Clearstead Advisors, LLC Asset Management

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.1 Million 0.18% of portfolio
530,828
Q3 2024 Added 7.8%
$129B
$10.8 Million 0.17% of portfolio
70,725
Q3 2024 Added 4.7%
$158B
$3.87 Million 0.06% of portfolio
4,072
Q3 2024 Added 10.35%
$129B
$2.97 Million 0.05% of portfolio
22,764
Q3 2024 Added 0.83%
$0
$2.66 Million 0.04% of portfolio
130,315
Q2 2024 Added 17.31%
$0
$2.51 Million 0.04% of portfolio
145,005
Q3 2024 Reduced 16.44%
$0
$2.12 Million 0.03% of portfolio
220,795
Q3 2024 Reduced 14.04%
$60B
$1.76 Million 0.03% of portfolio
3,740
Q3 2024 Added 0.21%
$35B
$1.4 Million 0.02% of portfolio
15,782
Q3 2024 Reduced 11.88%
$26.8B
$1.09 Million 0.02% of portfolio
10,014
Q3 2024 Reduced 3.99%
$1.16B
$921,000 0.01% of portfolio
76,815
Q3 2024 Added 79.58%
$18.2B
$792,000 0.01% of portfolio
18,404
Q3 2024 Reduced 7.34%
$0
$679,000 0.01% of portfolio
52,260
Q3 2024 Reduced 0.86%
$63.3B
$634,000 0.01% of portfolio
8,826
Q3 2024 Added 2.77%
$178M
$558,000 0.01% of portfolio
69,168
Q3 2024 New
$0
$442,000 0.01% of portfolio
18,081
Q2 2024 Added 23,690.79%
$0
$399,000 0.01% of portfolio
20,406
Q3 2024 Added 0.42%
$0
$388,000 0.01% of portfolio
43,000
Q3 2024 Reduced 0.46%
$179M
$382,000 0.01% of portfolio
22,177
Q3 2024 Added 73.31%
$0
$369,000 0.01% of portfolio
18,000
Q2 2024 New
$19.7B
$233,000 0.0% of portfolio
8,000
Q3 2024 Reduced 7.93%
$22.4B
$209,000 0.0% of portfolio
2,329
Q3 2024 Added 8.93%
$0
$207,000 0.0% of portfolio
15,527
Q3 2024 Added 0.66%
$0
$190,000 0.0% of portfolio
15,370
Q2 2024 New
$0
$176,000 0.0% of portfolio
14,857
Q3 2024 New
$0
$149,000 0.0% of portfolio
14,000
Q2 2024 New
$0
$144,000 0.0% of portfolio
12,848
Q3 2024 Reduced 37.84%
$0
$139,000 0.0% of portfolio
34,375
Q2 2024 New
$0
$126,000 0.0% of portfolio
15,696
Q3 2024 Added 0.66%
$0
$125,000 0.0% of portfolio
20,000
Q2 2024 New
$0
$123,000 0.0% of portfolio
12,267
Q3 2024 New
$0
$117,000 0.0% of portfolio
10,058
Q2 2024 New
$0
$115,000 0.0% of portfolio
10,000
Q2 2024 New
$0
$112,000 0.0% of portfolio
20,000
Q2 2024 New
$0
$107,000 0.0% of portfolio
10,000
Q2 2024 New
$9.99B
$106,000 0.0% of portfolio
5,496
Q3 2024 Added 13.44%
$0
$97,000 0.0% of portfolio
7,456
Q2 2024 New
$5.1B
$95,000 0.0% of portfolio
3,272
Q3 2024 Added 0.12%
$0
$84,000 0.0% of portfolio
12,000
Q3 2024 Reduced 45.45%
$98.2B
$83,000 0.0% of portfolio
666
Q3 2024 Added 39.62%
$0
$83,000 0.0% of portfolio
11,753
Q3 2024 New
$0
$82,000 0.0% of portfolio
36,223
Q3 2024 Added 203.65%
$0
$82,000 0.0% of portfolio
2,500
Q4 2021 New
$0
$79,000 0.0% of portfolio
12,011
Q3 2024 New
$0
$77,000 0.0% of portfolio
25,122
Q3 2024 New
$0
$75,000 0.0% of portfolio
10,871
Q3 2024 New
$4.89B
$60,000 0.0% of portfolio
632
Q3 2024 Reduced 15.51%
$0
$57,000 0.0% of portfolio
6,268
Q3 2024 Added 19.32%
$0
$56,000 0.0% of portfolio
3,271
Q2 2024 New
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