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 18 of 110
921935508
Shares:
0
Value:
$1.5B(-3.8%)
46434V613
Shares:
0
Value:
$1.5B(+21.0%)
92204A108
Shares:
0
Value:
$1.4B(-13.3%)
78468R606
Shares:
0
Value:
$1.4B(+1.4%)
464288802
Shares:
0
Value:
$1.4B(-5.5%)
46438F101
Shares:
0
Value:
$1.4B(+26.9%)
81369Y506
Shares:
0
Value:
$1.3B(+7.0%)
315948109
Shares:
0
Value:
$1.3B(-12.3%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Novo Nordisk A S(NVOcusip670100205) | — | All Managers (Combined) | $1.5M | ||
| — | All Managers (Combined) | $1.5M | |||
| — | All Managers (Combined) | $1.5M | |||
(cusip921935508)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
| — | QoQ - YoY NEW | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) | |
| — | QoQ - YoY NEW | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) | |
Fedex Corp(FDXcusip31428X106) | — | All Managers (Combined) | $1.5M | ||
(cusip46434V613)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
| — | QoQ NEW YoY NEW | All Managers (Combined) | $1.5M | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) | |
Realty Income Corp(Ocusip756109104) | — | All Managers (Combined) | $1.5M | ||
(cusip92204A108)✕ | — | All Managers (Combined) | $1.4M | ||
(cusip78468R606)✕ | — | All Managers (Combined) | $1.4M | ||
| — | All Managers (Combined) | $1.4M | |||
(cusip464288802)✕ | — | All Managers (Combined) | $1.4M | ||
(cusip46438F101)✕ | — | All Managers (Combined) | $1.4M | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) | |
| — | All Managers (Combined) | $1.3M | |||
(cusip81369Y506)✕ | — | All Managers (Combined) | $1.3M | ||
| — | QoQ NEW YoY NEW | All Managers (Combined) | $1.3M | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) | |
(cusip315948109)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) |