Clearstead Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.31 Billion distributed in 2038 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 $604M, Ishares Core S&P 500 ETF with a value of $256M, Ishares Russell 1000 Gr ETF with a value of $241M, Apple Inc. with a value of $233M, and Vanguard Mid Cap ETF with a value of $178M.
Examining the 13F form we can see an increase of $524M in the current position value, from $5.78B to 6.31B.
Also it can be appreciated an additional of 125 stocks purchases and 1 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
$6.31 Billion
ETFs: $3.77 Billion
Technology: $750 Million
Financial Services: $432 Million
Industrials: $344 Million
Healthcare: $273 Million
Consumer Cyclical: $216 Million
Consumer Defensive: $206 Million
Communication Services: $149 Million
Other: $163 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
