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 19 of 110
464287101
Shares:
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.4B)
Autodesk, Inc.
Shares:
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.4B)
CONSOLIDATED EDISON INC
Shares:
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.4B)
Liberty Broadband Corp
Shares:
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.4B)
33740U679
Shares:
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.4B)
YUM BRANDS INC
Shares:
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.4B)
464288513
Shares:
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.4B)
47103U886
Shares:
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.4B)
VALERO ENERGY CORP/TX
Shares:
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.4B)
MIDDLEFIELD BANC CORP
Shares:
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.4B)
AMPHENOL CORP /DE/
Shares:
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.4B)
ADVANCED MICRO DEVICES INC
Shares:
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.4B)
RPM INTERNATIONAL INC/DE/
Shares:
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.4B)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.4B)
45782C672
Shares:
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.4B)
Marathon Petroleum Corp
Shares:
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.4B)
BlackRock Capital Allocation Term Trust
Shares:
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.4B)
45782C870
Shares:
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.4B)
46435U515
Shares:
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.4B)
COPART INC
Shares:
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.4B)