Clearstead Advisors, LLC Banks—Regional

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.4B
$19.7 Million 0.27% of portfolio
1,053,754
Q3 2025 Reduced 8.07%
$29.2B
$5.77 Million 0.08% of portfolio
129,511
Q3 2025 Reduced 11.79%
$74.3B
$5.61 Million 0.08% of portfolio
27,944
Q3 2025 Added 4.38%
$2.42B
$5.44 Million 0.07% of portfolio
157,387
Q3 2025 Reduced 2.4%
$59.5B
$4.5 Million 0.06% of portfolio
98,346
Q3 2025 Added 2.37%
$22.7B
$3.64 Million 0.05% of portfolio
210,700
Q3 2025 Added 3.08%
$3.83B
$2.89 Million 0.04% of portfolio
219,596
Q3 2025 Added 0.18%
$26.8B
$1.47 Million 0.02% of portfolio
822
Q3 2025 Reduced 20.43%
$5.57B
$948,000 0.01% of portfolio
58,871
Q3 2025 Added 4.44%
$109B
$804,000 0.01% of portfolio
26,619
Q3 2025 Added 0.02%
$2.98B
$770,000 0.01% of portfolio
41,368
Q3 2025 Added 0.13%
$1.85B
$744,000 0.01% of portfolio
23,316
Q3 2025 Added 9.53%
$1.94B
$720,000 0.01% of portfolio
19,522
Q2 2024 New
$23.3B
$648,000 0.01% of portfolio
24,599
Q3 2025 Added 1.15%
$67.6B
$502,000 0.01% of portfolio
10,392
Q3 2025 Reduced 4.48%
$3.87B
$494,000 0.01% of portfolio
6,140
Q2 2025 Added 1.15%
$32.3B
$438,000 0.01% of portfolio
2,220
Q3 2025 Added 0.41%
$10.3B
$405,000 0.01% of portfolio
5,918
Q3 2025 Added 0.32%
$6.8B
$350,000 0.0% of portfolio
7,145
Q3 2025 Added 2,182.75%
$453M
$292,000 0.0% of portfolio
20,276
Q3 2025 Added 0.22%
$2.43B
$236,000 0.0% of portfolio
6,715
Q3 2025 Reduced 79.25%
$5.06B
$225,000 0.0% of portfolio
3,082
Q3 2025 Added 3,013.13%
$8.39B
$179,000 0.0% of portfolio
1,410
Q3 2025 Added 58.07%
$25.6B
$153,000 0.0% of portfolio
2,892
Q3 2025 Added 2.77%
$6.09B
$107,000 0.0% of portfolio
1,614
Q3 2025 Added 10.93%
$6.81B
$89,000 0.0% of portfolio
956
Q3 2025 Added 810.48%
$11B
$82,000 0.0% of portfolio
3,655
Q3 2025 Added 0.83%
$336M
$65,000 0.0% of portfolio
2,600
Q3 2024 Reduced 21.21%
$5.03B
$64,000 0.0% of portfolio
1,036
Q3 2025 Added 2.47%
$7.79B
$64,000 0.0% of portfolio
485
Q3 2025 Reduced 16.09%
$6.39B
$61,000 0.0% of portfolio
1,032
Q3 2025 Added 20.56%
$5.22B
$56,000 0.0% of portfolio
1,108
Q3 2025 Added 1.93%
$1.49B
$50,000 0.0% of portfolio
2,965
Q3 2025 Reduced 21.97%
$4.74B
$50,000 0.0% of portfolio
601
Q3 2025 Reduced 0.17%
$7.87B
$40,000 0.0% of portfolio
318
Q3 2025 Reduced 85.8%
$5.24B
$34,000 0.0% of portfolio
293
Q3 2025 Reduced 89.14%
$1.31B
$33,000 0.0% of portfolio
367
Q2 2025 New
$1.49B
$32,000 0.0% of portfolio
2,594
Q3 2025 Added 7.15%
$68.4B
$30,000 0.0% of portfolio
894
Q3 2025 Added 476.77%
$1.02B
$27,000 0.0% of portfolio
1,654
Q3 2025 Added 1.53%
$643M
$25,000 0.0% of portfolio
252
Q2 2025 New
$3.04B
$24,000 0.0% of portfolio
425
Q3 2025 Reduced 62.19%
$6.08B
$24,000 0.0% of portfolio
1,116
Q3 2025 Added 0.9%
$3.27B
$24,000 0.0% of portfolio
781
Q3 2025 Reduced 28.87%
$1.03B
$23,000 0.0% of portfolio
862
Q3 2025 Added 60.22%
$2.12B
$23,000 0.0% of portfolio
903
Q3 2025 Reduced 24.94%
$7.01B
$23,000 0.0% of portfolio
614
Q3 2025 Added 17.62%
$3.62B
$22,000 0.0% of portfolio
1,010
Q2 2025 New
$3.1B
$22,000 0.0% of portfolio
911
Q3 2025 New
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