Clearstead Trust, LLC Purchases in Q3 2025

Clearstead Trust, LLC

  • $526 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
71
+ 2.25%
N/A
3.22K $403K
WSM
Williams Sonoma Inc

Consumer Cyclical
1
+ 0.37%
$163.62 - $210.2 $164 - $210
271 $52K
FCFS
First Cash Holdings, Inc.

Financial Services
46
+ 124.32%
$120.08 - $158.42 $5.52K - $7.29K
83 $13K
HPQ
Hp Inc

Technology
260
+ 60.61%
$24.45 - $29.35 $6.36K - $7.63K
689 $18K
GPC
Genuine Parts CO

Consumer Cyclical
3
+ 0.74%
$122.23 - $142.77 $367 - $428
406 $56K
PRI
Primerica, Inc.

Financial Services
29
+ 414.29%
$255.46 - $285.58 $7.41K - $8.28K
36 $9K
HOOD
Robinhood Markets, Inc.

Technology
14
+ 12.28%
$91.27 - $143.18 $1.28K - $2K
128 $18K
MOH
Molina Healthcare, Inc.

Healthcare
45
New
$152.31 - $306.29 $6.85K - $13.8K
45 $8K
MRVL
Marvell Technology, Inc.

Technology
89
+ 1271.43%
$62.31 - $84.07 $5.55K - $7.48K
96 $8K
THG
Hanover Insurance Group, Inc.

Financial Services
30
+ 22.06%
$162.08 - $182.1 $4.86K - $5.46K
166 $30K
AFL
Aflac Inc

Financial Services
54
+ 300.0%
$98.09 - $111.7 $5.3K - $6.03K
72 $8K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
64
New
$109.55 - $124.15 $7.01K - $7.95K
64 $7K
MP
Mp Materials Corp.

Basic Materials
23
+ 14.11%
$30.03 - $77.13 $691 - $1.77K
186 $12K
AAL
American Airlines Group Inc.

Industrials
540
+ 244.34%
N/A
761 $8K
OHI
Omega Healthcare Investors Inc

Real Estate
113
+ 45.75%
$36.29 - $43.34 $4.1K - $4.9K
360 $15K
R
Ryder System Inc

Industrials
34
New
$168.66 - $189.57 $5.73K - $6.45K
34 $6K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
17
+ 13.49%
$96.73 - $137.09 $1.64K - $2.33K
143 $18K
ALLY
Ally Financial Inc.

Financial Services
132
+ 550.0%
$36.95 - $44.58 $4.88K - $5.88K
156 $6K
ALL
Allstate Corp

Financial Services
17
+ 10.9%
$192.0 - $214.65 $3.26K - $3.65K
173 $37K
ALLE
Allegion PLC

Industrials
31
+ 1033.33%
$145.55 - $179.33 $4.51K - $5.56K
34 $6K
RYN
Rayonier Inc

Real Estate
208
+ 507.32%
$22.68 - $27.11 $4.72K - $5.64K
249 $6K
SAIC
Science Applications International Corp

Technology
65
New
$97.2 - $120.6 $6.32K - $7.84K
65 $6K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
318
+ 57.82%
$17.96 - $19.62 $5.71K - $6.24K
868 $16K
DELL
Dell Technologies Inc.

Technology
1
+ 0.36%
$120.96 - $141.77 $121 - $142
277 $39K
LEA
Lear Corp

Consumer Cyclical
67
New
$92.93 - $112.75 $6.23K - $7.55K
67 $6K
JBHT
Hunt J B Transport Services Inc

Industrials
35
+ 87.5%
$130.65 - $154.66 $4.57K - $5.41K
75 $10K
SNX
Td Synnex Corp

Technology
35
New
$135.82 - $166.01 $4.75K - $5.81K
35 $5K
NYT
New York Times CO

Communication Services
93
New
$51.43 - $61.95 $4.78K - $5.76K
93 $5K
PEAK
Healthpeak Properties, Inc.

Real Estate
231
+ 24.5%
N/A
1.17K $22K
GL
Globe Life Inc.

Financial Services
32
+ 160.0%
$117.6 - $146.55 $3.76K - $4.69K
52 $7K
CI
Cigna Corp

Healthcare
22
+ 61.11%
$262.23 - $334.39 $5.77K - $7.36K
58 $16K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
97
New
$52.62 - $61.93 $5.1K - $6.01K
97 $5K
WRB
Berkley W R Corp

Financial Services
51
+ 16.29%
$67.78 - $76.62 $3.46K - $3.91K
364 $27K
CIEN
Ciena Corp

Technology
17
+ 43.59%
$77.75 - $145.67 $1.32K - $2.48K
56 $8K
MRNA
Moderna, Inc.

Healthcare
162
+ 1350.0%
$23.51 - $34.67 $3.81K - $5.62K
174 $4K
AMCR
Amcor PLC

Consumer Cyclical
440
+ 81.03%
$7.97 - $9.94 $3.51K - $4.37K
983 $8K
CMC
Commercial Metals CO

Basic Materials
80
New
$50.28 - $59.79 $4.02K - $4.78K
80 $4K
BLDR
Builders First Source, Inc.

Industrials
27
+ 337.5%
$116.91 - $149.21 $3.16K - $4.03K
35 $4K
WY
Weyerhaeuser CO

Real Estate
177
+ 276.56%
$24.1 - $26.83 $4.27K - $4.75K
241 $5K
OFC
Corporate Office Properties Trust

Real Estate
152
+ 75.25%
N/A
354 $8K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
90
New
$52.55 - $54.37 $4.73K - $4.89K
90 $4K
EXP
Eagle Materials Inc

Basic Materials
9
+ 12.0%
$209.12 - $242.26 $1.88K - $2.18K
84 $19K
L
Loews Corp

Financial Services
29
+ 26.13%
$89.82 - $100.39 $2.6K - $2.91K
140 $14K
LDOS
Leidos Holdings, Inc.

Technology
15
+ 25.86%
$159.2 - $188.96 $2.39K - $2.83K
73 $13K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
23
+ 383.33%
$159.87 - $247.68 $3.68K - $5.7K
29 $5K
MO
Altria Group, Inc.

Consumer Defensive
25
+ 6.56%
$57.75 - $67.68 $1.44K - $1.69K
406 $26K
CACC
Credit Acceptance Corp

Financial Services
10
New
$447.51 - $543.74 $4.48K - $5.44K
10 $4K
BALL
Ball Corp

Consumer Cyclical
92
New
$48.47 - $59.71 $4.46K - $5.49K
92 $4K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
244
+ 24400.0%
$19.08 - $23.53 $4.66K - $5.74K
245 $4K
Activity Summary
Buys All Purchases 356 New Holdings 86 Increased Positions 270 Sells All Sells 293 Reductions 293 Sold out 0 Options Calls 0 Puts 0
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