Clearstead Advisors, LLC Incresed Positions in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CAG
Conagra Brands Inc.

Consumer Defensive
1.36K
+ 56.88%
$18.04 - $21.14 $24.6K - $28.8K
3.76K $68K
LNC
Lincoln National Corp

Financial Services
37
+ 1.2%
$33.37 - $43.29 $1.23K - $1.6K
3.12K $125K
COMM
Comm Scope Holding Company, Inc.

Technology
1.27K
+ 5768.18%
$7.29 - $16.99 $9.25K - $21.6K
1.29K $19K
HDB
Hdfc Bank LTD

Financial Services
739
+ 476.77%
$34.14 - $78.94 $25.2K - $58.3K
894 $30K
KURA
Kura Oncology, Inc.

Healthcare
2.05K
+ 515.08%
$5.54 - $9.05 $11.4K - $18.6K
2.45K $21K
LZ
Legalzoom.Com, Inc.

Industrials
1.44K
+ 58.46%
$8.3 - $11.18 $12K - $16.1K
3.91K $40K
NUSC
Nuveen Esg Small Cap ETF

ETFs
392
+ 84.48%
$40.43 - $44.52 $15.8K - $17.5K
856 $37K
PSA
Public Storage

Real Estate
74
+ 15.32%
$271.94 - $298.09 $20.1K - $22.1K
557 $160K
TCBI
Texas Capital Bancshares Inc

Financial Services
221
+ 539.02%
$79.46 - $89.73 $17.6K - $19.8K
262 $22K
OC
Owens Corning

Industrials
16
+ 0.41%
$136.56 - $157.69 $2.18K - $2.52K
3.9K $552K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
140
+ 11.99%
$185.65 - $214.38 $26K - $30K
1.31K $262K
BRZE
Braze, Inc.

Technology
620
+ 58.22%
$24.11 - $32.65 $14.9K - $20.2K
1.69K $47K
CRBG
Corebridge Financial, Inc.

Financial Services
578
+ 545.28%
$31.36 - $35.94 $18.1K - $20.8K
684 $21K
EXC
Exelon Corp

Utilities
48
+ 0.5%
$42.73 - $45.54 $2.05K - $2.19K
9.67K $435K
IBRX
Immunity Bio, Inc.

Healthcare
25.5K
+ 10.3%
$2.24 - $3.01 $57.1K - $76.8K
273K $671K
PBF
Pbf Energy Inc.

Energy
121
+ 7.11%
$21.68 - $33.56 $2.62K - $4.06K
1.82K $54K
CORT
Corcept Therapeutics Inc

Healthcare
193
+ 163.56%
$67.17 - $83.9 $13K - $16.2K
311 $25K
OSK
Oshkosh Corp

Industrials
7
+ 0.71%
$118.16 - $143.44 $827 - $1K
999 $129K
CALX
Calix, Inc

Technology
255
+ 139.34%
$50.08 - $64.04 $12.8K - $16.3K
438 $26K
VVV
Valvoline Inc

Energy
475
+ 431.82%
$35.02 - $40.67 $16.6K - $19.3K
585 $21K
CRSP
Crispr Therapeutics Ag

Healthcare
40
+ 4.56%
$48.51 - $68.14 $1.94K - $2.73K
917 $59K
STNG
Scorpio Tankers Inc.

Energy
205
+ 67.88%
$39.9 - $60.85 $8.18K - $12.5K
507 $28K
MAS
Masco Corp

Industrials
168
+ 21.57%
$64.44 - $76.07 $10.8K - $12.8K
947 $66K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
450
+ 4.47%
$4.0 - $5.89 $1.8K - $2.65K
10.5K $54K
FAF
First American Financial Corp

Financial Services
213
+ 32.97%
$54.73 - $68.13 $11.7K - $14.5K
859 $55K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
99
+ 91.67%
$138.08 - $151.2 $13.7K - $15K
207 $31K
CALM
Cal Maine Foods Inc

Consumer Defensive
168
+ 221.05%
$94.1 - $119.16 $15.8K - $20K
244 $22K
COLM
Columbia Sportswear CO

Consumer Cyclical
295
+ 500.0%
$49.3 - $64.28 $14.5K - $19K
354 $18K
HURN
Huron Consulting Group Inc.

Industrials
94
+ 86.24%
$121.98 - $146.77 $11.5K - $13.8K
203 $29K
LAUR
Laureate Education, Inc.

Consumer Defensive
131
+ 9.51%
$22.6 - $31.57 $2.96K - $4.14K
1.51K $47K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
146
+ 27.6%
$14.71 - $34.49 $2.15K - $5.04K
675 $23K
DV
Double Verify Holdings, Inc.

Technology
1.39K
+ 209.95%
$11.86 - $16.27 $16.5K - $22.6K
2.06K $24K
HST
Host Hotels & Resorts, Inc.

Real Estate
786
+ 79.64%
$15.27 - $17.68 $12K - $13.9K
1.77K $30K
PFG
Principal Financial Group Inc

Financial Services
140
+ 18.25%
$75.53 - $82.95 $10.6K - $11.6K
907 $75K
BCO
Brinks CO

Industrials
45
+ 14.42%
$85.19 - $117.52 $3.83K - $5.29K
357 $41K
FMNB
Farmers National Banc Corp

Financial Services
45
+ 0.22%
$13.19 - $15.3 $594 - $689
20.3K $292K
TILE
Interface Inc

Consumer Cyclical
72
+ 4.8%
$20.39 - $29.88 $1.47K - $2.15K
1.57K $45K
RDN
Radian Group Inc

Financial Services
391
+ 193.56%
$32.61 - $37.23 $12.8K - $14.6K
593 $21K
AGX
Argan Inc

Industrials
47
+ 235.0%
$202.53 - $271.07 $9.52K - $12.7K
67 $18K
HRB
H&R Block Inc

Consumer Cyclical
293
+ 134.4%
$49.28 - $56.76 $14.4K - $16.6K
511 $25K
CRC
California Resources Corp

Energy
226
+ 82.48%
$46.11 - $57.82 $10.4K - $13.1K
500 $26K
PLTK
Playtika Holding Corp.

Communication Services
3.87K
+ 282.2%
$3.44 - $5.0 $13.3K - $19.3K
5.24K $20K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
702
+ 332.7%
$17.96 - $19.62 $12.6K - $13.8K
913 $17K
SONO
Sonos Inc

Technology
95
+ 3.86%
$10.36 - $15.8 $984 - $1.5K
2.56K $40K
SYF
Synchrony Financial

Financial Services
58
+ 2.53%
$67.53 - $76.86 $3.92K - $4.46K
2.36K $167K
IBEX
Ibex LTD

Technology
76
+ 8.08%
$27.75 - $42.0 $2.11K - $3.19K
1.02K $41K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.63K
+ 13.12%
$19.08 - $23.53 $31.1K - $38.3K
14K $274K
MTG
Mgic Investment Corp

Financial Services
438
+ 24.73%
$25.06 - $28.92 $11K - $12.7K
2.21K $62K
MMS
Maximus, Inc.

Industrials
88
+ 33.59%
$69.89 - $91.37 $6.15K - $8.04K
350 $31K
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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