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
FSUN
Firstsun Cap Bancorp Com
115
New
N/A
115 $0
FSP
Franklin Street Properties Corp

Real Estate
55
New
$1.56 - $1.78 $85.8 - $97.9
55 $0
FF
Future Fuel Corp.

Basic Materials
3
New
$3.61 - $4.28 $10.8 - $12.8
3 $0
FVCB
Fvc Bankcorp, Inc.

Financial Services
11
New
$11.93 - $13.87 $131 - $153
11 $0
GEO
Geo Group Inc

Real Estate
37
New
$20.25 - $26.46 $749 - $979
37 $0
Gci Liberty Inc
18
New
N/A
18 $0
GCMG
Gcm Grosvenor Inc.

Financial Services
4
New
$11.5 - $13.12 $46 - $52.5
4 $0
Invesco Exch Trd Slf Idx Fd
950K
New
N/A
950K $0
AFCG
Afc Gamma, Inc.

Real Estate
1
New
$3.61 - $5.03 $3.61 - $5.03
1 $0
UHALB
Amerco Com Ser N
25
New
N/A
25 $0
FOLD
Amicus Therapeutics, Inc.

Healthcare
1
New
$5.84 - $8.57 $5.84 - $8.57
1 $0
ANDE
Andersons, Inc.

Consumer Defensive
5
New
$34.63 - $41.49 $173 - $207
5 $0
AIV
Apartment Investment & Management CO

Real Estate
123
New
$7.42 - $8.81 $913 - $1.08K
123 $0
Ardent Health Inc
142
New
N/A
142 $0
Atlantic Intl Corp
7
New
N/A
7 $0
RCEL
Avita Medical, Inc.

Healthcare
66
New
$4.17 - $6.76 $275 - $446
66 $0
BCBP
Bcb Bancorp Inc

Financial Services
34
New
$8.1 - $9.25 $275 - $315
34 $0
Bakkt Holdings Inc
291
New
N/A
291 $0
Alzamend Neuro Inc
10K
New
N/A
10K $0
PINE
Alpine Income Property Trust, Inc.

Real Estate
1
New
$13.96 - $15.47 $14 - $15.5
1 $0
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
2
New
$104.99 - $166.52 $210 - $333
2 $0
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
3
New
$6.97 - $7.85 $20.9 - $23.5
3 $0
POWW
Ammo, Inc.

Industrials
2
New
$1.09 - $1.6 $2.18 - $3.2
2 $0
Abacus Global Mgmt Inc
32
New
N/A
32 $0
ACRS
Aclaris Therapeutics, Inc.

Healthcare
1
New
$1.41 - $2.13 $1.41 - $2.13
1 $0
Acuren Corp
3.23K
New
N/A
3.23K $0
Advisors Ser Tr
583
New
N/A
583 $0
ADV
Advantage Solutions Inc.

Communication Services
157
New
$1.3 - $1.96 $204 - $308
157 $0
ALEX
Alexander & Baldwin, Inc.

Real Estate
6
New
$17.48 - $19.44 $105 - $117
6 $0
ALGT
Allegiant Travel CO

Industrials
6
New
$48.12 - $65.84 $289 - $395
6 $0
Ea Series Trust
523
New
N/A
523 $0
Ballys Corporation
12
New
N/A
12 $0
BH
Biglari Holdings Inc.

Consumer Cyclical
1
New
$275.24 - $327.21 $275 - $327
1 $0
Bitmine Immersion Tecnologie
220
New
N/A
220 $0
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
1
New
$1.02 - $1.58 $1.02 - $1.58
1 $0
CWEN
Clearway Energy, Inc.

Utilities
29
New
$27.89 - $32.98 $809 - $956
29 $0
CLOV
Clover Health Investments, Corp.

Healthcare
1
New
$2.18 - $3.41 $2.18 - $3.41
1 $0
COGT
Cogent Biosciences, Inc.

Healthcare
3
New
$7.17 - $14.36 $21.5 - $43.1
3 $0
Cohen & Steers Infrastructur
194
New
N/A
194 $0
Cohen & Steers ETF Trust
20.9K
New
N/A
20.9K $0
COLL
Collegium Pharmaceutical, Inc

Healthcare
1
New
$29.75 - $39.59 $29.8 - $39.6
1 $0
CMP
Compass Minerals International Inc

Basic Materials
1
New
$17.93 - $22.44 $17.9 - $22.4
1 $0
CMPX
Compass Therapeutics, Inc.

Healthcare
4
New
$2.52 - $3.82 $10.1 - $15.3
4 $0
Concentra Group Holdings Par
13
New
N/A
13 $0
CLAR
Clarus Corp

Consumer Cyclical
2
New
$3.13 - $4.0 $6.26 - $8
2 $0
Chimera Invt Corp
272
New
N/A
272 $0
Chargepoint Holdings Inc
25
New
N/A
25 $0
Blackrock ETF Trust Ii
3.04K
New
N/A
3.04K $0
Blackrock ETF Trust Ii
3.17K
New
N/A
3.17K $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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email