Clearstead Advisors, LLC Sells in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CODI
Compass Diversified Holdings

Industrials
-1.1K
- 11.61%
$6.04 - $7.69 $6.67K - $8.49K
8.4K $55K
UHS
Universal Health Services Inc

Healthcare
-40
- 24.24%
$154.95 - $204.44 $6.2K - $8.18K
125 $25K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-48
- 41.38%
$105.93 - $131.8 $5.08K - $6.33K
68 $8K
DNP
Dnp Select Income Fund Inc

Financial Services
-380
- 28.59%
$9.65 - $10.02 $3.67K - $3.81K
949 $9K
ADSK
Autodesk, Inc.

Technology
-17
- 0.76%
N/A
2.21K $542K
GH
Guardant Health, Inc.

Healthcare
-76
- 61.29%
$40.98 - $67.42 $3.11K - $5.12K
48 $2K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-129
- 48.5%
$31.86 - $39.7 $4.11K - $5.12K
137 $4K
AVNT
Avient Corp

Basic Materials
-184
- 7.28%
$31.57 - $37.86 $5.81K - $6.97K
2.34K $77K
BLND
Blend Labs, Inc.

Technology
-1.31K
- 64.64%
$2.73 - $4.37 $3.57K - $5.71K
715 $2K
ZI
Zoom Info Technologies Inc.

Technology
-403
- 6.22%
N/A
6.07K $61K
ENPH
Enphase Energy, Inc.

Technology
-74
- 64.35%
$30.11 - $42.97 $2.23K - $3.18K
41 $1K
TDY
Teledyne Technologies Inc

Technology
-19
- 16.38%
$509.51 - $586.04 $9.68K - $11.1K
97 $56K
PRO
Pros Holdings, Inc.

Technology
-283
- 54.11%
$14.1 - $23.02 $3.99K - $6.51K
240 $5K
OEC
Orion Engineered Carbons S.A.

Basic Materials
-46
- 5.63%
$7.5 - $11.52 $345 - $530
771 $5K
FTDR
Frontdoor, Inc.

Consumer Cyclical
-100
- 20.04%
$54.88 - $68.04 $5.49K - $6.8K
399 $26K
RLJ
Rlj Lodging Trust

Real Estate
-321
- 17.54%
$6.95 - $7.89 $2.23K - $2.53K
1.51K $10K
EQR
Equity Residential

Real Estate
-29
- 9.54%
$62.3 - $68.34 $1.81K - $1.98K
275 $17K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-89
- 13.99%
$59.28 - $71.9 $5.28K - $6.4K
547 $36K
SCL
Stepan CO

Basic Materials
-32
- 15.76%
$46.44 - $59.75 $1.49K - $1.91K
171 $8K
TDC
Teradata Corp

Technology
-119
- 13.48%
$20.11 - $23.21 $2.39K - $2.76K
764 $16K
ESTA
Establishment Labs Holdings Inc.

Healthcare
-49
- 41.18%
$33.62 - $46.11 $1.65K - $2.26K
70 $2K
LAD
Lithia Motors Inc

Consumer Cyclical
-4
- 8.33%
$284.47 - $356.6 $1.14K - $1.43K
44 $13K
LCII
Lci Industries

Consumer Cyclical
-46
- 10.85%
$93.15 - $107.98 $4.28K - $4.97K
378 $35K
CHDN
Churchill Downs Inc

Consumer Cyclical
-24
- 17.52%
$95.3 - $113.75 $2.29K - $2.73K
113 $10K
AGO
Assured Guaranty LTD

Financial Services
-26
- 4.05%
$80.41 - $86.64 $2.09K - $2.25K
616 $52K
HNST
Honest Company, Inc.

Consumer Cyclical
-759
- 97.18%
$3.66 - $5.15 $2.78K - $3.91K
22 $0
TGTX
Tg Therapeutics, Inc.

Healthcare
-66
- 32.67%
$26.39 - $39.19 $1.74K - $2.59K
136 $4K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-341
- 17.84%
$24.02 - $27.91 $8.19K - $9.52K
1.57K $43K
RVLV
Revolve Group, Inc.

Consumer Cyclical
-125
- 79.62%
$19.09 - $24.09 $2.39K - $3.01K
32 $0
HY
Hyster Yale Materials Handling, Inc.

Industrials
-6
- 0.61%
$35.77 - $43.8 $215 - $263
982 $36K
CMCO
Columbus Mckinnon Corp

Industrials
-179
- 31.29%
$13.58 - $16.86 $2.43K - $3.02K
393 $5K
ALLE
Allegion PLC

Industrials
-161
- 20.18%
$145.55 - $179.33 $23.4K - $28.9K
637 $112K
BGNE
Bei Gene, Ltd.

Healthcare
-14
- 4.46%
N/A
300 $68K
BHP
Bhp Group LTD

Basic Materials
-47
- 44.76%
$48.67 - $56.22 $2.29K - $2.64K
58 $3K
MTDR
Matador Resources CO

Energy
-15
- 3.35%
$44.93 - $52.55 $674 - $788
433 $19K
MTRN
Materion Corp

Basic Materials
-46
- 56.79%
$80.72 - $122.12 $3.71K - $5.62K
35 $4K
UWMC
Uwm Holdings Corp

Financial Services
-856
- 53.94%
$3.99 - $6.91 $3.42K - $5.91K
731 $4K
A
Agilent Technologies, Inc.

Healthcare
-118
- 9.7%
$112.04 - $128.75 $13.2K - $15.2K
1.1K $141K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-108
- 1.31%
$81.76 - $86.36 $8.83K - $9.33K
8.12K $689K
SITM
Sitime Corp

Technology
-20
- 54.05%
$190.16 - $318.05 $3.8K - $6.36K
17 $5K
GPS
Gap Inc

Consumer Cyclical
-137
- 5.04%
N/A
2.58K $52K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-109
- 17.06%
$46.69 - $59.27 $5.09K - $6.46K
530 $28K
WEN
Wendy'S CO

Consumer Cyclical
-177
- 89.85%
$9.09 - $11.88 $1.61K - $2.1K
20 $0
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-45
- 18.37%
$56.62 - $61.48 $2.55K - $2.77K
200 $12K
BIGC
Big Commerce Holdings, Inc.

Technology
-493
- 99.6%
$4.16 - $5.26 $2.05K - $2.59K
2 $0
THRY
Thryv Holdings, Inc.

Communication Services
-152
- 34.08%
$11.76 - $13.85 $1.79K - $2.11K
294 $3K
KHC
Kraft Heinz CO

Consumer Defensive
-421
- 0.95%
$25.63 - $28.94 $10.8K - $12.2K
44.1K $1.15M
NOV
Nov Inc.

Energy
-207
- 24.44%
$11.88 - $14.16 $2.46K - $2.93K
640 $8K
KALU
Kaiser Aluminum Corp

Basic Materials
-8
- 1.96%
$72.44 - $92.64 $580 - $741
400 $30K
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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