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 27 of 110
33739Q705
Shares:
0
Value:
$645.2M(+5.3%)
46137V472
Shares:
0
Value:
$621.3M(-7.0%)
46137V258
Shares:
0
Value:
$610.4M(+2.4%)
33740F847
Shares:
0
Value:
$604.2M(-2.4%)
78464A847
Shares:
0
Value:
$576.3M(+89.3%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip33739Q705)✕ | — | All Managers (Combined) | $645.2K | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $644.0K | YoY NEW(+$644.0K) | |
| — | All Managers (Combined) | $634.6K | |||
| — | All Managers (Combined) | $631.7K | |||
| — | All Managers (Combined) | $630.2K | |||
(cusip46137V472)✕ | — | All Managers (Combined) | $621.3K | ||
| — | All Managers (Combined) | $617.9K | |||
J M Smucker Co(SJMcusip832696405) | — | All Managers (Combined) | $617.8K | ||
(cusip46137V258)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $610.4K | YoY NEW(+$610.4K) |
| — | All Managers (Combined) | $610.3K | |||
Astrazeneca Plc(AZNcusip046353108) | — | All Managers (Combined) | $605.8K | ||
| — | All Managers (Combined) | $604.8K | |||
(cusip33740F847)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $604.2K | YoY NEW(+$604.2K) |
| — | All Managers (Combined) | $599.3K | |||
| — | All Managers (Combined) | $598.2K | |||
| — | All Managers (Combined) | $598.2K | |||
| — | All Managers (Combined) | $593.4K | |||
(cusip78464A847)✕ | — | All Managers (Combined) | $576.3K | ||
| — | All Managers (Combined) | $575.0K | |||
| — | All Managers (Combined) | $574.8K |