Clearstead Trust, LLC Sells in Q3 2025

Clearstead Trust, LLC

  • $526 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-709
- 16.66%
$90.37 - $102.12 $64.1K - $72.4K
3.55K $353K
IWR
Ishares Russell Mid Cap ETF

ETFs
-393
- 39.46%
$92.26 - $97.51 $36.3K - $38.3K
603 $58K
A
Agilent Technologies, Inc.

Healthcare
-327
- 36.58%
$112.04 - $128.75 $36.6K - $42.1K
567 $72K
VZ
Verizon Communications Inc

Communication Services
-895
- 8.57%
$40.84 - $45.06 $36.6K - $40.3K
9.55K $419K
BAC
Bank Of America Corp

Financial Services
-1.51K
- 14.19%
$44.92 - $52.42 $67.7K - $79K
9.12K $470K
TD
Toronto Dominion Bank

Financial Services
-648
- 21.26%
$72.55 - $79.95 $47K - $51.8K
2.4K $191K
PFE
Pfizer Inc

Healthcare
-2.86K
- 8.44%
$23.29 - $25.88 $66.5K - $73.9K
31K $789K
BMY
Bristol Myers Squibb CO

Healthcare
-598
- 18.06%
$43.31 - $48.98 $25.9K - $29.3K
2.71K $122K
CCI
Crown Castle International Corp

Real Estate
-243
- 23.06%
$92.96 - $113.91 $22.6K - $27.7K
811 $78K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-137
- 47.24%
$185.65 - $214.38 $25.4K - $29.4K
153 $30K
ISRG
Intuitive Surgical Inc

Healthcare
-3
- 1.08%
$433.66 - $544.47 $1.3K - $1.63K
275 $122K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-124
- 3.02%
$60.9 - $70.75 $7.55K - $8.77K
3.98K $248K
OKE
Oneok Inc

Energy
-47
- 1.66%
$71.36 - $83.47 $3.35K - $3.92K
2.78K $202K
ZTS
Zoetis Inc.

Healthcare
-144
- 20.9%
$141.13 - $159.19 $20.3K - $22.9K
545 $79K
T
At&T Inc.

Communication Services
-671
- 5.93%
$26.94 - $29.62 $18.1K - $19.9K
10.6K $300K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-41
- 23.7%
$366.54 - $479.53 $15K - $19.7K
132 $51K
CAG
Conagra Brands Inc.

Consumer Defensive
-1.2K
- 73.23%
$18.04 - $21.14 $21.6K - $25.3K
438 $8K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-662
- 46.49%
$42.67 - $46.91 $28.2K - $31.1K
762 $35K
VIG
Vanguard Dividend Appreciation

ETFs
-132
- 15.46%
N/A
722 $131K
OMC
Omnicom Group Inc.

Communication Services
-400
- 47.23%
$70.41 - $81.53 $28.2K - $32.6K
447 $36K
PEG
Public Service Enterprise Group Inc

Utilities
-267
- 92.71%
$79.99 - $90.14 $21.4K - $24.1K
21 $1K
DOV
Dover Corp

Industrials
-89
- 23.0%
$165.59 - $190.9 $14.7K - $17K
298 $49K
ELV
Elevance Health, Inc.

Healthcare
-10
- 3.8%
$274.66 - $395.76 $2.75K - $3.96K
253 $81K
LSTR
Landstar System Inc

Industrials
-146
- 90.12%
$120.68 - $146.55 $17.6K - $21.4K
16 $1K
TDG
Trans Digm Group Inc

Industrials
-1
- 1.01%
$1271.04 - $1620.83 $1.27K - $1.62K
98 $129K
PATH
Ui Path, Inc.

Technology
-1.54K
- 87.2%
$10.44 - $13.38 $16.1K - $20.6K
226 $3K
HSY
Hershey CO

Consumer Defensive
-156
- 30.41%
$161.95 - $193.45 $25.3K - $30.2K
357 $66K
RE
Everest Re Group LTD

Financial Services
-48
- 70.59%
N/A
20 $7K
APD
Air Products & Chemicals, Inc.

Basic Materials
-37
- 4.92%
$265.78 - $299.3 $9.83K - $11.1K
715 $194K
PM
Philip Morris International Inc.

Consumer Defensive
-60
- 16.62%
$157.77 - $183.27 $9.47K - $11K
301 $48K
CDW
Cdw Corp

Technology
-70
- 32.86%
$156.97 - $182.84 $11K - $12.8K
143 $22K
ELAN
Elanco Animal Health Inc

Healthcare
-1.25K
- 82.38%
$13.68 - $20.14 $17.1K - $25.1K
267 $5K
TFC
Truist Financial Corp

Financial Services
-541
- 18.91%
$42.83 - $47.07 $23.2K - $25.5K
2.32K $106K
TAP
Molson Coors Beverage CO

Consumer Defensive
-320
- 57.35%
$44.09 - $52.81 $14.1K - $16.9K
238 $10K
VRSN
Verisign Inc

Technology
-56
- 90.32%
$263.02 - $305.98 $14.7K - $17.1K
6 $1K
TGT
Target Corp

Consumer Defensive
-55
- 4.92%
$86.56 - $107.43 $4.76K - $5.91K
1.06K $95K
XEL
Xcel Energy Inc

Utilities
-255
- 61.15%
$67.56 - $80.65 $17.2K - $20.6K
162 $13K
FCX
Freeport Mcmoran Inc

Basic Materials
-298
- 63.81%
$35.34 - $47.21 $10.5K - $14.1K
169 $6K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-861
- 4.2%
$18.32 - $18.72 $15.8K - $16.1K
19.6K $364K
PFG
Principal Financial Group Inc

Financial Services
-175
- 88.38%
$75.53 - $82.95 $13.2K - $14.5K
23 $1K
ICE
Intercontinental Exchange, Inc.

Financial Services
-50
- 13.77%
$167.28 - $188.45 $8.36K - $9.42K
313 $52K
AON
Aon PLC

Financial Services
-35
- 81.4%
$350.91 - $375.27 $12.3K - $13.1K
8 $2K
AWK
American Water Works Company, Inc.

Utilities
-89
- 22.08%
$135.05 - $147.0 $12K - $13.1K
314 $43K
AVB
Avalonbay Communities Inc

Real Estate
-62
- 38.27%
$182.72 - $204.51 $11.3K - $12.7K
100 $19K
OLED
Universal Display Corp Pa

Technology
-16
- 1.57%
$134.16 - $161.44 $2.15K - $2.58K
1K $143K
ED
Consolidated Edison Inc

Utilities
-150
- 1.57%
$95.57 - $105.36 $14.3K - $15.8K
9.39K $943K
EMLP
First Tr Exchange Traded Iv

ETFs
-372
- 11.03%
$36.99 - $38.38 $13.8K - $14.3K
3K $114K
SPY
Spdr S&P 500 ETF Trust

ETFs
-27
- 20.45%
$617.65 - $666.84 $16.7K - $18K
105 $69K
LBRDK
Liberty Broadband Corp

Communication Services
-37
- 13.91%
$58.3 - $100.8 $2.16K - $3.73K
229 $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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