Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
111
New
$22.36 - $22.52 $2.48K - $2.5K
111 $2K
KRT
Karat Packaging Inc.

Consumer Cyclical
106
+ 25.79%
$23.95 - $29.28 $2.54K - $3.1K
517 $13K
KBH
Kb Home

Consumer Cyclical
23
+ 46.0%
$52.78 - $67.97 $1.21K - $1.56K
73 $4K
TREE
Lending Tree, Inc.

Financial Services
2
+ 2.41%
$37.34 - $76.51 $74.7 - $153
85 $5K
MFA
Mfa Financial, Inc.

Real Estate
294
+ 5880.0%
$9.09 - $10.4 $2.67K - $3.06K
299 $2K
MAX
Media Alpha, Inc.

Communication Services
125
+ 74.4%
$9.56 - $13.41 $1.2K - $1.68K
293 $3K
MD
Mednax, Inc.

Healthcare
72
+ 21.69%
$11.98 - $17.21 $863 - $1.24K
404 $6K
KIND
Nextdoor Holdings, Inc.

Communication Services
747
+ 48.1%
$1.58 - $2.31 $1.18K - $1.73K
2.3K $4K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
190
+ 171.17%
$6.18 - $9.0 $1.17K - $1.71K
301 $2K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
726
New
$2.59 - $3.75 $1.88K - $2.72K
726 $2K
SWKS
Skyworks Solutions, Inc.

Technology
7
+ 1.88%
$67.52 - $82.97 $473 - $581
380 $29K
SAH
Sonic Automotive Inc

Consumer Cyclical
28
New
$70.28 - $88.76 $1.97K - $2.49K
28 $2K
SPT
Sprout Social, Inc.

Technology
164
New
$12.92 - $21.2 $2.12K - $3.48K
164 $2K
SYNA
Synaptics Inc

Technology
12
+ 7.14%
$59.7 - $74.35 $716 - $892
180 $12K
TTI
Tetra Technologies Inc

Energy
356
New
$3.23 - $5.89 $1.15K - $2.1K
356 $2K
ODP
Odp Corp

Consumer Cyclical
82
New
$16.9 - $27.98 $1.39K - $2.29K
82 $2K
TVTX
Travere Therapeutics, Inc.

Healthcare
100
New
$14.61 - $27.31 $1.46K - $2.73K
100 $2K
UFPI
Ufp Industries Inc

Basic Materials
30
+ 49.18%
$91.8 - $108.49 $2.75K - $3.25K
91 $8K
VMEO
Vimeo, Inc.

Technology
313
New
$3.65 - $7.75 $1.14K - $2.43K
313 $2K
VIR
Vir Biotechnology, Inc.

Healthcare
339
+ 997.06%
$4.28 - $5.93 $1.45K - $2.01K
373 $2K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
17
+ 3.01%
$4.68 - $8.3 $79.6 - $141
581 $4K
DOLE
Dole PLC

Consumer Defensive
217
New
$13.15 - $14.95 $2.85K - $3.24K
217 $2K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
76
New
$32.8 - $39.43 $2.49K - $3K
76 $2K
JOBY
Joby Aviation, Inc.

Industrials
175
New
$9.81 - $20.39 $1.72K - $3.57K
175 $2K
RNR
Renaissancere Holdings LTD

Financial Services
5
+ 7.14%
$231.95 - $253.93 $1.16K - $1.27K
75 $19K
SFL
Sfl Corp Ltd.

Industrials
358
+ 52.96%
$7.53 - $9.48 $2.7K - $3.39K
1.03K $7K
SPNT
Sirius Point LTD

Financial Services
139
New
$17.48 - $20.07 $2.43K - $2.79K
139 $2K
VAL
Valaris LTD

Energy
38
+ 69.09%
$43.9 - $52.99 $1.67K - $2.01K
93 $4K
XP
Xp Inc.

Financial Services
122
+ 138.64%
$16.0 - $20.11 $1.95K - $2.45K
210 $3K
AZTA
Azenta, Inc.

Healthcare
35
New
$26.9 - $34.48 $942 - $1.21K
35 $1K
CENT
Central Garden & Pet CO

Consumer Defensive
46
New
$32.65 - $41.07 $1.5K - $1.89K
46 $1K
CDE
Coeur Mining, Inc.

Basic Materials
48
+ 117.07%
$8.68 - $18.76 $417 - $900
89 $1K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
3
+ 3.53%
$22.39 - $24.07 $67.2 - $72.2
88 $2K
EGBN
Eagle Bancorp Inc

Financial Services
83
New
$15.96 - $21.66 $1.32K - $1.8K
83 $1K
ESS
Essex Property Trust, Inc.

Real Estate
4
+ 2.17%
N/A
188 $51K
EZPW
Ezcorp Inc

Financial Services
68
New
$13.13 - $19.15 $893 - $1.3K
68 $1K
FCN
Fti Consulting, Inc

Industrials
1
+ 3.33%
$157.99 - $174.18 $158 - $174
31 $5K
FNKO
Funko, Inc.

Consumer Cyclical
377
+ 2692.86%
$2.46 - $4.86 $927 - $1.83K
391 $1K
GETY
Vector Holding, LLC

Communication Services
526
New
$1.66 - $2.14 $873 - $1.13K
526 $1K
LAND
Gladstone Land Corp

Real Estate
137
+ 249.09%
$8.65 - $10.8 $1.19K - $1.48K
192 $1K
GNL
Global Net Lease, Inc.

Real Estate
165
New
$6.85 - $8.33 $1.13K - $1.37K
165 $1K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
137
New
$10.53 - $12.27 $1.44K - $1.68K
137 $1K
GPI
Group 1 Automotive Inc

Consumer Cyclical
3
+ 3.8%
$406.1 - $488.25 $1.22K - $1.46K
82 $35K
GRPN
Groupon, Inc.

Communication Services
68
+ 1360.0%
$21.91 - $37.13 $1.49K - $2.52K
73 $1K
HAIN
Hain Celestial Group Inc

Consumer Defensive
660
+ 2750.0%
$1.44 - $2.15 $950 - $1.42K
684 $1K
HBI
Hanesbrands Inc.

Consumer Cyclical
195
New
$4.07 - $6.59 $794 - $1.29K
195 $1K
HTLD
Heartland Express Inc

Industrials
204
New
$7.53 - $9.47 $1.54K - $1.93K
204 $1K
HIW
Highwoods Properties, Inc.

Real Estate
47
New
$28.32 - $32.39 $1.33K - $1.52K
47 $1K
HDSN
Hudson Technologies Inc

Basic Materials
8
+ 1.42%
$8.02 - $10.44 $64.2 - $83.5
573 $5K
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