Clearstead Trust, LLC Portfolio Holdings
Clearstead Trust, LLC
- $340 Million
- Q1 2024
Clearstead Trust, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $340 Million distributed in 427 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 $60.6M, Proshares Ultra Qqq with a value of $31.9M, Microsoft Corp with a value of $20.8M, Spdr Bloomberg 1 3 Month T Bil with a value of $14.2M, and Apple Inc. with a value of $12.5M.
Examining the 13F form we can see an increase of $12.9M in the current position value, from $327M to 340M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 427
- Current Value $340 Million
- Prior Value $327 Million
- Filing
- Period Q1 2024
- Filing Date May 10, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 36 stocks
- Additional Purchases 83 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks