Clearstead Advisors, LLC Reduced Holdings in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.89M
- 92.74%
$22.25 - $23.0 $64.3M - $66.5M
226K $5.2M
AAPL
Apple Inc.

Technology
-32.5K
- 3.26%
$209.68 - $247.1 $6.81M - $8.03M
964K $214M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.72K
- 0.49%
$507.05 - $563.67 $2.9M - $3.22M
1.17M $600M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11K
- 1.9%
$360.07 - $417.26 $3.97M - $4.6M
569K $205M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-226K
- 91.13%
$100.32 - $100.76 $22.7M - $22.8M
22K $2.21M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-538K
- 79.06%
$37.07 - $40.63 $19.9M - $21.8M
142K $5.61M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-213K
- 89.81%
$91.45 - $91.75 $19.5M - $19.6M
24.2K $2.22M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-482K
- 98.03%
$36.63 - $37.45 $17.7M - $18.1M
9.71K $357K
NVDA
Nvidia Corp

Technology
-7.51K
- 1.52%
$106.98 - $149.43 $803K - $1.12M
486K $52.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.62K
- 0.59%
$554.06 - $615.85 $1.45M - $1.61M
441K $248M
UNH
Unitedhealth Group Inc

Healthcare
-23.7K
- 52.21%
$461.52 - $548.18 $10.9M - $13M
21.7K $11.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-102K
- 31.54%
$95.85 - $99.25 $9.81M - $10.2M
222K $22M
AMD
Advanced Micro Devices Inc

Technology
-61.3K
- 83.39%
$96.63 - $129.55 $5.92M - $7.94M
12.2K $1.25M
AVGO
Broadcom Inc.

Technology
-2.21K
- 2.23%
$167.43 - $244.7 $369K - $540K
96.8K $16.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.7K
- 9.33%
$222.15 - $428.22 $823K - $1.59M
36K $9.32M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-43.4K
- 4.43%
$45.72 - $51.73 $1.99M - $2.25M
936K $43.1M
CRM
Salesforce, Inc.

Technology
-1.08K
- 1.45%
$268.36 - $359.95 $289K - $387K
72.9K $19.6M
VO
Vanguard Mid Cap ETF

ETFs
-4.29K
- 0.62%
$251.87 - $277.95 $1.08M - $1.19M
686K $178M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-34.6K
- 58.35%
$105.1 - $109.61 $3.64M - $3.79M
24.7K $2.68M
VEU
Vanguard Ftse All World Ex Us

ETFs
-66.3K
- 35.63%
$56.51 - $62.98 $3.75M - $4.18M
120K $7.27M
IWR
Ishares Russell Mid Cap ETF

ETFs
-7.96K
- 1.01%
$82.81 - $92.93 $659K - $739K
777K $66.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
-959
- 0.27%
$92.45 - $106.69 $88.7K - $102K
360K $33.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-59.6K
- 41.08%
$42.5 - $46.71 $2.53M - $2.78M
85.5K $3.87M
HD
Home Depot, Inc.

Consumer Cyclical
-2.43K
- 3.44%
$347.25 - $424.87 $844K - $1.03M
68.2K $25M
PRAA
Pra Group Inc

Financial Services
-116K
- 44.54%
$18.82 - $23.95 $2.17M - $2.77M
144K $2.97M
SHV
Ishares Tr

ETFs
-21.9K
- 41.63%
$110.11 - $110.51 $2.41M - $2.42M
30.7K $3.39M
IWM
Ishares Russell 2000 ETF

ETFs
-934
- 0.94%
$198.1 - $229.79 $185K - $215K
98.3K $19.6M
BX
Blackstone Inc.

Financial Services
-823
- 1.25%
$136.53 - $186.74 $112K - $154K
65.2K $9.12M
VONE
Vanguard Russell 1000 ETF

ETFs
-7.42K
- 39.04%
$250.16 - $278.79 $1.86M - $2.07M
11.6K $2.94M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-39.5K
- 16.14%
$49.25 - $50.66 $1.94M - $2M
205K $10.2M
VT
Vanguard Total World Stk Index

ETFs
-14.7K
- 7.46%
$115.08 - $123.97 $1.69M - $1.82M
183K $21.2M
EEM
Ishares Msci Emerging Markets

ETFs
-43.2K
- 51.95%
$40.81 - $45.34 $1.76M - $1.96M
39.9K $1.75M
VUG
Vanguard Growth ETF

ETFs
-756
- 2.44%
$369.1 - $427.61 $279K - $323K
30.3K $11.2M
LECO
Lincoln Electric Holdings Inc

Industrials
-8.43K
- 12.06%
$180.51 - $216.81 $1.52M - $1.83M
61.5K $11.6M
HON
Honeywell International Inc

Industrials
-1.02K
- 1.21%
$202.75 - $226.52 $207K - $231K
83.1K $17.6M
VIG
Vanguard Dividend Appreciation

ETFs
-7.64K
- 5.55%
N/A
130K $23.7M
TGT
Target Corp

Consumer Defensive
-348
- 0.84%
$103.65 - $142.5 $36.1K - $49.6K
41.3K $4.31M
MRK
Merck & Co., Inc.

Healthcare
-1.19K
- 0.99%
$83.01 - $101.02 $98.7K - $120K
119K $10.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-4.8K
- 98.97%
$211.47 - $267.17 $1.01M - $1.28M
50 $10K
TTD
Trade Desk, Inc.

Technology
-4.54K
- 33.73%
$53.59 - $126.58 $244K - $575K
8.93K $488K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.93K
- 4.12%
$222.66 - $268.42 $430K - $518K
44.9K $10.5M
KEY
Keycorp

Financial Services
-5.78K
- 0.7%
$15.15 - $18.3 $87.6K - $106K
817K $13.1M
FDX
Fedex Corp

Industrials
-2.88K
- 32.36%
$230.33 - $281.53 $663K - $810K
6.01K $1.47M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-12.5K
- 12.19%
$81.83 - $82.73 $1.03M - $1.04M
90.3K $7.47M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-14.4K
- 5.0%
$128.74 - $138.67 $1.86M - $2M
274K $37.2M
IXN
Ishares Global Information Tec

ETFs
-9.78K
- 60.6%
$75.73 - $88.4 $741K - $864K
6.36K $481K
STZ
Constellation Brands, Inc.

Consumer Defensive
-3.65K
- 88.9%
$161.05 - $222.93 $587K - $813K
455 $83K
USO
United States Oil Fund, LP

ETFs
-10.9K
- 80.49%
$70.89 - $84.34 $773K - $919K
2.64K $204K
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
-15.9K
- 11.84%
$39.39 - $43.95 $626K - $699K
118K $4.72M
Activity Summary
Buys All Purchases 1040 New Holdings 252 Increased Positions 788 Sells All Sells 628 Reductions 628 Sold out 0 Options Calls 3 Puts 1
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