Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COF
Capital One Financial Corp

Financial Services
248
+ 1.66%
$207.29 - $229.74 $51.4K - $57K
15.2K $3.24M
CCK
Crown Holdings Inc

Consumer Cyclical
610
+ 40.45%
$92.19 - $108.12 $56.2K - $66K
2.12K $204K
TMUS
T Mobile Us, Inc.

Communication Services
186
+ 4.29%
$226.02 - $259.01 $42K - $48.2K
4.52K $1.08M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
142
+ 284.0%
$275.84 - $326.36 $39.2K - $46.3K
192 $62K
INGR
Ingredion Inc

Consumer Defensive
634
+ 29.28%
$121.01 - $138.21 $76.7K - $87.6K
2.8K $341K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
428
+ 389.09%
$105.03 - $112.54 $45K - $48.2K
538 $59K
VTR
Ventas, Inc.

Real Estate
606
+ 68.17%
$62.76 - $69.99 $38K - $42.4K
1.5K $104K
TSN
Tyson Foods, Inc.

Consumer Defensive
872
+ 140.65%
$52.3 - $57.69 $45.6K - $50.3K
1.49K $81K
SBUX
Starbucks Corp

Consumer Cyclical
2.54K
+ 10.55%
$81.9 - $96.86 $208K - $246K
26.6K $2.25M
ARW
Arrow Electronics Inc

Technology
428
+ 48.97%
$114.66 - $133.24 $49.1K - $57K
1.3K $157K
SPYG
Spdr Portfolio

ETFs
351
+ 36.3%
$94.33 - $105.31 $33.1K - $37K
1.32K $137K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
156
+ 3.3%
$109.55 - $124.15 $17.1K - $19.4K
4.89K $572K
UTHR
United Therapeutics Corp

Healthcare
23
+ 8.95%
$274.7 - $438.75 $6.32K - $10.1K
280 $117K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
119
+ 0.57%
$31.31 - $34.54 $3.73K - $4.11K
21.1K $711K
AME
Ametek Inc

Industrials
20
+ 0.36%
$176.44 - $192.03 $3.53K - $3.84K
5.63K $1.06M
BKH
Black Hills Corp

Utilities
699
+ 884.81%
$55.87 - $61.62 $39.1K - $43.1K
778 $47K
HYG
Ishares Tr

ETFs
426
+ 3.15%
$79.85 - $81.32 $34K - $34.6K
14K $1.13M
SON
Sonoco Products CO

Consumer Cyclical
965
+ 258.71%
$42.77 - $48.68 $41.3K - $47K
1.34K $57K
ARMK
Aramark

Industrials
1.09K
+ 241.81%
$37.46 - $44.15 $40.9K - $48.3K
1.55K $59K
EW
Edwards Lifesciences Corp

Healthcare
561
+ 10.51%
$73.75 - $81.83 $41.4K - $45.9K
5.9K $458K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
501
+ 42.24%
$70.85 - $76.96 $35.5K - $38.6K
1.69K $128K
OMC
Omnicom Group Inc.

Communication Services
82
+ 2.42%
$70.41 - $81.53 $5.77K - $6.69K
3.48K $283K
BC
Brunswick Corp

Consumer Cyclical
128
+ 3.47%
$56.64 - $66.85 $7.25K - $8.56K
3.82K $241K
DOV
Dover Corp

Industrials
464
+ 19.31%
$165.59 - $190.9 $76.8K - $88.6K
2.87K $478K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.17K
+ 1.83%
$16.46 - $17.1 $19.3K - $20.1K
65.2K $1.11M
PPC
Pilgrims Pride Corp

Consumer Defensive
944
+ 1522.58%
$40.22 - $50.41 $38K - $47.6K
1.01K $40K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
812
+ 7.09%
$39.58 - $40.74 $32.1K - $33.1K
12.3K $497K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
695
New
$46.93 - $58.5 $32.6K - $40.7K
695 $38K
RMD
Resmed Inc

Healthcare
96
+ 14.86%
$252.01 - $293.73 $24.2K - $28.2K
742 $203K
AXSM
Axsome Therapeutics, Inc.

Healthcare
136
+ 11.41%
$100.39 - $129.29 $13.7K - $17.6K
1.33K $161K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
784
New
$45.26 - $46.63 $35.5K - $36.6K
784 $36K
SPG
Simon Property Group Inc

Real Estate
88
+ 11.94%
$159.93 - $187.67 $14.1K - $16.5K
825 $154K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$42.04 - $45.23 $42 - $45.2
12K $542K
PCEF
Invesco Cef Income Composite E

ETFs
1.44K
+ 9.48%
$19.5 - $20.24 $28.2K - $29.2K
16.7K $333K
MPW
Medical Properties Trust Inc

Real Estate
7.26K
New
$3.98 - $5.13 $28.9K - $37.2K
7.26K $36K
TLRY
Tilray Brands, Inc.

Healthcare
17.6K
+ 437.27%
$0.42 - $1.85 $7.39K - $32.6K
21.6K $37K
CGNX
Cognex Corp

Technology
359
+ 25.72%
$31.85 - $46.54 $11.4K - $16.7K
1.76K $79K
GGG
Graco Inc

Industrials
419
+ 87.84%
$82.58 - $88.81 $34.6K - $37.2K
896 $76K
NTRS
Northern Trust Corp

Financial Services
113
+ 4.57%
$123.6 - $134.6 $14K - $15.2K
2.59K $348K
GTLS
Chart Industries Inc

Industrials
163
+ 243.28%
$162.6 - $200.28 $26.5K - $32.6K
230 $46K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
1.01K
+ 1.95%
$12.63 - $13.14 $12.7K - $13.2K
52.7K $687K
CZA
Invesco Exchange Traded Fd Tr

ETFs
321
New
$105.0 - $110.33 $33.7K - $35.4K
321 $35K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
103
+ 5.52%
$100.4 - $119.58 $10.3K - $12.3K
1.97K $218K
TREX
Trex CO Inc

Industrials
718
+ 91.82%
$50.48 - $68.49 $36.2K - $49.2K
1.5K $77K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
383
New
$79.52 - $89.63 $30.5K - $34.3K
383 $34K
DFSV
Dimensional ETF Tr Dimensional

ETFs
5
+ 0.04%
$29.2 - $32.74 $146 - $164
14.2K $453K
GOSS
Gossamer Bio, Inc.

Healthcare
334
+ 1.42%
$1.21 - $3.46 $404 - $1.16K
23.9K $62K
IMAX
Imax Corp

Communication Services
1.07K
New
$24.51 - $32.75 $26.1K - $34.9K
1.07K $34K
RGTI
Rigetti Computing, Inc.

Technology
1.16K
New
$11.33 - $32.1 $13.1K - $37.2K
1.16K $34K
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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