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
NBIX
Neurocrine Biosciences Inc

Healthcare
582
+ 79.51%
$123.98 - $146.67 $72.2K - $85.4K
1.31K $184K
SNOW
Snowflake Inc.

Technology
353
+ 6.4%
$191.73 - $241.0 $67.7K - $85.1K
5.87K $1.32M
FNDX
Schwab Fundamental U S Large C

ETFs
3.29K
+ 219.0%
$24.38 - $26.34 $80.1K - $86.5K
4.79K $125K
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.2K
+ 12.35%
$40.15 - $43.86 $48.2K - $52.6K
10.9K $477K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.35K
+ 11.14%
N/A
13.5K $874K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.61K
+ 17.97%
$23.13 - $23.54 $83.5K - $85K
23.7K $556K
OVV
Ovintiv Inc.

Energy
2.12K
+ 389.87%
$38.53 - $43.17 $81.6K - $91.4K
2.66K $107K
ESTC
Elastic N.V.

Technology
1.03K
+ 401.95%
$72.54 - $92.3 $74.9K - $95.3K
1.29K $108K
AIZ
Assurant, Inc.

Financial Services
243
+ 13.67%
$184.56 - $218.69 $44.8K - $53.1K
2.02K $437K
VZ
Verizon Communications Inc

Communication Services
584
+ 0.66%
$40.84 - $45.06 $23.9K - $26.3K
88.6K $3.9M
ALB
Albemarle Corp

Basic Materials
31
+ 0.69%
$62.9 - $88.1 $1.95K - $2.73K
4.51K $365K
STE
Steris PLC

Healthcare
298
+ 18.52%
$221.21 - $252.43 $65.9K - $75.2K
1.91K $471K
MLI
Mueller Industries Inc

Industrials
761
+ 237.07%
$82.07 - $101.7 $62.5K - $77.4K
1.08K $109K
MTCH
Match Group, Inc.

Communication Services
2.32K
+ 916.21%
$31.83 - $38.77 $73.8K - $89.9K
2.57K $90K
BPOP
Popular, Inc.

Financial Services
518
+ 58.07%
$111.3 - $128.04 $57.7K - $66.3K
1.41K $179K
NTNX
Nutanix, Inc.

Technology
1.11K
+ 72.42%
$66.06 - $81.12 $73.2K - $89.9K
2.64K $196K
K
Kellogg CO

Consumer Defensive
204
+ 0.82%
$76.96 - $82.02 $15.7K - $16.7K
25K $2.05M
PNFP
Pinnacle Financial Partners Inc

Financial Services
851
+ 810.48%
$86.13 - $119.63 $73.3K - $102K
956 $89K
SUB
Ishares Short Term National Mu

ETFs
573
+ 1.8%
$106.17 - $107.3 $60.8K - $61.5K
32.3K $3.45M
ES
Eversource Energy

Utilities
914
+ 60.45%
$62.86 - $71.14 $57.5K - $65K
2.43K $172K
FNF
Fidelity National Financial, Inc.

Financial Services
1.19K
+ 122.29%
$51.22 - $61.07 $60.7K - $72.4K
2.15K $130K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.49K
+ 11.17%
$48.72 - $50.73 $72.3K - $75.3K
14.8K $728K
RF
Regions Financial Corp

Financial Services
279
+ 1.15%
$24.03 - $27.41 $6.7K - $7.65K
24.6K $648K
IJS
Ishares S&P Smallcap 600 Value

ETFs
95
+ 1.63%
$98.99 - $112.2 $9.4K - $10.7K
5.92K $654K
OTIS
Otis Worldwide Corp

Industrials
1.71K
+ 16.02%
$84.93 - $101.07 $145K - $173K
12.4K $1.13M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.06K
+ 13.07%
$196.15 - $217.83 $207K - $230K
9.14K $1.84M
AEE
Ameren Corp

Utilities
276
+ 5.04%
$95.0 - $104.38 $26.2K - $28.8K
5.75K $600K
TIP
Ishares Tr Tips Bd ETF

ETFs
613
+ 14.24%
$109.11 - $111.88 $66.9K - $68.6K
4.92K $546K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
2.67K
+ 27.52%
$11.93 - $21.97 $31.8K - $58.6K
12.4K $238K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
586
+ 165.54%
$109.47 - $119.06 $64.1K - $69.8K
940 $111K
WSBC
Wesbanco Inc

Financial Services
2.03K
+ 9.53%
$29.44 - $33.7 $59.7K - $68.4K
23.3K $744K
MHK
Mohawk Industries Inc

Consumer Cyclical
515
+ 387.22%
$107.23 - $139.75 $55.2K - $72K
648 $83K
HLIO
Helios Technologies, Inc.

Industrials
6
+ 0.16%
$34.16 - $55.89 $205 - $335
3.76K $195K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.3K
+ 60.65%
$52.62 - $61.93 $68.6K - $80.8K
3.45K $187K
BAX
Baxter International Inc

Healthcare
3.79K
+ 153.69%
$21.71 - $31.23 $82.3K - $118K
6.26K $142K
ORCC
Owl Rock Capital Corp

Financial Services
5.07K
+ 139.0%
N/A
8.72K $116K
CW
Curtiss Wright Corp

Industrials
17
+ 1.62%
$472.43 - $542.94 $8.03K - $9.23K
1.07K $579K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
865
+ 4119.05%
$71.0 - $90.32 $61.4K - $78.1K
886 $68K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
2.72K
+ 54480.0%
$21.49 - $24.47 $58.5K - $66.7K
2.73K $66K
XLY
Select Sector Spdr Consumer Di

ETFs
40
+ 1.57%
$216.09 - $242.18 $8.64K - $9.69K
2.59K $619K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
2.66K
+ 28.17%
$27.79 - $32.38 $73.9K - $86.2K
12.1K $346K
PVH
Pvh Corp.

Consumer Cyclical
69
+ 1.78%
$70.6 - $89.52 $4.87K - $6.18K
3.94K $330K
VDE
Vanguard Energy ETF

ETFs
363
+ 12.52%
$118.37 - $129.65 $43K - $47.1K
3.26K $410K
RRC
Range Resources Corp

Energy
1.71K
+ 439.49%
$32.79 - $39.33 $56.2K - $67.4K
2.1K $79K
UAL
United Airlines Holdings, Inc.

Industrials
242
+ 10.22%
$80.05 - $109.36 $19.4K - $26.5K
2.61K $251K
XRAY
Dentsply Sirona Inc.

Healthcare
5.64K
+ 210.41%
$12.37 - $16.85 $69.8K - $95K
8.32K $105K
AFL
Aflac Inc

Financial Services
62
+ 0.7%
$98.09 - $111.7 $6.08K - $6.93K
8.91K $995K
AL
Air Lease Corp

Industrials
953
+ 301.58%
$54.35 - $64.28 $51.8K - $61.3K
1.27K $80K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
421
+ 8.6%
$74.93 - $80.73 $31.5K - $34K
5.32K $428K
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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