Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
1.84K
+ 51.21%
$269.2 - $297.91 $495K - $547K
5.42K $1.62M
ADI
Analog Devices Inc

Technology
1.89K
+ 12.36%
$220.68 - $255.63 $417K - $483K
17.2K $4.22M
FNDF
Schwab Fundamental Intl Large

ETFs
13.5K
New
$39.84 - $43.15 $537K - $582K
13.5K $579K
ITM
Vaneck Intermediate Muni ETF

ETFs
10.4K
+ 13.05%
$45.2 - $46.71 $469K - $485K
89.9K $4.19M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
5.6K
+ 21.97%
$68.95 - $75.02 $386K - $420K
31.1K $2.33M
PCG
Pg&E Corp

Utilities
35.6K
+ 417.18%
$13.0 - $15.73 $463K - $560K
44.2K $666K
NEU
Newmarket Corp

Basic Materials
106
+ 3.19%
$680.5 - $848.94 $72.1K - $90K
3.43K $2.84M
UDR
Udr, Inc.

Real Estate
14.4K
+ 1158.53%
$36.71 - $41.37 $528K - $595K
15.6K $582K
IAU
Ishares Gold Trust

ETFs
2.69K
+ 8.96%
$61.62 - $72.77 $166K - $196K
32.8K $2.38M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
22.8K
+ 16.16%
$20.77 - $21.32 $474K - $486K
164K $3.48M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
4.45K
+ 428.71%
$108.84 - $112.69 $484K - $501K
5.49K $610K
BBY
Best Buy CO Inc

Consumer Cyclical
4.59K
+ 29.09%
$64.12 - $78.46 $294K - $360K
20.4K $1.54M
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
233
+ 0.2%
$43.02 - $47.67 $10K - $11.1K
119K $5.68M
DHI
Horton D R Inc

Consumer Cyclical
1.69K
+ 35.63%
$129.82 - $184.04 $219K - $311K
6.43K $1.09M
ASML
Asml Holding Nv

Technology
328
+ 35.38%
$689.63 - $968.09 $226K - $318K
1.26K $1.21M
GM
General Motors CO

Consumer Cyclical
3.23K
+ 14.2%
$48.89 - $61.24 $158K - $197K
25.9K $1.58M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
19.4K
+ 24.18%
$22.64 - $23.22 $439K - $450K
99.6K $2.3M
FDX
Fedex Corp

Industrials
1.69K
+ 26.15%
$217.1 - $243.2 $368K - $412K
8.17K $1.93M
PWR
Quanta Services, Inc.

Industrials
7
+ 0.06%
$372.29 - $421.68 $2.61K - $2.95K
12.4K $5.13M
FIX
Comfort Systems Usa Inc

Industrials
177
+ 17.0%
$521.66 - $825.18 $92.3K - $146K
1.22K $1.01M
EXPE
Expedia Group, Inc.

Consumer Cyclical
968
+ 18.91%
$171.01 - $228.24 $166K - $221K
6.09K $1.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.61K
+ 396.92%
$118.3 - $142.16 $427K - $513K
4.52K $548K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.99K
+ 28.83%
$100.63 - $112.27 $301K - $335K
13.3K $1.47M
CLF
Cleveland Cliffs Inc.

Basic Materials
1.24K
+ 1.41%
$8.12 - $12.84 $10.1K - $15.9K
89.6K $1.09M
AZO
Autozone Inc

Consumer Cyclical
86
+ 92.47%
$3649.42 - $4354.54 $314K - $374K
179 $767K
FTI
Technip Fmc PLC

Energy
10.1K
+ 235.58%
$32.19 - $40.89 $326K - $414K
14.4K $568K
URI
United Rentals, Inc.

Industrials
30
+ 1.55%
$774.14 - $975.23 $23.2K - $29.3K
1.97K $1.88M
RKT
Rocket Companies, Inc.

Financial Services
24
+ 0.03%
$13.31 - $21.16 $319 - $508
80.1K $1.55M
WELL
Welltower Inc.

Real Estate
1.75K
+ 40.67%
$150.71 - $178.14 $264K - $312K
6.07K $1.08M
HOOD
Robinhood Markets, Inc.

Technology
797
+ 13.08%
$91.27 - $143.18 $72.7K - $114K
6.89K $986K
SIVR
Abrdn Silver ETF Trust

ETFs
3.35K
+ 12.74%
$34.34 - $44.62 $115K - $149K
29.6K $1.32M
MOH
Molina Healthcare, Inc.

Healthcare
2.32K
+ 790.78%
$152.31 - $306.29 $353K - $710K
2.61K $499K
VRT
Vertiv Holdings CO

Industrials
4.72K
+ 155.08%
N/A
7.76K $672K
TPR
Tapestry, Inc.

Consumer Cyclical
3.08K
+ 134.62%
$86.48 - $116.14 $266K - $358K
5.37K $607K
LHX
L3 Harris Technologies, Inc.

Industrials
604
+ 15.46%
$252.18 - $305.41 $152K - $184K
4.51K $1.38M
GPC
Genuine Parts CO

Consumer Cyclical
2.62K
+ 142.27%
$122.23 - $142.77 $320K - $374K
4.47K $618K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.28K
+ 8085.56%
$52.55 - $54.37 $382K - $396K
7.37K $398K
CNC
Centene Corp

Healthcare
11.7K
+ 682.87%
$25.21 - $56.65 $294K - $662K
13.4K $477K
RBLX
Roblox Corp

Communication Services
666
+ 7.75%
$100.65 - $141.56 $67K - $94.3K
9.27K $1.28M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
126
+ 1.28%
$284.45 - $324.95 $35.8K - $40.9K
9.95K $3.18M
CHWY
Chewy, Inc.

Consumer Cyclical
9.39K
+ 595.18%
$34.27 - $42.33 $322K - $398K
11K $443K
EIX
Edison International

Utilities
6.57K
+ 390.95%
$50.42 - $56.35 $331K - $370K
8.25K $455K
JCI
Johnson Controls International PLC

Industrials
3.24K
+ 112.27%
$103.24 - $111.73 $334K - $362K
6.12K $673K
ADBE
Adobe Inc.

Technology
4.5K
+ 12.58%
$333.65 - $392.1 $1.5M - $1.76M
40.2K $14.2M
TFC
Truist Financial Corp

Financial Services
2.28K
+ 2.37%
$42.83 - $47.07 $97.5K - $107K
98.3K $4.5M
VBR
Vanguard Small Cap Value ETF

ETFs
413
+ 2.07%
$195.41 - $212.37 $80.7K - $87.7K
20.4K $4.25M
GRMN
Garmin LTD

Technology
294
+ 3.88%
$211.13 - $246.22 $62.1K - $72.4K
7.88K $1.94M
LNG
Cheniere Energy, Inc.

Energy
1.56K
+ 109.0%
$222.68 - $244.28 $348K - $382K
3K $704K
DUK
Duke Energy Corp

Utilities
426
+ 0.82%
$116.31 - $125.93 $49.5K - $53.6K
52.1K $6.45M
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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