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
$161B
$2.04 Million 0.03% of portfolio
1,892
Q3 2025 Added 21.99%
$28.3B
$2.05 Million 0.03% of portfolio
24,984
Q3 2025 Added 0.82%
$35.1B
$2.32 Million 0.03% of portfolio
18,681
Q3 2025 Reduced 5.41%
$37.2B
$2.46 Million 0.03% of portfolio
3,904
Q3 2025 Reduced 49.17%
$76.2B
$2.43 Million 0.03% of portfolio
38,838
Q3 2025 Added 13.4%
$22.8B
$2.07 Million 0.03% of portfolio
19,740
Q3 2025 Reduced 0.67%
$47.7B
$1.97 Million 0.03% of portfolio
3,955
Q3 2025 Reduced 41.86%
$205B
$2.38 Million 0.03% of portfolio
16,135
Q3 2025 Added 2.33%
$0
$2.23 Million 0.03% of portfolio
214,832
Q3 2025 Reduced 3.91%
$97.3B
$2.25 Million 0.03% of portfolio
26,584
Q3 2025 Added 10.55%
$37.9B
$2.1 Million 0.03% of portfolio
25,472
Q3 2025 Added 0.82%
$1.46T
$2.38 Million 0.03% of portfolio
8,519
Q3 2025 Reduced 25.48%
$6.15B
$2.41 Million 0.03% of portfolio
42,368
Q3 2025 Reduced 35.16%
$55.9B
$1.88 Million 0.03% of portfolio
1,970
Q3 2025 Added 1.55%
$12.2B
$2.11 Million 0.03% of portfolio
10,786
Q3 2025 Reduced 1.21%
$11B
$2.16 Million 0.03% of portfolio
6,269
Q3 2025 Added 0.5%
$78.2B
$2.51 Million 0.03% of portfolio
7,753
Q3 2025 Reduced 2.24%
$120B
$2.5 Million 0.03% of portfolio
79,711
Q3 2025 Added 5.36%
$113B
$2.07 Million 0.03% of portfolio
21,832
Q3 2025 Reduced 10.43%
$111B
$2.36 Million 0.03% of portfolio
7,166
Q3 2025 Reduced 0.6%
$50.4B
$2.49 Million 0.03% of portfolio
40,658
Q3 2025 Added 0.02%
$68.9B
$1.93 Million 0.03% of portfolio
8,166
Q3 2025 Added 26.15%
$193B
$2.42 Million 0.03% of portfolio
5,422
Q3 2025 Added 6.46%
$103B
$2.19 Million 0.03% of portfolio
16,819
Q3 2025 Added 0.99%
$8.94B
$2.06 Million 0.03% of portfolio
4,852
Q3 2025 Added 0.02%
$99.7B
$2.55 Million 0.03% of portfolio
13,208
Q3 2025 Added 24.73%
$121B
$2.37 Million 0.03% of portfolio
3,062
Q3 2025 Reduced 2.73%
$283B
$2.44 Million 0.03% of portfolio
19,018
Q3 2025 Reduced 0.14%
$67.3B
$1.88 Million 0.03% of portfolio
6,730
Q3 2025 Reduced 5.89%
$16.2B
$2.53 Million 0.03% of portfolio
77,071
Q2 2025 Added 4.33%
$37.2B
$1.94 Million 0.03% of portfolio
7,876
Q3 2025 Added 3.88%
$64.7B
$1.38 Million 0.02% of portfolio
14,650
Q3 2025 Reduced 50.24%
$19B
$1.14 Million 0.02% of portfolio
5,571
Q3 2025 Reduced 4.23%
$51.4M
$1.16 Million 0.02% of portfolio
700,000
Q2 2025 Added 40.0%
$36B
$1.16 Million 0.02% of portfolio
11,569
Q3 2025 Added 7.78%
$23.5B
$1.2 Million 0.02% of portfolio
12,696
Q3 2025 Reduced 3.22%
$23.2B
$1.5 Million 0.02% of portfolio
30,650
Q3 2025 Reduced 57.92%
$27B
$1.23 Million 0.02% of portfolio
5,590
Q3 2025 Reduced 2.43%
$20.3B
$1.69 Million 0.02% of portfolio
12,324
Q3 2025 Added 0.85%
$23.2B
$1.25 Million 0.02% of portfolio
2,908
Q3 2025 Reduced 3.93%
$30.4B
$1.15 Million 0.02% of portfolio
44,080
Q3 2025 Reduced 0.95%
$47.8B
$1.17 Million 0.02% of portfolio
17,315
Q3 2025 Reduced 0.85%
$55.4B
$1.38 Million 0.02% of portfolio
4,510
Q3 2025 Added 15.46%
$50B
$1.27 Million 0.02% of portfolio
23,523
Q3 2025 Added 1.7%
$89.7B
$1.84 Million 0.02% of portfolio
9,144
Q3 2025 Added 13.07%
$92.7B
$1.4 Million 0.02% of portfolio
5,365
Q3 2025 Reduced 8.35%
$16.4B
$1.37 Million 0.02% of portfolio
20,425
Q3 2025 Reduced 4.03%
$38B
$1.11 Million 0.02% of portfolio
8,197
Q3 2025 Added 0.69%
$40.4B
$1.73 Million 0.02% of portfolio
13,682
Q3 2025 Reduced 10.61%

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