Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTLS
First Tr Long/Short Equity ETF

ETFs
267
New
$65.78 - $69.95 $17.6K - $18.7K
267 $18K
IBRX
Immunity Bio, Inc.

Healthcare
25.5K
+ 10.3%
$2.24 - $3.01 $57.1K - $76.8K
273K $671K
PBF
Pbf Energy Inc.

Energy
121
+ 7.11%
$21.68 - $33.56 $2.62K - $4.06K
1.82K $54K
NESR
National Energy Services Reunited Corp.

Energy
1.76K
New
$5.96 - $10.54 $10.5K - $18.6K
1.76K $18K
CORT
Corcept Therapeutics Inc

Healthcare
193
+ 163.56%
$67.17 - $83.9 $13K - $16.2K
311 $25K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
530
New
$23.52 - $33.89 $12.5K - $18K
530 $17K
OSK
Oshkosh Corp

Industrials
7
+ 0.71%
$118.16 - $143.44 $827 - $1K
999 $129K
CABO
Cable One, Inc.

Communication Services
99
New
$119.56 - $177.68 $11.8K - $17.6K
99 $17K
CALX
Calix, Inc

Technology
255
+ 139.34%
$50.08 - $64.04 $12.8K - $16.3K
438 $26K
VVV
Valvoline Inc

Energy
475
+ 431.82%
$35.02 - $40.67 $16.6K - $19.3K
585 $21K
STNG
Scorpio Tankers Inc.

Energy
205
+ 67.88%
$39.9 - $60.85 $8.18K - $12.5K
507 $28K
MAS
Masco Corp

Industrials
168
+ 21.57%
$64.44 - $76.07 $10.8K - $12.8K
947 $66K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
450
+ 4.47%
$4.0 - $5.89 $1.8K - $2.65K
10.5K $54K
FAF
First American Financial Corp

Financial Services
213
+ 32.97%
$54.73 - $68.13 $11.7K - $14.5K
859 $55K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
99
+ 91.67%
$138.08 - $151.2 $13.7K - $15K
207 $31K
MEOH
Methanex Corp

Basic Materials
409
New
$32.46 - $39.93 $13.3K - $16.3K
409 $16K
SAFT
Safety Insurance Group Inc

Financial Services
240
New
$69.3 - $79.05 $16.6K - $19K
240 $16K
CALM
Cal Maine Foods Inc

Consumer Defensive
168
+ 221.05%
$94.1 - $119.16 $15.8K - $20K
244 $22K
COLM
Columbia Sportswear CO

Consumer Cyclical
295
+ 500.0%
$49.3 - $64.28 $14.5K - $19K
354 $18K
HURN
Huron Consulting Group Inc.

Industrials
94
+ 86.24%
$121.98 - $146.77 $11.5K - $13.8K
203 $29K
LAUR
Laureate Education, Inc.

Consumer Defensive
131
+ 9.51%
$22.6 - $31.57 $2.96K - $4.14K
1.51K $47K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
146
+ 27.6%
$14.71 - $34.49 $2.15K - $5.04K
675 $23K
DV
Double Verify Holdings, Inc.

Technology
1.39K
+ 209.95%
$11.86 - $16.27 $16.5K - $22.6K
2.06K $24K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
331
New
$45.54 - $48.43 $15.1K - $16K
331 $15K
HST
Host Hotels & Resorts, Inc.

Real Estate
786
+ 79.64%
$15.27 - $17.68 $12K - $13.9K
1.77K $30K
POCT
Innovator U.S. Equity Power Bu

ETFs
353
New
$41.27 - $43.1 $14.6K - $15.2K
353 $15K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
258
New
$56.98 - $61.66 $14.7K - $15.9K
258 $15K
PFG
Principal Financial Group Inc

Financial Services
140
+ 18.25%
$75.53 - $82.95 $10.6K - $11.6K
907 $75K
BCO
Brinks CO

Industrials
45
+ 14.42%
$85.19 - $117.52 $3.83K - $5.29K
357 $41K
FMNB
Farmers National Banc Corp

Financial Services
45
+ 0.22%
$13.19 - $15.3 $594 - $689
20.3K $292K
TILE
Interface Inc

Consumer Cyclical
72
+ 4.8%
$20.39 - $29.88 $1.47K - $2.15K
1.57K $45K
RDN
Radian Group Inc

Financial Services
391
+ 193.56%
$32.61 - $37.23 $12.8K - $14.6K
593 $21K
AGX
Argan Inc

Industrials
47
+ 235.0%
$202.53 - $271.07 $9.52K - $12.7K
67 $18K
HRB
H&R Block Inc

Consumer Cyclical
293
+ 134.4%
$49.28 - $56.76 $14.4K - $16.6K
511 $25K
CRC
California Resources Corp

Energy
226
+ 82.48%
$46.11 - $57.82 $10.4K - $13.1K
500 $26K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
544
New
$23.08 - $27.63 $12.6K - $15K
544 $14K
PLTK
Playtika Holding Corp.

Communication Services
3.87K
+ 282.2%
$3.44 - $5.0 $13.3K - $19.3K
5.24K $20K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
702
+ 332.7%
$17.96 - $19.62 $12.6K - $13.8K
913 $17K
SONO
Sonos Inc

Technology
95
+ 3.86%
$10.36 - $15.8 $984 - $1.5K
2.56K $40K
SYF
Synchrony Financial

Financial Services
58
+ 2.53%
$67.53 - $76.86 $3.92K - $4.46K
2.36K $167K
IBEX
Ibex LTD

Technology
76
+ 8.08%
$27.75 - $42.0 $2.11K - $3.19K
1.02K $41K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.63K
+ 13.12%
$19.08 - $23.53 $31.1K - $38.3K
14K $274K
HGTY
Hagerty, Inc.

Financial Services
1.13K
New
$9.34 - $13.02 $10.5K - $14.7K
1.13K $13K
INFY
Infosys LTD

Technology
800
New
$15.98 - $18.96 $12.8K - $15.2K
800 $13K
MTG
Mgic Investment Corp

Financial Services
438
+ 24.73%
$25.06 - $28.92 $11K - $12.7K
2.21K $62K
MMS
Maximus, Inc.

Industrials
88
+ 33.59%
$69.89 - $91.37 $6.15K - $8.04K
350 $31K
CIVI
Civitas Resources, Inc.

Energy
367
+ 524.29%
$27.85 - $37.37 $10.2K - $13.7K
437 $14K
VGLT
Vanguard Long Term Treasury Et

ETFs
208
+ 34.55%
$54.21 - $57.41 $11.3K - $11.9K
810 $46K
CACI
Caci International Inc

Technology
28
+ 311.11%
N/A
37 $15K
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, 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 Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email