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
DCOM
Dime Community Bancshares, Inc.

Financial Services
36
New
$27.13 - $31.78 $977 - $1.14K
36 $1K
ARKO
Arko Corp.

Consumer Cyclical
229
New
$3.91 - $5.19 $895 - $1.19K
229 $1K
PINC
Premier, Inc.

Healthcare
61
New
$20.88 - $28.25 $1.27K - $1.72K
61 $1K
BFH
Bread Financial Holdings, Inc.

Financial Services
21
New
$55.77 - $66.98 $1.17K - $1.41K
21 $1K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
160
New
$10.43 - $11.34 $1.67K - $1.81K
160 $1K
OCFC
Oceanfirst Financial Corp

Financial Services
98
New
$16.32 - $19.01 $1.6K - $1.86K
98 $1K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
174
New
$9.62 - $11.02 $1.67K - $1.92K
174 $1K
APOG
Apogee Enterprises, Inc.

Industrials
27
New
$40.4 - $45.4 $1.09K - $1.23K
27 $1K
QTWO
Q2 Holdings, Inc.

Technology
21
New
$72.39 - $94.97 $1.52K - $1.99K
21 $1K
GETY
Vector Holding, LLC

Communication Services
526
New
$1.66 - $2.14 $873 - $1.13K
526 $1K
ALLO
Allogene Therapeutics, Inc.

Healthcare
837
New
$1.03 - $1.66 $862 - $1.39K
837 $1K
NHC
National Healthcare Corp

Healthcare
13
New
$94.48 - $126.41 $1.23K - $1.64K
13 $1K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
137
New
$10.53 - $12.27 $1.44K - $1.68K
137 $1K
ANNX
Annexon, Inc.

Healthcare
355
New
$2.05 - $3.37 $728 - $1.2K
355 $1K
MEG
Montrose Environmental Group, Inc.

Industrials
51
New
$20.57 - $31.06 $1.05K - $1.58K
51 $1K
AKRO
Akero Therapeutics, Inc.

Healthcare
26
New
$42.18 - $54.33 $1.1K - $1.41K
26 $1K
BOKF
Bok Financial Corp

Financial Services
11
New
$98.57 - $113.09 $1.08K - $1.24K
11 $1K
GNL
Global Net Lease, Inc.

Real Estate
165
New
$6.85 - $8.33 $1.13K - $1.37K
165 $1K
OFIX
Orthofix Medical Inc.

Healthcare
99
New
$10.63 - $15.48 $1.05K - $1.53K
99 $1K
CTRN
Citi Trends Inc

Consumer Cyclical
43
New
$29.09 - $38.81 $1.25K - $1.67K
43 $1K
OSPN
One Span Inc.

Technology
121
New
$14.28 - $18.05 $1.73K - $2.18K
121 $1K
EBS
Emergent Bio Solutions Inc.

Healthcare
185
New
$5.63 - $9.32 $1.04K - $1.72K
185 $1K
COMP
Compass, Inc.

Technology
201
New
$6.15 - $9.69 $1.24K - $1.95K
201 $1K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
121
New
$16.03 - $19.21 $1.94K - $2.32K
121 $1K
IDT
Idt Corp

Communication Services
33
New
$52.31 - $69.88 $1.73K - $2.31K
33 $1K
NEO
Neogenomics Inc

Healthcare
222
New
$4.84 - $8.81 $1.07K - $1.96K
222 $1K
MRTN
Marten Transport LTD

Industrials
141
New
$10.65 - $13.91 $1.5K - $1.96K
141 $1K
HIW
Highwoods Properties, Inc.

Real Estate
47
New
$28.32 - $32.39 $1.33K - $1.52K
47 $1K
BBUC
Brookfield Business Corp

Financial Services
58
New
$28.72 - $36.28 $1.67K - $2.1K
58 $1K
BOH
Bank Of Hawaii Corp

Financial Services
20
New
$61.35 - $71.13 $1.23K - $1.42K
20 $1K
SWIM
Latham Group, Inc.

Industrials
189
New
$6.15 - $8.25 $1.16K - $1.56K
189 $1K
HBI
Hanesbrands Inc.

Consumer Cyclical
195
New
$4.07 - $6.59 $794 - $1.29K
195 $1K
PL
Planet Labs Pbc

Industrials
145
New
$6.14 - $12.98 $890 - $1.88K
145 $1K
AZTA
Azenta, Inc.

Healthcare
35
New
$26.9 - $34.48 $942 - $1.21K
35 $1K
HTLD
Heartland Express Inc

Industrials
204
New
$7.53 - $9.47 $1.54K - $1.93K
204 $1K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
392
New
N/A
392 $1K
FIGS
Figs, Inc.

Consumer Cyclical
167
New
$5.65 - $7.44 $944 - $1.24K
167 $1K
BNL
Broadstone Net Lease, Inc.

Real Estate
105
New
$15.75 - $18.78 $1.65K - $1.97K
105 $1K
IMKTA
Ingles Markets Inc

Consumer Defensive
20
New
$59.62 - $70.62 $1.19K - $1.41K
20 $1K
EGBN
Eagle Bancorp Inc

Financial Services
83
New
$15.96 - $21.66 $1.32K - $1.8K
83 $1K
BTU
Peabody Energy Corp

Energy
65
New
$13.18 - $26.81 $857 - $1.74K
65 $1K
VLGEA
Village Super Market Inc

Consumer Defensive
39
New
$33.6 - $39.74 $1.31K - $1.55K
39 $1K
INVA
Innoviva, Inc.

Healthcare
55
New
$18.17 - $20.92 $999 - $1.15K
55 $1K
SLVM
Sylvamo Corp

Basic Materials
42
New
$40.4 - $53.01 $1.7K - $2.23K
42 $1K
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
85
New
$10.38 - $13.59 $882 - $1.16K
85 $1K
UTL
Unitil Corp

Utilities
24
New
$44.83 - $52.76 $1.08K - $1.27K
24 $1K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
64
New
$9.34 - $16.35 $598 - $1.05K
64 $1K
PRGS
Progress Software Corp

Technology
41
New
$40.98 - $55.52 $1.68K - $2.28K
41 $1K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
21
New
$31.45 - $47.79 $660 - $1K
21 $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
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