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 17 of 110
92206C649
Shares:
0
Value:
$1.7B(-8.0%)
46429B598
Shares:
0
Value:
$1.7B(+970.5%)
92204A207
Shares:
0
Value:
$1.7B(+3.6%)
92204A603
Shares:
0
Value:
$1.6B(-2.7%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | All Managers (Combined) | $1.8M | |||
Medtronic Plc(MDTcusipG5960L103) | — | All Managers (Combined) | $1.8M | ||
| — | All Managers (Combined) | $1.8M | |||
| — | All Managers (Combined) | $1.8M | |||
| — | All Managers (Combined) | $1.7M | |||
| — | All Managers (Combined) | $1.7M | |||
| — | All Managers (Combined) | $1.7M | |||
(cusip92206C649)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |
| — | All Managers (Combined) | $1.7M | |||
| — | QoQ - YoY NEW | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) | |
(cusip46429B598)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |
Phillips 66(PSXcusip718546104) | — | All Managers (Combined) | $1.7M | ||
(cusip92204A207)✕ | — | All Managers (Combined) | $1.7M | ||
| — | All Managers (Combined) | $1.7M | |||
| — | All Managers (Combined) | $1.6M | |||
| — | All Managers (Combined) | $1.6M | |||
| — | All Managers (Combined) | $1.6M | |||
(cusip92204A603)✕ | — | All Managers (Combined) | $1.6M | ||
Garmin Ltd(GRMNcusipH2906T109) | — | All Managers (Combined) | $1.6M | ||
| — | All Managers (Combined) | $1.6M |