Clearstead-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Clearstead-Advisors
Data Enrichment
80% identified
1,751 identified443 unidentified

Holdings

2,194 positions • $6.4B total value
Manager:
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Page 16 of 110
GE Vernova Inc.
Shares:
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.4B)
KKR & Co. Inc.
Shares:
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.4B)
CUMMINS INC
Shares:
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.4B)
464288646
Shares:
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$6.4B)
92204A702
Shares:
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$6.4B)
FIRST CITIZENS BANCSHARES INC /DE/
Shares:
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$6.4B)
CARRIER GLOBAL Corp
Shares:
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$6.4B)
NEWMARKET CORP
Shares:
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$6.4B)
92206C623
Shares:
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$6.4B)
CORNING INC /NY
Shares:
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$6.4B)
808524607
Shares:
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$6.4B)
AMERIPRISE FINANCIAL INC
Shares:
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$6.4B)
Cigna Group
Shares:
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$6.4B)
SYSCO CORP
Shares:
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$6.4B)
INTEL CORP
Shares:
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$6.4B)
HUBBELL INC
Shares:
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$6.4B)
GENERAL DYNAMICS CORP
Shares:
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$6.4B)
TRAVELERS COMPANIES, INC.
Shares:
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$6.4B)
464287705
Shares:
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$6.4B)
464285204
Shares:
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$6.4B)