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
PK
Park Hotels & Resorts Inc.

Real Estate
2.45K
+ 326.4%
$10.17 - $12.13 $24.9K - $29.7K
3.2K $35K
WMB
Williams Companies, Inc.

Energy
320
+ 2.2%
$56.52 - $64.01 $18.1K - $20.5K
14.9K $941K
BHF
Brighthouse Financial, Inc.

Financial Services
535
+ 540.4%
$43.36 - $57.59 $23.2K - $30.8K
634 $33K
GWRE
Guidewire Software, Inc.

Technology
122
+ 82.43%
$207.82 - $261.88 $25.4K - $31.9K
270 $62K
IRM
Iron Mountain Inc

Real Estate
285
+ 20.99%
$89.46 - $104.46 $25.5K - $29.8K
1.64K $167K
PRI
Primerica, Inc.

Financial Services
98
+ 52.69%
$255.46 - $285.58 $25K - $28K
284 $78K
COCO
Vita Coco Company, Inc.

Consumer Defensive
675
+ 22500.0%
$32.3 - $42.82 $21.8K - $28.9K
678 $28K
IYJ
Ishares Tr

ETFs
8
+ 0.11%
$142.42 - $148.18 $1.14K - $1.19K
7.24K $1.06M
NEOG
Neogen Corp

Healthcare
1.34K
+ 6.48%
$4.65 - $5.75 $6.24K - $7.71K
22K $125K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
25
+ 0.45%
$79.76 - $85.78 $1.99K - $2.14K
5.56K $470K
MAN
Manpower Group Inc.

Industrials
740
+ 238.71%
$37.33 - $45.7 $27.6K - $33.8K
1.05K $39K
NWSA
News Corp

Communication Services
762
+ 21.45%
$28.38 - $31.03 $21.6K - $23.6K
4.31K $132K
MRUS
Merus N.V.

Healthcare
9
+ 1.44%
$52.33 - $94.15 $471 - $847
635 $59K
URTH
Ishares Msci World ETF

ETFs
136
+ 107.94%
$168.96 - $181.71 $23K - $24.7K
262 $47K
PENN
Penn National Gaming Inc

Consumer Cyclical
172
+ 1.02%
$16.8 - $20.47 $2.89K - $3.52K
17K $326K
POR
Portland General Electric CO

Utilities
577
+ 206.81%
$39.73 - $44.0 $22.9K - $25.4K
856 $37K
FNDA
Schwab Fundamental U S Small C

ETFs
28
+ 0.27%
$28.75 - $31.93 $805 - $894
10.2K $318K
TRU
Trans Union

Industrials
328
+ 189.6%
$83.78 - $99.22 $27.5K - $32.5K
501 $41K
FULT
Fulton Financial Corp

Financial Services
55
+ 0.13%
$17.57 - $19.86 $966 - $1.09K
41.4K $770K
RHI
Robert Half International Inc.

Industrials
1.01K
+ 78.02%
$33.49 - $43.03 $33.8K - $43.4K
2.3K $78K
CELH
Celsius Holdings, Inc.

Consumer Defensive
316
+ 52.67%
$42.74 - $62.88 $13.5K - $19.9K
916 $52K
HALO
Halozyme Therapeutics, Inc.

Healthcare
265
+ 107.72%
$52.92 - $78.28 $14K - $20.7K
511 $37K
PWV
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.11%
$61.22 - $65.41 $551 - $589
8.14K $530K
UPWK
Upwork, Inc

Industrials
1.28K
+ 998.44%
$11.75 - $20.07 $15K - $25.6K
1.41K $26K
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.11%
$175.25 - $189.41 $351 - $379
1.88K $356K
CTSH
Cognizant Technology Solutions Corp

Technology
1.65K
+ 20.93%
$66.67 - $80.98 $110K - $133K
9.52K $638K
DT
Dynatrace, Inc.

Technology
715
+ 44.58%
$46.04 - $56.64 $32.9K - $40.5K
2.32K $112K
EWBC
East West Bancorp Inc

Financial Services
91
+ 3.46%
$97.41 - $109.7 $8.86K - $9.98K
2.72K $289K
EXAS
Exact Sciences Corp

Healthcare
365
+ 11.75%
$40.91 - $56.0 $14.9K - $20.4K
3.47K $189K
FIVE
Five Below, Inc

Consumer Cyclical
95
+ 22.57%
$128.78 - $155.44 $12.2K - $14.8K
516 $79K
NRZ
New Residential Investment Corp.

Real Estate
3.31K
+ 96.38%
N/A
6.74K $48K
RUN
Sunrun Inc.

Technology
34
+ 1.35%
$8.99 - $18.18 $306 - $618
2.55K $44K
PNR
Pentair PLC

Industrials
204
+ 86.44%
$100.62 - $112.59 $20.5K - $23K
440 $48K
MSGS
Madison Square Garden Sports Corp.

Communication Services
6
+ 0.5%
$192.65 - $230.03 $1.16K - $1.38K
1.22K $276K
STEP
Step Stone Group Inc.

Financial Services
326
+ 127.84%
$55.47 - $67.35 $18.1K - $22K
581 $37K
RH
Rh

Consumer Cyclical
107
+ 713.33%
$187.54 - $251.0 $20.1K - $26.9K
122 $24K
DINO
Hf Sinclair Corp

Energy
86
+ 5.99%
$42.11 - $54.01 $3.62K - $4.64K
1.52K $79K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
128
+ 110.34%
$96.73 - $137.09 $12.4K - $17.5K
244 $32K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
117
+ 36.11%
$164.12 - $188.32 $19.2K - $22K
441 $76K
QRVO
Qorvo, Inc.

Technology
208
+ 93.27%
$83.6 - $96.31 $17.4K - $20K
431 $39K
HYD
Vaneck High Yield Muni ETF

ETFs
408
+ 39.8%
$48.85 - $50.94 $19.9K - $20.8K
1.43K $72K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
37
+ 1.31%
$48.04 - $60.86 $1.78K - $2.25K
2.87K $166K
TDS
Telephone & Data Systems Inc

Communication Services
108
+ 2.63%
$35.43 - $40.72 $3.83K - $4.4K
4.21K $165K
ABR
Arbor Realty Trust Inc

Real Estate
271
+ 2.55%
$10.7 - $12.21 $2.9K - $3.31K
10.9K $133K
BRBR
Bellring Brands, Inc.

Consumer Defensive
857
+ 161.09%
$35.51 - $58.78 $30.4K - $50.4K
1.39K $50K
GTLB
Gitlab Inc.

Technology
455
+ 35.22%
$38.82 - $50.43 $17.7K - $22.9K
1.75K $78K
REET
Ishares Global Reit ETF

ETFs
474
+ 5.43%
$24.45 - $25.91 $11.6K - $12.3K
9.2K $235K
WPC
W. P. Carey Inc.

Real Estate
273
+ 73.19%
$61.29 - $68.7 $16.7K - $18.8K
646 $43K
CNHI
Cnh Industrial N.V.

Industrials
1.92K
+ 132.69%
N/A
3.37K $35K
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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