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
$71.9B
$3.26 Million 0.04% of portfolio
2,471
Q3 2025 Reduced 33.9%
$400B
$2.76 Million 0.04% of portfolio
17,047
Q3 2025 Added 22.13%
$57.1B
$3.21 Million 0.04% of portfolio
14,956
Q3 2025 Reduced 4.32%
$83.2B
$3.24 Million 0.04% of portfolio
15,224
Q3 2025 Added 1.66%
$0
$3.33 Million 0.04% of portfolio
74,430
Q3 2025 Added 0.1%
$420M
$2.63 Million 0.04% of portfolio
241,909
Q3 2025 Added 40.72%
$3.83B
$2.89 Million 0.04% of portfolio
219,596
Q3 2025 Added 0.18%
$41.7B
$3.05 Million 0.04% of portfolio
33,977
Q3 2025 Reduced 9.87%
$0
$2.85 Million 0.04% of portfolio
3,814
Q3 2025 Reduced 2.18%
$82.7B
$1.97 Million 0.03% of portfolio
6,842
Q3 2025 Reduced 6.21%
$870M
$1.95 Million 0.03% of portfolio
49,790
Q3 2025 Reduced 7.53%
$47.2B
$2.18 Million 0.03% of portfolio
2,283
Q3 2025 Added 8.05%
$66.5B
$2.38 Million 0.03% of portfolio
32,761
Q3 2025 Added 8.96%
$0
$2.22 Million 0.03% of portfolio
19,328
Q3 2025 Added 53.28%
$0
$2 Million 0.03% of portfolio
12,174
Q4 2024 Reduced 0.29%
$0
$2.13 Million 0.03% of portfolio
19,321
Q3 2025 Reduced 37.98%
$28.3B
$2.05 Million 0.03% of portfolio
24,984
Q3 2025 Added 0.82%
$35.3B
$2.32 Million 0.03% of portfolio
18,681
Q3 2025 Reduced 5.41%
$37.6B
$2.46 Million 0.03% of portfolio
3,904
Q3 2025 Reduced 49.17%
$78.1B
$2.43 Million 0.03% of portfolio
38,838
Q3 2025 Added 13.4%
$23.1B
$2.07 Million 0.03% of portfolio
19,740
Q3 2025 Reduced 0.67%
$47.5B
$1.97 Million 0.03% of portfolio
3,955
Q3 2025 Reduced 41.86%
$204B
$2.38 Million 0.03% of portfolio
16,135
Q3 2025 Added 2.33%
$0
$2.23 Million 0.03% of portfolio
214,832
Q3 2025 Reduced 3.91%
$0
$2.41 Million 0.03% of portfolio
82,659
Q3 2025 Reduced 1.22%
$0
$2.11 Million 0.03% of portfolio
75,482
Q3 2025 Reduced 2.78%
$99.2B
$2.25 Million 0.03% of portfolio
26,584
Q3 2025 Added 10.55%
$38B
$2.1 Million 0.03% of portfolio
25,472
Q3 2025 Added 0.82%
$1.46T
$2.38 Million 0.03% of portfolio
8,519
Q3 2025 Reduced 25.48%
$6.24B
$2.41 Million 0.03% of portfolio
42,368
Q3 2025 Reduced 35.16%
$58.4B
$1.88 Million 0.03% of portfolio
1,970
Q3 2025 Added 1.55%
$0
$2 Million 0.03% of portfolio
25,042
Q3 2025 Reduced 1.22%
$12.4B
$2.11 Million 0.03% of portfolio
10,786
Q3 2025 Reduced 1.21%
$11.4B
$2.16 Million 0.03% of portfolio
6,269
Q3 2025 Added 0.5%
$80.5B
$2.36 Million 0.03% of portfolio
19,068
Q3 2025 Reduced 11.2%
$75.7B
$2.51 Million 0.03% of portfolio
7,753
Q3 2025 Reduced 2.24%
$123B
$2.5 Million 0.03% of portfolio
79,711
Q3 2025 Added 5.36%
$114B
$2.07 Million 0.03% of portfolio
21,832
Q3 2025 Reduced 10.43%
$115B
$2.36 Million 0.03% of portfolio
7,166
Q3 2025 Reduced 0.6%
$0
$2.5 Million 0.03% of portfolio
36,531
Q3 2025 Added 2.19%
$50.7B
$2.49 Million 0.03% of portfolio
40,658
Q3 2025 Added 0.02%
$69.6B
$1.93 Million 0.03% of portfolio
8,166
Q3 2025 Added 26.15%
$200B
$2.42 Million 0.03% of portfolio
5,422
Q3 2025 Added 6.46%
$0
$2.3 Million 0.03% of portfolio
99,632
Q3 2025 Added 24.18%
$0
$2.18 Million 0.03% of portfolio
89,422
Q3 2025 Reduced 0.14%
$0
$1.93 Million 0.03% of portfolio
33,492
Q3 2025 Reduced 0.32%
$104B
$2.19 Million 0.03% of portfolio
16,819
Q3 2025 Added 0.99%
$9.01B
$2.06 Million 0.03% of portfolio
4,852
Q3 2025 Added 0.02%
$97B
$2.55 Million 0.03% of portfolio
13,208
Q3 2025 Added 24.73%

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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