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
OZK
Bank Ozk

Financial Services
21
+ 1.93%
$47.4 - $53.14 $995 - $1.12K
1.11K $56K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
758
+ 21.63%
$2.79 - $3.95 $2.11K - $2.99K
4.26K $14K
MATX
Matson, Inc.

Industrials
85
+ 31.95%
$98.59 - $116.3 $8.38K - $9.89K
351 $34K
COOP
Mr. Cooper Group Inc.

Financial Services
3
+ 3.7%
$143.29 - $220.9 $430 - $663
84 $17K
MYGN
Myriad Genetics Inc

Healthcare
424
+ 48.4%
$3.84 - $7.84 $1.63K - $3.32K
1.3K $9K
NTGR
Netgear, Inc.

Technology
135
+ 245.45%
$22.5 - $32.39 $3.04K - $4.37K
190 $6K
LASR
Nlight, Inc.

Technology
178
+ 1186.67%
$18.28 - $31.55 $3.25K - $5.62K
193 $5K
PTCT
Ptc Therapeutics, Inc.

Healthcare
68
+ 123.64%
$43.3 - $62.88 $2.94K - $4.28K
123 $7K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
4
+ 0.45%
$128.17 - $135.14 $513 - $541
902 $120K
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.83%
$90.54 - $121.36 $181 - $243
242 $29K
THS
Tree House Foods, Inc.

Consumer Defensive
219
+ 31.69%
$15.91 - $21.44 $3.48K - $4.7K
910 $18K
TPB
Turning Point Brands, Inc.

Consumer Defensive
30
+ 30.0%
$71.37 - $102.95 $2.14K - $3.09K
130 $12K
DEW
Wisdomtree Tr Global High Divi

ETFs
9
+ 0.65%
$57.31 - $60.64 $516 - $546
1.39K $83K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
39
+ 11.24%
$30.3 - $40.15 $1.18K - $1.57K
386 $15K
ST
Sensata Technologies Holding PLC

Technology
185
+ 26.5%
$29.37 - $33.52 $5.43K - $6.2K
883 $26K
DHT
Dht Holdings, Inc.

Energy
389
+ 74.1%
$10.72 - $12.95 $4.17K - $5.04K
914 $10K
INSW
International Seaways, Inc.

Energy
20
+ 4.71%
$37.03 - $49.12 $741 - $982
445 $20K
ICFI
Icf International, Inc.

Industrials
34
+ 28.1%
$82.78 - $100.58 $2.81K - $3.42K
155 $14K
CRL
Charles River Laboratories International, Inc.

Healthcare
25
+ 119.05%
$145.57 - $178.99 $3.64K - $4.47K
46 $7K
DRH
Diamond Rock Hospitality CO

Real Estate
559
+ 183.88%
$7.57 - $8.6 $4.23K - $4.81K
863 $6K
DOCU
Docusign, Inc.

Technology
202
+ 12.1%
$67.14 - $85.01 $13.6K - $17.2K
1.87K $134K
EXLS
Exl Service Holdings, Inc.

Technology
87
+ 12.93%
$41.4 - $45.43 $3.6K - $3.95K
760 $33K
THFF
First Financial Corp

Financial Services
76
+ 92.68%
$52.44 - $59.93 $3.99K - $4.55K
158 $8K
FOR
Forestar Group Inc.

Real Estate
81
+ 25.71%
$20.87 - $28.72 $1.69K - $2.33K
396 $10K
GFF
Griffon Corp

Industrials
40
+ 10.23%
$67.97 - $82.65 $2.72K - $3.31K
431 $32K
HAFC
Hanmi Financial Corp

Financial Services
156
+ 34.29%
$22.37 - $26.52 $3.49K - $4.14K
611 $15K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
173
+ 56.54%
$26.76 - $38.05 $4.63K - $6.58K
479 $13K
HTH
Hilltop Holdings Inc.

Financial Services
103
+ 28.37%
$29.57 - $35.74 $3.05K - $3.68K
466 $15K
LEA
Lear Corp

Consumer Cyclical
26
+ 13.76%
$92.93 - $112.75 $2.42K - $2.93K
215 $21K
MCY
Mercury General Corp

Financial Services
43
+ 860.0%
$65.82 - $84.78 $2.83K - $3.65K
48 $4K
FIZZ
National Beverage Corp

Consumer Defensive
138
+ 69.0%
$36.54 - $47.69 $5.04K - $6.58K
338 $12K
CHRD
Oasis Petroleum Inc.

Energy
15
+ 1.46%
$99.37 - $114.13 $1.49K - $1.71K
1.04K $103K
PNW
Pinnacle West Capital Corp

Utilities
42
+ 25.15%
$85.87 - $94.45 $3.61K - $3.97K
209 $18K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
36
+ 4.85%
$14.51 - $22.53 $522 - $811
778 $15K
SCHL
Scholastic Corp

Communication Services
136
+ 116.24%
$21.03 - $27.56 $2.86K - $3.75K
253 $6K
SSTK
Shutterstock, Inc.

Communication Services
95
+ 8.41%
$18.17 - $22.02 $1.73K - $2.09K
1.23K $25K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
32
+ 12.7%
$35.21 - $46.94 $1.13K - $1.5K
284 $12K
UFCS
United Fire Group Inc

Financial Services
131
+ 113.91%
$26.11 - $32.5 $3.42K - $4.26K
246 $7K
WRLD
World Acceptance Corp

Financial Services
24
+ 2400.0%
$154.36 - $184.43 $3.7K - $4.43K
25 $4K
ACCO
Acco Brands Corp

Industrials
1.01K
+ 270.97%
$3.44 - $4.2 $3.47K - $4.23K
1.38K $5K
ALLY
Ally Financial Inc.

Financial Services
100
+ 24.88%
$36.95 - $44.58 $3.7K - $4.46K
502 $19K
ATEC
Alphatec Holdings, Inc.

Healthcare
87
+ 11.52%
$10.31 - $16.55 $897 - $1.44K
842 $12K
AAL
American Airlines Group Inc.

Industrials
354
+ 40.18%
N/A
1.24K $13K
BKU
Bank United, Inc.

Financial Services
85
+ 21.2%
$35.63 - $39.55 $3.03K - $3.36K
486 $18K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
176
+ 1.32%
$10.81 - $11.15 $1.9K - $1.96K
13.5K $149K
BCC
Boise Cascade CO

Basic Materials
52
+ 260.0%
$76.61 - $93.75 $3.98K - $4.88K
72 $5K
AI
C3.Ai, Inc.

Technology
863
+ 58.04%
$15.46 - $29.16 $13.3K - $25.2K
2.35K $40K
CVI
Cvr Energy Inc

Energy
5
+ 1.24%
$24.93 - $36.82 $125 - $184
409 $14K
CNP
Centerpoint Energy Inc

Utilities
63
+ 11.19%
$35.77 - $39.16 $2.25K - $2.47K
626 $24K
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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