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
DLX
Deluxe Corp

Communication Services
275
+ 157.14%
$15.59 - $20.08 $4.29K - $5.52K
450 $8K
FHN
First Horizon Corp

Financial Services
30
+ 0.83%
$21.16 - $23.23 $635 - $697
3.66K $82K
BEN
Franklin Resources Inc

Financial Services
271
+ 110.61%
$23.13 - $26.03 $6.27K - $7.05K
516 $11K
HWC
Hancock Whitney Corp

Financial Services
25
+ 2.47%
$57.63 - $64.31 $1.44K - $1.61K
1.04K $64K
KELYA
Kelly Services Inc

Industrials
363
+ 34.44%
$12.07 - $14.64 $4.38K - $5.31K
1.42K $18K
KMT
Kennametal Inc

Industrials
287
+ 28700.0%
$19.97 - $25.7 $5.73K - $7.38K
288 $6K
LEN
Lennar Corp

Consumer Cyclical
10
+ 3.48%
$107.73 - $142.4 $1.08K - $1.42K
297 $37K
MSBI
Midland States Bancorp, Inc.

Financial Services
394
+ 667.8%
$16.53 - $19.0 $6.51K - $7.49K
453 $7K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
31
+ 25.62%
$85.86 - $108.21 $2.66K - $3.35K
152 $16K
REVG
Rev Group, Inc.

Industrials
90
+ 76.27%
$46.09 - $63.91 $4.15K - $5.75K
208 $11K
RRX
Regal Rexnord Corp

Industrials
48
+ 12.8%
$137.95 - $159.91 $6.62K - $7.68K
423 $60K
TNDM
Tandem Diabetes Care Inc

Healthcare
591
+ 882.09%
$10.12 - $17.24 $5.98K - $10.2K
658 $7K
VOYA
Voya Financial, Inc.

Financial Services
46
+ 7.21%
$67.31 - $77.62 $3.1K - $3.57K
684 $51K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
271
+ 27.02%
$20.88 - $26.57 $5.66K - $7.2K
1.27K $27K
AGI
Alamos Gold Inc

Basic Materials
100
+ 33.33%
$24.3 - $34.86 $2.43K - $3.49K
400 $13K
ALKT
Alkami Technology, Inc.

Technology
452
+ 47.98%
$20.12 - $30.64 $9.09K - $13.8K
1.39K $34K
ALE
Allete Inc

Utilities
86
+ 64.18%
$62.45 - $66.45 $5.37K - $5.71K
220 $14K
AFG
American Financial Group Inc

Financial Services
26
+ 23.21%
$122.42 - $145.72 $3.18K - $3.79K
138 $20K
ATRO
Astronics Corp

Industrials
102
+ 92.73%
$30.01 - $45.61 $3.06K - $4.65K
212 $9K
AVT
Avnet Inc

Technology
123
+ 24.8%
$49.46 - $56.3 $6.08K - $6.92K
619 $32K
CFFN
Capitol Federal Financial, Inc.

Financial Services
977
+ 230.42%
$5.73 - $6.56 $5.6K - $6.41K
1.4K $8K
THRM
Gentherm Inc

Consumer Cyclical
105
+ 28.15%
$29.73 - $37.17 $3.12K - $3.9K
478 $16K
IOSP
Innospec Inc.

Basic Materials
87
+ 88.78%
$77.06 - $89.32 $6.7K - $7.77K
185 $14K
MHO
M/I Homes, Inc.

Consumer Cyclical
14
+ 11.38%
$111.91 - $157.22 $1.57K - $2.2K
137 $19K
MFC
Manulife Financial Corp

Financial Services
278
+ 10.8%
$29.9 - $32.34 $8.31K - $8.99K
2.85K $88K
REZI
Resideo Technologies, Inc.

Industrials
79
+ 54.86%
$23.08 - $43.18 $1.82K - $3.41K
223 $9K
KRE
Spdr S&P Regional Banking ETF

ETFs
7
+ 0.45%
$58.82 - $66.17 $412 - $463
1.57K $99K
SR
Spire Inc

Utilities
70
+ 137.25%
$72.83 - $81.52 $5.1K - $5.71K
121 $9K
STRA
Strategic Education, Inc.

Consumer Defensive
66
+ 89.19%
$73.87 - $86.09 $4.88K - $5.68K
140 $12K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
135
+ 18.07%
$30.8 - $37.14 $4.16K - $5.01K
882 $29K
BKE
Buckle Inc

Consumer Cyclical
89
+ 2966.67%
$46.95 - $61.58 $4.18K - $5.48K
92 $5K
CCL
Carnival Corp

Consumer Cyclical
123
+ 8.13%
$28.37 - $32.49 $3.49K - $4K
1.64K $47K
CCS
Century Communities, Inc.

Consumer Cyclical
56
+ 31.82%
$56.29 - $69.8 $3.15K - $3.91K
232 $14K
CLH
Clean Harbors Inc

Industrials
20
+ 16.95%
$225.84 - $250.43 $4.52K - $5.01K
138 $32K
DGICA
Donegal Group Inc

Financial Services
219
+ 221.21%
$16.75 - $19.72 $3.67K - $4.32K
318 $6K
FLO
Flowers Foods Inc

Consumer Defensive
397
+ 180.45%
$12.68 - $16.76 $5.03K - $6.65K
617 $8K
HTBK
Heritage Commerce Corp

Financial Services
522
+ 49.9%
$9.25 - $10.69 $4.83K - $5.58K
1.57K $15K
HUBS
Hubspot Inc

Technology
84
+ 21.93%
$420.79 - $560.9 $35.3K - $47.1K
467 $218K
KLIC
Kulicke & Soffa Industries Inc

Technology
51
+ 9.64%
$32.11 - $43.03 $1.64K - $2.19K
580 $23K
MBWM
Mercantile Bank Corp

Financial Services
106
+ 207.84%
$44.05 - $49.92 $4.67K - $5.29K
157 $7K
MORN
Morningstar, Inc.

Financial Services
58
+ 54.21%
$231.72 - $311.89 $13.4K - $18.1K
165 $38K
NJR
New Jersey Resources Corp

Utilities
92
+ 108.24%
$45.05 - $48.15 $4.14K - $4.43K
177 $8K
PB
Prosperity Bancshares Inc

Financial Services
159
+ 10.93%
$65.12 - $74.71 $10.4K - $11.9K
1.61K $107K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
822
+ 77.69%
$3.87 - $5.83 $3.18K - $4.79K
1.88K $8K
ADEA
Adeia Inc.

Technology
20
+ 1.31%
$12.34 - $16.95 $247 - $339
1.55K $26K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3
+ 1.7%
$113.83 - $154.45 $341 - $463
179 $27K
AM
Antero Midstream Corp

Energy
238
+ 83.51%
$16.87 - $19.58 $4.02K - $4.66K
523 $10K
ASB
Associated Banc Corp

Financial Services
190
+ 146.15%
$23.78 - $27.01 $4.52K - $5.13K
320 $8K
BANC
Banc Of California, Inc.

Financial Services
25
+ 1.53%
$14.16 - $17.05 $354 - $426
1.65K $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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