Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMTB
Amerant Bancorp Inc.

Financial Services
14
+ 19.72%
$18.56 - $21.65 $260 - $303
85 $1K
UHALB
Amerco Com Ser N
25
New
N/A
25 $0
AMH
American Homes 4 Rent

Real Estate
56
+ 12.33%
$32.47 - $36.74 $1.82K - $2.06K
510 $16K
AWR
American States Water CO

Utilities
24
+ 3.83%
$71.48 - $77.99 $1.72K - $1.87K
650 $47K
COLD
Americold Realty Trust

Real Estate
25
New
$12.14 - $16.98 $304 - $425
25 $0
ATLO
Ames National Corp

Financial Services
9
+ 50.0%
$17.9 - $20.71 $161 - $186
27 $0
FOLD
Amicus Therapeutics, Inc.

Healthcare
1
New
$5.84 - $8.57 $5.84 - $8.57
1 $0
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3
+ 1.36%
$42.39 - $44.63 $127 - $134
223 $9K
ANDE
Andersons, Inc.

Consumer Defensive
5
New
$34.63 - $41.49 $173 - $207
5 $0
CARY
Angel Oak Fds Tr Income Etf(De
454
New
N/A
454 $0
AIV
Apartment Investment & Management CO

Real Estate
123
New
$7.42 - $8.81 $913 - $1.08K
123 $0
APLE
Apple Hospitality Reit, Inc.

Real Estate
35
+ 350.0%
$11.53 - $13.17 $404 - $461
45 $0
Ardent Health Inc
142
New
N/A
142 $0
Arista Networks Inc
652
+ 1.53%
N/A
43.3K $0
ARVN
Arvinas, Inc.

Healthcare
31
+ 206.67%
$6.24 - $8.53 $193 - $264
46 $0
ASPN
Aspen Aerogels Inc

Industrials
8
+ 66.67%
$6.0 - $8.26 $48 - $66.1
20 $0
Astera Labs Inc
76
+ 13.57%
N/A
636 $0
Atlantic Intl Corp
7
New
N/A
7 $0
Atlassian Corporation
83
+ 20.49%
N/A
488 $0
CAR
Avis Budget Group, Inc.

Industrials
1
+ 4.76%
$147.94 - $207.55 $148 - $208
22 $3K
RCEL
Avita Medical, Inc.

Healthcare
66
New
$4.17 - $6.76 $275 - $446
66 $0
BCBP
Bcb Bancorp Inc

Financial Services
34
New
$8.1 - $9.25 $275 - $315
34 $0
Bakkt Holdings Inc
291
New
N/A
291 $0
Ballys Corporation
12
New
N/A
12 $0
BAND
Bandwidth Inc.

Technology
12
+ 38.71%
$13.1 - $18.29 $157 - $219
43 $0
BMRC
Bank Of Marin Bancorp

Financial Services
6
+ 600.0%
$21.87 - $25.83 $131 - $155
7 $0
BH
Biglari Holdings Inc.

Consumer Cyclical
1
New
$275.24 - $327.21 $275 - $327
1 $0
BVS
Bioventus Inc.

Healthcare
57
+ 2850.0%
$6.14 - $7.64 $350 - $435
59 $0
Bitmine Immersion Tecnologie
220
New
N/A
220 $0
Blackrock ETF Trust Ii
3.04K
New
N/A
3.04K $0
Blackrock ETF Trust Ii
3.17K
New
N/A
3.17K $0
BLDE
Blade Air Mobility, Inc.

Industrials
4
New
$3.77 - $5.87 $15.1 - $23.5
4 $0
Blackrock Inc
314
+ 7.96%
N/A
4.26K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
90
New
N/A
90 $0
Bowhead Specialty Hldgs Inc
13
New
N/A
13 $0
BSIG
Bright Sphere Investment Group Inc.

Financial Services
39
New
N/A
39 $0
BRX
Brixmor Property Group Inc.

Real Estate
15
+ 3.02%
N/A
511 $11K
Brookfield Corp
7
+ 0.13%
N/A
5.38K $0
BMBL
Bumble Inc.

Technology
82
+ 10.26%
$6.07 - $8.57 $498 - $703
881 $5K
BHRB
Burke Herbert Finl Svcs Corp C
24
+ 72.73%
N/A
57 $0
Cf Bankshares Inc
8
New
N/A
8 $0
CWH
Camping World Holdings, Inc.

Consumer Cyclical
36
+ 3600.0%
$13.84 - $19.11 $498 - $688
37 $0
Canadian Pacific Kansas City
1
+ 0.01%
N/A
13.4K $0
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
49
New
$17.81 - $21.91 $873 - $1.07K
49 $0
CSTL
Castle Biosciences Inc

Healthcare
12
New
$14.65 - $24.65 $176 - $296
12 $0
LEU
Centrus Energy Corp

Energy
2
New
$166.58 - $315.62 $333 - $631
2 $0
Chargepoint Holdings Inc
25
New
N/A
25 $0
Chimera Invt Corp
272
New
N/A
272 $0
CLAR
Clarus Corp

Consumer Cyclical
2
New
$3.13 - $4.0 $6.26 - $8
2 $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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