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
$15B
$396,000 0.01% of portfolio
7,864
Q3 2025 Reduced 10.38%
$1.16B
$560,000 0.01% of portfolio
53,000
Q4 2023 Added 17.78%
$36.7B
$844,000 0.01% of portfolio
10,073
Q3 2025 Added 10.29%
$53.8B
$659,000 0.01% of portfolio
4,202
Q3 2025 Reduced 2.8%
$19.3B
$982,000 0.01% of portfolio
15,671
Q3 2025 Reduced 8.85%
$20.6B
$477,000 0.01% of portfolio
13,387
Q3 2025 Added 682.87%
$32.4B
$829,000 0.01% of portfolio
3,016
Q3 2025 Added 26.25%
$53.8B
$704,000 0.01% of portfolio
2,997
Q3 2025 Added 109.0%
$3.74B
$443,000 0.01% of portfolio
10,970
Q3 2025 Added 595.18%
$0
$687,000 0.01% of portfolio
52,702
Q3 2025 Added 1.95%
$47.4B
$902,000 0.01% of portfolio
13,349
Q3 2025 Added 9.02%
$39.2B
$403,000 0.01% of portfolio
4,179
Q3 2025 Added 1.65%
$49.5B
$1.09 Million 0.01% of portfolio
6,425
Q3 2025 Added 35.63%
$34.7B
$855,000 0.01% of portfolio
6,035
Q3 2025 Reduced 16.24%
$74.1B
$708,000 0.01% of portfolio
2,604
Q3 2025 Reduced 0.95%
$13.3B
$862,000 0.01% of portfolio
23,060
Q3 2025 Added 276.67%
$64.7B
$381,000 0.01% of portfolio
3,402
Q3 2025 Added 3.44%
$53.4B
$458,000 0.01% of portfolio
5,899
Q3 2025 Added 10.51%
$29.5B
$722,000 0.01% of portfolio
1,113
Q3 2025 Added 8.06%
$71.5B
$476,000 0.01% of portfolio
608
Q3 2025 Reduced 34.55%
$45.6B
$435,000 0.01% of portfolio
9,668
Q3 2025 Added 0.5%
$17.8B
$478,000 0.01% of portfolio
3,393
Q3 2025 Reduced 13.47%
$64.9B
$474,000 0.01% of portfolio
5,638
Q3 2025 Reduced 40.69%
$18.3B
$523,000 0.01% of portfolio
10,685
Q3 2025 Reduced 6.72%
$8.31B
$874,000 0.01% of portfolio
13,502
Q3 2025 Added 11.14%
$176M
$533,000 0.01% of portfolio
20,000
Q4 2020 New
$12.8B
$753,000 0.01% of portfolio
5,273
Q3 2025 Added 1.93%
$25.4B
$749,000 0.01% of portfolio
27,511
Q3 2025 Reduced 13.6%
$29.4B
$547,000 0.01% of portfolio
22,302
Q3 2025 Added 21.7%
$72.9B
$546,000 0.01% of portfolio
2,105
Q3 2025 Reduced 0.94%
$109B
$804,000 0.01% of portfolio
26,619
Q3 2025 Added 0.02%
$833M
$671,000 0.01% of portfolio
272,996
Q3 2025 Added 10.3%
$23.2B
$595,000 0.01% of portfolio
7,027
Q3 2025 Added 49.35%
$9.4B
$628,000 0.01% of portfolio
10,223
Q3 2025 Added 1.02%
$32B
$394,000 0.01% of portfolio
2,258
Q3 2025 Reduced 1.53%
$7.96B
$568,000 0.01% of portfolio
25,827
Q3 2025 Added 25.61%
$32.3B
$438,000 0.01% of portfolio
2,220
Q3 2025 Added 0.41%
$45.2B
$452,000 0.01% of portfolio
797
Q3 2025 Reduced 7.75%
$18.4B
$610,000 0.01% of portfolio
1,188
Q3 2025 Added 260.0%
$103B
$871,000 0.01% of portfolio
373
Q3 2025 Added 46.27%
$8.03B
$499,000 0.01% of portfolio
2,610
Q3 2025 Added 790.78%
$5.74M
$378,000 0.01% of portfolio
425,600
Q3 2025 Added 0.0%
$2.16B
$391,000 0.01% of portfolio
24,879
Q3 2025 Reduced 10.36%
$23.8B
$958,000 0.01% of portfolio
8,090
Q3 2025 Added 0.99%
$32.8B
$666,000 0.01% of portfolio
44,172
Q3 2025 Added 417.18%
$636M
$926,000 0.01% of portfolio
60,007
Q3 2025 Reduced 58.28%
$71.6B
$891,000 0.01% of portfolio
13,289
Q3 2025 Reduced 89.97%
$114B
$1.06 Million 0.01% of portfolio
9,262
Q3 2025 Reduced 0.49%
$74.3B
$497,000 0.01% of portfolio
885
Q3 2025 Added 101.59%

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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