Clearstead Trust, LLC New Holdings in Q1 2025

Clearstead Trust, LLC

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEN
Penumbra Inc

Healthcare
6
New
$237.28 - $303.76 $1.42K - $1.82K
6 $1K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7
New
$203.38 - $274.79 $1.42K - $1.92K
7 $1K
FCFS
First Cash Holdings, Inc.

Financial Services
12
New
$102.59 - $120.32 $1.23K - $1.44K
12 $1K
IRDM
Iridium Communications Inc.

Communication Services
66
New
$26.87 - $32.66 $1.77K - $2.16K
66 $1K
LNTH
Lantheus Holdings, Inc.

Healthcare
12
New
$78.23 - $110.01 $939 - $1.32K
12 $1K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
9
New
$81.78 - $131.92 $736 - $1.19K
9 $1K
VKTX
Viking Therapeutics, Inc.

Healthcare
45
New
$24.15 - $42.89 $1.09K - $1.93K
45 $1K
IPGP
Ipg Photonics Corp

Technology
31
New
$57.86 - $77.8 $1.79K - $2.41K
31 $1K
ELS
Equity Lifestyle Properties Inc

Real Estate
29
New
$64.36 - $69.32 $1.87K - $2.01K
29 $1K
LEG
Leggett & Platt Inc

Consumer Cyclical
239
New
$7.91 - $11.06 $1.89K - $2.64K
239 $1K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
9
New
$160.89 - $187.27 $1.45K - $1.69K
9 $1K
LVS
Las Vegas Sands Corp

Consumer Cyclical
41
New
$38.18 - $50.93 $1.57K - $2.09K
41 $1K
KSS
Kohls Corp

Consumer Cyclical
197
New
$8.06 - $14.12 $1.59K - $2.78K
197 $1K
FYBR
Frontier Communications Parent, Inc.

Communication Services
45
New
$34.83 - $36.05 $1.57K - $1.62K
45 $1K
AFRM
Affirm Holdings, Inc.

Technology
43
New
$43.7 - $80.98 $1.88K - $3.48K
43 $1K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
33
New
$48.65 - $66.04 $1.61K - $2.18K
33 $1K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
48
New
$28.17 - $45.41 $1.35K - $2.18K
48 $1K
DOCS
Doximity, Inc.

Healthcare
29
New
$49.71 - $83.14 $1.44K - $2.41K
29 $1K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
69
New
$27.8 - $39.18 $1.92K - $2.7K
69 $1K
WHR
Whirlpool Corp

Consumer Cyclical
19
New
$88.58 - $133.14 $1.68K - $2.53K
19 $1K
HAYW
Hayward Holdings, Inc.

Industrials
94
New
$13.64 - $15.26 $1.28K - $1.43K
94 $1K
SLAB
Silicon Laboratories Inc.

Technology
10
New
$112.57 - $158.7 $1.13K - $1.59K
10 $1K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
15
New
$80.53 - $147.57 $1.21K - $2.21K
15 $1K
SAM
Boston Beer CO Inc

Consumer Defensive
7
New
$219.16 - $301.26 $1.53K - $2.11K
7 $1K
KRG
Kite Realty Group Trust

Real Estate
70
New
$21.24 - $25.05 $1.49K - $1.75K
70 $1K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
7
New
$283.06 - $421.16 $1.98K - $2.95K
7 $1K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
149
New
$7.89 - $12.48 $1.18K - $1.86K
149 $1K
CACI
Caci International Inc

Technology
3
New
N/A
3 $1K
CNC
Centene Corp

Healthcare
24
New
$55.93 - $65.89 $1.34K - $1.58K
24 $1K
RNR
Renaissancere Holdings LTD

Financial Services
3
New
$226.55 - $263.22 $680 - $790
3 $0
CLVT
Clarivate PLC

Technology
9
New
$3.93 - $5.66 $35.4 - $50.9
9 $0
Super Micro Computer Inc
79
New
N/A
79 $0
BFB
Brown Forman Corp Cl B
285
New
N/A
285 $0
Trust For Professional Manag
18.4K
New
N/A
18.4K $0
BLD
Top Build Corp

Industrials
3
New
$295.17 - $354.82 $886 - $1.06K
3 $0
ZG
Zillow Group, Inc.

Communication Services
3
New
$66.41 - $85.29 $199 - $256
3 $0
CHK
Chesapeake Energy Corp

Energy
2
New
N/A
2 $0
VIACA
Paramount Global

Communication Services
11
New
N/A
11 $0
BFA
Brown Forman Corp Cl A
89
New
N/A
89 $0
Lazard Inc
149
New
N/A
149 $0
TRU
Trans Union

Industrials
12
New
$80.45 - $100.25 $965 - $1.2K
12 $0
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
6
New
$120.07 - $144.17 $720 - $865
6 $0
Liberty Global LTD
110
New
N/A
110 $0
ADNT
Adient PLC

Consumer Cyclical
31
New
$12.81 - $18.26 $397 - $566
31 $0
Tko Group Holdings Inc
26
New
N/A
26 $0
Bunge Global Sa
162
New
N/A
162 $0
Standardaero Inc
139
New
N/A
139 $0
UA
Under Armour Inc Cl C

Consumer Cyclical
97
New
$5.95 - $7.79 $577 - $756
97 $0
ONB
Old National Bancorp

Financial Services
12
New
$20.11 - $24.45 $241 - $293
12 $0
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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