Clearstead Advisors, LLC Sells in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SABR
Sabre Corp

Consumer Cyclical
-59.1K
- 98.57%
$1.71 - $3.42 $101K - $202K
857 $1K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-7.54K
- 74.06%
$24.11 - $24.94 $182K - $188K
2.64K $65K
HXL
Hexcel Corp

Industrials
-3.36K
- 82.96%
$57.15 - $64.88 $192K - $218K
691 $43K
PPG
Ppg Industries Inc

Basic Materials
-134
- 0.67%
$103.65 - $119.07 $13.9K - $16K
19.7K $2.07M
DGX
Quest Diagnostics Inc

Healthcare
-1.31K
- 54.01%
N/A
1.12K $153K
AMKR
Amkor Technology, Inc.

Technology
-9.1K
- 84.44%
$21.14 - $29.58 $192K - $269K
1.68K $47K
CRWD
Crowd Strike Holdings, Inc.

Technology
-238
- 7.63%
$412.46 - $514.1 $98.2K - $122K
2.88K $1.41M
XLP
Consumer Staples Sector Spdr

ETFs
-2.24K
- 72.07%
N/A
867 $65K
GILD
Gilead Sciences, Inc.

Healthcare
-1.54K
- 29.82%
$108.22 - $120.47 $167K - $185K
3.62K $402K
PSX
Phillips 66

Energy
-3.08K
- 20.7%
$118.37 - $139.46 $365K - $430K
11.8K $1.61M
FCPT
Four Corners Property Trust, Inc.

Real Estate
-6.04K
- 96.04%
$24.37 - $27.18 $147K - $164K
249 $6K
BK
Bank Of New York Mellon Corp

Financial Services
-2.14K
- 53.98%
$90.65 - $109.75 $194K - $235K
1.82K $198K
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.11K
- 55.41%
$53.36 - $59.69 $166K - $185K
2.5K $145K
AIN
Albany International Corp

Consumer Cyclical
-2.22K
- 97.84%
$52.8 - $72.53 $117K - $161K
49 $2K
CTAS
Cintas Corp

Industrials
-246
- 4.23%
$199.29 - $226.27 $49K - $55.7K
5.57K $1.14M
IBDV
Ishares Tr

Technology
-6.98K
- 30.53%
$21.75 - $22.22 $152K - $155K
15.9K $352K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-8.23K
- 1.35%
$37.14 - $37.85 $306K - $311K
602K $22.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.42K
- 4.55%
$137.51 - $145.26 $333K - $352K
50.8K $7.24M
RSG
Republic Services, Inc.

Industrials
-291
- 6.52%
$225.33 - $246.01 $65.6K - $71.6K
4.17K $957K
ENTG
Entegris Inc

Technology
-1.86K
- 78.83%
$72.03 - $95.97 $134K - $179K
500 $46K
TKR
Timken CO

Industrials
-1.96K
- 93.69%
$73.5 - $81.69 $144K - $160K
132 $9K
XPRO
Expro Group Holdings N.V.

Energy
-16.5K
- 98.13%
$8.27 - $12.66 $137K - $209K
315 $3K
AROC
Archrock, Inc.

Energy
-5.6K
- 82.21%
$22.0 - $26.51 $123K - $148K
1.21K $31K
HEI
Heico Corp

Industrials
-400
- 23.89%
$304.5 - $337.56 $122K - $135K
1.27K $411K
IEF
Ishares Barclays

ETFs
-1.5K
- 13.74%
$93.91 - $97.26 $141K - $146K
9.43K $909K
MBB
Ishares Tr

ETFs
-1.43K
- 44.62%
$92.46 - $95.73 $132K - $137K
1.77K $168K
TOST
Toast, Inc.

Technology
-280
- 1.79%
$36.51 - $49.3 $10.2K - $13.8K
15.4K $562K
WWW
Wolverine World Wide Inc

Consumer Cyclical
-7.5K
- 93.18%
$18.93 - $32.4 $142K - $243K
549 $15K
EL
Estee Lauder Companies Inc

Consumer Defensive
-1.8K
- 45.09%
$83.65 - $95.26 $151K - $171K
2.19K $193K
FV
First Trust Dorsey Wright Focu

ETFs
-2.23K
- 45.19%
$59.23 - $62.14 $132K - $139K
2.7K $167K
XLV
Select Sector Spdr Fund Health

ETFs
-1.03K
- 23.99%
$129.01 - $139.72 $133K - $144K
3.28K $455K
GPRE
Green Plains Inc.

Basic Materials
-25K
- 71.29%
$6.23 - $11.15 $155K - $278K
10K $88K
COP
Conocophillips

Energy
-2.54K
- 10.43%
$91.0 - $98.99 $231K - $252K
21.8K $2.07M
TT
Trane Technologies PLC

Industrials
-168
- 5.25%
$398.96 - $472.54 $67K - $79.4K
3.03K $1.28M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-1.61K
- 16.24%
$170.68 - $192.95 $274K - $310K
8.29K $1.59M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-5.6K
- 35.96%
$20.66 - $20.74 $116K - $116K
9.97K $206K
CME
Cme Group Inc.

Financial Services
-121
- 0.82%
$258.83 - $287.1 $31.3K - $34.7K
14.6K $3.93M
HMN
Horace Mann Educators Corp

Financial Services
-2.58K
- 97.03%
$40.17 - $47.59 $104K - $123K
79 $3K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.48K
- 19.67%
$76.16 - $78.59 $113K - $116K
6.04K $471K
CINF
Cincinnati Financial Corp

Financial Services
-2.06K
- 8.75%
$145.8 - $158.1 $300K - $325K
21.5K $3.39M
TNET
Trinet Group, Inc.

Industrials
-1.48K
- 99.8%
$62.83 - $75.19 $93.1K - $111K
3 $0
DXCM
Dexcom Inc

Healthcare
-817
- 30.7%
$66.46 - $89.53 $54.3K - $73.1K
1.84K $124K
BMI
Badger Meter Inc

Technology
-242
- 24.87%
$172.32 - $245.81 $41.7K - $59.5K
731 $130K
DIOD
Diodes Inc

Technology
-2.05K
- 98.7%
$47.17 - $57.76 $96.6K - $118K
27 $1K
CGDV
Capital Group Divid Value ETF

ETFs
-2.71K
- 86.54%
$39.59 - $42.21 $107K - $114K
421 $17K
XLU
Utilities Sector Spdr

ETFs
-1.59K
- 26.15%
$81.14 - $87.32 $129K - $138K
4.48K $390K
VRNA
Verona Pharma PLC

Healthcare
-1.16K
- 69.81%
$90.08 - $106.69 $104K - $123K
500 $53K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-423
- 3.22%
$94.03 - $117.16 $39.8K - $49.6K
12.7K $1.2M
EXR
Extra Space Storage Inc.

Real Estate
-528
- 13.47%
$134.36 - $152.88 $70.9K - $80.7K
3.39K $478K
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