Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TQQQ
Proshares Ultrapro Qqq

ETFs
1.96K
+ 490.25%
$80.89 - $104.72 $159K - $205K
2.36K $244K
IWY
Ishares Tr Russell 200 Growth

ETFs
764
New
$243.93 - $275.62 $186K - $211K
764 $209K
MELI
Mercadolibre Inc

Consumer Cyclical
118
+ 46.27%
$2292.04 - $2514.05 $270K - $297K
373 $871K
FAB
First Tr Multi Cap Value Alpha

ETFs
2.32K
New
$81.15 - $88.6 $188K - $205K
2.32K $202K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.71K
New
$49.41 - $54.08 $184K - $201K
3.71K $200K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
605
+ 146.14%
$301.44 - $365.84 $182K - $221K
1.02K $329K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.67K
+ 45.67%
$158.24 - $191.13 $264K - $319K
5.32K $883K
SNPS
Synopsys Inc

Technology
426
+ 59.41%
$387.78 - $645.35 $165K - $275K
1.14K $563K
DVN
Devon Energy Corp

Energy
2.5K
+ 7.64%
$31.75 - $36.99 $79.4K - $92.5K
35.2K $1.23M
IONQ
Ion Q, Inc.

Technology
103
+ 1.02%
$36.79 - $75.14 $3.79K - $7.74K
10.2K $628K
D
Dominion Energy, Inc

Utilities
8
+ 0.02%
$56.32 - $62.1 $451 - $497
40.7K $2.49M
ROST
Ross Stores, Inc.

Consumer Cyclical
214
+ 3.45%
$127.59 - $152.81 $27.3K - $32.7K
6.42K $977K
SYY
Sysco Corp

Consumer Defensive
207
+ 0.82%
$76.33 - $82.51 $15.8K - $17.1K
25.5K $2.1M
VRSN
Verisign Inc

Technology
725
+ 35.78%
$263.02 - $305.98 $191K - $222K
2.75K $769K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
77
+ 0.1%
$41.91 - $44.87 $3.23K - $3.45K
74.4K $3.33M
VV
Vanguard Large Cap ETF

ETFs
504
+ 44.33%
$285.05 - $309.14 $144K - $156K
1.64K $505K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
785
+ 6.2%
$122.57 - $132.57 $96.2K - $104K
13.5K $1.74M
XLF
Financial Sector Spdr

ETFs
789
+ 0.89%
$51.37 - $54.25 $40.5K - $42.8K
89.6K $4.83M
HSY
Hershey CO

Consumer Defensive
297
+ 5.29%
$161.95 - $193.45 $48.1K - $57.5K
5.91K $1.11M
ARCC
Ares Capital Corp

Financial Services
37.7K
+ 9.81%
$20.41 - $23.25 $769K - $876K
422K $8.61M
HPE
Hewlett Packard Enterprise CO

Technology
3.98K
+ 21.7%
$19.81 - $25.24 $78.8K - $100K
22.3K $547K
EME
Emcor Group, Inc.

Industrials
83
+ 8.06%
$530.88 - $655.83 $44.1K - $54.4K
1.11K $722K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.68K
+ 1.98%
$100.37 - $100.74 $168K - $169K
86.2K $8.68M
KMI
Kinder Morgan, Inc.

Energy
7.27K
+ 21.73%
$26.23 - $28.5 $191K - $207K
40.7K $1.15M
PPTA
Perpetua Resources Corp.

Basic Materials
8.2K
New
$11.92 - $21.16 $97.7K - $174K
8.2K $167K
WDC
Western Digital Corp

Technology
238
+ 9.61%
$63.84 - $120.06 $15.2K - $28.6K
2.71K $325K
CCJ
Cameco Corp

Energy
940
+ 10.29%
$70.47 - $86.89 $66.2K - $81.7K
10.1K $844K
FXE
Invesco Currency Shares Euro Trust

ETFs
1.52K
+ 1336.84%
$105.31 - $109.29 $160K - $167K
1.64K $177K
GIL
Gildan Activewear Inc.

Consumer Cyclical
13
+ 0.07%
$49.08 - $57.8 $638 - $751
19K $1.1M
QTEC
First Trust Nasdaq 100 Technol

ETFs
707
New
$208.95 - $229.72 $148K - $162K
707 $162K
XLI
Industrial Sector Spdr

ETFs
875
+ 23.26%
$147.94 - $154.99 $129K - $136K
4.64K $715K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.6K
+ 7.55%
$42.26 - $47.16 $67.7K - $75.6K
22.8K $1.06M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.75K
+ 2.08%
$82.38 - $83.0 $144K - $145K
85.8K $7.12M
STT
State Street Corp

Financial Services
54
+ 0.36%
$102.01 - $117.25 $5.51K - $6.33K
15.3K $1.77M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.02%
$359.61 - $401.35 $360 - $401
4.45K $1.76M
IHDG
Wisdomtree Tr

ETFs
3.09K
+ 81.23%
$43.81 - $46.31 $135K - $143K
6.89K $317K
AMGN
Amgen Inc

Healthcare
129
+ 0.36%
$271.18 - $309.22 $35K - $39.9K
35.8K $10.1M
IDV
Ishares Tr

ETFs
2.54K
+ 11.05%
$34.54 - $37.28 $87.7K - $94.7K
25.5K $932K
VOE
Vanguard Mid Cap Value Index F

ETFs
543
+ 12.5%
$164.63 - $174.58 $89.4K - $94.8K
4.89K $852K
WTW
Willis Towers Watson PLC

Financial Services
85
+ 3.04%
$301.83 - $345.45 $25.7K - $29.4K
2.88K $994K
ENB
Enbridge Inc

Energy
73
+ 0.28%
$43.79 - $50.46 $3.2K - $3.68K
25.8K $1.3M
LKQ
Lkq Corp

Consumer Cyclical
4.36K
+ 2054.72%
$29.24 - $39.21 $127K - $171K
4.57K $139K
TFX
Teleflex Inc

Healthcare
1.04K
+ 475.69%
$109.79 - $132.5 $114K - $137K
1.26K $153K
FNB
Fnb Corp

Financial Services
2.5K
+ 4.44%
$14.75 - $16.79 $36.9K - $42K
58.9K $948K
RL
Ralph Lauren Corp

Consumer Cyclical
70
+ 2.67%
$272.1 - $320.75 $19K - $22.5K
2.69K $843K
TXT
Textron Inc

Industrials
1.09K
+ 14.38%
$77.02 - $87.21 $83.6K - $94.7K
8.64K $729K
SONY
Sony Group Corp

Technology
228
+ 0.56%
$23.92 - $30.07 $5.45K - $6.86K
40.9K $1.18M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.59K
+ 13.4%
$60.9 - $70.75 $280K - $325K
38.8K $2.43M
ROKU
Roku, Inc

Communication Services
743
+ 21.46%
$79.98 - $101.78 $59.4K - $75.6K
4.21K $421K
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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