Clearstead Advisors, LLC Reduced Holdings in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CHDN
Churchill Downs Inc

Consumer Cyclical
-46
- 37.7%
$106.5 - $132.91 $4.9K - $6.11K
76 $8K
NCNO
N Cino, Inc.

Technology
-187
- 38.32%
$27.36 - $34.81 $5.12K - $6.51K
301 $8K
BEAM
Beam Therapeutics Inc.

Healthcare
-18
- 1.19%
$19.53 - $34.09 $352 - $614
1.5K $29K
KN
Knowles Corp

Technology
-213
- 24.74%
$15.2 - $20.58 $3.24K - $4.38K
648 $9K
SNDR
Schneider National, Inc.

Industrials
-265
- 90.44%
$22.65 - $30.73 $6K - $8.14K
28 $0
PODD
Insulet Corp

Healthcare
-27
- 46.55%
$237.06 - $288.29 $6.4K - $7.78K
31 $8K
CNM
Core & Main, Inc.

Industrials
-86
- 7.69%
$46.27 - $57.26 $3.98K - $4.92K
1.03K $49K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-12
- 13.64%
$228.41 - $293.71 $2.74K - $3.52K
76 $18K
DG
Dollar General Corp

Consumer Defensive
-151
- 28.12%
$68.44 - $87.93 $10.3K - $13.3K
386 $33K
EMN
Eastman Chemical CO

Basic Materials
-48
- 5.27%
$87.05 - $103.47 $4.18K - $4.97K
863 $76K
CR
Crane Holdings, Co.

Industrials
-49
- 9.44%
$150.33 - $175.81 $7.37K - $8.61K
470 $71K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-112
- 16.67%
$53.6 - $58.97 $6K - $6.6K
560 $30K
TWLO
Twilio Inc

Communication Services
-44
- 19.64%
$94.9 - $148.35 $4.18K - $6.53K
180 $17K
SM
Sm Energy CO

Energy
-83
- 19.9%
$27.15 - $44.69 $2.25K - $3.71K
334 $10K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-174
- 64.68%
$47.74 - $65.16 $8.31K - $11.3K
95 $6K
WTM
White Mountains Insurance Group LTD

Financial Services
-3
- 42.86%
$1818.58 - $1983.07 $5.46K - $5.95K
4 $7K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-131
- 17.63%
$30.46 - $36.6 $3.99K - $4.79K
612 $18K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-100
- 22.57%
$54.94 - $69.15 $5.49K - $6.92K
343 $19K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-77
- 87.5%
$81.78 - $131.92 $6.3K - $10.2K
11 $1K
WTFC
Wintrust Financial Corp

Financial Services
-21
- 7.42%
$107.76 - $136.92 $2.26K - $2.88K
262 $29K
FDN
First Tr Fd Dow Jones

ETFs
-4
- 1.75%
$221.38 - $266.86 $886 - $1.07K
225 $49K
CVNA
Carvana Co.

Consumer Cyclical
-31
- 30.69%
$166.52 - $285.33 $5.16K - $8.85K
70 $14K
DGRO
Ishares Core Dividend Growth E

ETFs
-91
- 24.07%
$60.46 - $64.42 $5.5K - $5.86K
287 $17K
COLB
Columbia Banking System, Inc.

Financial Services
-138
- 21.77%
$23.89 - $28.84 $3.3K - $3.98K
496 $12K
NBTB
Nbt Bancorp Inc

Financial Services
-64
- 20.0%
$42.51 - $49.14 $2.72K - $3.14K
256 $10K
EGP
Eastgroup Properties Inc

Real Estate
-46
- 27.38%
$155.63 - $187.46 $7.16K - $8.62K
122 $21K
BEP
Brookfield Renewable Partners L.P.

Utilities
-80
- 1.34%
$20.03 - $23.79 $1.6K - $1.9K
5.88K $130K
FVRR
Fiverr International Ltd.

Communication Services
-130
- 65.0%
$23.68 - $34.44 $3.08K - $4.48K
70 $1K
IR
Ingersoll Rand Inc.

Industrials
-39
- 25.83%
$79.44 - $94.23 $3.1K - $3.67K
112 $8K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-60
- 15.58%
$97.25 - $104.79 $5.84K - $6.29K
325 $33K
FIBK
First Interstate Bancsystem Inc

Financial Services
-116
- 18.92%
$27.77 - $33.5 $3.22K - $3.89K
497 $14K
CYBR
Cyber Ark Software Ltd.

Technology
-16
- 7.92%
$312.8 - $414.31 $5K - $6.63K
186 $62K
ACIW
Aci Worldwide, Inc.

Technology
-96
- 26.09%
$50.38 - $57.35 $4.84K - $5.51K
272 $14K
HAS
Hasbro, Inc.

Consumer Cyclical
-588
- 10.23%
$56.16 - $69.06 $33K - $40.6K
5.16K $317K
FIGS
Figs, Inc.

Consumer Cyclical
-530
- 49.72%
$4.33 - $6.18 $2.29K - $3.28K
536 $2K
LMND
Lemonade, Inc.

Financial Services
-53
- 17.43%
$30.77 - $38.56 $1.63K - $2.04K
251 $7K
LKQ
Lkq Corp

Consumer Cyclical
-107
- 75.89%
$36.24 - $44.05 $3.88K - $4.71K
34 $1K
BOKF
Bok Financial Corp

Financial Services
-39
- 42.86%
$98.85 - $114.26 $3.86K - $4.46K
52 $5K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-131
- 10.35%
$39.18 - $43.52 $5.13K - $5.7K
1.14K $47K
CTSH
Cognizant Technology Solutions Corp

Technology
-26
- 0.6%
$75.32 - $90.7 $1.96K - $2.36K
4.33K $331K
LANC
Lancaster Colony Corp

Consumer Defensive
-22
- 88.0%
$166.07 - $196.44 $3.65K - $4.32K
3 $0
MLAB
Mesa Laboratories Inc

Technology
-22
- 14.67%
$118.66 - $154.76 $2.61K - $3.4K
128 $15K
CABO
Cable One, Inc.

Communication Services
-4
- 10.53%
$226.48 - $373.32 $906 - $1.49K
34 $9K
GPOR
Gulfport Energy Corp

Energy
-22
- 30.56%
$159.2 - $196.22 $3.5K - $4.32K
50 $9K
TKR
Timken CO

Industrials
-60
- 2.87%
$69.85 - $83.79 $4.19K - $5.03K
2.03K $145K
TXT
Textron Inc

Industrials
-12
- 3.53%
$70.19 - $81.2 $842 - $974
328 $23K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-214
- 64.26%
$12.89 - $15.19 $2.76K - $3.25K
119 $1K
BGNE
Bei Gene, Ltd.

Healthcare
-87
- 21.7%
$175.1 - $226.71 $15.2K - $19.7K
314 $71K
JBL
Jabil Inc

Technology
-8
- 3.32%
$130.51 - $173.33 $1.04K - $1.39K
233 $31K
Activity Summary
Buys All Purchases 1040 New Holdings 252 Increased Positions 788 Sells All Sells 628 Reductions 628 Sold out 0 Options Calls 3 Puts 1
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