Clearstead Trust, LLC Incresed Positions in Q2 2025

Clearstead Trust, LLC

  • $473 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DPZ
Dominos Pizza Inc

Consumer Cyclical
22
+ 244.44%
$430.72 - $497.52 $9.48K - $10.9K
31 $13K
ARES
Ares Management Corp

Financial Services
48
+ 96.0%
$118.04 - $175.83 $5.67K - $8.44K
98 $16K
NUE
Nucor Corp

Basic Materials
66
+ 412.5%
$103.22 - $131.43 $6.81K - $8.67K
82 $10K
ZBRA
Zebra Technologies Corp

Technology
22
+ 32.84%
$213.54 - $309.26 $4.7K - $6.8K
89 $27K
WHR
Whirlpool Corp

Consumer Cyclical
84
+ 442.11%
$75.71 - $101.42 $6.36K - $8.52K
103 $10K
LBRDK
Liberty Broadband Corp

Communication Services
51
+ 23.72%
$73.65 - $101.29 $3.76K - $5.17K
266 $26K
RNR
Renaissancere Holdings LTD

Financial Services
31
+ 1033.33%
$220.37 - $253.95 $6.83K - $7.87K
34 $8K
ABC
Amerisourcebergen Corp

Healthcare
43
+ 252.94%
N/A
60 $11K
ELAN
Elanco Animal Health Inc

Healthcare
267
+ 21.39%
$8.1 - $14.3 $2.16K - $3.82K
1.52K $21K
GNRC
Generac Holdings Inc.

Industrials
53
+ 441.67%
$101.92 - $143.21 $5.4K - $7.59K
65 $9K
DINO
Hf Sinclair Corp

Energy
130
+ 37.68%
$25.91 - $41.85 $3.37K - $5.44K
475 $19K
XLF
Financial Sector Spdr

ETFs
141
+ 30.32%
$43.92 - $52.37 $6.19K - $7.38K
606 $31K
BND
Vanguard Bd Index Fd Inc Total

ETFs
42
+ 0.16%
$72.02 - $73.82 $3.02K - $3.1K
25.7K $1.89M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
350
+ 175.0%
$16.37 - $18.59 $5.73K - $6.51K
550 $10K
PKG
Packaging Corp Of America

Consumer Cyclical
46
+ 35.66%
$175.97 - $201.36 $8.09K - $9.26K
175 $32K
LPLA
Lpl Financial Holdings Inc.

Financial Services
18
+ 138.46%
$283.31 - $388.96 $5.1K - $7K
31 $11K
BIIB
Biogen Inc.

Healthcare
55
+ 203.7%
$113.38 - $135.49 $6.24K - $7.45K
82 $10K
HOG
Harley Davidson, Inc.

Consumer Cyclical
307
+ 316.49%
$20.82 - $25.94 $6.39K - $7.96K
404 $9K
WDAY
Workday, Inc.

Technology
16
+ 4.3%
$210.47 - $274.71 $3.37K - $4.4K
388 $93K
NNN
National Retail Properties, Inc.

Real Estate
176
+ 103.53%
$37.56 - $43.42 $6.61K - $7.64K
346 $14K
SJM
J M Smucker CO

Consumer Defensive
77
+ 366.67%
$94.41 - $118.52 $7.27K - $9.13K
98 $9K
SAM
Boston Beer CO Inc

Consumer Defensive
39
+ 557.14%
$187.06 - $249.73 $7.3K - $9.74K
46 $8K
HOOD
Robinhood Markets, Inc.

Technology
1
+ 0.88%
$34.17 - $93.63 $34.2 - $93.6
114 $10K
LVS
Las Vegas Sands Corp

Consumer Cyclical
134
+ 326.83%
$30.7 - $44.12 $4.11K - $5.91K
175 $7K
SPOT
Spotify Technology S.A.

Communication Services
4
+ 28.57%
$503.3 - $775.9 $2.01K - $3.1K
18 $13K
RRX
Regal Rexnord Corp

Industrials
25
+ 31.25%
$94.06 - $147.0 $2.35K - $3.68K
105 $15K
SPTN
Spartan Nash CO

Consumer Defensive
15
+ 1.5%
$17.62 - $26.57 $264 - $399
1.02K $26K
PLD
Prologis, Inc.

Real Estate
59
+ 125.53%
$89.76 - $112.34 $5.3K - $6.63K
106 $11K
PFGC
Performance Food Group CO

Consumer Defensive
62
+ 88.57%
$71.62 - $89.56 $4.44K - $5.55K
132 $11K
WBS
Webster Financial Corp

Financial Services
122
+ 305.0%
$41.76 - $54.91 $5.09K - $6.7K
162 $8K
UHS
Universal Health Services Inc

Healthcare
33
+ 137.5%
$157.05 - $197.94 $5.18K - $6.53K
57 $10K
VRSN
Verisign Inc

Technology
15
+ 31.91%
$234.49 - $288.8 $3.52K - $4.33K
62 $17K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
57
+ 950.0%
$97.78 - $126.44 $5.57K - $7.21K
63 $6K
ADBE
Adobe Inc.

Technology
9
+ 0.97%
$340.0 - $420.68 $3.06K - $3.79K
935 $361K
DASH
Door Dash, Inc.

Communication Services
10
+ 18.52%
$163.16 - $246.51 $1.63K - $2.47K
64 $15K
IR
Ingersoll Rand Inc.

Industrials
62
+ 15.31%
$66.75 - $84.94 $4.14K - $5.27K
467 $38K
SBAC
Sba Communications Corp

Real Estate
20
+ 74.07%
$208.57 - $243.4 $4.17K - $4.87K
47 $11K
KBH
Kb Home

Consumer Cyclical
128
+ 112.28%
$50.15 - $58.93 $6.42K - $7.54K
242 $12K
HIG
Hartford Financial Services Group, Inc.

Financial Services
39
+ 32.23%
$109.83 - $131.67 $4.28K - $5.14K
160 $20K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
18
+ 257.14%
$177.93 - $313.14 $3.2K - $5.64K
25 $7K
WTRG
Essential Utilities, Inc.

Utilities
256
+ 17.07%
$36.92 - $41.39 $9.45K - $10.6K
1.76K $65K
TTWO
Take Two Interactive Software Inc

Communication Services
12
+ 24.0%
$194.58 - $243.05 $2.33K - $2.92K
62 $15K
COLB
Columbia Banking System, Inc.

Financial Services
217
+ 93.13%
$20.71 - $25.63 $4.49K - $5.56K
450 $10K
WFRD
Weatherford International PLC

Energy
84
+ 233.33%
$39.17 - $54.26 $3.29K - $4.56K
120 $6K
INGR
Ingredion Inc

Consumer Defensive
37
+ 148.0%
$123.22 - $140.95 $4.56K - $5.22K
62 $8K
PK
Park Hotels & Resorts Inc.

Real Estate
517
+ 1077.08%
$8.85 - $11.18 $4.58K - $5.78K
565 $5K
CTVA
Corteva, Inc.

Basic Materials
24
+ 8.33%
$55.52 - $74.53 $1.33K - $1.79K
312 $23K
VRSK
Verisk Analytics, Inc.

Industrials
8
+ 4.32%
$277.03 - $321.33 $2.22K - $2.57K
193 $60K
SIGI
Selective Insurance Group Inc

Financial Services
61
+ 217.86%
$82.37 - $92.83 $5.02K - $5.66K
89 $7K
Activity Summary
Buys All Purchases 1123 New Holdings 675 Increased Positions 448 Sells All Sells 236 Reductions 236 Sold out 0 Options Calls 0 Puts 0
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