Clearstead Trust, LLC New Holdings in Q2 2025

Clearstead Trust, LLC

  • $473 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRTN
Marten Transport LTD

Industrials
16
New
$12.69 - $13.95 $203 - $223
16 $0
EGBN
Eagle Bancorp Inc

Financial Services
16
New
$16.71 - $21.41 $267 - $343
16 $0
IIIN
Insteel Industries Inc

Industrials
10
New
$23.76 - $37.75 $238 - $378
10 $0
HLX
Helix Energy Solutions Group Inc

Energy
123
New
$5.98 - $8.5 $736 - $1.05K
123 $0
HWKN
Hawkins Inc

Basic Materials
6
New
$103.32 - $143.95 $620 - $864
6 $0
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
14
New
$27.94 - $35.91 $391 - $503
14 $0
HLIT
Harmonic Inc

Technology
86
New
$8.25 - $9.73 $710 - $837
86 $0
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
33
New
$22.73 - $29.21 $750 - $964
33 $0
HAFC
Hanmi Financial Corp

Financial Services
27
New
$20.42 - $24.81 $551 - $670
27 $0
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5
New
$97.29 - $105.63 $486 - $528
5 $0
HP
Helmerich & Payne, Inc.

Energy
24
New
$15.16 - $26.78 $364 - $643
24 $0
HI
Hillenbrand, Inc.

Industrials
44
New
$18.62 - $24.76 $819 - $1.09K
44 $0
Innovex International Inc
14
New
N/A
14 $0
INVA
Innoviva, Inc.

Healthcare
18
New
$17.1 - $21.8 $308 - $392
18 $0
IPAR
Inter Parfums Inc

Consumer Defensive
7
New
$99.7 - $141.48 $698 - $990
7 $0
TILE
Interface Inc

Consumer Cyclical
36
New
$17.79 - $21.16 $640 - $762
36 $0
IEX
Idex Corp

Industrials
3
New
$160.66 - $191.29 $482 - $574
3 $0
ICUI
Icu Medical Inc

Healthcare
7
New
$127.74 - $151.04 $894 - $1.06K
7 $0
IAC
Iac/Inter Active Corp

Communication Services
21
New
$32.68 - $40.02 $686 - $840
21 $0
HOLX
Hologic Inc

Healthcare
7
New
$52.73 - $65.22 $369 - $457
7 $0
HCI
Hci Group, Inc.

Financial Services
6
New
$137.07 - $171.28 $822 - $1.03K
6 $0
GES
Guess Inc

Consumer Cyclical
20
New
$8.66 - $12.46 $173 - $249
20 $0
GBX
Greenbrier Companies Inc

Industrials
12
New
$39.63 - $51.99 $476 - $624
12 $0
FCPT
Four Corners Property Trust, Inc.

Real Estate
21
New
$26.06 - $28.7 $547 - $603
21 $0
Forward Air Corp
14
New
N/A
14 $0
Fortrea Hldgs Inc
130
New
N/A
130 $0
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
24
New
$8.6 - $10.66 $206 - $256
24 $0
KAI
Kadant Inc

Industrials
1
New
$286.24 - $350.17 $286 - $350
1 $0
KALU
Kaiser Aluminum Corp

Basic Materials
5
New
$50.21 - $80.95 $251 - $405
5 $0
KW
Kennedy Wilson Holdings, Inc.

Real Estate
33
New
$6.07 - $8.61 $200 - $284
33 $0
KOP
Koppers Holdings Inc.

Basic Materials
10
New
$23.5 - $33.32 $235 - $333
10 $0
JBLU
Jetblue Airways Corp

Industrials
120
New
$3.43 - $5.42 $412 - $650
120 $0
J P Morgan Exchange Traded F
2.11K
New
N/A
2.11K $0
GSHD
Goosehead Insurance, Inc.

Financial Services
7
New
$93.19 - $121.83 $652 - $853
7 $0
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
30
New
$8.48 - $11.94 $254 - $358
30 $0
GNL
Global Net Lease, Inc.

Real Estate
101
New
$6.82 - $8.08 $689 - $816
101 $0
GTY
Getty Realty Corp

Real Estate
34
New
$27.38 - $30.93 $931 - $1.05K
34 $0
THRM
Gentherm Inc

Consumer Cyclical
18
New
$23.32 - $28.7 $420 - $517
18 $0
Ishares Bitcoin Trust ETF
84
New
N/A
84 $0
GIII
G Iii Apparel Group LTD

Consumer Cyclical
15
New
$20.54 - $29.09 $308 - $436
15 $0
GEO
Geo Group Inc

Real Estate
40
New
$23.11 - $31.67 $924 - $1.27K
40 $0
FRT
Federal Realty Investment Trust

Real Estate
7
New
$83.56 - $99.08 $585 - $694
7 $0
DXC
Dxc Technology CO

Technology
22
New
$14.03 - $17.63 $309 - $388
22 $0
PBI
Pitney Bowes Inc

Industrials
71
New
$7.81 - $10.94 $555 - $777
71 $0
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
6
New
$35.11 - $63.01 $211 - $378
6 $0
CRSR
Corsair Gaming, Inc.

Technology
36
New
$5.79 - $9.7 $208 - $349
36 $0
POWL
Powell Industries Inc

Industrials
2
New
$159.38 - $211.34 $319 - $423
2 $0
PFBC
Preferred Bank

Financial Services
5
New
$75.32 - $87.67 $377 - $438
5 $0
PBH
Prestige Consumer Healthcare Inc.

Healthcare
5
New
$78.57 - $89.09 $393 - $445
5 $0
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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