Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
16
+ 0.65%
$161.21 - $180.02 $2.58K - $2.88K
2.48K $428K
NWL
Newell Brands Inc.

Consumer Defensive
66
+ 1.21%
$4.76 - $6.39 $314 - $422
5.5K $28K
NRIM
Northrim Bancorp Inc

Financial Services
387
+ 300.0%
$21.72 - $99.49 $8.41K - $38.5K
516 $11K
ON
On Semiconductor Corp

Technology
9
+ 2.32%
$46.98 - $62.45 $423 - $562
397 $19K
CTO
Cto Realty Growth, Inc.

Real Estate
2
+ 0.37%
$15.89 - $17.75 $31.8 - $35.5
539 $8K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
8
+ 2.39%
$11.59 - $12.29 $92.7 - $98.3
343 $3K
IRDM
Iridium Communications Inc.

Communication Services
17
+ 16.19%
$17.28 - $32.43 $294 - $551
122 $2K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
2
+ 2.22%
$118.35 - $142.11 $237 - $284
92 $11K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
4
+ 2.9%
$98.64 - $113.55 $395 - $454
142 $14K
QLYS
Qualys, Inc.

Technology
1
+ 2.33%
$127.89 - $150.07 $128 - $150
44 $5K
WY
Weyerhaeuser CO

Real Estate
53
+ 1.42%
$24.1 - $26.83 $1.28K - $1.42K
3.78K $93K
RAMP
Live Ramp Holdings, Inc.

Technology
169
+ 14.42%
$25.76 - $34.2 $4.35K - $5.78K
1.34K $36K
MTN
Vail Resorts Inc

Consumer Cyclical
1
+ 0.29%
$143.33 - $169.63 $143 - $170
349 $52K
IYK
Ishares U.S. Consumer Staples

ETFs
11
+ 0.67%
$67.65 - $71.68 $744 - $788
1.66K $113K
NOG
Northern Oil & Gas, Inc.

Energy
65
+ 5.26%
$23.13 - $31.07 $1.5K - $2.02K
1.3K $32K
PRU
Prudential Financial Inc

Financial Services
495
+ 3.35%
$100.68 - $109.89 $49.8K - $54.4K
15.3K $1.59M
ZBRA
Zebra Technologies Corp

Technology
19
+ 2.75%
$296.92 - $341.36 $5.64K - $6.49K
710 $210K
AXS
Axis Capital Holdings LTD

Financial Services
57
+ 5.47%
$93.33 - $102.44 $5.32K - $5.84K
1.1K $105K
VIRT
Virtu Financial, Inc.

Financial Services
29
+ 5.17%
$34.87 - $45.12 $1.01K - $1.31K
590 $20K
ACVA
Acv Auctions Inc.

Consumer Cyclical
329
+ 23.5%
$9.76 - $16.63 $3.21K - $5.47K
1.73K $17K
KD
Kyndryl Holdings, Inc.

Technology
1.16K
+ 35.17%
$28.94 - $43.41 $33.5K - $50.3K
4.45K $133K
MPLX
Mplx LP

Energy
8
+ 0.2%
$49.42 - $52.71 $395 - $422
4.04K $201K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2
+ 0.05%
$95.32 - $123.91 $191 - $248
4K $405K
EMN
Eastman Chemical CO

Basic Materials
9
+ 0.94%
$58.79 - $81.56 $529 - $734
968 $61K
CTVA
Corteva, Inc.

Basic Materials
1.1K
+ 9.02%
$67.08 - $77.12 $74.1K - $85.1K
13.3K $902K
CHD
Church & Dwight CO Inc

Consumer Defensive
395
+ 7.19%
$85.84 - $99.09 $33.9K - $39.1K
5.89K $515K
EOG
Eog Resources Inc

Energy
113
+ 3.44%
$112.12 - $126.1 $12.7K - $14.2K
3.4K $381K
NSP
Insperity, Inc.

Industrials
30
+ 2.32%
$45.07 - $62.06 $1.35K - $1.86K
1.32K $65K
WAT
Waters Corp

Healthcare
41
+ 7.52%
$277.72 - $357.04 $11.4K - $14.6K
586 $175K
VRSK
Verisk Analytics, Inc.

Industrials
174
+ 17.79%
$242.3 - $312.95 $42.2K - $54.5K
1.15K $289K
MCHP
Microchip Technology Inc

Technology
4
+ 0.15%
$60.95 - $75.26 $244 - $301
2.76K $177K
TWLO
Twilio Inc

Communication Services
23
+ 2.95%
$92.44 - $132.7 $2.13K - $3.05K
803 $80K
WHR
Whirlpool Corp

Consumer Cyclical
3
+ 0.38%
$77.47 - $110.59 $232 - $332
802 $63K
CCI
Crown Castle International Corp

Real Estate
68
+ 1.65%
$92.96 - $113.91 $6.32K - $7.75K
4.18K $403K
ALGN
Align Technology Inc

Healthcare
17
+ 4.52%
$124.88 - $207.19 $2.12K - $3.52K
393 $49K
GWW
W.W. Grainger, Inc.

Industrials
170
+ 8.05%
$932.44 - $1059.49 $159K - $180K
2.28K $2.18M
IFF
International Flavors & Fragrances Inc

Basic Materials
173
+ 6.07%
$60.3 - $77.46 $10.4K - $13.4K
3.02K $185K
DRI
Darden Restaurants Inc

Consumer Cyclical
86
+ 5.35%
$184.73 - $220.27 $15.9K - $18.9K
1.69K $322K
KKR
Kkr & Co. Inc.

Financial Services
165
+ 0.99%
$129.95 - $152.16 $21.4K - $25.1K
16.8K $2.19M
APD
Air Products & Chemicals, Inc.

Basic Materials
302
+ 2.49%
$265.78 - $299.3 $80.3K - $90.4K
12.4K $3.39M
HRL
Hormel Foods Corp

Consumer Defensive
219
+ 3.29%
$24.31 - $31.54 $5.32K - $6.91K
6.87K $169K
TTD
Trade Desk, Inc.

Technology
3.5K
+ 39.24%
$43.93 - $89.76 $154K - $314K
12.4K $609K
CHKP
Check Point Software Technologies LTD

Technology
65
+ 1.92%
$180.73 - $231.23 $11.7K - $15K
3.46K $715K
AXON
Axon Enterprise, Inc.

Industrials
53
+ 7.66%
$698.02 - $870.97 $37K - $46.2K
745 $534K
RS
Reliance Steel & Aluminum CO

Basic Materials
87
+ 4.36%
$277.33 - $343.66 $24.1K - $29.9K
2.08K $584K
AJG
Arthur J. Gallagher & Co.

Financial Services
215
+ 1.89%
$284.17 - $319.49 $61.1K - $68.7K
11.6K $3.6M
AMCR
Amcor PLC

Consumer Cyclical
6.55K
+ 5.53%
$7.97 - $9.94 $52.2K - $65.1K
125K $1.02M
FCX
Freeport Mcmoran Inc

Basic Materials
1.8K
+ 5.27%
$35.34 - $47.21 $63.6K - $84.9K
35.9K $1.41M
IBN
Icici Bank LTD

Financial Services
6
+ 0.02%
$30.23 - $34.41 $181 - $206
26.6K $804K
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