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.
Portfolio value
$6.3 Billion
ETFs: $3.81 Billion
Technology: $661 Million
Financial Services: $486 Million
Industrials: $333 Million
Healthcare: $236 Million
Consumer Defensive: $211 Million
Consumer Cyclical: $209 Million
Communication Services: $154 Million
Other: $202 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
