Clearstead Trust, LLC Incresed Positions in Q3 2025

Clearstead Trust, LLC

  • $526 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RJF
Raymond James Financial Inc

Financial Services
181
+ 174.04%
$154.64 - $176.43 $28K - $31.9K
285 $49K
HAL
Halliburton CO

Energy
370
+ 7.4%
$20.5 - $25.11 $7.59K - $9.29K
5.37K $132K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
285
+ 276.7%
$98.53 - $107.1 $28.1K - $30.5K
388 $40K
SYY
Sysco Corp

Consumer Defensive
9
+ 0.21%
$76.33 - $82.51 $687 - $743
4.29K $353K
VEEV
Veeva Systems Inc

Healthcare
90
+ 130.43%
$269.2 - $297.91 $24.2K - $26.8K
159 $47K
KHC
Kraft Heinz CO

Consumer Defensive
1.04K
+ 30.12%
$25.63 - $28.94 $26.6K - $30.1K
4.49K $116K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
553
+ 230.42%
$42.26 - $47.16 $23.4K - $26.1K
793 $36K
SHEL
Shell PLC

Energy
203
+ 2.55%
$69.82 - $73.93 $14.2K - $15K
8.15K $583K
MFC
Manulife Financial Corp

Financial Services
742
+ 144.36%
$29.9 - $32.34 $22.2K - $24K
1.26K $39K
IDV
Ishares Tr

ETFs
544
+ 33.25%
$34.54 - $37.28 $18.8K - $20.3K
2.18K $79K
F
Ford Motor CO

Consumer Cyclical
139
+ 0.75%
$10.82 - $12.09 $1.5K - $1.68K
18.6K $222K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
234
+ 56.25%
$72.65 - $78.68 $17K - $18.4K
650 $50K
SAP
Sap Se

Technology
119
+ 35.52%
$252.42 - $311.93 $30K - $37.1K
454 $121K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
243
+ 1620.0%
$78.96 - $80.04 $19.2K - $19.4K
258 $20K
HPE
Hewlett Packard Enterprise CO

Technology
625
+ 93.84%
$19.81 - $25.24 $12.4K - $15.8K
1.29K $31K
VBR
Vanguard Small Cap Value ETF

ETFs
86
+ 330.77%
$195.41 - $212.37 $16.8K - $18.3K
112 $23K
ELS
Equity Lifestyle Properties Inc

Real Estate
270
+ 692.31%
$58.43 - $62.12 $15.8K - $16.8K
309 $18K
MNST
Monster Beverage Corp

Consumer Defensive
216
+ 148.97%
$58.65 - $67.31 $12.7K - $14.5K
361 $24K
ORI
Old Republic International Corp

Financial Services
288
+ 65.6%
$35.74 - $42.47 $10.3K - $12.2K
727 $30K
HDV
Ishares Core High Dividend ETF

ETFs
14
+ 0.76%
$118.16 - $123.66 $1.65K - $1.73K
1.87K $228K
FDX
Fedex Corp

Industrials
3
+ 0.21%
$217.1 - $243.2 $651 - $730
1.4K $330K
CHD
Church & Dwight CO Inc

Consumer Defensive
141
+ 142.42%
$85.84 - $99.09 $12.1K - $14K
240 $21K
KMB
Kimberly Clark Corp

Consumer Defensive
94
+ 45.85%
$121.72 - $136.77 $11.4K - $12.9K
299 $37K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
436
+ 128.61%
$21.49 - $24.47 $9.37K - $10.7K
775 $18K
CSX
Csx Corp

Industrials
80
+ 2.82%
$32.05 - $36.52 $2.56K - $2.92K
2.91K $103K
BWA
Borgwarner Inc

Consumer Cyclical
153
+ 44.74%
$34.53 - $44.44 $5.28K - $6.8K
495 $21K
LEN
Lennar Corp

Consumer Cyclical
65
+ 82.28%
$107.73 - $142.4 $7K - $9.26K
144 $18K
REG
Regency Centers Corp

Real Estate
133
+ 266.0%
$68.62 - $73.81 $9.13K - $9.82K
183 $13K
WTW
Willis Towers Watson PLC

Financial Services
23
+ 191.67%
$301.83 - $345.45 $6.94K - $7.95K
35 $12K
HUM
Humana Inc

Healthcare
31
+ 775.0%
$220.41 - $312.0 $6.83K - $9.67K
35 $9K
FISV
Fiserv Inc

Technology
71
+ 2.25%
N/A
3.22K $403K
HIG
Hartford Financial Services Group, Inc.

Financial Services
58
+ 36.25%
$119.73 - $134.7 $6.94K - $7.81K
218 $29K
VOYA
Voya Financial, Inc.

Financial Services
104
+ 50.98%
$67.31 - $77.62 $7K - $8.07K
308 $23K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
536
+ 98.35%
$25.5 - $35.2 $13.7K - $18.9K
1.08K $27K
ADM
Archer Daniels Midland CO

Consumer Defensive
131
+ 145.56%
$53.54 - $64.21 $7.01K - $8.41K
221 $13K
GRMN
Garmin LTD

Technology
3
+ 1.4%
$211.13 - $246.22 $633 - $739
218 $53K
HOOD
Robinhood Markets, Inc.

Technology
14
+ 12.28%
$91.27 - $143.18 $1.28K - $2K
128 $18K
HPQ
Hp Inc

Technology
260
+ 60.61%
$24.45 - $29.35 $6.36K - $7.63K
689 $18K
GPC
Genuine Parts CO

Consumer Cyclical
3
+ 0.74%
$122.23 - $142.77 $367 - $428
406 $56K
MRVL
Marvell Technology, Inc.

Technology
89
+ 1271.43%
$62.31 - $84.07 $5.55K - $7.48K
96 $8K
PRI
Primerica, Inc.

Financial Services
29
+ 414.29%
$255.46 - $285.58 $7.41K - $8.28K
36 $9K
WSM
Williams Sonoma Inc

Consumer Cyclical
1
+ 0.37%
$163.62 - $210.2 $164 - $210
271 $52K
FCFS
First Cash Holdings, Inc.

Financial Services
46
+ 124.32%
$120.08 - $158.42 $5.52K - $7.29K
83 $13K
AFL
Aflac Inc

Financial Services
54
+ 300.0%
$98.09 - $111.7 $5.3K - $6.03K
72 $8K
CHRD
Oasis Petroleum Inc.

Energy
71
+ 3550.0%
$99.37 - $114.13 $7.06K - $8.1K
73 $7K
MP
Mp Materials Corp.

Basic Materials
23
+ 14.11%
$30.03 - $77.13 $691 - $1.77K
186 $12K
THG
Hanover Insurance Group, Inc.

Financial Services
30
+ 22.06%
$162.08 - $182.1 $4.86K - $5.46K
166 $30K
OHI
Omega Healthcare Investors Inc

Real Estate
113
+ 45.75%
$36.29 - $43.34 $4.1K - $4.9K
360 $15K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
318
+ 57.82%
$17.96 - $19.62 $5.71K - $6.24K
868 $16K
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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