Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
1
New
$1.02 - $1.58 $1.02 - $1.58
1 $0
CWEN
Clearway Energy, Inc.

Utilities
29
New
$27.89 - $32.98 $809 - $956
29 $0
CLOV
Clover Health Investments, Corp.

Healthcare
1
New
$2.18 - $3.41 $2.18 - $3.41
1 $0
COGT
Cogent Biosciences, Inc.

Healthcare
3
New
$7.17 - $14.36 $21.5 - $43.1
3 $0
Cohen & Steers Infrastructur
194
New
N/A
194 $0
Cohen & Steers ETF Trust
20.9K
New
N/A
20.9K $0
COLL
Collegium Pharmaceutical, Inc

Healthcare
1
New
$29.75 - $39.59 $29.8 - $39.6
1 $0
CMP
Compass Minerals International Inc

Basic Materials
1
New
$17.93 - $22.44 $17.9 - $22.4
1 $0
CMPX
Compass Therapeutics, Inc.

Healthcare
4
New
$2.52 - $3.82 $10.1 - $15.3
4 $0
Concentra Group Holdings Par
13
New
N/A
13 $0
CRMD
Cor Medix Inc.

Healthcare
2
New
$10.07 - $14.83 $20.1 - $29.7
2 $0
CURI
Curiosity Stream Inc.

Communication Services
5
New
$4.03 - $5.41 $20.2 - $27.1
5 $0
Dave Inc
1
+ 1.02%
N/A
99 $0
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
36
+ 1200.0%
$5.8 - $7.59 $209 - $273
39 $0
DH
Definitive Healthcare Corp.

Healthcare
20
+ 9.66%
$3.52 - $4.3 $70.4 - $86
227 $0
APPS
Digital Turbine, Inc.

Technology
103
+ 51.24%
$3.86 - $6.4 $398 - $659
304 $1K
SOXL
Direxion Daily Semiconductor B

ETFs
0
New
$23.99 - $34.84 $0 - $0
0 $0
DHC
Diversified Healthcare Trust

Real Estate
129
New
$3.27 - $4.6 $422 - $593
129 $0
DEI
Douglas Emmett Inc

Real Estate
14
New
$14.06 - $16.91 $197 - $237
14 $0
Draganfly Inc.
500
New
N/A
500 $0
DX
Dynex Capital Inc

Real Estate
1
+ 0.12%
$11.85 - $12.93 $11.9 - $12.9
821 $10K
DYN
Dyne Therapeutics, Inc.

Healthcare
37
New
$8.18 - $14.22 $303 - $526
37 $0
QTUM
ETF Ser Solutions Defiance Qua
271
New
N/A
271 $0
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
9
New
$15.62 - $17.77 $141 - $160
9 $0
EFSI
Eagle Financial Services Inc

Financial Services
2
New
$31.28 - $39.7 $62.6 - $79.4
2 $0
Easterly Govt Pptys Inc
125
New
N/A
125 $0
EPC
Edgewell Personal Care CO

Consumer Defensive
21
New
$19.42 - $27.1 $408 - $569
21 $0
EWTX
Edgewise Therapeutics, Inc.

Healthcare
4
New
$12.61 - $16.59 $50.4 - $66.4
4 $0
EFC
Ellington Financial Inc.

Real Estate
10
New
$12.66 - $14.02 $127 - $140
10 $0
ENTA
Enanta Pharmaceuticals Inc

Healthcare
47
+ 522.22%
$6.49 - $15.16 $305 - $713
56 $0
Enliven Therapeutics Inc
5
New
N/A
5 $0
TRDA
Entrada Therapeutics, Inc.

Healthcare
102
+ 784.62%
$5.02 - $7.57 $512 - $772
115 $0
EQBK
Equity Bancshares Inc

Financial Services
2
New
N/A
2 $0
ERAS
Erasca, Inc.

Healthcare
2
New
$1.36 - $2.18 $2.72 - $4.36
2 $0
EWCZ
European Wax Center, Inc.

Consumer Defensive
204
+ 1360.0%
$3.72 - $5.8 $759 - $1.18K
219 $0
EVEX
Eve Holding, Inc.

Industrials
11
New
$3.66 - $7.51 $40.3 - $82.6
11 $0
EPM
Evolution Petroleum Corp

Energy
1
New
$4.65 - $5.47 $4.65 - $5.47
1 $0
F&G Annuities & Life Inc
68
New
N/A
68 $0
EXFY
Expensify, Inc.

Technology
200
New
$1.7 - $2.61 $340 - $522
200 $0
EXTR
Extreme Networks Inc

Technology
38
New
$16.78 - $22.85 $638 - $868
38 $0
FRPH
Frp Holdings, Inc.

Real Estate
2
New
$24.3 - $27.49 $48.6 - $55
2 $0
FSLY
Fastly, Inc.

Technology
98
New
$6.36 - $8.95 $623 - $877
98 $0
Ferguson Enterprises Inc
31
+ 8.88%
N/A
380 $0
Fidelity Covington Trust
1
New
N/A
1 $0
FDBC
Fidelity D & D Bancorp Inc

Financial Services
3
+ 75.0%
$39.75 - $49.08 $119 - $147
7 $0
Firefly Aerospace Inc
55
New
N/A
55 $0
FCBC
First Community Bankshares Inc

Financial Services
7
New
$34.52 - $41.79 $242 - $293
7 $0
First Svgs Finl Group Inc
6
New
N/A
6 $0
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1
+ 2.86%
$49.05 - $49.99 $49.1 - $50
36 $1K
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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