Clearstead Advisors, LLC New Holdings in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GEFB
Greif, Inc. Cl B
23
New
N/A
23 $0
American Healthcare Reit Inc
254
New
N/A
254 $0
HBT
Hbt Financial, Inc.

Financial Services
1
New
$23.95 - $26.66 $24 - $26.7
1 $0
HBNC
Horizon Bancorp Inc

Financial Services
42
New
$15.01 - $16.88 $630 - $709
42 $0
IBCP
Independent Bank Corp

Financial Services
2
New
$30.09 - $34.6 $60.2 - $69.2
2 $0
BDN
Brandywine Realty Trust

Real Estate
143
New
$3.81 - $4.58 $545 - $655
143 $0
MPAA
Motorcar Parts America Inc

Consumer Cyclical
59
New
$10.15 - $17.41 $599 - $1.03K
59 $0
CRMD
Cor Medix Inc.

Healthcare
2
New
$10.07 - $14.83 $20.1 - $29.7
2 $0
Enliven Therapeutics Inc
5
New
N/A
5 $0
EQBK
Equity Bancshares Inc

Financial Services
2
New
N/A
2 $0
EVEX
Eve Holding, Inc.

Industrials
11
New
$3.66 - $7.51 $40.3 - $82.6
11 $0
EPM
Evolution Petroleum Corp

Energy
1
New
$4.65 - $5.47 $4.65 - $5.47
1 $0
F&G Annuities & Life Inc
68
New
N/A
68 $0
EXFY
Expensify, Inc.

Technology
200
New
$1.7 - $2.61 $340 - $522
200 $0
EXTR
Extreme Networks Inc

Technology
38
New
$16.78 - $22.85 $638 - $868
38 $0
FRPH
Frp Holdings, Inc.

Real Estate
2
New
$24.3 - $27.49 $48.6 - $55
2 $0
FSLY
Fastly, Inc.

Technology
98
New
$6.36 - $8.95 $623 - $877
98 $0
EFC
Ellington Financial Inc.

Real Estate
10
New
$12.66 - $14.02 $127 - $140
10 $0
EWTX
Edgewise Therapeutics, Inc.

Healthcare
4
New
$12.61 - $16.59 $50.4 - $66.4
4 $0
EPC
Edgewell Personal Care CO

Consumer Defensive
21
New
$19.42 - $27.1 $408 - $569
21 $0
CURI
Curiosity Stream Inc.

Communication Services
5
New
$4.03 - $5.41 $20.2 - $27.1
5 $0
SOXL
Direxion Daily Semiconductor B

ETFs
0
New
$23.99 - $34.84 $0 - $0
0 $0
DHC
Diversified Healthcare Trust

Real Estate
129
New
$3.27 - $4.6 $422 - $593
129 $0
DEI
Douglas Emmett Inc

Real Estate
14
New
$14.06 - $16.91 $197 - $237
14 $0
Draganfly Inc.
500
New
N/A
500 $0
DYN
Dyne Therapeutics, Inc.

Healthcare
37
New
$8.18 - $14.22 $303 - $526
37 $0
QTUM
ETF Ser Solutions Defiance Qua
271
New
N/A
271 $0
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
9
New
$15.62 - $17.77 $141 - $160
9 $0
EFSI
Eagle Financial Services Inc

Financial Services
2
New
$31.28 - $39.7 $62.6 - $79.4
2 $0
Easterly Govt Pptys Inc
125
New
N/A
125 $0
Fidelity Covington Trust
1
New
N/A
1 $0
Firefly Aerospace Inc
55
New
N/A
55 $0
FCBC
First Community Bankshares Inc

Financial Services
7
New
$34.52 - $41.79 $242 - $293
7 $0
Healthcare Rlty Tr
414
New
N/A
414 $0
HTZ
Hertz Global Holdings, Inc

Industrials
10
New
$5.11 - $7.97 $51.1 - $79.7
10 $0
CRGY
Crescent Energy CO

Energy
82
New
$8.22 - $9.94 $674 - $815
82 $0
INNV
Innov Age Holding Corp.

Healthcare
26
New
$3.13 - $5.18 $81.4 - $135
26 $0
Innovator Etfs Trust
48.5K
New
N/A
48.5K $0
IMXI
International Money Express, Inc.

Technology
42
New
$8.71 - $14.9 $366 - $626
42 $0
IPI
Intrepid Potash, Inc.

Basic Materials
1
New
$27.58 - $36.76 $27.6 - $36.8
1 $0
ISTR
Investar Holding Corp

Financial Services
2
New
$19.6 - $23.61 $39.2 - $47.2
2 $0
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3
New
$32.02 - $36.34 $96.1 - $109
3 $0
CARY
Angel Oak Fds Tr Income Etf(De
454
New
N/A
454 $0
Graniteshares ETF Tr
1
New
N/A
1 $0
CONL
Graniteshares ETF Tr
274
New
N/A
274 $0
Gohealth Inc
51
New
N/A
51 $0
First Svgs Finl Group Inc
6
New
N/A
6 $0
First Tr Exchng Traded Fd Vi
2.65K
New
N/A
2.65K $0
First Tr Exchng Traded Fd Vi
39.3K
New
N/A
39.3K $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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