Clearstead Trust, LLC Purchases in Q1 2025

Clearstead Trust, LLC

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BC
Brunswick Corp

Consumer Cyclical
53
New
$53.49 - $70.51 $2.83K - $3.74K
53 $2K
HPQ
Hp Inc

Technology
81
New
$27.69 - $34.72 $2.24K - $2.81K
81 $2K
HOG
Harley Davidson, Inc.

Consumer Cyclical
97
New
$24.13 - $30.02 $2.34K - $2.91K
97 $2K
OPCH
Option Care Health, Inc.

Healthcare
75
New
$22.7 - $35.2 $1.7K - $2.64K
75 $2K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
71
New
$28.45 - $41.08 $2.02K - $2.92K
71 $2K
AAP
Advance Auto Parts Inc

Consumer Cyclical
64
New
$33.63 - $49.79 $2.15K - $3.19K
64 $2K
NRG
Nrg Energy, Inc.

Utilities
26
New
$84.82 - $113.33 $2.21K - $2.95K
26 $2K
PINC
Premier, Inc.

Healthcare
136
New
$17.46 - $23.0 $2.37K - $3.13K
136 $2K
NFE
New Fortress Energy Inc.

Utilities
253
New
$8.31 - $16.3 $2.1K - $4.12K
253 $2K
ARW
Arrow Electronics Inc

Technology
26
New
$101.93 - $119.3 $2.65K - $3.1K
26 $2K
CHRD
Oasis Petroleum Inc.

Energy
22
New
$101.34 - $127.78 $2.23K - $2.81K
22 $2K
OLN
Olin Corp

Basic Materials
114
New
$23.36 - $34.41 $2.66K - $3.92K
114 $2K
SEE
Sealed Air Corp

Consumer Cyclical
72
New
$28.9 - $35.65 $2.08K - $2.57K
72 $2K
PSN
Parsons Corp

Industrials
34
New
$55.35 - $96.44 $1.88K - $3.28K
34 $2K
SIGI
Selective Insurance Group Inc

Financial Services
28
New
$78.49 - $95.48 $2.2K - $2.67K
28 $2K
RLI
Rli Corp

Financial Services
25
New
$71.75 - $163.21 $1.79K - $4.08K
25 $2K
LCID
Lucid Group, Inc.

Consumer Cyclical
1.13K
New
$2.03 - $3.48 $2.29K - $3.92K
1.13K $2K
U
Unity Software Inc.

Technology
133
New
$19.44 - $28.34 $2.59K - $3.77K
133 $2K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
29
New
$61.25 - $72.83 $1.78K - $2.11K
29 $2K
MP
Mp Materials Corp.

Basic Materials
36
+ 33.33%
$16.39 - $26.93 $590 - $969
144 $3K
HII
Huntington Ingalls Industries, Inc.

Industrials
10
New
$159.75 - $208.61 $1.6K - $2.09K
10 $2K
GTLS
Chart Industries Inc

Industrials
15
New
$141.99 - $218.35 $2.13K - $3.28K
15 $2K
SYNA
Synaptics Inc

Technology
47
New
$61.71 - $87.87 $2.9K - $4.13K
47 $2K
MOS
Mosaic CO

Basic Materials
94
New
$23.08 - $28.8 $2.17K - $2.71K
94 $2K
WBS
Webster Financial Corp

Financial Services
40
New
$47.55 - $61.41 $1.9K - $2.46K
40 $2K
SAIA
Saia Inc

Industrials
7
New
$349.29 - $508.47 $2.45K - $3.56K
7 $2K
ALGM
Allegro Microsystems, Inc.

Technology
105
New
$21.77 - $28.31 $2.29K - $2.97K
105 $2K
BAH
Booz Allen Hamilton Holding Corp

Industrials
43
+ 40.95%
$102.72 - $143.06 $4.42K - $6.15K
148 $15K
NRZ
New Residential Investment Corp.

Real Estate
374
New
N/A
374 $2K
BRX
Brixmor Property Group Inc.

Real Estate
107
New
N/A
107 $2K
SJM
J M Smucker CO

Consumer Defensive
21
New
$100.41 - $118.41 $2.11K - $2.49K
21 $2K
WYNN
Wynn Resorts LTD

Consumer Cyclical
32
New
$77.0 - $93.47 $2.46K - $2.99K
32 $2K
PEN
Penumbra Inc

Healthcare
6
New
$237.28 - $303.76 $1.42K - $1.82K
6 $1K
IOT
Samsara Inc.

Technology
28
New
$34.06 - $60.96 $954 - $1.71K
28 $1K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7
New
$203.38 - $274.79 $1.42K - $1.92K
7 $1K
PGNY
Progyny, Inc.

Healthcare
81
New
$17.43 - $23.88 $1.41K - $1.93K
81 $1K
S
Sentinel One, Inc.

Technology
101
New
$18.17 - $24.97 $1.84K - $2.52K
101 $1K
GFS
Globalfoundries Inc.

Technology
50
New
$36.53 - $46.01 $1.83K - $2.3K
50 $1K
WFRD
Weatherford International PLC

Energy
36
New
$51.89 - $74.8 $1.87K - $2.69K
36 $1K
HELE
Helen Of Troy LTD

Consumer Defensive
24
New
$50.39 - $66.75 $1.21K - $1.6K
24 $1K
VKTX
Viking Therapeutics, Inc.

Healthcare
45
New
$24.15 - $42.89 $1.09K - $1.93K
45 $1K
NU
Nu Holdings Ltd.

Financial Services
127
New
$10.12 - $13.95 $1.29K - $1.77K
127 $1K
TWLO
Twilio Inc

Communication Services
19
New
$94.9 - $148.35 $1.8K - $2.82K
19 $1K
TRV
Travelers Companies, Inc.

Financial Services
7
New
$232.43 - $265.13 $1.63K - $1.86K
7 $1K
MTB
M&T Bank Corp

Financial Services
11
+ 15.49%
$170.47 - $201.98 $1.88K - $2.22K
82 $14K
PATH
Ui Path, Inc.

Technology
231
+ 57.61%
$9.97 - $15.19 $2.3K - $3.51K
632 $6K
TPL
Texas Pacific Land Corp

Energy
1
New
$1180.08 - $1431.01 $1.18K - $1.43K
1 $1K
KRG
Kite Realty Group Trust

Real Estate
70
New
$21.24 - $25.05 $1.49K - $1.75K
70 $1K
CPRI
Capri Holdings LTD

Consumer Cyclical
56
New
$19.02 - $25.84 $1.07K - $1.45K
56 $1K
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
Track This Portfolio

Track Clearstead Trust, LLC Portfolio

Follow Clearstead Trust, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Trust, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email