Clearstead Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 2,194
- Total Value
- 6442960137
- Accession Number
- 0000842775-25-000005
- Form Type
- 13F-HR
- CIK
- 0000842775
- Manager Name
- Clearstead Advisors, LLC
Data Enrichment
80% identified1,751 identified443 unidentified
Holdings
2,194 positions
Manager:
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Page 103 of 110
433921103
Shares:
0
Value:
$618.0K(-49.1%)
69349H107
Shares:
0
Value:
$589.0K
032108474
Shares:
0
Value:
$585.0K
464289883
Shares:
0
Value:
$566.0K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | QoQ - YoY NEW | All Managers (Combined) | $640 | YoY NEW(+$640) | |
| — | QoQ - YoY NEW | All Managers (Combined) | $640 | YoY NEW(+$640) | |
| — | All Managers (Combined) | $636 | |||
Insperity, Inc.(NSPcusip45778Q107) | — | QoQ NEW YoY NEW | All Managers (Combined) | $625 | QoQ NEW(+$625) YoY NEW(+$625) |
Equinor Asa(EQNRcusip29446M102) | — | QoQ - YoY NEW | All Managers (Combined) | $623 | YoY NEW(+$623) |
(cusip433921103)✕ | — | All Managers (Combined) | $618 | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $614 | YoY NEW(+$614) | |
| — | QoQ - YoY NEW | All Managers (Combined) | $604 | YoY NEW(+$604) | |
| — | All Managers (Combined) | $593 | |||
(cusip69349H107)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $589 | QoQ NEW(+$589) YoY NEW(+$589) |
| — | QoQ NEW YoY NEW | All Managers (Combined) | $587 | QoQ NEW(+$587) YoY NEW(+$587) | |
(cusip032108474)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $585 | QoQ NEW(+$585) YoY NEW(+$585) |
| — | QoQ NEW YoY NEW | All Managers (Combined) | $578 | QoQ NEW(+$578) YoY NEW(+$578) | |
| — | All Managers (Combined) | $575 | |||
| — | QoQ NEW YoY NEW | All Managers (Combined) | $573 | QoQ NEW(+$573) YoY NEW(+$573) | |
| — | QoQ NEW YoY NEW | All Managers (Combined) | $567 | QoQ NEW(+$567) YoY NEW(+$567) | |
(cusip464289883)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $566 | QoQ NEW(+$566) YoY NEW(+$566) |
Ugi Corp /Pa/(UGIcusip902681105) | — | QoQ - YoY NEW | All Managers (Combined) | $563 | YoY NEW(+$563) |
Bitfarms Ltd(BITFcusip09173B107) | — | All Managers (Combined) | $556 | ||
Oge Energy Corp.(OGEcusip670837103) | — | QoQ NEW YoY NEW | All Managers (Combined) | $552 | QoQ NEW(+$552) YoY NEW(+$552) |