Clearstead Advisors, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.44 Billion distributed in 2095 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 $632M, Ishares Core S&P 500 ETF with a value of $261M, Apple Inc. with a value of $250M, Ishares Russell 1000 Gr ETF with a value of $233M, and Vanguard Mid Cap ETF with a value of $182M.
Examining the 13F form we can see an increase of $131M in the current position value, from $6.31B to 6.44B.
Also it can be appreciated an additional of 188 stocks purchases and 3 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
$6.44 Billion
ETFs: $3.92 Billion
Technology: $745 Million
Financial Services: $452 Million
Industrials: $329 Million
Healthcare: $232 Million
Consumer Cyclical: $231 Million
Consumer Defensive: $204 Million
Communication Services: $164 Million
Other: $160 Million
Stock Holdings Table Market Cap. of $200 Billions or more
