Clearstead Trust, LLC Incresed Positions in Q1 2025

Clearstead Trust, LLC

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
6.9K
+ 430.05%
$271.18 - $303.12 $1.87M - $2.09M
8.5K $2.34M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.5K
+ 450.17%
$58.01 - $64.46 $1.13M - $1.26M
23.9K $1.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
179
+ 2.06%
$442.66 - $534.52 $79.2K - $95.7K
8.87K $4.72M
IVV
Ishares Core S&P 500 ETF

ETFs
1.93K
+ 13.42%
$554.06 - $615.85 $1.07M - $1.19M
16.3K $9.18M
WM
Waste Management Inc

Industrials
231
+ 1.54%
$200.54 - $233.78 $46.3K - $54K
15.2K $3.52M
UBER
Uber Technologies, Inc

Technology
89
+ 0.35%
$63.17 - $81.49 $5.62K - $7.25K
25.9K $1.88M
WEC
Wec Energy Group, Inc.

Utilities
412
+ 2.22%
$92.12 - $108.98 $38K - $44.9K
19K $2.07M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.01%
$279.74 - $321.29 $559 - $643
14K $4.36M
IAU
Ishares Gold Trust

ETFs
8
+ 0.03%
$49.74 - $58.96 $398 - $472
29.5K $1.74M
ED
Consolidated Edison Inc

Utilities
198
+ 2.16%
$88.0 - $110.59 $17.4K - $21.9K
9.38K $1.04M
VEA
Vanguard Ftse Developed Market

ETFs
1.59K
+ 7.4%
$47.4 - $52.99 $75.4K - $84.3K
23.1K $1.17M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
11
+ 0.28%
$233.07 - $290.7 $2.56K - $3.2K
3.99K $1.08M
RTX
Raytheon Technologies Corp

Industrials
462
+ 11.15%
$114.1 - $135.66 $52.7K - $62.7K
4.6K $609K
VB
Vanguard Small Cap ETF

ETFs
700
+ 42.68%
$217.89 - $252.64 $153K - $177K
2.34K $518K
CME
Cme Group Inc.

Financial Services
57
+ 1.86%
$225.82 - $266.54 $12.9K - $15.2K
3.12K $828K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
450
+ 1500.0%
$208.48 - $244.03 $93.8K - $110K
480 $117K
VTV
Vanguard Value ETF

ETFs
566
+ 127.48%
$167.73 - $179.21 $94.9K - $101K
1.01K $174K
META
Meta Platforms, Inc.

Communication Services
228
+ 8.82%
$576.36 - $736.67 $131K - $168K
2.81K $1.62M
TXN
Texas Instruments Inc

Technology
468
+ 221.8%
N/A
679 $132K
SO
Southern CO

Utilities
238
+ 3.43%
$80.96 - $92.96 $19.3K - $22.1K
7.18K $659K
NFLX
Netflix Inc

Communication Services
53
+ 7.11%
$828.4 - $1058.6 $43.9K - $56.1K
798 $744K
INTU
Intuit Inc

Technology
141
+ 20.0%
$555.63 - $630.23 $78.3K - $88.9K
846 $519K
CTAS
Cintas Corp

Industrials
137
+ 6.78%
$182.09 - $208.14 $24.9K - $28.5K
2.16K $443K
ATO
Atmos Energy Corp

Utilities
11
+ 0.24%
$136.51 - $154.58 $1.5K - $1.7K
4.63K $716K
IDXX
Idexx Laboratories Inc

Healthcare
140
+ 10.3%
$406.29 - $469.04 $56.9K - $65.7K
1.5K $629K
IEMG
Ishares Inc

ETFs
1.2K
+ 888.15%
N/A
1.33K $71K
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.1K
+ 46.38%
$25.54 - $27.64 $53.5K - $57.9K
6.61K $180K
KLAC
Kla Corp

Technology
88
+ 440.0%
$636.62 - $777.63 $56K - $68.4K
108 $73K
BR
Broadridge Financial Solutions, Inc.

Technology
240
+ 226.42%
$221.46 - $244.83 $53.2K - $58.8K
346 $83K
VEU
Vanguard Ftse All World Ex Us

ETFs
971
+ 1541.27%
$56.51 - $62.98 $54.9K - $61.2K
1.03K $62K
T
At&T Inc.

Communication Services
434
+ 5.14%
$21.56 - $28.28 $9.36K - $12.3K
8.88K $251K
PLTR
Palantir Technologies Inc.

Technology
645
+ 581.08%
$64.98 - $124.62 $41.9K - $80.4K
756 $63K
IJK
Ishares S&P Midcap 400 Growth

ETFs
747
+ 47.88%
$81.62 - $96.63 $61K - $72.2K
2.31K $192K
MDLZ
Mondelez International, Inc.

Consumer Defensive
200
+ 5.05%
$56.12 - $68.15 $11.2K - $13.6K
4.16K $282K
ZTS
Zoetis Inc.

Healthcare
271
+ 63.17%
$156.48 - $175.67 $42.4K - $47.6K
700 $115K
DVN
Devon Energy Corp

Energy
765
+ 25.65%
$33.15 - $38.55 $25.4K - $29.5K
3.75K $140K
KMB
Kimberly Clark Corp

Consumer Defensive
258
+ 737.14%
$124.46 - $147.4 $32.1K - $38K
293 $41K
VBR
Vanguard Small Cap Value ETF

ETFs
198
+ 388.24%
$183.02 - $207.75 $36.2K - $41.1K
249 $46K
TMUS
T Mobile Us, Inc.

Communication Services
45
+ 8.62%
$211.3 - $272.83 $9.51K - $12.3K
567 $151K
SHW
Sherwin Williams CO

Basic Materials
100
+ 222.22%
$330.16 - $365.55 $33K - $36.6K
145 $50K
GILD
Gilead Sciences, Inc.

Healthcare
279
+ 287.63%
$89.14 - $117.41 $24.9K - $32.8K
376 $42K
MMM
3 M CO

Industrials
13
+ 0.74%
$129.7 - $155.12 $1.69K - $2.02K
1.77K $259K
EXC
Exelon Corp

Utilities
511
+ 48.03%
$37.3 - $46.08 $19.1K - $23.5K
1.58K $72K
CPRT
Copart Inc

Consumer Cyclical
586
+ 15.24%
$52.3 - $59.83 $30.6K - $35.1K
4.43K $250K
NVS
Novartis Ag

Healthcare
200
+ 38.46%
$97.14 - $115.57 $19.4K - $23.1K
720 $80K
F
Ford Motor CO

Consumer Cyclical
2.75K
+ 17.33%
$9.12 - $10.43 $25.1K - $28.7K
18.6K $186K
CVS
Cvs Health Corp

Healthcare
267
+ 53.4%
$44.22 - $68.64 $11.8K - $18.3K
767 $51K
KHC
Kraft Heinz CO

Consumer Defensive
944
+ 27.72%
$28.51 - $32.22 $26.9K - $30.4K
4.35K $132K
ELV
Elevance Health, Inc.

Healthcare
39
+ 29.32%
$365.9 - $436.25 $14.3K - $17K
172 $74K
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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