Clearstead Advisors, LLC Asset Management

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.1B
$11.9 Million 0.16% of portfolio
69,573
Q3 2025 Added 3.92%
$0
$8.61 Million 0.12% of portfolio
421,884
Q3 2025 Added 9.81%
$0
$3.84 Million 0.05% of portfolio
129,503
Q2 2025 Reduced 0.62%
$0
$2.67 Million 0.04% of portfolio
138,190
Q3 2025 Reduced 0.79%
$398M
$2.63 Million 0.04% of portfolio
241,909
Q3 2025 Added 40.72%
$0
$2.23 Million 0.03% of portfolio
214,832
Q3 2025 Reduced 3.91%
$103B
$2.19 Million 0.03% of portfolio
16,819
Q3 2025 Added 0.99%
$47B
$1.81 Million 0.02% of portfolio
3,683
Q3 2025 Reduced 6.52%
$42.9B
$1.77 Million 0.02% of portfolio
15,255
Q3 2025 Added 0.36%
$23B
$1.12 Million 0.02% of portfolio
10,877
Q3 2025 Reduced 2.81%
$19.3B
$982,000 0.01% of portfolio
15,671
Q3 2025 Reduced 8.85%
$0
$687,000 0.01% of portfolio
52,702
Q3 2025 Added 1.95%
$0
$660,000 0.01% of portfolio
18,005
Q2 2025 Reduced 0.42%
$11B
$532,000 0.01% of portfolio
6,278
Q3 2025 Reduced 0.13%
$24.4B
$433,000 0.01% of portfolio
2,713
Q3 2025 Reduced 30.11%
$0
$411,000 0.01% of portfolio
18,000
Q2 2024 New
$137M
$355,000 0.0% of portfolio
22,712
Q2 2025 Added 72.9%
$26.6B
$348,000 0.0% of portfolio
2,586
Q3 2025 Added 4.57%
$0
$332,000 0.0% of portfolio
16,432
Q3 2025 Reduced 20.47%
$0
$319,000 0.0% of portfolio
25,967
Q3 2025 Added 0.46%
$0
$246,000 0.0% of portfolio
15,525
Q2 2025 Added 23.3%
$0
$233,000 0.0% of portfolio
20,000
Q1 2025 Added 100.0%
$89.3B
$198,000 0.0% of portfolio
1,823
Q3 2025 Reduced 53.98%
$0
$198,000 0.0% of portfolio
20,000
Q1 2025 Added 100.0%
$0
$198,000 0.0% of portfolio
51,699
Q3 2025 Reduced 23.49%
$0
$157,000 0.0% of portfolio
20,000
Q2 2024 New
$0
$149,000 0.0% of portfolio
13,542
Q3 2025 Added 1.32%
$0
$142,000 0.0% of portfolio
17,338
Q3 2025 Added 2.49%
$0
$139,000 0.0% of portfolio
19,948
Q2 2025 Added 57.68%
$0
$134,000 0.0% of portfolio
30,927
Q2 2025 New
$0
$132,000 0.0% of portfolio
11,861
Q2 2025 New
$78.4B
$132,000 0.0% of portfolio
994
Q3 2025 Reduced 20.16%
$0
$129,000 0.0% of portfolio
20,000
Q2 2024 New
$0
$129,000 0.0% of portfolio
12,770
Q2 2025 New
$0
$128,000 0.0% of portfolio
22,129
Q2 2025 New
$0
$121,000 0.0% of portfolio
11,224
Q3 2025 Added 2.77%
$0
$97,000 0.0% of portfolio
8,074
Q3 2025 Added 2.02%
$0
$87,000 0.0% of portfolio
10,000
Q2 2025 New
$0
$85,000 0.0% of portfolio
2,500
Q4 2021 New
$21.1B
$75,000 0.0% of portfolio
907
Q3 2025 Added 18.25%
$0
$66,000 0.0% of portfolio
12,573
Q3 2025 Reduced 48.24%
$0
$61,000 0.0% of portfolio
5,253
Q3 2025 Reduced 16.46%
$3.15B
$59,000 0.0% of portfolio
900
Q3 2025 Reduced 17.96%
$0
$59,000 0.0% of portfolio
1,388
Q3 2025 Added 2.51%
$2.37B
$54,000 0.0% of portfolio
3,992
Q3 2025 Reduced 84.24%
$10.7B
$54,000 0.0% of portfolio
2,388
Q3 2025 Added 62.01%
$7.17B
$50,000 0.0% of portfolio
1,144
Q3 2025 Added 170.45%
$0
$44,000 0.0% of portfolio
2,000
Q2 2025 New
$0
$40,000 0.0% of portfolio
3,000
Q1 2025 New
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