Clearstead Advisors, LLC Sells in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GMED
Globus Medical Inc

Healthcare
-213
- 39.23%
$51.89 - $62.79 $11.1K - $13.4K
330 $18K
IOT
Samsara Inc.

Technology
-320
- 34.78%
$32.22 - $42.09 $10.3K - $13.5K
600 $22K
H
Hyatt Hotels Corp

Consumer Cyclical
-102
- 73.91%
$135.01 - $152.25 $13.8K - $15.5K
36 $5K
SLGN
Silgan Holdings Inc

Consumer Cyclical
-257
- 77.41%
$41.5 - $56.76 $10.7K - $14.6K
75 $3K
ETSY
Etsy Inc

Consumer Cyclical
-390
- 51.05%
$51.36 - $74.34 $20K - $29K
374 $24K
TXG
10x Genomics, Inc.

Healthcare
-1.27K
- 40.0%
$11.34 - $14.64 $14.4K - $18.7K
1.91K $22K
SNA
Snap On Inc

Industrials
-49
- 36.3%
$313.01 - $346.53 $15.3K - $17K
86 $29K
SCS
Steelcase Inc

Industrials
-1.3K
- 98.94%
$10.12 - $17.22 $13.2K - $22.4K
14 $0
VRNS
Varonis Systems Inc

Technology
-282
- 63.95%
$49.58 - $59.83 $14K - $16.9K
159 $9K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-808
- 97.94%
$15.38 - $20.2 $12.4K - $16.3K
17 $0
PCTY
Paylocity Holding Corp

Technology
-48
- 20.69%
$159.27 - $190.36 $7.64K - $9.14K
184 $29K
SLAB
Silicon Laboratories Inc.

Technology
-77
- 61.11%
$123.76 - $153.48 $9.53K - $11.8K
49 $6K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-180
- 23.38%
$67.48 - $71.55 $12.1K - $12.9K
590 $41K
ITRI
Itron, Inc.

Technology
-85
- 72.65%
$117.47 - $138.42 $9.98K - $11.8K
32 $3K
STLD
Steel Dynamics Inc

Basic Materials
-118
- 3.74%
N/A
3.04K $297K
TRNO
Terreno Realty Corp

Real Estate
-197
- 66.11%
$53.01 - $59.08 $10.4K - $11.6K
101 $5K
FTGC
First Trust Global Tactical CO

ETFs
-650
- 13.7%
$24.67 - $26.32 $16K - $17.1K
4.1K $106K
LKFN
Lakeland Financial Corp

Financial Services
-191
- 54.26%
$60.25 - $68.73 $11.5K - $13.1K
161 $10K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-78
- 27.46%
$123.13 - $140.8 $9.6K - $11K
206 $26K
FCF
First Commonwealth Financial Corp

Financial Services
-835
- 21.97%
$16.07 - $18.02 $13.4K - $15K
2.97K $50K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-69
- 74.19%
$156.24 - $190.88 $10.8K - $13.2K
24 $3K
CASS
Cass Information Systems Inc

Industrials
-257
- 79.81%
$39.33 - $46.2 $10.1K - $11.9K
65 $2K
LRN
Stride, Inc.

Consumer Defensive
-79
- 68.1%
$128.23 - $169.81 $10.1K - $13.4K
37 $5K
AVY
Avery Dennison Corp

Industrials
-45
- 16.3%
$158.71 - $184.63 $7.14K - $8.31K
231 $37K
THO
Thor Industries Inc

Consumer Cyclical
-131
- 72.38%
$88.76 - $112.33 $11.6K - $14.7K
50 $5K
MMSI
Merit Medical Systems Inc

Healthcare
-102
- 62.96%
$80.06 - $96.01 $8.17K - $9.79K
60 $4K
HSIC
Henry Schein Inc

Healthcare
-57
- 5.47%
$64.83 - $74.67 $3.7K - $4.26K
985 $65K
EPR
Epr Properties

Real Estate
-188
- 39.17%
$52.58 - $61.21 $9.89K - $11.5K
292 $16K
ATKR
Atkore Inc.

Industrials
-138
- 71.13%
$53.85 - $79.64 $7.43K - $11K
56 $3K
SLM
Slm Corp

Financial Services
-61
- 3.74%
$27.68 - $34.4 $1.69K - $2.1K
1.57K $43K
ASAN
Asana, Inc.

Technology
-724
- 91.99%
$12.8 - $15.35 $9.27K - $11.1K
63 $0
EGP
Eastgroup Properties Inc

Real Estate
-63
- 34.24%
$159.46 - $169.88 $10K - $10.7K
121 $20K
MET
Metlife Inc

Financial Services
-178
- 7.44%
$73.82 - $82.37 $13.1K - $14.7K
2.22K $182K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-383
- 38.77%
$19.13 - $22.22 $7.33K - $8.51K
605 $11K
JLL
Jones Lang Lasalle Inc

Real Estate
-62
- 31.47%
$248.95 - $319.66 $15.4K - $19.8K
135 $40K
OGE
Oge Energy Corp.

Utilities
-236
- 34.45%
$43.46 - $46.27 $10.3K - $10.9K
449 $20K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-51
- 32.48%
$237.02 - $301.35 $12.1K - $15.4K
106 $26K
UAA
Under Armour, Inc.

Consumer Cyclical
-1.48K
- 78.24%
$4.77 - $7.37 $7.05K - $10.9K
411 $2K
ADC
Agree Realty Corp

Real Estate
-130
- 42.76%
$70.53 - $75.05 $9.17K - $9.76K
174 $12K
HLNE
Hamilton Lane Inc

Financial Services
-67
- 39.18%
$134.79 - $160.88 $9.03K - $10.8K
104 $14K
OEF
Ishares S&P 100 ETF

ETFs
-32
- 0.66%
N/A
4.85K $1.29M
CPB
Campbell Soup CO

Consumer Defensive
-311
- 27.6%
$30.41 - $34.03 $9.46K - $10.6K
816 $25K
CDW
Cdw Corp

Technology
-18
- 5.45%
$156.97 - $182.84 $2.83K - $3.29K
312 $49K
PFF
Ishares Trust Ishares Pfd And

ETFs
-375
- 10.51%
$30.67 - $32.13 $11.5K - $12K
3.19K $100K
WINA
Winmark Corp

Consumer Cyclical
-25
- 78.13%
$363.85 - $514.95 $9.1K - $12.9K
7 $3K
VSEC
Vse Corp

Industrials
-77
- 62.1%
$125.37 - $172.66 $9.65K - $13.3K
47 $7K
PDN
Invesco Fd Tr

ETFs
-255
- 47.57%
$38.58 - $41.85 $9.84K - $10.7K
281 $11K
HLMN
Hillman Solutions Corp.

Industrials
-1.14K
- 94.74%
$7.39 - $10.35 $8.39K - $11.7K
63 $0
DLB
Dolby Laboratories, Inc.

Industrials
-101
- 62.35%
$70.09 - $76.79 $7.08K - $7.76K
61 $4K
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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