Clearstead Trust, LLC Purchases in Q2 2025

Clearstead Trust, LLC

  • $473 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UTL
Unitil Corp

Utilities
8
New
$51.68 - $59.77 $413 - $478
8 $0
UNIT
Uniti Group Inc.

Real Estate
86
New
$4.06 - $5.24 $349 - $451
86 $0
UNM
Unum Group

Financial Services
2
+ 1.72%
$70.48 - $82.91 $141 - $166
118 $9K
URBN
Urban Outfitters Inc

Consumer Cyclical
13
New
$43.24 - $75.26 $562 - $978
13 $0
UE
Urban Edge Properties

Real Estate
33
New
$16.3 - $19.42 $538 - $641
33 $0
VLY
Valley National Bancorp

Financial Services
61
+ 10.83%
$7.87 - $9.2 $480 - $561
624 $5K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
8
New
$65.84 - $80.81 $527 - $646
8 $0
VECO
Veeco Instruments Inc

Technology
16
New
$17.35 - $21.81 $278 - $349
16 $0
VTR
Ventas, Inc.

Real Estate
26
+ 11.5%
$62.45 - $70.08 $1.62K - $1.82K
252 $15K
Veralto Corp
19
+ 5.21%
N/A
384 $0
VCEL
Vericel Corp

Healthcare
12
New
$37.92 - $45.7 $455 - $548
12 $0
VVI
Viad Corp

Industrials
15
New
N/A
15 $0
VSAT
Viasat Inc

Technology
39
New
$7.7 - $14.6 $300 - $569
39 $0
VIAV
Viavi Solutions Inc.

Technology
31
New
$8.99 - $11.41 $279 - $354
31 $0
VICR
Vicor Corp

Technology
12
New
$39.41 - $51.91 $473 - $623
12 $0
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
28
New
$14.87 - $23.57 $416 - $660
28 $0
VRTS
Virtus Investment Partners, Inc.

Financial Services
3
New
$143.2 - $185.33 $430 - $556
3 $0
Wk Kellogg CO
18
New
N/A
18 $0
WRE
Washington Real Estate Investment Trust
14
+ 1.35%
N/A
1.05K $18K
WY
Weyerhaeuser CO

Real Estate
3
+ 4.92%
$24.69 - $29.48 $74.1 - $88.4
64 $1K
WSR
Whitestone Reit

Real Estate
34
New
$12.06 - $14.62 $410 - $497
34 $0
WLY
John Wiley & Sons, Inc.

Communication Services
20
New
$37.03 - $45.5 $741 - $910
20 $0
WETF
Wisdom Tree Investments, Inc.

Financial Services
84
New
N/A
84 $0
INT
World Fuel Services Corp

Energy
37
New
N/A
37 $0
XPEL
Xpel, Inc.

Consumer Cyclical
12
New
$24.72 - $38.85 $297 - $466
12 $0
XNCR
Xencor Inc

Healthcare
51
New
$7.52 - $11.26 $384 - $574
51 $0
XRX
Xerox Holdings Corp

Technology
135
New
$3.64 - $5.95 $491 - $803
135 $0
YELP
Yelp Inc

Communication Services
7
New
$32.56 - $40.93 $228 - $287
7 $0
ALLE
Allegion PLC

Industrials
3
New
$118.52 - $145.64 $356 - $437
3 $0
CPRI
Capri Holdings LTD

Consumer Cyclical
6
+ 10.71%
$12.48 - $19.63 $74.9 - $118
62 $1K
ICHR
Ichor Holdings, Ltd.

Technology
20
New
$15.78 - $22.61 $316 - $452
20 $0
MDT
Medtronic PLC

Healthcare
333
+ 3.17%
$80.68 - $88.86 $26.9K - $29.6K
10.8K $944K
Liberty Global LTD
409
New
N/A
409 $0
NU
Nu Holdings Ltd.

Financial Services
9
+ 7.09%
$9.6 - $13.72 $86.4 - $123
136 $1K
Smurfit Westrock PLC
44
New
N/A
44 $0
STE
Steris PLC

Healthcare
3
New
$208.55 - $252.55 $626 - $758
3 $0
Te Connectivity PLC
7
+ 4.93%
N/A
149 $0
RACE
Ferrari N.V.

Consumer Cyclical
2
New
$397.86 - $499.02 $796 - $998
2 $0
LPG
Dorian Lpg Ltd.

Energy
26
New
$17.34 - $25.75 $451 - $670
26 $0
EXC
Exelon Corp

Utilities
62
+ 3.94%
$42.2 - $47.37 $2.62K - $2.94K
1.64K $71K
MPW
Medical Properties Trust Inc

Real Estate
247
+ 36.27%
$4.31 - $5.91 $1.06K - $1.46K
928 $3K
NMFC
New Mountain Finance Corp

Financial Services
249
+ 2.86%
$9.11 - $11.09 $2.27K - $2.76K
8.94K $94K
PAYX
Paychex Inc

Industrials
19
+ 5.31%
$137.01 - $159.78 $2.6K - $3.04K
377 $54K
PNW
Pinnacle West Capital Corp

Utilities
8
+ 3.09%
$88.3 - $95.43 $706 - $763
267 $23K
GRMN
Garmin LTD

Technology
5
+ 2.38%
$173.63 - $218.07 $868 - $1.09K
215 $44K
APA
Apa Corp

Energy
14
+ 1.89%
$14.03 - $21.24 $196 - $297
753 $13K
ENR
Energizer Holdings, Inc.

Industrials
20
+ 7.49%
$19.83 - $29.97 $397 - $599
287 $5K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
9
+ 5.49%
$421.16 - $509.5 $3.79K - $4.59K
173 $77K
ENPH
Enphase Energy, Inc.

Technology
27
+ 15.79%
$34.56 - $62.52 $933 - $1.69K
198 $7K
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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