Clearstead Trust, LLC Purchases in Q3 2025

Clearstead Trust, LLC

  • $526 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KIM
Kimco Realty Corp

Real Estate
108
+ 207.69%
$20.74 - $22.79 $2.24K - $2.46K
160 $3K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
64
+ 213.33%
$39.13 - $48.22 $2.5K - $3.09K
94 $3K
DBX
Dropbox, Inc.

Technology
47
+ 72.31%
$26.13 - $32.17 $1.23K - $1.51K
112 $3K
KRG
Kite Realty Group Trust

Real Estate
64
+ 79.01%
$20.94 - $23.26 $1.34K - $1.49K
145 $3K
VLY
Valley National Bancorp

Financial Services
60
+ 9.62%
$9.18 - $11.1 $551 - $666
684 $7K
UBSI
United Bankshares Inc

Financial Services
55
New
$35.03 - $38.73 $1.93K - $2.13K
55 $2K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
16
+ 42.11%
$48.04 - $60.86 $769 - $974
54 $3K
LKQ
Lkq Corp

Consumer Cyclical
72
+ 71.29%
$29.24 - $39.21 $2.11K - $2.82K
173 $5K
ONON
On Holding Ag

Consumer Cyclical
41
New
$42.35 - $54.36 $1.74K - $2.23K
41 $1K
ROIV
Roivant Sciences Ltd.

Healthcare
104
New
$10.74 - $15.28 $1.12K - $1.59K
104 $1K
CLF
Cleveland Cliffs Inc.

Basic Materials
87
+ 65.91%
$8.12 - $12.84 $706 - $1.12K
219 $2K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
18
+ 46.15%
$50.98 - $67.62 $918 - $1.22K
57 $3K
ROKU
Roku, Inc

Communication Services
4
+ 13.33%
$79.98 - $101.78 $320 - $407
34 $3K
WTM
White Mountains Insurance Group LTD

Financial Services
1
New
$1671.52 - $1869.81 $1.67K - $1.87K
1 $1K
CHWY
Chewy, Inc.

Consumer Cyclical
29
New
$34.27 - $42.33 $994 - $1.23K
29 $1K
CVNA
Carvana Co.

Consumer Cyclical
1
+ 7.14%
$326.09 - $392.66 $326 - $393
15 $5K
PRGO
Perrigo CO PLC

Healthcare
83
New
$20.76 - $28.43 $1.72K - $2.36K
83 $1K
REXR
Rexford Industrial Realty, Inc.

Real Estate
2
+ 1.45%
$35.43 - $43.53 $70.9 - $87.1
140 $5K
BWXT
Bwx Technologies, Inc.

Industrials
2
+ 9.52%
$136.45 - $184.37 $273 - $369
23 $4K
CADE
Cadence Bank

Financial Services
49
New
$33.44 - $38.12 $1.64K - $1.87K
49 $1K
CACI
Caci International Inc

Technology
2
+ 18.18%
N/A
13 $5K
UI
Ubiquiti Inc.

Technology
2
New
$388.83 - $660.58 $778 - $1.32K
2 $1K
UA
Under Armour Inc Cl C

Consumer Cyclical
381
New
$4.66 - $6.93 $1.78K - $2.64K
381 $1K
AR
Antero Resources Corp

Energy
58
New
$29.87 - $37.66 $1.73K - $2.18K
58 $1K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
76
+ 760.0%
$17.42 - $28.65 $1.32K - $2.18K
86 $1K
VFC
V F Corp

Consumer Cyclical
2
+ 0.87%
$11.66 - $15.56 $23.3 - $31.1
233 $3K
SNPS
Synopsys Inc

Technology
3
+ 50.0%
$387.78 - $645.35 $1.16K - $1.94K
9 $4K
SR
Spire Inc

Utilities
1
+ 0.49%
$72.83 - $81.52 $72.8 - $81.5
207 $16K
SHC
Sotera Health CO

Healthcare
69
New
$11.01 - $16.5 $760 - $1.14K
69 $1K
ALB
Albemarle Corp

Basic Materials
2
+ 13.33%
$62.9 - $88.1 $126 - $176
17 $1K
W
Wayfair Inc.

Consumer Cyclical
19
New
$51.99 - $90.17 $988 - $1.71K
19 $1K
WU
Western Union CO

Financial Services
141
New
$7.88 - $8.84 $1.11K - $1.25K
141 $1K
IOT
Samsara Inc.

Technology
46
New
$32.22 - $42.09 $1.48K - $1.94K
46 $1K
AGNC
Agnc Investment Corp.

Real Estate
129
+ 806.25%
$9.2 - $10.37 $1.19K - $1.34K
145 $1K
SAIA
Saia Inc

Industrials
3
+ 75.0%
$281.49 - $333.61 $844 - $1K
7 $2K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
40
+ 210.53%
$26.31 - $41.44 $1.05K - $1.66K
59 $1K
QS
Quantum Scape Corp

Consumer Cyclical
130
New
$6.36 - $14.64 $827 - $1.9K
130 $1K
IP
International Paper CO

Consumer Cyclical
5
+ 6.1%
$45.32 - $55.68 $227 - $278
87 $4K
PLTK
Playtika Holding Corp.

Communication Services
451
+ 920.41%
$3.44 - $5.0 $1.55K - $2.26K
500 $1K
CSGP
Costar Group, Inc.

Real Estate
4
+ 1.66%
$81.42 - $96.83 $326 - $387
245 $20K
DXC
Dxc Technology CO

Technology
53
+ 240.91%
$12.85 - $16.24 $681 - $861
75 $1K
PR
Permian Resources Corporation

Energy
103
+ 33.01%
$12.8 - $14.51 $1.32K - $1.49K
415 $5K
PSN
Parsons Corp

Industrials
9
+ 26.47%
$72.77 - $82.92 $655 - $746
43 $3K
NRG
Nrg Energy, Inc.

Utilities
2
+ 4.65%
$144.77 - $173.91 $290 - $348
45 $7K
LSCC
Lattice Semiconductor Corp

Technology
2
+ 16.67%
$48.73 - $74.71 $97.5 - $149
14 $1K
OVV
Ovintiv Inc.

Energy
35
+ 32.71%
$38.53 - $43.17 $1.35K - $1.51K
142 $5K
COTY
Coty Inc.

Consumer Defensive
452
+ 86.1%
$3.69 - $5.15 $1.67K - $2.33K
977 $3K
FIVE
Five Below, Inc

Consumer Cyclical
6
+ 15.38%
$128.78 - $155.44 $773 - $933
45 $6K
FE
Firstenergy Corp

Utilities
1
+ 0.31%
$39.76 - $45.82 $39.8 - $45.8
325 $14K
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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