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
CMPR
Cimpress PLC

Communication Services
81
+ 23.68%
$43.33 - $63.47 $3.51K - $5.14K
423 $26K
NVT
N Vent Electric PLC

Industrials
6
+ 1.58%
$72.16 - $100.25 $433 - $602
385 $37K
BY
Byline Bancorp, Inc.

Financial Services
324
+ 60.22%
$25.49 - $29.44 $8.26K - $9.54K
862 $23K
CWT
California Water Service Group

Utilities
193
+ 44.57%
$44.32 - $47.59 $8.55K - $9.18K
626 $28K
HOG
Harley Davidson, Inc.

Consumer Cyclical
268
+ 78.36%
$22.95 - $31.03 $6.15K - $8.32K
610 $17K
NLOK
Norton Life Lock Inc.

Technology
400
+ 48.6%
N/A
1.22K $26K
INT
World Fuel Services Corp

Energy
436
+ 52.85%
N/A
1.26K $27K
IFRA
Ishares Tr

ETFs
1
+ 0.04%
$49.77 - $52.82 $49.8 - $52.8
2.57K $135K
PRDO
Perdoceo Education Corp

Consumer Defensive
179
+ 35.38%
$28.08 - $37.66 $5.03K - $6.74K
685 $25K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
202
+ 127.85%
$42.9 - $46.83 $8.67K - $9.46K
360 $15K
CBSH
Commerce Bancshares Inc

Financial Services
176
+ 20.56%
$58.61 - $66.11 $10.3K - $11.6K
1.03K $61K
DSGX
Descartes Systems Group Inc

Technology
94
+ 72.87%
$94.23 - $107.79 $8.86K - $10.1K
223 $21K
GVA
Granite Construction Inc

Industrials
25
+ 8.36%
$92.28 - $111.29 $2.31K - $2.78K
324 $35K
PEBO
Peoples Bancorp Inc

Financial Services
280
+ 9333.33%
$28.16 - $32.1 $7.88K - $8.99K
283 $8K
SFNC
Simmons First National Corp

Financial Services
425
+ 76.3%
$18.71 - $21.16 $7.95K - $8.99K
982 $18K
VFC
V F Corp

Consumer Cyclical
420
+ 62.22%
$11.66 - $15.56 $4.9K - $6.54K
1.1K $15K
APG
A Pi Group Corp

Industrials
427
+ 105.69%
$33.09 - $36.34 $14.1K - $15.5K
831 $28K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
243
+ 55.61%
$24.04 - $27.04 $5.84K - $6.57K
680 $18K
CNO
Cno Financial Group, Inc.

Financial Services
194
+ 204.21%
$35.49 - $40.41 $6.89K - $7.84K
289 $11K
CNXC
Concentrix Corp

Technology
345
+ 26.44%
$45.94 - $62.0 $15.8K - $21.4K
1.65K $76K
EVRG
Evergy, Inc.

Utilities
57
+ 11.49%
$67.73 - $76.02 $3.86K - $4.33K
553 $42K
JBI
Janus International Group, Inc.

Industrials
490
+ 26.76%
$8.54 - $10.68 $4.18K - $5.23K
2.32K $22K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
1.52K
+ 608.0%
$5.32 - $6.82 $8.09K - $10.4K
1.77K $9K
VRNT
Verint Systems Inc

Technology
231
+ 24.57%
N/A
1.17K $38K
CSTM
Constellium Se

Basic Materials
486
+ 90.33%
$13.08 - $16.36 $6.36K - $7.95K
1.02K $15K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
302
+ 2.77%
$10.18 - $10.96 $3.07K - $3.31K
11.2K $121K
IYR
Ishares Tr

ETFs
13
+ 0.56%
$94.16 - $98.46 $1.22K - $1.28K
2.35K $228K
OHI
Omega Healthcare Investors Inc

Real Estate
100
+ 22.94%
$36.29 - $43.34 $3.63K - $4.33K
536 $22K
ADMA
Adma Biologics, Inc.

Healthcare
795
+ 55.71%
$14.66 - $19.91 $11.7K - $15.8K
2.22K $32K
APA
Apa Corp

Energy
253
+ 91.67%
$18.06 - $24.69 $4.57K - $6.25K
529 $12K
CADE
Cadence Bank

Financial Services
92
+ 17.62%
$33.44 - $38.12 $3.08K - $3.51K
614 $23K
COUR
Coursera, Inc.

Consumer Defensive
142
+ 8.48%
$8.09 - $12.7 $1.15K - $1.8K
1.82K $21K
DUOL
Duolingo, Inc.

Technology
84
+ 36.05%
$271.18 - $403.06 $22.8K - $33.9K
317 $102K
PODD
Insulet Corp

Healthcare
27
+ 12.22%
$277.3 - $352.82 $7.49K - $9.53K
248 $76K
INVH
Invitation Homes Inc.

Real Estate
450
+ 24.93%
$28.9 - $32.78 $13K - $14.8K
2.26K $66K
LEVI
Levi Strauss & CO

Consumer Cyclical
24
+ 1.63%
$18.87 - $23.3 $453 - $559
1.5K $34K
LBRT
Liberty Energy Inc.

Energy
589
+ 5354.55%
$10.02 - $13.25 $5.9K - $7.8K
600 $7K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
115
+ 19.43%
$21.94 - $29.24 $2.52K - $3.36K
707 $20K
NIC
Nicolet Bankshares Inc

Financial Services
44
+ 40.0%
$125.31 - $140.41 $5.51K - $6.18K
154 $20K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
421
+ 2.49%
$7.98 - $8.29 $3.36K - $3.49K
17.3K $142K
OMF
One Main Holdings, Inc.

Financial Services
127
+ 115.45%
$55.61 - $62.61 $7.06K - $7.95K
237 $13K
PTGX
Protagonist Therapeutics, Inc

Healthcare
90
+ 81.82%
$49.7 - $67.42 $4.47K - $6.07K
200 $13K
PCVX
Vaxcyte, Inc.

Healthcare
100
+ 9.75%
$29.67 - $37.37 $2.97K - $3.74K
1.13K $40K
VSAT
Viasat Inc

Technology
50
+ 13.23%
$14.47 - $32.92 $724 - $1.65K
428 $12K
VC
Visteon Corp

Consumer Cyclical
15
+ 7.98%
$98.77 - $128.76 $1.48K - $1.93K
203 $24K
NU
Nu Holdings Ltd.

Financial Services
70
+ 2.79%
$11.92 - $16.3 $834 - $1.14K
2.58K $41K
CBL
Cbl & Associates Properties Inc

Real Estate
212
+ 4240.0%
$25.55 - $32.5 $5.42K - $6.89K
217 $6K
CPT
Camden Property Trust

Real Estate
56
+ 59.57%
$104.05 - $115.69 $5.83K - $6.48K
150 $16K
CRUS
Cirrus Logic, Inc.

Technology
13
+ 6.25%
$97.25 - $127.45 $1.26K - $1.66K
221 $27K
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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