Clearstead Advisors, LLC Portfolio Holdings

Clearstead Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.31 Billion distributed in 2038 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 $604M, Ishares Core S&P 500 ETF with a value of $256M, Ishares Russell 1000 Gr ETF with a value of $241M, Apple Inc. with a value of $233M, and Vanguard Mid Cap ETF with a value of $178M.

Examining the 13F form we can see an increase of $524M in the current position value, from $5.78B to 6.31B. Also it can be appreciated an additional of 125 stocks purchases and 1 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.