Clearstead Trust, LLC Sells in Q2 2025

Clearstead Trust, LLC

  • $473 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NTRA
Natera, Inc.

Healthcare
-4
- 17.39%
$132.23 - $171.87 $529 - $687
19 $3K
Ingram Micro Hldg Corp
-119
- 95.97%
N/A
5 $0
CVNA
Carvana Co.

Consumer Cyclical
-1
- 6.67%
$162.57 - $345.64 $163 - $346
14 $4K
BEN
Franklin Resources Inc

Financial Services
-79
- 12.23%
$16.66 - $23.85 $1.32K - $1.88K
567 $13K
FIVE
Five Below, Inc

Consumer Cyclical
-17
- 30.36%
$55.75 - $131.18 $948 - $2.23K
39 $5K
KD
Kyndryl Holdings, Inc.

Technology
-1
- 0.7%
$27.77 - $41.96 $27.8 - $42
142 $5K
SOFI
So Fi Technologies, Inc.

Financial Services
-95
- 28.11%
$9.5 - $18.21 $903 - $1.73K
243 $4K
THC
Tenet Healthcare Corp

Healthcare
-6
- 13.64%
$110.41 - $176.0 $662 - $1.06K
38 $6K
MKSI
Mks Instruments Inc

Technology
-4
- 4.76%
$58.78 - $100.27 $235 - $401
80 $7K
QCOM
Qualcomm Inc

Technology
-43
- 2.55%
$124.66 - $159.48 $5.36K - $6.86K
1.64K $261K
JBL
Jabil Inc

Technology
-12
- 17.39%
$116.88 - $218.1 $1.4K - $2.62K
57 $12K
CAR
Avis Budget Group, Inc.

Industrials
-2
- 3.64%
$62.86 - $179.3 $126 - $359
53 $8K
RBLX
Roblox Corp

Communication Services
-6
- 5.08%
$51.22 - $105.59 $307 - $634
112 $11K
NET
Cloudflare, Inc.

Technology
-1
- 1.19%
$97.08 - $195.83 $97.1 - $196
83 $16K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-6
- 2.03%
$160.22 - $209.35 $961 - $1.26K
290 $60K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-6
- 5.83%
$328.01 - $475.68 $1.97K - $2.85K
97 $45K
XLK
Technology Sector Spdr

ETFs
-246
- 15.86%
$179.73 - $253.23 $44.2K - $62.3K
1.31K $330K
VUG
Vanguard Growth ETF

ETFs
-12
- 4.88%
$329.49 - $438.4 $3.95K - $5.26K
234 $102K
OLED
Universal Display Corp Pa

Technology
-10
- 0.97%
$106.6 - $161.02 $1.07K - $1.61K
1.02K $156K
F
Ford Motor CO

Consumer Cyclical
-113
- 0.61%
$8.69 - $10.85 $982 - $1.23K
18.5K $200K
SCHW
Schwab Charles Corp

Financial Services
-60
- 3.77%
$69.06 - $91.24 $4.14K - $5.47K
1.53K $139K
CAT
Caterpillar Inc

Industrials
-212
- 12.42%
$273.94 - $388.21 $58.1K - $82.3K
1.5K $580K
KLAC
Kla Corp

Technology
-3
- 2.78%
$576.53 - $902.94 $1.73K - $2.71K
105 $94K
TJX
Tjx Companies Inc

Consumer Cyclical
-82
- 0.42%
$119.13 - $135.03 $9.77K - $11.1K
19.6K $2.42M
AXP
American Express CO

Financial Services
-104
- 6.44%
$231.39 - $318.98 $24.1K - $33.2K
1.51K $481K
ROK
Rockwell Automation, Inc

Industrials
-40
- 2.65%
$218.97 - $332.17 $8.76K - $13.3K
1.47K $487K
VEA
Vanguard Ftse Developed Market

ETFs
-675
- 2.92%
$45.65 - $57.01 $30.8K - $38.5K
22.4K $1.28M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-442
- 1.16%
$26.99 - $33.86 $11.9K - $15K
37.5K $1.26M
AMAT
Applied Materials Inc

Technology
-179
- 3.49%
$126.95 - $183.52 $22.7K - $32.9K
4.95K $905K
NXPI
Nxp Semiconductors N.V.

Technology
-37
- 0.61%
$153.5 - $218.72 $5.68K - $8.09K
6K $1.31M
VTI
Vanguard Total Stock Market Et

ETFs
-34
- 0.4%
$243.75 - $303.93 $8.29K - $10.3K
8.47K $2.57M
SYK
Stryker Corp

Healthcare
-110
- 0.82%
$337.37 - $395.63 $37.1K - $43.5K
13.3K $5.26M
IBM
International Business Machines Corp

Technology
-28
- 0.29%
$221.03 - $294.78 $6.19K - $8.25K
9.65K $2.84M
NOW
Service Now, Inc.

Technology
-84
- 1.75%
$721.65 - $1040.18 $60.6K - $87.4K
4.72K $4.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.15K
- 0.79%
$416.06 - $551.64 $479K - $635K
145K $79.8M
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
Track This Portfolio

Track Clearstead Trust, LLC Portfolio

Follow Clearstead Trust, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Trust, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email