Clearstead Trust, LLC Purchases and Sells in Q1 2025

Clearstead Trust, LLC

$402 Million
Q1 2025

Top Buys

Incresed Positions

161 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	6.9K + 430.05%	$271.18 - $303.12 $1.87M - $2.09M	8.5K $2.34M
VXUS	19.5K + 450.17%	$58.01 - $64.46 $1.13M - $1.26M	23.9K $1.48M
BRK-B	179 + 2.06%	$442.66 - $534.52 $79.2K - $95.7K	8.87K $4.72M
IVV	1.93K + 13.42%	$554.06 - $615.85 $1.07M - $1.19M	16.3K $9.18M
WM	231 + 1.54%	$200.54 - $233.78 $46.3K - $54K	15.2K $3.52M
UBER	89 + 0.35%	$63.17 - $81.49 $5.62K - $7.25K	25.9K $1.88M

New Holdings

451 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	25.7K New	$71.17 - $73.66 $1.83M - $1.89M	25.7K $1.88M
BNDX	18.5K New	$48.33 - $49.5 $894K - $916K	18.5K $903K
GD	274 New	$241.94 - $272.58 $66.3K - $74.7K	274 $74K
DJAN	1.82K New	$37.69 - $39.76 $68.6K - $72.4K	1.82K $69K
ORCL	470 New	$139.81 - $186.47 $65.7K - $87.6K	470 $65K
IFRA	1.2K New	$44.8 - $49.25 $53.8K - $59.1K	1.2K $54K

Top Sells

Reduced Positions

101 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-594 - 1.05%	$375.39 - $447.2 $223K - $266K	55.7K $20.9M
AAPL	-96 - 0.11%	$209.68 - $247.1 $20.1K - $23.7K	88.3K $19.6M
GOOGL	-1.58K - 2.65%	$154.33 - $206.19 $243K - $325K	58K $8.96M
AMZN	-529 - 0.85%	$190.26 - $242.06 $101K - $128K	62K $11.8M
NOW	-48 - 0.99%	$783.83 - $1170.39 $37.6K - $56.2K	4.81K $3.83M
MRK	-4.2K - 15.22%	$83.01 - $101.02 $349K - $425K	23.4K $2.1M

Activity Summary All Purchases 612 New Holdings 451 Increased Positions 161 All Sells 101 Reductions 101 Sold out 0 Calls 0 Puts 0

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