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
Smithfield Foods Inc
22
+ 2200.0%
N/A
23 $0
SFST
Southern First Bancshares Inc

Financial Services
1
+ 8.33%
$38.64 - $45.54 $38.6 - $45.5
13 $0
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
44
+ 11.61%
$10.3 - $13.65 $453 - $601
423 $4K
TSBK
Timberland Bancorp Inc

Financial Services
7
+ 87.5%
$30.97 - $36.62 $217 - $256
15 $0
Vanguard Wellington Fd
4.9K
+ 39.48%
N/A
17.3K $0
Vanguard Mun Bd Fds
1.01K
+ 10.58%
N/A
10.6K $0
VIAV
Viavi Solutions Inc.

Technology
54
+ 1800.0%
$9.76 - $12.69 $527 - $685
57 $0
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
1
+ 0.28%
$12.48 - $14.83 $12.5 - $14.8
359 $4K
AGCO
Agco Corp

Industrials
3
+ 4.29%
$106.41 - $117.97 $319 - $354
73 $7K
Angi Inc
331
+ 466.2%
N/A
402 $0
ASTS
Ast Space Mobile, Inc.

Communication Services
5
+ 35.71%
$36.91 - $60.06 $185 - $300
19 $0
ADTN
Adtran Inc

Technology
29
+ 2900.0%
$8.09 - $10.61 $235 - $308
30 $0
ASLE
Aer Sale Corp

Industrials
16
+ 42.11%
$5.69 - $9.0 $91 - $144
54 $0
Alerus Finl Corp
160
+ 275.86%
N/A
218 $0
AMTB
Amerant Bancorp Inc.

Financial Services
14
+ 19.72%
$18.56 - $21.65 $260 - $303
85 $1K
AMH
American Homes 4 Rent

Real Estate
56
+ 12.33%
$32.47 - $36.74 $1.82K - $2.06K
510 $16K
AWR
American States Water CO

Utilities
24
+ 3.83%
$71.48 - $77.99 $1.72K - $1.87K
650 $47K
ATLO
Ames National Corp

Financial Services
9
+ 50.0%
$17.9 - $20.71 $161 - $186
27 $0
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3
+ 1.36%
$42.39 - $44.63 $127 - $134
223 $9K
Annaly Capital Management In
452
+ 10.91%
N/A
4.6K $0
APLE
Apple Hospitality Reit, Inc.

Real Estate
35
+ 350.0%
$11.53 - $13.17 $404 - $461
45 $0
Arista Networks Inc
652
+ 1.53%
N/A
43.3K $0
ARVN
Arvinas, Inc.

Healthcare
31
+ 206.67%
$6.24 - $8.53 $193 - $264
46 $0
ASPN
Aspen Aerogels Inc

Industrials
8
+ 66.67%
$6.0 - $8.26 $48 - $66.1
20 $0
Astera Labs Inc
76
+ 13.57%
N/A
636 $0
Atlassian Corporation
83
+ 20.49%
N/A
488 $0
CAR
Avis Budget Group, Inc.

Industrials
1
+ 4.76%
$147.94 - $207.55 $148 - $208
22 $3K
BAND
Bandwidth Inc.

Technology
12
+ 38.71%
$13.1 - $18.29 $157 - $219
43 $0
BMRC
Bank Of Marin Bancorp

Financial Services
6
+ 600.0%
$21.87 - $25.83 $131 - $155
7 $0
BVS
Bioventus Inc.

Healthcare
57
+ 2850.0%
$6.14 - $7.64 $350 - $435
59 $0
Blackrock Inc
314
+ 7.96%
N/A
4.26K $0
BRX
Brixmor Property Group Inc.

Real Estate
15
+ 3.02%
N/A
511 $11K
Brookfield Corp
7
+ 0.13%
N/A
5.38K $0
BMBL
Bumble Inc.

Technology
82
+ 10.26%
$6.07 - $8.57 $498 - $703
881 $5K
BHRB
Burke Herbert Finl Svcs Corp C
24
+ 72.73%
N/A
57 $0
CWH
Camping World Holdings, Inc.

Consumer Cyclical
36
+ 3600.0%
$13.84 - $19.11 $498 - $688
37 $0
Canadian Pacific Kansas City
1
+ 0.01%
N/A
13.4K $0
Dave Inc
1
+ 1.02%
N/A
99 $0
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
36
+ 1200.0%
$5.8 - $7.59 $209 - $273
39 $0
DH
Definitive Healthcare Corp.

Healthcare
20
+ 9.66%
$3.52 - $4.3 $70.4 - $86
227 $0
APPS
Digital Turbine, Inc.

Technology
103
+ 51.24%
$3.86 - $6.4 $398 - $659
304 $1K
DX
Dynex Capital Inc

Real Estate
1
+ 0.12%
$11.85 - $12.93 $11.9 - $12.9
821 $10K
ENTA
Enanta Pharmaceuticals Inc

Healthcare
47
+ 522.22%
$6.49 - $15.16 $305 - $713
56 $0
TRDA
Entrada Therapeutics, Inc.

Healthcare
102
+ 784.62%
$5.02 - $7.57 $512 - $772
115 $0
EWCZ
European Wax Center, Inc.

Consumer Defensive
204
+ 1360.0%
$3.72 - $5.8 $759 - $1.18K
219 $0
Ferguson Enterprises Inc
31
+ 8.88%
N/A
380 $0
FDBC
Fidelity D & D Bancorp Inc

Financial Services
3
+ 75.0%
$39.75 - $49.08 $119 - $147
7 $0
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1
+ 2.86%
$49.05 - $49.99 $49.1 - $50
36 $1K
LAB
Standard Biotools Inc.

Healthcare
2
+ 0.94%
$1.2 - $1.47 $2.4 - $2.94
215 $0
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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