Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
586
+ 165.54%
$109.47 - $119.06 $64.1K - $69.8K
940 $111K
WSBC
Wesbanco Inc

Financial Services
2.03K
+ 9.53%
$29.44 - $33.7 $59.7K - $68.4K
23.3K $744K
MHK
Mohawk Industries Inc

Consumer Cyclical
515
+ 387.22%
$107.23 - $139.75 $55.2K - $72K
648 $83K
HLIO
Helios Technologies, Inc.

Industrials
6
+ 0.16%
$34.16 - $55.89 $205 - $335
3.76K $195K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.3K
+ 60.65%
$52.62 - $61.93 $68.6K - $80.8K
3.45K $187K
BAX
Baxter International Inc

Healthcare
3.79K
+ 153.69%
$21.71 - $31.23 $82.3K - $118K
6.26K $142K
ORCC
Owl Rock Capital Corp

Financial Services
5.07K
+ 139.0%
N/A
8.72K $116K
CW
Curtiss Wright Corp

Industrials
17
+ 1.62%
$472.43 - $542.94 $8.03K - $9.23K
1.07K $579K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
865
+ 4119.05%
$71.0 - $90.32 $61.4K - $78.1K
886 $68K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
2.72K
+ 54480.0%
$21.49 - $24.47 $58.5K - $66.7K
2.73K $66K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
2.66K
+ 28.17%
$27.79 - $32.38 $73.9K - $86.2K
12.1K $346K
PVH
Pvh Corp.

Consumer Cyclical
69
+ 1.78%
$70.6 - $89.52 $4.87K - $6.18K
3.94K $330K
VDE
Vanguard Energy ETF

ETFs
363
+ 12.52%
$118.37 - $129.65 $43K - $47.1K
3.26K $410K
RRC
Range Resources Corp

Energy
1.71K
+ 439.49%
$32.79 - $39.33 $56.2K - $67.4K
2.1K $79K
UAL
United Airlines Holdings, Inc.

Industrials
242
+ 10.22%
$80.05 - $109.36 $19.4K - $26.5K
2.61K $251K
XRAY
Dentsply Sirona Inc.

Healthcare
5.64K
+ 210.41%
$12.37 - $16.85 $69.8K - $95K
8.32K $105K
AFL
Aflac Inc

Financial Services
62
+ 0.7%
$98.09 - $111.7 $6.08K - $6.93K
8.91K $995K
AL
Air Lease Corp

Industrials
953
+ 301.58%
$54.35 - $64.28 $51.8K - $61.3K
1.27K $80K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
421
+ 8.6%
$74.93 - $80.73 $31.5K - $34K
5.32K $428K
W
Wayfair Inc.

Consumer Cyclical
252
+ 24.49%
$51.99 - $90.17 $13.1K - $22.7K
1.28K $114K
BLD
Top Build Corp

Industrials
146
+ 231.75%
$343.19 - $443.31 $50.1K - $64.7K
209 $81K
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.26K
+ 23.92%
$48.04 - $48.61 $60.6K - $61.3K
6.54K $314K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1
+ 0.04%
$205.52 - $234.96 $206 - $235
2.51K $588K
MGM
Mgm Resorts International

Consumer Cyclical
1.71K
+ 973.86%
$34.18 - $39.77 $58.6K - $68.2K
1.89K $65K
MRVL
Marvell Technology, Inc.

Technology
44
+ 0.54%
$62.31 - $84.07 $2.74K - $3.7K
8.26K $694K
UCTT
Ultra Clean Holdings, Inc.

Technology
27
+ 0.22%
$21.63 - $29.38 $584 - $793
12.3K $334K
DDOG
Datadog, Inc.

Technology
355
+ 40.99%
$124.52 - $155.15 $44.2K - $55.1K
1.22K $173K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.05K
+ 4.24%
$25.24 - $25.56 $51.8K - $52.4K
50.5K $1.29M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.04K
+ 6.17%
$47.76 - $48.46 $49.8K - $50.5K
17.9K $864K
CHK
Chesapeake Energy Corp

Energy
662
+ 401.21%
N/A
827 $70K
GVI
Ishares Tr

ETFs
494
+ 11.97%
$105.8 - $107.81 $52.3K - $53.3K
4.62K $496K
NTRA
Natera, Inc.

Healthcare
384
+ 52.1%
$133.66 - $181.11 $51.3K - $69.5K
1.12K $180K
NUE
Nucor Corp

Basic Materials
56
+ 0.69%
$133.3 - $150.33 $7.46K - $8.42K
8.2K $1.11M
ORI
Old Republic International Corp

Financial Services
608
+ 8.22%
$35.74 - $42.47 $21.7K - $25.8K
8.01K $340K
TFSL
Tfs Financial Corp

Financial Services
384
+ 0.18%
$12.61 - $14.23 $4.84K - $5.46K
220K $2.89M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
437
New
$122.37 - $127.46 $53.5K - $55.7K
437 $55K
SAM
Boston Beer CO Inc

Consumer Defensive
244
+ 259.57%
$191.38 - $226.97 $46.7K - $55.4K
338 $71K
CMA
Comerica Inc

Financial Services
19
+ 0.32%
$60.93 - $71.05 $1.16K - $1.35K
5.92K $405K
HAS
Hasbro, Inc.

Consumer Cyclical
571
+ 10.48%
$73.92 - $81.85 $42.2K - $46.7K
6.02K $456K
NFG
National Fuel Gas CO

Energy
558
+ 184.77%
$82.19 - $93.72 $45.9K - $52.3K
860 $79K
PHM
Pultegroup Inc

Consumer Cyclical
10
+ 0.51%
$108.0 - $141.42 $1.08K - $1.41K
1.97K $260K
BAH
Booz Allen Hamilton Holding Corp

Industrials
658
+ 23.79%
$97.53 - $115.95 $64.2K - $76.3K
3.42K $342K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
472
+ 9.09%
$64.58 - $69.94 $30.5K - $33K
5.66K $392K
BRO
Brown & Brown, Inc.

Financial Services
585
+ 319.67%
$90.88 - $108.93 $53.2K - $63.7K
768 $72K
NNN
National Retail Properties, Inc.

Real Estate
1.24K
+ 76.77%
$40.68 - $44.1 $50.3K - $54.5K
2.85K $121K
NYT
New York Times CO

Communication Services
867
+ 60.04%
$51.43 - $61.95 $44.6K - $53.7K
2.31K $132K
AWI
Armstrong World Industries Inc

Industrials
110
+ 12.2%
$163.99 - $199.13 $18K - $21.9K
1.01K $198K
HDV
Ishares Core High Dividend ETF

ETFs
181
+ 3.12%
$118.16 - $123.66 $21.4K - $22.4K
5.99K $732K
NN
Nextnav Inc.

Communication Services
3.63K
New
$13.75 - $17.94 $49.9K - $65.2K
3.63K $52K
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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