Clearstead Trust, LLC Purchases in Q1 2025

Clearstead Trust, LLC

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ferguson Enterprises Inc
49
New
N/A
49 $0
Arista Networks Inc
119
+ 5.09%
N/A
2.46K $0
PINS
Pinterest, Inc.

Communication Services
9
New
$29.79 - $40.0 $268 - $360
9 $0
AMKR
Amkor Technology, Inc.

Technology
36
New
$18.06 - $26.73 $650 - $962
36 $0
Liberty Global LTD
110
New
N/A
110 $0
PYCR
Paycor Hcm, Inc.

Technology
9
New
$18.34 - $22.86 $165 - $206
9 $0
APP
App Lovin Corp

Technology
3
New
$238.08 - $510.13 $714 - $1.53K
3 $0
ALL
Allstate Corp

Financial Services
4
New
$180.99 - $210.18 $724 - $841
4 $0
ATI
Allegheny Technologies Inc

Industrials
13
New
$50.0 - $65.86 $650 - $856
13 $0
A
Agilent Technologies, Inc.

Healthcare
37
+ 15.74%
$116.69 - $152.6 $4.32K - $5.65K
272 $31K
MDB
Mongo Db, Inc.

Technology
4
New
$175.4 - $298.52 $702 - $1.19K
4 $0
UA
Under Armour Inc Cl C

Consumer Cyclical
97
New
$5.95 - $7.79 $577 - $756
97 $0
BWA
Borgwarner Inc

Consumer Cyclical
11
New
$27.78 - $32.9 $306 - $362
11 $0
PK
Park Hotels & Resorts Inc.

Real Estate
48
New
$10.68 - $14.19 $513 - $681
48 $0
FIVE
Five Below, Inc

Consumer Cyclical
17
+ 43.59%
$72.25 - $103.2 $1.23K - $1.75K
56 $4K
Sandisk Corp
21
New
N/A
21 $0
Solventum Corp
13
+ 6.07%
N/A
227 $0
Siriusxm Holdings Inc
564
+ 119.75%
N/A
1.04K $0
ONB
Old National Bancorp

Financial Services
12
New
$20.11 - $24.45 $241 - $293
12 $0
NWSA
News Corp

Communication Services
32
New
$26.29 - $30.49 $841 - $976
32 $0
FOUR
Shift4 Payments, Inc.

Technology
1
New
$81.71 - $125.66 $81.7 - $126
1 $0
Lineage Inc
1
New
N/A
1 $0
Nextracker Inc
57
New
N/A
57 $0
UDR
Udr, Inc.

Real Estate
3
New
$40.09 - $46.04 $120 - $138
3 $0
RKT
Rocket Companies, Inc.

Financial Services
70
New
$10.28 - $15.77 $720 - $1.1K
70 $0
Atlassian Corporation
12
New
N/A
12 $0
UAA
Under Armour, Inc.

Consumer Cyclical
64
New
$6.25 - $8.66 $400 - $554
64 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
3
+ 3.75%
$161.13 - $209.29 $483 - $628
83 $13K
ROST
Ross Stores, Inc.

Consumer Cyclical
24
+ 14.04%
$123.3 - $154.95 $2.96K - $3.72K
195 $24K
SYY
Sysco Corp

Consumer Defensive
66
+ 1.64%
$70.0 - $77.13 $4.62K - $5.09K
4.1K $307K
IR
Ingersoll Rand Inc.

Industrials
11
+ 2.79%
$79.44 - $94.23 $874 - $1.04K
405 $32K
OLED
Universal Display Corp Pa

Technology
26
+ 2.6%
$139.48 - $161.59 $3.63K - $4.2K
1.03K $143K
SQ
Block, Inc.

Technology
36
+ 14.34%
$54.04 - $92.95 $1.95K - $3.35K
287 $16K
PEP
Pepsico Inc

Consumer Defensive
71
+ 0.82%
$142.64 - $156.42 $10.1K - $11.1K
8.78K $1.32M
MCHP
Microchip Technology Inc

Technology
224
+ 10.51%
$48.41 - $64.3 $10.8K - $14.4K
2.36K $114K
CSX
Csx Corp

Industrials
12
+ 0.44%
$29.11 - $33.67 $349 - $404
2.75K $80K
EMR
Emerson Electric CO

Industrials
97
+ 7.41%
$108.64 - $131.17 $10.5K - $12.7K
1.41K $154K
WDAY
Workday, Inc.

Technology
2
+ 0.54%
$233.53 - $277.82 $467 - $556
372 $86K
CARR
Carrier Global Corp

Industrials
209
+ 4.15%
$62.07 - $70.55 $13K - $14.7K
5.25K $332K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
40
+ 1.73%
$12.14 - $19.82 $486 - $793
2.35K $28K
TGT
Target Corp

Consumer Defensive
57
+ 8.6%
$103.65 - $142.5 $5.91K - $8.12K
720 $75K
ITW
Illinois Tool Works Inc

Industrials
43
+ 0.91%
$244.9 - $274.48 $10.5K - $11.8K
4.76K $1.18M
UPS
United Parcel Service Inc

Industrials
40
+ 3.29%
$109.66 - $136.26 $4.39K - $5.45K
1.26K $138K
LOW
Lowes Companies Inc

Consumer Cyclical
11
+ 0.73%
$222.66 - $268.42 $2.45K - $2.95K
1.51K $353K
NEE
Nextera Energy Inc

Utilities
31
+ 0.13%
$66.96 - $76.16 $2.08K - $2.36K
23.8K $1.69M
GLW
Corning Inc

Technology
28
+ 0.25%
$44.91 - $54.25 $1.26K - $1.52K
11.1K $506K
NVO
Novo Nordisk A S

Healthcare
436
+ 13.3%
$69.3 - $90.95 $30.2K - $39.7K
3.71K $257K
STT
State Street Corp

Financial Services
23
+ 0.75%
$84.47 - $102.23 $1.94K - $2.35K
3.09K $276K
DELL
Dell Technologies Inc.

Technology
4
+ 0.36%
$90.34 - $124.66 $361 - $499
1.12K $101K
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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