Clearstead Advisors, LLC Software—Application

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$191B
$23.5 Million 0.34% of portfolio
251,697
Q2 2025 Added 3.11%
$240B
$21.1 Million 0.3% of portfolio
77,320
Q2 2025 Added 6.04%
$184B
$19.9 Million 0.29% of portfolio
19,362
Q2 2025 Added 497.41%
$192B
$3.53 Million 0.05% of portfolio
4,488
Q2 2025 Added 9.54%
$316B
$1.41 Million 0.02% of portfolio
4,622
Q2 2025 Added 26.98%
$75.2B
$1.23 Million 0.02% of portfolio
5,514
Q2 2025 Added 74.05%
$95.3B
$886,000 0.01% of portfolio
2,877
Q2 2025 Added 546.52%
$22.4B
$877,000 0.01% of portfolio
10,601
Q2 2025 Added 10.15%
$192B
$849,000 0.01% of portfolio
7,365
Q2 2025 Reduced 17.74%
$3.28B
$838,000 0.01% of portfolio
2,075
Q1 2025 Added 1,283.33%
$22.9B
$642,000 0.01% of portfolio
8,928
Q1 2025 Reduced 33.73%
$53.1B
$546,000 0.01% of portfolio
2,225
Q2 2025 Reduced 55.53%
$7.57B
$324,000 0.0% of portfolio
20,562
Q2 2025 Added 651.81%
$47.5B
$321,000 0.0% of portfolio
1,341
Q2 2025 Added 64.74%
$2.8B
$306,000 0.0% of portfolio
28,599
Q2 2025 Reduced 0.66%
$53.9B
$298,000 0.0% of portfolio
853
Q2 2025 Added 42.88%
$21.7B
$213,000 0.0% of portfolio
383
Q2 2025 Added 13.65%
$46.7B
$170,000 0.0% of portfolio
93
Q2 2025 Added 29.17%
$14B
$130,000 0.0% of portfolio
1,670
Q2 2025 Added 39.17%
$44.2B
$116,000 0.0% of portfolio
866
Q2 2025 Added 22.84%
$8.08B
$113,000 0.0% of portfolio
651
Q2 2025 Added 70.87%
$20.9B
$113,000 0.0% of portfolio
192
Q2 2025 Reduced 20.33%
$9.88B
$95,000 0.0% of portfolio
233
Q2 2025 Added 174.12%
$4.56B
$94,000 0.0% of portfolio
1,744
Q2 2025 Added 173.78%
$14.2B
$88,000 0.0% of portfolio
1,604
Q2 2025 Added 1,183.2%
$12.6B
$86,000 0.0% of portfolio
439
Q2 2025 Added 14.32%
$15.2B
$84,000 0.0% of portfolio
1,574
Q2 2025 Reduced 6.48%
$199B
$78,000 0.0% of portfolio
225
Q2 2025 Added 18.42%
$9.94B
$66,000 0.0% of portfolio
973
Q2 2025 Added 45.44%
$4.09B
$65,000 0.0% of portfolio
6,477
Q2 2025 Added 114.61%
$32.6B
$62,000 0.0% of portfolio
179
Q2 2025 Added 171.21%
$4.08B
$58,000 0.0% of portfolio
1,292
Q2 2025 Reduced 24.75%
$5.04B
$56,000 0.0% of portfolio
247
Q2 2025 Added 128.7%
$8.03B
$51,000 0.0% of portfolio
165
Q1 2025 Reduced 1.79%
$5.46B
$50,000 0.0% of portfolio
1,800
Q1 2025 Reduced 12.07%
$8.67B
$42,000 0.0% of portfolio
232
Q2 2025 Added 179.52%
$19.3B
$34,000 0.0% of portfolio
148
Q2 2025 Added 214.89%
$1.49B
$29,000 0.0% of portfolio
1,065
Q2 2025 Added 161.67%
$2.24B
$28,000 0.0% of portfolio
942
Q2 2025 Added 373.37%
$1.01B
$28,000 0.0% of portfolio
1,294
Q2 2025 Added 48.56%
$4.77B
$24,000 0.0% of portfolio
550
Q2 2025 Reduced 47.62%
$2.48B
$23,000 0.0% of portfolio
463
Q2 2025 New
$1.63B
$21,000 0.0% of portfolio
1,531
Q2 2025 New
$8.14B
$21,000 0.0% of portfolio
257
Q2 2025 Reduced 62.37%
$22.9B
$20,000 0.0% of portfolio
4,000
Q1 2025 New
$2.63B
$18,000 0.0% of portfolio
162
Q1 2025 Added 1.25%
$1.28B
$18,000 0.0% of portfolio
1,900
Q2 2025 Added 26.67%
$1.52B
$17,000 0.0% of portfolio
3,069
Q2 2025 New
$8.78B
$16,000 0.0% of portfolio
100
Q2 2025 Reduced 3.85%
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