Clearstead Trust, LLC Incresed Positions in Q2 2025

Clearstead Trust, LLC

  • $473 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LBRDA
Liberty Broadband Corp

Communication Services
2
+ 3.77%
$72.28 - $100.2 $145 - $200
55 $5K
RPRX
Royalty Pharma PLC

Healthcare
33
+ 33.33%
$30.85 - $36.14 $1.02K - $1.19K
132 $4K
SQ
Block, Inc.

Technology
19
+ 6.62%
N/A
306 $17K
AXS
Axis Capital Holdings LTD

Financial Services
1
+ 0.45%
$87.23 - $106.93 $87.2 - $107
222 $23K
PAYC
Paycom Software, Inc.

Technology
3
+ 37.5%
$193.07 - $265.71 $579 - $797
11 $2K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
34
+ 49.28%
$22.25 - $30.3 $757 - $1.03K
103 $2K
SEE
Sealed Air Corp

Consumer Cyclical
56
+ 77.78%
$23.93 - $32.95 $1.34K - $1.85K
128 $3K
FMC
Fmc Corp

Basic Materials
36
+ 50.0%
$33.98 - $44.06 $1.22K - $1.59K
108 $4K
DV
Double Verify Holdings, Inc.

Technology
82
+ 190.7%
$11.86 - $15.03 $973 - $1.23K
125 $1K
ELS
Equity Lifestyle Properties Inc

Real Estate
10
+ 34.48%
$61.46 - $68.02 $615 - $680
39 $2K
DOCS
Doximity, Inc.

Healthcare
5
+ 17.24%
$50.71 - $61.34 $254 - $307
34 $2K
WMG
Warner Music Group Corp.

Communication Services
64
+ 35.75%
$25.91 - $31.32 $1.66K - $2K
243 $6K
ACI
Albertsons Companies, Inc.

Consumer Defensive
53
+ 7.64%
$19.94 - $22.91 $1.06K - $1.21K
747 $16K
AWI
Armstrong World Industries Inc

Industrials
3
+ 30.0%
$126.1 - $163.12 $378 - $489
13 $2K
GHC
Graham Holdings CO

Consumer Defensive
1
+ 100.0%
$876.56 - $1003.53 $877 - $1K
2 $1K
SWX
Southwest Gas Holdings, Inc.

Utilities
12
+ 15.79%
$66.91 - $76.44 $803 - $917
88 $6K
ZG
Zillow Group, Inc.

Communication Services
13
+ 433.33%
$59.44 - $70.64 $773 - $918
16 $1K
HQY
Healthequity, Inc.

Healthcare
16
+ 533.33%
$76.77 - $113.06 $1.23K - $1.81K
19 $1K
UHAL
Amerco

Industrials
6
+ 10.34%
$58.65 - $67.88 $352 - $407
64 $3K
CPRI
Capri Holdings LTD

Consumer Cyclical
6
+ 10.71%
$12.48 - $19.63 $74.9 - $118
62 $1K
VLY
Valley National Bancorp

Financial Services
61
+ 10.83%
$7.87 - $9.2 $480 - $561
624 $5K
WY
Weyerhaeuser CO

Real Estate
3
+ 4.92%
$24.69 - $29.48 $74.1 - $88.4
64 $1K
Te Connectivity PLC
7
+ 4.93%
N/A
149 $0
VTR
Ventas, Inc.

Real Estate
26
+ 11.5%
$62.45 - $70.08 $1.62K - $1.82K
252 $15K
WRE
Washington Real Estate Investment Trust
14
+ 1.35%
N/A
1.05K $18K
Liberty Media Corp Del
40
+ 22.22%
N/A
220 $0
Annaly Capital Management In
68
+ 20.06%
N/A
407 $0
Arista Networks Inc
106
+ 4.32%
N/A
2.56K $0
NU
Nu Holdings Ltd.

Financial Services
9
+ 7.09%
$9.6 - $13.72 $86.4 - $123
136 $1K
MDT
Medtronic PLC

Healthcare
333
+ 3.17%
$80.68 - $88.86 $26.9K - $29.6K
10.8K $944K
Veralto Corp
19
+ 5.21%
N/A
384 $0
Astera Labs Inc
461
+ 46100.0%
N/A
462 $0
UNM
Unum Group

Financial Services
2
+ 1.72%
$70.48 - $82.91 $141 - $166
118 $9K
MIDD
Middleby Corp

Industrials
7
+ 17.07%
$124.01 - $154.76 $868 - $1.08K
48 $6K
MOGA
Moog Inc Cla
16
+ 2.93%
N/A
563 $0
Six Flags Entertainment Corp
6
+ 5.22%
N/A
121 $0
Howard Hughes Holdings Inc
52
+ 346.67%
N/A
67 $0
Siriusxm Holdings Inc
50
+ 4.83%
N/A
1.09K $0
CNA
Cna Financial Corp

Financial Services
17
+ 8.17%
$45.03 - $50.88 $766 - $865
225 $10K
SLAB
Silicon Laboratories Inc.

Technology
3
+ 30.0%
$86.17 - $148.63 $259 - $446
13 $1K
HEIA
Heico Crp Cl A
134
+ 705.26%
N/A
153 $0
Nextracker Inc
1
+ 1.75%
N/A
58 $0
Gsk PLC
138
+ 9.94%
N/A
1.53K $0
PBF
Pbf Energy Inc.

Energy
1
+ 0.44%
$14.37 - $24.39 $14.4 - $24.4
229 $4K
PII
Polaris Inc.

Consumer Cyclical
17
+ 13.08%
$31.97 - $42.61 $543 - $724
147 $5K
GPS
Gap Inc

Consumer Cyclical
17
+ 22.67%
N/A
92 $1K
Ferguson Enterprises Inc
9
+ 18.37%
N/A
58 $0
Solventum Corp
15
+ 6.61%
N/A
242 $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
5
+ 15.15%
$50.56 - $59.57 $253 - $298
38 $1K
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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