Clearstead Trust, LLC Purchases in Q2 2025

Clearstead Trust, LLC

  • $473 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
15
+ 0.82%
$108.41 - $120.51 $1.63K - $1.81K
1.85K $216K
PG
Procter & Gamble CO

Consumer Defensive
826
+ 6.66%
$157.66 - $172.39 $130K - $142K
13.2K $2.11M
AEE
Ameren Corp

Utilities
8
+ 0.39%
$94.23 - $101.68 $754 - $813
2.06K $197K
COP
Conocophillips

Energy
29
+ 3.51%
$82.66 - $106.1 $2.4K - $3.08K
856 $76K
TMUS
T Mobile Us, Inc.

Communication Services
25
+ 4.41%
$220.99 - $268.54 $5.52K - $6.71K
592 $141K
WDFC
Wd 40 CO

Basic Materials
7
+ 0.9%
$217.49 - $248.93 $1.52K - $1.74K
784 $178K
BMY
Bristol Myers Squibb CO

Healthcare
593
+ 21.82%
$44.12 - $59.6 $26.2K - $35.3K
3.31K $153K
SBUX
Starbucks Corp

Consumer Cyclical
284
+ 4.81%
$79.69 - $99.41 $22.6K - $28.2K
6.19K $567K
FTV
Fortive Corp

Technology
44
+ 5.63%
$52.13 - $74.29 $2.29K - $3.27K
826 $43K
SKY
Skyline Champion Corp

Consumer Cyclical
7
+ 1.41%
$60.33 - $94.94 $422 - $665
502 $31K
DHR
Danaher Corp

Healthcare
12
+ 0.27%
$174.64 - $205.16 $2.1K - $2.46K
4.44K $877K
OKE
Oneok Inc

Energy
31
+ 1.11%
$78.71 - $100.37 $2.44K - $3.11K
2.82K $230K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
17.4K
+ 1423.36%
$87.84 - $1441.89 $1.53M - $25M
18.6K $1.68M
ED
Consolidated Edison Inc

Utilities
155
+ 1.65%
$98.05 - $113.3 $15.2K - $17.6K
9.54K $956K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
168
+ 0.18%
$24.32 - $27.87 $4.09K - $4.68K
91K $2.41M
PEP
Pepsico Inc

Consumer Defensive
104
+ 1.18%
$128.02 - $151.37 $13.3K - $15.7K
8.88K $1.17M
CVX
Chevron Corp

Energy
1.55K
+ 10.05%
$133.73 - $168.51 $207K - $261K
16.9K $2.42M
LLY
Eli Lilly & CO

Healthcare
57
+ 1.19%
$713.71 - $898.95 $40.7K - $51.2K
4.86K $3.79M
AAPL
Apple Inc.

Technology
6.41K
+ 7.26%
$172.42 - $223.89 $1.11M - $1.44M
94.7K $19.4M
MCD
Mcdonalds Corp

Consumer Cyclical
64
+ 0.46%
$285.55 - $321.23 $18.3K - $20.6K
14K $4.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
136
+ 1.53%
$483.48 - $539.8 $65.8K - $73.4K
9K $4.37M
JNJ
Johnson & Johnson

Healthcare
9
+ 0.03%
$146.36 - $159.82 $1.32K - $1.44K
27.1K $4.15M
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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