Clearstead Trust, LLC Purchases in Q3 2025

Clearstead Trust, LLC

  • $526 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HALO
Halozyme Therapeutics, Inc.

Healthcare
65
New
$52.92 - $78.28 $3.44K - $5.09K
65 $4K
INSM
Insmed Inc

Healthcare
29
New
$96.14 - $147.2 $2.79K - $4.27K
29 $4K
RGLD
Royal Gold Inc

Basic Materials
23
+ 2300.0%
$151.42 - $200.58 $3.48K - $4.61K
24 $4K
DKNG
Draft Kings Inc.

Consumer Cyclical
111
New
$37.4 - $48.23 $4.15K - $5.35K
111 $4K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
111
+ 49.12%
$24.02 - $27.91 $2.67K - $3.1K
337 $9K
AA
Alcoa Corp

Basic Materials
82
+ 136.67%
$28.4 - $33.85 $2.33K - $2.78K
142 $4K
NNN
National Retail Properties, Inc.

Real Estate
59
+ 17.05%
$40.68 - $44.1 $2.4K - $2.6K
405 $17K
NFG
National Fuel Gas CO

Energy
38
New
$82.19 - $93.72 $3.12K - $3.56K
38 $3K
AXS
Axis Capital Holdings LTD

Financial Services
53
+ 23.87%
$93.33 - $102.44 $4.95K - $5.43K
275 $26K
HRL
Hormel Foods Corp

Consumer Defensive
145
+ 77.96%
$24.31 - $31.54 $3.52K - $4.57K
331 $8K
COLB
Columbia Banking System, Inc.

Financial Services
65
+ 14.44%
$23.26 - $27.31 $1.51K - $1.78K
515 $13K
UAL
United Airlines Holdings, Inc.

Industrials
21
+ 23.08%
$80.05 - $109.36 $1.68K - $2.3K
112 $10K
UFPI
Ufp Industries Inc

Basic Materials
32
+ 1600.0%
$91.8 - $108.49 $2.94K - $3.47K
34 $3K
MKSI
Mks Instruments Inc

Technology
2
+ 2.5%
$89.62 - $129.92 $179 - $260
82 $10K
INGR
Ingredion Inc

Consumer Defensive
33
+ 53.23%
$121.01 - $138.21 $3.99K - $4.56K
95 $11K
FCN
Fti Consulting, Inc

Industrials
22
New
$157.99 - $174.18 $3.48K - $3.83K
22 $3K
PII
Polaris Inc.

Consumer Cyclical
3
+ 2.04%
$44.87 - $59.95 $135 - $180
150 $8K
EXC
Exelon Corp

Utilities
10
+ 0.61%
$42.73 - $45.54 $427 - $455
1.65K $74K
S
Sentinel One, Inc.

Technology
186
New
$15.81 - $19.78 $2.94K - $3.68K
186 $3K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
114
New
$24.0 - $31.51 $2.74K - $3.59K
114 $3K
SITE
Site One Landscape Supply, Inc.

Industrials
24
+ 266.67%
$121.97 - $152.97 $2.93K - $3.67K
33 $4K
AOS
Smith A O Corp

Industrials
45
+ 214.29%
$67.24 - $74.3 $3.03K - $3.34K
66 $4K
EFX
Equifax Inc

Industrials
19
+ 2.42%
$234.03 - $265.73 $4.45K - $5.05K
805 $206K
OMF
One Main Holdings, Inc.

Financial Services
37
New
$55.61 - $62.61 $2.06K - $2.32K
37 $2K
TRV
Travelers Companies, Inc.

Financial Services
6
+ 11.32%
$250.62 - $279.43 $1.5K - $1.68K
59 $16K
TTC
Toro CO

Industrials
19
+ 54.29%
$72.64 - $82.54 $1.38K - $1.57K
54 $4K
CORT
Corcept Therapeutics Inc

Healthcare
17
+ 33.33%
$67.17 - $83.9 $1.14K - $1.43K
68 $5K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
38
New
$61.86 - $71.34 $2.35K - $2.71K
38 $2K
CW
Curtiss Wright Corp

Industrials
1
+ 7.14%
$472.43 - $542.94 $472 - $543
15 $8K
MPW
Medical Properties Trust Inc

Real Estate
189
+ 20.37%
$3.98 - $5.13 $752 - $970
1.12K $5K
TTWO
Take Two Interactive Software Inc

Communication Services
5
+ 8.06%
$217.37 - $259.96 $1.09K - $1.3K
67 $17K
RKT
Rocket Companies, Inc.

Financial Services
119
New
$13.31 - $21.16 $1.58K - $2.52K
119 $2K
BAH
Booz Allen Hamilton Holding Corp

Industrials
23
+ 13.61%
$97.53 - $115.95 $2.24K - $2.67K
192 $19K
RVMD
Revolution Medicines, Inc.

Healthcare
53
New
$34.7 - $46.7 $1.84K - $2.48K
53 $2K
SYNA
Synaptics Inc

Technology
22
+ 157.14%
$59.7 - $74.35 $1.31K - $1.64K
36 $2K
MSCI
Msci Inc.

Financial Services
4
+ 16.0%
$526.48 - $588.0 $2.11K - $2.35K
29 $16K
UAA
Under Armour, Inc.

Consumer Cyclical
437
New
$4.77 - $7.37 $2.08K - $3.22K
437 $2K
EXPE
Expedia Group, Inc.

Consumer Cyclical
4
+ 16.0%
$171.01 - $228.24 $684 - $913
29 $6K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
8
+ 6.11%
$71.86 - $87.45 $575 - $700
139 $11K
EQT
Eqt Corp

Energy
41
+ 157.69%
$49.19 - $59.19 $2.02K - $2.43K
67 $3K
VTRS
Viatris Inc

Healthcare
169
+ 16.39%
$8.74 - $10.69 $1.48K - $1.81K
1.2K $11K
HII
Huntington Ingalls Industries, Inc.

Industrials
1
+ 3.57%
$246.31 - $287.91 $246 - $288
29 $8K
WMG
Warner Music Group Corp.

Communication Services
10
+ 4.12%
$27.83 - $34.24 $278 - $342
253 $8K
ES
Eversource Energy

Utilities
33
+ 52.38%
$62.86 - $71.14 $2.07K - $2.35K
96 $6K
RPRX
Royalty Pharma PLC

Healthcare
58
+ 43.94%
$34.9 - $37.91 $2.02K - $2.2K
190 $6K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
62
New
$31.86 - $39.7 $1.98K - $2.46K
62 $2K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.64%
$139.5 - $153.94 $419 - $462
471 $71K
NU
Nu Holdings Ltd.

Financial Services
98
+ 72.06%
$11.92 - $16.3 $1.17K - $1.6K
234 $3K
GFS
Globalfoundries Inc.

Technology
42
+ 56.0%
$31.62 - $41.66 $1.33K - $1.75K
117 $4K
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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