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
WTBA
West Bancorporation Inc

Financial Services
3
New
$17.8 - $21.14 $53.4 - $63.4
3 $0
Webtoon Entmt Inc
119
New
N/A
119 $0
MYPS
Playstudios, Inc.

Communication Services
10
New
$0.92 - $1.37 $9.2 - $13.7
10 $0
PTWO
Pono Cap Two Inc Com Cl A
119
New
N/A
119 $0
PRVA
Privia Health Group, Inc.

Healthcare
19
New
$18.86 - $24.9 $358 - $473
19 $0
NKSH
National Bankshares Inc

Financial Services
2
New
$27.11 - $31.6 $54.2 - $63.2
2 $0
Penguin Solutions Inc
62
New
N/A
62 $0
PLBC
Plumas Bancorp

Financial Services
6
New
$40.01 - $47.52 $240 - $285
6 $0
Primo Brands Corporation
189
New
N/A
189 $0
LUNG
Pulmonx Corp

Healthcare
1
New
$1.51 - $3.78 $1.51 - $3.78
1 $0
RXT
Rackspace Technology, Inc.

Technology
85
New
$1.14 - $1.57 $96.9 - $133
85 $0
RPD
Rapid7, Inc.

Technology
40
New
$17.88 - $25.59 $715 - $1.02K
40 $0
RBCAA
Republic Bancorp Inc

Financial Services
7
New
$67.5 - $77.77 $473 - $544
7 $0
RBBN
Ribbon Communications Inc.

Communication Services
5
New
$3.58 - $4.25 $17.9 - $21.3
5 $0
RVSB
Riverview Bancorp Inc

Financial Services
22
New
$4.82 - $5.75 $106 - $127
22 $0
PKBK
Parke Bancorp, Inc.

Financial Services
12
New
$20.31 - $22.72 $244 - $273
12 $0
OXM
Oxford Industries Inc

Consumer Cyclical
5
New
$36.97 - $51.58 $185 - $258
5 $0
Outset Med Inc
49
New
N/A
49 $0
Natures Sunshine Prods Inc
12
New
N/A
12 $0
Adamas Trust Inc.
169
New
N/A
169 $0
Npk International Inc
25
New
N/A
25 $0
Nextnrg Inc
21
New
N/A
21 $0
NWPX
Northwest Pipe CO

Industrials
1
New
$40.54 - $53.97 $40.5 - $54
1 $0
NWFL
Norwood Financial Corp

Financial Services
1
New
$23.93 - $27.06 $23.9 - $27.1
1 $0
OVLY
Oak Valley Bancorp

Financial Services
4
New
$25.97 - $29.36 $104 - $117
4 $0
OLN
Olin Corp

Basic Materials
5
New
$18.23 - $26.93 $91.2 - $135
5 $0
OMER
Omeros Corp

Healthcare
26
New
$3.06 - $4.48 $79.6 - $116
26 $0
OSCR
Oscar Health, Inc.

Healthcare
8
New
$13.42 - $20.45 $107 - $164
8 $0
Rubrik Inc.
223
New
N/A
223 $0
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
9
New
$52.26 - $59.84 $470 - $539
9 $0
Elevra Lithium LTD
77
New
N/A
77 $0
USM
United States Cellular Corp

Communication Services
2
New
$51.29 - $77.01 $103 - $154
2 $0
Uniti Group LLC
2K
New
N/A
2K $0
UVSP
Univest Financial Corp

Financial Services
3
New
$28.12 - $32.7 $84.4 - $98.1
3 $0
UTMD
Utah Medical Products Inc

Healthcare
3
New
$54.95 - $63.44 $165 - $190
3 $0
UTZ
Utz Brands, Inc.

Consumer Defensive
68
New
$11.85 - $14.49 $806 - $985
68 $0
VNQI
Vanguard Global Ex U.S. Real

ETFs
2
New
$45.22 - $48.34 $90.4 - $96.7
2 $0
Verde Clean Fuels Inc
2
New
N/A
2 $0
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
24
New
$17.7 - $27.7 $425 - $665
24 $0
Waystar Hldg Corp
2
New
N/A
2 $0
Worthington Stl Inc
15
New
N/A
15 $0
UIHC
United Insurance Holdings Corp.

Financial Services
14
New
N/A
14 $0
Tuhura Biosciences Inc
131
New
N/A
131 $0
Triller Group Inc
1
New
N/A
1 $0
SCSC
Scansource, Inc.

Technology
1
New
$37.78 - $45.4 $37.8 - $45.4
1 $0
Schwab Strategic Tr
32
New
N/A
32 $0
SCMB
Schwab Strategic Tr Mun Bd ETF
170
New
N/A
170 $0
Sharplink Gaming Inc
950
New
N/A
950 $0
Sinclair Inc
1
New
N/A
1 $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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