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
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-68
- 3.1%
$201.28 - $266.34 $13.7K - $18.1K
2.13K $565K
HEI
Heico Corp

Industrials
-131
- 7.26%
$236.44 - $328.0 $31K - $43K
1.67K $549K
JCI
Johnson Controls International PLC

Industrials
-81
- 2.73%
$71.14 - $105.62 $5.76K - $8.56K
2.88K $304K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-754
- 0.89%
$23.55 - $27.67 $17.8K - $20.9K
83.7K $2.32M
SPXC
Spx Corp

Industrials
-134
- 5.51%
$120.66 - $167.68 $16.2K - $22.5K
2.3K $384K
SOUN
Soundhound Ai, Inc.

Technology
-190
- 0.66%
$7.18 - $11.76 $1.36K - $2.23K
28.6K $306K
ACM
Aecom

Industrials
-7
- 0.18%
$87.19 - $113.06 $610 - $791
3.81K $429K
IAU
Ishares Gold Trust

ETFs
-420
- 1.38%
$56.1 - $64.74 $23.6K - $27.2K
30.1K $1.87M
BE
Bloom Energy Corp

Industrials
-115
- 0.61%
$16.32 - $23.92 $1.88K - $2.75K
18.8K $448K
MRVL
Marvell Technology, Inc.

Technology
-671
- 7.55%
$49.38 - $79.97 $33.1K - $53.7K
8.22K $635K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-360
- 2.93%
$101.97 - $126.75 $36.7K - $45.6K
11.9K $1.51M
VONE
Vanguard Russell 1000 ETF

ETFs
-754
- 6.51%
$225.48 - $280.86 $170K - $212K
10.8K $3.04M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.18K
- 5.59%
$73.7 - $90.98 $161K - $198K
36.8K $3.35M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-135
- 5.11%
$144.94 - $210.94 $19.6K - $28.5K
2.51K $528K
IGM
Ishares Expanded Tech Sector E

ETFs
-148
- 2.49%
$79.8 - $112.34 $11.8K - $16.6K
5.79K $650K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.24K
- 1.58%
$20.42 - $25.3 $25.4K - $31.4K
77.6K $1.96M
CG
Carlyle Group Inc.

Financial Services
-231
- 1.33%
$34.78 - $51.4 $8.03K - $11.9K
17.2K $883K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-220
- 0.61%
$52.31 - $63.72 $11.5K - $14K
35.7K $2.28M
MELI
Mercadolibre Inc

Consumer Cyclical
-19
- 6.93%
$1794.73 - $2613.63 $34.1K - $49.7K
255 $666K
LHX
L3 Harris Technologies, Inc.

Industrials
-125
- 3.1%
$200.21 - $256.99 $25K - $32.1K
3.91K $979K
PHYS
Sprott Physical Gold Trust

Financial Services
-812
- 0.62%
$22.82 - $26.29 $18.5K - $21.3K
130K $3.28M
RKT
Rocket Companies, Inc.

Financial Services
-190
- 0.24%
$11.11 - $15.4 $2.11K - $2.93K
80.1K $1.14M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-238
- 2.35%
$134.25 - $172.52 $32K - $41.1K
9.9K $1.71M
TOST
Toast, Inc.

Technology
-84
- 0.53%
$30.03 - $45.23 $2.52K - $3.8K
15.7K $694K
LMT
Lockheed Martin Corp

Industrials
-64
- 0.48%
$430.82 - $486.45 $27.6K - $31.1K
13.4K $6.18M
SPOT
Spotify Technology S.A.

Communication Services
-602
- 20.07%
$503.3 - $775.9 $303K - $467K
2.4K $1.84M
XLF
Financial Sector Spdr

ETFs
-738
- 0.82%
$43.92 - $52.37 $32.4K - $38.6K
88.8K $4.65M
KKR
Kkr & Co. Inc.

Financial Services
-549
- 3.19%
$92.79 - $134.29 $50.9K - $73.7K
16.7K $2.22M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-2.33K
- 1.65%
$13.86 - $18.24 $32.3K - $42.6K
139K $2.54M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-4.52K
- 5.2%
$53.65 - $67.02 $243K - $303K
82.4K $5.53M
RY
Royal Bank Of Canada

Financial Services
-30
- 0.19%
$108.36 - $131.55 $3.25K - $3.95K
15.8K $2.07M
CCJ
Cameco Corp

Energy
-90
- 0.98%
$36.68 - $74.46 $3.3K - $6.7K
9.13K $677K
WING
Wingstop Inc.

Consumer Cyclical
-64
- 2.18%
$210.24 - $381.46 $13.5K - $24.4K
2.88K $969K
VONV
Vanguard Russell 1000 Value Et

ETFs
-4.35K
- 1.69%
$73.19 - $85.21 $319K - $371K
253K $21.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.24K
- 16.38%
$141.37 - $228.57 $317K - $512K
11.4K $2.59M
AOA
Ishares Tr Core Aggressive All

ETFs
-618
- 0.98%
$69.46 - $83.4 $42.9K - $51.5K
62.5K $5.21M
VOT
Vanguard Mid Cap Growth Index

ETFs
-187
- 1.39%
$216.28 - $284.39 $40.4K - $53.2K
13.2K $3.76M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.71K
- 1.52%
$17.76 - $22.1 $65.9K - $82.1K
240K $5.31M
IWS
Ishares Russell Midcap Value E

ETFs
-224
- 0.26%
$110.58 - $132.14 $24.8K - $29.6K
85.7K $11.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-46.2K
- 4.69%
$51.16 - $62.02 $2.37M - $2.87M
940K $58.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
-270
- 0.23%
$54.19 - $67.22 $14.6K - $18.1K
120K $8.04M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-4.86K
- 1.13%
$41.05 - $48.17 $200K - $234K
426K $20.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
-466
- 0.32%
$166.82 - $194.23 $77.7K - $90.5K
146K $28.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.21K
- 1.9%
$22.27 - $29.21 $93.8K - $123K
218K $6.35M
IWM
Ishares Russell 2000 ETF

ETFs
-3.49K
- 3.54%
$174.82 - $215.79 $609K - $752K
94.8K $20.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
-831
- 1.54%
$104.34 - $138.68 $86.7K - $115K
53.3K $7.39M
VEA
Vanguard Ftse Developed Market

ETFs
-10.9K
- 4.02%
$45.65 - $57.01 $499K - $623K
261K $14.9M
VUG
Vanguard Growth ETF

ETFs
-1.47K
- 4.84%
$329.49 - $438.4 $483K - $642K
28.8K $12.6M
PH
Parker Hannifin Corp

Industrials
-804
- 3.69%
$517.23 - $700.54 $416K - $563K
21K $14.6M
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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