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.
