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
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
3
New
$38.16 - $41.91 $114 - $126
3 $0
SYNL
Synalloy Corp
11
New
N/A
11 $0
TMP
Tompkins Financial Corp

Financial Services
2
New
$62.34 - $71.09 $125 - $142
2 $0
TR
Tootsie Roll Industries Inc

Consumer Defensive
22
New
$34.05 - $41.92 $749 - $922
22 $0
TG
Tredegar Corp

Industrials
1
New
$7.19 - $9.3 $7.19 - $9.3
1 $0
YELP
Yelp Inc

Communication Services
4
New
$30.48 - $35.26 $122 - $141
4 $0
Cadrenal Therapeutics Inc
150
New
N/A
150 $0
ECPG
Encore Capital Group Inc

Financial Services
18
New
$35.97 - $46.09 $647 - $830
18 $0
EPSN
Epsilon Energy Ltd.

Energy
52
New
$4.93 - $7.52 $256 - $391
52 $0
ESCA
Escalade Inc

Consumer Cyclical
18
New
$11.78 - $14.98 $212 - $270
18 $0
Figma Inc
30
New
N/A
30 $0
FISI
Financial Institutions Inc

Financial Services
2
New
$24.69 - $27.76 $49.4 - $55.5
2 $0
FBIZ
First Business Financial Services, Inc.

Financial Services
11
New
$46.69 - $54.69 $514 - $602
11 $0
FCCO
First Community Corp

Financial Services
1
New
$24.47 - $29.14 $24.5 - $29.1
1 $0
FC
Franklin Covey CO

Industrials
1
New
$18.4 - $24.17 $18.4 - $24.2
1 $0
FULC
Fulcrum Therapeutics, Inc.

Healthcare
4
New
$6.34 - $8.84 $25.4 - $35.4
4 $0
DCO
Ducommun Inc

Industrials
8
New
$82.72 - $96.13 $662 - $769
8 $0
DOMO
Domo, Inc.

Technology
2
New
$13.44 - $18.2 $26.9 - $36.4
2 $0
DCGO
Doc Go Inc.

Healthcare
24
New
$1.33 - $1.73 $31.9 - $41.5
24 $0
CAL
Caleres Inc

Consumer Cyclical
28
New
$13.04 - $15.75 $365 - $441
28 $0
CAC
Camden National Corp

Financial Services
10
New
$36.6 - $43.51 $366 - $435
10 $0
CCBG
Capital City Bank Group Inc

Financial Services
3
New
$38.5 - $44.03 $116 - $132
3 $0
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
1
New
$12.77 - $14.42 $12.8 - $14.4
1 $0
CZWI
Citizens Community Bancorp Inc.

Financial Services
6
New
$14.0 - $16.69 $84 - $100
6 $0
ENOV
Enovis Corp

Industrials
14
New
$25.74 - $35.94 $360 - $503
14 $0
BBCP
Concrete Pumping Holdings, Inc.

Industrials
1
New
$6.16 - $7.64 $6.16 - $7.64
1 $0
CRVL
Corvel Corp

Financial Services
4
New
$77.22 - $104.34 $309 - $417
4 $0
CACC
Credit Acceptance Corp

Financial Services
1
New
$447.51 - $543.74 $448 - $544
1 $0
CGEM
Cullinan Oncology, Inc.

Healthcare
49
New
$5.93 - $8.34 $291 - $409
49 $0
GENC
Gencor Industries Inc

Industrials
4
New
$13.84 - $16.68 $55.4 - $66.7
4 $0
GNE
Genie Energy Ltd.

Utilities
26
New
$14.82 - $26.59 $385 - $691
26 $0
ROCK
Gibraltar Industries, Inc.

Industrials
12
New
$58.09 - $66.74 $697 - $801
12 $0
KMPH
Kempharm, Inc

Healthcare
1
New
N/A
1 $0
KOPN
Kopin Corp

Technology
1
New
$1.54 - $2.71 $1.54 - $2.71
1 $0
Korro Bio Inc
18
New
N/A
18 $0
LMNR
Limoneira CO

Consumer Defensive
12
New
$14.68 - $16.52 $176 - $198
12 $0
Lucid Group Inc
1.3K
New
N/A
1.3K $0
MCG
Membership Collective Group Inc.

Consumer Cyclical
3
New
N/A
3 $0
MLKN
Millerknoll, Inc.

Consumer Cyclical
2
New
$16.96 - $22.19 $33.9 - $44.4
2 $0
MLR
Miller Industries Inc

Consumer Cyclical
1
New
$38.19 - $46.56 $38.2 - $46.6
1 $0
MNRO
Monro, Inc.

Consumer Cyclical
7
New
$13.07 - $18.68 $91.5 - $131
7 $0
Airjoule Technologies Corp
77
New
N/A
77 $0
KLTR
Kaltura Inc

Technology
1
New
$1.38 - $2.02 $1.38 - $2.02
1 $0
JJSF
J&J Snack Foods Corp

Consumer Defensive
10
New
$95.27 - $119.44 $953 - $1.19K
10 $0
Infinity Nat Res Inc
63
New
N/A
63 $0
GWRS
Global Water Resources, Inc.

Utilities
52
New
$9.36 - $10.81 $487 - $562
52 $0
Graftech Intl LTD
100
New
N/A
100 $0
GSBC
Great Southern Bancorp, Inc.

Financial Services
2
New
$55.99 - $64.51 $112 - $129
2 $0
GCBC
Greene County Bancorp Inc

Financial Services
3
New
$22.49 - $25.75 $67.5 - $77.3
3 $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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email