Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INVH
Invitation Homes Inc.

Real Estate
450
+ 24.93%
$28.9 - $32.78 $13K - $14.8K
2.26K $66K
LEVI
Levi Strauss & CO

Consumer Cyclical
24
+ 1.63%
$18.87 - $23.3 $453 - $559
1.5K $34K
LBRT
Liberty Energy Inc.

Energy
589
+ 5354.55%
$10.02 - $13.25 $5.9K - $7.8K
600 $7K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
115
+ 19.43%
$21.94 - $29.24 $2.52K - $3.36K
707 $20K
NIC
Nicolet Bankshares Inc

Financial Services
44
+ 40.0%
$125.31 - $140.41 $5.51K - $6.18K
154 $20K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
421
+ 2.49%
$7.98 - $8.29 $3.36K - $3.49K
17.3K $142K
OMF
One Main Holdings, Inc.

Financial Services
127
+ 115.45%
$55.61 - $62.61 $7.06K - $7.95K
237 $13K
PTGX
Protagonist Therapeutics, Inc

Healthcare
90
+ 81.82%
$49.7 - $67.42 $4.47K - $6.07K
200 $13K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
111
New
$61.86 - $71.34 $6.87K - $7.92K
111 $7K
PCVX
Vaxcyte, Inc.

Healthcare
100
+ 9.75%
$29.67 - $37.37 $2.97K - $3.74K
1.13K $40K
VC
Visteon Corp

Consumer Cyclical
15
+ 7.98%
$98.77 - $128.76 $1.48K - $1.93K
203 $24K
NU
Nu Holdings Ltd.

Financial Services
70
+ 2.79%
$11.92 - $16.3 $834 - $1.14K
2.58K $41K
TIGO
Millicom International Cellular Sa

Communication Services
155
New
$37.04 - $50.28 $5.74K - $7.79K
155 $7K
CBL
Cbl & Associates Properties Inc

Real Estate
212
+ 4240.0%
$25.55 - $32.5 $5.42K - $6.89K
217 $6K
CPT
Camden Property Trust

Real Estate
56
+ 59.57%
$104.05 - $115.69 $5.83K - $6.48K
150 $16K
CRUS
Cirrus Logic, Inc.

Technology
13
+ 6.25%
$97.25 - $127.45 $1.26K - $1.66K
221 $27K
DLX
Deluxe Corp

Communication Services
275
+ 157.14%
$15.59 - $20.08 $4.29K - $5.52K
450 $8K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
111
New
$52.31 - $56.47 $5.81K - $6.27K
111 $6K
FHN
First Horizon Corp

Financial Services
30
+ 0.83%
$21.16 - $23.23 $635 - $697
3.66K $82K
BEN
Franklin Resources Inc

Financial Services
271
+ 110.61%
$23.13 - $26.03 $6.27K - $7.05K
516 $11K
HWC
Hancock Whitney Corp

Financial Services
25
+ 2.47%
$57.63 - $64.31 $1.44K - $1.61K
1.04K $64K
KELYA
Kelly Services Inc

Industrials
363
+ 34.44%
$12.07 - $14.64 $4.38K - $5.31K
1.42K $18K
KMT
Kennametal Inc

Industrials
287
+ 28700.0%
$19.97 - $25.7 $5.73K - $7.38K
288 $6K
LEN
Lennar Corp

Consumer Cyclical
10
+ 3.48%
$107.73 - $142.4 $1.08K - $1.42K
297 $37K
MSBI
Midland States Bancorp, Inc.

Financial Services
394
+ 667.8%
$16.53 - $19.0 $6.51K - $7.49K
453 $7K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
31
+ 25.62%
$85.86 - $108.21 $2.66K - $3.35K
152 $16K
REVG
Rev Group, Inc.

Industrials
90
+ 76.27%
$46.09 - $63.91 $4.15K - $5.75K
208 $11K
RLI
Rli Corp

Financial Services
100
+ 142.86%
$64.17 - $71.7 $6.42K - $7.17K
170 $11K
RRX
Regal Rexnord Corp

Industrials
48
+ 12.8%
$137.95 - $159.91 $6.62K - $7.68K
423 $60K
TNDM
Tandem Diabetes Care Inc

Healthcare
591
+ 882.09%
$10.12 - $17.24 $5.98K - $10.2K
658 $7K
UNF
Unifirst Corp

Industrials
36
New
$165.27 - $190.41 $5.95K - $6.85K
36 $6K
VOYA
Voya Financial, Inc.

Financial Services
46
+ 7.21%
$67.31 - $77.62 $3.1K - $3.57K
684 $51K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
271
+ 27.02%
$20.88 - $26.57 $5.66K - $7.2K
1.27K $27K
AGI
Alamos Gold Inc

Basic Materials
100
+ 33.33%
$24.3 - $34.86 $2.43K - $3.49K
400 $13K
ALHC
Alignment Healthcare, Inc.

Healthcare
369
New
$11.64 - $17.53 $4.3K - $6.47K
369 $6K
ALKT
Alkami Technology, Inc.

Technology
452
+ 47.98%
$20.12 - $30.64 $9.09K - $13.8K
1.39K $34K
ALE
Allete Inc

Utilities
86
+ 64.18%
$62.45 - $66.45 $5.37K - $5.71K
220 $14K
AFG
American Financial Group Inc

Financial Services
26
+ 23.21%
$122.42 - $145.72 $3.18K - $3.79K
138 $20K
ATRO
Astronics Corp

Industrials
102
+ 92.73%
$30.01 - $45.61 $3.06K - $4.65K
212 $9K
AVT
Avnet Inc

Technology
123
+ 24.8%
$49.46 - $56.3 $6.08K - $6.92K
619 $32K
CFFN
Capitol Federal Financial, Inc.

Financial Services
977
+ 230.42%
$5.73 - $6.56 $5.6K - $6.41K
1.4K $8K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
274
New
$19.14 - $25.0 $5.24K - $6.85K
274 $6K
THRM
Gentherm Inc

Consumer Cyclical
105
+ 28.15%
$29.73 - $37.17 $3.12K - $3.9K
478 $16K
IOSP
Innospec Inc.

Basic Materials
87
+ 88.78%
$77.06 - $89.32 $6.7K - $7.77K
185 $14K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
253
New
$25.43 - $27.31 $6.43K - $6.91K
253 $6K
MHO
M/I Homes, Inc.

Consumer Cyclical
14
+ 11.38%
$111.91 - $157.22 $1.57K - $2.2K
137 $19K
MFC
Manulife Financial Corp

Financial Services
278
+ 10.8%
$29.9 - $32.34 $8.31K - $8.99K
2.85K $88K
REZI
Resideo Technologies, Inc.

Industrials
79
+ 54.86%
$23.08 - $43.18 $1.82K - $3.41K
223 $9K
KRE
Spdr S&P Regional Banking ETF

ETFs
7
+ 0.45%
$58.82 - $66.17 $412 - $463
1.57K $99K
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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