Clearstead Trust, LLC Purchases in Q1 2025

Clearstead Trust, LLC

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
341
New
$51.52 - $52.37 $17.6K - $17.9K
341 $17K
XLK
Technology Sector Spdr

ETFs
247
+ 18.94%
$206.38 - $242.18 $51K - $59.8K
1.55K $320K
CCI
Crown Castle International Corp

Real Estate
169
New
$84.33 - $106.39 $14.3K - $18K
169 $17K
LEA
Lear Corp

Consumer Cyclical
194
New
$87.96 - $99.36 $17.1K - $19.3K
194 $17K
ORI
Old Republic International Corp

Financial Services
451
New
$33.46 - $39.22 $15.1K - $17.7K
451 $17K
WRB
Berkley W R Corp

Financial Services
240
New
$56.7 - $71.27 $13.6K - $17.1K
240 $17K
OVV
Ovintiv Inc.

Energy
420
New
$37.84 - $45.91 $15.9K - $19.3K
420 $17K
CHTR
Charter Communications, Inc.

Communication Services
47
+ 671.43%
$334.89 - $384.77 $15.7K - $18.1K
54 $19K
FAF
First American Financial Corp

Financial Services
250
New
$57.7 - $66.47 $14.4K - $16.6K
250 $16K
VLO
Valero Energy Corp

Energy
128
New
$121.76 - $142.99 $15.6K - $18.3K
128 $16K
APA
Apa Corp

Energy
739
New
$18.54 - $25.45 $13.7K - $18.8K
739 $15K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
453
New
$30.38 - $34.94 $13.8K - $15.8K
453 $15K
MLM
Martin Marietta Materials Inc

Basic Materials
32
New
$460.39 - $552.64 $14.7K - $17.7K
32 $15K
POST
Post Holdings, Inc.

Consumer Defensive
129
New
$104.57 - $116.92 $13.5K - $15.1K
129 $15K
VTR
Ventas, Inc.

Real Estate
226
New
$56.9 - $70.47 $12.9K - $15.9K
226 $15K
ACI
Albertsons Companies, Inc.

Consumer Defensive
694
New
$19.58 - $22.02 $13.6K - $15.3K
694 $15K
AMCR
Amcor PLC

Consumer Cyclical
1.6K
New
$9.33 - $10.39 $14.9K - $16.6K
1.6K $15K
HIG
Hartford Financial Services Group, Inc.

Financial Services
121
New
$106.31 - $123.73 $12.9K - $15K
121 $14K
TRGP
Targa Resources Corp.

Energy
71
New
$178.44 - $217.22 $12.7K - $15.4K
71 $14K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
108
+ 211.76%
$88.0 - $115.5 $9.5K - $12.5K
159 $18K
LEN
Lennar Corp

Consumer Cyclical
127
New
$113.93 - $141.54 $14.5K - $18K
127 $14K
MAN
Manpower Group Inc.

Industrials
248
New
$53.77 - $62.66 $13.3K - $15.5K
248 $14K
CHD
Church & Dwight CO Inc

Consumer Defensive
131
New
$101.42 - $113.2 $13.3K - $14.8K
131 $14K
YUM
Yum Brands Inc

Consumer Cyclical
22
+ 4.89%
$123.25 - $162.53 $2.71K - $3.58K
472 $74K
AIZ
Assurant, Inc.

Financial Services
62
New
$198.92 - $218.67 $12.3K - $13.6K
62 $13K
JBHT
Hunt J B Transport Services Inc

Industrials
94
New
$146.12 - $186.55 $13.7K - $17.5K
94 $13K
MU
Micron Technology Inc

Technology
159
New
$86.89 - $109.38 $13.8K - $17.4K
159 $13K
HAS
Hasbro, Inc.

Consumer Cyclical
219
New
$56.16 - $69.06 $12.3K - $15.1K
219 $13K
AAL
American Airlines Group Inc.

Industrials
1.2K
New
N/A
1.2K $13K
MPC
Marathon Petroleum Corp

Energy
90
New
$134.72 - $159.03 $12.1K - $14.3K
90 $13K
AON
Aon PLC

Financial Services
35
New
$348.44 - $409.32 $12.2K - $14.3K
35 $13K
PSX
Phillips 66

Energy
86
+ 34.4%
$113.93 - $131.55 $9.8K - $11.3K
336 $41K
LNC
Lincoln National Corp

Financial Services
339
New
$30.06 - $39.23 $10.2K - $13.3K
339 $12K
PKG
Packaging Corp Of America

Consumer Cyclical
70
+ 118.64%
$192.03 - $242.13 $13.4K - $16.9K
129 $25K
SR
Spire Inc

Utilities
164
New
$65.62 - $78.25 $10.8K - $12.8K
164 $12K
WTW
Willis Towers Watson PLC

Financial Services
37
New
$306.61 - $340.78 $11.3K - $12.6K
37 $12K
ST
Sensata Technologies Holding PLC

Technology
521
New
$24.27 - $30.0 $12.6K - $15.6K
521 $12K
ES
Eversource Energy

Utilities
203
New
$55.63 - $63.8 $11.3K - $13K
203 $12K
BEN
Franklin Resources Inc

Financial Services
646
New
$18.92 - $22.24 $12.2K - $14.4K
646 $12K
SCI
Service Corp International

Consumer Cyclical
139
New
$75.99 - $84.16 $10.6K - $11.7K
139 $11K
ALLY
Ally Financial Inc.

Financial Services
308
New
$32.99 - $40.09 $10.2K - $12.3K
308 $11K
PPC
Pilgrims Pride Corp

Consumer Defensive
216
New
$44.52 - $55.93 $9.62K - $12.1K
216 $11K
EQH
Equitable Holdings, Inc.

Financial Services
217
New
$47.64 - $55.68 $10.3K - $12.1K
217 $11K
UGI
Ugi Corp

Utilities
351
New
$28.0 - $34.16 $9.83K - $12K
351 $11K
SWK
Stanley Black & Decker, Inc.

Industrials
146
New
$76.43 - $90.41 $11.2K - $13.2K
146 $11K
URI
United Rentals, Inc.

Industrials
18
New
$594.17 - $789.56 $10.7K - $14.2K
18 $11K
WSO
Watsco Inc

Industrials
23
New
$463.86 - $530.75 $10.7K - $12.2K
23 $11K
UAL
United Airlines Holdings, Inc.

Industrials
168
New
$69.05 - $110.52 $11.6K - $18.6K
168 $11K
OKE
Oneok Inc

Energy
133
+ 5.0%
$89.57 - $109.85 $11.9K - $14.6K
2.79K $277K
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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