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 107 of 110
603693201
Shares:
0
Value:
$121.0K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | QoQ - YoY NEW | All Managers (Combined) | $236 | YoY NEW(+$236) | |
| — | QoQ NEW YoY NEW | All Managers (Combined) | $234 | QoQ NEW(+$234) YoY NEW(+$234) | |
| — | All Managers (Combined) | $215 | |||
Cadence Bank(CADEcusip12740C103) | — | QoQ NEW YoY NEW | All Managers (Combined) | $213 | QoQ NEW(+$213) YoY NEW(+$213) |
| — | All Managers (Combined) | $213 | |||
Stoneco Ltd.(STNEcusipG85158106) | — | All Managers (Combined) | $210 | ||
| — | All Managers (Combined) | $204 | YoY +4.61% (+$9) | ||
Inogen Inc(INGNcusip45780L104) | — | All Managers (Combined) | $200 | ||
| — | QoQ NEW YoY NEW | All Managers (Combined) | $188 | QoQ NEW(+$188) YoY NEW(+$188) | |
Loews Corp(Lcusip540424108) | — | QoQ NEW YoY NEW | All Managers (Combined) | $184 | QoQ NEW(+$184) YoY NEW(+$184) |
| — | QoQ NEW YoY NEW | All Managers (Combined) | $182 | QoQ NEW(+$182) YoY NEW(+$182) | |
Gamestop Corp.(GMEcusip36467W109) | — | QoQ NEW YoY NEW | All Managers (Combined) | $157 | QoQ NEW(+$157) YoY NEW(+$157) |
| — | QoQ - YoY NEW | All Managers (Combined) | $157 | YoY NEW(+$157) | |
Maximus, Inc.(MMScusip577933104) | — | QoQ - YoY NEW | All Managers (Combined) | $137 | YoY NEW(+$137) |
| — | All Managers (Combined) | $136 | |||
| — | QoQ NEW YoY NEW | All Managers (Combined) | $136 | QoQ NEW(+$136) YoY NEW(+$136) | |
Plug Power Inc(PLUGcusip72919P202) | — | All Managers (Combined) | $135 | ||
Qualys, Inc.(QLYScusip74758T303) | — | All Managers (Combined) | $126 | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $126 | YoY NEW(+$126) | |
(cusip603693201)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $121 | QoQ NEW(+$121) YoY NEW(+$121) |