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 11 of 110
92189H201
Shares:
0
Value:
$4.0B(+3.5%)
92647N782
Shares:
0
Value:
$3.7B(-2.8%)
92206C599
Shares:
0
Value:
$3.6B(+7.7%)
46137V431
Shares:
0
Value:
$3.6B(+48.8%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | All Managers (Combined) | $4.2M | |||
| — | All Managers (Combined) | $4.1M | |||
(cusip92189H201)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $4.0M | YoY NEW(+$4.0M) |
| — | QoQ - YoY NEW | All Managers (Combined) | $4.0M | YoY NEW(+$4.0M) | |
| — | All Managers (Combined) | $4.0M | |||
Morgan Stanley(MScusip617446448) | — | All Managers (Combined) | $3.9M | ||
| — | All Managers (Combined) | $3.9M | |||
| — | All Managers (Combined) | $3.9M | |||
| — | All Managers (Combined) | $3.9M | |||
| — | All Managers (Combined) | $3.9M | |||
| — | All Managers (Combined) | $3.8M | |||
(cusip92647N782)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $3.7M | YoY NEW(+$3.7M) |
| — | All Managers (Combined) | $3.7M | |||
| — | All Managers (Combined) | $3.7M | |||
| — | All Managers (Combined) | $3.7M | |||
| — | All Managers (Combined) | $3.7M | |||
(cusip92206C599)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) |
Cme Group Inc.(CMEcusip12572Q105) | — | All Managers (Combined) | $3.6M | ||
(cusip46137V431)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) |
| — | All Managers (Combined) | $3.6M |