Clearstead Advisors, LLC Asset Management

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$120B
$10 Million 0.14% of portfolio
66,947
Q2 2025 Added 2.64%
$0
$8.44 Million 0.12% of portfolio
384,202
Q2 2025 Reduced 30.53%
$0
$3.28 Million 0.05% of portfolio
129,503
Q2 2025 Reduced 0.62%
$0
$2.54 Million 0.04% of portfolio
139,285
Q2 2025 Reduced 1.65%
$123B
$2.22 Million 0.03% of portfolio
16,654
Q2 2025 Reduced 3.19%
$53.9B
$2.1 Million 0.03% of portfolio
3,940
Q2 2025 Added 3.55%
$0
$2.07 Million 0.03% of portfolio
223,577
Q2 2025 Reduced 11.68%
$502M
$1.76 Million 0.03% of portfolio
171,909
Q2 2025 Reduced -0.0%
$40.8B
$1.62 Million 0.02% of portfolio
15,201
Q2 2025 Added 1.5%
$23.7B
$1.08 Million 0.02% of portfolio
11,192
Q2 2025 Added 10.99%
$22.5B
$883,000 0.01% of portfolio
17,193
Q2 2025 Reduced 1.33%
$32.4B
$672,000 0.01% of portfolio
3,882
Q2 2025 Added 43.19%
$0
$652,000 0.01% of portfolio
51,696
Q2 2025 Reduced 4.94%
$11.8B
$564,000 0.01% of portfolio
6,286
Q2 2025 Added 2.26%
$0
$541,000 0.01% of portfolio
18,005
Q2 2025 Reduced 0.42%
$0
$428,000 0.01% of portfolio
18,000
Q2 2024 New
$0
$373,000 0.01% of portfolio
43,000
Q3 2024 Reduced 0.46%
$2.54B
$371,000 0.01% of portfolio
25,328
Q2 2025 Added 3.78%
$83.3B
$360,000 0.01% of portfolio
3,961
Q2 2025 Reduced 8.71%
$160M
$360,000 0.01% of portfolio
22,712
Q2 2025 Added 72.9%
$26.2B
$313,000 0.0% of portfolio
2,473
Q2 2025 Added 8.32%
$0
$308,000 0.0% of portfolio
25,849
Q2 2025 Added 0.44%
$0
$268,000 0.0% of portfolio
67,568
Q2 2025 Added 96.56%
$0
$240,000 0.0% of portfolio
15,525
Q2 2025 Added 23.3%
$0
$225,000 0.0% of portfolio
20,000
Q1 2025 Added 100.0%
$0
$193,000 0.0% of portfolio
20,000
Q1 2025 Added 100.0%
$0
$178,000 0.0% of portfolio
18,309
Q2 2025 Added 41.25%
$85.2B
$176,000 0.0% of portfolio
1,245
Q2 2025 Added 72.92%
$0
$150,000 0.0% of portfolio
20,000
Q2 2024 New
$0
$145,000 0.0% of portfolio
13,366
Q2 2025 Added 1.34%
$0
$140,000 0.0% of portfolio
19,948
Q2 2025 Added 57.68%
$0
$135,000 0.0% of portfolio
16,917
Q2 2025 Added 3.18%
$0
$132,000 0.0% of portfolio
30,927
Q2 2025 New
$0
$131,000 0.0% of portfolio
12,770
Q2 2025 New
$0
$130,000 0.0% of portfolio
22,129
Q2 2025 New
$0
$130,000 0.0% of portfolio
11,861
Q2 2025 New
$0
$130,000 0.0% of portfolio
24,290
Q2 2025 Added 64.85%
$0
$118,000 0.0% of portfolio
20,000
Q2 2024 New
$0
$114,000 0.0% of portfolio
10,922
Q2 2025 Added 3.02%
$0
$95,000 0.0% of portfolio
7,914
Q2 2025 Added 2.02%
$0
$90,000 0.0% of portfolio
10,000
Q2 2025 New
$3.57B
$82,000 0.0% of portfolio
1,097
Q2 2025 Added 456.85%
$0
$79,000 0.0% of portfolio
2,500
Q4 2021 New
$0
$71,000 0.0% of portfolio
6,546
Q1 2025 Added 64.47%
$0
$62,000 0.0% of portfolio
6,288
Q2 2025 Added 0.16%
$19.1B
$60,000 0.0% of portfolio
767
Q2 2025 Added 17.1%
$0
$59,000 0.0% of portfolio
1,354
Q2 2025 Added 2.73%
$0
$45,000 0.0% of portfolio
2,000
Q2 2025 New
$0
$41,000 0.0% of portfolio
2,487
Q2 2025 Added 67.25%
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