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 30 of 110
LAMAR ADVERTISING CO/NEW
Shares:
Value:$491.4K
% of Portfolio:0.0% ($491.4K/$6.4B)
ONEOK INC /NEW/
Shares:
Value:$490.5K
% of Portfolio:0.0% ($490.5K/$6.4B)
Trade Desk, Inc.
Shares:
Value:$488.5K
% of Portfolio:0.0% ($488.5K/$6.4B)
EQUIFAX INC
Shares:
Value:$484.7K
% of Portfolio:0.0% ($484.7K/$6.4B)
46137V613
Shares:
Value:$484.4K
% of Portfolio:0.0% ($484.4K/$6.4B)
33939L605
Shares:
Value:$484.3K
% of Portfolio:0.0% ($484.3K/$6.4B)
46137V738
Shares:
Value:$483.1K
% of Portfolio:0.0% ($483.1K/$6.4B)
HEICO CORP
Shares:
Value:$482.3K
% of Portfolio:0.0% ($482.3K/$6.4B)
Fortune Brands Innovations, Inc.
Shares:
Value:$481.6K
% of Portfolio:0.0% ($481.6K/$6.4B)
464287291
Shares:
Value:$481.5K
% of Portfolio:0.0% ($481.5K/$6.4B)
Verisk Analytics, Inc.
Shares:
Value:$480.1K
% of Portfolio:0.0% ($480.1K/$6.4B)
UBS Group AG
Shares:
Value:$478.2K
% of Portfolio:0.0% ($478.2K/$6.4B)
464287176
Shares:
Value:$477.8K
% of Portfolio:0.0% ($477.8K/$6.4B)
SEI INVESTMENTS CO
Shares:
Value:$477.2K
% of Portfolio:0.0% ($477.2K/$6.4B)
46434G764
Shares:
Value:$474.4K
% of Portfolio:0.0% ($474.4K/$6.4B)
TE Connectivity plc
Shares:
Value:$474.0K
% of Portfolio:0.0% ($474.0K/$6.4B)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
Shares:
Value:$470.2K
% of Portfolio:0.0% ($470.2K/$6.4B)
Morgan Stanley Direct Lending Fund
Shares:
Value:$466.8K
% of Portfolio:0.0% ($466.8K/$6.4B)
DuPont de Nemours, Inc.
Shares:
Value:$463.6K
% of Portfolio:0.0% ($463.6K/$6.4B)
Snowflake Inc.
Shares:
Value:$463.0K
% of Portfolio:0.0% ($463.0K/$6.4B)