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
UVV
Universal Corp

Consumer Defensive
69
New
$51.66 - $58.83 $3.56K - $4.06K
69 $3K
CRI
Carters Inc

Consumer Cyclical
127
New
$23.65 - $33.93 $3K - $4.31K
127 $3K
NNI
Nelnet Inc

Financial Services
25
New
$119.62 - $130.27 $2.99K - $3.26K
25 $3K
IRMD
Iradimed Corp

Healthcare
49
New
$56.19 - $74.27 $2.75K - $3.64K
49 $3K
GRNT
Granite Ridge Resources, Inc.
663
New
$4.79 - $6.34 $3.18K - $4.2K
663 $3K
CXW
Core Civic, Inc.

Real Estate
157
New
$19.6 - $22.53 $3.08K - $3.54K
157 $3K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
164
New
$23.29 - $23.38 $3.82K - $3.83K
164 $3K
HUBG
Hub Group, Inc.

Industrials
109
New
$33.6 - $37.58 $3.66K - $4.1K
109 $3K
GTY
Getty Realty Corp

Real Estate
121
New
$26.45 - $28.87 $3.2K - $3.49K
121 $3K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
153
New
$22.19 - $22.44 $3.4K - $3.43K
153 $3K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
197
New
$18.41 - $20.12 $3.63K - $3.96K
197 $3K
CSR
Centerspace

Real Estate
59
New
$53.18 - $61.09 $3.14K - $3.6K
59 $3K
NHI
National Health Investors Inc

Real Estate
39
New
$69.48 - $80.06 $2.71K - $3.12K
39 $3K
NVCR
Novo Cure LTD

Healthcare
287
New
$10.9 - $18.46 $3.13K - $5.3K
287 $3K
MRCY
Mercury Systems Inc

Industrials
47
New
$50.09 - $77.4 $2.35K - $3.64K
47 $3K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
266
New
$10.08 - $11.67 $2.68K - $3.1K
266 $2K
YORW
York Water CO

Utilities
92
New
$30.13 - $32.4 $2.77K - $2.98K
92 $2K
SPT
Sprout Social, Inc.

Technology
164
New
$12.92 - $21.2 $2.12K - $3.48K
164 $2K
MATV
Schweitzer Mauduit International Inc

Basic Materials
185
New
$6.26 - $12.74 $1.16K - $2.36K
185 $2K
SKY
Skyline Champion Corp

Consumer Cyclical
30
New
$60.9 - $78.84 $1.83K - $2.37K
30 $2K
SAH
Sonic Automotive Inc

Consumer Cyclical
28
New
$70.28 - $88.76 $1.97K - $2.49K
28 $2K
HOPE
Hope Bancorp Inc

Financial Services
202
New
$9.71 - $11.66 $1.96K - $2.36K
202 $2K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
124
New
N/A
124 $2K
ATEX
Anterix Inc.

Communication Services
103
New
$20.96 - $25.23 $2.16K - $2.6K
103 $2K
VTOL
Bristow Group Inc.

Energy
69
New
$33.13 - $38.61 $2.29K - $2.66K
69 $2K
ALX
Alexanders Inc

Real Estate
9
New
$213.41 - $259.12 $1.92K - $2.33K
9 $2K
IIIN
Insteel Industries Inc

Industrials
70
New
$35.31 - $39.67 $2.47K - $2.78K
70 $2K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
137
New
$19.57 - $19.98 $2.68K - $2.74K
137 $2K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
726
New
$2.59 - $3.75 $1.88K - $2.72K
726 $2K
MMI
Marcus & Millichap, Inc.

Real Estate
79
New
$28.74 - $33.19 $2.27K - $2.62K
79 $2K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
111
New
$22.36 - $22.52 $2.48K - $2.5K
111 $2K
WNC
Wabash National Corp

Industrials
236
New
$9.53 - $11.69 $2.25K - $2.76K
236 $2K
AMSC
American Superconductor Corp

Industrials
35
New
$35.98 - $64.63 $1.26K - $2.26K
35 $2K
DORM
Dorman Products, Inc.

Consumer Cyclical
15
New
$119.13 - $166.34 $1.79K - $2.5K
15 $2K
DOLE
Dole PLC

Consumer Defensive
217
New
$13.15 - $14.95 $2.85K - $3.24K
217 $2K
ODP
Odp Corp

Consumer Cyclical
82
New
$16.9 - $27.98 $1.39K - $2.29K
82 $2K
VMEO
Vimeo, Inc.

Technology
313
New
$3.65 - $7.75 $1.14K - $2.43K
313 $2K
GBX
Greenbrier Companies Inc

Industrials
59
New
$43.97 - $56.91 $2.59K - $3.36K
59 $2K
TVTX
Travere Therapeutics, Inc.

Healthcare
100
New
$14.61 - $27.31 $1.46K - $2.73K
100 $2K
SPNT
Sirius Point LTD

Financial Services
139
New
$17.48 - $20.07 $2.43K - $2.79K
139 $2K
GEF
Greif, Inc

Consumer Cyclical
42
New
$58.87 - $69.85 $2.47K - $2.93K
42 $2K
PRCH
Porch Group, Inc.

Technology
159
New
$11.85 - $19.04 $1.88K - $3.03K
159 $2K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
76
New
$32.8 - $39.43 $2.49K - $3K
76 $2K
VRE
Veris Residential, Inc.

Real Estate
142
New
$13.74 - $16.23 $1.95K - $2.3K
142 $2K
TTI
Tetra Technologies Inc

Energy
356
New
$3.23 - $5.89 $1.15K - $2.1K
356 $2K
JOBY
Joby Aviation, Inc.

Industrials
175
New
$9.81 - $20.39 $1.72K - $3.57K
175 $2K
LNN
Lindsay Corp

Industrials
20
New
$133.42 - $148.29 $2.67K - $2.97K
20 $2K
HPP
Hudson Pacific Properties, Inc.

Real Estate
809
New
$2.41 - $3.07 $1.95K - $2.48K
809 $2K
PFS
Provident Financial Services Inc

Financial Services
94
New
$17.9 - $20.32 $1.68K - $1.91K
94 $1K
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