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
ONB
Old National Bancorp

Financial Services
10
+ 0.9%
$20.4 - $23.47 $204 - $235
1.12K $24K
ORA
Ormat Technologies, Inc.

Utilities
2
+ 3.77%
$84.64 - $96.25 $169 - $193
55 $5K
RIO
Rio Tinto PLC

Basic Materials
3
+ 3.03%
$57.66 - $66.01 $173 - $198
102 $6K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
4
+ 13.79%
$62.21 - $69.26 $249 - $277
33 $2K
UA
Under Armour Inc Cl C

Consumer Cyclical
317
+ 704.44%
$4.66 - $6.93 $1.48K - $2.2K
362 $1K
VICR
Vicor Corp

Technology
14
+ 48.28%
$43.84 - $54.72 $614 - $766
43 $2K
WASH
Washington Trust Bancorp Inc

Financial Services
10
+ 5.85%
$26.43 - $30.54 $264 - $305
181 $5K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
355
+ 32.87%
$20.56 - $31.65 $7.3K - $11.2K
1.44K $30K
WYNN
Wynn Resorts LTD

Consumer Cyclical
6
+ 100.0%
$101.96 - $132.43 $612 - $795
12 $1K
ABM
Abm Industries Inc

Industrials
28
+ 7.02%
$44.78 - $49.66 $1.25K - $1.39K
427 $19K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
52
+ 31.14%
$10.5 - $12.99 $546 - $675
219 $2K
AVAV
Aero Vironment Inc

Industrials
1
+ 2.5%
$226.08 - $314.89 $226 - $315
41 $12K
AA
Alcoa Corp

Basic Materials
2
+ 0.58%
$28.4 - $33.85 $56.8 - $67.7
349 $11K
ALEC
Alector, Inc.

Healthcare
130
+ 40.25%
$1.42 - $3.18 $185 - $413
453 $1K
BDC
Belden Inc.

Technology
3
+ 1.78%
$115.58 - $133.49 $347 - $400
172 $20K
BRY
Berry Corp (Bry)

Energy
217
+ 44.56%
$2.8 - $4.11 $608 - $892
704 $2K
BLKB
Blackbaud Inc

Technology
19
+ 47.5%
$61.35 - $71.61 $1.17K - $1.36K
59 $3K
BIGZ
Black Rock Innovation & Growth Trust
223
+ 1.75%
N/A
12.9K $85K
CDAY
Ceridian Hcm Holding Inc.

Technology
15
+ 10.0%
N/A
165 $10K
YOU
Clear Secure, Inc.

Technology
15
+ 7.98%
$27.98 - $38.03 $420 - $570
203 $6K
CWENA
Clearway Energy Inc Cl A
46
+ 7.5%
N/A
659 $22K
CTKB
Cytek Biosciences, Inc.

Healthcare
448
+ 71.45%
$3.1 - $4.17 $1.39K - $1.87K
1.08K $3K
ACT
Enact Holdings, Inc.

Financial Services
23
+ 8.04%
$34.39 - $39.23 $791 - $902
309 $11K
NPO
Enpro Industries, Inc

Industrials
1
+ 5.88%
$195.22 - $231.56 $195 - $232
18 $4K
ENVA
Enova International, Inc.

Financial Services
8
+ 266.67%
$100.56 - $127.32 $804 - $1.02K
11 $1K
FATE
Fate Therapeutics Inc

Healthcare
644
+ 100.31%
$0.92 - $1.3 $592 - $837
1.29K $1K
GXO
Gxo Logistics, Inc.

Industrials
9
+ 7.44%
$48.07 - $54.59 $433 - $491
130 $6K
GBCI
Glacier Bancorp, Inc.

Financial Services
7
+ 6.86%
$42.86 - $50.13 $300 - $351
109 $5K
PEAK
Healthpeak Properties, Inc.

Real Estate
70
+ 10.59%
N/A
731 $13K
IPGP
Ipg Photonics Corp

Technology
13
+ 36.11%
$71.05 - $84.98 $924 - $1.1K
49 $3K
IAS
Integral Ad Science Holding Corp.

Communication Services
81
+ 39.32%
$7.84 - $10.22 $635 - $828
287 $2K
JELD
Jeld Wen Holding, Inc.

Industrials
289
+ 2408.33%
$4.13 - $6.76 $1.19K - $1.95K
301 $1K
KRNY
Kearny Financial Corp.

Financial Services
134
+ 31.24%
$5.85 - $6.95 $784 - $931
563 $3K
TAP
Molson Coors Beverage CO

Consumer Defensive
22
+ 12.09%
$44.09 - $52.81 $970 - $1.16K
204 $9K
CNXN
Pc Connection Inc

Technology
15
+ 44.12%
$58.97 - $67.71 $885 - $1.02K
49 $3K
PNM
Pnm Resources Inc

Utilities
25
+ 30.86%
N/A
106 $4K
PRCT
Procept Bio Robotics Corp

Healthcare
237
+ 65.83%
$35.69 - $60.06 $8.46K - $14.2K
597 $21K
QCRH
Qcr Holdings Inc

Financial Services
1
+ 1.41%
$69.91 - $80.74 $69.9 - $80.7
72 $5K
RBB
Rbb Bancorp

Financial Services
37
+ 148.0%
N/A
62 $1K
RMR
Rmr Group Inc.

Real Estate
115
+ 5750.0%
$15.46 - $17.72 $1.78K - $2.04K
117 $1K
RLAY
Relay Therapeutics, Inc.

Healthcare
290
+ 2230.77%
$3.22 - $5.22 $934 - $1.51K
303 $1K
EBND
Spdr Bloomberg Emerging Market

ETFs
11
+ 11.83%
$20.95 - $21.57 $230 - $237
104 $2K
SD
Sandridge Energy Inc

Energy
83
+ 754.55%
$10.0 - $12.1 $830 - $1K
94 $1K
SVC
Service Properties Trust

Real Estate
252
+ 144.0%
$2.28 - $3.04 $575 - $766
427 $1K
TH
Target Hospitality Corp.

Industrials
27
+ 24.32%
$7.2 - $9.14 $194 - $247
138 $1K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3
+ 1.76%
$17.13 - $17.98 $51.4 - $53.9
173 $3K
WSBF
Waterstone Financial, Inc.

Financial Services
38
+ 59.38%
$13.19 - $16.26 $501 - $618
102 $1K
YEXT
Yext, Inc.

Technology
12
+ 0.64%
$7.73 - $9.16 $92.8 - $110
1.89K $16K
AMBA
Ambarella Inc

Technology
19
+ 475.0%
$62.49 - $88.81 $1.19K - $1.69K
23 $1K
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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