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
$154B
$14.2 Million 0.19% of portfolio
40,232
Q3 2025 Added 12.58%
$104B
$14.1 Million 0.19% of portfolio
213,590
Q3 2025 Added 0.58%
$458B
$14.3 Million 0.19% of portfolio
19
Q3 2025 Reduced 5.0%
$0
$14.1 Million 0.19% of portfolio
1,216,444
Q3 2025 Added 54.46%
$6.2B
$14 Million 0.19% of portfolio
129,510
Q3 2025 Added 0.12%
$56.6B
$14.4 Million 0.19% of portfolio
98,266
Q3 2025 Reduced 3.24%
$4.52B
$13.1 Million 0.18% of portfolio
156,318
Q3 2025 Added 118.43%
$226B
$13.3 Million 0.18% of portfolio
43,608
Q3 2025 Reduced 1.01%
$0
$13.6 Million 0.18% of portfolio
28,352
Q3 2025 Reduced 1.51%
$0
$13.6 Million 0.18% of portfolio
44,892
Q3 2025 Added 314.48%
$53.3B
$13 Million 0.18% of portfolio
54,909
Q3 2025 Reduced 37.53%
$308B
$12.2 Million 0.17% of portfolio
184,147
Q3 2025 Reduced 3.4%
$0
$12.5 Million 0.17% of portfolio
86,139
Q3 2025 Reduced 1.55%
$0
$12.8 Million 0.17% of portfolio
120,541
Q3 2025 Reduced 1.88%
$0
$12.3 Million 0.17% of portfolio
477,579
Q3 2025 Reduced 45.86%
$274B
$11.7 Million 0.16% of portfolio
41,542
Q3 2025 Reduced 1.14%
$105B
$11.6 Million 0.16% of portfolio
39,504
Q3 2025 Reduced 2.08%
$100B
$11.9 Million 0.16% of portfolio
69,573
Q3 2025 Added 3.92%
$0
$11.6 Million 0.16% of portfolio
486,368
Q3 2025 Reduced 3.55%
$333B
$11.1 Million 0.15% of portfolio
36,959
Q3 2025 Added 16.9%
$182B
$11.1 Million 0.15% of portfolio
394,823
Q3 2025 Reduced 7.69%
$14.4B
$11.5 Million 0.15% of portfolio
126,115
Q3 2025 Added 6.62%
$270B
$11.4 Million 0.15% of portfolio
14,375
Q3 2025 Reduced 1.69%
$0
$11.2 Million 0.15% of portfolio
257,830
Q3 2025 Reduced 1.2%
$0
$11.3 Million 0.15% of portfolio
121,052
Q3 2025 Added 9.44%
$0
$11.3 Million 0.15% of portfolio
439,771
Q3 2025 Reduced 0.74%
$13.1B
$10.7 Million 0.14% of portfolio
45,272
Q3 2025 Reduced 0.58%
$141B
$10.3 Million 0.14% of portfolio
40,869
Q3 2025 Reduced 8.0%
$0
$10.5 Million 0.14% of portfolio
353,683
Q3 2025 Reduced 0.57%
$180B
$10.1 Million 0.14% of portfolio
35,799
Q3 2025 Added 0.36%
$0
$10.3 Million 0.14% of portfolio
191,756
Q3 2025 Added 12.71%
$0
$10.1 Million 0.14% of portfolio
192,766
Q3 2025 Added 47.74%
$0
$9.45 Million 0.13% of portfolio
127,117
Q3 2025 Reduced 0.76%
$0
$9.44 Million 0.13% of portfolio
45,110
Q3 2025 Added 0.63%
$0
$9.64 Million 0.13% of portfolio
101,314
Q3 2025 Reduced 9.89%
$235B
$9.52 Million 0.13% of portfolio
113,398
Q3 2025 Reduced 2.72%
$0
$8.63 Million 0.12% of portfolio
62,415
Q3 2025 Reduced 4.92%
$268B
$9.01 Million 0.12% of portfolio
53,843
Q3 2025 Added 12.38%
$323B
$8.53 Million 0.12% of portfolio
101,728
Q3 2025 Added 4.7%
$9.74B
$8.56 Million 0.12% of portfolio
488,777
Q3 2025 Reduced 0.19%
$194B
$8.98 Million 0.12% of portfolio
43,841
Q3 2025 Added 0.47%
$0
$8.61 Million 0.12% of portfolio
421,884
Q3 2025 Added 9.81%
$0
$8.68 Million 0.12% of portfolio
86,191
Q3 2025 Added 1.98%
$144B
$8.28 Million 0.11% of portfolio
18,110
Q3 2025 Reduced 11.07%
$195B
$7.85 Million 0.11% of portfolio
47,180
Q3 2025 Added 4.95%
$0
$8.46 Million 0.11% of portfolio
309,802
Q3 2025 Added 7.62%
$86.1B
$8.31 Million 0.11% of portfolio
24,003
Q3 2025 Reduced 22.87%
$0
$7.86 Million 0.11% of portfolio
78,332
Q3 2025 Reduced 6.32%
$0
$7.12 Million 0.1% of portfolio
85,848
Q3 2025 Added 2.08%

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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