Clearstead Advisors, LLC Portfolio Holdings

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025

Clearstead Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.94 Billion distributed in 2740 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $669M, Ishares Core S&P 500 ETF with a value of $271M, Ishares Russell 1000 Gr ETF with a value of $237M, Apple Inc. with a value of $200M, and Vanguard Mid Cap ETF with a value of $194M.

Examining the 13F form we can see an increase of $642M in the current position value, from $6.3B to 6.94B. Also it can be appreciated an additional of 718 stocks purchases and 1 closed positions.

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 $6.94 Billion
ETFs: $4.14 Billion
Technology: $803 Million
Financial Services: $522 Million
Industrials: $352 Million
Consumer Cyclical: $253 Million
Healthcare: $240 Million
Consumer Defensive: $227 Million
Communication Services: $196 Million
Other: $207 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$200 Million 2.88% of portfolio
975,418
Q2 2025 Added 1.17%
$3.95T
$157 Million 2.27% of portfolio
316,424
Q2 2025 Added 2.38%
$456B
$79.5 Million 1.14% of portfolio
503,038
Q2 2025 Added 3.54%
$2.26T
$78.7 Million 1.13% of portfolio
358,914
Q2 2025 Added 5.44%
$859B
$76.6 Million 1.1% of portfolio
264,185
Q2 2025 Added 4.52%
$64.4B
$71.3 Million 1.03% of portfolio
278,577
Q2 2025 Reduced 7.6%
$621B
$68.5 Million 0.99% of portfolio
141,006
Q2 2025 Added 2.55%
$1.21T
$54 Million 0.78% of portfolio
306,612
Q2 2025 Added 4.79%
$684B
$48.6 Million 0.7% of portfolio
222,363
Q2 2025 Added 2.34%
$439B
$47.7 Million 0.69% of portfolio
48,187
Q2 2025 Reduced 0.38%
$281B
$40 Million 0.58% of portfolio
408,703
Q2 2025 Added 5.22%
$218B
$38.6 Million 0.56% of portfolio
99,473
Q2 2025 Reduced 8.72%
$608B
$37.9 Million 0.55% of portfolio
48,629
Q2 2025 Added 45.57%
$1.24T
$36.5 Million 0.53% of portfolio
205,631
Q2 2025 Added 1.88%
$368B
$36 Million 0.52% of portfolio
225,671
Q2 2025 Added 3.81%
$452B
$36.5 Million 0.52% of portfolio
238,638
Q2 2025 Reduced 1.04%
$127B
$29.6 Million 0.43% of portfolio
107,464
Q2 2025 Added 11.05%
$229B
$26.2 Million 0.38% of portfolio
179,329
Q2 2025 Added 4.19%
$202B
$26.5 Million 0.38% of portfolio
200,855
Q2 2025 Added 2.01%
$405B
$25.5 Million 0.37% of portfolio
69,433
Q2 2025 Added 1.84%
$442B
$24.1 Million 0.35% of portfolio
223,178
Q2 2025 Added 12.03%
$217B
$24.6 Million 0.35% of portfolio
4,255
Q2 2025 Added 2.7%
$142B
$24.2 Million 0.35% of portfolio
90,549
Q2 2025 Added 0.99%
$182B
$23.5 Million 0.34% of portfolio
251,697
Q2 2025 Added 3.11%
$52.5B
$23.6 Million 0.34% of portfolio
115,152
Q2 2025 Added 7.21%
$302B
$22.4 Million 0.32% of portfolio
156,097
Q2 2025 Added 1.86%
$102B
$22.3 Million 0.32% of portfolio
121,693
Q2 2025 Added 3.24%
$179B
$21.4 Million 0.31% of portfolio
234,663
Q2 2025 Added 5.01%
$95.6B
$21.3 Million 0.31% of portfolio
92,970
Q2 2025 Added 3.73%
$551B
$21.4 Million 0.31% of portfolio
60,408
Q2 2025 Reduced 1.88%
$229B
$21.5 Million 0.31% of portfolio
158,378
Q2 2025 Added 29.0%
$232B
$21.1 Million 0.3% of portfolio
77,320
Q2 2025 Added 6.04%
$1.78T
$20.9 Million 0.3% of portfolio
28,293
Q2 2025 Added 12.49%
$172B
$19.9 Million 0.29% of portfolio
19,362
Q2 2025 Added 497.41%
$16.7B
$20 Million 0.29% of portfolio
1,146,279
Q2 2025 Added 40.31%
$36.4B
$18.9 Million 0.27% of portfolio
125,256
Q2 2025 Added 1.25%
$351B
$19 Million 0.27% of portfolio
102,462
Q2 2025 Added 2.79%
$177B
$19 Million 0.27% of portfolio
97,568
Q2 2025 Added 0.76%
$150B
$17.8 Million 0.26% of portfolio
90,350
Q2 2025 Reduced 2.72%
$38.7B
$17.5 Million 0.25% of portfolio
72,247
Q2 2025 Added 3.94%
$293B
$17.7 Million 0.25% of portfolio
254,450
Q2 2025 Added 9.51%
$25.8B
$16.8 Million 0.24% of portfolio
120,453
Q2 2025 Added 2.86%
$70.1B
$15.8 Million 0.23% of portfolio
101,552
Q2 2025 Added 6.8%
$36B
$15.1 Million 0.22% of portfolio
188,274
Q2 2025 Added 2.19%
$26.4B
$15.6 Million 0.22% of portfolio
33,293
Q2 2025 Added 3.59%
$145B
$15.2 Million 0.22% of portfolio
42,673
Q2 2025 Added 2.18%
$227B
$15 Million 0.22% of portfolio
47,066
Q2 2025 Added 0.64%
$96.6B
$14.6 Million 0.21% of portfolio
20,974
Q2 2025 Reduced 3.69%
$423B
$14.6 Million 0.21% of portfolio
20
Q1 2025 Added 300.0%

Summary

  • Portfolio
  • No. of Stocks 2,740
  • Current Value $6.94 Billion
  • Prior Value $6.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 718 stocks
  • Additional Purchases 1,161 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 462 stocks
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email