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
$4.19 Million 0.06% of portfolio
89,915
Q3 2025 Added 13.05%
$0
$4.18 Million 0.06% of portfolio
56,650
Q3 2025 Added 2.38%
$127B
$4.2 Million 0.06% of portfolio
44,117
Q3 2025 Added 14.12%
$73.5B
$3.59 Million 0.05% of portfolio
101,157
Q3 2025 Reduced 2.34%
$26.4B
$3.39 Million 0.05% of portfolio
21,451
Q3 2025 Reduced 8.75%
$66.3B
$3.42 Million 0.05% of portfolio
42,811
Q3 2025 Added 0.04%
$74.4B
$3.5 Million 0.05% of portfolio
42,630
Q3 2025 Reduced 2.02%
$53.6B
$3.6 Million 0.05% of portfolio
11,610
Q3 2025 Added 1.89%
$22.8B
$3.64 Million 0.05% of portfolio
210,700
Q3 2025 Added 3.08%
$184B
$3.84 Million 0.05% of portfolio
5,626
Q3 2025 Added 25.36%
$0
$3.44 Million 0.05% of portfolio
35,881
Q3 2025 Reduced 2.57%
$0
$3.45 Million 0.05% of portfolio
32,347
Q3 2025 Added 1.8%
$0
$3.95 Million 0.05% of portfolio
60,730
Q3 2025 Added 15.69%
$27.9B
$3.53 Million 0.05% of portfolio
1,849
Q3 2025 Reduced 37.55%
$65.4B
$3.69 Million 0.05% of portfolio
8,070
Q3 2025 Reduced 1.3%
$79.5B
$3.8 Million 0.05% of portfolio
54,493
Q3 2025 Reduced 25.01%
$138B
$4.01 Million 0.05% of portfolio
16,959
Q3 2025 Reduced 15.92%
$0
$3.79 Million 0.05% of portfolio
51,599
Q3 2025 Reduced 2.16%
$0
$3.47 Million 0.05% of portfolio
11,808
Q3 2025 Reduced 10.74%
$58.2B
$3.39 Million 0.05% of portfolio
12,432
Q3 2025 Added 2.49%
$0
$3.56 Million 0.05% of portfolio
35,746
Q3 2025 Added 34.2%
$86B
$3.88 Million 0.05% of portfolio
20,177
Q3 2025 Reduced 43.0%
$100B
$3.93 Million 0.05% of portfolio
14,550
Q3 2025 Reduced 0.82%
$0
$3.53 Million 0.05% of portfolio
83,781
Q3 2025 Reduced 29.71%
$0
$3.48 Million 0.05% of portfolio
163,977
Q3 2025 Added 16.16%
$0
$3.84 Million 0.05% of portfolio
129,503
Q2 2025 Reduced 0.62%
$0
$3.96 Million 0.05% of portfolio
13,440
Q3 2025 Reduced 9.49%
$171B
$3.9 Million 0.05% of portfolio
88,647
Q3 2025 Added 0.66%
$72.4B
$3.64 Million 0.05% of portfolio
10,219
Q3 2025 Reduced 35.0%
$121B
$3.55 Million 0.05% of portfolio
12,595
Q3 2025 Reduced 3.94%
$105B
$2.75 Million 0.04% of portfolio
36,480
Q3 2025 Added 103.32%
$0
$2.67 Million 0.04% of portfolio
138,190
Q3 2025 Reduced 0.79%
$195B
$2.86 Million 0.04% of portfolio
28,213
Q3 2025 Reduced 40.33%
$67.1B
$2.95 Million 0.04% of portfolio
6,989
Q3 2025 Added 5.53%
$68.4B
$2.89 Million 0.04% of portfolio
92,335
Q3 2025 Added 27.58%
$96.8B
$2.97 Million 0.04% of portfolio
8,720
Q3 2025 Added 6.71%
$75.4B
$3.29 Million 0.04% of portfolio
12,608
Q3 2025 Reduced 3.19%
$0
$2.64 Million 0.04% of portfolio
23,662
Q3 2025 Reduced 2.93%
$0
$2.97 Million 0.04% of portfolio
16,778
Q3 2025 Reduced 0.07%
$0
$3.18 Million 0.04% of portfolio
9,949
Q3 2025 Added 1.28%
$0
$3.06 Million 0.04% of portfolio
50,070
Q3 2025 Reduced 1.55%
$0
$2.82 Million 0.04% of portfolio
53,098
Q3 2025 Added 47.47%
$90.3B
$2.61 Million 0.04% of portfolio
5,483
Q3 2025 Added 0.16%
$7.67B
$2.84 Million 0.04% of portfolio
3,427
Q3 2025 Added 3.19%
$71.4B
$2.62 Million 0.04% of portfolio
31,133
Q3 2025 Added 11.93%
$13.5B
$2.77 Million 0.04% of portfolio
12,202
Q3 2025 Reduced 4.18%
$0
$2.87 Million 0.04% of portfolio
108,999
Q3 2025 Reduced 2.35%
$0
$3.24 Million 0.04% of portfolio
150,212
Q3 2025 Added 1,456.76%
$0
$2.73 Million 0.04% of portfolio
101,308
Q3 2025 Added 34,125.68%

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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email