Clearstead Advisors, LLC Reduced Holdings in Q2 2025

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Vestis Corporation
-407
- 24.18%
N/A
1.28K $0
Ul Solutions Inc
-134
- 16.4%
N/A
683 $0
Atlassian Corporation
-160
- 28.32%
N/A
405 $0
Neos ETF Trust
-37K
- 4.73%
N/A
744K $0
OXYWS
Occidental Pete Corp Wt Exp 08
-4
- 0.14%
N/A
2.93K $0
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-27
- 3.79%
$15.5 - $20.28 $419 - $548
685 $13K
NICE
Nice Ltd.

Technology
-4
- 3.85%
$141.3 - $178.32 $565 - $713
100 $16K
RYF
Invesco S&P 500 Equal Weight F

ETFs
-65
- 1.17%
N/A
5.47K $0
UA
Under Armour Inc Cl C

Consumer Cyclical
-99
- 68.75%
$4.73 - $6.59 $468 - $652
45 $0
Labcorp Holdings Inc
-644
- 6.39%
N/A
9.43K $0
Aegon LTD
-77
- 0.17%
N/A
45.7K $0
VTRS
Viatris Inc

Healthcare
-83
- 2.06%
$7.26 - $9.12 $603 - $757
3.94K $35K
RPRX
Royalty Pharma PLC

Healthcare
-12
- 80.0%
$30.85 - $36.14 $370 - $434
3 $0
Gsk PLC
-26
- 0.16%
N/A
16.3K $0
Viking Holdings LTD
-69
- 22.7%
N/A
235 $0
WBS
Webster Financial Corp

Financial Services
-17
- 5.82%
$41.76 - $54.91 $710 - $933
275 $15K
AB
Alliancebernstein Holding L.P.

Financial Services
-50
- 10.12%
$33.0 - $41.77 $1.65K - $2.09K
444 $18K
Sitio Royalties Corp
-210
- 9.28%
N/A
2.05K $0
UUUU
Energy Fuels Inc

Energy
-108
- 45.0%
$3.44 - $5.9 $372 - $637
132 $0
Six Flags Entertainment Corp
-1.3K
- 5.53%
N/A
22.2K $0
SCCO
Southern Copper Corp

Basic Materials
-25
- 9.43%
$75.63 - $104.64 $1.89K - $2.62K
240 $24K
Qiagen Nv
-73
- 39.25%
N/A
113 $0
Core Scientific Inc New
-4
- -0.0%
N/A
175K $0
LENB
Lennar Corporation Cl B
-8
- 17.39%
N/A
38 $0
LDOS
Leidos Holdings, Inc.

Technology
-22
- 15.38%
$132.9 - $160.3 $2.92K - $3.53K
121 $19K
Brookfield Asset Managmt LTD
-15.2K
- 17.62%
N/A
71.1K $0
Brookfield Infrastructure CO
-5.4K
- 11.48%
N/A
41.6K $0
SFLR
Innovator Etfs Tr Equity Manag
-402
- 1.7%
N/A
23.2K $0
Bunge Global Sa
-69
- 27.17%
N/A
185 $0
Jacobs Solutions Inc
-290
- 4.31%
N/A
6.44K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-11.4K
- 38.86%
N/A
17.9K $0
J P Morgan Exchange Traded F
-2.16K
- 29.34%
N/A
5.2K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-17.2K
- 47.16%
N/A
19.3K $0
CRH.L
Crh PLC

Basic Materials
-288
- 3.83%
N/A
7.23K $0
Core Natural Resources Inc
-76
- 22.29%
N/A
265 $0
Cooper Cos Inc
-11
- 1.56%
N/A
694 $0
CLNE
Clean Energy Fuels Corp.

Energy
-530
- 96.36%
$1.32 - $2.08 $700 - $1.1K
20 $0
Grayscale Ethereum Trust ETF
-100
- 3.01%
N/A
3.23K $0
Grail Inc
-127
- 27.14%
N/A
341 $0
Ge Healthcare Technologies I
-284
- 4.26%
N/A
6.39K $0
Millrose Pptys Inc
-1.05K
- 89.33%
N/A
125 $0
MRNA
Moderna, Inc.

Healthcare
-11
- 9.17%
$23.65 - $28.54 $260 - $314
109 $3K
MOGA
Moog Inc Cla
-226
- 13.17%
N/A
1.49K $0
Middlefield Banc Corp
-3.33K
- 7.26%
N/A
42.5K $0
Genedx Holdings Corp
-7
- 10.77%
N/A
58 $0
Fortrea Hldgs Inc
-4
- 0.68%
N/A
580 $0
BYND
Beyond Meat, Inc.

Consumer Defensive
-30
- 37.04%
$2.28 - $3.49 $68.4 - $105
51 $0
BITF
Bitfarms LTD

Financial Services
-700
- 99.29%
$0.68 - $1.16 $476 - $812
5 $0
Ginkgo Bioworks Holdings Inc
-7
- 1.38%
N/A
502 $0
Activity Summary
Buys All Purchases 1879 New Holdings 718 Increased Positions 1161 Sells All Sells 463 Reductions 462 Sold out 1 Options Calls 0 Puts 0
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