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
ABG
Asbury Automotive Group Inc

Consumer Cyclical
14
+ 66.67%
$220.33 - $265.97 $3.08K - $3.72K
35 $8K
AUR
Aurora Innovation, Inc.

Technology
18
+ 0.11%
$5.05 - $6.56 $90.9 - $118
16.7K $90K
BLBD
Blue Bird Corp

Consumer Cyclical
35
+ 40.7%
$42.75 - $60.86 $1.5K - $2.13K
121 $6K
BLDR
Builders First Source, Inc.

Industrials
16
+ 7.37%
$116.91 - $149.21 $1.87K - $2.39K
233 $28K
EVER
Ever Quote, Inc.

Communication Services
164
+ 16.29%
$22.61 - $25.87 $3.71K - $4.24K
1.17K $27K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
120
+ 31.25%
$19.02 - $28.4 $2.28K - $3.41K
504 $12K
IEX
Idex Corp

Industrials
24
+ 27.59%
$157.53 - $185.69 $3.78K - $4.46K
111 $18K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$20.38 - $21.7 $20.4 - $21.7
5.07K $106K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
2
+ 0.54%
$71.75 - $79.74 $144 - $159
374 $29K
KRG
Kite Realty Group Trust

Real Estate
126
+ 63.64%
$20.94 - $23.26 $2.64K - $2.93K
324 $7K
MKTX
Marketaxess Holdings Inc

Financial Services
109
+ 32.73%
$174.25 - $223.11 $19K - $24.3K
442 $77K
MXL
Maxlinear Inc

Technology
113
+ 24.15%
$14.2 - $17.31 $1.6K - $1.96K
581 $9K
PBPB
Potbelly Corp

Consumer Cyclical
183
+ 610.0%
$11.48 - $17.05 $2.1K - $3.12K
213 $3K
SHC
Sotera Health CO

Healthcare
59
+ 12.14%
$11.01 - $16.5 $650 - $974
545 $8K
STGW
Stagwell Inc

Communication Services
32
+ 1.32%
$4.53 - $5.76 $145 - $184
2.45K $13K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
714
+ 242.03%
$3.51 - $4.74 $2.51K - $3.38K
1.01K $4K
LPG
Dorian Lpg Ltd.

Energy
17
+ 3.15%
$24.6 - $32.7 $418 - $556
556 $16K
CSGS
Csg Systems International Inc

Technology
23
+ 85.19%
$60.77 - $67.01 $1.4K - $1.54K
50 $3K
CDXC
Chroma Dex Corp.

Healthcare
267
+ 55.28%
N/A
750 $4K
CUZ
Cousins Properties Inc

Real Estate
103
+ 18.73%
$26.53 - $29.82 $2.73K - $3.07K
653 $18K
EGHT
8 X8 Inc

Technology
1.19K
+ 29775.0%
$1.75 - $2.31 $2.08K - $2.75K
1.2K $2K
PLUS
Eplus Inc

Technology
26
+ 260.0%
$62.28 - $76.08 $1.62K - $1.98K
36 $2K
FUL
Fuller H B CO

Basic Materials
34
+ 49.28%
$55.6 - $64.06 $1.89K - $2.18K
103 $6K
GTX
Garrett Motion Inc.

Consumer Cyclical
75
+ 86.21%
$10.72 - $13.99 $804 - $1.05K
162 $2K
GHC
Graham Holdings CO

Consumer Defensive
1
+ 33.33%
$882.65 - $1184.8 $883 - $1.18K
4 $4K
GTN
Gray Television Inc

Communication Services
34
+ 2.65%
$4.13 - $6.24 $140 - $212
1.32K $7K
HOLX
Hologic Inc

Healthcare
11
+ 1.85%
$63.26 - $68.98 $696 - $759
606 $40K
IBOC
International Bancshares Corp

Financial Services
18
+ 11.25%
$67.44 - $72.68 $1.21K - $1.31K
178 $12K
IYE
Ishares Tr

ETFs
6
+ 0.71%
$44.83 - $48.91 $269 - $293
851 $40K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
29
+ 45.31%
$30.6 - $42.37 $887 - $1.23K
93 $3K
KROS
Keros Therapeutics, Inc.

Healthcare
81
+ 68.07%
$13.34 - $16.05 $1.08K - $1.3K
200 $3K
KRYS
Krystal Biotech, Inc.

Healthcare
9
+ 37.5%
$134.94 - $176.75 $1.21K - $1.59K
33 $5K
NWBI
Northwest Bancshares, Inc.

Financial Services
173
+ 7.15%
$11.5 - $13.53 $1.99K - $2.34K
2.59K $32K
OIS
Oil States International, Inc

Energy
355
+ 1075.76%
$4.88 - $6.33 $1.73K - $2.25K
388 $2K
PLAB
Photronics Inc

Technology
1
+ 0.18%
$19.16 - $25.06 $19.2 - $25.1
542 $12K
PII
Polaris Inc.

Consumer Cyclical
8
+ 12.9%
$44.87 - $59.95 $359 - $480
70 $4K
PRLB
Proto Labs Inc

Industrials
9
+ 12.68%
$38.74 - $51.02 $349 - $459
80 $4K
PEG
Public Service Enterprise Group Inc

Utilities
43
+ 1.69%
$79.99 - $90.14 $3.44K - $3.88K
2.58K $215K
REG
Regency Centers Corp

Real Estate
13
+ 3.13%
$68.62 - $73.81 $892 - $960
428 $31K
STBA
S&T Bancorp Inc

Financial Services
47
+ 33.57%
$35.73 - $40.0 $1.68K - $1.88K
187 $7K
SANM
Sanmina Corp

Technology
5
+ 10.2%
$95.79 - $123.84 $479 - $619
54 $6K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18
+ 0.54%
$22.9 - $23.58 $412 - $424
3.37K $79K
TNC
Tennant CO

Industrials
25
+ 208.33%
$79.52 - $85.34 $1.99K - $2.13K
37 $2K
WMG
Warner Music Group Corp.

Communication Services
33
+ 27.27%
$27.83 - $34.24 $918 - $1.13K
154 $5K
WBS
Webster Financial Corp

Financial Services
18
+ 6.55%
$55.19 - $62.92 $993 - $1.13K
293 $17K
AZZ
Azz Inc

Industrials
4
+ 3.25%
$96.74 - $119.54 $387 - $478
127 $13K
ACIW
Aci Worldwide, Inc.

Technology
33
+ 35.11%
$40.74 - $52.9 $1.34K - $1.75K
127 $6K
AMSF
Amerisafe Inc

Financial Services
54
+ 24.88%
N/A
271 $11K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
174
+ 669.23%
$7.82 - $10.09 $1.36K - $1.76K
200 $2K
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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