Clearstead Advisors, LLC Sells in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
-1.21K
- 6.9%
$368.57 - $403.53 $447K - $490K
16.4K $6.06M
PM
Philip Morris International Inc.

Consumer Defensive
-660
- 1.72%
$157.77 - $183.27 $104K - $121K
37.7K $6.12M
CARR
Carrier Global Corp

Industrials
-7.35K
- 23.85%
$58.75 - $80.73 $432K - $593K
23.5K $1.4M
ADP
Automatic Data Processing Inc

Industrials
-838
- 2.08%
$288.69 - $310.94 $242K - $261K
39.5K $11.6M
AUB
Atlantic Union Bankshares Corp

Financial Services
-25.6K
- 79.25%
$31.23 - $36.56 $801K - $938K
6.72K $236K
DOW
Dow Inc.

Basic Materials
-27K
- 86.51%
$20.87 - $30.37 $564K - $820K
4.21K $96K
PRGO
Perrigo CO PLC

Healthcare
-27.1K
- 99.93%
$20.76 - $28.43 $562K - $769K
18 $0
AMZN
Amazon Com Inc

Consumer Cyclical
-3.54K
- 0.99%
$211.65 - $238.24 $750K - $844K
355K $78M
TGT
Target Corp

Consumer Defensive
-3.72K
- 9.87%
$86.56 - $107.43 $322K - $400K
34K $3.05M
IBM
International Business Machines Corp

Technology
-478
- 1.14%
$234.77 - $292.47 $112K - $140K
41.5K $11.7M
UNP
Union Pacific Corp

Industrials
-3.21K
- 15.92%
$214.91 - $237.16 $690K - $762K
17K $4.01M
ELV
Elevance Health, Inc.

Healthcare
-178
- 2.24%
$274.66 - $395.76 $48.9K - $70.4K
7.75K $2.51M
FNDC
Schwab Fundamental Intl Small

ETFs
-13.7K
- 81.94%
$41.81 - $45.21 $573K - $619K
3.02K $134K
FCNCA
First Citizens Bancshares Inc

Financial Services
-211
- 20.43%
$1789.16 - $2158.23 $378K - $455K
822 $1.47M
FTNT
Fortinet, Inc.

Technology
-3.87K
- 40.69%
$74.39 - $107.65 $288K - $416K
5.64K $474K
VNLA
Janus Henderson Short Duration

ETFs
-10.3K
- 54.62%
$48.99 - $49.29 $503K - $506K
8.53K $420K
PAYX
Paychex Inc

Industrials
-1.62K
- 10.61%
$126.69 - $147.99 $206K - $240K
13.7K $1.73M
HLI
Houlihan Lokey, Inc.

Financial Services
-2.63K
- 86.86%
$181.55 - $209.19 $478K - $551K
398 $81K
EEMV
Ishares Msci Emerging Markets

ETFs
-7.56K
- 33.3%
$61.94 - $64.63 $468K - $488K
15.1K $966K
SMG
Scotts Miracle Gro CO

Basic Materials
-5.43K
- 34.31%
$55.82 - $70.08 $303K - $381K
10.4K $592K
CI
Cigna Corp

Healthcare
-453
- 6.21%
$262.23 - $334.39 $119K - $151K
6.84K $1.97M
ALC
Alcon Inc

Healthcare
-4.61K
- 96.02%
$73.24 - $92.22 $338K - $425K
191 $14K
KEX
Kirby Corp

Industrials
-795
- 6.99%
$82.64 - $120.83 $65.7K - $96.1K
10.6K $882K
BSX
Boston Scientific Corp

Healthcare
-2.97K
- 24.8%
$97.03 - $108.14 $288K - $321K
8.99K $878K
CWST
Casella Waste Systems Inc

Industrials
-3.21K
- 80.57%
$86.69 - $114.82 $279K - $369K
775 $73K
JXI
Ishares Tr Global Utils ETF

ETFs
-5.78K
- 30.96%
$73.06 - $77.66 $422K - $449K
12.9K $1M
SPXC
Spx Corp

Industrials
-2.17K
- 94.34%
$168.95 - $204.31 $366K - $443K
130 $24K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-17.9K
- 3.55%
$23.54 - $23.97 $422K - $429K
486K $11.6M
RGA
Reinsurance Group Of America Inc

Financial Services
-1.8K
- 88.89%
$177.1 - $199.23 $319K - $359K
225 $43K
RYN
Rayonier Inc

Real Estate
-15.9K
- 92.72%
$22.68 - $27.11 $362K - $432K
1.25K $33K
ITGR
Integer Holdings Corp

Healthcare
-2.75K
- 99.96%
$100.19 - $121.77 $276K - $335K
1 $0
EMR
Emerson Electric CO

Industrials
-1.87K
- 4.34%
$128.6 - $149.63 $240K - $279K
41.1K $5.4M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-5.32K
- 99.98%
$53.89 - $68.51 $287K - $364K
1 $0
FLS
Flowserve Corp

Industrials
-6.29K
- 84.48%
$51.98 - $57.7 $327K - $363K
1.16K $61K
SNY
Sanofi

Healthcare
-6.45K
- 34.09%
$45.07 - $51.35 $291K - $331K
12.5K $588K
PSN
Parsons Corp

Industrials
-4.62K
- 82.77%
$72.77 - $82.92 $336K - $383K
961 $79K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-21.3K
- 84.24%
$13.69 - $15.48 $292K - $330K
3.99K $54K
KMX
Carmax Inc

Consumer Cyclical
-1.29K
- 11.24%
$44.86 - $71.57 $57.8K - $92.2K
10.2K $456K
CSCO
Cisco Systems, Inc.

Technology
-1.01K
- 0.4%
$66.2 - $71.79 $66.6K - $72.2K
253K $17.3M
AHH
Armada Hoffler Properties, Inc.

Real Estate
-58.1K
- 8.03%
$6.69 - $7.56 $389K - $439K
666K $4.67M
WING
Wingstop Inc.

Consumer Cyclical
-242
- 8.41%
$247.44 - $377.34 $59.9K - $91.3K
2.64K $663K
YUM
Yum Brands Inc

Consumer Cyclical
-2.27K
- 20.32%
$139.5 - $153.94 $317K - $350K
8.91K $1.35M
AMP
Ameriprise Financial Inc

Financial Services
-257
- 6.52%
$486.13 - $544.55 $125K - $140K
3.68K $1.81M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.42K
- 10.74%
$282.75 - $294.19 $402K - $418K
11.8K $3.47M
IT
Gartner Inc

Technology
-604
- 65.65%
$225.98 - $406.7 $136K - $246K
316 $83K
AEIS
Advanced Energy Industries Inc

Industrials
-2.14K
- 98.48%
$133.59 - $176.59 $286K - $378K
33 $5K
NVO
Novo Nordisk A S

Healthcare
-386
- 2.05%
$45.38 - $71.7 $17.5K - $27.7K
18.4K $1.02M
GATX
Gatx Corp

Industrials
-1.87K
- 78.78%
$149.23 - $176.97 $279K - $330K
503 $87K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-7K
- 99.96%
$39.94 - $65.42 $279K - $458K
3 $0
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email