Clearstead Trust, LLC Sells in Q2 2025

Clearstead Trust, LLC

  • $473 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-988
- 8.54%
$274.35 - $599.47 $271K - $592K
10.6K $3.3M
XLV
Select Sector Spdr Fund Health

ETFs
-11K
- 99.72%
$128.77 - $144.3 $1.41M - $1.58M
31 $4K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-10.5K
- 6.13%
$91.43 - $91.74 $964K - $967K
161K $14.8M
XOM
Exxon Mobil Corp

Energy
-739
- 2.37%
$99.93 - $119.04 $73.8K - $88K
30.4K $3.28M
MRK
Merck & Co., Inc.

Healthcare
-1.69K
- 7.24%
$73.47 - $87.12 $124K - $148K
21.7K $1.72M
SLB
Schlumberger Limited

Energy
-211
- 0.71%
$31.95 - $42.2 $6.74K - $8.9K
29.4K $994K
ADP
Automatic Data Processing Inc

Industrials
-636
- 4.4%
$276.76 - $326.81 $176K - $208K
13.8K $4.26M
LNG
Cheniere Energy, Inc.

Energy
-717
- 19.92%
$197.25 - $244.33 $141K - $175K
2.88K $701K
EW
Edwards Lifesciences Corp

Healthcare
-1.69K
- 98.6%
$67.07 - $78.22 $113K - $132K
24 $1K
WEC
Wec Energy Group, Inc.

Utilities
-226
- 1.19%
$102.24 - $109.76 $23.1K - $24.8K
18.8K $1.96M
UPS
United Parcel Service Inc

Industrials
-781
- 62.18%
$91.92 - $110.2 $71.8K - $86.1K
475 $47K
NOC
Northrop Grumman Corp

Industrials
-174
- 89.69%
$456.3 - $540.39 $79.4K - $94K
20 $9K
DELL
Dell Technologies Inc.

Technology
-840
- 75.27%
$71.63 - $125.98 $60.2K - $106K
276 $33K
ASML
Asml Holding Nv

Technology
-128
- 49.61%
$595.37 - $815.24 $76.2K - $104K
130 $104K
ECL
Ecolab Inc.

Basic Materials
-316
- 22.28%
$225.65 - $270.95 $71.3K - $85.6K
1.1K $296K
DUK
Duke Energy Corp

Utilities
-410
- 13.02%
$112.46 - $124.05 $46.1K - $50.9K
2.74K $323K
VEU
Vanguard Ftse All World Ex Us

ETFs
-971
- 93.91%
$54.19 - $67.22 $52.6K - $65.3K
63 $4K
KO
Coca Cola CO

Consumer Defensive
-664
- 5.33%
$68.37 - $73.9 $45.4K - $49.1K
11.8K $834K
WM
Waste Management Inc

Industrials
-49
- 0.32%
$216.47 - $242.1 $10.6K - $11.9K
15.2K $3.47M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-747
- 32.38%
$73.7 - $90.98 $55.1K - $68K
1.56K $141K
KHC
Kraft Heinz CO

Consumer Defensive
-900
- 20.69%
$25.61 - $30.81 $23K - $27.7K
3.45K $89K
VBR
Vanguard Small Cap Value ETF

ETFs
-223
- 89.56%
$162.76 - $195.77 $36.3K - $43.7K
26 $5K
HAL
Halliburton CO

Energy
-485
- 8.84%
$19.26 - $25.7 $9.34K - $12.5K
5K $101K
DVN
Devon Energy Corp

Energy
-533
- 14.22%
$26.8 - $37.92 $14.3K - $20.2K
3.22K $102K
STZ
Constellation Brands, Inc.

Consumer Defensive
-89
- 8.64%
$160.0 - $195.62 $14.2K - $17.4K
941 $153K
SHEL
Shell PLC

Energy
-112
- 1.39%
$59.75 - $73.05 $6.69K - $8.18K
7.95K $559K
FDX
Fedex Corp

Industrials
-9
- 0.64%
$198.07 - $245.17 $1.78K - $2.21K
1.4K $318K
MS
Morgan Stanley

Financial Services
-340
- 31.54%
$99.83 - $140.86 $33.9K - $47.9K
738 $103K
NKE
Nike, Inc.

Consumer Cyclical
-422
- 34.0%
$53.27 - $72.04 $22.5K - $30.4K
819 $58K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-236
- 37.52%
$77.74 - $78.78 $18.3K - $18.6K
393 $30K
SON
Sonoco Products CO

Consumer Cyclical
-363
- 73.93%
$40.6 - $47.93 $14.7K - $17.4K
128 $5K
INTC
Intel Corp

Technology
-734
- 14.54%
$18.13 - $22.69 $13.3K - $16.7K
4.32K $96K
IRT
Independence Realty Trust, Inc.

Real Estate
-104
- 2.33%
$17.41 - $21.38 $1.81K - $2.22K
4.36K $77K
IQV
Iqvia Holdings Inc.

Healthcare
-67
- 23.26%
$137.0 - $174.37 $9.18K - $11.7K
221 $34K
AZN
Astrazeneca PLC

Healthcare
-3
- 0.07%
$64.87 - $75.0 $195 - $225
4.3K $300K
KMB
Kimberly Clark Corp

Consumer Defensive
-88
- 30.03%
$126.84 - $145.22 $11.2K - $12.8K
205 $26K
TRGP
Targa Resources Corp.

Energy
-63
- 88.73%
$157.32 - $205.72 $9.91K - $13K
8 $1K
OVV
Ovintiv Inc.

Energy
-313
- 74.52%
$31.18 - $44.14 $9.76K - $13.8K
107 $4K
MAN
Manpower Group Inc.

Industrials
-192
- 77.42%
$38.37 - $58.77 $7.37K - $11.3K
56 $2K
PRU
Prudential Financial Inc

Financial Services
-98
- 36.84%
$95.12 - $112.71 $9.32K - $11K
168 $18K
ALLY
Ally Financial Inc.

Financial Services
-284
- 92.21%
$30.09 - $38.95 $8.55K - $11.1K
24 $0
AAL
American Airlines Group Inc.

Industrials
-982
- 81.63%
N/A
221 $2K
AMCR
Amcor PLC

Consumer Cyclical
-1.06K
- 66.1%
$8.57 - $9.81 $9.08K - $10.4K
543 $4K
MRVL
Marvell Technology, Inc.

Technology
-145
- 95.39%
$49.38 - $79.97 $7.16K - $11.6K
7 $0
HUM
Humana Inc

Healthcare
-31
- 88.57%
$224.93 - $295.04 $6.97K - $9.15K
4 $0
ADI
Analog Devices Inc

Technology
-84
- 27.45%
$164.6 - $238.02 $13.8K - $20K
222 $52K
WTW
Willis Towers Watson PLC

Financial Services
-25
- 67.57%
$295.96 - $337.43 $7.4K - $8.44K
12 $3K
ZTS
Zoetis Inc.

Healthcare
-11
- 1.57%
$144.41 - $170.3 $1.59K - $1.87K
689 $107K
LKQ
Lkq Corp

Consumer Cyclical
-172
- 63.0%
$36.86 - $43.38 $6.34K - $7.46K
101 $3K
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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