Clearstead Advisors, LLC Portfolio Holdings

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

Clearstead Advisors, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.4 Billion distributed in 3094 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $293M, Ishares Russell 1000 Gr ETF with a value of $259M, Apple Inc. with a value of $245M, Vanguard Mid Cap ETF with a value of $205M, and Microsoft Corp with a value of $162M.

Examining the 13F form we can see an increase of $456M in the current position value, from $6.94B to 7.4B.

Clearstead Advisors, LLC is based out at Cleveland, OH

Below you can find more details about Clearstead Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.4 Billion
ETFs: $4.43 Billion
Technology: $908 Million
Financial Services: $508 Million
Industrials: $375 Million
Consumer Cyclical: $270 Million
Healthcare: $250 Million
Communication Services: $227 Million
Consumer Defensive: $216 Million
Other: $206 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$420,000 0.01% of portfolio
8,526
Q3 2025 Reduced 54.62%
$32.6B
$394,000 0.01% of portfolio
2,258
Q3 2025 Reduced 1.53%
$8.32B
$568,000 0.01% of portfolio
25,827
Q3 2025 Added 25.61%
$32.3B
$438,000 0.01% of portfolio
2,220
Q3 2025 Added 0.41%
$46.7B
$452,000 0.01% of portfolio
797
Q3 2025 Reduced 7.75%
$18.7B
$610,000 0.01% of portfolio
1,188
Q3 2025 Added 260.0%
$106B
$871,000 0.01% of portfolio
373
Q3 2025 Added 46.27%
$8.38B
$499,000 0.01% of portfolio
2,610
Q3 2025 Added 790.78%
$5.95M
$378,000 0.01% of portfolio
425,600
Q3 2025 Added 0.0%
$2.16B
$391,000 0.01% of portfolio
24,879
Q3 2025 Reduced 10.36%
$24B
$958,000 0.01% of portfolio
8,090
Q3 2025 Added 0.99%
$33B
$666,000 0.01% of portfolio
44,172
Q3 2025 Added 417.18%
$624M
$926,000 0.01% of portfolio
60,007
Q3 2025 Reduced 58.28%
$77.9B
$891,000 0.01% of portfolio
13,289
Q3 2025 Reduced 89.97%
$117B
$1.06 Million 0.01% of portfolio
9,262
Q3 2025 Reduced 0.49%
$72.3B
$497,000 0.01% of portfolio
885
Q3 2025 Added 101.59%
$1.95B
$720,000 0.01% of portfolio
19,522
Q2 2024 New
$12.9B
$421,000 0.01% of portfolio
4,205
Q3 2025 Added 21.46%
$0
$459,000 0.01% of portfolio
4,870
Q3 2025 Reduced 3.28%
$0
$588,000 0.01% of portfolio
2,506
Q3 2025 Added 0.04%
$0
$428,000 0.01% of portfolio
5,315
Q3 2025 Added 8.6%
$0
$448,000 0.01% of portfolio
7,835
Q3 2025 Reduced 19.72%
$0
$1.01 Million 0.01% of portfolio
12,951
Q3 2025 Added 4.23%
$21.7B
$824,000 0.01% of portfolio
9,286
Q3 2025 Reduced 12.4%
$0
$497,000 0.01% of portfolio
12,260
Q3 2025 Added 7.09%
$0
$864,000 0.01% of portfolio
17,933
Q3 2025 Added 6.17%
$0
$1.06 Million 0.01% of portfolio
22,844
Q3 2025 Added 7.55%
$130B
$588,000 0.01% of portfolio
12,469
Q3 2025 Reduced 34.09%
$0
$455,000 0.01% of portfolio
3,276
Q3 2025 Reduced 23.99%
$0
$619,000 0.01% of portfolio
2,585
Q3 2025 Added 1.57%
$0
$715,000 0.01% of portfolio
4,637
Q3 2025 Added 23.26%
$0
$390,000 0.01% of portfolio
4,476
Q3 2025 Reduced 26.15%
$3.93B
$494,000 0.01% of portfolio
6,140
Q2 2025 Added 1.15%
$189B
$1.08 Million 0.01% of portfolio
7,291
Q3 2025 Reduced 1.0%
$0
$411,000 0.01% of portfolio
18,000
Q2 2024 New
$0
$660,000 0.01% of portfolio
18,005
Q2 2025 Reduced 0.42%
$5.59B
$1.05 Million 0.01% of portfolio
54,054
Q3 2025 Added 5,393.29%
$19.6B
$609,000 0.01% of portfolio
12,431
Q3 2025 Added 39.24%
$0
$427,000 0.01% of portfolio
5,590
Q2 2025 Added 5.43%
$0
$410,000 0.01% of portfolio
3,263
Q3 2025 Added 12.52%
$0
$984,000 0.01% of portfolio
7,504
Q3 2025 Added 0.05%
$0
$617,000 0.01% of portfolio
3,014
Q3 2025 Reduced 12.13%
$0
$474,000 0.01% of portfolio
5,646
Q3 2025 Added 136.63%
$26.4B
$769,000 0.01% of portfolio
2,751
Q3 2025 Added 35.78%
$32.7B
$672,000 0.01% of portfolio
7,757
Q3 2025 Added 155.08%
$35.5B
$733,000 0.01% of portfolio
6,403
Q3 2025 Reduced 1.07%
$43.1B
$474,000 0.01% of portfolio
2,698
Q3 2025 Reduced 0.77%
$89.1B
$1.08 Million 0.01% of portfolio
6,067
Q3 2025 Added 40.67%
$0
$1.08 Million 0.01% of portfolio
24,438
Q2 2025 Added 256.34%

Summary

  • Portfolio
  • No. of Stocks 3,094
  • Current Value $7.4 Billion
  • Prior Value $6.94 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 559 stocks
  • Additional Purchases 1,164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 863 stocks
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