Clearstead Trust, LLC Sells in Q2 2025

Clearstead Trust, LLC

  • $473 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ALB
Albemarle Corp

Basic Materials
-5
- 25.0%
$50.76 - $72.25 $254 - $361
15 $0
VKTX
Viking Therapeutics, Inc.

Healthcare
-41
- 91.11%
$19.98 - $29.49 $819 - $1.21K
4 $0
SCI
Service Corp International

Consumer Cyclical
-6
- 4.32%
$73.58 - $81.65 $441 - $490
133 $10K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-9
- 19.57%
$153.22 - $199.8 $1.38K - $1.8K
37 $6K
AL
Air Lease Corp

Industrials
-38
- 25.17%
$40.46 - $58.71 $1.54K - $2.23K
113 $6K
EL
Estee Lauder Companies Inc

Consumer Defensive
-38
- 31.67%
$50.06 - $80.8 $1.9K - $3.07K
82 $6K
KSS
Kohls Corp

Consumer Cyclical
-105
- 53.3%
$6.13 - $9.4 $644 - $987
92 $0
VMI
Valmont Industries Inc

Industrials
-1
- 9.09%
$263.86 - $333.86 $264 - $334
10 $3K
Standardaero Inc
-83
- 59.71%
N/A
56 $0
Bunge Global Sa
-52
- 32.1%
N/A
110 $0
Sharkninja Inc Adr
-10
- 4.88%
N/A
195 $0
U
Unity Software Inc.

Technology
-19
- 14.29%
$16.75 - $26.24 $318 - $499
114 $2K
Liberty Global LTD
-62
- 56.36%
N/A
48 $0
Linde PLC
-44
- 0.68%
N/A
6.45K $0
VST
Vistra Corp.

Utilities
-18
- 46.15%
$98.07 - $195.04 $1.77K - $3.51K
21 $4K
URI
United Rentals, Inc.

Industrials
-3
- 16.67%
$551.94 - $753.4 $1.66K - $2.26K
15 $11K
TKR
Timken CO

Industrials
-11
- 13.58%
$57.34 - $74.03 $631 - $814
70 $5K
Aptiv PLC
-40
- 8.13%
N/A
452 $0
Sandisk Corp
-12
- 57.14%
N/A
9 $0
Millrose Pptys Inc
-10
- 21.74%
N/A
36 $0
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-1
- 4.76%
$140.37 - $177.56 $140 - $178
20 $3K
MGM
Mgm Resorts International

Consumer Cyclical
-7
- 5.0%
$25.79 - $34.95 $181 - $245
133 $4K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1
- 14.29%
$225.56 - $335.19 $226 - $335
6 $1K
Lazard Inc
-65
- 43.62%
N/A
84 $0
Lam Research Corp
-48
- 10.71%
N/A
400 $0
Grail Inc
-8
- 11.59%
N/A
61 $0
KNSL
Kinsale Capital Group, Inc.

Financial Services
-1
- 3.85%
$419.99 - $501.97 $420 - $502
25 $12K
Ge Vernova Inc
-2
- 0.84%
N/A
237 $0
J P Morgan Exchange Traded F
-24
- 30.0%
N/A
56 $0
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-3
- 33.33%
$162.37 - $200.76 $487 - $602
6 $1K
Healthcare Rlty Tr
-389
- 48.38%
N/A
415 $0
ILCG
Ishares Morningstar Growth ETF
-13K
- 2.57%
N/A
494K $0
HEI
Heico Corp

Industrials
-3
- 18.75%
$236.44 - $328.0 $709 - $984
13 $4K
HUBB
Hubbell Inc

Industrials
-6
- 20.0%
$315.94 - $408.41 $1.9K - $2.45K
24 $9K
Everus Constr Group
-12
- 33.33%
N/A
24 $0
BROS
Dutch Bros Inc.

Consumer Cyclical
-16
- 25.0%
$51.37 - $73.72 $822 - $1.18K
48 $3K
MDB
Mongo Db, Inc.

Technology
-1
- 25.0%
$145.85 - $225.38 $146 - $225
3 $0
AFRM
Affirm Holdings, Inc.

Technology
-22
- 51.16%
$35.75 - $69.14 $787 - $1.52K
21 $1K
UHALB
Amerco Com Ser N
-41
- 74.55%
N/A
14 $0
BFA
Brown Forman Corp Cl A
-23
- 25.84%
N/A
66 $0
PGNY
Progyny, Inc.

Healthcare
-27
- 33.33%
$20.52 - $23.42 $554 - $632
54 $1K
CBOE
Cboe Global Markets, Inc.

Financial Services
-3
- 2.59%
$205.81 - $234.23 $617 - $703
113 $26K
CIEN
Ciena Corp

Technology
-24
- 38.1%
$53.5 - $83.89 $1.28K - $2.01K
39 $3K
OPCH
Option Care Health, Inc.

Healthcare
-7
- 9.33%
$30.69 - $34.95 $215 - $245
68 $2K
OKTA
Okta, Inc.

Technology
-1
- 8.33%
$91.24 - $127.3 $91.2 - $127
11 $1K
NWSA
News Corp

Communication Services
-15
- 46.88%
$23.97 - $29.72 $360 - $446
17 $0
Cooper Cos Inc
-106
- 44.73%
N/A
131 $0
DOCU
Docusign, Inc.

Technology
-1
- 3.33%
$70.35 - $93.84 $70.4 - $93.8
29 $2K
Flagstar Financial Inc
-145
- 86.83%
N/A
22 $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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