Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ARDX
Ardelyx, Inc.

Healthcare
177
+ 10.95%
$3.92 - $6.64 $694 - $1.18K
1.79K $9K
ARLO
Arlo Technologies, Inc.

Industrials
199
+ 1421.43%
$15.72 - $18.54 $3.13K - $3.69K
213 $3K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
14
+ 66.67%
$220.33 - $265.97 $3.08K - $3.72K
35 $8K
AUR
Aurora Innovation, Inc.

Technology
18
+ 0.11%
$5.05 - $6.56 $90.9 - $118
16.7K $90K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
197
New
$18.41 - $20.12 $3.63K - $3.96K
197 $3K
BLBD
Blue Bird Corp

Consumer Cyclical
35
+ 40.7%
$42.75 - $60.86 $1.5K - $2.13K
121 $6K
BLDR
Builders First Source, Inc.

Industrials
16
+ 7.37%
$116.91 - $149.21 $1.87K - $2.39K
233 $28K
CSR
Centerspace

Real Estate
59
New
$53.18 - $61.09 $3.14K - $3.6K
59 $3K
CXW
Core Civic, Inc.

Real Estate
157
New
$19.6 - $22.53 $3.08K - $3.54K
157 $3K
EVER
Ever Quote, Inc.

Communication Services
164
+ 16.29%
$22.61 - $25.87 $3.71K - $4.24K
1.17K $27K
IEX
Idex Corp

Industrials
24
+ 27.59%
$157.53 - $185.69 $3.78K - $4.46K
111 $18K
IVR
Invesco Mortgage Capital Inc.

Real Estate
475
New
$7.23 - $8.07 $3.43K - $3.83K
475 $3K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$20.38 - $21.7 $20.4 - $21.7
5.07K $106K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
2
+ 0.54%
$71.75 - $79.74 $144 - $159
374 $29K
IRMD
Iradimed Corp

Healthcare
49
New
$56.19 - $74.27 $2.75K - $3.64K
49 $3K
IBHE
Ishares Ibonds 2025 Term High

ETFs
148
New
$23.14 - $23.23 $3.42K - $3.44K
148 $3K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
167
New
$23.43 - $23.88 $3.91K - $3.99K
167 $3K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
153
New
$22.19 - $22.44 $3.4K - $3.43K
153 $3K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
164
New
$23.29 - $23.38 $3.82K - $3.83K
164 $3K
KRG
Kite Realty Group Trust

Real Estate
126
+ 63.64%
$20.94 - $23.26 $2.64K - $2.93K
324 $7K
LFST
Life Stance Health Group, Inc.

Healthcare
592
New
$3.79 - $5.63 $2.24K - $3.33K
592 $3K
MYRG
Myr Group Inc.

Industrials
7
+ 9.46%
$173.81 - $208.03 $1.22K - $1.46K
81 $16K
MKTX
Marketaxess Holdings Inc

Financial Services
109
+ 32.73%
$174.25 - $223.11 $19K - $24.3K
442 $77K
MXL
Maxlinear Inc

Technology
113
+ 24.15%
$14.2 - $17.31 $1.6K - $1.96K
581 $9K
NHI
National Health Investors Inc

Real Estate
39
New
$69.48 - $80.06 $2.71K - $3.12K
39 $3K
NNI
Nelnet Inc

Financial Services
25
New
$119.62 - $130.27 $2.99K - $3.26K
25 $3K
PBPB
Potbelly Corp

Consumer Cyclical
183
+ 610.0%
$11.48 - $17.05 $2.1K - $3.12K
213 $3K
SHC
Sotera Health CO

Healthcare
59
+ 12.14%
$11.01 - $16.5 $650 - $974
545 $8K
STGW
Stagwell Inc

Communication Services
32
+ 1.32%
$4.53 - $5.76 $145 - $184
2.45K $13K
VKTX
Viking Therapeutics, Inc.

Healthcare
118
New
$23.09 - $42.09 $2.72K - $4.97K
118 $3K
NVCR
Novo Cure LTD

Healthcare
287
New
$10.9 - $18.46 $3.13K - $5.3K
287 $3K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
714
+ 242.03%
$3.51 - $4.74 $2.51K - $3.38K
1.01K $4K
LPG
Dorian Lpg Ltd.

Energy
17
+ 3.15%
$24.6 - $32.7 $418 - $556
556 $16K
CSGS
Csg Systems International Inc

Technology
23
+ 85.19%
$60.77 - $67.01 $1.4K - $1.54K
50 $3K
CDXC
Chroma Dex Corp.

Healthcare
267
+ 55.28%
N/A
750 $4K
CUZ
Cousins Properties Inc

Real Estate
103
+ 18.73%
$26.53 - $29.82 $2.73K - $3.07K
653 $18K
DORM
Dorman Products, Inc.

Consumer Cyclical
15
New
$119.13 - $166.34 $1.79K - $2.5K
15 $2K
EGHT
8 X8 Inc

Technology
1.19K
+ 29775.0%
$1.75 - $2.31 $2.08K - $2.75K
1.2K $2K
PLUS
Eplus Inc

Technology
26
+ 260.0%
$62.28 - $76.08 $1.62K - $1.98K
36 $2K
FUL
Fuller H B CO

Basic Materials
34
+ 49.28%
$55.6 - $64.06 $1.89K - $2.18K
103 $6K
GTX
Garrett Motion Inc.

Consumer Cyclical
75
+ 86.21%
$10.72 - $13.99 $804 - $1.05K
162 $2K
GHC
Graham Holdings CO

Consumer Defensive
1
+ 33.33%
$882.65 - $1184.8 $883 - $1.18K
4 $4K
GTN
Gray Television Inc

Communication Services
34
+ 2.65%
$4.13 - $6.24 $140 - $212
1.32K $7K
GBX
Greenbrier Companies Inc

Industrials
59
New
$43.97 - $56.91 $2.59K - $3.36K
59 $2K
GEF
Greif, Inc

Consumer Cyclical
42
New
$58.87 - $69.85 $2.47K - $2.93K
42 $2K
HOLX
Hologic Inc

Healthcare
11
+ 1.85%
$63.26 - $68.98 $696 - $759
606 $40K
HPP
Hudson Pacific Properties, Inc.

Real Estate
809
New
$2.41 - $3.07 $1.95K - $2.48K
809 $2K
IBOC
International Bancshares Corp

Financial Services
18
+ 11.25%
$67.44 - $72.68 $1.21K - $1.31K
178 $12K
IYE
Ishares Tr

ETFs
6
+ 0.71%
$44.83 - $48.91 $269 - $293
851 $40K
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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