Clearstead Advisors, LLC Portfolio Holdings

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025

Clearstead Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.3 Billion distributed in 2198 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 $600M, Ishares Core S&P 500 ETF with a value of $248M, Apple Inc. with a value of $214M, Ishares Russell 1000 Gr ETF with a value of $205M, and Vanguard Mid Cap ETF with a value of $178M.

Examining the 13F form we can see an decrease of $137M in the current position value, from $6.44B to 6.3B.

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 $6.3 Billion
ETFs: $3.81 Billion
Technology: $661 Million
Financial Services: $486 Million
Industrials: $333 Million
Healthcare: $236 Million
Consumer Defensive: $211 Million
Consumer Cyclical: $209 Million
Communication Services: $154 Million
Other: $202 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.6B
$325,000 0.01% of portfolio
3,924
Q1 2025 Added 10.63%
$36.4B
$490,000 0.01% of portfolio
4,944
Q1 2025 Reduced 11.06%
$13.6B
$654,000 0.01% of portfolio
4,586
Q1 2025 Added 0.31%
$35.3B
$790,000 0.01% of portfolio
8,119
Q1 2025 Reduced 0.11%
$701M
$527,000 0.01% of portfolio
3,766
Q4 2024 Added 17.14%
$24.1B
$926,000 0.01% of portfolio
10,084
Q1 2025 Reduced 26.53%
$102B
$938,000 0.01% of portfolio
8,396
Q1 2025 Reduced 3.81%
$12.7B
$652,000 0.01% of portfolio
2,954
Q1 2025 Added 12.02%
$3.49B
$509,000 0.01% of portfolio
18,290
Q1 2025 Added 18.57%
$60.4B
$349,000 0.01% of portfolio
551
Q1 2025 Added 8.04%
$13.2B
$381,000 0.01% of portfolio
1,938
Q1 2025 Added 29.2%
$101B
$599,000 0.01% of portfolio
11,888
Q1 2025 Reduced 11.38%
$41.4B
$763,000 0.01% of portfolio
2,955
Q1 2025 Added 20.86%
$48B
$723,000 0.01% of portfolio
5,662
Q1 2025 Reduced 4.12%
$12.1B
$477,000 0.01% of portfolio
6,147
Q1 2025 Added 5,153.85%
$21.7B
$803,000 0.01% of portfolio
9,624
Q1 2025 Reduced 21.48%
$3.79B
$814,000 0.01% of portfolio
14,832
Q1 2025 Reduced 9.24%
$25.4B
$574,000 0.01% of portfolio
8,055
Q1 2025 Added 29.54%
$4.44B
$501,000 0.01% of portfolio
6,070
Q2 2024 Added 8,571.43%
$145B
$854,000 0.01% of portfolio
8,953
Q1 2025 Reduced 40.75%
$0
$402,000 0.01% of portfolio
18,000
Q2 2024 New
$11.6B
$617,000 0.01% of portfolio
5,217
Q1 2025 Added 2.31%
$70.2B
$463,000 0.01% of portfolio
3,168
Q1 2025 Added 36.73%
$0
$513,000 0.01% of portfolio
18,081
Q2 2024 Added 23,690.79%
$11.8B
$335,000 0.01% of portfolio
3,561
Q1 2025 Added 22.84%
$12.3B
$510,000 0.01% of portfolio
3,066
Q1 2025 Added 13.18%
$38.2B
$488,000 0.01% of portfolio
8,928
Q1 2025 Reduced 33.73%
$15.8B
$522,000 0.01% of portfolio
15,763
Q1 2025 Added 0.16%
$68.8B
$382,000 0.01% of portfolio
9,050
Q1 2025 Reduced 1.84%
$80.7M
$323,000 0.01% of portfolio
52,934
Q1 2025 Added 2.42%
$40.8B
$656,000 0.01% of portfolio
2,836
Q1 2025 Reduced 26.81%
$46.8B
$480,000 0.01% of portfolio
1,613
Q1 2025 Added 0.12%
$6.4B
$761,000 0.01% of portfolio
12,000
Q4 2024 Reduced 7.69%
$36.5B
$394,000 0.01% of portfolio
1,689
Q1 2025 Added 14.12%
$34.5B
$630,000 0.01% of portfolio
5,783
Q1 2025 Reduced 1.26%
$35.9B
$470,000 0.01% of portfolio
2,593
Q1 2025 Reduced 15.07%
$32.7B
$944,000 0.01% of portfolio
87,998
Q1 2025 Added 1.06%
$48.1B
$522,000 0.01% of portfolio
2,678
Q1 2025 Reduced 2.76%
$74.9B
$688,000 0.01% of portfolio
4,494
Q1 2025 Reduced 0.02%
$19.5B
$617,000 0.01% of portfolio
2,760
Q1 2025 Added 1.92%
$3.37B
$397,000 0.01% of portfolio
37,587
Q1 2025 Added 8.99%
$70.5B
$692,000 0.01% of portfolio
11,581
Q1 2025 Reduced 6.3%
$8.96B
$663,000 0.01% of portfolio
2,942
Q1 2025 Added 5.45%
$39.7B
$369,000 0.01% of portfolio
5,215
Q1 2025 Added 14.74%
$20.5B
$517,000 0.01% of portfolio
4,571
Q1 2025 Added 1.26%
$8.29B
$448,000 0.01% of portfolio
8,990
Q1 2025 Added 10.71%
$109B
$767,000 0.01% of portfolio
2,277
Q1 2025 Added 2.66%
$33.9B
$875,000 0.01% of portfolio
2,592
Q1 2025 Added 0.74%
$3.78B
$655,000 0.01% of portfolio
23,387
Q1 2025 Added 9.26%

Summary

  • Portfolio
  • No. of Stocks 2,198
  • Current Value $6.3 Billion
  • Prior Value $6.44 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 252 stocks
  • Additional Purchases 788 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 628 stocks
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