Clearstead Advisors, LLC Asset Management

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.8 Million 0.2% of portfolio
583,638
Q4 2024 Added 9.95%
$105B
$11.4 Million 0.18% of portfolio
66,048
Q4 2024 Reduced 6.61%
$0
$2.62 Million 0.04% of portfolio
130,315
Q2 2024 Added 17.31%
$0
$2.59 Million 0.04% of portfolio
146,050
Q4 2024 Added 0.72%
$0
$2.48 Million 0.04% of portfolio
254,634
Q4 2024 Added 15.33%
$100B
$2.18 Million 0.03% of portfolio
14,735
Q4 2024 Reduced 35.27%
$21B
$1.55 Million 0.02% of portfolio
13,725
Q4 2024 Added 37.06%
$33.2B
$1.54 Million 0.02% of portfolio
15,724
Q4 2024 Reduced 0.37%
$52.6B
$1.15 Million 0.02% of portfolio
2,163
Q4 2024 Reduced 42.17%
$1.11B
$1.15 Million 0.02% of portfolio
101,959
Q4 2024 Added 32.73%
$15.9B
$913,000 0.01% of portfolio
18,092
Q4 2024 Reduced 1.7%
$67.5B
$663,000 0.01% of portfolio
8,630
Q4 2024 Reduced 2.22%
$0
$659,000 0.01% of portfolio
51,896
Q4 2024 Reduced 0.7%
$169M
$587,000 0.01% of portfolio
69,168
Q3 2024 New
$0
$430,000 0.01% of portfolio
20,487
Q4 2024 Added 0.4%
$0
$429,000 0.01% of portfolio
18,081
Q2 2024 Added 23,690.79%
$0
$369,000 0.01% of portfolio
43,000
Q3 2024 Reduced 0.46%
$164M
$241,000 0.0% of portfolio
13,136
Q4 2024 Reduced 40.77%
$20.6B
$240,000 0.0% of portfolio
2,349
Q4 2024 Added 0.86%
$25.4B
$221,000 0.0% of portfolio
1,252
Q4 2024 Added 17,785.71%
$20.9B
$209,000 0.0% of portfolio
7,000
Q4 2024 Reduced 12.5%
$2.58B
$197,000 0.0% of portfolio
12,997
Q4 2024 Added 323.36%
$0
$192,000 0.0% of portfolio
13,392
Q4 2024 New
$0
$192,000 0.0% of portfolio
15,665
Q4 2024 Added 0.89%
$0
$188,000 0.0% of portfolio
12,591
Q4 2024 New
$2.45B
$157,000 0.0% of portfolio
7,850
Q4 2024 New
$0
$156,000 0.0% of portfolio
14,972
Q4 2024 Added 16.53%
$0
$156,000 0.0% of portfolio
15,981
Q4 2024 Added 30.28%
$617M
$148,000 0.0% of portfolio
12,998
Q4 2024 New
$0
$135,000 0.0% of portfolio
34,375
Q2 2024 New
$86B
$132,000 0.0% of portfolio
802
Q4 2024 Added 20.42%
$0
$131,000 0.0% of portfolio
15,612
Q4 2024 New
$0
$126,000 0.0% of portfolio
16,125
Q4 2024 Added 2.73%
$0
$123,000 0.0% of portfolio
10,313
Q4 2024 Added 2.54%
$0
$116,000 0.0% of portfolio
10,000
Q4 2024 Reduced 34.94%
$0
$116,000 0.0% of portfolio
16,873
Q4 2024 Added 43.56%
$0
$115,000 0.0% of portfolio
20,000
Q2 2024 New
$0
$110,000 0.0% of portfolio
38,331
Q4 2024 Added 52.58%
$0
$110,000 0.0% of portfolio
13,581
Q4 2024 New
$0
$110,000 0.0% of portfolio
19,371
Q4 2024 New
$0
$109,000 0.0% of portfolio
51,049
Q4 2024 Added 40.93%
$0
$109,000 0.0% of portfolio
10,000
Q2 2024 New
$0
$108,000 0.0% of portfolio
11,111
Q4 2024 New
$5.45B
$105,000 0.0% of portfolio
3,276
Q4 2024 Added 0.12%
$0
$103,000 0.0% of portfolio
20,000
Q2 2024 New
$0
$103,000 0.0% of portfolio
10,000
Q2 2024 New
$0
$88,000 0.0% of portfolio
7,604
Q4 2024 Added 1.98%
$0
$79,000 0.0% of portfolio
2,500
Q4 2021 New
$3.84B
$58,000 0.0% of portfolio
632
Q3 2024 Reduced 15.51%
Filter Shares Options
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