Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
2.65K
New
N/A
2.65K $0
First Tr Exchng Traded Fd Vi
39.3K
New
N/A
39.3K $0
FSUN
Firstsun Cap Bancorp Com
115
New
N/A
115 $0
LAB
Standard Biotools Inc.

Healthcare
2
+ 0.94%
$1.2 - $1.47 $2.4 - $2.94
215 $0
Forge Global Holdings Inc
25
+ 2500.0%
N/A
26 $0
FSP
Franklin Street Properties Corp

Real Estate
55
New
$1.56 - $1.78 $85.8 - $97.9
55 $0
FF
Future Fuel Corp.

Basic Materials
3
New
$3.61 - $4.28 $10.8 - $12.8
3 $0
FVCB
Fvc Bankcorp, Inc.

Financial Services
11
New
$11.93 - $13.87 $131 - $153
11 $0
GEO
Geo Group Inc

Real Estate
37
New
$20.25 - $26.46 $749 - $979
37 $0
Gci Liberty Inc
18
New
N/A
18 $0
Ge Vernova Inc
20
+ 0.21%
N/A
9.59K $0
GCMG
Gcm Grosvenor Inc.

Financial Services
4
New
$11.5 - $13.12 $46 - $52.5
4 $0
Gsk PLC
170
+ 1.04%
N/A
16.5K $0
Gohealth Inc
51
New
N/A
51 $0
CONL
Graniteshares ETF Tr
274
New
N/A
274 $0
Graniteshares ETF Tr
1
New
N/A
1 $0
Guardian Pharmacy Svcs Inc
814
+ 1115.07%
N/A
887 $0
Healthcare Rlty Tr
414
New
N/A
414 $0
HTZ
Hertz Global Holdings, Inc

Industrials
10
New
$5.11 - $7.97 $51.1 - $79.7
10 $0
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
5
+ 14.71%
$41.81 - $51.72 $209 - $259
39 $1K
CRGY
Crescent Energy CO

Energy
82
New
$8.22 - $9.94 $674 - $815
82 $0
INFA
Informatica Inc.

Technology
7
+ 9.59%
$24.21 - $24.95 $169 - $175
80 $1K
III
Information Services Group Inc.

Technology
3
+ 2.4%
$4.2 - $5.97 $12.6 - $17.9
128 $0
IIPR
Innovative Industrial Properties Inc

Real Estate
5
+ 5.0%
$45.83 - $58.26 $229 - $291
105 $5K
INNV
Innov Age Holding Corp.

Healthcare
26
New
$3.13 - $5.18 $81.4 - $135
26 $0
Innovator Etfs Trust
48.5K
New
N/A
48.5K $0
IMXI
International Money Express, Inc.

Technology
42
New
$8.71 - $14.9 $366 - $626
42 $0
IPI
Intrepid Potash, Inc.

Basic Materials
1
New
$27.58 - $36.76 $27.6 - $36.8
1 $0
ISTR
Investar Holding Corp

Financial Services
2
New
$19.6 - $23.61 $39.2 - $47.2
2 $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
5.81K
+ 1076.48%
N/A
6.35K $0
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3
New
$32.02 - $36.34 $96.1 - $109
3 $0
Invesco Exch Trd Slf Idx Fd
950K
New
N/A
950K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
1.32K
+ 0.48%
N/A
278K $0
IQLT
Ishares Msci Intl Quality Fact

ETFs
0
New
$41.43 - $44.2 $0 - $0
0 $0
Ishares Tr
154
New
N/A
154 $0
Ishares Tr
119
New
N/A
119 $0
Ishares Tr
124
New
N/A
124 $0
Ishares Tr
19.7K
+ 2.23%
N/A
902K $0
Ishares Bitcoin Trust ETF
8.7K
+ 24.91%
N/A
43.6K $0
Ishares Tr
434K
New
N/A
434K $0
Ishares Ethereum Tr
8.94K
+ 721.05%
N/A
10.2K $0
Ispire Technology Inc
30
+ 125.0%
N/A
54 $0
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1
+ 2.86%
$64.75 - $69.05 $64.8 - $69.1
36 $2K
DC
Dakota Gold Corp.

Basic Materials
71
New
$3.6 - $4.94 $256 - $351
71 $0
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
30
+ 142.86%
$8.77 - $9.87 $263 - $296
51 $0
Kenvue Inc
1.64K
+ 3.17%
N/A
53.3K $0
KRC
Kilroy Realty Corp

Real Estate
2
+ 3.08%
$34.55 - $44.44 $69.1 - $88.9
67 $2K
Kodiak Gas Svcs Inc
6
New
N/A
6 $0
KRO
Kronos Worldwide Inc

Basic Materials
160
New
$4.86 - $6.66 $778 - $1.07K
160 $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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