Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
14.8K
New
$23.48 - $23.7 $347K - $351K
14.8K $349K
WFRD
Weatherford International PLC

Energy
3.68K
+ 75.17%
$52.14 - $69.61 $192K - $256K
8.57K $586K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.17K
+ 58.98%
$103.83 - $179.9 $121K - $210K
3.15K $563K
ZS
Zscaler, Inc.

Technology
1.2K
+ 81.11%
$267.68 - $316.5 $322K - $380K
2.68K $804K
SNV
Synovus Financial Corp

Financial Services
6.83K
+ 2182.75%
$46.55 - $59.6 $318K - $407K
7.15K $350K
AWK
American Water Works Company, Inc.

Utilities
2.17K
+ 1.8%
$135.05 - $147.0 $293K - $319K
123K $17.1M
ADT
Adt Inc.

Industrials
35.4K
+ 341.99%
$8.27 - $8.85 $293K - $313K
45.8K $398K
INTU
Intuit Inc

Technology
1.14K
+ 25.36%
$646.03 - $807.39 $735K - $919K
5.63K $3.84M
RY
Royal Bank Of Canada

Financial Services
367
+ 2.33%
$128.46 - $148.6 $47.1K - $54.5K
16.1K $2.38M
OKTA
Okta, Inc.

Technology
3.36K
+ 385.99%
$88.51 - $101.1 $298K - $340K
4.23K $388K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
12.6K
New
$23.46 - $23.77 $297K - $301K
12.6K $299K
EBAY
Ebay Inc

Consumer Cyclical
2.14K
+ 33.86%
$75.33 - $100.77 $161K - $215K
8.45K $768K
JBHT
Hunt J B Transport Services Inc

Industrials
2.26K
+ 357.91%
$130.65 - $154.66 $296K - $350K
2.89K $388K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
12.9K
New
$22.71 - $23.24 $294K - $301K
12.9K $298K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
12.8K
New
$23.12 - $23.59 $295K - $301K
12.8K $298K
AYI
Acuity Brands Inc

Industrials
31
+ 0.5%
$287.07 - $344.52 $8.9K - $10.7K
6.27K $2.16M
RE
Everest Re Group LTD

Financial Services
799
+ 94.0%
N/A
1.65K $611K
MANH
Manhattan Associates Inc

Technology
1.41K
+ 322.1%
$196.16 - $227.94 $277K - $322K
1.85K $379K
FVD
First Tr Value Line Divid Inde

ETFs
6.3K
New
$44.73 - $46.86 $282K - $295K
6.3K $291K
IDXX
Idexx Laboratories Inc

Healthcare
90
+ 4.04%
$514.61 - $682.78 $46.3K - $61.5K
2.32K $1.48M
LDOS
Leidos Holdings, Inc.

Technology
1.47K
+ 1210.74%
$159.2 - $188.96 $233K - $277K
1.59K $299K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.26K
+ 136.63%
$81.75 - $84.54 $267K - $276K
5.65K $474K
INCY
Incyte Corp

Healthcare
2.32K
+ 49.35%
$67.27 - $86.96 $156K - $202K
7.03K $595K
AEP
American Electric Power CO Inc

Utilities
1.57K
+ 14.14%
$103.26 - $115.0 $162K - $180K
12.7K $1.42M
ILMN
Illumina, Inc.

Healthcare
2.85K
+ 231.76%
$91.69 - $109.88 $261K - $313K
4.07K $386K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
446
+ 101.59%
$534.91 - $598.71 $239K - $267K
885 $497K
IQV
Iqvia Holdings Inc.

Healthcare
353
+ 5.85%
$157.68 - $200.82 $55.7K - $70.9K
6.39K $1.21M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
10.2K
New
$24.97 - $25.78 $255K - $263K
10.2K $261K
NG
Novagold Resources Inc

Basic Materials
29.7K
New
$4.15 - $8.8 $123K - $261K
29.7K $260K
LVS
Las Vegas Sands Corp

Consumer Cyclical
393
+ 1.7%
$47.38 - $57.71 $18.6K - $22.7K
23.5K $1.27M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.98K
+ 1.3%
$48.5 - $50.19 $96K - $99.4K
154K $7.73M
BDX
Becton Dickinson & CO

Healthcare
689
+ 8.49%
$172.41 - $199.66 $119K - $138K
8.8K $1.65M
PJUL
Innovator U.S. Equity Power Bu

ETFs
5.48K
New
$43.83 - $45.64 $240K - $250K
5.48K $250K
LYFT
Lyft, Inc.

Technology
5.27K
+ 25.61%
$13.41 - $22.93 $70.6K - $121K
25.8K $568K
VMC
Vulcan Materials CO

Basic Materials
405
+ 16.63%
$260.62 - $307.62 $106K - $125K
2.84K $873K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
1.32K
+ 2.38%
$70.96 - $73.96 $93.5K - $97.4K
56.7K $4.18M
WST
West Pharmaceutical Services Inc

Healthcare
405
+ 13.85%
$210.08 - $279.1 $85.1K - $113K
3.33K $873K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.91K
+ 60.53%
$23.82 - $25.84 $188K - $204K
21K $539K
SQ
Block, Inc.

Technology
3.97K
+ 788.27%
N/A
4.47K $255K
BKR
Baker Hughes CO

Energy
4.17K
+ 198.95%
$38.68 - $50.55 $161K - $211K
6.27K $305K
DFAS
Dimensional ETF Tr U S Small C

ETFs
784
+ 2.19%
$63.41 - $69.69 $49.7K - $54.6K
36.5K $2.5M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
4.3K
New
$50.34 - $65.52 $216K - $282K
4.3K $221K
ABCB
Ameris Bancorp

Financial Services
2.98K
+ 3013.13%
$65.68 - $76.41 $196K - $228K
3.08K $225K
DG
Dollar General Corp

Consumer Defensive
2.45K
+ 75.22%
$101.86 - $116.32 $250K - $285K
5.71K $589K
CTRA
Coterra Energy Inc.

Energy
10.2K
+ 71.27%
$23.09 - $25.45 $236K - $260K
24.5K $579K
VTWV
Vanguard Russell 2000 Value Et

ETFs
2
+ 0.02%
$138.45 - $158.63 $277 - $317
12.9K $2M
CBRE
Cbre Group, Inc.

Real Estate
375
+ 4.22%
$137.04 - $165.9 $51.4K - $62.2K
9.27K $1.46M
HBAN
Huntington Bancshares Inc

Financial Services
6.3K
+ 3.08%
$15.87 - $17.88 $99.9K - $113K
211K $3.64M
HII
Huntington Ingalls Industries, Inc.

Industrials
518
+ 38.51%
$246.31 - $287.91 $128K - $149K
1.86K $536K
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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