Clearstead Trust, LLC Purchases in Q3 2025

Clearstead Trust, LLC

  • $526 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
445
+ 51.99%
$91.0 - $98.99 $40.5K - $44.1K
1.3K $123K
PLTR
Palantir Technologies Inc.

Technology
21
+ 2.46%
$130.68 - $186.97 $2.74K - $3.93K
873 $159K
DGRO
Ishares Core Dividend Growth E

ETFs
609
+ 294.2%
$64.12 - $68.08 $39K - $41.5K
816 $55K
PSX
Phillips 66

Energy
222
+ 50.68%
$118.37 - $139.46 $26.3K - $31K
660 $89K
GLD
Spdr Gold Trust

ETFs
17
+ 2.71%
$300.96 - $355.47 $5.12K - $6.04K
644 $228K
RJF
Raymond James Financial Inc

Financial Services
181
+ 174.04%
$154.64 - $176.43 $28K - $31.9K
285 $49K
HAL
Halliburton CO

Energy
370
+ 7.4%
$20.5 - $25.11 $7.59K - $9.29K
5.37K $132K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
285
+ 276.7%
$98.53 - $107.1 $28.1K - $30.5K
388 $40K
SYY
Sysco Corp

Consumer Defensive
9
+ 0.21%
$76.33 - $82.51 $687 - $743
4.29K $353K
VEEV
Veeva Systems Inc

Healthcare
90
+ 130.43%
$269.2 - $297.91 $24.2K - $26.8K
159 $47K
KHC
Kraft Heinz CO

Consumer Defensive
1.04K
+ 30.12%
$25.63 - $28.94 $26.6K - $30.1K
4.49K $116K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
553
+ 230.42%
$42.26 - $47.16 $23.4K - $26.1K
793 $36K
SHEL
Shell PLC

Energy
203
+ 2.55%
$69.82 - $73.93 $14.2K - $15K
8.15K $583K
UNP
Union Pacific Corp

Industrials
1
+ 0.03%
$214.91 - $237.16 $215 - $237
3.77K $889K
IDV
Ishares Tr

ETFs
544
+ 33.25%
$34.54 - $37.28 $18.8K - $20.3K
2.18K $79K
MFC
Manulife Financial Corp

Financial Services
742
+ 144.36%
$29.9 - $32.34 $22.2K - $24K
1.26K $39K
F
Ford Motor CO

Consumer Cyclical
139
+ 0.75%
$10.82 - $12.09 $1.5K - $1.68K
18.6K $222K
SAP
Sap Se

Technology
119
+ 35.52%
$252.42 - $311.93 $30K - $37.1K
454 $121K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
234
+ 56.25%
$72.65 - $78.68 $17K - $18.4K
650 $50K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
243
+ 1620.0%
$78.96 - $80.04 $19.2K - $19.4K
258 $20K
TSN
Tyson Foods, Inc.

Consumer Defensive
345
New
$52.3 - $57.69 $18K - $19.9K
345 $18K
HPE
Hewlett Packard Enterprise CO

Technology
625
+ 93.84%
$19.81 - $25.24 $12.4K - $15.8K
1.29K $31K
VBR
Vanguard Small Cap Value ETF

ETFs
86
+ 330.77%
$195.41 - $212.37 $16.8K - $18.3K
112 $23K
FNF
Fidelity National Financial, Inc.

Financial Services
292
New
$51.22 - $61.07 $15K - $17.8K
292 $17K
ELS
Equity Lifestyle Properties Inc

Real Estate
270
+ 692.31%
$58.43 - $62.12 $15.8K - $16.8K
309 $18K
POST
Post Holdings, Inc.

Consumer Defensive
140
New
$102.36 - $114.04 $14.3K - $16K
140 $15K
MNST
Monster Beverage Corp

Consumer Defensive
216
+ 148.97%
$58.65 - $67.31 $12.7K - $14.5K
361 $24K
ORI
Old Republic International Corp

Financial Services
288
+ 65.6%
$35.74 - $42.47 $10.3K - $12.2K
727 $30K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
120
New
$100.63 - $112.27 $12.1K - $13.5K
120 $13K
VICI
Vici Properties Inc.

Real Estate
406
New
$31.43 - $33.93 $12.8K - $13.8K
406 $13K
HDV
Ishares Core High Dividend ETF

ETFs
14
+ 0.76%
$118.16 - $123.66 $1.65K - $1.73K
1.87K $228K
FDX
Fedex Corp

Industrials
3
+ 0.21%
$217.1 - $243.2 $651 - $730
1.4K $330K
INVH
Invitation Homes Inc.

Real Estate
411
New
$28.9 - $32.78 $11.9K - $13.5K
411 $12K
CHD
Church & Dwight CO Inc

Consumer Defensive
141
+ 142.42%
$85.84 - $99.09 $12.1K - $14K
240 $21K
KMB
Kimberly Clark Corp

Consumer Defensive
94
+ 45.85%
$121.72 - $136.77 $11.4K - $12.9K
299 $37K
FAF
First American Financial Corp

Financial Services
181
New
$54.73 - $68.13 $9.91K - $12.3K
181 $11K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
436
+ 128.61%
$21.49 - $24.47 $9.37K - $10.7K
775 $18K
CSX
Csx Corp

Industrials
80
+ 2.82%
$32.05 - $36.52 $2.56K - $2.92K
2.91K $103K
LEN
Lennar Corp

Consumer Cyclical
65
+ 82.28%
$107.73 - $142.4 $7K - $9.26K
144 $18K
BWA
Borgwarner Inc

Consumer Cyclical
153
+ 44.74%
$34.53 - $44.44 $5.28K - $6.8K
495 $21K
REG
Regency Centers Corp

Real Estate
133
+ 266.0%
$68.62 - $73.81 $9.13K - $9.82K
183 $13K
GRMN
Garmin LTD

Technology
3
+ 1.4%
$211.13 - $246.22 $633 - $739
218 $53K
WTW
Willis Towers Watson PLC

Financial Services
23
+ 191.67%
$301.83 - $345.45 $6.94K - $7.95K
35 $12K
FHI
Federated Hermes, Inc.

Financial Services
175
New
$44.78 - $54.1 $7.84K - $9.47K
175 $9K
HIG
Hartford Financial Services Group, Inc.

Financial Services
58
+ 36.25%
$119.73 - $134.7 $6.94K - $7.81K
218 $29K
HUM
Humana Inc

Healthcare
31
+ 775.0%
$220.41 - $312.0 $6.83K - $9.67K
35 $9K
ADM
Archer Daniels Midland CO

Consumer Defensive
131
+ 145.56%
$53.54 - $64.21 $7.01K - $8.41K
221 $13K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
536
+ 98.35%
$25.5 - $35.2 $13.7K - $18.9K
1.08K $27K
VOYA
Voya Financial, Inc.

Financial Services
104
+ 50.98%
$67.31 - $77.62 $7K - $8.07K
308 $23K
Activity Summary
Buys All Purchases 356 New Holdings 86 Increased Positions 270 Sells All Sells 293 Reductions 293 Sold out 0 Options Calls 0 Puts 0
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