Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PNTG
Pennant Group, Inc.

Healthcare
7
New
$22.07 - $27.54 $154 - $193
7 $0
PMT
Penny Mac Mortgage Investment Trust

Real Estate
30
+ 3.14%
$11.79 - $13.23 $354 - $397
985 $12K
PR
Permian Resources Corporation

Energy
49
+ 5.51%
$12.8 - $14.51 $627 - $711
938 $12K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
9
+ 1.46%
$11.84 - $13.45 $107 - $121
624 $7K
Pimco ETF Tr
7.84K
+ 3.34%
N/A
243K $0
Pimco ETF Tr
435
New
N/A
435 $0
MYPS
Playstudios, Inc.

Communication Services
10
New
$0.92 - $1.37 $9.2 - $13.7
10 $0
PTWO
Pono Cap Two Inc Com Cl A
119
New
N/A
119 $0
PSTL
Postal Realty Trust, Inc.

Real Estate
1
New
$13.7 - $16.35 $13.7 - $16.4
1 $0
PWFL
Power Fleet, Inc.

Technology
59
New
N/A
59 $0
PNRG
Primeenergy Resources Corp

Energy
1
New
$144.5 - $183.68 $145 - $184
1 $0
Princeton Bancorp Inc
2
New
N/A
2 $0
Pro Dex Inc Colo
5
New
N/A
5 $0
PRA
Proassurance Corp

Financial Services
19
New
$22.83 - $24.04 $434 - $457
19 $0
Priority Technology Hldgs In
297
+ 2284.62%
N/A
310 $0
PRVA
Privia Health Group, Inc.

Healthcare
19
New
$18.86 - $24.9 $358 - $473
19 $0
PFHC
Pro Frac Holding Corp.

Energy
774
New
N/A
774 $0
PRG
Prog Holdings, Inc.

Industrials
18
New
$28.2 - $36.35 $508 - $654
18 $0
PGNY
Progyny, Inc.

Healthcare
28
+ 4.95%
$21.24 - $24.27 $595 - $680
594 $12K
PUMP
Pro Petro Holding Corp.

Energy
88
New
$4.52 - $6.64 $398 - $584
88 $0
QTRX
Quanterix Corp

Healthcare
132
New
$4.29 - $6.98 $566 - $921
132 $0
QS
Quantum Scape Corp

Consumer Cyclical
2
New
$6.36 - $14.64 $12.7 - $29.3
2 $0
QNST
Quinstreet, Inc

Communication Services
7
+ 3.47%
$14.51 - $17.12 $102 - $120
209 $3K
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
7
+ 63.64%
$25.8 - $41.03 $181 - $287
18 $0
RNGR
Ranger Energy Services, Inc.

Energy
47
+ 783.33%
$11.28 - $14.72 $530 - $692
53 $0
Rapport Therapeutics Inc
33
New
N/A
33 $0
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
51
New
$3.63 - $7.13 $185 - $364
51 $0
RC
Ready Capital Corp

Real Estate
233
New
$3.71 - $4.66 $864 - $1.09K
233 $0
HOUS
Anywhere Real Estate Inc.

Real Estate
2
+ 200.0%
$3.64 - $10.94 $7.28 - $21.9
3 $0
RRBI
Red River Bancshares Inc

Financial Services
5
+ 62.5%
$58.77 - $67.87 $294 - $339
13 $0
Reddit Inc
1.53K
+ 2940.38%
N/A
1.58K $0
RELY
Remitly Global, Inc.

Technology
53
New
$15.79 - $20.25 $837 - $1.07K
53 $0
RXST
Rx Sight, Inc.

Healthcare
1
New
$6.65 - $13.14 $6.65 - $13.1
1 $0
Sb Finl Group Inc
6
New
N/A
6 $0
Neos ETF Trust
12.9K
+ 26.78%
N/A
60.8K $0
Neos ETF Trust
49K
+ 6.59%
N/A
793K $0
Neos ETF Trust
19.2K
New
N/A
19.2K $0
Sezzle Inc
3
New
N/A
3 $0
SKYX
Skyx Platforms Corp.

Industrials
1
New
$1.0 - $1.32 $1 - $1.32
1 $0
SWKH
Swk Holdings Corp

Financial Services
6
New
$14.02 - $15.28 $84.1 - $91.7
6 $0
Safehold Inc
339
New
N/A
339 $0
Sandisk Corp
550
+ 39.94%
N/A
1.93K $0
Savers Value Vlg Inc
5
+ 0.87%
N/A
577 $0
SNDR
Schneider National, Inc.

Industrials
24
New
$21.09 - $26.92 $506 - $646
24 $0
WTTR
Select Energy Services, Inc.

Energy
58
New
$7.91 - $11.05 $459 - $641
58 $0
SEM
Select Medical Holdings Corp

Healthcare
17
New
$11.77 - $15.25 $200 - $259
17 $0
Silvaco Group Inc
23
New
N/A
23 $0
Qxo Inc
1.21K
New
N/A
1.21K $0
Site Ctrs Corp
455
+ 9100.0%
N/A
460 $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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email