Clearstead Advisors, LLC Sells in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UTI
Universal Technical Institute Inc

Consumer Defensive
-213
- 29.75%
$25.5 - $33.42 $5.43K - $7.12K
503 $16K
UGI
Ugi Corp

Utilities
-180
- 40.0%
$32.64 - $37.14 $5.88K - $6.69K
270 $8K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-226
- 33.53%
$46.25 - $56.87 $10.5K - $12.9K
448 $22K
CF
Cf Industries Holdings, Inc.

Basic Materials
-74
- 13.99%
$80.91 - $98.75 $5.99K - $7.31K
455 $40K
WDFC
Wd 40 CO

Basic Materials
-32
- 53.33%
$195.27 - $233.16 $6.25K - $7.46K
28 $5K
EXPO
Exponent Inc

Industrials
-31
- 2.89%
$68.33 - $77.6 $2.12K - $2.41K
1.04K $72K
ATRC
Atri Cure, Inc.

Healthcare
-240
- 83.33%
$29.24 - $37.87 $7.02K - $9.09K
48 $1K
LI
Li Auto Inc.

Consumer Cyclical
-330
- 99.7%
$22.6 - $31.8 $7.46K - $10.5K
1 $0
KWR
Quaker Chemical Corp

Basic Materials
-81
- 71.68%
$114.42 - $145.36 $9.27K - $11.8K
32 $4K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-32
- 24.81%
$362.31 - $405.74 $11.6K - $13K
97 $39K
WTFC
Wintrust Financial Corp

Financial Services
-93
- 16.09%
$122.55 - $139.81 $11.4K - $13K
485 $64K
LIVN
Liva Nova PLC

Healthcare
-179
- 47.11%
$41.13 - $58.72 $7.36K - $10.5K
201 $10K
ACGL
Arch Capital Group Ltd.

Financial Services
-41
- 0.38%
$85.61 - $93.54 $3.51K - $3.84K
10.7K $968K
NGG
National Grid PLC

Utilities
-81
- 10.45%
$67.98 - $74.38 $5.51K - $6.02K
694 $50K
FIBK
First Interstate Bancsystem Inc

Financial Services
-317
- 28.87%
$28.41 - $33.84 $9.01K - $10.7K
781 $24K
DXC
Dxc Technology CO

Technology
-367
- 46.63%
$12.85 - $16.24 $4.72K - $5.96K
420 $5K
GNRC
Generac Holdings Inc.

Industrials
-110
- 22.36%
$146.61 - $202.85 $16.1K - $22.3K
382 $63K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-61
- 34.08%
$99.92 - $146.67 $6.1K - $8.95K
118 $15K
FSS
Federal Signal Corp

Industrials
-72
- 59.5%
$104.86 - $129.8 $7.55K - $9.35K
49 $5K
LSTR
Landstar System Inc

Industrials
-29
- 12.83%
$120.68 - $146.55 $3.5K - $4.25K
197 $24K
CVLT
Commvault Systems Inc

Technology
-81
- 12.44%
$163.43 - $195.41 $13.2K - $15.8K
570 $107K
DY
Dycom Industries Inc

Industrials
-31
- 44.29%
$244.32 - $294.01 $7.57K - $9.11K
39 $11K
TMDX
Trans Medics Group, Inc.

Healthcare
-14
- 7.14%
$103.61 - $132.04 $1.45K - $1.85K
182 $20K
CDRE
Cadre Holdings, Inc.

Industrials
-204
- 98.08%
$28.44 - $36.97 $5.8K - $7.54K
4 $0
MLAB
Mesa Laboratories Inc

Technology
-59
- 62.77%
$57.44 - $103.4 $3.39K - $6.1K
35 $2K
ICLR
Icon PLC

Healthcare
-60
- 41.67%
$139.63 - $195.01 $8.38K - $11.7K
84 $14K
CRAI
Cra International, Inc.

Industrials
-48
- 27.27%
$170.16 - $212.31 $8.17K - $10.2K
128 $26K
AVPT
Ave Point, Inc.

Technology
-312
- 79.8%
$14.33 - $19.31 $4.47K - $6.02K
79 $1K
CYBR
Cyber Ark Software Ltd.

Technology
-43
- 23.12%
$374.8 - $491.1 $16.1K - $21.1K
143 $69K
FRSH
Freshworks Inc.

Technology
-393
- 88.51%
$11.77 - $15.36 $4.63K - $6.04K
51 $0
ALK
Alaska Air Group, Inc.

Industrials
-115
- 8.01%
$49.73 - $63.86 $5.72K - $7.34K
1.32K $65K
CLX
Clorox CO

Consumer Defensive
-219
- 3.33%
$117.67 - $131.43 $25.8K - $28.8K
6.36K $783K
MIDD
Middleby Corp

Industrials
-36
- 39.56%
$118.3 - $150.16 $4.26K - $5.41K
55 $7K
ENSG
Ensign Group, Inc

Healthcare
-67
- 25.28%
$136.36 - $174.12 $9.14K - $11.7K
198 $34K
RNG
Ring Central, Inc.

Technology
-187
- 59.37%
$23.62 - $32.44 $4.42K - $6.07K
128 $3K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-390
- 47.33%
$11.64 - $15.79 $4.54K - $6.16K
434 $6K
OXY
Occidental Petroleum Corp

Energy
-1.72K
- 11.82%
$42.54 - $48.1 $73.2K - $82.8K
12.8K $606K
GENI
Genius Sports LTD

Communication Services
-510
- 96.77%
$9.74 - $13.55 $4.97K - $6.91K
17 $0
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-63
- 26.14%
$73.7 - $90.42 $4.64K - $5.7K
178 $13K
COLB
Columbia Banking System, Inc.

Financial Services
-300
- 24.94%
$23.26 - $27.31 $6.98K - $8.19K
903 $23K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
-262
- 99.24%
$18.0 - $24.76 $4.72K - $6.49K
2 $0
BRP
Brp Group, Inc.

Financial Services
-131
- 16.58%
N/A
659 $26K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-56
- 38.36%
$57.1 - $70.52 $3.2K - $3.95K
90 $5K
TFII
Tfi International Inc.

Industrials
-42
- 16.34%
$84.43 - $96.79 $3.55K - $4.07K
215 $18K
HLIT
Harmonic Inc

Technology
-408
- 54.77%
$8.35 - $10.49 $3.41K - $4.28K
337 $3K
QAI
Iq Hedge Multi Strategy Compos

ETFs
-128
- 36.36%
$32.26 - $33.68 $4.13K - $4.31K
224 $7K
KBR
Kbr, Inc.

Industrials
-73
- 13.64%
$45.52 - $51.61 $3.32K - $3.77K
462 $21K
SNEX
Stone X Group Inc.

Financial Services
-80
- 17.78%
$81.94 - $104.56 $6.56K - $8.36K
370 $37K
BILL
Bill.Com Holdings, Inc.

Technology
-78
- 51.32%
$39.02 - $54.53 $3.04K - $4.25K
74 $3K
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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