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
OTTR
Otter Tail Corp

Utilities
127
New
$75.29 - $85.97 $9.56K - $10.9K
127 $10K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
618
New
$9.83 - $19.88 $6.07K - $12.3K
618 $10K
AVA
Avista Corp

Utilities
279
New
$35.55 - $38.37 $9.92K - $10.7K
279 $10K
VTC
Vanguard Scottsdale Fds Total

ETFs
127
New
$76.18 - $78.81 $9.67K - $10K
127 $9K
NWN
Northwest Natural Holding CO

Utilities
209
New
$39.48 - $44.93 $8.25K - $9.39K
209 $9K
BGS
B&G Foods, Inc.

Consumer Defensive
2.12K
New
$4.0 - $4.72 $8.49K - $10K
2.12K $9K
PKI
Perkinelmer Inc

Healthcare
75
New
N/A
75 $9K
TPC
Tutor Perini Corp

Industrials
138
New
$45.65 - $66.81 $6.3K - $9.22K
138 $9K
MEC
Mayville Engineering Company, Inc.

Industrials
710
New
$13.53 - $17.22 $9.61K - $12.2K
710 $9K
HCI
Hci Group, Inc.

Financial Services
45
New
$137.88 - $191.93 $6.2K - $8.64K
45 $8K
HCSG
Healthcare Services Group Inc

Healthcare
444
New
$12.69 - $16.83 $5.63K - $7.47K
444 $7K
APPN
Appian Corp

Technology
258
New
$26.95 - $33.69 $6.95K - $8.69K
258 $7K
GNW
Genworth Financial Inc

Financial Services
815
New
$7.26 - $9.11 $5.92K - $7.42K
815 $7K
TIGO
Millicom International Cellular Sa

Communication Services
155
New
$37.04 - $50.28 $5.74K - $7.79K
155 $7K
AVDV
American Centy ETF Tr Avantis

ETFs
82
New
$79.24 - $89.03 $6.5K - $7.3K
82 $7K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
111
New
$61.86 - $71.34 $6.87K - $7.92K
111 $7K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
274
New
$19.14 - $25.0 $5.24K - $6.85K
274 $6K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
111
New
$52.31 - $56.47 $5.81K - $6.27K
111 $6K
CTA
Simplify Exch Traded Fds Simpl

ETFs
234
New
$26.46 - $28.43 $6.19K - $6.65K
234 $6K
ALHC
Alignment Healthcare, Inc.

Healthcare
369
New
$11.64 - $17.53 $4.3K - $6.47K
369 $6K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
253
New
$25.43 - $27.31 $6.43K - $6.91K
253 $6K
UNF
Unifirst Corp

Industrials
36
New
$165.27 - $190.41 $5.95K - $6.85K
36 $6K
CNK
Cinemark Holdings, Inc.

Communication Services
211
New
$24.81 - $30.71 $5.23K - $6.48K
211 $5K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
189
New
$24.17 - $29.62 $4.57K - $5.6K
189 $5K
LXP
Lxp Industrial Trust

Real Estate
587
New
$7.75 - $9.34 $4.55K - $5.48K
587 $5K
MGEE
Mge Energy Inc

Utilities
61
New
$83.0 - $90.05 $5.06K - $5.49K
61 $5K
DK
Delek Us Holdings, Inc.

Energy
161
New
$20.04 - $33.59 $3.23K - $5.41K
161 $5K
CRCT
Cricut, Inc.

Technology
816
New
$4.64 - $7.21 $3.79K - $5.88K
816 $5K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
98
New
N/A
98 $5K
FFIC
Flushing Financial Corp

Financial Services
359
New
$11.8 - $14.39 $4.24K - $5.17K
359 $4K
FFBC
First Financial Bancorp

Financial Services
187
New
$23.55 - $26.79 $4.4K - $5.01K
187 $4K
HL
Hecla Mining CO

Basic Materials
396
New
$5.59 - $12.1 $2.21K - $4.79K
396 $4K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
183
New
$23.09 - $23.43 $4.23K - $4.29K
183 $4K
KFRC
Kforce Inc

Industrials
135
New
$29.56 - $46.91 $3.99K - $6.33K
135 $4K
SUI
Sun Communities Inc

Real Estate
36
New
$116.6 - $131.28 $4.2K - $4.73K
36 $4K
AMWD
American Woodmark Corp

Consumer Cyclical
68
New
$52.29 - $69.64 $3.56K - $4.74K
68 $4K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
198
New
$22.84 - $22.95 $4.52K - $4.54K
198 $4K
IBHG
Ishares Tr Ibonds 2027 Term Hi
196
New
$22.38 - $22.53 $4.39K - $4.42K
196 $4K
LTC
Ltc Properties Inc

Real Estate
114
New
$34.04 - $36.86 $3.88K - $4.2K
114 $4K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
172
New
$25.09 - $25.19 $4.32K - $4.33K
172 $4K
LEG
Leggett & Platt Inc

Consumer Cyclical
472
New
$8.08 - $10.59 $3.81K - $5K
472 $4K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
184
New
$23.53 - $23.89 $4.33K - $4.4K
184 $4K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
110
New
$28.52 - $30.48 $3.14K - $3.35K
110 $3K
IBHE
Ishares Ibonds 2025 Term High

ETFs
148
New
$23.14 - $23.23 $3.42K - $3.44K
148 $3K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
167
New
$23.43 - $23.88 $3.91K - $3.99K
167 $3K
WOR
Worthington Industries Inc

Industrials
60
New
$52.79 - $67.39 $3.17K - $4.04K
60 $3K
CVBF
Cvb Financial Corp

Financial Services
204
New
$18.37 - $21.19 $3.75K - $4.32K
204 $3K
VKTX
Viking Therapeutics, Inc.

Healthcare
118
New
$23.09 - $42.09 $2.72K - $4.97K
118 $3K
IVR
Invesco Mortgage Capital Inc.

Real Estate
475
New
$7.23 - $8.07 $3.43K - $3.83K
475 $3K
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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