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
CIVI
Civitas Resources, Inc.

Energy
367
+ 524.29%
$27.85 - $37.37 $10.2K - $13.7K
437 $14K
VGLT
Vanguard Long Term Treasury Et

ETFs
208
+ 34.55%
$54.21 - $57.41 $11.3K - $11.9K
810 $46K
CACI
Caci International Inc

Technology
28
+ 311.11%
N/A
37 $15K
CVCO
Cavco Industries Inc.

Consumer Cyclical
14
+ 48.28%
$403.12 - $585.63 $5.64K - $8.2K
43 $24K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
46
+ 46.94%
$201.83 - $230.93 $9.28K - $10.6K
144 $31K
SATS
Echo Star Corp

Technology
99
+ 116.47%
$26.33 - $83.57 $2.61K - $8.27K
184 $14K
FFIV
F5, Inc.

Technology
10
+ 3.44%
$290.76 - $334.59 $2.91K - $3.35K
301 $97K
LAMR
Lamar Advertising CO

Real Estate
60
+ 1.4%
$114.98 - $128.82 $6.9K - $7.73K
4.35K $532K
L
Loews Corp

Financial Services
103
+ 73.05%
$89.82 - $100.39 $9.25K - $10.3K
244 $24K
FNDE
Schwab Fundamental Emerging Mk

ETFs
24
+ 0.67%
$33.13 - $36.31 $795 - $871
3.63K $131K
BLOK
Amplify ETF Tr Trnsformational

ETFs
61
+ 8.71%
$56.05 - $67.13 $3.42K - $4.09K
761 $51K
ENR
Energizer Holdings, Inc.

Industrials
446
+ 381.2%
$21.07 - $29.86 $9.4K - $13.3K
563 $14K
NTCT
Netscout Systems Inc

Technology
458
+ 520.45%
$20.77 - $26.06 $9.51K - $11.9K
546 $14K
DNOW
Now Inc.

Energy
825
+ 376.71%
$13.65 - $16.2 $11.3K - $13.4K
1.04K $15K
TENB
Tenable Holdings, Inc.

Technology
1.65K
+ 20.71%
$28.58 - $35.46 $47.3K - $58.7K
9.64K $281K
WCC
Wesco International Inc

Industrials
15
+ 4.48%
$189.22 - $227.19 $2.84K - $3.41K
350 $74K
GFS
Globalfoundries Inc.

Technology
387
+ 91.92%
$31.62 - $41.66 $12.2K - $16.1K
808 $28K
CENTA
Central Garden & Pet Company C

Consumer Defensive
389
+ 12966.67%
$29.53 - $37.27 $11.5K - $14.5K
392 $11K
GMAB
Genmab A/S

Healthcare
334
+ 470.42%
$20.3 - $30.67 $6.78K - $10.2K
405 $12K
LPI
Laredo Petroleum, Inc.

Energy
221
+ 78.37%
N/A
503 $24K
MGRC
Mcgrath Rentcorp

Industrials
24
+ 0.38%
$113.6 - $127.77 $2.73K - $3.07K
6.3K $739K
SJW
Sjw Group

Utilities
212
+ 424.0%
N/A
262 $13K
WWD
Woodward, Inc.

Industrials
33
+ 9.27%
$237.33 - $266.1 $7.83K - $8.78K
389 $98K
ALGM
Allegro Microsystems, Inc.

Technology
378
+ 366.99%
$29.16 - $37.51 $11K - $14.2K
481 $14K
ABC
Amerisourcebergen Corp

Healthcare
60
+ 1.59%
N/A
3.85K $711K
DOCS
Doximity, Inc.

Healthcare
45
+ 6.77%
$57.33 - $75.12 $2.58K - $3.38K
710 $51K
EHC
Encompass Health Corp

Healthcare
63
+ 11.23%
$107.13 - $127.02 $6.75K - $8K
624 $79K
FUBO
Fubo Tv Inc.

Communication Services
2.2K
+ 32.88%
$3.31 - $4.56 $7.28K - $10K
8.89K $36K
DBA
Invesco Db Agriculture Fund

ETFs
401
+ 85.14%
$25.62 - $27.91 $10.3K - $11.2K
872 $23K
JXN
Jackson Financial Inc.

Financial Services
97
+ 107.78%
$84.06 - $103.8 $8.15K - $10.1K
187 $18K
LITE
Lumentum Holdings Inc.

Technology
39
+ 65.0%
$90.44 - $171.5 $3.53K - $6.69K
99 $16K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
118
+ 0.46%
$11.51 - $12.4 $1.36K - $1.46K
26K $319K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
128
+ 224.56%
$89.59 - $104.45 $11.5K - $13.4K
185 $16K
JNK
Spdr Bloomberg High Yield Bond

ETFs
108
+ 8.51%
$96.22 - $98.19 $10.4K - $10.6K
1.38K $134K
STVN
Stevanato Group S.P.A.

Healthcare
416
+ 137.29%
$21.65 - $27.95 $9.01K - $11.6K
719 $18K
BXP
Boston Properties Inc

Real Estate
121
+ 97.58%
$62.11 - $78.93 $7.52K - $9.55K
245 $18K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
67
+ 19.31%
$49.36 - $75.85 $3.31K - $5.08K
414 $27K
MUR
Murphy Oil Corp

Energy
333
+ 246.67%
$22.13 - $30.03 $7.37K - $10K
468 $13K
AOS
Smith A O Corp

Industrials
89
+ 20.99%
$67.24 - $74.3 $5.98K - $6.61K
513 $37K
VLY
Valley National Bancorp

Financial Services
874
+ 227.01%
$9.18 - $11.1 $8.02K - $9.7K
1.26K $13K
ASGN
Asgn Inc

Technology
210
+ 244.19%
$47.05 - $55.65 $9.88K - $11.7K
296 $14K
ATO
Atmos Energy Corp

Utilities
32
+ 12.36%
$151.51 - $170.75 $4.85K - $5.46K
291 $49K
AVNS
Avanos Medical, Inc.

Healthcare
874
+ 221.83%
$9.89 - $12.72 $8.64K - $11.1K
1.27K $14K
FYBR
Frontier Communications Parent, Inc.

Communication Services
220
+ 17.09%
$36.44 - $37.53 $8.02K - $8.26K
1.51K $56K
GPN
Global Payments Inc

Industrials
70
+ 5.08%
$77.61 - $90.01 $5.43K - $6.3K
1.45K $120K
LYTS
Lsi Industries Inc

Technology
202
+ 26.83%
$17.36 - $23.83 $3.51K - $4.81K
955 $22K
LEGN
Legend Biotech Corp

Healthcare
367
+ 76.46%
$32.61 - $44.32 $12K - $16.3K
847 $27K
MTB
M&T Bank Corp

Financial Services
9
+ 0.41%
$183.74 - $204.05 $1.65K - $1.84K
2.22K $438K
LNW
Light & Wonder, Inc.

Consumer Cyclical
126
+ 504.0%
$77.87 - $101.11 $9.81K - $12.7K
151 $12K
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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