Clearstead Trust, LLC Sells in Q3 2025

Clearstead Trust, LLC

  • $526 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADI
Analog Devices Inc

Technology
-25
- 11.26%
$220.68 - $255.63 $5.52K - $6.39K
197 $48K
HIW
Highwoods Properties, Inc.

Real Estate
-125
- 62.19%
$28.32 - $32.39 $3.54K - $4.05K
76 $2K
UHS
Universal Health Services Inc

Healthcare
-24
- 42.11%
$154.95 - $204.44 $3.72K - $4.91K
33 $6K
WHR
Whirlpool Corp

Consumer Cyclical
-19
- 18.45%
$77.47 - $110.59 $1.47K - $2.1K
84 $6K
PKG
Packaging Corp Of America

Consumer Cyclical
-43
- 24.57%
$191.41 - $220.25 $8.23K - $9.47K
132 $28K
CINF
Cincinnati Financial Corp

Financial Services
-23
- 47.92%
$145.8 - $158.1 $3.35K - $3.64K
25 $3K
SCHW
Schwab Charles Corp

Financial Services
-108
- 7.06%
$91.03 - $98.69 $9.83K - $10.7K
1.42K $135K
WMS
Advanced Drainage Systems, Inc.

Industrials
-41
- 65.08%
$110.89 - $148.5 $4.55K - $6.09K
22 $3K
SWKS
Skyworks Solutions, Inc.

Technology
-62
- 15.09%
$67.52 - $82.97 $4.19K - $5.14K
349 $26K
MET
Metlife Inc

Financial Services
-50
- 17.48%
$73.82 - $82.37 $3.69K - $4.12K
236 $19K
CDNS
Cadence Design Systems Inc

Technology
-30
- 18.29%
$309.46 - $373.37 $9.28K - $11.2K
134 $47K
BNDX
Vanguard Total International B

ETFs
-53
- 0.29%
$49.0 - $49.51 $2.6K - $2.62K
18.5K $915K
WING
Wingstop Inc.

Consumer Cyclical
-2
- 9.52%
$247.44 - $377.34 $495 - $755
19 $4K
GXO
Gxo Logistics, Inc.

Industrials
-100
- 24.75%
$48.07 - $54.59 $4.81K - $5.46K
304 $16K
RHI
Robert Half International Inc.

Industrials
-30
- 17.24%
$33.49 - $43.03 $1K - $1.29K
144 $4K
PPC
Pilgrims Pride Corp

Consumer Defensive
-44
- 31.88%
$40.22 - $50.41 $1.77K - $2.22K
94 $3K
PRU
Prudential Financial Inc

Financial Services
-21
- 12.5%
$100.68 - $109.89 $2.11K - $2.31K
147 $15K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-19
- 19.59%
$473.44 - $553.71 $9K - $10.5K
78 $42K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-63
- 38.65%
$48.31 - $48.93 $3.04K - $3.08K
100 $4K
WDAY
Workday, Inc.

Technology
-10
- 2.58%
$213.69 - $247.69 $2.14K - $2.48K
378 $90K
FTI
Technip Fmc PLC

Energy
-92
- 38.49%
$32.19 - $40.89 $2.96K - $3.76K
147 $5K
APA
Apa Corp

Energy
-321
- 42.63%
$18.06 - $24.69 $5.8K - $7.93K
432 $10K
LBRDA
Liberty Broadband Corp

Communication Services
-10
- 18.18%
$58.06 - $100.28 $581 - $1K
45 $2K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-3
- 12.0%
$415.15 - $489.89 $1.25K - $1.47K
22 $9K
KD
Kyndryl Holdings, Inc.

Technology
-9
- 6.34%
$28.94 - $43.41 $260 - $391
133 $3K
RLI
Rli Corp

Financial Services
-27
- 40.3%
$64.17 - $71.7 $1.73K - $1.94K
40 $2K
CF
Cf Industries Holdings, Inc.

Basic Materials
-15
- 17.24%
$80.91 - $98.75 $1.21K - $1.48K
72 $6K
HELE
Helen Of Troy LTD

Consumer Defensive
-35
- 48.61%
$20.05 - $33.25 $702 - $1.16K
37 $0
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-93
- 3.1%
$41.19 - $43.7 $3.83K - $4.06K
2.91K $124K
MMM
3 M CO

Industrials
-54
- 2.74%
$144.41 - $160.2 $7.8K - $8.65K
1.91K $297K
SWK
Stanley Black & Decker, Inc.

Industrials
-37
- 31.62%
$66.98 - $79.52 $2.48K - $2.94K
80 $5K
CTVA
Corteva, Inc.

Basic Materials
-1
- 0.32%
$67.08 - $77.12 $67.1 - $77.1
311 $21K
CDAY
Ceridian Hcm Holding Inc.

Technology
-27
- 33.33%
N/A
54 $3K
SMG
Scotts Miracle Gro CO

Basic Materials
-31
- 73.81%
$55.82 - $70.08 $1.73K - $2.17K
11 $0
PINC
Premier, Inc.

Healthcare
-132
- 38.04%
$20.88 - $28.25 $2.76K - $3.73K
215 $5K
SPOT
Spotify Technology S.A.

Communication Services
-1
- 5.56%
$620.01 - $738.53 $620 - $739
17 $11K
SJM
J M Smucker CO

Consumer Defensive
-29
- 29.59%
$102.24 - $113.2 $2.96K - $3.28K
69 $7K
CIVI
Civitas Resources, Inc.

Energy
-84
- 84.85%
$27.85 - $37.37 $2.34K - $3.14K
15 $0
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-80
- 77.67%
$20.56 - $31.65 $1.64K - $2.53K
23 $0
FMC
Fmc Corp

Basic Materials
-27
- 25.0%
$33.15 - $44.45 $895 - $1.2K
81 $2K
WSO
Watsco Inc

Industrials
-5
- 33.33%
$381.94 - $489.97 $1.91K - $2.45K
10 $4K
COLD
Americold Realty Trust

Real Estate
-61
- 21.4%
$12.14 - $16.98 $741 - $1.04K
224 $2K
AEP
American Electric Power CO Inc

Utilities
-25
- 23.36%
$103.26 - $115.0 $2.58K - $2.88K
82 $9K
BBY
Best Buy CO Inc

Consumer Cyclical
-35
- 48.61%
$64.12 - $78.46 $2.24K - $2.75K
37 $2K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-24
- 13.26%
$132.9 - $142.03 $3.19K - $3.41K
157 $22K
UNM
Unum Group

Financial Services
-14
- 11.86%
$68.55 - $82.12 $960 - $1.15K
104 $8K
DLR
Digital Realty Trust, Inc.

Real Estate
-2
- 1.8%
$161.21 - $180.02 $322 - $360
109 $18K
ACM
Aecom

Industrials
-5
- 25.0%
$111.08 - $132.99 $555 - $665
15 $1K
MCK
Mckesson Corp

Healthcare
-4
- 7.27%
$659.01 - $772.54 $2.64K - $3.09K
51 $39K
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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