Clearstead Advisors, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.44 Billion distributed in 2095 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $632M, Ishares Core S&P 500 ETF with a value of $261M, Apple Inc. with a value of $250M, Ishares Russell 1000 Gr ETF with a value of $233M, and Vanguard Mid Cap ETF with a value of $182M.
Examining the 13F form we can see an increase of $131M in the current position value, from $6.31B to 6.44B.
Also it can be appreciated an additional of 188 stocks purchases and 3 closed positions.
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.
