Clearstead Advisors, LLC Sells in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-987
- 7.49%
$100.16 - $100.7 $98.9K - $99.4K
12.2K $1.23M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-4.94K
- 1.09%
$36.55 - $37.16 $181K - $184K
449K $16.7M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-922
- 8.24%
$116.29 - $120.92 $107K - $111K
10.3K $1.23M
BALL
Ball Corp

Consumer Cyclical
-911
- 10.38%
$48.47 - $59.71 $44.2K - $54.4K
7.86K $396K
VTHR
Vanguard Russell 3000 ETF

ETFs
-1.41K
- 9.49%
$272.54 - $295.85 $384K - $417K
13.4K $3.96M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-211
- 1.8%
$25.5 - $35.2 $5.38K - $7.43K
11.5K $293K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-3.14K
- 1.2%
$42.75 - $43.37 $134K - $136K
258K $11.2M
OFC
Corporate Office Properties Trust

Real Estate
-3.68K
- 83.81%
N/A
710 $17K
PULS
Pgim ETF Tr

ETFs
-1.84K
- 3.45%
$49.58 - $49.83 $91.1K - $91.5K
51.5K $2.56M
KR
Kroger CO

Consumer Defensive
-148
- 0.85%
$64.52 - $74.35 $9.55K - $11K
17.3K $1.17M
SPMD
Spdr Portfolio

ETFs
-1.92K
- 19.72%
$54.43 - $58.29 $105K - $112K
7.84K $448K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-600
- 53.81%
$107.28 - $125.1 $64.4K - $75.1K
515 $55K
FIS
Fidelity National Information Services, Inc.

Technology
-274
- 7.24%
$63.37 - $82.35 $17.4K - $22.6K
3.51K $231K
WSO
Watsco Inc

Industrials
-165
- 57.89%
$381.94 - $489.97 $63K - $80.8K
120 $48K
COIN
Coinbase Global, Inc.

Technology
-193
- 22.63%
$297.99 - $419.78 $57.5K - $81K
660 $222K
AIG
American International Group, Inc.

Financial Services
-386
- 5.95%
$76.34 - $85.87 $29.5K - $33.1K
6.1K $479K
FTV
Fortive Corp

Technology
-770
- 6.72%
$46.55 - $53.34 $35.8K - $41.1K
10.7K $523K
CSL
Carlisle Companies Inc

Industrials
-110
- 13.55%
$327.52 - $435.11 $36K - $47.9K
702 $230K
OKE
Oneok Inc

Energy
-212
- 3.28%
$71.36 - $83.47 $15.1K - $17.7K
6.25K $455K
HAE
Haemonetics Corp

Healthcare
-678
- 45.08%
$47.67 - $78.17 $32.3K - $53K
826 $40K
TOWN
Towne Bank (Va)

Financial Services
-3.86K
- 2.4%
$34.49 - $37.64 $133K - $145K
157K $5.44M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-15.9K
- 23.49%
$3.81 - $4.04 $60.5K - $64.1K
51.7K $198K
RGEN
Repligen Corp

Healthcare
-640
- 39.02%
$111.43 - $134.0 $71.3K - $85.8K
1K $133K
FMC
Fmc Corp

Basic Materials
-1.61K
- 93.23%
$33.15 - $44.45 $53.4K - $71.6K
117 $3K
VDC
Vanguard Consumer Staples ETF

ETFs
-125
- 1.57%
$212.64 - $225.25 $26.6K - $28.2K
7.86K $1.68M
CAH
Cardinal Health Inc

Healthcare
-121
- 2.8%
$146.04 - $167.63 $17.7K - $20.3K
4.2K $659K
GTES
Gates Industrial Corp PLC

Industrials
-2.98K
- 70.59%
$23.38 - $26.14 $69.6K - $77.8K
1.24K $30K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-141
- 20.32%
$159.87 - $247.68 $22.5K - $34.9K
553 $98K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-11.7K
- 48.24%
$5.21 - $5.57 $61K - $65.3K
12.6K $66K
TYL
Tyler Technologies Inc

Technology
-95
- 49.48%
$522.22 - $611.76 $49.6K - $58.1K
97 $50K
ASH
Ashland Global Holdings Inc

Basic Materials
-772
- 6.93%
$47.62 - $56.6 $36.8K - $43.7K
10.4K $496K
SJM
J M Smucker CO

Consumer Defensive
-1.21K
- 18.28%
$102.24 - $113.2 $124K - $137K
5.41K $587K
ROLL
Rbc Bearings Inc

Industrials
-252
- 67.2%
N/A
123 $30K
ATR
Aptargroup, Inc.

Healthcare
-285
- 28.73%
$130.82 - $161.82 $37.3K - $46.1K
707 $94K
BR
Broadridge Financial Solutions, Inc.

Technology
-240
- 36.09%
$233.75 - $266.89 $56.1K - $64.1K
425 $101K
KMPR
Kemper Corp

Financial Services
-819
- 58.79%
$48.42 - $64.74 $39.7K - $53K
574 $29K
TTEK
Tetra Tech Inc

Industrials
-1.43K
- 30.54%
$33.1 - $38.34 $47.4K - $54.9K
3.26K $108K
PEB
Pebblebrook Hotel Trust

Real Estate
-5.92K
- 97.56%
$9.39 - $12.21 $55.6K - $72.3K
148 $1K
SBAC
Sba Communications Corp

Real Estate
-197
- 40.45%
$191.35 - $239.35 $37.7K - $47.2K
290 $56K
CNM
Core & Main, Inc.

Industrials
-881
- 58.89%
$48.56 - $66.98 $42.8K - $59K
615 $33K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-751
- 60.56%
$50.98 - $67.62 $38.3K - $50.8K
489 $27K
INSM
Insmed Inc

Healthcare
-574
- 94.56%
$96.14 - $147.2 $55.2K - $84.5K
33 $4K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-263
- 54.45%
$108.8 - $169.61 $28.6K - $44.6K
220 $23K
OPCH
Option Care Health, Inc.

Healthcare
-305
- 3.08%
$26.82 - $31.95 $8.18K - $9.74K
9.59K $266K
CHE
Chemed Corp

Healthcare
-97
- 42.54%
$412.3 - $483.92 $40K - $46.9K
131 $58K
SSNC
Ss&C Technologies Holdings Inc

Technology
-1.32K
- 12.4%
$81.85 - $90.2 $108K - $119K
9.29K $824K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.84K
- 16.94%
$42.28 - $45.71 $77.8K - $84.2K
9.03K $410K
BSY
Bentley Systems Inc

Technology
-946
- 60.1%
$51.48 - $58.72 $48.7K - $55.5K
628 $32K
ESAB
Esab Corp

Industrials
-425
- 82.05%
$108.14 - $134.17 $46K - $57K
93 $10K
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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