Clearstead Advisors, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $5.78 Billion distributed in 2026 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 $566M, Ishares Core S&P 500 ETF with a value of $238M, Ishares Russell 1000 Gr ETF with a value of $235M, Apple Inc. with a value of $186M, and Vanguard Mid Cap ETF with a value of $160M.
Examining the 13F form we can see an increase of $3.78B in the current position value, from $2.01B to 5.78B.
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
$5.78 Billion
ETFs: $3.49 Billion
Technology: $688 Million
Financial Services: $376 Million
Industrials: $295 Million
Healthcare: $248 Million
Consumer Cyclical: $200 Million
Consumer Defensive: $194 Million
Communication Services: $145 Million
Other: $144 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions