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
Synchronoss Technologies Inc
17
New
N/A
17 $0
Synergy Chc Corp
25
New
N/A
25 $0
T Rowe Price ETF Inc
199
New
N/A
199 $0
Southstate Bk Corp
357
New
N/A
357 $0
COOK
Traeger, Inc.

Consumer Cyclical
1
New
$1.22 - $2.02 $1.22 - $2.02
1 $0
Safehold Inc
339
New
N/A
339 $0
TRVI
Trevi Therapeutics, Inc.

Healthcare
39
New
$5.62 - $9.62 $219 - $375
39 $0
SNDR
Schneider National, Inc.

Industrials
24
New
$21.09 - $26.92 $506 - $646
24 $0
WTTR
Select Energy Services, Inc.

Energy
58
New
$7.91 - $11.05 $459 - $641
58 $0
SEM
Select Medical Holdings Corp

Healthcare
17
New
$11.77 - $15.25 $200 - $259
17 $0
Qxo Inc
1.21K
New
N/A
1.21K $0
TZOO
Travelzoo

Communication Services
47
New
N/A
47 $0
TASK
Task Us, Inc.

Technology
4
New
$16.73 - $18.21 $66.9 - $72.8
4 $0
BORR
Borr Drilling LTD

Energy
1
New
$1.86 - $3.17 $1.86 - $3.17
1 $0
Wolfspeed Inc
1
New
N/A
1 $0
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
46
New
$8.2 - $12.84 $377 - $591
46 $0
OCUL
Ocular Therapeutix, Inc

Healthcare
35
New
$9.09 - $13.6 $318 - $476
35 $0
OMCL
Omnicell, Inc

Healthcare
10
New
$26.88 - $33.62 $269 - $336
10 $0
ONTF
On24 Inc.

Technology
50
New
$4.71 - $6.04 $236 - $302
50 $0
OPAL
Opal Fuels Inc.

Utilities
142
New
$2.05 - $2.67 $291 - $379
142 $0
Orchid Is Cap Inc
1
New
N/A
1 $0
ORGO
Organogenesis Holdings Inc.

Healthcare
13
New
$3.78 - $5.03 $49.1 - $65.4
13 $0
ZIP
Ziprecruiter, Inc.

Industrials
14
New
$3.48 - $5.36 $48.7 - $75
14 $0
Titan Amer Sa
54
New
N/A
54 $0
Princeton Bancorp Inc
2
New
N/A
2 $0
Biohaven LTD
279
New
N/A
279 $0
NTST
Netstreit Corp.

Real Estate
36
New
$16.82 - $18.96 $606 - $683
36 $0
Anglogold Ashanti PLC
39
New
N/A
39 $0
Viper Energy Inc
1.29K
New
N/A
1.29K $0
Amer Sports Inc
4
New
N/A
4 $0
NXRT
Nex Point Residential Trust, Inc.

Real Estate
6
New
$30.55 - $34.72 $183 - $208
6 $0
Ni Hldgs Inc
5
New
N/A
5 $0
PARR
Par Pacific Holdings, Inc.

Energy
22
New
$27.09 - $37.84 $596 - $832
22 $0
PGRE
Paramount Group, Inc.

Real Estate
10
New
$6.03 - $7.55 $60.3 - $75.5
10 $0
Paramount Skydance Corp
310
New
N/A
310 $0
PSIX
Power Solutions International, Inc.

Industrials
4
New
$63.95 - $115.78 $256 - $463
4 $0
MAPS
Wm Technology, Inc.

Technology
240
New
$0.88 - $1.3 $211 - $312
240 $0
TLS
Telos Corp

Technology
2
New
$2.38 - $7.28 $4.76 - $14.6
2 $0
PNRG
Primeenergy Resources Corp

Energy
1
New
$144.5 - $183.68 $145 - $184
1 $0
WTI
W&T Offshore Inc

Energy
1
New
$1.65 - $2.06 $1.65 - $2.06
1 $0
Pro Dex Inc Colo
5
New
N/A
5 $0
Volatility Shs Tr
680
New
N/A
680 $0
PRA
Proassurance Corp

Financial Services
19
New
$22.83 - $24.04 $434 - $457
19 $0
PWFL
Power Fleet, Inc.

Technology
59
New
N/A
59 $0
PSTL
Postal Realty Trust, Inc.

Real Estate
1
New
$13.7 - $16.35 $13.7 - $16.4
1 $0
Wheels Up Experience Inc
20K
New
N/A
20K $0
Pattern Group Inc
737
New
N/A
737 $0
PNTG
Pennant Group, Inc.

Healthcare
7
New
$22.07 - $27.54 $154 - $193
7 $0
Pimco ETF Tr
435
New
N/A
435 $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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