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.