Clearstead Advisors, LLC Asset Management

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.3 Million 0.19% of portfolio
553,026
Q1 2025 Reduced 5.25%
$97.6B
$9.12 Million 0.14% of portfolio
65,225
Q1 2025 Reduced 1.25%
$0
$3.14 Million 0.05% of portfolio
130,315
Q2 2024 Added 17.31%
$0
$2.29 Million 0.04% of portfolio
141,618
Q1 2025 Reduced 3.03%
$0
$2.13 Million 0.03% of portfolio
253,141
Q1 2025 Reduced 0.59%
$358M
$2.02 Million 0.03% of portfolio
171,910
Q1 2025 New
$105B
$1.99 Million 0.03% of portfolio
17,203
Q1 2025 Added 16.75%
$54.5B
$1.84 Million 0.03% of portfolio
3,805
Q1 2025 Added 75.91%
$36.6B
$1.34 Million 0.02% of portfolio
14,977
Q1 2025 Reduced 4.75%
$1.05B
$1.09 Million 0.02% of portfolio
98,674
Q1 2025 Reduced 3.22%
$21B
$926,000 0.01% of portfolio
10,084
Q1 2025 Reduced 26.53%
$16.9B
$759,000 0.01% of portfolio
17,424
Q1 2025 Reduced 3.69%
$0
$656,000 0.01% of portfolio
54,384
Q1 2025 Added 4.79%
$139M
$539,000 0.01% of portfolio
69,168
Q3 2024 New
$0
$513,000 0.01% of portfolio
18,081
Q2 2024 Added 23,690.79%
$11.2B
$477,000 0.01% of portfolio
6,147
Q1 2025 Added 5,153.85%
$0
$402,000 0.01% of portfolio
18,000
Q2 2024 New
$28.5B
$397,000 0.01% of portfolio
2,711
Q1 2025 Added 116.53%
$0
$377,000 0.01% of portfolio
43,000
Q3 2024 Reduced 0.46%
$2.5B
$369,000 0.01% of portfolio
24,406
Q1 2025 Added 87.78%
$74.1B
$363,000 0.01% of portfolio
4,339
Q1 2025 Reduced 49.72%
$0
$318,000 0.01% of portfolio
25,735
Q1 2025 Added 64.28%
$2.29B
$317,000 0.01% of portfolio
16,519
Q1 2025 Added 110.43%
$526M
$295,000 0.0% of portfolio
28,565
Q1 2025 Added 119.76%
$0
$230,000 0.0% of portfolio
20,000
Q1 2025 Added 100.0%
$23.3B
$225,000 0.0% of portfolio
2,283
Q1 2025 Reduced 2.81%
$146M
$214,000 0.0% of portfolio
13,136
Q4 2024 Reduced 40.77%
$0
$199,000 0.0% of portfolio
20,000
Q1 2025 Added 100.0%
$0
$179,000 0.0% of portfolio
12,591
Q4 2024 New
$0
$141,000 0.0% of portfolio
13,189
Q1 2025 Reduced 11.91%
$0
$136,000 0.0% of portfolio
34,375
Q2 2024 New
$0
$130,000 0.0% of portfolio
20,000
Q2 2024 New
$0
$130,000 0.0% of portfolio
16,395
Q1 2025 Added 1.67%
$0
$124,000 0.0% of portfolio
12,962
Q1 2025 Reduced 18.89%
$0
$111,000 0.0% of portfolio
10,000
Q2 2024 New
$0
$101,000 0.0% of portfolio
10,602
Q1 2025 Added 2.8%
$0
$99,000 0.0% of portfolio
20,000
Q2 2024 New
$80.7B
$98,000 0.0% of portfolio
720
Q1 2025 Reduced 10.22%
$0
$93,000 0.0% of portfolio
7,757
Q1 2025 Added 2.01%
$0
$86,000 0.0% of portfolio
12,651
Q1 2025 Reduced 25.02%
$0
$79,000 0.0% of portfolio
14,735
Q1 2025 Reduced 23.93%
$0
$78,000 0.0% of portfolio
37,013
Q1 2025 Reduced 27.5%
$0
$78,000 0.0% of portfolio
27,186
Q1 2025 Reduced 29.08%
$0
$76,000 0.0% of portfolio
2,500
Q4 2021 New
$0
$66,000 0.0% of portfolio
6,546
Q1 2025 Added 64.47%
$0
$60,000 0.0% of portfolio
6,278
Q1 2025 Added 0.16%
$0
$56,000 0.0% of portfolio
1,318
Q1 2025 Added 2.49%
$19.1B
$55,000 0.0% of portfolio
655
Q1 2025 Added 23.82%
$0
$53,000 0.0% of portfolio
3,537
Q4 2024 Added 8.13%
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