Clearstead Advisors, LLC Banks—Regional

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.7B
$20 Million 0.29% of portfolio
1,146,279
Q2 2025 Added 40.31%
$29B
$6.04 Million 0.09% of portfolio
146,816
Q2 2025 Added 0.37%
$2.57B
$5.51 Million 0.08% of portfolio
161,250
Q2 2025 Added 0.09%
$77.3B
$4.99 Million 0.07% of portfolio
26,771
Q2 2025 Added 6.69%
$58.4B
$4.13 Million 0.06% of portfolio
96,069
Q2 2025 Added 6.64%
$23.8B
$3.43 Million 0.05% of portfolio
204,402
Q2 2025 Added 5.56%
$3.65B
$2.84 Million 0.04% of portfolio
219,212
Q2 2025 Reduced 7.88%
$28.2B
$2.02 Million 0.03% of portfolio
1,033
Q1 2025 Reduced 1.15%
$2.5B
$1.01 Million 0.01% of portfolio
32,361
Q2 2025 Added 44.34%
$113B
$895,000 0.01% of portfolio
26,613
Q1 2025 Reduced 1.13%
$5.44B
$821,000 0.01% of portfolio
56,370
Q2 2025 Added 5.1%
$3.09B
$745,000 0.01% of portfolio
41,313
Q2 2025 Reduced 0.07%
$2.08B
$701,000 0.01% of portfolio
19,522
Q2 2024 New
$1.82B
$673,000 0.01% of portfolio
21,287
Q2 2025 Added 2,140.74%
$23.7B
$572,000 0.01% of portfolio
24,320
Q2 2025 Added 68.28%
$68B
$492,000 0.01% of portfolio
10,879
Q2 2025 Added 20.21%
$7.95B
$446,000 0.01% of portfolio
8,588
Q2 2025 Reduced 4.47%
$33B
$428,000 0.01% of portfolio
2,211
Q2 2025 Added 14.68%
$8.91B
$351,000 0.01% of portfolio
5,899
Q2 2025 Added 3.55%
$7.19B
$295,000 0.0% of portfolio
3,213
Q2 2025 Added 4.01%
$8.01B
$287,000 0.0% of portfolio
2,240
Q2 2025 Added 8.06%
$283M
$286,000 0.0% of portfolio
26,448
Q2 2025 Added 4.68%
$5.53B
$283,000 0.0% of portfolio
2,697
Q2 2025 Added 16.1%
$485M
$278,000 0.0% of portfolio
20,231
Q2 2025 Added 0.38%
$4.98B
$248,000 0.0% of portfolio
6,821
Q2 2025 Added 17.14%
$2.35B
$243,000 0.0% of portfolio
6,665
Q2 2025 Reduced 10.46%
$2.12B
$239,000 0.0% of portfolio
4,340
Q2 2025 Added 4.25%
$3.11B
$224,000 0.0% of portfolio
7,670
Q2 2024 New
$2.3B
$217,000 0.0% of portfolio
5,688
Q2 2025 Added 4.41%
$23.9B
$125,000 0.0% of portfolio
2,814
Q2 2025 Reduced 17.16%
$6.13B
$102,000 0.0% of portfolio
1,455
Q2 2025 Added 33.12%
$8.5B
$98,000 0.0% of portfolio
892
Q2 2025 Added 541.73%
$11.8B
$76,000 0.0% of portfolio
3,625
Q2 2025 Added 1,601.88%
$7.74B
$71,000 0.0% of portfolio
578
Q2 2025 Added 120.61%
$351M
$65,000 0.0% of portfolio
2,600
Q3 2024 Reduced 21.21%
$3.16B
$63,000 0.0% of portfolio
1,124
Q2 2025 Reduced 9.28%
$1.57B
$61,000 0.0% of portfolio
3,800
Q2 2025 Added 21.21%
$5.17B
$58,000 0.0% of portfolio
1,011
Q2 2025 Added 14,342.86%
$7.33B
$53,000 0.0% of portfolio
856
Q2 2025 Added 3,790.91%
$5.84B
$51,000 0.0% of portfolio
1,087
Q2 2025 Added 547.02%
$5.28B
$45,000 0.0% of portfolio
602
Q2 2025 Added 73.99%
$3.43B
$33,000 0.0% of portfolio
616
Q2 2025 Added 76.5%
$3.14B
$31,000 0.0% of portfolio
1,098
Q2 2025 Added 120.93%
$1.33B
$31,000 0.0% of portfolio
367
Q2 2025 New
$1.53B
$30,000 0.0% of portfolio
2,421
Q2 2025 Added 1.55%
$1.99B
$28,000 0.0% of portfolio
1,203
Q2 2025 Added 142.54%
$6.28B
$23,000 0.0% of portfolio
1,106
Q2 2025 Added 9,954.55%
$906M
$22,000 0.0% of portfolio
1,629
Q2 2025 New
$730M
$22,000 0.0% of portfolio
252
Q2 2025 New
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