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
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
203
New
$7.71 - $9.68 $1.57K - $1.97K
203 $1K
CENT
Central Garden & Pet CO

Consumer Defensive
46
New
$32.65 - $41.07 $1.5K - $1.89K
46 $1K
SCVL
Shoe Carnival Inc

Consumer Cyclical
92
New
$19.57 - $25.89 $1.8K - $2.38K
92 $1K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
88
New
$8.73 - $17.04 $768 - $1.5K
88 $1K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
45
New
$22.45 - $23.2 $1.01K - $1.04K
45 $1K
NVGS
Navigator Holdings Ltd.

Energy
90
New
$14.28 - $16.85 $1.29K - $1.52K
90 $1K
SSRM
Ssr Mining Inc.

Basic Materials
81
New
$11.8 - $24.58 $956 - $1.99K
81 $1K
RYI
Ryerson Holding Corp

Industrials
50
New
$20.6 - $24.55 $1.03K - $1.23K
50 $1K
WMK
Weis Markets Inc

Consumer Defensive
25
New
$69.34 - $78.32 $1.73K - $1.96K
25 $1K
HBCP
Home Bancorp, Inc.

Financial Services
29
New
$50.06 - $56.97 $1.45K - $1.65K
29 $1K
RMAX
Re/Max Holdings, Inc.

Real Estate
157
New
$7.51 - $10.23 $1.18K - $1.61K
157 $1K
UHT
Universal Health Realty Income Trust

Real Estate
43
New
$38.01 - $42.04 $1.63K - $1.81K
43 $1K
AHCO
Adapt Health Corp.

Healthcare
134
New
$8.68 - $10.11 $1.16K - $1.35K
134 $1K
AMCX
Amc Networks Inc.

Communication Services
183
New
$5.63 - $8.4 $1.03K - $1.54K
183 $1K
ZUMZ
Zumiez Inc

Consumer Cyclical
52
New
$13.19 - $21.31 $686 - $1.11K
52 $1K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
35
New
$26.31 - $41.44 $921 - $1.45K
35 $1K
EZPW
Ezcorp Inc

Financial Services
68
New
$13.13 - $19.15 $893 - $1.3K
68 $1K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
77
New
$12.88 - $18.66 $992 - $1.44K
77 $1K
GNK
Genco Shipping & Trading LTD

Industrials
28
New
$13.25 - $19.26 $371 - $539
28 $0
CMCL
Caledonia Mining Corp PLC

Basic Materials
4
New
$19.3 - $36.6 $77.2 - $146
4 $0
MGPI
Mgp Ingredients Inc

Consumer Defensive
7
New
$24.19 - $32.87 $169 - $230
7 $0
Costamare Bulkers Hldgs LTD
16
New
N/A
16 $0
PAGS
Pag Seguro Digital Ltd.

Technology
4
New
$7.75 - $10.74 $31 - $43
4 $0
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
11
New
$35.87 - $41.08 $395 - $452
11 $0
LUCD
Lucid Diagnostics Inc.

Healthcare
1
New
$0.97 - $1.48 $0.97 - $1.48
1 $0
Logistic Properties Of The A
9
New
N/A
9 $0
URGN
Uro Gen Pharma Ltd.

Healthcare
9
New
$12.96 - $21.42 $117 - $193
9 $0
LDI
Loan Depot, Inc.

Financial Services
1
New
$1.28 - $4.56 $1.28 - $4.56
1 $0
Meridian Corporation
26
New
N/A
26 $0
MRC
Mrc Global Inc.

Energy
27
New
$12.79 - $15.34 $345 - $414
27 $0
MGTX
Meira G Tx Holdings PLC

Healthcare
40
New
$6.4 - $8.89 $256 - $356
40 $0
IQLT
Ishares Msci Intl Quality Fact

ETFs
0
New
$41.43 - $44.2 $0 - $0
0 $0
MED
Medifast Inc

Consumer Cyclical
29
New
$12.74 - $15.22 $369 - $441
29 $0
SB
Safe Bulkers, Inc.

Industrials
68
New
$3.64 - $4.68 $248 - $318
68 $0
Mntn Inc
80
New
N/A
80 $0
MXCT
Maxcyte, Inc.

Healthcare
97
New
$1.27 - $2.33 $123 - $226
97 $0
Marketwise Inc
1
New
N/A
1 $0
MNKD
Mannkind Corp

Healthcare
124
New
$3.42 - $5.74 $424 - $712
124 $0
Critical Metals Corp
725
New
N/A
725 $0
AOSL
Alpha & Omega Semiconductor LTD

Technology
1
New
$24.69 - $30.69 $24.7 - $30.7
1 $0
MPTI
M Tron Industries, Inc.

Technology
1
New
$38.68 - $55.48 $38.7 - $55.5
1 $0
TUSK
Mammoth Energy Services, Inc.

Industrials
11
New
$2.2 - $2.84 $24.2 - $31.2
11 $0
LOB
Live Oak Bancshares, Inc.

Financial Services
12
New
$30.54 - $38.72 $366 - $465
12 $0
LCNB
Lcnb Corp

Financial Services
9
New
$14.2 - $16.35 $128 - $147
9 $0
Teekay Corporation LTD
136
New
N/A
136 $0
PANL
Pangaea Logistics Solutions Ltd.

Industrials
15
New
$4.59 - $5.64 $68.9 - $84.6
15 $0
Lexeo Therapeutics Inc
304
New
N/A
304 $0
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
38
New
$8.44 - $10.83 $321 - $412
38 $0
KRO
Kronos Worldwide Inc

Basic Materials
160
New
$4.86 - $6.66 $778 - $1.07K
160 $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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