Clearstead Trust, LLC Purchases in Q1 2025

Clearstead Trust, LLC

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HRB
H&R Block Inc

Consumer Cyclical
124
New
$49.96 - $55.97 $6.2K - $6.94K
124 $6K
HSIC
Henry Schein Inc

Healthcare
98
New
$68.49 - $81.91 $6.71K - $8.03K
98 $6K
ALV
Autoliv Inc

Consumer Cyclical
59
New
$87.68 - $102.7 $5.17K - $6.06K
59 $5K
DVA
Davita Inc.

Healthcare
38
New
$140.0 - $177.35 $5.32K - $6.74K
38 $5K
PFGC
Performance Food Group CO

Consumer Defensive
70
New
$74.86 - $90.93 $5.24K - $6.37K
70 $5K
ADC
Agree Realty Corp

Real Estate
66
New
$68.36 - $77.19 $4.51K - $5.09K
66 $5K
CRWD
Crowd Strike Holdings, Inc.

Technology
17
New
$308.86 - $455.36 $5.25K - $7.74K
17 $5K
PR
Permian Resources Corporation

Energy
428
New
$12.33 - $16.0 $5.28K - $6.85K
428 $5K
CRBG
Corebridge Financial, Inc.

Financial Services
176
New
$29.61 - $34.68 $5.21K - $6.1K
176 $5K
BAX
Baxter International Inc

Healthcare
105
+ 29.17%
$29.26 - $36.57 $3.07K - $3.84K
465 $15K
AMED
Amedisys Inc

Healthcare
64
New
$90.44 - $92.9 $5.79K - $5.95K
64 $5K
GL
Globe Life Inc.

Financial Services
39
New
$111.2 - $131.72 $4.34K - $5.14K
39 $5K
MKTX
Marketaxess Holdings Inc

Financial Services
25
New
$189.81 - $226.47 $4.75K - $5.66K
25 $5K
HCA
Hca Healthcare, Inc.

Healthcare
17
New
$296.7 - $345.55 $5.04K - $5.87K
17 $5K
ADT
Adt Inc.

Industrials
711
New
$6.87 - $8.23 $4.88K - $5.85K
711 $5K
DKNG
Draft Kings Inc.

Consumer Cyclical
176
New
$33.21 - $53.49 $5.84K - $9.41K
176 $5K
ENTG
Entegris Inc

Technology
60
New
$87.48 - $109.53 $5.25K - $6.57K
60 $5K
XP
Xp Inc.

Financial Services
429
New
$11.05 - $15.69 $4.74K - $6.73K
429 $5K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
162
New
$32.17 - $35.61 $5.21K - $5.77K
162 $5K
LBRDK
Liberty Broadband Corp

Communication Services
30
+ 16.22%
$73.49 - $88.64 $2.2K - $2.66K
215 $18K
SWX
Southwest Gas Holdings, Inc.

Utilities
76
New
$68.42 - $78.18 $5.2K - $5.94K
76 $5K
COLB
Columbia Banking System, Inc.

Financial Services
233
New
$23.89 - $28.84 $5.57K - $6.72K
233 $5K
SNOW
Snowflake Inc.

Technology
38
New
$146.16 - $192.78 $5.55K - $7.33K
38 $5K
SNA
Snap On Inc

Industrials
15
New
$324.09 - $358.62 $4.86K - $5.38K
15 $5K
CLF
Cleveland Cliffs Inc.

Basic Materials
682
New
$8.22 - $12.02 $5.61K - $8.2K
682 $5K
UFPI
Ufp Industries Inc

Basic Materials
47
New
$103.91 - $118.67 $4.88K - $5.58K
47 $5K
C
Citigroup Inc

Financial Services
68
+ 3.6%
$67.23 - $84.63 $4.57K - $5.75K
1.96K $138K
MPWR
Monolithic Power Systems Inc

Technology
9
New
$565.7 - $720.25 $5.09K - $6.48K
9 $5K
THC
Tenet Healthcare Corp

Healthcare
44
New
$119.51 - $144.98 $5.26K - $6.38K
44 $5K
WMG
Warner Music Group Corp.

Communication Services
179
New
$29.3 - $36.3 $5.24K - $6.5K
179 $5K
SAIC
Science Applications International Corp

Technology
45
New
$95.77 - $119.82 $4.31K - $5.39K
45 $5K
CF
Cf Industries Holdings, Inc.

Basic Materials
74
New
$75.03 - $97.25 $5.55K - $7.2K
74 $5K
OSK
Oshkosh Corp

Industrials
54
New
$89.56 - $116.4 $4.84K - $6.29K
54 $5K
PII
Polaris Inc.

Consumer Cyclical
130
New
$40.9 - $58.36 $5.32K - $7.59K
130 $5K
LSTR
Landstar System Inc

Industrials
36
New
$146.63 - $177.82 $5.28K - $6.4K
36 $5K
SUI
Sun Communities Inc

Real Estate
46
New
$120.53 - $136.43 $5.54K - $6.28K
46 $5K
TTC
Toro CO

Industrials
69
New
$71.86 - $87.28 $4.96K - $6.02K
69 $5K
TKR
Timken CO

Industrials
81
New
$69.85 - $83.79 $5.66K - $6.79K
81 $5K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
451
+ 73.69%
$10.61 - $16.49 $4.79K - $7.44K
1.06K $13K
HXL
Hexcel Corp

Industrials
93
New
$54.76 - $70.69 $5.09K - $6.57K
93 $5K
TEX
Terex Corp

Industrials
133
New
$37.65 - $48.97 $5.01K - $6.51K
133 $5K
H
Hyatt Hotels Corp

Consumer Cyclical
42
New
$120.83 - $166.34 $5.07K - $6.99K
42 $5K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
300
New
$16.4 - $22.98 $4.92K - $6.89K
300 $5K
HLI
Houlihan Lokey, Inc.

Financial Services
32
New
$154.43 - $187.4 $4.94K - $6K
32 $5K
VLY
Valley National Bancorp

Financial Services
563
New
$8.56 - $10.42 $4.82K - $5.87K
563 $5K
SBAC
Sba Communications Corp

Real Estate
27
New
$192.76 - $224.91 $5.2K - $6.07K
27 $5K
PNM
Pnm Resources Inc

Utilities
116
New
N/A
116 $4K
HAL
Halliburton CO

Energy
487
+ 9.74%
$24.15 - $29.9 $11.8K - $14.6K
5.49K $139K
DPZ
Dominos Pizza Inc

Consumer Cyclical
9
New
$402.33 - $489.71 $3.62K - $4.41K
9 $4K
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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