Clearstead Advisors, LLC Portfolio Holdings

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

Clearstead Advisors, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.4 Billion distributed in 3094 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $293M, Ishares Russell 1000 Gr ETF with a value of $259M, Apple Inc. with a value of $245M, Vanguard Mid Cap ETF with a value of $205M, and Microsoft Corp with a value of $162M.

Examining the 13F form we can see an increase of $456M in the current position value, from $6.94B to 7.4B.

Clearstead Advisors, LLC is based out at Cleveland, OH

Below you can find more details about Clearstead Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.4 Billion
ETFs: $4.43 Billion
Technology: $908 Million
Financial Services: $508 Million
Industrials: $375 Million
Consumer Cyclical: $270 Million
Healthcare: $250 Million
Communication Services: $227 Million
Consumer Defensive: $216 Million
Other: $206 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.4B
$5.13 Million 0.07% of portfolio
12,382
Q3 2025 Added 0.06%
$2.42B
$5.44 Million 0.07% of portfolio
157,387
Q3 2025 Reduced 2.4%
$143B
$4.79 Million 0.06% of portfolio
142,831
Q3 2025 Added 4.19%
$141B
$4.75 Million 0.06% of portfolio
186,251
Q3 2025 Reduced 8.72%
$118B
$4.22 Million 0.06% of portfolio
17,164
Q3 2025 Added 12.36%
$423M
$4.67 Million 0.06% of portfolio
665,591
Q3 2025 Reduced 8.03%
$114B
$4.1 Million 0.06% of portfolio
18,999
Q3 2025 Reduced 3.59%
$91.4B
$4.4 Million 0.06% of portfolio
28,376
Q3 2025 Reduced 7.52%
$59.5B
$4.5 Million 0.06% of portfolio
98,346
Q3 2025 Added 2.37%
$128B
$4.2 Million 0.06% of portfolio
44,117
Q3 2025 Added 14.12%
$73.4B
$3.59 Million 0.05% of portfolio
101,157
Q3 2025 Reduced 2.34%
$26.1B
$3.39 Million 0.05% of portfolio
21,451
Q3 2025 Reduced 8.75%
$65.7B
$3.42 Million 0.05% of portfolio
42,811
Q3 2025 Added 0.04%
$69.4B
$3.5 Million 0.05% of portfolio
42,630
Q3 2025 Reduced 2.02%
$54.4B
$3.6 Million 0.05% of portfolio
11,610
Q3 2025 Added 1.89%
$22.7B
$3.64 Million 0.05% of portfolio
210,700
Q3 2025 Added 3.08%
$27.9B
$3.53 Million 0.05% of portfolio
1,849
Q3 2025 Reduced 37.55%
$63.4B
$3.69 Million 0.05% of portfolio
8,070
Q3 2025 Reduced 1.3%
$79.2B
$3.8 Million 0.05% of portfolio
54,493
Q3 2025 Reduced 25.01%
$222B
$3.56 Million 0.05% of portfolio
7,345
Q3 2025 Added 1.21%
$136B
$4.01 Million 0.05% of portfolio
16,959
Q3 2025 Reduced 15.92%
$57.5B
$3.39 Million 0.05% of portfolio
12,432
Q3 2025 Added 2.49%
$84B
$3.88 Million 0.05% of portfolio
20,177
Q3 2025 Reduced 43.0%
$100B
$3.93 Million 0.05% of portfolio
14,550
Q3 2025 Reduced 0.82%
$0
$3.84 Million 0.05% of portfolio
129,503
Q2 2025 Reduced 0.62%
$172B
$3.9 Million 0.05% of portfolio
88,647
Q3 2025 Added 0.66%
$72.4B
$3.64 Million 0.05% of portfolio
10,219
Q3 2025 Reduced 35.0%
$123B
$3.55 Million 0.05% of portfolio
12,595
Q3 2025 Reduced 3.94%
$103B
$2.75 Million 0.04% of portfolio
36,480
Q3 2025 Added 103.32%
$0
$2.67 Million 0.04% of portfolio
138,190
Q3 2025 Reduced 0.79%
$190B
$2.86 Million 0.04% of portfolio
28,213
Q3 2025 Reduced 40.33%
$65.2B
$2.95 Million 0.04% of portfolio
6,989
Q3 2025 Added 5.53%
$70.2B
$2.89 Million 0.04% of portfolio
92,335
Q3 2025 Added 27.58%
$94.5B
$2.97 Million 0.04% of portfolio
8,720
Q3 2025 Added 6.71%
$74.9B
$3.29 Million 0.04% of portfolio
12,608
Q3 2025 Reduced 3.19%
$87.8B
$2.61 Million 0.04% of portfolio
5,483
Q3 2025 Added 0.16%
$7.74B
$2.84 Million 0.04% of portfolio
3,427
Q3 2025 Added 3.19%
$69.1B
$2.62 Million 0.04% of portfolio
31,133
Q3 2025 Added 11.93%
$13.2B
$2.77 Million 0.04% of portfolio
12,202
Q3 2025 Reduced 4.18%
$72.7B
$3.26 Million 0.04% of portfolio
2,471
Q3 2025 Reduced 33.9%
$388B
$2.76 Million 0.04% of portfolio
17,047
Q3 2025 Added 22.13%
$57.9B
$3.21 Million 0.04% of portfolio
14,956
Q3 2025 Reduced 4.32%
$77.2B
$3.24 Million 0.04% of portfolio
15,224
Q3 2025 Added 1.66%
$398M
$2.63 Million 0.04% of portfolio
241,909
Q3 2025 Added 40.72%
$3.83B
$2.89 Million 0.04% of portfolio
219,596
Q3 2025 Added 0.18%
$41.4B
$3.05 Million 0.04% of portfolio
33,977
Q3 2025 Reduced 9.87%
$82.8B
$1.97 Million 0.03% of portfolio
6,842
Q3 2025 Reduced 6.21%
$875M
$1.95 Million 0.03% of portfolio
49,790
Q3 2025 Reduced 7.53%
$46.8B
$2.18 Million 0.03% of portfolio
2,283
Q3 2025 Added 8.05%

Summary

  • Portfolio
  • No. of Stocks 3,094
  • Current Value $7.4 Billion
  • Prior Value $6.94 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 559 stocks
  • Additional Purchases 1,164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 863 stocks
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email