Clearstead Advisors, LLC Sells in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APPF
Appfolio Inc

Technology
-35
- 14.17%
$229.81 - $321.25 $8.04K - $11.2K
212 $58K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-94
- 4.8%
$102.17 - $110.66 $9.6K - $10.4K
1.87K $206K
SIG
Signet Jewelers LTD

Consumer Cyclical
-17
- 7.11%
$74.31 - $96.87 $1.26K - $1.65K
222 $21K
MSA
Msa Safety Inc

Industrials
-68
- 2.25%
$168.32 - $180.03 $11.4K - $12.2K
2.95K $507K
JEF
Jefferies Financial Group Inc.

Financial Services
-11
- 3.26%
$54.67 - $70.36 $601 - $774
326 $21K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
-191
- 32.37%
$65.14 - $104.57 $12.4K - $20K
399 $40K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-64
- 6.98%
$35.43 - $43.53 $2.27K - $2.79K
853 $35K
CMS
Cms Energy Corp

Utilities
-99
- 3.62%
$69.37 - $74.67 $6.87K - $7.39K
2.63K $192K
AIT
Applied Industrial Technologies Inc

Industrials
-23
- 7.1%
$242.14 - $275.72 $5.57K - $6.34K
301 $78K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-123
- 0.14%
$24.14 - $24.34 $2.97K - $2.99K
89.4K $2.18M
LUMN
Lumen Technologies, Inc.

Communication Services
-652
- 17.04%
$3.7 - $6.22 $2.41K - $4.06K
3.18K $19K
FLEX
Flex Ltd.

Technology
-34
- 6.12%
$48.49 - $59.33 $1.65K - $2.02K
522 $30K
RDNT
Rad Net, Inc.

Healthcare
-73
- 15.27%
$52.53 - $77.24 $3.83K - $5.64K
405 $30K
FR
First Industrial Realty Trust Inc

Real Estate
-53
- 3.16%
$47.58 - $52.64 $2.52K - $2.79K
1.63K $83K
RIOT
Riot Blockchain, Inc.

Technology
-279
- 24.82%
$11.03 - $19.78 $3.08K - $5.52K
845 $16K
POWL
Powell Industries Inc

Industrials
-27
- 20.77%
$205.47 - $304.3 $5.55K - $8.22K
103 $31K
EVR
Evercore Inc.

Financial Services
-38
- 16.03%
$276.5 - $362.79 $10.5K - $13.8K
199 $67K
CCSI
Consensus Cloud Solutions, Inc.

Technology
-45
- 5.77%
$19.66 - $29.46 $885 - $1.33K
735 $21K
MTD
Mettler Toledo International Inc

Healthcare
-1
- 0.94%
$1166.48 - $1324.06 $1.17K - $1.32K
105 $128K
SANA
Sana Biotechnology, Inc.

Healthcare
-419
- 5.73%
$2.83 - $5.14 $1.19K - $2.15K
6.9K $24K
AX
Axos Financial, Inc.

Financial Services
-1
- 0.17%
$78.32 - $92.31 $78.3 - $92.3
601 $50K
MYE
Myers Industries Inc

Consumer Cyclical
-4
- 0.18%
$14.5 - $16.94 $58 - $67.8
2.2K $37K
ECL
Ecolab Inc.

Basic Materials
-40
- 1.09%
$259.39 - $285.47 $10.4K - $11.4K
3.63K $993K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-6
- 2.42%
$167.19 - $219.52 $1K - $1.32K
242 $53K
ETNB
89bio, Inc.

Healthcare
-243
- 10.73%
$8.02 - $14.96 $1.95K - $3.64K
2.02K $29K
IDCC
Inter Digital, Inc.

Communication Services
-38
- 22.62%
$221.35 - $349.23 $8.41K - $13.3K
130 $44K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-103
- 5.15%
$41.53 - $66.18 $4.28K - $6.82K
1.9K $107K
ELAN
Elanco Animal Health Inc

Healthcare
-6.25K
- 26.89%
$13.68 - $20.14 $85.5K - $126K
17K $342K
CRDO
Credo Technology Group Holding LTD

Technology
-84
- 20.05%
$87.59 - $172.31 $7.36K - $14.5K
335 $48K
USB
Us Bancorp \De\

Financial Services
-487
- 4.48%
$43.94 - $50.41 $21.4K - $24.5K
10.4K $502K
REAL
The Real Real, Inc.

Consumer Cyclical
-35
- 1.98%
$4.94 - $10.89 $173 - $381
1.73K $18K
SHEL
Shell PLC

Energy
-190
- 0.89%
$69.82 - $73.93 $13.3K - $14K
21.2K $1.52M
LSCC
Lattice Semiconductor Corp

Technology
-280
- 22.17%
$48.73 - $74.71 $13.6K - $20.9K
983 $72K
PATK
Patrick Industries Inc

Consumer Cyclical
-122
- 5.28%
$95.3 - $116.04 $11.6K - $14.2K
2.19K $226K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-165
- 3.28%
$87.69 - $96.0 $14.5K - $15.8K
4.87K $459K
OSIS
Osi Systems Inc

Technology
-3
- 0.52%
$208.12 - $249.24 $624 - $748
573 $142K
HCA
Hca Healthcare, Inc.

Healthcare
-64
- 6.93%
$334.32 - $426.2 $21.4K - $27.3K
859 $366K
MTZ
Mastec Inc

Industrials
-31
- 6.16%
$168.23 - $212.81 $5.22K - $6.6K
472 $100K
PCAR
Paccar Inc

Industrials
-142
- 1.63%
$92.91 - $102.86 $13.2K - $14.6K
8.58K $843K
HUBB
Hubbell Inc

Industrials
-119
- 3.93%
$410.51 - $450.93 $48.9K - $53.7K
2.91K $1.25M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-83
- 3.1%
$134.94 - $145.86 $11.2K - $12.1K
2.6K $377K
FE
Firstenergy Corp

Utilities
-117
- 2.93%
$39.76 - $45.82 $4.65K - $5.36K
3.88K $177K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-675
- 4.08%
$72.04 - $77.35 $48.6K - $52.2K
15.9K $1.22M
RDVY
First Trust Rising Dividend Ac

ETFs
-440
- 4.4%
$62.38 - $67.29 $27.4K - $29.6K
9.57K $643K
ASND
Ascendis Pharma A/S

Healthcare
-32
- 3.77%
$163.32 - $205.91 $5.23K - $6.59K
817 $162K
IMO
Imperial Oil LTD

Energy
-40
- 2.15%
$80.03 - $95.16 $3.2K - $3.81K
1.82K $165K
XYL
Xylem Inc.

Industrials
-235
- 8.15%
$129.67 - $147.5 $30.5K - $34.7K
2.65K $390K
ROK
Rockwell Automation, Inc

Industrials
-99
- 3.32%
$328.67 - $358.52 $32.5K - $35.5K
2.88K $1.01M
KEYS
Keysight Technologies, Inc.

Technology
-35
- 1.53%
$158.51 - $178.15 $5.55K - $6.24K
2.26K $394K
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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