Clearstead Trust, LLC Purchases in Q3 2025

Clearstead Trust, LLC

  • $526 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Sailpoint Inc
1
New
N/A
1 $0
SNDR
Schneider National, Inc.

Industrials
99
+ 17.87%
$21.09 - $26.92 $2.09K - $2.67K
653 $13K
BFA
Brown Forman Corp Cl A
13
+ 19.7%
N/A
79 $0
BRX
Brixmor Property Group Inc.

Real Estate
29
New
N/A
29 $0
LNW
Light & Wonder, Inc.

Consumer Cyclical
4
+ 30.77%
$77.87 - $101.11 $311 - $404
17 $1K
ODFL
Old Dominion Freight Line, Inc.

Industrials
16
+ 14.81%
$138.59 - $171.12 $2.22K - $2.74K
124 $17K
BXP
Boston Properties Inc

Real Estate
1
+ 0.96%
$62.11 - $78.93 $62.1 - $78.9
105 $7K
Qxo Inc
133
New
N/A
133 $0
OXYWS
Occidental Pete Corp Wt Exp 08
125
New
N/A
125 $0
Smithfield Foods Inc
102
+ 364.29%
N/A
130 $0
PENN
Penn National Gaming Inc

Consumer Cyclical
10
+ 27.03%
$16.8 - $20.47 $168 - $205
47 $0
Ralliant Corp
22
+ 8.0%
N/A
297 $0
Coherent Corp
26
New
N/A
26 $0
QRVO
Qorvo, Inc.

Technology
4
+ 5.56%
$83.6 - $96.31 $334 - $385
76 $6K
REX
Rex American Resources Corp

Basic Materials
9
+ 100.0%
$30.08 - $64.11 $271 - $577
18 $0
Cava Group Inc
37
New
N/A
37 $0
Rocket Lab Corp
37
New
N/A
37 $0
CCL
Carnival Corp

Consumer Cyclical
22
+ 10.19%
$28.37 - $32.49 $624 - $715
238 $6K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
6
New
$98.64 - $113.55 $592 - $681
6 $0
CMA
Comerica Inc

Financial Services
2
+ 7.41%
$60.93 - $71.05 $122 - $142
29 $1K
Capital Grp Fixed Incm ETF T
1.39K
New
N/A
1.39K $0
LUV
Southwest Airlines CO

Industrials
25
+ 10.12%
$29.06 - $37.7 $727 - $943
272 $8K
Super Micro Computer Inc
17
+ 20.0%
N/A
102 $0
MOGA
Moog Inc Cla
1
+ 0.18%
N/A
564 $0
BHLB
Berkshire Hills Bancorp Inc

Financial Services
10
+ 17.86%
$24.04 - $27.04 $240 - $270
66 $1K
TPR
Tapestry, Inc.

Consumer Cyclical
2
New
$86.48 - $116.14 $173 - $232
2 $0
Tempus Ai Inc
7
New
N/A
7 $0
Primo Brands Corporation
244
+ 4.88%
N/A
5.24K $0
TNL
Travel & Leisure Co.

Consumer Cyclical
2
+ 4.35%
$53.72 - $63.45 $107 - $127
48 $2K
AUR
Aurora Innovation, Inc.

Technology
86
New
$5.05 - $6.56 $434 - $564
86 $0
Maplebear Inc
27
+ 50.94%
N/A
80 $0
SQ
Block, Inc.

Technology
3
+ 0.98%
N/A
309 $17K
Flagstar Financial Inc
195
+ 886.36%
N/A
217 $0
BLKB
Blackbaud Inc

Technology
7
+ 41.18%
$61.35 - $71.61 $429 - $501
24 $1K
DXCM
Dexcom Inc

Healthcare
3
+ 7.69%
$66.46 - $89.53 $199 - $269
42 $2K
MSTR
Microstrategy Inc

Technology
1
+ 3.7%
$300.7 - $455.9 $301 - $456
28 $9K
EOG
Eog Resources Inc

Energy
1
+ 0.66%
$112.12 - $126.1 $112 - $126
152 $17K
KMPR
Kemper Corp

Financial Services
19
+ 19.59%
$48.42 - $64.74 $920 - $1.23K
116 $5K
HDB
Hdfc Bank LTD

Financial Services
265
+ 100.0%
$34.14 - $78.94 $9.05K - $20.9K
530 $18K
MKTX
Marketaxess Holdings Inc

Financial Services
3
+ 8.11%
$174.25 - $223.11 $523 - $669
40 $6K
VRSK
Verisk Analytics, Inc.

Industrials
40
+ 20.73%
$242.3 - $312.95 $9.69K - $12.5K
233 $58K
ACI
Albertsons Companies, Inc.

Consumer Defensive
22
+ 2.95%
$17.45 - $22.74 $384 - $500
769 $13K
IRT
Independence Realty Trust, Inc.

Real Estate
148
+ 3.4%
$16.35 - $18.11 $2.42K - $2.68K
4.51K $73K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
45
+ 5.66%
$196.15 - $217.83 $8.83K - $9.8K
840 $169K
PAYX
Paychex Inc

Industrials
3
+ 0.8%
$126.69 - $147.99 $380 - $444
380 $48K
STWD
Starwood Property Trust, Inc.

Real Estate
38
+ 0.33%
$19.37 - $20.97 $736 - $797
11.5K $223K
FTNT
Fortinet, Inc.

Technology
22
+ 4.28%
$74.39 - $107.65 $1.64K - $2.37K
536 $45K
ABT
Abbott Laboratories

Healthcare
92
+ 0.72%
$120.51 - $136.62 $11.1K - $12.6K
12.9K $1.73M
CB
Chubb LTD

Financial Services
1
+ 0.05%
$265.99 - $289.59 $266 - $290
1.85K $520K
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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