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
DRS
Leonardo Drs, Inc.
-17
- 14.17%
N/A
103 $0
LAND
Gladstone Land Corp

Real Estate
-38
- 40.86%
$8.95 - $10.51 $340 - $399
55 $0
Loar Holdings Inc
-1
- 10.0%
N/A
9 $0
Liberty Media Corp Del
-43
- 0.7%
N/A
6.11K $0
GTX
Garrett Motion Inc.

Consumer Cyclical
-6
- 6.45%
$7.34 - $12.04 $44 - $72.2
87 $0
IOT
Samsara Inc.

Technology
-18
- 1.92%
$33.46 - $47.74 $602 - $859
920 $36K
AGX
Argan Inc

Industrials
-10
- 33.33%
$120.08 - $243.11 $1.2K - $2.43K
20 $4K
EPR
Epr Properties

Real Estate
-17
- 3.42%
$43.53 - $59.11 $740 - $1K
480 $27K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-1
- 0.21%
$33.13 - $40.67 $33.1 - $40.7
476 $19K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-38
- 10.19%
$19.5 - $30.4 $741 - $1.16K
335 $9K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-11
- 7.38%
$90.58 - $109.05 $996 - $1.2K
138 $15K
CWST
Casella Waste Systems Inc

Industrials
-124
- 3.02%
$103.78 - $120.37 $12.9K - $14.9K
3.99K $460K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-867
- 3.92%
$35.35 - $42.68 $30.6K - $37K
21.2K $904K
CHWY
Chewy, Inc.

Consumer Cyclical
-400
- 20.22%
$31.21 - $48.21 $12.5K - $19.3K
1.58K $67K
NNOX
Nano X Imaging Ltd.

Healthcare
-280
- 1.16%
$4.1 - $5.71 $1.15K - $1.6K
23.8K $123K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-78
- 1.21%
$45.11 - $52.34 $3.52K - $4.08K
6.36K $332K
CVNA
Carvana Co.

Consumer Cyclical
-13
- 18.57%
$162.57 - $345.64 $2.11K - $4.49K
57 $19K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-139
- 7.05%
$65.42 - $80.7 $9.09K - $11.2K
1.83K $147K
NGG
National Grid PLC

Utilities
-15
- 1.9%
$62.74 - $74.79 $941 - $1.12K
775 $57K
SGOL
Abrdn Gold ETF Trust

ETFs
-162
- 2.38%
$28.39 - $32.75 $4.6K - $5.31K
6.66K $209K
WHR
Whirlpool Corp

Consumer Cyclical
-26
- 3.15%
$75.71 - $101.42 $1.97K - $2.64K
799 $81K
FFIV
F5, Inc.

Technology
-4
- 1.36%
$239.25 - $295.9 $957 - $1.18K
291 $85K
CRSP
Crispr Therapeutics Ag

Healthcare
-166
- 15.92%
$31.27 - $48.64 $5.19K - $8.07K
877 $42K
SE
Sea LTD

Consumer Cyclical
-13
- 3.33%
$105.57 - $170.4 $1.37K - $2.22K
377 $60K
PVH
Pvh Corp.

Consumer Cyclical
-69
- 1.75%
$60.5 - $87.28 $4.17K - $6.02K
3.87K $265K
NUE
Nucor Corp

Basic Materials
-528
- 6.09%
$103.22 - $131.43 $54.5K - $69.4K
8.14K $1.05M
PATK
Patrick Industries Inc

Consumer Cyclical
-83
- 3.47%
$74.33 - $93.03 $6.17K - $7.72K
2.31K $213K
CPNG
Coupang, Inc.

Consumer Cyclical
-66
- 4.2%
$19.76 - $30.81 $1.3K - $2.03K
1.51K $45K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-37
- 5.02%
$32.56 - $57.11 $1.2K - $2.11K
700 $39K
RXI
Ishares Tr

ETFs
-10
- 0.79%
$157.03 - $192.24 $1.57K - $1.92K
1.26K $236K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-181
- 13.88%
$224.32 - $326.09 $40.6K - $59K
1.12K $366K
ILMN
Illumina, Inc.

Healthcare
-63
- 4.88%
$70.3 - $95.41 $4.43K - $6.01K
1.23K $117K
SYM
Symbotic Inc.

Financial Services
-66
- 6.19%
$17.5 - $38.85 $1.16K - $2.56K
1K $38K
BSY
Bentley Systems Inc

Technology
-109
- 6.48%
$38.62 - $53.97 $4.21K - $5.88K
1.57K $84K
FIVE
Five Below, Inc

Consumer Cyclical
-71
- 14.43%
$55.75 - $131.18 $3.96K - $9.31K
421 $55K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-76
- 0.42%
$26.18 - $30.91 $1.99K - $2.35K
18K $541K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-11
- 0.22%
$72.61 - $88.75 $799 - $976
5.04K $446K
LAMR
Lamar Advertising CO

Real Estate
-30
- 0.69%
$102.35 - $121.67 $3.07K - $3.65K
4.29K $520K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-9
- 0.1%
$23.4 - $29.68 $211 - $267
9.42K $279K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-827
- 13.45%
$44.23 - $62.66 $36.6K - $51.8K
5.32K $333K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1
- 0.03%
$63.36 - $80.23 $63.4 - $80.2
3.89K $312K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-199
- 2.5%
$108.87 - $133.04 $21.7K - $26.5K
7.75K $1.03M
RELX
Relx PLC

Communication Services
-27
- 0.23%
$45.31 - $55.66 $1.22K - $1.5K
11.9K $644K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-34
- 0.41%
$73.0 - $85.5 $2.48K - $2.91K
8.23K $691K
UBS
Ubs Group Ag

Financial Services
-40
- 0.26%
$26.12 - $33.82 $1.04K - $1.35K
15.6K $526K
ELAN
Elanco Animal Health Inc

Healthcare
-3.5K
- 13.08%
$8.1 - $14.3 $28.4K - $50.1K
23.3K $332K
DKNG
Draft Kings Inc.

Consumer Cyclical
-135
- 2.16%
$31.67 - $42.89 $4.28K - $5.79K
6.12K $262K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-123
- 1.43%
$50.08 - $63.14 $6.16K - $7.77K
8.49K $535K
RL
Ralph Lauren Corp

Consumer Cyclical
-335
- 11.34%
$182.34 - $286.22 $61.1K - $95.9K
2.62K $718K
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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