Clearstead Advisors, LLC Banks—Regional

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.1B
$13.1 Million 0.21% of portfolio
816,967
Q1 2025 Reduced 0.7%
$30B
$5.73 Million 0.09% of portfolio
146,279
Q1 2025 Reduced 3.64%
$2.58B
$5.51 Million 0.09% of portfolio
161,099
Q1 2025 Added 0.8%
$79.7B
$4.41 Million 0.07% of portfolio
25,092
Q1 2025 Added 7.33%
$60.6B
$3.71 Million 0.06% of portfolio
90,091
Q1 2025 Reduced 0.89%
$3.68B
$2.95 Million 0.05% of portfolio
237,963
Q1 2025 Reduced 2.31%
$24.6B
$2.91 Million 0.05% of portfolio
193,635
Q1 2025 Reduced 7.46%
$32.3B
$1.92 Million 0.03% of portfolio
1,033
Q1 2025 Reduced 1.15%
$116B
$838,000 0.01% of portfolio
26,613
Q1 2025 Reduced 1.13%
$3.28B
$747,000 0.01% of portfolio
41,343
Q1 2025 Reduced 19.83%
$5.6B
$721,000 0.01% of portfolio
53,637
Q1 2025 Added 0.84%
$2.49B
$698,000 0.01% of portfolio
22,420
Q4 2024 Reduced 6.31%
$2.2B
$662,000 0.01% of portfolio
19,522
Q2 2024 New
$4.51B
$501,000 0.01% of portfolio
6,070
Q2 2024 Added 8,571.43%
$8.52B
$448,000 0.01% of portfolio
8,990
Q1 2025 Added 10.71%
$69.9B
$382,000 0.01% of portfolio
9,050
Q1 2025 Reduced 1.84%
$8.36B
$336,000 0.01% of portfolio
5,697
Q4 2024 Reduced 1.13%
$23.1B
$314,000 0.0% of portfolio
14,452
Q1 2025 Added 1.05%
$7.47B
$286,000 0.0% of portfolio
3,089
Q1 2025 Added 2.42%
$489M
$263,000 0.0% of portfolio
20,155
Q1 2025 Added 7.46%
$8.82B
$259,000 0.0% of portfolio
2,073
Q1 2025 Reduced 5.26%
$2.37B
$256,000 0.0% of portfolio
7,444
Q1 2025 Added 14.05%
$274M
$246,000 0.0% of portfolio
25,266
Q1 2025 Reduced 0.27%
$5.42B
$234,000 0.0% of portfolio
2,323
Q1 2025 New
$3.11B
$224,000 0.0% of portfolio
7,670
Q2 2024 New
$2.18B
$223,000 0.0% of portfolio
4,163
Q2 2024 New
$2.47B
$220,000 0.0% of portfolio
5,448
Q1 2025 Reduced 11.1%
$5.11B
$201,000 0.0% of portfolio
5,823
Q1 2025 Reduced 3.77%
$23.7B
$139,000 0.0% of portfolio
3,397
Q1 2025 Added 56.98%
$6.8B
$78,000 0.0% of portfolio
1,093
Q1 2025 Added 32.16%
$3.14B
$70,000 0.0% of portfolio
1,239
Q1 2025 Reduced 3.13%
$357M
$62,000 0.0% of portfolio
2,600
Q3 2024 Reduced 21.21%
$1.6B
$48,000 0.0% of portfolio
3,135
Q2 2024 New
$7.95B
$34,000 0.0% of portfolio
735
Q1 2025 Added 906.85%
$1.98B
$29,000 0.0% of portfolio
950
Q1 2025 Added 294.19%
$8.07B
$29,000 0.0% of portfolio
262
Q1 2025 Reduced 7.42%
$1.72B
$28,000 0.0% of portfolio
2,384
Q1 2025 Added 1.58%
$5.14B
$22,000 0.0% of portfolio
346
Q1 2025 Reduced 45.08%
$3.65B
$18,000 0.0% of portfolio
349
Q3 2024 Reduced 11.42%
$2.86B
$15,000 0.0% of portfolio
105
Q1 2020 New
$10.5B
$15,000 0.0% of portfolio
292
Q1 2025 Added 180.77%
$3.27B
$14,000 0.0% of portfolio
497
Q1 2025 Reduced 18.92%
$140B
$14,000 0.0% of portfolio
223
Q1 2025 Reduced 4.29%
$1.96B
$12,000 0.0% of portfolio
496
Q1 2025 Reduced 21.77%
$8.39B
$12,000 0.0% of portfolio
139
Q1 2025 Added 61.63%
$1.69B
$11,000 0.0% of portfolio
191
Q2 2024 New
$1.9B
$10,000 0.0% of portfolio
256
Q1 2025 Reduced 20.0%
$60.7B
$8,000 0.0% of portfolio
373
Q1 2025 Reduced 83.23%
$6.22B
$7,000 0.0% of portfolio
168
Q1 2025 Added 1.2%
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