Clearstead Advisors, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $5.78 Billion distributed in 2026 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 $566M, Ishares Core S&P 500 ETF with a value of $238M, Ishares Russell 1000 Gr ETF with a value of $235M, Apple Inc. with a value of $186M, and Vanguard Mid Cap ETF with a value of $160M.
Examining the 13F form we can see an increase of $3.78B in the current position value, from $2.01B to 5.78B.
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.