Clearstead Trust, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $359 Million distributed in 433 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $66.2M, Proshares Ultra Qqq with a value of $37M, Microsoft Corp with a value of $21.3M, Apple Inc. with a value of $15.9M, and Spdr Bloomberg 1 3 Month T Bil with a value of $14.1M.
Examining the 13F form we can see an increase of $18.4M in the current position value, from $340M to 359M.
Clearstead Trust, LLC is based out at Portland, ME
Below you can find more details about Clearstead Trust, LLC portfolio as well as his latest detailed transactions.