Clearstead Trust, LLC Purchases in Q3 2025

Clearstead Trust, LLC

  • $526 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BPOP
Popular, Inc.

Financial Services
5
+ 38.46%
$111.3 - $128.04 $557 - $640
18 $2K
DVA
Davita Inc.

Healthcare
5
+ 41.67%
$127.69 - $151.32 $638 - $757
17 $2K
PLD
Prologis, Inc.

Real Estate
7
+ 6.6%
$104.08 - $115.35 $729 - $807
113 $12K
PGNY
Progyny, Inc.

Healthcare
46
+ 85.19%
$21.24 - $24.27 $977 - $1.12K
100 $2K
COIN
Coinbase Global, Inc.

Technology
4
+ 9.76%
$297.99 - $419.78 $1.19K - $1.68K
45 $15K
DPZ
Dominos Pizza Inc

Consumer Cyclical
3
+ 9.68%
$422.75 - $485.53 $1.27K - $1.46K
34 $14K
PCH
Potlatchdeltic Corp

Real Estate
34
+ 1700.0%
$39.34 - $44.24 $1.34K - $1.5K
36 $1K
DRS
Leonardo Drs, Inc.
35
New
N/A
35 $0
MAN
Manpower Group Inc.

Industrials
14
+ 25.0%
$37.33 - $45.7 $523 - $640
70 $2K
Lucid Group Inc
60
New
N/A
60 $0
Ishares Ethereum Tr
155
New
N/A
155 $0
Acuren Corp
48
New
N/A
48 $0
ERIE
Erie Indemnity CO

Financial Services
1
+ 20.0%
$312.95 - $368.96 $313 - $369
6 $1K
VKTX
Viking Therapeutics, Inc.

Healthcare
24
+ 600.0%
$23.09 - $42.09 $554 - $1.01K
28 $0
J P Morgan Exchange Traded F
4.55K
+ 215.35%
N/A
6.66K $0
GO
Grocery Outlet Holding Corp.

Consumer Defensive
23
+ 23.23%
$12.88 - $18.66 $296 - $429
122 $1K
ALE
Allete Inc

Utilities
12
New
$62.45 - $66.45 $749 - $797
12 $0
Uniti Group LLC
51
New
N/A
51 $0
DV
Double Verify Holdings, Inc.

Technology
28
+ 22.4%
$11.86 - $16.27 $332 - $456
153 $1K
Astera Labs Inc
1
+ 0.22%
N/A
463 $0
LAMR
Lamar Advertising CO

Real Estate
4
+ 100.0%
$114.98 - $128.82 $460 - $515
8 $0
NTRA
Natera, Inc.

Healthcare
5
+ 26.32%
$133.66 - $181.11 $668 - $906
24 $3K
DOCU
Docusign, Inc.

Technology
10
+ 34.48%
$67.14 - $85.01 $671 - $850
39 $2K
BFB
Brown Forman Corp Cl B
382
New
N/A
382 $0
Fidelity Wise Origin Bitcoin F
10
+ 5.88%
N/A
180 $0
Reddit Inc
4
New
N/A
4 $0
Liberty Global LTD
41
+ 10.02%
N/A
450 $0
Liberty Global LTD
233
+ 485.42%
N/A
281 $0
ASTS
Ast Space Mobile, Inc.

Communication Services
20
New
$36.91 - $60.06 $738 - $1.2K
20 $0
PODD
Insulet Corp

Healthcare
1
+ 25.0%
$277.3 - $352.82 $277 - $353
5 $1K
Ingram Micro Hldg Corp
73
+ 1460.0%
N/A
78 $0
Smurfit Westrock PLC
22
+ 50.0%
N/A
66 $0
Globalstar Inc
1.77K
New
N/A
1.77K $0
Healthcare Rlty Tr
625
+ 150.6%
N/A
1.04K $0
XP
Xp Inc.

Financial Services
31
+ 7.23%
$16.0 - $20.11 $496 - $623
460 $8K
James Hardie Inds PLC
19
New
N/A
19 $0
Ge Healthcare Technologies I
39
+ 30.71%
N/A
166 $0
Ftai Aviation LTD
2.39K
+ 580.1%
N/A
2.8K $0
Wolfspeed Inc
2
New
N/A
2 $0
IRM
Iron Mountain Inc

Real Estate
3
+ 25.0%
$89.46 - $104.46 $268 - $313
15 $1K
FLO
Flowers Foods Inc

Consumer Defensive
8
+ 4.32%
$12.68 - $16.76 $101 - $134
193 $2K
Gci Liberty Inc
10
New
N/A
10 $0
Anglogold Ashanti PLC
82
New
N/A
82 $0
Gci Liberty Inc
40
New
N/A
40 $0
CPRI
Capri Holdings LTD

Consumer Cyclical
13
+ 20.97%
$16.99 - $22.03 $221 - $286
75 $1K
CLVT
Clarivate PLC

Technology
146
New
$3.62 - $4.53 $529 - $661
146 $0
Flutter Entmt PLC
1
New
N/A
1 $0
HAYW
Hayward Holdings, Inc.

Industrials
1
+ 0.46%
$14.12 - $16.56 $14.1 - $16.6
219 $3K
DGX
Quest Diagnostics Inc

Healthcare
1
+ 0.11%
N/A
948 $129K
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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