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
DC
Dakota Gold Corp.

Basic Materials
71
New
$3.6 - $4.94 $256 - $351
71 $0
Kodiak Gas Svcs Inc
6
New
N/A
6 $0
James Hardie Inds PLC
19
New
N/A
19 $0
SPNS
Sapiens International Corp N V

Technology
10
New
$26.49 - $43.05 $265 - $431
10 $0
RXST
Rx Sight, Inc.

Healthcare
1
New
$6.65 - $13.14 $6.65 - $13.1
1 $0
Ishares Tr
434K
New
N/A
434K $0
Rezolve Ai PLC
360
New
N/A
360 $0
Himalaya Shipping LTD
2
New
N/A
2 $0
Avadel Pharmaceuticals PLC
15
New
N/A
15 $0
Diversified Energy Company P
1
New
N/A
1 $0
ADCT
Adc Therapeutics Sa

Healthcare
1
New
$2.64 - $4.02 $2.64 - $4.02
1 $0
Waldencast PLC
30
New
N/A
30 $0
LQDT
Liquidity Services Inc

Consumer Cyclical
1
New
$23.48 - $28.24 $23.5 - $28.2
1 $0
LNKB
Linkbancorp, Inc.

Financial Services
17
New
$6.68 - $7.7 $114 - $131
17 $0
LILA
Liberty Latin America Ltd.

Communication Services
43
New
$6.13 - $8.3 $264 - $357
43 $0
Lineage Inc
266
New
N/A
266 $0
Ishares Tr
154
New
N/A
154 $0
TBPH
Theravance Biopharma, Inc.

Healthcare
20
New
$10.9 - $14.6 $218 - $292
20 $0
Ishares Tr
119
New
N/A
119 $0
Ishares Tr
124
New
N/A
124 $0
IGT
International Game Technology PLC

Consumer Cyclical
44
New
$14.29 - $18.14 $629 - $798
44 $0
Niq Global Intelligence PLC
1.66K
New
N/A
1.66K $0
PFHC
Pro Frac Holding Corp.

Energy
774
New
N/A
774 $0
RC
Ready Capital Corp

Real Estate
233
New
$3.71 - $4.66 $864 - $1.09K
233 $0
RELY
Remitly Global, Inc.

Technology
53
New
$15.79 - $20.25 $837 - $1.07K
53 $0
U
Unity Software Inc.

Technology
6
New
$24.01 - $46.53 $144 - $279
6 $0
USCB
Uscb Financial Holdings, Inc.

Financial Services
6
New
$16.08 - $18.51 $96.5 - $111
6 $0
Sb Finl Group Inc
6
New
N/A
6 $0
USNA
Usana Health Sciences Inc

Consumer Defensive
1
New
$27.55 - $35.43 $27.6 - $35.4
1 $0
Neos ETF Trust
19.2K
New
N/A
19.2K $0
Sezzle Inc
3
New
N/A
3 $0
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
51
New
$3.63 - $7.13 $185 - $364
51 $0
Rapport Therapeutics Inc
33
New
N/A
33 $0
Vivid Seats Inc
1
New
N/A
1 $0
VMD
Viemed Healthcare, Inc.

Healthcare
1
New
$5.93 - $7.44 $5.93 - $7.44
1 $0
Victory Portfolios Ii
643
New
N/A
643 $0
PRG
Prog Holdings, Inc.

Industrials
18
New
$28.2 - $36.35 $508 - $654
18 $0
PUMP
Pro Petro Holding Corp.

Energy
88
New
$4.52 - $6.64 $398 - $584
88 $0
VEL
Velocity Financial, Inc.

Financial Services
1
New
$16.33 - $19.19 $16.3 - $19.2
1 $0
QTRX
Quanterix Corp

Healthcare
132
New
$4.29 - $6.98 $566 - $921
132 $0
QS
Quantum Scape Corp

Consumer Cyclical
2
New
$6.36 - $14.64 $12.7 - $29.3
2 $0
TWST
Twist Bioscience Corp

Healthcare
27
New
$24.16 - $39.12 $652 - $1.06K
27 $0
SKYX
Skyx Platforms Corp.

Industrials
1
New
$1.0 - $1.32 $1 - $1.32
1 $0
SWKH
Swk Holdings Corp

Financial Services
6
New
$14.02 - $15.28 $84.1 - $91.7
6 $0
TIPT
Tiptree Inc.

Financial Services
38
New
$19.05 - $25.49 $724 - $969
38 $0
Tidal Trust Ii
318
New
N/A
318 $0
SMMT
Summit Therapeutics Inc.

Healthcare
2
New
$17.61 - $30.02 $35.2 - $60
2 $0
STKL
Sun Opta Inc.

Consumer Defensive
40
New
$5.19 - $6.73 $208 - $269
40 $0
Telomir Pharmaceuticals Inc
12.5K
New
N/A
12.5K $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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