Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LYV
Live Nation Entertainment, Inc.

Communication Services
112
+ 0.09%
$143.56 - $174.06 $16.1K - $19.5K
125K $20.5M
CVS
Cvs Health Corp

Healthcare
18.5K
+ 103.32%
$58.75 - $76.5 $1.09M - $1.42M
36.5K $2.75M
ETN
Eaton Corp PLC

Industrials
2.02K
+ 4.73%
$342.99 - $392.76 $692K - $793K
44.7K $16.7M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
35.4K
New
$37.4 - $39.31 $1.32M - $1.39M
35.4K $1.39M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.8K
+ 11.64%
$42.67 - $46.91 $717K - $788K
161K $7.55M
IVE
Ishares S&P 500 Value ETF

ETFs
462
+ 0.41%
$194.44 - $206.51 $89.8K - $95.4K
113K $23.4M
XLK
Technology Sector Spdr

ETFs
2.38K
+ 10.75%
$250.97 - $282.66 $596K - $672K
24.5K $6.9M
BAC
Bank Of America Corp

Financial Services
11.7K
+ 8.51%
$44.92 - $52.42 $523K - $611K
149K $7.66M
IEMG
Ishares Inc

ETFs
21.6K
+ 12.71%
N/A
192K $10.3M
AVUV
American Centy ETF Tr Avantis

ETFs
9.11K
+ 34.2%
$90.37 - $102.12 $823K - $930K
35.7K $3.56M
NEE
Nextera Energy Inc

Utilities
7.28K
+ 7.92%
$69.77 - $77.54 $508K - $565K
99.3K $7.49M
BOND
Pimco Active Bond Exchange Tra

ETFs
10.4K
+ 9.44%
$90.83 - $93.81 $949K - $980K
121K $11.3M
MS
Morgan Stanley

Financial Services
2.63K
+ 7.08%
$139.09 - $161.16 $365K - $423K
39.7K $6.31M
STWD
Starwood Property Trust, Inc.

Real Estate
53.1K
+ 5393.29%
$19.37 - $20.97 $1.03M - $1.11M
54.1K $1.05M
NEM
Newmont Corp

Basic Materials
3.32K
+ 11.93%
$57.35 - $85.25 $190K - $283K
31.1K $2.62M
AMAT
Applied Materials Inc

Technology
206
+ 0.47%
$156.25 - $204.95 $32.2K - $42.2K
43.8K $8.98M
RXI
Ishares Tr

ETFs
4.6K
+ 366.61%
$186.06 - $207.93 $856K - $957K
5.86K $1.21M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
17.1K
+ 47.47%
$52.39 - $53.11 $895K - $908K
53.1K $2.82M
PX
P10, Inc.

Financial Services
70K
+ 40.72%
$10.49 - $12.82 $734K - $897K
242K $2.63M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
16.9K
+ 3.34%
$50.53 - $50.82 $852K - $857K
522K $26.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24.7K
+ 10.27%
$21.69 - $23.34 $535K - $576K
265K $6.17M
META
Meta Platforms, Inc.

Communication Services
1.3K
+ 4.61%
$695.21 - $791.73 $906K - $1.03M
29.6K $21.7M
IGV
Ishares Expanded Tech Software

ETFs
6.72K
+ 53.28%
$105.96 - $117.79 $712K - $791K
19.3K $2.22M
MDT
Medtronic PLC

Healthcare
5.46K
+ 14.12%
$87.67 - $95.74 $479K - $523K
44.1K $4.2M
PANW
Palo Alto Networks Inc

Technology
4.65K
+ 4.04%
$167.06 - $208.19 $776K - $968K
120K $24.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.9K
+ 7.62%
$26.38 - $27.95 $579K - $613K
310K $8.46M
GLDM
World Gold Trust

ETFs
9.44K
+ 102.71%
$64.73 - $76.45 $611K - $722K
18.6K $1.42M
VXF
Vanguard Extended Market ETF

ETFs
282
+ 0.63%
$193.58 - $213.07 $54.6K - $60.1K
45.1K $9.44M
MPC
Marathon Petroleum Corp

Energy
2.62K
+ 24.73%
$158.59 - $198.69 $415K - $520K
13.2K $2.55M
CMI
Cummins Inc

Industrials
366
+ 5.53%
$327.85 - $426.39 $120K - $156K
6.99K $2.95M
AMD
Advanced Micro Devices Inc

Technology
3.09K
+ 22.13%
$134.8 - $184.42 $416K - $570K
17K $2.76M
DHR
Danaher Corp

Healthcare
3.59K
+ 3.97%
$181.46 - $212.2 $651K - $762K
93.9K $18.6M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
21.3K
+ 2.39%
$25.37 - $25.79 $541K - $550K
913K $23.4M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
8.24K
+ 15.69%
$60.01 - $65.01 $494K - $535K
60.7K $3.95M
IBMP
Ishares Tr Ibonds December 202

ETFs
24.8K
+ 2.76%
$25.3 - $25.56 $627K - $633K
923K $23.5M
WBD
Warner Bros. Discovery, Inc.

Communication Services
506
+ 0.56%
$10.78 - $19.82 $5.45K - $10K
91.4K $1.79M
WFC
Wells Fargo & Company

Financial Services
4.57K
+ 4.7%
$77.05 - $85.16 $352K - $389K
102K $8.53M
AXP
American Express CO

Financial Services
352
+ 0.75%
$294.27 - $342.31 $104K - $120K
47.4K $15.8M
AKAM
Akamai Technologies Inc

Technology
7.83K
+ 6.62%
N/A
126K $11.5M
QCOM
Qualcomm Inc

Technology
2.23K
+ 4.95%
$145.84 - $173.55 $325K - $386K
47.2K $7.85M
DAL
Delta Air Lines, Inc.

Industrials
147
+ 0.17%
$49.0 - $61.97 $7.2K - $9.11K
88.8K $5.04M
FISV
Fiserv Inc

Technology
5.31K
+ 5.05%
N/A
110K $13.8M
TXN
Texas Instruments Inc

Technology
3.36K
+ 3.45%
N/A
101K $19.6M
KLAC
Kla Corp

Technology
341
+ 21.99%
$843.9 - $1078.6 $288K - $368K
1.89K $2.04M
EPD
Enterprise Products Partners L.P.

Energy
20K
+ 27.58%
$30.74 - $32.14 $614K - $642K
92.3K $2.89M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.17K
+ 4.38%
$185.88 - $207.44 $218K - $243K
27.9K $5.61M
TMO
Thermo Fisher Scientific Inc.

Healthcare
88
+ 1.21%
$404.94 - $499.99 $35.6K - $44K
7.35K $3.56M
DKNG
Draft Kings Inc.

Consumer Cyclical
16.9K
+ 276.67%
$37.4 - $48.23 $633K - $817K
23.1K $862K
GD
General Dynamics Corp

Industrials
548
+ 6.71%
$293.92 - $341.0 $161K - $187K
8.72K $2.97M
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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