Clearstead Trust, LLC Purchases in Q1 2025

Clearstead Trust, LLC

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
198
+ 388.24%
$183.02 - $207.75 $36.2K - $41.1K
249 $46K
SHW
Sherwin Williams CO

Basic Materials
100
+ 222.22%
$330.16 - $365.55 $33K - $36.6K
145 $50K
GILD
Gilead Sciences, Inc.

Healthcare
279
+ 287.63%
$89.14 - $117.41 $24.9K - $32.8K
376 $42K
MMM
3 M CO

Industrials
13
+ 0.74%
$129.7 - $155.12 $1.69K - $2.02K
1.77K $259K
EVRG
Evergy, Inc.

Utilities
471
New
$59.9 - $69.52 $28.2K - $32.7K
471 $32K
EXC
Exelon Corp

Utilities
511
+ 48.03%
$37.3 - $46.08 $19.1K - $23.5K
1.58K $72K
NVS
Novartis Ag

Healthcare
200
+ 38.46%
$97.14 - $115.57 $19.4K - $23.1K
720 $80K
BKH
Black Hills Corp

Utilities
499
New
$55.74 - $61.86 $27.8K - $30.9K
499 $30K
CPRT
Copart Inc

Consumer Cyclical
586
+ 15.24%
$52.3 - $59.83 $30.6K - $35.1K
4.43K $250K
F
Ford Motor CO

Consumer Cyclical
2.75K
+ 17.33%
$9.12 - $10.43 $25.1K - $28.7K
18.6K $186K
KHC
Kraft Heinz CO

Consumer Defensive
944
+ 27.72%
$28.51 - $32.22 $26.9K - $30.4K
4.35K $132K
FTNT
Fortinet, Inc.

Technology
288
New
$92.49 - $114.57 $26.6K - $33K
288 $27K
THG
Hanover Insurance Group, Inc.

Financial Services
153
New
$147.13 - $174.61 $22.5K - $26.7K
153 $26K
CBOE
Cboe Global Markets, Inc.

Financial Services
116
New
$190.84 - $226.29 $22.1K - $26.2K
116 $26K
LHX
L3 Harris Technologies, Inc.

Industrials
122
New
$194.65 - $222.86 $23.7K - $27.2K
122 $25K
ELV
Elevance Health, Inc.

Healthcare
39
+ 29.32%
$365.9 - $436.25 $14.3K - $17K
172 $74K
CFG
Citizens Financial Group Inc

Financial Services
588
New
$39.73 - $48.36 $23.4K - $28.4K
588 $24K
STWD
Starwood Property Trust, Inc.

Real Estate
735
+ 6.55%
$18.41 - $20.53 $13.5K - $15.1K
12K $236K
PNW
Pinnacle West Capital Corp

Utilities
259
New
$81.76 - $95.25 $21.2K - $24.7K
259 $24K
MSM
Msc Industrial Direct CO Inc

Industrials
321
New
$74.45 - $83.08 $23.9K - $26.7K
321 $24K
AM
Antero Midstream Corp

Energy
1.33K
New
$15.47 - $18.04 $20.6K - $24.1K
1.33K $24K
EPD
Enterprise Products Partners L.P.

Energy
100
+ 1.35%
$31.75 - $34.14 $3.18K - $3.41K
7.5K $255K
D
Dominion Energy, Inc

Utilities
377
+ 70.07%
$52.85 - $57.43 $19.9K - $21.7K
915 $51K
TD
Toronto Dominion Bank

Financial Services
400
New
$53.12 - $61.15 $21.2K - $24.5K
400 $23K
EFX
Equifax Inc

Industrials
131
+ 18.04%
$235.63 - $278.34 $30.9K - $36.5K
857 $208K
PRU
Prudential Financial Inc

Financial Services
207
+ 350.85%
$105.04 - $122.33 $21.7K - $25.3K
266 $29K
ACN
Accenture PLC

Technology
458
+ 15.16%
$300.91 - $398.25 $138K - $182K
3.48K $1.09M
SON
Sonoco Products CO

Consumer Cyclical
491
New
$44.71 - $49.22 $22K - $24.2K
491 $23K
AXS
Axis Capital Holdings LTD

Financial Services
221
New
$85.54 - $100.24 $18.9K - $22.2K
221 $22K
EMLP
First Tr Exchange Traded Iv

ETFs
600
New
$35.79 - $38.28 $21.5K - $23K
600 $22K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
223
+ 4.37%
$81.83 - $82.73 $18.2K - $18.4K
5.33K $440K
CDNS
Cadence Design Systems Inc

Technology
90
New
$233.96 - $324.52 $21.1K - $29.2K
90 $22K
VRSK
Verisk Analytics, Inc.

Industrials
60
+ 48.0%
$268.63 - $301.33 $16.1K - $18.1K
185 $55K
AVB
Avalonbay Communities Inc

Real Estate
100
New
$207.86 - $228.08 $20.8K - $22.8K
100 $21K
LNT
Alliant Energy Corp

Utilities
335
New
$56.66 - $66.04 $19K - $22.1K
335 $21K
WPC
W. P. Carey Inc.

Real Estate
334
New
$53.5 - $65.05 $17.9K - $21.7K
334 $21K
NOV
Nov Inc.

Energy
1.35K
New
$13.99 - $16.43 $18.9K - $22.1K
1.35K $20K
QCOM
Qualcomm Inc

Technology
125
+ 8.0%
$151.94 - $175.86 $19K - $22K
1.69K $259K
SCHW
Schwab Charles Corp

Financial Services
173
+ 12.21%
$71.24 - $83.64 $12.3K - $14.5K
1.59K $124K
PPL
Ppl Corp

Utilities
574
New
$31.68 - $36.11 $18.2K - $20.7K
574 $20K
TSN
Tyson Foods, Inc.

Consumer Defensive
315
New
$54.27 - $63.81 $17.1K - $20.1K
315 $20K
PFG
Principal Financial Group Inc

Financial Services
226
New
$76.34 - $89.04 $17.3K - $20.1K
226 $19K
OXY
Occidental Petroleum Corp

Energy
403
New
$45.45 - $52.7 $18.3K - $21.2K
403 $19K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
236
+ 60.05%
$76.94 - $78.28 $18.2K - $18.5K
629 $49K
NOC
Northrop Grumman Corp

Industrials
22
+ 12.79%
$433.45 - $513.82 $9.54K - $11.3K
194 $99K
TXT
Textron Inc

Industrials
269
New
$70.19 - $81.2 $18.9K - $21.8K
269 $19K
HDV
Ishares Core High Dividend ETF

ETFs
12
+ 0.66%
$110.86 - $121.12 $1.33K - $1.45K
1.84K $222K
FNF
Fidelity National Financial, Inc.

Financial Services
278
New
$54.25 - $65.27 $15.1K - $18.1K
278 $18K
EPR
Epr Properties

Real Estate
359
New
$43.98 - $53.81 $15.8K - $19.3K
359 $18K
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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