Clearstead Trust, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $372 Million distributed in 415 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 $68.3M, Proshares Ultra Qqq with a value of $35.9M, Microsoft Corp with a value of $20.6M, Apple Inc. with a value of $17.7M, and Spdr Bloomberg 1 3 Month T Bil with a value of $14.3M.
Examining the 13F form we can see an increase of $13.9M in the current position value, from $359M to 372M.
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.
Portfolio value
$372 Million
ETFs: $147 Million
Technology: $75.2 Million
Healthcare: $34.1 Million
Financial Services: $23.7 Million
Consumer Cyclical: $22.4 Million
Industrials: $18.2 Million
Communication Services: $16.3 Million
Consumer Defensive: $13.3 Million
Other: $22 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
