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
Forge Global Holdings Inc
25
+ 2500.0%
N/A
26 $0
Ge Healthcare Technologies I
336
+ 5.26%
N/A
6.73K $0
Ge Vernova Inc
20
+ 0.21%
N/A
9.59K $0
Gsk PLC
170
+ 1.04%
N/A
16.5K $0
Guardian Pharmacy Svcs Inc
814
+ 1115.07%
N/A
887 $0
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
5
+ 14.71%
$41.81 - $51.72 $209 - $259
39 $1K
INFA
Informatica Inc.

Technology
7
+ 9.59%
$24.21 - $24.95 $169 - $175
80 $1K
III
Information Services Group Inc.

Technology
3
+ 2.4%
$4.2 - $5.97 $12.6 - $17.9
128 $0
IIPR
Innovative Industrial Properties Inc

Real Estate
5
+ 5.0%
$45.83 - $58.26 $229 - $291
105 $5K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
5.81K
+ 1076.48%
N/A
6.35K $0
Ishares Tr
19.7K
+ 2.23%
N/A
902K $0
Ishares Bitcoin Trust ETF
8.7K
+ 24.91%
N/A
43.6K $0
Ishares Ethereum Tr
8.94K
+ 721.05%
N/A
10.2K $0
Ispire Technology Inc
30
+ 125.0%
N/A
54 $0
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1
+ 2.86%
$64.75 - $69.05 $64.8 - $69.1
36 $2K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
30
+ 142.86%
$8.77 - $9.87 $263 - $296
51 $0
Kenvue Inc
1.64K
+ 3.17%
N/A
53.3K $0
KRC
Kilroy Realty Corp

Real Estate
2
+ 3.08%
$34.55 - $44.44 $69.1 - $88.9
67 $2K
DRS
Leonardo Drs, Inc.
581
+ 564.08%
N/A
684 $0
Lithium Amers Corp New
500
+ 1000.0%
N/A
550 $0
Loar Holdings Inc
1
+ 11.11%
N/A
10 $0
Masterbrand Inc
403
+ 33.84%
N/A
1.59K $0
Metsera Inc
1.86K
+ 62133.33%
N/A
1.87K $0
MRNA
Moderna, Inc.

Healthcare
21
+ 19.27%
$23.51 - $34.67 $494 - $728
130 $3K
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
10
+ 40.0%
$4.19 - $7.49 $41.9 - $74.9
35 $0
NABL
N Able, Inc.

Technology
35
+ 11.59%
$7.26 - $8.45 $254 - $296
337 $2K
Ncr Atleos Corporation
20
+ 105.26%
N/A
39 $0
Nextracker Inc
90
+ 6.41%
N/A
1.49K $0
NFBK
Northfield Bancorp, Inc.

Financial Services
3
+ 4.69%
$10.4 - $12.22 $31.2 - $36.7
67 $0
ZEUS
Olympic Steel Inc

Basic Materials
25
+ 39.06%
$30.05 - $35.46 $751 - $887
89 $2K
OBNK
Origin Bancorp, Inc.

Financial Services
5
+ 5.1%
N/A
103 $3K
PCB
Pcb Bancorp

Financial Services
8
+ 27.59%
$20.21 - $22.39 $162 - $179
37 $0
PD
Pager Duty, Inc.

Technology
13
+ 1300.0%
$14.62 - $17.17 $190 - $223
14 $0
PLMR
Palomar Holdings, Inc.

Financial Services
94
+ 31.02%
$112.26 - $148.79 $10.6K - $14K
397 $46K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
30
+ 3.14%
$11.79 - $13.23 $354 - $397
985 $12K
PR
Permian Resources Corporation

Energy
49
+ 5.51%
$12.8 - $14.51 $627 - $711
938 $12K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
9
+ 1.46%
$11.84 - $13.45 $107 - $121
624 $7K
Pimco ETF Tr
7.84K
+ 3.34%
N/A
243K $0
Priority Technology Hldgs In
297
+ 2284.62%
N/A
310 $0
PGNY
Progyny, Inc.

Healthcare
28
+ 4.95%
$21.24 - $24.27 $595 - $680
594 $12K
QNST
Quinstreet, Inc

Communication Services
7
+ 3.47%
$14.51 - $17.12 $102 - $120
209 $3K
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
7
+ 63.64%
$25.8 - $41.03 $181 - $287
18 $0
RNGR
Ranger Energy Services, Inc.

Energy
47
+ 783.33%
$11.28 - $14.72 $530 - $692
53 $0
HOUS
Anywhere Real Estate Inc.

Real Estate
2
+ 200.0%
$3.64 - $10.94 $7.28 - $21.9
3 $0
RRBI
Red River Bancshares Inc

Financial Services
5
+ 62.5%
$58.77 - $67.87 $294 - $339
13 $0
Reddit Inc
1.53K
+ 2940.38%
N/A
1.58K $0
Neos ETF Trust
12.9K
+ 26.78%
N/A
60.8K $0
Neos ETF Trust
49K
+ 6.59%
N/A
793K $0
Sandisk Corp
550
+ 39.94%
N/A
1.93K $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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