Clearstead Advisors, LLC Sells in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MUSA
Murphy Usa Inc.

Consumer Cyclical
-46
- 37.7%
$361.83 - $435.43 $16.6K - $20K
76 $29K
ALKS
Alkermes Plc.

Healthcare
-708
- 80.27%
$26.13 - $30.46 $18.5K - $21.6K
174 $5K
FANG
Diamondback Energy, Inc.

Energy
-181
- 19.46%
$134.53 - $152.5 $24.3K - $27.6K
749 $107K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-186
- 39.32%
$84.43 - $97.93 $15.7K - $18.2K
287 $24K
PKG
Packaging Corp Of America

Consumer Cyclical
-148
- 32.74%
$191.41 - $220.25 $28.3K - $32.6K
304 $66K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-20
- 0.94%
$259.44 - $278.65 $5.19K - $5.57K
2.11K $546K
LNT
Alliant Energy Corp

Utilities
-449
- 29.27%
$60.76 - $67.41 $27.3K - $30.3K
1.09K $73K
NOVT
Novanta Inc

Technology
-122
- 80.26%
N/A
30 $4K
MGNI
Magnite, Inc.

Communication Services
-581
- 20.69%
$21.75 - $26.52 $12.6K - $15.4K
2.23K $48K
TECH
Bio Techne Corp

Healthcare
-411
- 53.17%
$49.87 - $58.78 $20.5K - $24.2K
362 $20K
CTRE
Care Trust Reit, Inc.

Real Estate
-597
- 75.28%
$30.29 - $34.8 $18.1K - $20.8K
196 $6K
WSFS
Wsfs Financial Corp

Financial Services
-324
- 52.6%
$53.34 - $59.17 $17.3K - $19.2K
292 $15K
MIR
Mirion Technologies, Inc.

Industrials
-875
- 75.37%
$19.79 - $24.6 $17.3K - $21.5K
286 $6K
CHH
Choice Hotels International Inc

Consumer Cyclical
-133
- 72.28%
$106.91 - $135.29 $14.2K - $18K
51 $5K
AAON
Aaon, Inc.

Industrials
-261
- 82.59%
$72.08 - $94.26 $18.8K - $24.6K
55 $5K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-359
- 31.97%
$311.12 - $482.13 $112K - $173K
764 $348K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-836
- 28.63%
$56.32 - $68.81 $47.1K - $57.5K
2.08K $143K
POOL
Pool Corp

Industrials
-65
- 51.59%
$292.13 - $333.62 $19K - $21.7K
61 $18K
DVA
Davita Inc.

Healthcare
-11
- 0.67%
$127.69 - $151.32 $1.4K - $1.66K
1.64K $217K
RIG
Transocean Ltd.

Energy
-8.97K
- 46.98%
$2.55 - $3.64 $22.9K - $32.7K
10.1K $31K
FROG
J Frog LTD

Technology
-420
- 76.36%
$38.79 - $50.43 $16.3K - $21.2K
130 $6K
TGNA
Tegna Inc

Communication Services
-1.11K
- 99.1%
$15.04 - $21.28 $16.6K - $23.5K
10 $0
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-240
- 63.49%
$73.9 - $84.4 $17.7K - $20.3K
138 $10K
TW
Tradeweb Markets Inc.

Financial Services
-120
- 98.36%
$110.5 - $146.12 $13.3K - $17.5K
2 $0
AGZ
Ishares Agency Bond ETF

ETFs
-162
- 42.63%
$108.74 - $110.41 $17.6K - $17.9K
218 $24K
CVNA
Carvana Co.

Consumer Cyclical
-50
- 87.72%
$326.09 - $392.66 $16.3K - $19.6K
7 $2K
ALIT
Alight, Inc.

Technology
-2.79K
- 91.01%
$3.07 - $5.98 $8.57K - $16.7K
276 $0
S
Sentinel One, Inc.

Technology
-923
- 78.82%
$15.81 - $19.78 $14.6K - $18.3K
248 $4K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
-793
- 99.13%
$21.7 - $26.32 $17.2K - $20.9K
7 $0
FRPT
Freshpet, Inc.

Consumer Defensive
-198
- 42.4%
$49.25 - $74.51 $9.75K - $14.8K
269 $14K
AFRM
Affirm Holdings, Inc.

Technology
-242
- 88.0%
$64.05 - $92.18 $15.5K - $22.3K
33 $2K
SHAK
Shake Shack Inc.

Consumer Cyclical
-83
- 42.13%
$92.4 - $142.03 $7.67K - $11.8K
114 $10K
PEN
Penumbra Inc

Healthcare
-62
- 18.29%
$227.15 - $287.09 $14.1K - $17.8K
277 $70K
AVB
Avalonbay Communities Inc

Real Estate
-76
- 39.79%
$182.72 - $204.51 $13.9K - $15.5K
115 $22K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-106
- 3.39%
$25.09 - $33.65 $2.66K - $3.57K
3.02K $77K
SIGI
Selective Insurance Group Inc

Financial Services
-172
- 44.1%
$75.0 - $90.91 $12.9K - $15.6K
218 $17K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-622
- 48.07%
$17.97 - $22.57 $11.2K - $14K
672 $12K
POST
Post Holdings, Inc.

Consumer Defensive
-145
- 56.2%
$102.36 - $114.04 $14.8K - $16.5K
113 $12K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-200
- 45.66%
$79.9 - $92.0 $16K - $18.4K
238 $19K
SMPL
Simply Good Foods CO

Consumer Defensive
-473
- 97.53%
$24.59 - $34.05 $11.6K - $16.1K
12 $0
ESNT
Essent Group Ltd.

Financial Services
-294
- 24.24%
$55.69 - $65.48 $16.4K - $19.3K
919 $58K
PI
Impinj Inc

Technology
-139
- 95.21%
$111.65 - $200.78 $15.5K - $27.9K
7 $1K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
-1.39K
- 44.74%
$17.42 - $28.65 $24.2K - $39.9K
1.72K $38K
CNA
Cna Financial Corp

Financial Services
-321
- 44.46%
$43.33 - $49.55 $13.9K - $15.9K
401 $18K
PCOR
Procore Technologies, Inc.

Technology
-267
- 27.44%
$61.62 - $76.64 $16.5K - $20.5K
706 $51K
ATI
Allegheny Technologies Inc

Industrials
-164
- 39.42%
$71.34 - $95.52 $11.7K - $15.7K
252 $20K
SXT
Sensient Technologies Corp

Basic Materials
-155
- 92.26%
$93.0 - $120.77 $14.4K - $18.7K
13 $1K
PEGA
Pegasystems Inc

Technology
-353
- 20.24%
$49.75 - $60.39 $17.6K - $21.3K
1.39K $79K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-691
- 1.89%
$45.6 - $46.92 $31.5K - $32.4K
35.8K $1.67M
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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