Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SWK
Stanley Black & Decker, Inc.

Industrials
361
+ 2.83%
$66.98 - $79.52 $24.2K - $28.7K
13.1K $976K
AZN
Astrazeneca PLC

Healthcare
591
+ 6.2%
$68.72 - $82.11 $40.6K - $48.5K
10.1K $776K
GL
Globe Life Inc.

Financial Services
100
+ 1.93%
$117.6 - $146.55 $11.8K - $14.7K
5.27K $753K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
526
+ 4.23%
$72.65 - $78.68 $38.2K - $41.4K
13K $1.01M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.31K
+ 10.12%
$78.96 - $80.04 $103K - $105K
14.2K $1.14M
VTWO
Vanguard Russell 2000 ETF

ETFs
915
+ 50.75%
$86.92 - $99.32 $79.5K - $90.9K
2.72K $265K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.02%
$281.0 - $296.29 $281 - $296
6.48K $1.92M
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
4.87K
+ 3868.25%
$14.5 - $21.61 $70.7K - $105K
5K $107K
NTAP
Net App, Inc.

Technology
79
+ 0.99%
$101.1 - $126.36 $7.99K - $9.98K
8.09K $958K
TOL
Toll Brothers, Inc.

Consumer Cyclical
197
+ 6.16%
$113.78 - $148.0 $22.4K - $29.2K
3.4K $469K
MOS
Mosaic CO

Basic Materials
2.96K
+ 962.34%
$30.93 - $37.81 $91.7K - $112K
3.27K $113K
BWA
Borgwarner Inc

Consumer Cyclical
1.95K
+ 146.87%
$34.53 - $44.44 $67.3K - $86.6K
3.28K $144K
CMC
Commercial Metals CO

Basic Materials
962
+ 18.87%
$50.28 - $59.79 $48.4K - $57.5K
6.06K $347K
CFLT
Confluent, Inc.

Technology
5.69K
+ 189.64%
$15.91 - $27.35 $90.5K - $156K
8.69K $172K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
564
+ 1.69%
$29.8 - $32.29 $16.8K - $18.2K
33.9K $1.09M
CBOE
Cboe Global Markets, Inc.

Financial Services
52
+ 0.76%
$231.35 - $253.24 $12K - $13.2K
6.92K $1.7M
NBIX
Neurocrine Biosciences Inc

Healthcare
582
+ 79.51%
$123.98 - $146.67 $72.2K - $85.4K
1.31K $184K
SNOW
Snowflake Inc.

Technology
353
+ 6.4%
$191.73 - $241.0 $67.7K - $85.1K
5.87K $1.32M
FNDX
Schwab Fundamental U S Large C

ETFs
3.29K
+ 219.0%
$24.38 - $26.34 $80.1K - $86.5K
4.79K $125K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
737
New
$110.74 - $122.12 $81.6K - $90K
737 $89K
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.2K
+ 12.35%
$40.15 - $43.86 $48.2K - $52.6K
10.9K $477K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.35K
+ 11.14%
N/A
13.5K $874K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.61K
+ 17.97%
$23.13 - $23.54 $83.5K - $85K
23.7K $556K
OVV
Ovintiv Inc.

Energy
2.12K
+ 389.87%
$38.53 - $43.17 $81.6K - $91.4K
2.66K $107K
ESTC
Elastic N.V.

Technology
1.03K
+ 401.95%
$72.54 - $92.3 $74.9K - $95.3K
1.29K $108K
AIZ
Assurant, Inc.

Financial Services
243
+ 13.67%
$184.56 - $218.69 $44.8K - $53.1K
2.02K $437K
VZ
Verizon Communications Inc

Communication Services
584
+ 0.66%
$40.84 - $45.06 $23.9K - $26.3K
88.6K $3.9M
ED
Consolidated Edison Inc

Utilities
835
+ 7.78%
$95.57 - $105.36 $79.8K - $88K
11.6K $1.16M
ALB
Albemarle Corp

Basic Materials
31
+ 0.69%
$62.9 - $88.1 $1.95K - $2.73K
4.51K $365K
STE
Steris PLC

Healthcare
298
+ 18.52%
$221.21 - $252.43 $65.9K - $75.2K
1.91K $471K
MLI
Mueller Industries Inc

Industrials
761
+ 237.07%
$82.07 - $101.7 $62.5K - $77.4K
1.08K $109K
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
1.27K
New
$63.58 - $66.13 $80.6K - $83.8K
1.27K $83K
MTCH
Match Group, Inc.

Communication Services
2.32K
+ 916.21%
$31.83 - $38.77 $73.8K - $89.9K
2.57K $90K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
1.33K
New
$61.15 - $64.13 $81.1K - $85K
1.33K $82K
BPOP
Popular, Inc.

Financial Services
518
+ 58.07%
$111.3 - $128.04 $57.7K - $66.3K
1.41K $179K
NTNX
Nutanix, Inc.

Technology
1.11K
+ 72.42%
$66.06 - $81.12 $73.2K - $89.9K
2.64K $196K
K
Kellogg CO

Consumer Defensive
204
+ 0.82%
$76.96 - $82.02 $15.7K - $16.7K
25K $2.05M
PNFP
Pinnacle Financial Partners Inc

Financial Services
851
+ 810.48%
$86.13 - $119.63 $73.3K - $102K
956 $89K
SUB
Ishares Short Term National Mu

ETFs
573
+ 1.8%
$106.17 - $107.3 $60.8K - $61.5K
32.3K $3.45M
ES
Eversource Energy

Utilities
914
+ 60.45%
$62.86 - $71.14 $57.5K - $65K
2.43K $172K
FNF
Fidelity National Financial, Inc.

Financial Services
1.19K
+ 122.29%
$51.22 - $61.07 $60.7K - $72.4K
2.15K $130K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.49K
+ 11.17%
$48.72 - $50.73 $72.3K - $75.3K
14.8K $728K
RF
Regions Financial Corp

Financial Services
279
+ 1.15%
$24.03 - $27.41 $6.7K - $7.65K
24.6K $648K
IJS
Ishares S&P Smallcap 600 Value

ETFs
95
+ 1.63%
$98.99 - $112.2 $9.4K - $10.7K
5.92K $654K
OTIS
Otis Worldwide Corp

Industrials
1.71K
+ 16.02%
$84.93 - $101.07 $145K - $173K
12.4K $1.13M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.06K
+ 13.07%
$196.15 - $217.83 $207K - $230K
9.14K $1.84M
AEE
Ameren Corp

Utilities
276
+ 5.04%
$95.0 - $104.38 $26.2K - $28.8K
5.75K $600K
TIP
Ishares Tr Tips Bd ETF

ETFs
613
+ 14.24%
$109.11 - $111.88 $66.9K - $68.6K
4.92K $546K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
2.67K
+ 27.52%
$11.93 - $21.97 $31.8K - $58.6K
12.4K $238K
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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