Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Southland Hldgs Inc
5
+ 25.0%
N/A
25 $0
SBSI
Southside Bancshares Inc

Financial Services
12
+ 10.91%
$28.25 - $31.39 $339 - $377
122 $3K
Southstate Bk Corp
357
New
N/A
357 $0
Standardaero Inc
73
+ 51.05%
N/A
216 $0
SMMT
Summit Therapeutics Inc.

Healthcare
2
New
$17.61 - $30.02 $35.2 - $60
2 $0
SXC
Sun Coke Energy, Inc.

Basic Materials
69
+ 627.27%
$7.23 - $8.83 $499 - $609
80 $0
STKL
Sun Opta Inc.

Consumer Defensive
40
New
$5.19 - $6.73 $208 - $269
40 $0
Super Micro Computer Inc
14.2K
+ 4.73%
N/A
315K $0
Synchronoss Technologies Inc
17
New
N/A
17 $0
Synergy Chc Corp
25
New
N/A
25 $0
T Rowe Price ETF Inc
199
New
N/A
199 $0
Talen Energy Corp
780
+ 1344.83%
N/A
838 $0
TALO
Talos Energy Inc.

Energy
71
+ 1420.0%
$7.79 - $10.24 $553 - $727
76 $0
TASK
Task Us, Inc.

Technology
4
New
$16.73 - $18.21 $66.9 - $72.8
4 $0
TLS
Telos Corp

Technology
2
New
$2.38 - $7.28 $4.76 - $14.6
2 $0
Telomir Pharmaceuticals Inc
12.5K
New
N/A
12.5K $0
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
2
+ 0.3%
N/A
671 $38K
2023 ETF Series Trust
59.9K
+ 50.35%
N/A
179K $0
Tidal Trust Ii
318
New
N/A
318 $0
TIPT
Tiptree Inc.

Financial Services
38
New
$19.05 - $25.49 $724 - $969
38 $0
TYG
Tortoise Energy Infrastructure Corp

Financial Services
34
+ 2.51%
$42.13 - $44.1 $1.43K - $1.5K
1.39K $59K
COOK
Traeger, Inc.

Consumer Cyclical
1
New
$1.22 - $2.02 $1.22 - $2.02
1 $0
TZOO
Travelzoo

Communication Services
47
New
N/A
47 $0
TMCI
Treace Medical Concepts, Inc.

Healthcare
73
+ 730.0%
$5.34 - $7.7 $390 - $562
83 $0
TRVI
Trevi Therapeutics, Inc.

Healthcare
39
New
$5.62 - $9.62 $219 - $375
39 $0
TWST
Twist Bioscience Corp

Healthcare
27
New
$24.16 - $39.12 $652 - $1.06K
27 $0
USNA
Usana Health Sciences Inc

Consumer Defensive
1
New
$27.55 - $35.43 $27.6 - $35.4
1 $0
USCB
Uscb Financial Holdings, Inc.

Financial Services
6
New
$16.08 - $18.51 $96.5 - $111
6 $0
U
Unity Software Inc.

Technology
6
New
$24.01 - $46.53 $144 - $279
6 $0
UVE
Universal Insurance Holdings, Inc.

Financial Services
31
+ 10.51%
$22.93 - $27.36 $711 - $848
326 $8K
VREX
Varex Imaging Corp

Healthcare
14
+ 700.0%
$6.96 - $12.4 $97.4 - $174
16 $0
VEL
Velocity Financial, Inc.

Financial Services
1
New
$16.33 - $19.19 $16.3 - $19.2
1 $0
Veralto Corp
895
+ 8.83%
N/A
11K $0
Victory Portfolios Ii
643
New
N/A
643 $0
VMD
Viemed Healthcare, Inc.

Healthcare
1
New
$5.93 - $7.44 $5.93 - $7.44
1 $0
Vivid Seats Inc
1
New
N/A
1 $0
Volatility Shs Tr
680
New
N/A
680 $0
WTI
W&T Offshore Inc

Energy
1
New
$1.65 - $2.06 $1.65 - $2.06
1 $0
MAPS
Wm Technology, Inc.

Technology
240
New
$0.88 - $1.3 $211 - $312
240 $0
Webtoon Entmt Inc
119
New
N/A
119 $0
WTBA
West Bancorporation Inc

Financial Services
3
New
$17.8 - $21.14 $53.4 - $63.4
3 $0
Wheels Up Experience Inc
20K
New
N/A
20K $0
WLDN
Willdan Group, Inc.

Industrials
8
+ 400.0%
$63.73 - $120.35 $510 - $963
10 $0
Wolfspeed Inc
1
New
N/A
1 $0
ZG
Zillow Group, Inc.

Communication Services
6
+ 85.71%
$68.95 - $86.76 $414 - $521
13 $0
ZIP
Ziprecruiter, Inc.

Industrials
14
New
$3.48 - $5.36 $48.7 - $75
14 $0
Zymeworks Inc
1
+ 0.02%
N/A
5K $0
Titan Amer Sa
54
New
N/A
54 $0
DOX
Amdocs LTD

Technology
11
+ 13.92%
$81.2 - $92.62 $893 - $1.02K
90 $7K
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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