Clearstead Advisors, LLC Portfolio Holdings
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 2,038
- Current Value $6.31 Billion
- Prior Value $5.78 Billion
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 125 stocks
- Additional Purchases 690 stocks
- Sold out of 1 stocks
- Reduced holdings in 495 stocks