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
$177B
$23.5 Million 0.34% of portfolio
251,697
Q2 2025 Added 3.11%
$241B
$21.1 Million 0.3% of portfolio
77,320
Q2 2025 Added 6.04%
$176B
$19.9 Million 0.29% of portfolio
19,362
Q2 2025 Added 497.41%
$211B
$3.53 Million 0.05% of portfolio
4,488
Q2 2025 Added 9.54%
$342B
$1.41 Million 0.02% of portfolio
4,622
Q2 2025 Added 26.98%
$61.4B
$1.23 Million 0.02% of portfolio
5,514
Q2 2025 Added 74.05%
$96.6B
$886,000 0.01% of portfolio
2,877
Q2 2025 Added 546.52%
$22.1B
$877,000 0.01% of portfolio
10,601
Q2 2025 Added 10.15%
$178B
$849,000 0.01% of portfolio
7,365
Q2 2025 Reduced 17.74%
$3.69B
$838,000 0.01% of portfolio
2,075
Q1 2025 Added 1,283.33%
$24.1B
$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%
$4.61B
$324,000 0.0% of portfolio
20,562
Q2 2025 Added 651.81%
$44.6B
$321,000 0.0% of portfolio
1,341
Q2 2025 Added 64.74%
$1.68B
$306,000 0.0% of portfolio
28,599
Q2 2025 Reduced 0.66%
$44B
$298,000 0.0% of portfolio
853
Q2 2025 Added 42.88%
$21.6B
$213,000 0.0% of portfolio
383
Q2 2025 Added 13.65%
$33.4B
$170,000 0.0% of portfolio
93
Q2 2025 Added 29.17%
$13.9B
$130,000 0.0% of portfolio
1,670
Q2 2025 Added 39.17%
$38.1B
$116,000 0.0% of portfolio
866
Q2 2025 Added 22.84%
$8.22B
$113,000 0.0% of portfolio
651
Q2 2025 Added 70.87%
$24.7B
$113,000 0.0% of portfolio
192
Q2 2025 Reduced 20.33%
$11.3B
$95,000 0.0% of portfolio
233
Q2 2025 Added 174.12%
$4.21B
$94,000 0.0% of portfolio
1,744
Q2 2025 Added 173.78%
$13.3B
$88,000 0.0% of portfolio
1,604
Q2 2025 Added 1,183.2%
$12.8B
$86,000 0.0% of portfolio
439
Q2 2025 Added 14.32%
$14.8B
$84,000 0.0% of portfolio
1,574
Q2 2025 Reduced 6.48%
$133B
$78,000 0.0% of portfolio
225
Q2 2025 Added 18.42%
$8.53B
$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%
$3.52B
$58,000 0.0% of portfolio
1,292
Q2 2025 Reduced 24.75%
$5.72B
$56,000 0.0% of portfolio
247
Q2 2025 Added 128.7%
$10.8B
$51,000 0.0% of portfolio
165
Q1 2025 Reduced 1.79%
$5.71B
$50,000 0.0% of portfolio
1,800
Q1 2025 Reduced 12.07%
$9.85B
$42,000 0.0% of portfolio
232
Q2 2025 Added 179.52%
$17.9B
$34,000 0.0% of portfolio
148
Q2 2025 Added 214.89%
$1.33B
$29,000 0.0% of portfolio
1,065
Q2 2025 Added 161.67%
$1.83B
$28,000 0.0% of portfolio
942
Q2 2025 Added 373.37%
$1.14B
$28,000 0.0% of portfolio
1,294
Q2 2025 Added 48.56%
$4.33B
$24,000 0.0% of portfolio
550
Q2 2025 Reduced 47.62%
$2.33B
$23,000 0.0% of portfolio
463
Q2 2025 New
$1.48B
$21,000 0.0% of portfolio
1,531
Q2 2025 New
$7.08B
$21,000 0.0% of portfolio
257
Q2 2025 Reduced 62.37%
$18.2B
$20,000 0.0% of portfolio
4,000
Q1 2025 New
$2.6B
$18,000 0.0% of portfolio
162
Q1 2025 Added 1.25%
$955M
$18,000 0.0% of portfolio
1,900
Q2 2025 Added 26.67%
$1.77B
$17,000 0.0% of portfolio
3,069
Q2 2025 New
$9.44B
$16,000 0.0% of portfolio
100
Q2 2025 Reduced 3.85%
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