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
$12.8B
$783,000 0.01% of portfolio
6,355
Q3 2025 Reduced 3.33%
$1.34B
$572,000 0.01% of portfolio
4,886
Q3 2025 Added 3.3%
$37.6B
$638,000 0.01% of portfolio
9,516
Q3 2025 Added 20.93%
$32.5B
$1.01 Million 0.01% of portfolio
1,218
Q3 2025 Added 17.0%
$10.3B
$405,000 0.01% of portfolio
5,918
Q3 2025 Added 0.32%
$9.78B
$383,000 0.01% of portfolio
8,534
Q3 2025 Reduced 75.22%
$8.22B
$564,000 0.01% of portfolio
13,876
Q3 2025 Reduced 3.04%
$21.2B
$579,000 0.01% of portfolio
1,067
Q3 2025 Added 1.62%
$26.6B
$393,000 0.01% of portfolio
2,780
Q3 2025 Added 0.94%
$2.2B
$405,000 0.01% of portfolio
4,002
Q3 2025 Added 0.05%
$45.5B
$428,000 0.01% of portfolio
2,481
Q3 2025 Added 0.65%
$23.5B
$589,000 0.01% of portfolio
5,707
Q3 2025 Added 75.22%
$25.7B
$478,000 0.01% of portfolio
2,867
Q3 2025 Added 19.31%
$46.1B
$768,000 0.01% of portfolio
8,452
Q3 2025 Added 33.86%
$73.7B
$993,000 0.01% of portfolio
3,626
Q3 2025 Reduced 1.09%
$22.4B
$455,000 0.01% of portfolio
8,248
Q3 2025 Added 390.95%
$5.57B
$948,000 0.01% of portfolio
58,871
Q3 2025 Added 4.44%
$52.1B
$822,000 0.01% of portfolio
68,772
Q3 2025 Reduced 2.69%
$2.98B
$770,000 0.01% of portfolio
41,368
Q3 2025 Added 0.13%
$28.1B
$393,000 0.01% of portfolio
7,810
Q3 2025 Reduced 2.52%
$18B
$618,000 0.01% of portfolio
4,465
Q3 2025 Added 142.27%
$156B
$402,000 0.01% of portfolio
3,622
Q3 2025 Reduced 29.82%
$10.6B
$1.1 Million 0.01% of portfolio
19,002
Q3 2025 Added 0.07%
$51.1B
$1 Million 0.01% of portfolio
11,175
Q2 2025 Reduced 29.95%
$24.8B
$444,000 0.01% of portfolio
18,075
Q3 2025 Reduced 1.79%
$10.7B
$456,000 0.01% of portfolio
6,019
Q3 2025 Added 10.48%
$17.1B
$411,000 0.01% of portfolio
1,274
Q3 2025 Reduced 23.89%
$26.3B
$1.11 Million 0.01% of portfolio
5,911
Q3 2025 Added 5.29%
$16.9B
$388,000 0.01% of portfolio
2,894
Q3 2025 Added 357.91%
$12.5B
$536,000 0.01% of portfolio
1,863
Q3 2025 Added 38.51%
$19B
$386,000 0.01% of portfolio
4,074
Q3 2025 Added 231.76%
$6.51B
$882,000 0.01% of portfolio
10,573
Q3 2025 Reduced 6.99%
$11.3B
$532,000 0.01% of portfolio
4,349
Q3 2025 Added 1.4%
$6.2B
$973,000 0.01% of portfolio
15,323
Q3 2025 Added 0.08%
$6.13B
$507,000 0.01% of portfolio
2,951
Q3 2025 Reduced 2.25%
$11.1B
$379,000 0.01% of portfolio
1,853
Q3 2025 Added 322.1%
$73.7B
$694,000 0.01% of portfolio
8,259
Q3 2025 Added 0.54%
$2.47B
$739,000 0.01% of portfolio
6,303
Q3 2025 Added 0.38%
$1.87B
$637,000 0.01% of portfolio
1,980
Q3 2025 Reduced 4.58%
$6.87B
$629,000 0.01% of portfolio
4,425
Q3 2025 Reduced 0.14%
$43.2B
$828,000 0.01% of portfolio
900
Q3 2025 Reduced 6.74%
$42.8B
$399,000 0.01% of portfolio
4,516
Q3 2025 Added 10.12%
$109B
$1.02 Million 0.01% of portfolio
18,445
Q3 2025 Reduced 2.05%
$0
$386,000 0.01% of portfolio
43,000
Q3 2024 Reduced 0.46%
$39.8B
$606,000 0.01% of portfolio
12,842
Q3 2025 Reduced 11.82%
$12.7B
$388,000 0.01% of portfolio
4,233
Q3 2025 Added 385.99%
$31.5B
$455,000 0.01% of portfolio
6,247
Q3 2025 Reduced 3.28%
$9.52B
$552,000 0.01% of portfolio
3,904
Q3 2025 Added 0.41%
$33.2B
$843,000 0.01% of portfolio
8,577
Q3 2025 Reduced 1.63%

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
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