Clearstead Advisors, LLC Options Holdings

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$2.95 Million
6.3K
Q1 2025
New holding
ET
Energy Transfer LP

Energy
CALL
$39,000
2.1K
Q1 2025
Reduced 84.32%
PLTR
Palantir Technologies Inc.

Technology
CALL
$33,000
400
Q1 2025
Reduced 99.85%
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
CALL
$2,000
400
Q1 2025
Reduced 92.52%

Summary

  • Portfolio
  • No. of Stocks 2,198
  • Current Value $6.3 Billion
  • Prior Value $6.44 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 252 stocks
  • Additional Purchases 788 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 628 stocks
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email