Clearstead Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
1,751 identified443 unidentified

Holdings

2,194 positions
Manager:
SEC
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Page 30 of 110
LAMAR ADVERTISING CO/NEW
LAMR|512816109
Shares:
0
Value:
$491.4M(+3.4%)
ONEOK INC /NEW/
OKE|682680103
Shares:
0
Value:
$490.5M(-12.1%)
Trade Desk, Inc.
TTD|88339J105
Shares:
0
Value:
$488.5M(-69.1%)
EQUIFAX INC
EFX|294429105
Shares:
0
Value:
$484.7M(-35.1%)
46137V613
PRF|46137V613
Shares:
0
Value:
$484.4M(+0.2%)
33939L605
33939L605
Shares:
0
Value:
$484.3M
46137V738
46137V738
Shares:
0
Value:
$483.1M(+4.8%)
HEICO CORP
HEI|422806109
Shares:
0
Value:
$482.3M(-2.3%)
Fortune Brands Innovations, Inc.
FBIN|34964C106
Shares:
0
Value:
$481.6M(-36.1%)
464287291
464287291
Shares:
0
Value:
$481.5M(-64.8%)
Verisk Analytics, Inc.
VRSK|92345Y106
Shares:
0
Value:
$480.1M(+8.2%)
UBS Group AG
UBS|H42097107
Shares:
0
Value:
$478.2M(+1.2%)
464287176
464287176
Shares:
0
Value:
$477.8M(+6.9%)
SEI INVESTMENTS CO
SEIC|784117103
Shares:
0
Value:
$477.2M(+4844.5%)
46434G764
EMXC|46434G764
Shares:
0
Value:
$474.4M(+0.9%)
TE Connectivity plc
TEL|G87052109
Shares:
0
Value:
$474.0M(-25.6%)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
WAB|929740108
Shares:
0
Value:
$470.2M(-18.8%)
Morgan Stanley Direct Lending Fund
MSDL|61774A103
Shares:
0
Value:
$466.8M(+34.5%)
DuPont de Nemours, Inc.
DD|26614N102
Shares:
0
Value:
$463.6M(+14.9%)
Snowflake Inc.
SNOW|833445109
Shares:
0
Value:
$463.0M(+29.4%)