Clearstead Advisors, LLC Sells in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-105
- 1.11%
$29.55 - $32.52 $3.1K - $3.41K
9.31K $298K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-53
- 1.5%
$133.48 - $144.38 $7.07K - $7.65K
3.47K $494K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-978
- 0.76%
$72.57 - $74.72 $71K - $73.1K
127K $9.45M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-70
- 2.61%
$236.25 - $257.69 $16.5K - $18K
2.61K $668K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-282
- 3.64%
$131.47 - $143.64 $37.1K - $40.5K
7.47K $1.06M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-79
- 1.52%
$90.62 - $107.71 $7.16K - $8.51K
5.1K $502K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-15
- 0.24%
$84.28 - $89.46 $1.26K - $1.34K
6.19K $550K
CEG
Constellation Energy Corp

Utilities
-43
- 0.6%
$298.82 - $354.89 $12.8K - $15.3K
7.17K $2.36M
SLV
I Shares Silver Trust

ETFs
-35
- 0.93%
$32.73 - $42.5 $1.15K - $1.49K
3.72K $157K
PSMT
Pricesmart Inc

Consumer Defensive
-10
- 0.46%
$102.01 - $122.66 $1.02K - $1.23K
2.15K $260K
TROW
Price T Rowe Group Inc

Financial Services
-315
- 2.81%
$98.67 - $111.52 $31.1K - $35.1K
10.9K $1.12M
DVY
Ishares Tr

ETFs
-2.14K
- 5.85%
$133.88 - $142.57 $287K - $306K
34.5K $4.9M
NDSN
Nordson Corp

Industrials
-532
- 4.18%
$209.25 - $227.98 $111K - $121K
12.2K $2.77M
ITA
Ishares Tr

ETFs
-24
- 1.03%
$184.73 - $209.26 $4.43K - $5.02K
2.32K $484K
BP
Bp PLC

Energy
-164
- 1.38%
$30.25 - $35.69 $4.96K - $5.85K
11.7K $403K
IGF
Ishares Global Infrastructure

ETFs
-786
- 1.55%
$58.29 - $61.43 $45.8K - $48.3K
50.1K $3.06M
PRIM
Primoris Services Corp

Industrials
-75
- 7.16%
$79.61 - $137.33 $5.97K - $10.3K
973 $133K
ACM
Aecom

Industrials
-97
- 2.55%
$111.08 - $132.99 $10.8K - $12.9K
3.71K $484K
F
Ford Motor CO

Consumer Cyclical
-1.9K
- 2.69%
$10.82 - $12.09 $20.6K - $23K
68.8K $822K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-517
- 3.67%
$121.46 - $130.92 $62.8K - $67.7K
13.6K $1.77M
WEC
Wec Energy Group, Inc.

Utilities
-69
- 1.07%
$103.66 - $114.59 $7.15K - $7.91K
6.4K $733K
MCK
Mckesson Corp

Healthcare
-86
- 2.73%
$659.01 - $772.54 $56.7K - $66.4K
3.06K $2.37M
DASH
Door Dash, Inc.

Communication Services
-25
- 0.95%
$234.5 - $272.5 $5.86K - $6.81K
2.6K $708K
RMBS
Rambus Inc

Technology
-592
- 19.07%
$62.85 - $107.38 $37.2K - $63.6K
2.51K $261K
DD
Du Pont De Nemours, Inc.

Basic Materials
-280
- 3.06%
$69.9 - $78.26 $19.6K - $21.9K
8.86K $690K
ALL
Allstate Corp

Financial Services
-675
- 4.32%
$192.0 - $214.65 $130K - $145K
15K $3.21M
IGM
Ishares Expanded Tech Sector E

ETFs
-99
- 1.71%
$110.96 - $127.67 $11K - $12.6K
5.69K $716K
ITW
Illinois Tool Works Inc

Industrials
-415
- 3.19%
$252.31 - $269.41 $105K - $112K
12.6K $3.29M
HAL
Halliburton CO

Energy
-329
- 1.79%
$20.5 - $25.11 $6.74K - $8.26K
18.1K $444K
TER
Teradyne, Inc

Technology
-18
- 1.19%
$90.15 - $137.64 $1.62K - $2.48K
1.5K $206K
RPM
Rpm International Inc

Basic Materials
-145
- 1.32%
$110.07 - $128.23 $16K - $18.6K
10.9K $1.28M
SRE
Sempra Energy

Utilities
-523
- 6.13%
$74.14 - $89.98 $38.8K - $47.1K
8.02K $721K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-17
- 0.35%
$68.94 - $86.3 $1.17K - $1.47K
4.83K $416K
CDNS
Cadence Design Systems Inc

Technology
-130
- 4.52%
$309.46 - $373.37 $40.2K - $48.5K
2.75K $964K
PLD
Prologis, Inc.

Real Estate
-46
- 0.49%
$104.08 - $115.35 $4.79K - $5.31K
9.26K $1.06M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-947
- 2.57%
$91.28 - $97.59 $86.4K - $92.4K
35.9K $3.44M
XEL
Xcel Energy Inc

Utilities
-13
- 0.18%
$67.56 - $80.65 $878 - $1.05K
7.21K $581K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.03K
- 1.22%
$27.61 - $29.15 $28.3K - $29.9K
82.7K $2.41M
ADM
Archer Daniels Midland CO

Consumer Defensive
-393
- 2.37%
$53.54 - $64.21 $21K - $25.2K
16.2K $965K
IYW
Ishares Dj Us Tech ETF

ETFs
-242
- 3.85%
$171.38 - $197.01 $41.5K - $47.7K
6.05K $1.18M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-106
- 0.32%
$53.81 - $57.52 $5.7K - $6.1K
33.5K $1.93M
CG
Carlyle Group Inc.

Financial Services
-1.52K
- 8.85%
$52.82 - $69.35 $80.4K - $106K
15.7K $982K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2
- -0.0%
$101.12 - $106.18 $202 - $212
42.5K $4.38M
QBTS
D Wave Quantum Inc.

Technology
-656
- 5.18%
$14.81 - $27.72 $9.72K - $18.2K
12K $296K
VNQ
Vanguard Specialized Funds Van

ETFs
-283
- 0.48%
$88.47 - $93.24 $25K - $26.4K
58.6K $5.36M
MPWR
Monolithic Power Systems Inc

Technology
-65
- 6.74%
$711.24 - $922.81 $46.2K - $60K
900 $828K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-552
- 5.53%
$208.02 - $237.84 $115K - $131K
9.43K $2.21M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-1.1K
- 0.79%
$18.02 - $19.56 $19.7K - $21.4K
138K $2.67M
NVS
Novartis Ag

Healthcare
-26
- 0.14%
$113.5 - $129.73 $2.95K - $3.37K
19K $2.44M
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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