Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CELH
Celsius Holdings, Inc.

Consumer Defensive
316
+ 52.67%
$42.74 - $62.88 $13.5K - $19.9K
916 $52K
HALO
Halozyme Therapeutics, Inc.

Healthcare
265
+ 107.72%
$52.92 - $78.28 $14K - $20.7K
511 $37K
PWV
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.11%
$61.22 - $65.41 $551 - $589
8.14K $530K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
268
New
$95.22 - $96.21 $25.5K - $25.8K
268 $25K
UPST
Upstart Holdings, Inc.

Financial Services
500
New
$50.8 - $84.13 $25.4K - $42.1K
500 $25K
UPWK
Upwork, Inc

Industrials
1.28K
+ 998.44%
$11.75 - $20.07 $15K - $25.6K
1.41K $26K
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.11%
$175.25 - $189.41 $351 - $379
1.88K $356K
CTSH
Cognizant Technology Solutions Corp

Technology
1.65K
+ 20.93%
$66.67 - $80.98 $110K - $133K
9.52K $638K
DT
Dynatrace, Inc.

Technology
715
+ 44.58%
$46.04 - $56.64 $32.9K - $40.5K
2.32K $112K
EWBC
East West Bancorp Inc

Financial Services
91
+ 3.46%
$97.41 - $109.7 $8.86K - $9.98K
2.72K $289K
FIVE
Five Below, Inc

Consumer Cyclical
95
+ 22.57%
$128.78 - $155.44 $12.2K - $14.8K
516 $79K
AIQ
Global X Funds Global X Artifi

ETFs
501
New
$43.2 - $49.66 $21.6K - $24.9K
501 $24K
NRZ
New Residential Investment Corp.

Real Estate
3.31K
+ 96.38%
N/A
6.74K $48K
RUN
Sunrun Inc.

Technology
34
+ 1.35%
$8.99 - $18.18 $306 - $618
2.55K $44K
PNR
Pentair PLC

Industrials
204
+ 86.44%
$100.62 - $112.59 $20.5K - $23K
440 $48K
HNI
Hni Corp

Industrials
506
New
$43.18 - $52.5 $21.8K - $26.6K
506 $23K
MSGS
Madison Square Garden Sports Corp.

Communication Services
6
+ 0.5%
$192.65 - $230.03 $1.16K - $1.38K
1.22K $276K
PCT
Pure Cycle Technologies, Inc.

Industrials
1.8K
New
$12.21 - $16.92 $22K - $30.5K
1.8K $23K
STEP
Step Stone Group Inc.

Financial Services
326
+ 127.84%
$55.47 - $67.35 $18.1K - $22K
581 $37K
FHB
First Hawaiian, Inc.

Financial Services
911
New
$23.66 - $26.43 $21.6K - $24.1K
911 $22K
RH
Rh

Consumer Cyclical
107
+ 713.33%
$187.54 - $251.0 $20.1K - $26.9K
122 $24K
DINO
Hf Sinclair Corp

Energy
86
+ 5.99%
$42.11 - $54.01 $3.62K - $4.64K
1.52K $79K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
128
+ 110.34%
$96.73 - $137.09 $12.4K - $17.5K
244 $32K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
117
+ 36.11%
$164.12 - $188.32 $19.2K - $22K
441 $76K
QRVO
Qorvo, Inc.

Technology
208
+ 93.27%
$83.6 - $96.31 $17.4K - $20K
431 $39K
HYD
Vaneck High Yield Muni ETF

ETFs
408
+ 39.8%
$48.85 - $50.94 $19.9K - $20.8K
1.43K $72K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
37
+ 1.31%
$48.04 - $60.86 $1.78K - $2.25K
2.87K $166K
TDS
Telephone & Data Systems Inc

Communication Services
108
+ 2.63%
$35.43 - $40.72 $3.83K - $4.4K
4.21K $165K
ABR
Arbor Realty Trust Inc

Real Estate
271
+ 2.55%
$10.7 - $12.21 $2.9K - $3.31K
10.9K $133K
BRBR
Bellring Brands, Inc.

Consumer Defensive
857
+ 161.09%
$35.51 - $58.78 $30.4K - $50.4K
1.39K $50K
GTLB
Gitlab Inc.

Technology
455
+ 35.22%
$38.82 - $50.43 $17.7K - $22.9K
1.75K $78K
REET
Ishares Global Reit ETF

ETFs
474
+ 5.43%
$24.45 - $25.91 $11.6K - $12.3K
9.2K $235K
WPC
W. P. Carey Inc.

Real Estate
273
+ 73.19%
$61.29 - $68.7 $16.7K - $18.8K
646 $43K
CNHI
Cnh Industrial N.V.

Industrials
1.92K
+ 132.69%
N/A
3.37K $35K
CAG
Conagra Brands Inc.

Consumer Defensive
1.36K
+ 56.88%
$18.04 - $21.14 $24.6K - $28.8K
3.76K $68K
LNC
Lincoln National Corp

Financial Services
37
+ 1.2%
$33.37 - $43.29 $1.23K - $1.6K
3.12K $125K
COMM
Comm Scope Holding Company, Inc.

Technology
1.27K
+ 5768.18%
$7.29 - $16.99 $9.25K - $21.6K
1.29K $19K
HDB
Hdfc Bank LTD

Financial Services
739
+ 476.77%
$34.14 - $78.94 $25.2K - $58.3K
894 $30K
KURA
Kura Oncology, Inc.

Healthcare
2.05K
+ 515.08%
$5.54 - $9.05 $11.4K - $18.6K
2.45K $21K
LZ
Legalzoom.Com, Inc.

Industrials
1.44K
+ 58.46%
$8.3 - $11.18 $12K - $16.1K
3.91K $40K
NUSC
Nuveen Esg Small Cap ETF

ETFs
392
+ 84.48%
$40.43 - $44.52 $15.8K - $17.5K
856 $37K
PSA
Public Storage

Real Estate
74
+ 15.32%
$271.94 - $298.09 $20.1K - $22.1K
557 $160K
TCBI
Texas Capital Bancshares Inc

Financial Services
221
+ 539.02%
$79.46 - $89.73 $17.6K - $19.8K
262 $22K
OC
Owens Corning

Industrials
16
+ 0.41%
$136.56 - $157.69 $2.18K - $2.52K
3.9K $552K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
200
+ 2.27%
$78.11 - $79.07 $15.6K - $15.8K
9K $710K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
140
+ 11.99%
$185.65 - $214.38 $26K - $30K
1.31K $262K
BRZE
Braze, Inc.

Technology
620
+ 58.22%
$24.11 - $32.65 $14.9K - $20.2K
1.69K $47K
CRBG
Corebridge Financial, Inc.

Financial Services
578
+ 545.28%
$31.36 - $35.94 $18.1K - $20.8K
684 $21K
EXC
Exelon Corp

Utilities
48
+ 0.5%
$42.73 - $45.54 $2.05K - $2.19K
9.67K $435K
Activity Summary
Buys All Purchases 1723 New Holdings 559 Increased Positions 1164 Sells All Sells 863 Reductions 863 Sold out 0 Options Calls 5 Puts 2
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