Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Siriusxm Holdings Inc
677
+ 1.65%
N/A
41.8K $0
SKYW
Skywest Inc

Industrials
2
+ 5.88%
$100.62 - $123.72 $201 - $247
36 $3K
Smithfield Foods Inc
22
+ 2200.0%
N/A
23 $0
SFST
Southern First Bancshares Inc

Financial Services
1
+ 8.33%
$38.64 - $45.54 $38.6 - $45.5
13 $0
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
3
New
$38.16 - $41.91 $114 - $126
3 $0
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
44
+ 11.61%
$10.3 - $13.65 $453 - $601
423 $4K
SYNL
Synalloy Corp
11
New
N/A
11 $0
TSBK
Timberland Bancorp Inc

Financial Services
7
+ 87.5%
$30.97 - $36.62 $217 - $256
15 $0
TMP
Tompkins Financial Corp

Financial Services
2
New
$62.34 - $71.09 $125 - $142
2 $0
TR
Tootsie Roll Industries Inc

Consumer Defensive
22
New
$34.05 - $41.92 $749 - $922
22 $0
Triller Group Inc
1
New
N/A
1 $0
Tuhura Biosciences Inc
131
New
N/A
131 $0
UIHC
United Insurance Holdings Corp.

Financial Services
14
New
N/A
14 $0
USM
United States Cellular Corp

Communication Services
2
New
$51.29 - $77.01 $103 - $154
2 $0
Uniti Group LLC
2K
New
N/A
2K $0
UVSP
Univest Financial Corp

Financial Services
3
New
$28.12 - $32.7 $84.4 - $98.1
3 $0
UTMD
Utah Medical Products Inc

Healthcare
3
New
$54.95 - $63.44 $165 - $190
3 $0
UTZ
Utz Brands, Inc.

Consumer Defensive
68
New
$11.85 - $14.49 $806 - $985
68 $0
Vanguard Wellington Fd
4.9K
+ 39.48%
N/A
17.3K $0
VNQI
Vanguard Global Ex U.S. Real

ETFs
2
New
$45.22 - $48.34 $90.4 - $96.7
2 $0
Vanguard Mun Bd Fds
1.01K
+ 10.58%
N/A
10.6K $0
Verde Clean Fuels Inc
2
New
N/A
2 $0
VIAV
Viavi Solutions Inc.

Technology
54
+ 1800.0%
$9.76 - $12.69 $527 - $685
57 $0
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
24
New
$17.7 - $27.7 $425 - $665
24 $0
Waystar Hldg Corp
2
New
N/A
2 $0
Worthington Stl Inc
15
New
N/A
15 $0
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
1
+ 0.28%
$12.48 - $14.83 $12.5 - $14.8
359 $4K
YELP
Yelp Inc

Communication Services
4
New
$30.48 - $35.26 $122 - $141
4 $0
AGCO
Agco Corp

Industrials
3
+ 4.29%
$106.41 - $117.97 $319 - $354
73 $7K
AFCG
Afc Gamma, Inc.

Real Estate
1
New
$3.61 - $5.03 $3.61 - $5.03
1 $0
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
3
New
$6.97 - $7.85 $20.9 - $23.5
3 $0
POWW
Ammo, Inc.

Industrials
2
New
$1.09 - $1.6 $2.18 - $3.2
2 $0
Angi Inc
331
+ 466.2%
N/A
402 $0
ATNI
Atn International, Inc.

Communication Services
17
+ 425.0%
$14.97 - $18.73 $254 - $318
21 $0
ASTS
Ast Space Mobile, Inc.

Communication Services
5
+ 35.71%
$36.91 - $60.06 $185 - $300
19 $0
Abacus Global Mgmt Inc
32
New
N/A
32 $0
ACRS
Aclaris Therapeutics, Inc.

Healthcare
1
New
$1.41 - $2.13 $1.41 - $2.13
1 $0
ADTN
Adtran Inc

Technology
29
+ 2900.0%
$8.09 - $10.61 $235 - $308
30 $0
Acuren Corp
3.23K
New
N/A
3.23K $0
Advisors Ser Tr
583
New
N/A
583 $0
ADV
Advantage Solutions Inc.

Communication Services
157
New
$1.3 - $1.96 $204 - $308
157 $0
ASLE
Aer Sale Corp

Industrials
16
+ 42.11%
$5.69 - $9.0 $91 - $144
54 $0
Alerus Finl Corp
160
+ 275.86%
N/A
218 $0
ALEX
Alexander & Baldwin, Inc.

Real Estate
6
New
$17.48 - $19.44 $105 - $117
6 $0
ALGT
Allegiant Travel CO

Industrials
6
New
$48.12 - $65.84 $289 - $395
6 $0
Ea Series Trust
523
New
N/A
523 $0
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
2
New
$104.99 - $166.52 $210 - $333
2 $0
PINE
Alpine Income Property Trust, Inc.

Real Estate
1
New
$13.96 - $15.47 $14 - $15.5
1 $0
Alzamend Neuro Inc
10K
New
N/A
10K $0
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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