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
$1.47 Million 0.02% of portfolio
13,347
Q3 2025 Added 28.83%
$0
$1.59 Million 0.02% of portfolio
8,294
Q3 2025 Reduced 16.24%
$42B
$1.62 Million 0.02% of portfolio
5,424
Q3 2025 Added 51.21%
$56B
$1.79 Million 0.02% of portfolio
91,414
Q3 2025 Added 0.56%
$42.9B
$1.35 Million 0.02% of portfolio
8,909
Q3 2025 Reduced 20.32%
$2.39B
$1.32 Million 0.02% of portfolio
29,638
Q3 2025 Added 12.74%
$63.1B
$1.42 Million 0.02% of portfolio
12,654
Q3 2025 Added 14.14%
$49B
$1.81 Million 0.02% of portfolio
3,683
Q3 2025 Reduced 6.52%
$53.9B
$1.65 Million 0.02% of portfolio
8,803
Q3 2025 Added 8.49%
$17.5B
$1.54 Million 0.02% of portfolio
20,361
Q3 2025 Added 29.09%
$0
$1.25 Million 0.02% of portfolio
84,423
Q2 2025 Added 1.2%
$22.8B
$1.12 Million 0.02% of portfolio
13,209
Q3 2025 Reduced 29.56%
$27.5B
$1.7 Million 0.02% of portfolio
6,923
Q3 2025 Added 0.76%
$49.7B
$1.46 Million 0.02% of portfolio
9,271
Q3 2025 Added 4.22%
$47.6B
$1.4 Million 0.02% of portfolio
23,473
Q3 2025 Reduced 23.85%
$120B
$1.41 Million 0.02% of portfolio
2,880
Q3 2025 Reduced 7.63%
$97.8B
$1.3 Million 0.02% of portfolio
25,813
Q3 2025 Added 0.28%
$16.9B
$1.3 Million 0.02% of portfolio
25,597
Q3 2025 Reduced 4.69%
$40.3B
$1.3 Million 0.02% of portfolio
6,086
Q3 2025 Added 18.91%
$27.4B
$1.47 Million 0.02% of portfolio
822
Q3 2025 Reduced 20.43%
$0
$1.12 Million 0.02% of portfolio
9,967
Q2 2025 Added 84.75%
$58.7B
$1.41 Million 0.02% of portfolio
35,943
Q3 2025 Added 5.27%
$101B
$1.58 Million 0.02% of portfolio
25,935
Q3 2025 Added 14.2%
$59.3B
$1.48 Million 0.02% of portfolio
2,318
Q3 2025 Added 4.04%
$0
$1.39 Million 0.02% of portfolio
35,416
Q3 2025 New
$0
$1.31 Million 0.02% of portfolio
27,507
Q3 2025 Reduced 15.4%
$0
$1.72 Million 0.02% of portfolio
15,158
Q3 2025 Reduced 61.84%
$40.6B
$1.21 Million 0.02% of portfolio
6,391
Q3 2025 Added 5.85%
$0
$1.67 Million 0.02% of portfolio
35,785
Q3 2025 Reduced 1.89%
$0
$1.29 Million 0.02% of portfolio
50,469
Q3 2025 Added 4.24%
$60.6B
$1.15 Million 0.02% of portfolio
40,731
Q3 2025 Added 21.73%
$37.9B
$1.65 Million 0.02% of portfolio
24,574
Q3 2025 Reduced 48.47%
$37.6B
$1.13 Million 0.02% of portfolio
12,378
Q3 2025 Added 16.02%
$0
$1.23 Million 0.02% of portfolio
12,182
Q3 2025 Reduced 7.49%
$23.4B
$1.12 Million 0.02% of portfolio
10,877
Q3 2025 Reduced 2.81%
$2.37B
$1.55 Million 0.02% of portfolio
80,084
Q3 2025 Added 0.03%
$0
$1.36 Million 0.02% of portfolio
2,926
Q2 2025 Added 0.07%
$0
$1.18 Million 0.02% of portfolio
12,883
Q3 2025 Reduced 51.24%
$0
$1.32 Million 0.02% of portfolio
14,735
Q3 2025 Reduced 17.36%
$7.63B
$1.42 Million 0.02% of portfolio
1,526
Q3 2025 Reduced 49.39%
$69.7B
$1.81 Million 0.02% of portfolio
10,641
Q3 2025 Reduced 0.79%
$0
$1.76 Million 0.02% of portfolio
4,447
Q3 2025 Added 0.02%
$0
$1.68 Million 0.02% of portfolio
7,860
Q3 2025 Reduced 1.57%
$0
$1.14 Million 0.02% of portfolio
14,235
Q3 2025 Added 10.12%
$110B
$1.38 Million 0.02% of portfolio
3,527
Q3 2025 Added 0.2%
$12B
$1.42 Million 0.02% of portfolio
18,627
Q3 2025 Added 102.71%
$97.7B
$1.28 Million 0.02% of portfolio
3,034
Q3 2025 Reduced 5.25%
$124B
$1.7 Million 0.02% of portfolio
2,430
Q3 2025 Added 1.33%
$406B
$1.21 Million 0.02% of portfolio
1,255
Q3 2025 Added 35.38%

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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