Clearstead Trust, LLC Sells in Q3 2025

Clearstead Trust, LLC

  • $526 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KBH
Kb Home

Consumer Cyclical
-30
- 12.4%
$52.78 - $67.97 $1.58K - $2.04K
212 $13K
BA
Boeing CO

Industrials
-2
- 0.63%
$209.79 - $237.38 $420 - $475
313 $67K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-101
- 3.77%
$87.29 - $93.61 $8.82K - $9.45K
2.58K $240K
IWM
Ishares Russell 2000 ETF

ETFs
-45
- 10.25%
$214.92 - $244.84 $9.67K - $11K
394 $95K
EA
Electronic Arts Inc.

Communication Services
-41
- 20.5%
$147.79 - $202.05 $6.06K - $8.28K
159 $32K
D
Dominion Energy, Inc

Utilities
-47
- 6.06%
$56.32 - $62.1 $2.65K - $2.92K
729 $44K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1
- 1.52%
$69.9 - $78.26 $69.9 - $78.3
65 $5K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-2
- 3.17%
$105.93 - $131.8 $212 - $264
61 $8K
LYFT
Lyft, Inc.

Technology
-29
- 6.94%
$13.41 - $22.93 $389 - $665
389 $8K
ITW
Illinois Tool Works Inc

Industrials
-291
- 5.05%
$252.31 - $269.41 $73.4K - $78.4K
5.47K $1.43M
OXY
Occidental Petroleum Corp

Energy
-19
- 3.5%
$42.54 - $48.1 $808 - $914
524 $24K
MUR
Murphy Oil Corp

Energy
-42
- 8.08%
$22.13 - $30.03 $929 - $1.26K
478 $13K
CVS
Cvs Health Corp

Healthcare
-13
- 1.64%
$58.75 - $76.5 $764 - $995
779 $58K
APP
App Lovin Corp

Technology
-9
- 29.03%
$335.1 - $718.54 $3.02K - $6.47K
22 $15K
ASML
Asml Holding Nv

Technology
-17
- 13.08%
$689.63 - $968.09 $11.7K - $16.5K
113 $109K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-88
- 2.84%
$42.28 - $45.71 $3.72K - $4.02K
3.01K $137K
BX
Blackstone Inc.

Financial Services
-39
- 5.71%
$152.77 - $188.68 $5.96K - $7.36K
644 $110K
DVN
Devon Energy Corp

Energy
-26
- 0.81%
$31.75 - $36.99 $826 - $962
3.19K $111K
INTC
Intel Corp

Technology
-1.11K
- 25.82%
$19.31 - $35.5 $21.5K - $39.5K
3.2K $107K
SO
Southern CO

Utilities
-93
- 1.26%
$90.83 - $96.0 $8.45K - $8.93K
7.29K $691K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-42
- 0.16%
$72.57 - $74.72 $3.05K - $3.14K
25.7K $1.91M
AXP
American Express CO

Financial Services
-11
- 0.73%
$294.27 - $342.31 $3.24K - $3.77K
1.5K $497K
GE
General Electric CO

Industrials
-53
- 6.5%
$244.75 - $305.63 $13K - $16.2K
763 $229K
NSC
Norfolk Southern Corp

Industrials
-50
- 6.2%
$259.49 - $300.41 $13K - $15K
757 $227K
AZN
Astrazeneca PLC

Healthcare
-116
- 2.7%
$68.72 - $82.11 $7.97K - $9.52K
4.19K $321K
LOW
Lowes Companies Inc

Consumer Cyclical
-103
- 6.24%
$215.01 - $273.02 $22.1K - $28.1K
1.55K $389K
VEA
Vanguard Ftse Developed Market

ETFs
-673
- 3.0%
$56.02 - $60.3 $37.7K - $40.6K
21.7K $1.3M
LMT
Lockheed Martin Corp

Industrials
-11
- 1.27%
$410.74 - $499.21 $4.52K - $5.49K
856 $427K
AES
Aes Corp

Utilities
-825
- 4.5%
$10.77 - $13.94 $8.89K - $11.5K
17.5K $230K
HD
Home Depot, Inc.

Consumer Cyclical
-531
- 7.49%
$357.4 - $423.42 $190K - $225K
6.56K $2.66M
RTX
Raytheon Technologies Corp

Industrials
-193
- 3.75%
$144.19 - $167.33 $27.8K - $32.3K
4.95K $828K
UBER
Uber Technologies, Inc

Technology
-226
- 0.87%
$86.91 - $99.57 $19.6K - $22.5K
25.8K $2.52M
XOM
Exxon Mobil Corp

Energy
-276
- 0.91%
$105.83 - $117.22 $29.2K - $32.4K
30.1K $3.39M
NEE
Nextera Energy Inc

Utilities
-278
- 1.14%
$69.77 - $77.54 $19.4K - $21.6K
24.2K $1.82M
IVV
Ishares Core S&P 500 ETF

ETFs
-1K
- 6.06%
$620.67 - $670.08 $621K - $670K
15.5K $10.4M
MCD
Mcdonalds Corp

Consumer Cyclical
-66
- 0.47%
$291.67 - $316.99 $19.3K - $20.9K
14K $4.24M
IAU
Ishares Gold Trust

ETFs
-154
- 0.51%
$61.62 - $72.77 $9.49K - $11.2K
29.9K $2.18M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-286
- 6.68%
$311.12 - $482.13 $89K - $138K
3.99K $1.82M
MSFT
Microsoft Corp

Technology
-450
- 0.79%
$491.09 - $535.64 $221K - $241K
56.2K $29.1M
NVDA
Nvidia Corp

Technology
-1.23K
- 1.12%
$153.3 - $186.58 $188K - $229K
109K $20.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.49K
- 1.03%
$546.99 - $602.2 $817K - $899K
143K $86M
QLD
Proshares Ultra Qqq

ETFs
-572
- 0.16%
$115.66 - $138.31 $66.2K - $79.1K
361K $49.6M
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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