Clearstead Trust, LLC Purchases in Q2 2025

Clearstead Trust, LLC

  • $473 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SRE
Sempra Energy

Utilities
17
New
$63.78 - $78.91 $1.08K - $1.34K
17 $1K
SMPL
Simply Good Foods CO

Consumer Defensive
52
New
$31.59 - $38.0 $1.64K - $1.98K
52 $1K
SITM
Sitime Corp

Technology
8
New
$116.79 - $241.6 $934 - $1.93K
8 $1K
SAH
Sonic Automotive Inc

Consumer Cyclical
14
New
$56.16 - $81.86 $786 - $1.15K
14 $1K
SWX
Southwest Gas Holdings, Inc.

Utilities
12
+ 15.79%
$66.91 - $76.44 $803 - $917
88 $6K
SQ
Block, Inc.

Technology
19
+ 6.62%
N/A
306 $17K
SXI
Standex International Corp

Industrials
11
New
$130.91 - $162.93 $1.44K - $1.79K
11 $1K
STRL
Sterling Construction CO Inc

Industrials
8
New
$104.96 - $231.51 $840 - $1.85K
8 $1K
STC
Stewart Information Services Corp

Financial Services
23
New
$59.82 - $72.65 $1.38K - $1.67K
23 $1K
SNEX
Stone X Group Inc.

Financial Services
19
New
$69.59 - $94.15 $1.32K - $1.79K
19 $1K
LRN
Stride, Inc.

Consumer Defensive
12
New
$124.45 - $160.72 $1.49K - $1.93K
12 $1K
INN
Summit Hotel Properties, Inc.

Real Estate
208
New
$3.74 - $5.47 $778 - $1.14K
208 $1K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
136
New
N/A
136 $1K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
57
New
$28.81 - $34.65 $1.64K - $1.98K
57 $1K
TDY
Teledyne Technologies Inc

Technology
3
New
$435.54 - $512.31 $1.31K - $1.54K
3 $1K
TFX
Teleflex Inc

Healthcare
11
New
$117.53 - $141.38 $1.29K - $1.56K
11 $1K
TER
Teradyne, Inc

Technology
13
New
$67.96 - $91.05 $883 - $1.18K
13 $1K
TGTX
Tg Therapeutics, Inc.

Healthcare
48
New
$33.37 - $45.51 $1.6K - $2.18K
48 $1K
TDW
Tidewater Inc

Energy
25
New
$32.27 - $48.26 $807 - $1.21K
25 $1K
TSCO
Tractor Supply CO

Consumer Cyclical
21
New
$47.86 - $55.77 $1.01K - $1.17K
21 $1K
TBK
Triumph Bancorp, Inc.

Financial Services
16
New
N/A
16 $1K
TRUP
Trupanion, Inc.

Financial Services
27
New
$32.91 - $56.45 $889 - $1.52K
27 $1K
UCBI
United Community Banks Inc

Financial Services
60
New
N/A
60 $1K
UNFI
United Natural Foods Inc

Consumer Defensive
50
New
$21.3 - $31.55 $1.07K - $1.58K
50 $1K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15
New
$77.94 - $79.5 $1.17K - $1.19K
15 $1K
VRRM
Verra Mobility Corp

Industrials
48
New
$20.85 - $25.4 $1K - $1.22K
48 $1K
WD
Walker & Dunlop, Inc.

Financial Services
19
New
$66.0 - $85.06 $1.25K - $1.62K
19 $1K
WMG
Warner Music Group Corp.

Communication Services
64
+ 35.75%
$25.91 - $31.32 $1.66K - $2K
243 $6K
HCC
Warrior Met Coal, Inc.

Basic Materials
26
New
$40.66 - $50.18 $1.06K - $1.3K
26 $1K
WEN
Wendy'S CO

Consumer Cyclical
164
+ 61.89%
$11.11 - $14.72 $1.82K - $2.41K
429 $4K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
34
+ 49.28%
$22.25 - $30.3 $757 - $1.03K
103 $2K
WWW
Wolverine World Wide Inc

Consumer Cyclical
56
New
$10.07 - $18.79 $564 - $1.05K
56 $1K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
80
New
$9.22 - $12.79 $738 - $1.02K
80 $1K
ZG
Zillow Group, Inc.

Communication Services
13
+ 433.33%
$59.44 - $70.64 $773 - $918
16 $1K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
12
New
$90.21 - $112.66 $1.08K - $1.35K
12 $1K
ZWS
Zurn Water Solutions Corp

Industrials
29
New
$28.5 - $37.54 $827 - $1.09K
29 $1K
ALKS
Alkermes Plc.

Healthcare
69
New
$26.59 - $32.65 $1.83K - $2.25K
69 $1K
AXS
Axis Capital Holdings LTD

Financial Services
1
+ 0.45%
$87.23 - $106.93 $87.2 - $107
222 $23K
CWK
Cushman & Wakefield PLC

Real Estate
108
New
$7.9 - $11.13 $853 - $1.2K
108 $1K
GFS
Globalfoundries Inc.

Technology
25
+ 50.0%
$30.37 - $40.03 $759 - $1K
75 $2K
HELE
Helen Of Troy LTD

Consumer Defensive
48
+ 200.0%
$24.48 - $53.26 $1.18K - $2.56K
72 $2K
RPRX
Royalty Pharma PLC

Healthcare
33
+ 33.33%
$30.85 - $36.14 $1.02K - $1.19K
132 $4K
SPNT
Sirius Point LTD

Financial Services
80
New
$15.16 - $20.88 $1.21K - $1.67K
80 $1K
VAL
Valaris LTD

Energy
47
New
$28.94 - $46.88 $1.36K - $2.2K
47 $1K
CNHI
Cnh Industrial N.V.

Industrials
57
+ 6.14%
N/A
986 $10K
ANDE
Andersons, Inc.

Consumer Defensive
18
New
$31.51 - $43.57 $567 - $784
18 $0
HMN
Horace Mann Educators Corp

Financial Services
8
New
$38.84 - $43.99 $311 - $352
8 $0
Liberty Media Corp Del
40
+ 22.22%
N/A
220 $0
SCCO
Southern Copper Corp

Basic Materials
4
New
$75.63 - $104.64 $303 - $419
4 $0
Activity Summary
Buys All Purchases 1123 New Holdings 675 Increased Positions 448 Sells All Sells 236 Reductions 236 Sold out 0 Options Calls 0 Puts 0
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