Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JHG
Janus Henderson Group PLC

Financial Services
721
+ 170.45%
$39.46 - $45.37 $28.5K - $32.7K
1.14K $50K
GNTX
Gentex Corp

Consumer Cyclical
922
+ 82.32%
$22.66 - $29.06 $20.9K - $26.8K
2.04K $57K
NDAQ
Nasdaq, Inc.

Financial Services
415
+ 10.12%
$86.73 - $96.94 $36K - $40.2K
4.52K $399K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
265
+ 25.26%
$71.86 - $87.45 $19K - $23.2K
1.31K $109K
AR
Antero Resources Corp

Energy
1.24K
+ 100.08%
$29.87 - $37.66 $37.2K - $46.8K
2.49K $83K
HWM
Howmet Aerospace Inc.

Industrials
85
+ 5.41%
$171.0 - $196.23 $14.5K - $16.7K
1.66K $324K
AN
Autonation, Inc.

Consumer Cyclical
125
+ 54.35%
$189.27 - $227.18 $23.7K - $28.4K
355 $77K
NXPI
Nxp Semiconductors N.V.

Technology
81
+ 5.54%
$205.16 - $239.07 $16.6K - $19.4K
1.54K $351K
IVZ
Invesco Ltd.

Financial Services
914
+ 62.01%
$16.17 - $23.0 $14.8K - $21K
2.39K $54K
SOFI
So Fi Technologies, Inc.

Financial Services
22
+ 0.6%
$17.64 - $29.81 $388 - $656
3.68K $97K
SMTC
Semtech Corp

Technology
97
+ 10.67%
$42.59 - $71.45 $4.13K - $6.93K
1.01K $71K
NET
Cloudflare, Inc.

Technology
32
+ 2.5%
$181.39 - $228.28 $5.8K - $7.3K
1.31K $281K
PINS
Pinterest, Inc.

Communication Services
1.22K
+ 47.52%
$32.17 - $39.17 $39.4K - $47.9K
3.8K $122K
VFH
Vanguard Financial ETF

ETFs
4
+ 0.05%
$125.23 - $132.78 $501 - $531
7.5K $984K
DTE
Dte Energy CO

Utilities
26
+ 0.94%
$130.26 - $141.49 $3.39K - $3.68K
2.78K $393K
EA
Electronic Arts Inc.

Communication Services
4
+ 0.59%
$147.79 - $202.05 $591 - $808
681 $137K
HUM
Humana Inc

Healthcare
75
+ 11.66%
$220.41 - $312.0 $16.5K - $23.4K
718 $186K
CGGR
Capital Group Growth ETF Shs C

ETFs
400
+ 12.25%
$40.2 - $44.58 $16.1K - $17.8K
3.67K $161K
WTRG
Essential Utilities, Inc.

Utilities
626
+ 41.0%
$36.73 - $39.9 $23K - $25K
2.15K $85K
EXEL
Exelixis, Inc.

Healthcare
861
+ 36.07%
$36.22 - $46.25 $31.2K - $39.8K
3.25K $134K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
1.09K
+ 8.55%
$23.9 - $24.45 $26K - $26.6K
13.8K $335K
THC
Tenet Healthcare Corp

Healthcare
92
+ 24.6%
$148.38 - $203.04 $13.7K - $18.7K
466 $94K
G
Genpact LTD

Technology
693
+ 181.41%
$41.06 - $46.13 $28.5K - $32K
1.08K $45K
CIEN
Ciena Corp

Technology
93
+ 42.47%
$77.75 - $145.67 $7.23K - $13.5K
312 $45K
CFG
Citizens Financial Group Inc

Financial Services
78
+ 2.77%
$46.1 - $53.65 $3.6K - $4.18K
2.89K $153K
FRT
Federal Realty Investment Trust

Real Estate
251
+ 71.31%
$90.61 - $102.67 $22.7K - $25.8K
603 $61K
THG
Hanover Insurance Group, Inc.

Financial Services
150
+ 300.0%
$162.08 - $182.1 $24.3K - $27.3K
200 $36K
NWE
Northwestern Corp

Utilities
488
+ 1220.0%
$51.58 - $58.61 $25.2K - $28.6K
528 $30K
PK
Park Hotels & Resorts Inc.

Real Estate
2.45K
+ 326.4%
$10.17 - $12.13 $24.9K - $29.7K
3.2K $35K
WMB
Williams Companies, Inc.

Energy
320
+ 2.2%
$56.52 - $64.01 $18.1K - $20.5K
14.9K $941K
BHF
Brighthouse Financial, Inc.

Financial Services
535
+ 540.4%
$43.36 - $57.59 $23.2K - $30.8K
634 $33K
GWRE
Guidewire Software, Inc.

Technology
122
+ 82.43%
$207.82 - $261.88 $25.4K - $31.9K
270 $62K
IRM
Iron Mountain Inc

Real Estate
285
+ 20.99%
$89.46 - $104.46 $25.5K - $29.8K
1.64K $167K
PRI
Primerica, Inc.

Financial Services
98
+ 52.69%
$255.46 - $285.58 $25K - $28K
284 $78K
COCO
Vita Coco Company, Inc.

Consumer Defensive
675
+ 22500.0%
$32.3 - $42.82 $21.8K - $28.9K
678 $28K
IYJ
Ishares Tr

ETFs
8
+ 0.11%
$142.42 - $148.18 $1.14K - $1.19K
7.24K $1.06M
NEOG
Neogen Corp

Healthcare
1.34K
+ 6.48%
$4.65 - $5.75 $6.24K - $7.71K
22K $125K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
25
+ 0.45%
$79.76 - $85.78 $1.99K - $2.14K
5.56K $470K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
330
+ 2538.46%
$54.83 - $84.09 $18.1K - $27.7K
343 $27K
MAN
Manpower Group Inc.

Industrials
740
+ 238.71%
$37.33 - $45.7 $27.6K - $33.8K
1.05K $39K
NWSA
News Corp

Communication Services
762
+ 21.45%
$28.38 - $31.03 $21.6K - $23.6K
4.31K $132K
MRUS
Merus N.V.

Healthcare
9
+ 1.44%
$52.33 - $94.15 $471 - $847
635 $59K
URTH
Ishares Msci World ETF

ETFs
136
+ 107.94%
$168.96 - $181.71 $23K - $24.7K
262 $47K
PENN
Penn National Gaming Inc

Consumer Cyclical
172
+ 1.02%
$16.8 - $20.47 $2.89K - $3.52K
17K $326K
POR
Portland General Electric CO

Utilities
577
+ 206.81%
$39.73 - $44.0 $22.9K - $25.4K
856 $37K
FNDA
Schwab Fundamental U S Small C

ETFs
28
+ 0.27%
$28.75 - $31.93 $805 - $894
10.2K $318K
TRU
Trans Union

Industrials
328
+ 189.6%
$83.78 - $99.22 $27.5K - $32.5K
501 $41K
FULT
Fulton Financial Corp

Financial Services
55
+ 0.13%
$17.57 - $19.86 $966 - $1.09K
41.4K $770K
RHI
Robert Half International Inc.

Industrials
1.01K
+ 78.02%
$33.49 - $43.03 $33.8K - $43.4K
2.3K $78K
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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