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
AMPL
Amplitude, Inc.

Technology
228
+ 5700.0%
$10.72 - $13.29 $2.44K - $3.03K
232 $2K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
59
+ 43.07%
$13.39 - $18.85 $790 - $1.11K
196 $3K
ASTE
Astec Industries Inc

Industrials
24
+ 20.17%
$37.91 - $48.58 $910 - $1.17K
143 $6K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
55
+ 16.57%
$7.47 - $13.14 $411 - $723
387 $4K
BCPC
Balchem Corp

Basic Materials
18
+ 64.29%
$148.82 - $165.12 $2.68K - $2.97K
46 $6K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
115
+ 1.82%
$13.74 - $14.62 $1.58K - $1.68K
6.43K $92K
BRSP
Bright Spire Capital, Inc.

Real Estate
387
+ 2976.92%
$4.91 - $5.94 $1.9K - $2.3K
400 $2K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
160
+ 2.02%
$11.82 - $12.14 $1.89K - $1.94K
8.07K $97K
EXP
Eagle Materials Inc

Basic Materials
6
+ 20.0%
$209.12 - $242.26 $1.25K - $1.45K
36 $8K
ESPR
Esperion Therapeutics, Inc.

Healthcare
656
+ 173.54%
$0.98 - $2.84 $643 - $1.86K
1.03K $2K
GCI
Gannett Co., Inc.

Communication Services
488
+ 1876.92%
$3.54 - $4.38 $1.73K - $2.14K
514 $2K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
1.51K
+ 99.87%
$0.69 - $1.46 $1.04K - $2.21K
3.03K $3K
KRT
Karat Packaging Inc.

Consumer Cyclical
106
+ 25.79%
$23.95 - $29.28 $2.54K - $3.1K
517 $13K
KBH
Kb Home

Consumer Cyclical
23
+ 46.0%
$52.78 - $67.97 $1.21K - $1.56K
73 $4K
TREE
Lending Tree, Inc.

Financial Services
2
+ 2.41%
$37.34 - $76.51 $74.7 - $153
85 $5K
MFA
Mfa Financial, Inc.

Real Estate
294
+ 5880.0%
$9.09 - $10.4 $2.67K - $3.06K
299 $2K
MAX
Media Alpha, Inc.

Communication Services
125
+ 74.4%
$9.56 - $13.41 $1.2K - $1.68K
293 $3K
MD
Mednax, Inc.

Healthcare
72
+ 21.69%
$11.98 - $17.21 $863 - $1.24K
404 $6K
KIND
Nextdoor Holdings, Inc.

Communication Services
747
+ 48.1%
$1.58 - $2.31 $1.18K - $1.73K
2.3K $4K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
190
+ 171.17%
$6.18 - $9.0 $1.17K - $1.71K
301 $2K
SEE
Sealed Air Corp

Consumer Cyclical
3
+ 0.57%
$28.47 - $35.35 $85.4 - $106
528 $18K
SWKS
Skyworks Solutions, Inc.

Technology
7
+ 1.88%
$67.52 - $82.97 $473 - $581
380 $29K
SYNA
Synaptics Inc

Technology
12
+ 7.14%
$59.7 - $74.35 $716 - $892
180 $12K
UFPI
Ufp Industries Inc

Basic Materials
30
+ 49.18%
$91.8 - $108.49 $2.75K - $3.25K
91 $8K
VIR
Vir Biotechnology, Inc.

Healthcare
339
+ 997.06%
$4.28 - $5.93 $1.45K - $2.01K
373 $2K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
17
+ 3.01%
$4.68 - $8.3 $79.6 - $141
581 $4K
RNR
Renaissancere Holdings LTD

Financial Services
5
+ 7.14%
$231.95 - $253.93 $1.16K - $1.27K
75 $19K
SFL
Sfl Corp Ltd.

Industrials
358
+ 52.96%
$7.53 - $9.48 $2.7K - $3.39K
1.03K $7K
VAL
Valaris LTD

Energy
38
+ 69.09%
$43.9 - $52.99 $1.67K - $2.01K
93 $4K
XP
Xp Inc.

Financial Services
122
+ 138.64%
$16.0 - $20.11 $1.95K - $2.45K
210 $3K
CDE
Coeur Mining, Inc.

Basic Materials
48
+ 117.07%
$8.68 - $18.76 $417 - $900
89 $1K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
3
+ 3.53%
$22.39 - $24.07 $67.2 - $72.2
88 $2K
ESS
Essex Property Trust, Inc.

Real Estate
4
+ 2.17%
N/A
188 $51K
FCN
Fti Consulting, Inc

Industrials
1
+ 3.33%
$157.99 - $174.18 $158 - $174
31 $5K
FNKO
Funko, Inc.

Consumer Cyclical
377
+ 2692.86%
$2.46 - $4.86 $927 - $1.83K
391 $1K
LAND
Gladstone Land Corp

Real Estate
137
+ 249.09%
$8.65 - $10.8 $1.19K - $1.48K
192 $1K
GPI
Group 1 Automotive Inc

Consumer Cyclical
3
+ 3.8%
$406.1 - $488.25 $1.22K - $1.46K
82 $35K
GRPN
Groupon, Inc.

Communication Services
68
+ 1360.0%
$21.91 - $37.13 $1.49K - $2.52K
73 $1K
HAIN
Hain Celestial Group Inc

Consumer Defensive
660
+ 2750.0%
$1.44 - $2.15 $950 - $1.42K
684 $1K
HDSN
Hudson Technologies Inc

Basic Materials
8
+ 1.42%
$8.02 - $10.44 $64.2 - $83.5
573 $5K
IYT
Ishares Tr U.S. Transportation

ETFs
1
+ 0.46%
$66.62 - $72.7 $66.6 - $72.7
219 $15K
IEZ
Ishares Tr

ETFs
2
+ 0.63%
$17.13 - $19.92 $34.3 - $39.8
317 $6K
LRMR
Larimar Therapeutics, Inc.

Healthcare
56
+ 2.11%
$2.88 - $5.1 $161 - $286
2.71K $8K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
107
+ 1528.57%
$11.54 - $15.0 $1.23K - $1.61K
114 $1K
MSM
Msc Industrial Direct CO Inc

Industrials
7
+ 7.22%
$84.9 - $92.9 $594 - $650
104 $9K
MOV
Movado Group Inc

Consumer Cyclical
6
+ 5.41%
$15.1 - $20.01 $90.6 - $120
117 $2K
NBHC
National Bank Holdings Corp

Financial Services
27
+ 14.14%
$36.06 - $41.58 $974 - $1.12K
218 $8K
NRC
National Research Corp

Healthcare
64
+ 182.86%
$12.5 - $17.01 $800 - $1.09K
99 $1K
NSA
National Storage Affiliates Trust

Real Estate
32
+ 64.0%
$29.44 - $33.3 $942 - $1.07K
82 $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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