Clearstead Advisors, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.4 Billion distributed in 3094 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $293M, Ishares Russell 1000 Gr ETF with a value of $259M, Apple Inc. with a value of $245M, Vanguard Mid Cap ETF with a value of $205M, and Microsoft Corp with a value of $162M.
Examining the 13F form we can see an increase of $456M in the current position value, from $6.94B to 7.4B.
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
$7.4 Billion
ETFs: $4.43 Billion
Technology: $908 Million
Financial Services: $508 Million
Industrials: $375 Million
Consumer Cyclical: $270 Million
Healthcare: $250 Million
Communication Services: $227 Million
Consumer Defensive: $216 Million
Other: $206 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
