Clearstead Trust, LLC Purchases in Q1 2025

Clearstead Trust, LLC

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Trust For Professional Manag
18.4K
New
N/A
18.4K $0
Standardaero Inc
139
New
N/A
139 $0
Super Micro Computer Inc
79
New
N/A
79 $0
JWN
Nordstrom Inc

Consumer Cyclical
8
New
$24.01 - $24.46 $192 - $196
8 $0
Tko Group Holdings Inc
26
New
N/A
26 $0
Glaxosmithkline PLC Adr
213
+ 18.11%
N/A
1.39K $0
NWL
Newell Brands Inc.

Consumer Defensive
103
New
$6.2 - $10.66 $639 - $1.1K
103 $0
Flagstar Financial Inc
167
New
N/A
167 $0
NMFC
New Mountain Finance Corp

Financial Services
245
+ 2.9%
$10.89 - $12.02 $2.67K - $2.94K
8.69K $95K
MOGA
Moog Inc Cla
1
+ 0.18%
N/A
547 $0
TRU
Trans Union

Industrials
12
New
$80.45 - $100.25 $965 - $1.2K
12 $0
Millrose Pptys Inc
46
New
N/A
46 $0
Lazard Inc
149
New
N/A
149 $0
VIACA
Paramount Global

Communication Services
11
New
N/A
11 $0
Everus Constr Group
36
New
N/A
36 $0
J P Morgan Exchange Traded F
80
New
N/A
80 $0
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
6
New
$120.07 - $144.17 $720 - $865
6 $0
PODD
Insulet Corp

Healthcare
1
New
$237.06 - $288.29 $237 - $288
1 $0
RNR
Renaissancere Holdings LTD

Financial Services
3
New
$226.55 - $263.22 $680 - $790
3 $0
CHK
Chesapeake Energy Corp

Energy
2
New
N/A
2 $0
Sharkninja Inc Adr
110
+ 115.79%
N/A
205 $0
Bunge Global Sa
162
New
N/A
162 $0
BFB
Brown Forman Corp Cl B
285
New
N/A
285 $0
BFA
Brown Forman Corp Cl A
89
New
N/A
89 $0
GME
Game Stop Corp.

Consumer Cyclical
23
New
$21.73 - $33.37 $500 - $768
23 $0
FCN
Fti Consulting, Inc

Industrials
5
New
$160.54 - $198.75 $803 - $994
5 $0
CLVT
Clarivate PLC

Technology
9
New
$3.93 - $5.66 $35.4 - $50.9
9 $0
FMIL
Fidelity Covington Tr New Mill
104
New
N/A
104 $0
Labcorp Holdings Inc
11
New
N/A
11 $0
Howard Hughes Holdings Inc
15
New
N/A
15 $0
ILCG
Ishares Morningstar Growth ETF
23.6K
+ 4.88%
N/A
507K $0
Ingram Micro Hldg Corp
124
New
N/A
124 $0
HUN
Huntsman Corp

Basic Materials
20
New
$15.79 - $18.04 $316 - $361
20 $0
HEIA
Heico Crp Cl A
19
New
N/A
19 $0
ZG
Zillow Group, Inc.

Communication Services
3
New
$66.41 - $85.29 $199 - $256
3 $0
KBR
Kbr, Inc.

Industrials
20
New
$47.88 - $60.47 $958 - $1.21K
20 $0
ADNT
Adient PLC

Consumer Cyclical
31
New
$12.81 - $18.26 $397 - $566
31 $0
Grail Inc
46
+ 200.0%
N/A
69 $0
GHC
Graham Holdings CO

Consumer Defensive
1
New
$854.34 - $983.77 $854 - $984
1 $0
Kenvue Inc
267
New
N/A
267 $0
Annaly Capital Management In
339
New
N/A
339 $0
DV
Double Verify Holdings, Inc.

Technology
43
New
$13.34 - $23.07 $574 - $992
43 $0
UHALB
Amerco Com Ser N
55
New
N/A
55 $0
Astera Labs Inc
1
New
N/A
1 $0
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
1
New
$64.24 - $90.95 $64.2 - $91
1 $0
ANF
Abercrombie & Fitch CO

Consumer Cyclical
11
New
$75.72 - $160.92 $833 - $1.77K
11 $0
BLKB
Blackbaud Inc

Technology
2
New
$61.9 - $80.79 $124 - $162
2 $0
PSTG
Pure Storage, Inc.

Technology
15
New
$44.27 - $72.37 $664 - $1.09K
15 $0
WDC
Western Digital Corp

Technology
22
New
$40.43 - $72.03 $889 - $1.58K
22 $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
Track This Portfolio

Track Clearstead Trust, LLC Portfolio

Follow Clearstead Trust, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email