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
Savers Value Vlg Inc
5
+ 0.87%
N/A
577 $0
Site Ctrs Corp
455
+ 9100.0%
N/A
460 $0
Southland Hldgs Inc
5
+ 25.0%
N/A
25 $0
SBSI
Southside Bancshares Inc

Financial Services
12
+ 10.91%
$28.25 - $31.39 $339 - $377
122 $3K
Standardaero Inc
73
+ 51.05%
N/A
216 $0
SXC
Sun Coke Energy, Inc.

Basic Materials
69
+ 627.27%
$7.23 - $8.83 $499 - $609
80 $0
Super Micro Computer Inc
14.2K
+ 4.73%
N/A
315K $0
TMC
Tmc The Metals CO Inc.

Basic Materials
10
+ 100.0%
$4.67 - $8.1 $46.7 - $81
20 $0
Talen Energy Corp
780
+ 1344.83%
N/A
838 $0
TALO
Talos Energy Inc.

Energy
71
+ 1420.0%
$7.79 - $10.24 $553 - $727
76 $0
2023 ETF Series Trust
59.9K
+ 50.35%
N/A
179K $0
TYG
Tortoise Energy Infrastructure Corp

Financial Services
34
+ 2.51%
$42.13 - $44.1 $1.43K - $1.5K
1.39K $59K
TMCI
Treace Medical Concepts, Inc.

Healthcare
73
+ 730.0%
$5.34 - $7.7 $390 - $562
83 $0
UVE
Universal Insurance Holdings, Inc.

Financial Services
31
+ 10.51%
$22.93 - $27.36 $711 - $848
326 $8K
VREX
Varex Imaging Corp

Healthcare
14
+ 700.0%
$6.96 - $12.4 $97.4 - $174
16 $0
Veralto Corp
895
+ 8.83%
N/A
11K $0
WLDN
Willdan Group, Inc.

Industrials
8
+ 400.0%
$63.73 - $120.35 $510 - $963
10 $0
ZG
Zillow Group, Inc.

Communication Services
6
+ 85.71%
$68.95 - $86.76 $414 - $521
13 $0
Zymeworks Inc
1
+ 0.02%
N/A
5K $0
DOX
Amdocs LTD

Technology
11
+ 13.92%
$81.2 - $92.62 $893 - $1.02K
90 $7K
CPRI
Capri Holdings LTD

Consumer Cyclical
7
+ 6.09%
$16.99 - $22.03 $119 - $154
122 $2K
Fidelis Insurance Holdings L
98
+ 326.67%
N/A
128 $0
Flutter Entmt PLC
8
+ 3.57%
N/A
232 $0
Hamilton Insurance Group LTD
251
+ 8366.67%
N/A
254 $0
ICHR
Ichor Holdings, Ltd.

Technology
2
+ 1.43%
$14.06 - $23.75 $28.1 - $47.5
142 $2K
JRVR
James River Group Holdings, Ltd.

Financial Services
207
+ 7.91%
$5.08 - $6.0 $1.05K - $1.24K
2.82K $15K
Lifezone Metals Limited
6
+ 17.14%
N/A
41 $0
Mac Copper Limited
20
+ 15.04%
N/A
153 $0
Liberty Global LTD
6.76K
+ 39.57%
N/A
23.8K $0
Liberty Global LTD
973
+ 2.66%
N/A
37.5K $0
Noble Corp PLC
17
+ 0.87%
N/A
1.97K $0
Paysafe Limited
324
+ 311.54%
N/A
428 $0
PRTA
Prothena Corp Public LTD CO

Healthcare
17
+ 425.0%
$6.22 - $9.76 $106 - $166
21 $0
Teekay Tankers LTD
35
+ 14.96%
N/A
269 $0
Bunge Global Sa
6
+ 3.24%
N/A
191 $0
ONON
On Holding Ag

Consumer Cyclical
137
+ 24.46%
$42.35 - $54.36 $5.8K - $7.45K
697 $29K
Birkenstock Holding PLC
173
+ 16.31%
N/A
1.23K $0
Pagaya Technologies LTD
3
+ 75.0%
N/A
7 $0
Nebius Group N.V.
265
+ 5.31%
N/A
5.25K $0
Imperial Pete Inc
10
+ 333.33%
N/A
13 $0
DLR
Digital Realty Trust, Inc.

Real Estate
16
+ 0.65%
$161.21 - $180.02 $2.58K - $2.88K
2.48K $428K
NWL
Newell Brands Inc.

Consumer Defensive
66
+ 1.21%
$4.76 - $6.39 $314 - $422
5.5K $28K
NRIM
Northrim Bancorp Inc

Financial Services
387
+ 300.0%
$21.72 - $99.49 $8.41K - $38.5K
516 $11K
ON
On Semiconductor Corp

Technology
9
+ 2.32%
$46.98 - $62.45 $423 - $562
397 $19K
CTO
Cto Realty Growth, Inc.

Real Estate
2
+ 0.37%
$15.89 - $17.75 $31.8 - $35.5
539 $8K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
8
+ 2.39%
$11.59 - $12.29 $92.7 - $98.3
343 $3K
IRDM
Iridium Communications Inc.

Communication Services
17
+ 16.19%
$17.28 - $32.43 $294 - $551
122 $2K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
2
+ 2.22%
$118.35 - $142.11 $237 - $284
92 $11K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
4
+ 2.9%
$98.64 - $113.55 $395 - $454
142 $14K
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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