Clearstead Advisors, LLC Sells in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.16K
- 2.78%
$25.29 - $28.33 $54.7K - $61.2K
75.5K $2.11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.62K
- 2.35%
$24.46 - $26.5 $64.1K - $69.4K
109K $2.87M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.14K
- 2.16%
$68.24 - $73.73 $77.7K - $83.9K
51.6K $3.79M
SO
Southern CO

Utilities
-140
- 0.25%
$90.83 - $96.0 $12.7K - $13.4K
55.8K $5.29M
LMT
Lockheed Martin Corp

Industrials
-658
- 4.93%
$410.74 - $499.21 $270K - $328K
12.7K $6.34M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-8.75K
- 3.91%
$9.2 - $10.5 $80.5K - $91.8K
215K $2.23M
ACWI
Ishares Msci Acwi ETF

ETFs
-3.23K
- 4.92%
$128.32 - $138.41 $414K - $447K
62.4K $8.63M
MOD
Modine Manufacturing CO

Consumer Cyclical
-6
- 0.14%
$90.02 - $158.57 $540 - $951
4.43K $629K
CSX
Csx Corp

Industrials
-2.42K
- 2.34%
$32.05 - $36.52 $77.7K - $88.5K
101K $3.59M
VHT
Vanguard Health Care ETF

ETFs
-20
- 0.1%
$239.12 - $259.95 $4.78K - $5.2K
19.5K $5.05M
SHOP
Shopify Inc.

Technology
-74
- 1.0%
$112.11 - $157.12 $8.3K - $11.6K
7.29K $1.08M
APH
Amphenol Corp

Technology
-2.4K
- 11.2%
$97.39 - $125.4 $234K - $301K
19.1K $2.36M
AOA
Ishares Tr Core Aggressive All

ETFs
-517
- 0.83%
$82.71 - $88.14 $42.8K - $45.6K
62K $5.46M
MSI
Motorola Solutions, Inc.

Technology
-106
- 1.3%
$408.73 - $490.3 $43.3K - $52K
8.07K $3.69M
VGT
Vanguard Information Technolog

ETFs
-85
- 2.18%
$656.44 - $753.15 $55.8K - $64K
3.81K $2.85M
STX
Seagate Technology Holdings PLC

Technology
-33K
- 37.53%
$142.01 - $236.06 $4.68M - $7.79M
54.9K $13M
FSLR
First Solar, Inc.

Technology
-139
- 2.43%
$160.84 - $223.53 $22.4K - $31.1K
5.59K $1.23M
UNH
Unitedhealth Group Inc

Healthcare
-952
- 5.17%
$237.77 - $353.61 $226K - $337K
17.5K $6.03M
MRK
Merck & Co., Inc.

Healthcare
-3.17K
- 2.72%
$77.6 - $87.37 $246K - $277K
113K $9.52M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.98K
- 2.4%
$67.01 - $72.84 $133K - $144K
80.5K $5.83M
IWN
Ishares Russell2000 Val ETF

ETFs
-12
- 0.07%
$157.1 - $178.94 $1.89K - $2.15K
16.8K $2.97M
WSM
Williams Sonoma Inc

Consumer Cyclical
-132
- 1.21%
$163.62 - $210.2 $21.6K - $27.7K
10.8K $2.11M
VLO
Valero Energy Corp

Energy
-85
- 0.79%
$131.77 - $175.63 $11.2K - $14.9K
10.6K $1.81M
MCD
Mcdonalds Corp

Consumer Cyclical
-447
- 1.01%
$291.67 - $316.99 $130K - $142K
43.6K $13.3M
VEA
Vanguard Ftse Developed Market

ETFs
-5.99K
- 2.3%
$56.02 - $60.3 $336K - $361K
255K $15.3M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.55K
- 8.0%
$215.01 - $273.02 $764K - $970K
40.9K $10.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-5.3K
- 2.44%
$28.92 - $32.19 $153K - $171K
212K $6.77M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.04K
- 0.57%
$28.15 - $30.13 $57.4K - $61.4K
354K $10.5M
IWS
Ishares Russell Midcap Value E

ETFs
-883
- 1.03%
$132.83 - $140.61 $117K - $124K
84.8K $11.8M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-9.21K
- 2.16%
$48.04 - $50.89 $443K - $469K
417K $21.2M
BE
Bloom Energy Corp

Industrials
-5.54K
- 29.56%
$22.13 - $86.27 $123K - $478K
13.2K $1.12M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.36K
- 1.55%
$135.0 - $146.02 $183K - $198K
86.1K $12.5M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.27K
- 4.25%
$121.35 - $144.54 $276K - $329K
51.2K $7.41M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.89K
- 1.03%
$136.48 - $142.97 $394K - $413K
277K $38.8M
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.03K
- 0.8%
$84.55 - $89.54 $171K - $181K
251K $22.5M
VT
Vanguard Total World Stk Index

ETFs
-5.61K
- 3.11%
$128.41 - $138.03 $721K - $775K
175K $24.1M
TTWO
Take Two Interactive Software Inc

Communication Services
-604
- 0.84%
$217.37 - $259.96 $131K - $157K
71.6K $18.5M
VUG
Vanguard Growth ETF

ETFs
-436
- 1.51%
$433.97 - $484.08 $189K - $211K
28.4K $13.6M
NOC
Northrop Grumman Corp

Industrials
-71
- 0.69%
$498.9 - $609.32 $35.4K - $43.3K
10.3K $6.26M
GS
Goldman Sachs Group Inc

Financial Services
-247
- 1.69%
$696.56 - $806.32 $172K - $199K
14.4K $11.4M
PH
Parker Hannifin Corp

Industrials
-178
- 0.85%
$697.13 - $769.67 $124K - $137K
20.8K $15.8M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-333
- 0.71%
$567.09 - $607.37 $189K - $202K
46.7K $27.8M
GLW
Corning Inc

Technology
-879
- 2.02%
$51.6 - $82.03 $45.4K - $72.1K
42.6K $3.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
-688
- 0.47%
$192.76 - $203.86 $133K - $140K
146K $29.6M
LECO
Lincoln Electric Holdings Inc

Industrials
-266
- 0.58%
$210.22 - $247.76 $55.9K - $65.9K
45.3K $10.7M
AVGO
Broadcom Inc.

Technology
-13K
- 12.11%
$264.74 - $369.57 $3.45M - $4.81M
94.4K $31.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-77
- 0.11%
$339.37 - $366.46 $26.1K - $28.2K
71.2K $26M
IWV
Ishares Russell 3000 ETF

ETFs
-2.41K
- 2.32%
$351.04 - $379.81 $847K - $916K
102K $38.5M
IWM
Ishares Russell 2000 ETF

ETFs
-543
- 0.57%
$214.92 - $244.84 $117K - $133K
94.3K $22.8M
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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