Clearstead Advisors, LLC Sells in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DAR
Darling Ingredients Inc.

Consumer Defensive
-7.09K
- 89.57%
$29.74 - $39.45 $211K - $280K
825 $25K
KEY
Keycorp

Financial Services
-92.5K
- 8.07%
$17.37 - $19.39 $1.61M - $1.79M
1.05M $19.7M
FRST
Primis Financial Corp.

Financial Services
-25.2K
- 95.44%
$10.51 - $12.1 $265K - $305K
1.21K $12K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
-2.72K
- 30.96%
$43.5 - $71.86 $118K - $196K
6.07K $267K
FITB
Fifth Third Bancorp

Financial Services
-17.3K
- 11.79%
$40.91 - $46.28 $708K - $801K
130K $5.77M
MMM
3 M CO

Industrials
-2.31K
- 7.52%
$144.41 - $160.2 $333K - $370K
28.4K $4.4M
EQIX
Equinix Inc

Real Estate
-321
- 34.55%
$756.7 - $811.13 $243K - $260K
608 $476K
SF
Stifel Financial Corp

Financial Services
-2.49K
- 90.3%
$105.26 - $116.4 $263K - $290K
268 $30K
RGLD
Royal Gold Inc

Basic Materials
-1.44K
- 88.11%
$151.42 - $200.58 $218K - $288K
194 $38K
UMBF
Umb Financial Corp

Financial Services
-2.4K
- 89.14%
$106.84 - $125.59 $257K - $302K
293 $34K
FCFS
First Cash Holdings, Inc.

Financial Services
-1.95K
- 74.66%
$120.08 - $158.42 $235K - $309K
663 $105K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-1.92K
- 85.8%
$122.0 - $138.74 $234K - $267K
318 $40K
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 5.0%
$692600.0 - $759798.0 $693K - $760K
19 $14.3M
MKC
Mccormick & CO Inc

Consumer Defensive
-857
- 4.03%
$64.3 - $77.17 $55.1K - $66.1K
20.4K $1.37M
AIR
Aar Corp

Industrials
-3.56K
- 98.91%
$69.47 - $89.67 $247K - $319K
39 $3K
CB
Chubb LTD

Financial Services
-517
- 3.94%
$265.99 - $289.59 $138K - $150K
12.6K $3.55M
UBSI
United Bankshares Inc

Financial Services
-6.61K
- 96.85%
$35.03 - $38.73 $231K - $256K
215 $8K
ARES
Ares Management Corp

Financial Services
-1.17K
- 30.11%
$159.89 - $192.76 $187K - $225K
2.71K $433K
LFUS
Littelfuse Inc

Technology
-1.08K
- 84.73%
$228.23 - $271.17 $247K - $293K
195 $50K
FORM
Formfactor Inc

Technology
-6.94K
- 91.3%
$27.62 - $37.7 $192K - $262K
661 $24K
FELE
Franklin Electric CO Inc

Industrials
-2.6K
- 97.71%
$89.51 - $99.6 $233K - $259K
61 $5K
BWXT
Bwx Technologies, Inc.

Industrials
-1.73K
- 82.4%
$136.45 - $184.37 $236K - $319K
369 $68K
R
Ryder System Inc

Industrials
-1.5K
- 89.88%
$168.66 - $189.57 $253K - $285K
169 $31K
TRMK
Trustmark Corp

Financial Services
-6.37K
- 95.63%
$36.46 - $41.06 $232K - $262K
291 $11K
PLXS
Plexus Corp

Technology
-1.71K
- 97.05%
$118.29 - $145.34 $203K - $249K
52 $7K
EFSC
Enterprise Financial Services Corp

Financial Services
-4.15K
- 95.65%
$53.81 - $61.68 $223K - $256K
189 $10K
BOX
Box Inc

Technology
-6.58K
- 98.14%
$31.03 - $33.73 $204K - $222K
125 $4K
UCBI
United Community Banks Inc

Financial Services
-7.67K
- 99.93%
N/A
5 $0
KMB
Kimberly Clark Corp

Consumer Defensive
-1.07K
- 5.41%
$121.72 - $136.77 $130K - $146K
18.7K $2.32M
CBT
Cabot Corp

Basic Materials
-2.97K
- 97.47%
$72.0 - $82.94 $214K - $246K
77 $5K
PSTG
Pure Storage, Inc.

Technology
-4.27K
- 81.71%
$54.47 - $88.29 $233K - $377K
956 $80K
BMY
Bristol Myers Squibb CO

Healthcare
-1.74K
- 1.46%
$43.31 - $48.98 $75.1K - $85K
117K $5.29M
GTO
Invesco Actively Managed ETF T

ETFs
-5.01K
- 15.4%
$46.43 - $47.91 $232K - $240K
27.5K $1.31M
OCC
Optical Cable Corp

Technology
-106K
- 85.53%
$3.0 - $9.79 $317K - $1.04M
17.9K $145K
SOUN
Soundhound Ai, Inc.

Technology
-22.6K
- 79.02%
$10.11 - $18.05 $228K - $408K
6K $96K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.91K
- 25.48%
$224.68 - $282.71 $654K - $824K
8.52K $2.38M
RWR
Spdr Dow Jones Reit ETF

ETFs
-5.29K
- 6.32%
$95.17 - $101.62 $503K - $537K
78.3K $7.86M
MTH
Meritage Homes Corp

Consumer Cyclical
-3.13K
- 91.04%
$67.34 - $82.83 $211K - $259K
308 $22K
STAG
Stag Industrial, Inc.

Real Estate
-5.7K
- 95.81%
$34.28 - $36.97 $195K - $211K
249 $8K
EQH
Equitable Holdings, Inc.

Financial Services
-1.26K
- 4.69%
$50.09 - $55.88 $63.1K - $70.4K
25.6K $1.3M
OGS
One Gas, Inc.

Utilities
-2.88K
- 96.8%
$72.16 - $80.94 $208K - $233K
95 $7K
MAR
Marriott International Inc

Consumer Cyclical
-489
- 8.35%
$255.35 - $282.87 $125K - $138K
5.37K $1.4M
MSTR
Microstrategy Inc

Technology
-95
- 4.58%
$300.7 - $455.9 $28.6K - $43.3K
1.98K $637K
PFE
Pfizer Inc

Healthcare
-17.8K
- 8.72%
$23.29 - $25.88 $415K - $461K
186K $4.75M
OII
Oceaneering International Inc

Energy
-9.64K
- 99.35%
$20.47 - $25.66 $197K - $247K
63 $1K
FRME
First Merchants Corp

Financial Services
-5.2K
- 91.4%
$37.07 - $41.88 $193K - $218K
489 $18K
CGGO
Capital Group Global Growth Eq

ETFs
-7.01K
- 38.19%
$31.71 - $34.17 $222K - $239K
11.3K $387K
SAP
Sap Se

Technology
-102
- 2.21%
$252.42 - $311.93 $25.7K - $31.8K
4.52K $1.21M
XLE
Energy Sector Spdr

ETFs
-3.1K
- 17.36%
$84.25 - $91.99 $261K - $285K
14.7K $1.32M
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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