Clearstead Trust, LLC Purchases in Q1 2025

Clearstead Trust, LLC

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IRDM
Iridium Communications Inc.

Communication Services
66
New
$26.87 - $32.66 $1.77K - $2.16K
66 $1K
SAM
Boston Beer CO Inc

Consumer Defensive
7
New
$219.16 - $301.26 $1.53K - $2.11K
7 $1K
PCH
Potlatchdeltic Corp

Real Estate
33
New
$38.35 - $47.34 $1.27K - $1.56K
33 $1K
SLAB
Silicon Laboratories Inc.

Technology
10
New
$112.57 - $158.7 $1.13K - $1.59K
10 $1K
WBD
Warner Bros. Discovery, Inc.

Communication Services
81
+ 6.91%
$9.47 - $11.46 $767 - $928
1.25K $13K
WY
Weyerhaeuser CO

Real Estate
61
New
$27.29 - $31.39 $1.66K - $1.91K
61 $1K
WHR
Whirlpool Corp

Consumer Cyclical
19
New
$88.58 - $133.14 $1.68K - $2.53K
19 $1K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
69
New
$27.8 - $39.18 $1.92K - $2.7K
69 $1K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
48
New
$28.17 - $45.41 $1.35K - $2.18K
48 $1K
AFRM
Affirm Holdings, Inc.

Technology
43
New
$43.7 - $80.98 $1.88K - $3.48K
43 $1K
AKAM
Akamai Technologies Inc

Technology
22
New
N/A
22 $1K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
15
New
$80.53 - $147.57 $1.21K - $2.21K
15 $1K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
51
New
$21.87 - $34.63 $1.12K - $1.77K
51 $1K
AWI
Armstrong World Industries Inc

Industrials
10
New
$136.0 - $154.19 $1.36K - $1.54K
10 $1K
OKTA
Okta, Inc.

Technology
12
New
$78.83 - $116.72 $946 - $1.4K
12 $1K
NUE
Nucor Corp

Basic Materials
16
New
$114.48 - $142.52 $1.83K - $2.28K
16 $1K
NDSN
Nordson Corp

Industrials
8
+ 23.53%
$200.12 - $224.07 $1.6K - $1.79K
42 $8K
CACI
Caci International Inc

Technology
3
New
N/A
3 $1K
CROX
Crocs, Inc.

Consumer Cyclical
15
New
$88.83 - $112.59 $1.33K - $1.69K
15 $1K
EEFT
Euronet Worldwide, Inc.

Technology
18
New
$94.42 - $110.06 $1.7K - $1.98K
18 $1K
GPS
Gap Inc

Consumer Cyclical
75
New
N/A
75 $1K
GNRC
Generac Holdings Inc.

Industrials
12
New
$126.65 - $164.06 $1.52K - $1.97K
12 $1K
HAYW
Hayward Holdings, Inc.

Industrials
94
New
$13.64 - $15.26 $1.28K - $1.43K
94 $1K
KSS
Kohls Corp

Consumer Cyclical
197
New
$8.06 - $14.12 $1.59K - $2.78K
197 $1K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
33
New
$48.65 - $66.04 $1.61K - $2.18K
33 $1K
LNTH
Lantheus Holdings, Inc.

Healthcare
12
New
$78.23 - $110.01 $939 - $1.32K
12 $1K
LVS
Las Vegas Sands Corp

Consumer Cyclical
41
New
$38.18 - $50.93 $1.57K - $2.09K
41 $1K
LEG
Leggett & Platt Inc

Consumer Cyclical
239
New
$7.91 - $11.06 $1.89K - $2.64K
239 $1K
LBRDA
Liberty Broadband Corp

Communication Services
11
+ 26.19%
$72.73 - $88.43 $800 - $973
53 $4K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
7
New
$283.06 - $421.16 $1.98K - $2.95K
7 $1K
OWL
Blue Owl Capital Inc.

Financial Services
99
New
$18.49 - $26.68 $1.83K - $2.64K
99 $1K
DOCS
Doximity, Inc.

Healthcare
29
New
$49.71 - $83.14 $1.44K - $2.41K
29 $1K
FYBR
Frontier Communications Parent, Inc.

Communication Services
45
New
$34.83 - $36.05 $1.57K - $1.62K
45 $1K
FCFS
First Cash Holdings, Inc.

Financial Services
12
New
$102.59 - $120.32 $1.23K - $1.44K
12 $1K
CNC
Centene Corp

Healthcare
24
New
$55.93 - $65.89 $1.34K - $1.58K
24 $1K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
9
New
$160.89 - $187.27 $1.45K - $1.69K
9 $1K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
149
New
$7.89 - $12.48 $1.18K - $1.86K
149 $1K
EXAS
Exact Sciences Corp

Healthcare
38
New
$43.04 - $58.51 $1.64K - $2.22K
38 $1K
IPGP
Ipg Photonics Corp

Technology
31
New
$57.86 - $77.8 $1.79K - $2.41K
31 $1K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
9
New
$81.78 - $131.92 $736 - $1.19K
9 $1K
ELS
Equity Lifestyle Properties Inc

Real Estate
29
New
$64.36 - $69.32 $1.87K - $2.01K
29 $1K
Healthcare Rlty Tr
804
New
N/A
804 $0
GO
Grocery Outlet Holding Corp.

Consumer Defensive
63
New
$10.99 - $17.37 $692 - $1.09K
63 $0
HQY
Healthequity, Inc.

Healthcare
3
New
$84.32 - $114.51 $253 - $344
3 $0
Liberty Media Corp Del Com Liberty Live C
40
+ 28.57%
N/A
180 $0
Ge Vernova Inc
39
+ 19.5%
N/A
239 $0
Lam Research Corp
118
+ 35.76%
N/A
448 $0
MASI
Masimo Corp

Healthcare
1
New
$163.55 - $190.63 $164 - $191
1 $0
LENB
Lennar Corporation Cl B
3
New
N/A
3 $0
Activity Summary
Buys All Purchases 612 New Holdings 451 Increased Positions 161 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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