Clearstead Trust, LLC Purchases and Sells in Q3 2025

Clearstead Trust, LLC

$526 Million
Q3 2025

Top Buys

Incresed Positions

270 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	17.7K + 18.73%	$202.38 - $256.87 $3.59M - $4.56M	112K $28.6M
GOOGL	2.06K + 3.36%	$174.36 - $254.72 $359K - $525K	63.4K $15.4M
AVGO	4.48K + 9.92%	$264.74 - $369.57 $1.19M - $1.66M	49.6K $16.4M
JEPI	60K + 307.77%	$55.61 - $57.37 $3.34M - $3.44M	79.5K $4.54M
GOOG	4.04K + 20.89%	$175.16 - $255.24 $707K - $1.03M	23.4K $5.69M
STX	7 + 0.03%	$142.01 - $236.06 $994 - $1.65K	24.6K $5.81M

New Holdings

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLV	8.16K New	$72.01 - $74.44 $587K - $607K	8.16K $599K
BKLC	2.58K New	$118.33 - $128.54 $305K - $332K	2.58K $331K
FLTB	4.65K New	$50.19 - $50.91 $233K - $237K	4.65K $235K
CGGO	5.95K New	$31.71 - $34.17 $189K - $203K	5.95K $203K
ET	2.9K New	$17.11 - $18.16 $49.6K - $52.6K	2.9K $49K
QQQX	1K New	$26.16 - $27.65 $26.2K - $27.7K	1K $27K

Top Sells

Reduced Positions

293 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-7.65K - 72.33%	$237.77 - $353.61 $1.82M - $2.71M	2.93K $1.01M
NOW	-601 - 12.72%	$850.86 - $1044.69 $511K - $628K	4.12K $3.79M
COST	-555 - 7.28%	$915.95 - $994.57 $508K - $552K	7.07K $6.54M
SLB	-29K - 98.51%	$32.37 - $37.31 $938K - $1.08M	438 $15K
BIL	-9.79K - 6.06%	$91.44 - $91.77 $895K - $898K	152K $13.9M
MDT	-9.59K - 88.5%	$87.67 - $95.74 $841K - $918K	1.25K $118K

Activity Summary All Purchases 356 New Holdings 86 Increased Positions 270 All Sells 293 Reductions 293 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Trust, LLC with notifications on news.