Clearstead Advisors, LLC Sells in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ROL
Rollins Inc

Consumer Cyclical
-942
- 54.26%
$55.05 - $58.74 $51.9K - $55.3K
794 $46K
VAW
Vanguard Materials ETF

ETFs
-416
- 12.13%
$193.21 - $210.15 $80.4K - $87.4K
3.01K $617K
BNDX
Vanguard Total International B

ETFs
-1K
- 13.31%
$49.0 - $49.51 $49.1K - $49.6K
6.52K $322K
FOUR
Shift4 Payments, Inc.

Technology
-318
- 27.58%
$77.4 - $106.81 $24.6K - $34K
835 $64K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-271
- 49.36%
$138.59 - $171.12 $37.6K - $46.4K
278 $39K
FICO
Fair Isaac Corp

Technology
-12
- 12.9%
$1311.26 - $1869.83 $15.7K - $22.4K
81 $121K
EEFT
Euronet Worldwide, Inc.

Technology
-447
- 65.07%
$87.37 - $107.37 $39.1K - $48K
240 $21K
FSV
First Service Corp

Real Estate
-279
- 72.47%
$175.69 - $208.43 $49K - $58.2K
106 $20K
EFV
Msci Eafe Value ETF

ETFs
-1.9K
- 10.03%
$62.79 - $68.42 $119K - $130K
17.1K $1.16M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-417
- 27.25%
$119.73 - $134.7 $49.9K - $56.2K
1.11K $148K
TRGP
Targa Resources Corp.

Energy
-249
- 44.15%
$160.52 - $174.4 $40K - $43.4K
315 $52K
HLN
Haleon PLC

Healthcare
-1.13K
- 4.42%
$8.72 - $10.35 $9.84K - $11.7K
24.4K $219K
NCR
Ncr Corp

Technology
-2.88K
- 10.36%
N/A
24.9K $391K
MSCI
Msci Inc.

Financial Services
-67
- 7.75%
$526.48 - $588.0 $35.3K - $39.4K
797 $452K
WTM
White Mountains Insurance Group LTD

Financial Services
-23
- 42.59%
$1671.52 - $1869.81 $38.4K - $43K
31 $51K
ECVT
Ecovyst Inc.

Basic Materials
-7.17K
- 21.39%
$7.6 - $9.37 $54.5K - $67.2K
26.3K $230K
CIGI
Colliers International Group Inc.

Real Estate
-376
- 71.62%
$130.51 - $169.02 $49.1K - $63.6K
149 $23K
WLY
John Wiley & Sons, Inc.

Communication Services
-960
- 68.87%
$37.89 - $43.52 $36.4K - $41.8K
434 $17K
APO
Apollo Global Management, Inc.

Financial Services
-251
- 20.16%
$131.55 - $156.05 $33K - $39.2K
994 $132K
WDAY
Workday, Inc.

Technology
-188
- 14.02%
$213.69 - $247.69 $40.2K - $46.6K
1.15K $277K
CUBE
Cube Smart

Real Estate
-435
- 3.04%
$38.71 - $43.34 $16.8K - $18.9K
13.9K $564K
LNTH
Lantheus Holdings, Inc.

Healthcare
-170
- 15.41%
$50.11 - $83.83 $8.52K - $14.3K
933 $47K
CNX
Cnx Resources Corp

Energy
-1.18K
- 53.77%
$28.11 - $35.2 $33.3K - $41.7K
1.02K $32K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-322
- 43.93%
$93.1 - $110.49 $30K - $35.6K
411 $38K
NRG
Nrg Energy, Inc.

Utilities
-255
- 41.8%
$144.77 - $173.91 $36.9K - $44.3K
355 $57K
CR
Crane Holdings, Co.

Industrials
-200
- 35.65%
$178.73 - $198.45 $35.7K - $39.7K
361 $66K
CBU
Community Bank System, Inc.

Financial Services
-699
- 62.19%
$51.46 - $62.05 $36K - $43.4K
425 $24K
CE
Celanese Corp

Basic Materials
-671
- 87.71%
$39.94 - $62.39 $26.8K - $41.9K
94 $3K
POWI
Power Integrations Inc

Technology
-584
- 60.02%
$39.37 - $59.54 $23K - $34.8K
389 $15K
WU
Western Union CO

Financial Services
-2.79K
- 7.42%
$7.88 - $8.84 $22K - $24.7K
34.8K $278K
EMB
Ishares Tr

ETFs
-463
- 18.61%
$91.52 - $95.59 $42.4K - $44.3K
2.03K $192K
DFIV
Dimensional ETF Tr

ETFs
-1.09K
- 30.06%
$42.66 - $46.53 $46.6K - $50.9K
2.54K $117K
IBP
Installed Building Products, Inc.

Consumer Cyclical
-249
- 70.54%
$184.09 - $279.47 $45.8K - $69.6K
104 $25K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-102
- 98.08%
$332.69 - $399.0 $33.9K - $40.7K
2 $0
TTE
Total Energies Se

Energy
-545
- 59.89%
N/A
365 $25K
XLB
Select Sector Spdr Fd Material

ETFs
-461
- 17.83%
$86.72 - $92.61 $40K - $42.7K
2.13K $190K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-239
- 62.57%
$158.03 - $197.08 $37.8K - $47.1K
143 $23K
ACA
Arcosa, Inc.

Industrials
-447
- 59.05%
$83.66 - $100.23 $37.4K - $44.8K
310 $29K
HUN
Huntsman Corp

Basic Materials
-3.25K
- 64.17%
$8.87 - $12.07 $28.8K - $39.2K
1.82K $16K
EAT
Brinker International, Inc

Consumer Cyclical
-75
- 15.86%
$126.68 - $184.02 $9.5K - $13.8K
398 $50K
TRV
Travelers Companies, Inc.

Financial Services
-421
- 5.89%
$250.62 - $279.43 $106K - $118K
6.73K $1.88M
PATH
Ui Path, Inc.

Technology
-3.11K
- 23.3%
$10.44 - $13.38 $32.4K - $41.6K
10.2K $136K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-714
- 2.93%
$107.66 - $112.36 $76.9K - $80.2K
23.7K $2.64M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-644
- 16.82%
$74.73 - $80.82 $48.1K - $52K
3.18K $253K
WCN
Waste Connections, Inc.

Industrials
-21
- 0.77%
$171.32 - $191.84 $3.6K - $4.03K
2.7K $474K
HELE
Helen Of Troy LTD

Consumer Defensive
-1.14K
- 87.83%
$20.05 - $33.25 $22.9K - $37.9K
158 $3K
VMI
Valmont Industries Inc

Industrials
-139
- 41.37%
$328.58 - $387.73 $45.7K - $53.9K
197 $76K
EFX
Equifax Inc

Industrials
-107
- 4.91%
$234.03 - $265.73 $25K - $28.4K
2.07K $531K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-2.62K
- 25.27%
$12.9 - $13.59 $33.8K - $35.6K
7.74K $103K
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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