Clearstead Trust, LLC Purchases and Sells in Q2 2025

Clearstead Trust, LLC

$473 Million
Q2 2025

Top Buys

Incresed Positions

448 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QLD	6.01K + 1.69%	$69.34 - $117.71 $417K - $708K	362K $42.6M
MSFT	934 + 1.68%	$354.56 - $497.45 $331K - $465K	56.7K $28.2M
AVGO	5.91K + 15.06%	$146.29 - $275.65 $865K - $1.63M	45.2K $12.4M
NVDA	1.27K + 1.17%	$94.31 - $157.99 $120K - $200K	110K $17.3M
AMZN	1.44K + 2.32%	$167.32 - $223.3 $241K - $321K	63.4K $13.9M
JPM	1.6K + 4.73%	$210.28 - $289.91 $337K - $465K	35.5K $10.3M

New Holdings

675 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVT	38.4K New	$22.54 - $23.17 $864K - $889K	38.4K $881K
DFIV	12.5K New	$34.67 - $43.21 $433K - $540K	12.5K $535K
QUAL	1.62K New	$152.42 - $182.82 $247K - $297K	1.62K $296K
JEPQ	4.83K New	$45.88 - $54.4 $222K - $263K	4.83K $262K
SPDW	6.44K New	$32.66 - $40.75 $210K - $263K	6.44K $260K
GVI	1.47K New	$104.82 - $106.79 $154K - $156K	1.47K $156K

Top Sells

Reduced Positions

236 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-988 - 8.54%	$274.35 - $599.47 $271K - $592K	10.6K $3.3M
XLV	-11K - 99.72%	$128.77 - $144.3 $1.41M - $1.58M	31 $4K
BIL	-10.5K - 6.13%	$91.43 - $91.74 $964K - $967K	161K $14.8M
XOM	-739 - 2.37%	$99.93 - $119.04 $73.8K - $88K	30.4K $3.28M
MRK	-1.69K - 7.24%	$73.47 - $87.12 $124K - $148K	21.7K $1.72M
SLB	-211 - 0.71%	$31.95 - $42.2 $6.74K - $8.9K	29.4K $994K

Activity Summary All Purchases 1123 New Holdings 675 Increased Positions 448 All Sells 236 Reductions 236 Sold out 0 Calls 0 Puts 0

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