Clearstead Advisors, LLC Sells in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PJT
Pjt Partners Inc.

Financial Services
-197
- 81.4%
$165.08 - $188.27 $32.5K - $37.1K
45 $7K
BROS
Dutch Bros Inc.

Consumer Cyclical
-466
- 99.15%
$52.34 - $74.24 $24.4K - $34.6K
4 $0
SEIC
Sei Investments CO

Financial Services
-8
- 0.13%
$84.85 - $93.8 $679 - $750
6.28K $532K
MWA
Mueller Water Products, Inc.

Industrials
-1.29K
- 87.41%
$23.94 - $27.39 $30.8K - $35.2K
185 $4K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-706
- 68.41%
$43.95 - $45.8 $31K - $32.3K
326 $14K
SJNK
Spdr Bloomberg Short Term High

ETFs
-3.29K
- 0.74%
$25.28 - $25.63 $83.2K - $84.4K
440K $11.3M
EEM
Ishares Msci Emerging Markets

ETFs
-4.04K
- 11.24%
$48.07 - $53.4 $194K - $216K
31.9K $1.71M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-376
- 54.18%
$84.77 - $103.36 $31.9K - $38.9K
318 $27K
ITT
Itt Inc.

Industrials
-375
- 21.92%
$155.93 - $182.88 $58.5K - $68.6K
1.34K $238K
JBL
Jabil Inc

Technology
-131
- 20.12%
$202.08 - $234.45 $26.5K - $30.7K
520 $112K
BA
Boeing CO

Industrials
-708
- 3.59%
$209.79 - $237.38 $149K - $168K
19K $4.1M
HPQ
Hp Inc

Technology
-4.33K
- 13.6%
$24.45 - $29.35 $106K - $127K
27.5K $749K
EPAC
Enerpac Tool Group Corp

Industrials
-682
- 62.23%
$36.95 - $43.71 $25.2K - $29.8K
414 $16K
EQT
Eqt Corp

Energy
-362
- 16.45%
$49.19 - $59.19 $17.8K - $21.4K
1.84K $100K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.63K
- 19.39%
$30.13 - $33.37 $49.1K - $54.3K
6.77K $225K
DELL
Dell Technologies Inc.

Technology
-1.17K
- 16.24%
$120.96 - $141.77 $142K - $166K
6.04K $855K
ZWS
Zurn Water Solutions Corp

Industrials
-772
- 86.55%
$36.48 - $47.94 $28.2K - $37K
120 $5K
TDW
Tidewater Inc

Energy
-707
- 49.79%
$46.32 - $63.19 $32.7K - $44.7K
713 $38K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.03K
- 11.59%
$28.95 - $29.73 $29.8K - $30.6K
7.84K $233K
CASY
Caseys General Stores Inc

Consumer Cyclical
-64
- 34.59%
$494.52 - $565.32 $31.6K - $36.2K
121 $68K
JKHY
Henry Jack & Associates Inc

Technology
-108
- 35.29%
$148.45 - $182.09 $16K - $19.7K
198 $29K
WRB
Berkley W R Corp

Financial Services
-377
- 30.16%
$67.78 - $76.62 $25.6K - $28.9K
873 $66K
IRTC
I Rhythm Technologies, Inc.

Healthcare
-187
- 46.17%
$132.29 - $187.07 $24.7K - $35K
218 $37K
UBER
Uber Technologies, Inc

Technology
-12.2K
- 4.86%
$86.91 - $99.57 $1.06M - $1.22M
239K $23.5M
OLED
Universal Display Corp Pa

Technology
-157
- 81.77%
$134.16 - $161.44 $21.1K - $25.3K
35 $5K
RJF
Raymond James Financial Inc

Financial Services
-181
- 44.69%
$154.64 - $176.43 $28K - $31.9K
224 $38K
SPSC
Sps Commerce Inc

Technology
-143
- 53.96%
$103.88 - $142.5 $14.9K - $20.4K
122 $12K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-494
- 15.38%
$50.73 - $52.47 $25.1K - $25.9K
2.72K $141K
INTA
Intapp, Inc.

Technology
-462
- 99.78%
$35.64 - $48.82 $16.5K - $22.6K
1 $0
GKOS
Glaukos Corp

Healthcare
-126
- 21.54%
$79.92 - $106.55 $10.1K - $13.4K
459 $37K
USFD
Us Foods Holding Corp.

Consumer Defensive
-287
- 16.01%
$76.35 - $84.68 $21.9K - $24.3K
1.51K $115K
HQY
Healthequity, Inc.

Healthcare
-143
- 14.74%
$87.42 - $103.12 $12.5K - $14.7K
827 $78K
SITE
Site One Landscape Supply, Inc.

Industrials
-190
- 97.44%
$121.97 - $152.97 $23.2K - $29.1K
5 $0
CNS
Cohen & Steers, Inc.

Financial Services
-197
- 17.96%
$65.61 - $78.01 $12.9K - $15.4K
900 $59K
MKSI
Mks Instruments Inc

Technology
-760
- 26.19%
$89.62 - $129.92 $68.1K - $98.7K
2.14K $265K
LII
Lennox International Inc

Industrials
-38
- 55.07%
$516.18 - $664.54 $19.6K - $25.3K
31 $16K
GIS
General Mills Inc

Consumer Defensive
-202
- 2.52%
$48.44 - $53.83 $9.78K - $10.9K
7.81K $393K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-87
- 29.79%
$167.98 - $209.73 $14.6K - $18.2K
205 $34K
GPOR
Gulfport Energy Corp

Energy
-106
- 71.62%
$163.8 - $190.92 $17.4K - $20.2K
42 $7K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-1.14K
- 11.49%
$55.31 - $60.06 $63.3K - $68.7K
8.81K $528K
IR
Ingersoll Rand Inc.

Industrials
-253
- 22.53%
$74.98 - $89.02 $19K - $22.5K
870 $71K
KAI
Kadant Inc

Industrials
-70
- 65.42%
$297.58 - $358.61 $20.8K - $25.1K
37 $11K
NXST
Nexstar Media Group, Inc.

Communication Services
-168
- 34.78%
$176.71 - $211.31 $29.7K - $35.5K
315 $62K
STZ
Constellation Brands, Inc.

Consumer Defensive
-5
- 0.66%
$131.78 - $176.09 $659 - $880
751 $101K
TTC
Toro CO

Industrials
-445
- 18.77%
$72.64 - $82.54 $32.3K - $36.7K
1.93K $146K
STC
Stewart Information Services Corp

Financial Services
-404
- 38.33%
$56.87 - $76.58 $23K - $30.9K
650 $47K
IPAR
Inter Parfums Inc

Consumer Defensive
-155
- 96.88%
$98.38 - $138.55 $15.2K - $21.5K
5 $0
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-260
- 97.38%
$61.95 - $80.32 $16.1K - $20.9K
7 $0
VBK
Vanguard Small Cap Growth ETF

ETFs
-185
- 10.89%
$276.51 - $305.12 $51.2K - $56.4K
1.51K $450K
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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