Clearstead Trust, LLC Purchases in Q1 2025

Clearstead Trust, LLC

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HEI
Heico Corp

Industrials
16
New
$219.6 - $270.85 $3.51K - $4.33K
16 $4K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
29
New
$132.75 - $177.12 $3.85K - $5.14K
29 $4K
LPLA
Lpl Financial Holdings Inc.

Financial Services
13
New
$308.87 - $383.33 $4.02K - $4.98K
13 $4K
PBF
Pbf Energy Inc.

Energy
228
New
$18.97 - $31.31 $4.33K - $7.14K
228 $4K
KNSL
Kinsale Capital Group, Inc.

Financial Services
8
+ 44.44%
$416.48 - $494.72 $3.33K - $3.96K
26 $12K
CPB
Campbell Soup CO

Consumer Defensive
115
New
$37.29 - $42.04 $4.29K - $4.83K
115 $4K
LYFT
Lyft, Inc.

Technology
370
New
$11.27 - $15.12 $4.17K - $5.59K
370 $4K
LDOS
Leidos Holdings, Inc.

Technology
36
New
$126.82 - $161.11 $4.57K - $5.8K
36 $4K
BHF
Brighthouse Financial, Inc.

Financial Services
73
New
$45.74 - $62.97 $3.34K - $4.6K
73 $4K
MTN
Vail Resorts Inc

Consumer Cyclical
27
New
$153.58 - $184.72 $4.15K - $4.99K
27 $4K
CEG
Constellation Energy Corp

Utilities
31
+ 28.18%
$201.63 - $347.44 $6.25K - $10.8K
141 $28K
MPW
Medical Properties Trust Inc

Real Estate
681
New
$3.83 - $6.21 $2.61K - $4.23K
681 $4K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3
New
$1227.6 - $1458.46 $3.68K - $4.38K
3 $4K
MGM
Mgm Resorts International

Consumer Cyclical
140
New
$29.64 - $40.37 $4.15K - $5.65K
140 $4K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
121
New
$31.92 - $38.83 $3.86K - $4.7K
121 $4K
MKC
Mccormick & CO Inc

Consumer Defensive
60
New
$71.24 - $84.73 $4.27K - $5.08K
60 $4K
CELH
Celsius Holdings, Inc.

Consumer Defensive
133
New
$21.28 - $35.62 $2.83K - $4.74K
133 $4K
POR
Portland General Electric CO

Utilities
94
New
$40.56 - $45.24 $3.81K - $4.25K
94 $4K
CAR
Avis Budget Group, Inc.

Industrials
55
New
$55.49 - $96.5 $3.05K - $5.31K
55 $4K
AA
Alcoa Corp

Basic Materials
157
+ 296.23%
$30.5 - $39.53 $4.79K - $6.21K
210 $6K
JNPR
Juniper Networks Inc

Technology
138
New
$34.38 - $39.03 $4.74K - $5.39K
138 $4K
PLTK
Playtika Holding Corp.

Communication Services
894
New
$4.01 - $7.45 $3.58K - $6.66K
894 $4K
LUV
Southwest Airlines CO

Industrials
130
New
$28.18 - $34.84 $3.66K - $4.53K
130 $4K
SLM
Slm Corp

Financial Services
157
New
$26.95 - $32.54 $4.23K - $5.11K
157 $4K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
80
New
$50.48 - $51.04 $4.04K - $4.08K
80 $4K
THO
Thor Industries Inc

Consumer Cyclical
60
New
$75.81 - $105.39 $4.55K - $6.32K
60 $4K
GRMN
Garmin LTD

Technology
9
+ 4.48%
$204.55 - $241.93 $1.84K - $2.18K
210 $45K
HOOD
Robinhood Markets, Inc.

Technology
113
New
$35.63 - $65.28 $4.03K - $7.38K
113 $4K
PRI
Primerica, Inc.

Financial Services
16
New
$271.41 - $296.43 $4.34K - $4.74K
16 $4K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
44
New
$92.51 - $102.81 $4.07K - $4.52K
44 $4K
WING
Wingstop Inc.

Consumer Cyclical
20
New
$207.0 - $311.93 $4.14K - $6.24K
20 $4K
UHS
Universal Health Services Inc

Healthcare
24
New
$163.99 - $193.27 $3.94K - $4.64K
24 $4K
VST
Vistra Corp.

Utilities
39
New
$108.49 - $191.89 $4.23K - $7.48K
39 $4K
RF
Regions Financial Corp

Financial Services
212
New
$20.84 - $24.77 $4.42K - $5.25K
212 $4K
AGNC
Agnc Investment Corp.

Real Estate
506
New
$9.12 - $10.54 $4.61K - $5.33K
506 $4K
VIRT
Virtu Financial, Inc.

Financial Services
130
New
$34.19 - $40.96 $4.44K - $5.32K
130 $4K
LSCC
Lattice Semiconductor Corp

Technology
58
New
$52.45 - $68.78 $3.04K - $3.99K
58 $3K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
200
New
$15.88 - $17.78 $3.18K - $3.56K
200 $3K
CHH
Choice Hotels International Inc

Consumer Cyclical
26
New
$127.89 - $155.97 $3.33K - $4.06K
26 $3K
COTY
Coty Inc.

Consumer Defensive
554
New
$5.43 - $7.61 $3.01K - $4.22K
554 $3K
LYV
Live Nation Entertainment, Inc.

Communication Services
29
New
$115.79 - $154.66 $3.36K - $4.49K
29 $3K
RPRX
Royalty Pharma PLC

Healthcare
99
New
$25.75 - $33.86 $2.55K - $3.35K
99 $3K
VMI
Valmont Industries Inc

Industrials
11
New
$285.37 - $376.98 $3.14K - $4.15K
11 $3K
NXST
Nexstar Media Group, Inc.

Communication Services
19
New
$146.34 - $182.75 $2.78K - $3.47K
19 $3K
LECO
Lincoln Electric Holdings Inc

Industrials
17
New
$180.51 - $216.81 $3.07K - $3.69K
17 $3K
K
Kellogg CO

Consumer Defensive
47
New
$81.06 - $82.9 $3.81K - $3.9K
47 $3K
ENPH
Enphase Energy, Inc.

Technology
61
+ 55.45%
$52.87 - $73.51 $3.23K - $4.48K
171 $10K
AOS
Smith A O Corp

Industrials
55
New
$65.16 - $72.69 $3.58K - $4K
55 $3K
X
United States Steel Corp

Basic Materials
82
New
$30.47 - $43.0 $2.5K - $3.53K
82 $3K
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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