Clearstead Advisors, LLC Portfolio Holdings

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

Clearstead Advisors, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.4 Billion distributed in 3094 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $293M, Ishares Russell 1000 Gr ETF with a value of $259M, Apple Inc. with a value of $245M, Vanguard Mid Cap ETF with a value of $205M, and Microsoft Corp with a value of $162M.

Examining the 13F form we can see an increase of $456M in the current position value, from $6.94B to 7.4B.

Clearstead Advisors, LLC is based out at Cleveland, OH

Below you can find more details about Clearstead Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.4 Billion
ETFs: $4.43 Billion
Technology: $908 Million
Financial Services: $508 Million
Industrials: $375 Million
Consumer Cyclical: $270 Million
Healthcare: $250 Million
Communication Services: $227 Million
Consumer Defensive: $216 Million
Other: $206 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$293 Million 3.96% of portfolio
437,494
Q3 2025 Added 0.4%
$0
$259 Million 3.5% of portfolio
552,966
Q3 2025 Reduced 0.98%
$4.33T
$245 Million 3.31% of portfolio
963,252
Q3 2025 Reduced 1.25%
$0
$205 Million 2.77% of portfolio
697,123
Q3 2025 Added 0.77%
$3.77T
$162 Million 2.19% of portfolio
313,148
Q3 2025 Reduced 1.04%
$0
$138 Million 1.86% of portfolio
541,189
Q3 2025 Added 1.3%
$0
$127 Million 1.72% of portfolio
680,828
Q3 2025 Added 1.95%
$0
$126 Million 1.71% of portfolio
2,950,650
Q3 2025 Added 5.34%
$0
$120 Million 1.62% of portfolio
2,550,703
Q3 2025 Added 17.23%
$0
$115 Million 1.55% of portfolio
606,007
Q3 2025 Added 2.15%
$0
$95.6 Million 1.29% of portfolio
2,629,560
Q3 2025 Added 1.26%
$496B
$94.7 Million 1.28% of portfolio
507,765
Q3 2025 Added 0.94%
$0
$91.8 Million 1.24% of portfolio
1,054,394
Q3 2025 Added 0.43%
$0
$87.7 Million 1.19% of portfolio
131,624
Q3 2025 Reduced 1.78%
$66.4B
$83.9 Million 1.13% of portfolio
279,130
Q3 2025 Added 0.2%
$930B
$81 Million 1.1% of portfolio
256,918
Q3 2025 Reduced 2.75%
$2.53T
$78 Million 1.05% of portfolio
355,372
Q3 2025 Reduced 0.99%
$0
$77.9 Million 1.05% of portfolio
1,363,519
Q3 2025 Reduced 4.44%
$0
$75.7 Million 1.02% of portfolio
388,991
Q3 2025 Reduced 22.66%
$0
$74.2 Million 1.0% of portfolio
768,383
Q3 2025 Added 0.43%
$0
$73.8 Million 1.0% of portfolio
844,736
Q3 2025 Added 11.01%
$0
$67.9 Million 0.92% of portfolio
563,541
Q3 2025 Reduced 0.63%
$649B
$67.4 Million 0.91% of portfolio
134,133
Q3 2025 Reduced 4.87%
$0
$61.7 Million 0.83% of portfolio
945,024
Q3 2025 Added 0.52%
$649B
$60.9 Million 0.82% of portfolio
216,365
Q3 2025 Reduced 2.7%
$0
$59.7 Million 0.81% of portfolio
502,444
Q3 2025 Added 7.49%
$0
$58.9 Million 0.8% of portfolio
2,865,560
Q3 2025 Added 6.27%
$0
$58.7 Million 0.79% of portfolio
3,120,702
Q3 2025 Added 4.73%
$0
$56.4 Million 0.76% of portfolio
3,335,031
Q3 2025 Added 6.79%
$0
$51.6 Million 0.7% of portfolio
896,625
Q3 2025 Reduced 2.22%
$301B
$50 Million 0.68% of portfolio
104,767
Q3 2025 Added 5.32%
$0
$45.8 Million 0.62% of portfolio
491,056
Q3 2025 Added 3.59%
$0
$45.3 Million 0.61% of portfolio
138,031
Q3 2025 Reduced 0.88%
$1.77T
$44.9 Million 0.61% of portfolio
184,544
Q3 2025 Reduced 10.25%
$0
$44.3 Million 0.6% of portfolio
366,620
Q3 2025 Added 1.1%
$493B
$43.8 Million 0.59% of portfolio
236,120
Q3 2025 Reduced 1.06%
$0
$43.1 Million 0.58% of portfolio
1,714,017
Q3 2025 Added 8.22%
$405B
$42.8 Million 0.58% of portfolio
46,199
Q3 2025 Reduced 4.13%
$278B
$42.1 Million 0.57% of portfolio
408,899
Q3 2025 Added 0.05%
$0
$38.9 Million 0.53% of portfolio
1,975,280
Q3 2025 Reduced 28.89%
$0
$38.5 Million 0.52% of portfolio
101,666
Q3 2025 Reduced 2.32%
$0
$38.8 Million 0.52% of portfolio
277,169
Q3 2025 Reduced 1.03%
$918B
$37.2 Million 0.5% of portfolio
48,728
Q3 2025 Added 0.2%
$527B
$34 Million 0.46% of portfolio
59,774
Q3 2025 Reduced 4.15%
$145B
$31.2 Million 0.42% of portfolio
94,449
Q3 2025 Reduced 12.11%
$345B
$30.6 Million 0.41% of portfolio
199,123
Q3 2025 Reduced 11.76%
$0
$30 Million 0.41% of portfolio
164,536
Q3 2025 Added 24.14%
$0
$29.6 Million 0.4% of portfolio
145,582
Q3 2025 Reduced 0.47%
$263B
$29.6 Million 0.4% of portfolio
177,181
Q3 2025 Reduced 1.2%

Summary

  • Portfolio
  • No. of Stocks 3,094
  • Current Value $7.4 Billion
  • Prior Value $6.94 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 559 stocks
  • Additional Purchases 1,164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 863 stocks
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