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.
