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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.48 Million 0.05% of portfolio
163,977
Q3 2025 Added 16.16%
$0
$3.96 Million 0.05% of portfolio
13,440
Q3 2025 Reduced 9.49%
$0
$2.64 Million 0.04% of portfolio
23,662
Q3 2025 Reduced 2.93%
$0
$2.97 Million 0.04% of portfolio
16,778
Q3 2025 Reduced 0.07%
$0
$3.18 Million 0.04% of portfolio
9,949
Q3 2025 Added 1.28%
$0
$3.06 Million 0.04% of portfolio
50,070
Q3 2025 Reduced 1.55%
$0
$2.82 Million 0.04% of portfolio
53,098
Q3 2025 Added 47.47%
$0
$2.87 Million 0.04% of portfolio
108,999
Q3 2025 Reduced 2.35%
$0
$3.24 Million 0.04% of portfolio
150,212
Q3 2025 Added 1,456.76%
$0
$2.73 Million 0.04% of portfolio
101,308
Q3 2025 Added 34,125.68%
$0
$3.33 Million 0.04% of portfolio
74,430
Q3 2025 Added 0.1%
$0
$2.85 Million 0.04% of portfolio
3,814
Q3 2025 Reduced 2.18%
$65.3B
$2.38 Million 0.03% of portfolio
32,761
Q3 2025 Added 8.96%
$0
$2.22 Million 0.03% of portfolio
19,328
Q3 2025 Added 53.28%
$0
$2 Million 0.03% of portfolio
12,174
Q4 2024 Reduced 0.29%
$0
$2.13 Million 0.03% of portfolio
19,321
Q3 2025 Reduced 37.98%
$0
$2.11 Million 0.03% of portfolio
75,482
Q3 2025 Reduced 2.78%
$0
$2 Million 0.03% of portfolio
25,042
Q3 2025 Reduced 1.22%
$0
$2.5 Million 0.03% of portfolio
36,531
Q3 2025 Added 2.19%
$0
$2.3 Million 0.03% of portfolio
99,632
Q3 2025 Added 24.18%
$0
$2.18 Million 0.03% of portfolio
89,422
Q3 2025 Reduced 0.14%
$0
$1.93 Million 0.03% of portfolio
33,492
Q3 2025 Reduced 0.32%
$0
$2.56 Million 0.03% of portfolio
51,468
Q3 2025 Reduced 3.45%
$0
$2.33 Million 0.03% of portfolio
31,099
Q3 2025 Added 21.97%
$0
$2.33 Million 0.03% of portfolio
40,732
Q2 2025 Added 100.0%
$0
$1.92 Million 0.03% of portfolio
6,484
Q3 2025 Added 0.02%
$0
$2.21 Million 0.03% of portfolio
9,432
Q3 2025 Reduced 5.53%
$0
$2 Million 0.03% of portfolio
12,853
Q3 2025 Added 0.02%
$0
$1.77 Million 0.02% of portfolio
13,560
Q3 2025 Reduced 3.67%
$0
$1.23 Million 0.02% of portfolio
10,264
Q3 2025 Reduced 8.24%
$0
$1.29 Million 0.02% of portfolio
4,851
Q3 2025 Reduced 0.66%
$0
$1.71 Million 0.02% of portfolio
31,934
Q3 2025 Reduced 11.24%
$0
$1.74 Million 0.02% of portfolio
13,452
Q3 2025 Added 6.2%
$0
$1.18 Million 0.02% of portfolio
6,049
Q3 2025 Reduced 3.85%
$0
$1.22 Million 0.02% of portfolio
15,877
Q3 2025 Reduced 4.08%
$0
$1.13 Million 0.02% of portfolio
13,962
Q3 2025 Added 3.15%
$0
$1.21 Million 0.02% of portfolio
5,856
Q3 2025 Added 366.61%
$0
$1.62 Million 0.02% of portfolio
11,914
Q2 2025 Reduced 2.93%
$0
$1.16 Million 0.02% of portfolio
17,069
Q3 2025 Reduced 10.03%
$0
$1.47 Million 0.02% of portfolio
13,347
Q3 2025 Added 28.83%
$0
$1.59 Million 0.02% of portfolio
8,294
Q3 2025 Reduced 16.24%
$2.36B
$1.32 Million 0.02% of portfolio
29,638
Q3 2025 Added 12.74%
$0
$1.12 Million 0.02% of portfolio
9,967
Q2 2025 Added 84.75%
$0
$1.39 Million 0.02% of portfolio
35,416
Q3 2025 New
$0
$1.31 Million 0.02% of portfolio
27,507
Q3 2025 Reduced 15.4%
$0
$1.72 Million 0.02% of portfolio
15,158
Q3 2025 Reduced 61.84%
$0
$1.67 Million 0.02% of portfolio
35,785
Q3 2025 Reduced 1.89%
$0
$1.29 Million 0.02% of portfolio
50,469
Q3 2025 Added 4.24%
$0
$1.23 Million 0.02% of portfolio
12,182
Q3 2025 Reduced 7.49%

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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