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
OMC
Omnicom Group Inc.

Communication Services
82
+ 2.42%
$70.41 - $81.53 $5.77K - $6.69K
3.48K $283K
BC
Brunswick Corp

Consumer Cyclical
128
+ 3.47%
$56.64 - $66.85 $7.25K - $8.56K
3.82K $241K
DOV
Dover Corp

Industrials
464
+ 19.31%
$165.59 - $190.9 $76.8K - $88.6K
2.87K $478K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.17K
+ 1.83%
$16.46 - $17.1 $19.3K - $20.1K
65.2K $1.11M
PPC
Pilgrims Pride Corp

Consumer Defensive
944
+ 1522.58%
$40.22 - $50.41 $38K - $47.6K
1.01K $40K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
812
+ 7.09%
$39.58 - $40.74 $32.1K - $33.1K
12.3K $497K
RMD
Resmed Inc

Healthcare
96
+ 14.86%
$252.01 - $293.73 $24.2K - $28.2K
742 $203K
AXSM
Axsome Therapeutics, Inc.

Healthcare
136
+ 11.41%
$100.39 - $129.29 $13.7K - $17.6K
1.33K $161K
SPG
Simon Property Group Inc

Real Estate
88
+ 11.94%
$159.93 - $187.67 $14.1K - $16.5K
825 $154K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$42.04 - $45.23 $42 - $45.2
12K $542K
TLRY
Tilray Brands, Inc.

Healthcare
17.6K
+ 437.27%
$0.42 - $1.85 $7.39K - $32.6K
21.6K $37K
CGNX
Cognex Corp

Technology
359
+ 25.72%
$31.85 - $46.54 $11.4K - $16.7K
1.76K $79K
GGG
Graco Inc

Industrials
419
+ 87.84%
$82.58 - $88.81 $34.6K - $37.2K
896 $76K
NTRS
Northern Trust Corp

Financial Services
113
+ 4.57%
$123.6 - $134.6 $14K - $15.2K
2.59K $348K
GTLS
Chart Industries Inc

Industrials
163
+ 243.28%
$162.6 - $200.28 $26.5K - $32.6K
230 $46K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
1.01K
+ 1.95%
$12.63 - $13.14 $12.7K - $13.2K
52.7K $687K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
103
+ 5.52%
$100.4 - $119.58 $10.3K - $12.3K
1.97K $218K
TREX
Trex CO Inc

Industrials
718
+ 91.82%
$50.48 - $68.49 $36.2K - $49.2K
1.5K $77K
DFSV
Dimensional ETF Tr Dimensional

ETFs
5
+ 0.04%
$29.2 - $32.74 $146 - $164
14.2K $453K
GOSS
Gossamer Bio, Inc.

Healthcare
334
+ 1.42%
$1.21 - $3.46 $404 - $1.16K
23.9K $62K
JHG
Janus Henderson Group PLC

Financial Services
721
+ 170.45%
$39.46 - $45.37 $28.5K - $32.7K
1.14K $50K
GNTX
Gentex Corp

Consumer Cyclical
922
+ 82.32%
$22.66 - $29.06 $20.9K - $26.8K
2.04K $57K
NDAQ
Nasdaq, Inc.

Financial Services
415
+ 10.12%
$86.73 - $96.94 $36K - $40.2K
4.52K $399K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
265
+ 25.26%
$71.86 - $87.45 $19K - $23.2K
1.31K $109K
AR
Antero Resources Corp

Energy
1.24K
+ 100.08%
$29.87 - $37.66 $37.2K - $46.8K
2.49K $83K
HWM
Howmet Aerospace Inc.

Industrials
85
+ 5.41%
$171.0 - $196.23 $14.5K - $16.7K
1.66K $324K
AN
Autonation, Inc.

Consumer Cyclical
125
+ 54.35%
$189.27 - $227.18 $23.7K - $28.4K
355 $77K
NXPI
Nxp Semiconductors N.V.

Technology
81
+ 5.54%
$205.16 - $239.07 $16.6K - $19.4K
1.54K $351K
IVZ
Invesco Ltd.

Financial Services
914
+ 62.01%
$16.17 - $23.0 $14.8K - $21K
2.39K $54K
SOFI
So Fi Technologies, Inc.

Financial Services
22
+ 0.6%
$17.64 - $29.81 $388 - $656
3.68K $97K
UNM
Unum Group

Financial Services
540
+ 15.46%
$68.55 - $82.12 $37K - $44.3K
4.03K $313K
SMTC
Semtech Corp

Technology
97
+ 10.67%
$42.59 - $71.45 $4.13K - $6.93K
1.01K $71K
NET
Cloudflare, Inc.

Technology
32
+ 2.5%
$181.39 - $228.28 $5.8K - $7.3K
1.31K $281K
PINS
Pinterest, Inc.

Communication Services
1.22K
+ 47.52%
$32.17 - $39.17 $39.4K - $47.9K
3.8K $122K
VFH
Vanguard Financial ETF

ETFs
4
+ 0.05%
$125.23 - $132.78 $501 - $531
7.5K $984K
DTE
Dte Energy CO

Utilities
26
+ 0.94%
$130.26 - $141.49 $3.39K - $3.68K
2.78K $393K
EA
Electronic Arts Inc.

Communication Services
4
+ 0.59%
$147.79 - $202.05 $591 - $808
681 $137K
HUM
Humana Inc

Healthcare
75
+ 11.66%
$220.41 - $312.0 $16.5K - $23.4K
718 $186K
CGGR
Capital Group Growth ETF Shs C

ETFs
400
+ 12.25%
$40.2 - $44.58 $16.1K - $17.8K
3.67K $161K
WTRG
Essential Utilities, Inc.

Utilities
626
+ 41.0%
$36.73 - $39.9 $23K - $25K
2.15K $85K
EXEL
Exelixis, Inc.

Healthcare
861
+ 36.07%
$36.22 - $46.25 $31.2K - $39.8K
3.25K $134K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
1.09K
+ 8.55%
$23.9 - $24.45 $26K - $26.6K
13.8K $335K
THC
Tenet Healthcare Corp

Healthcare
92
+ 24.6%
$148.38 - $203.04 $13.7K - $18.7K
466 $94K
G
Genpact LTD

Technology
693
+ 181.41%
$41.06 - $46.13 $28.5K - $32K
1.08K $45K
CIEN
Ciena Corp

Technology
93
+ 42.47%
$77.75 - $145.67 $7.23K - $13.5K
312 $45K
CFG
Citizens Financial Group Inc

Financial Services
78
+ 2.77%
$46.1 - $53.65 $3.6K - $4.18K
2.89K $153K
FRT
Federal Realty Investment Trust

Real Estate
251
+ 71.31%
$90.61 - $102.67 $22.7K - $25.8K
603 $61K
THG
Hanover Insurance Group, Inc.

Financial Services
150
+ 300.0%
$162.08 - $182.1 $24.3K - $27.3K
200 $36K
NWE
Northwestern Corp

Utilities
488
+ 1220.0%
$51.58 - $58.61 $25.2K - $28.6K
528 $30K
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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