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 32 of 110
921932828
Shares:
0
Value:
$424.7M(+102.4%)
67401P405
Shares:
0
Value:
$424.4M(+3.2%)
78464A631
Shares:
0
Value:
$424.2M(-2.8%)
78464A201
Shares:
0
Value:
$418.8M(-8.1%)
46435U432
Shares:
0
Value:
$415.6M(-19.0%)
97717X669
Shares:
0
Value:
$403.1M(-1.3%)
46137V340
Shares:
0
Value:
$401.7M(-34.6%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip921932828)✕ | — | All Managers (Combined) | $424.7K | ||
(cusip67401P405)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $424.4K | YoY NEW(+$424.4K) |
(cusip78464A631)✕ | — | All Managers (Combined) | $424.2K | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $423.5K | YoY NEW(+$423.5K) | |
| — | All Managers (Combined) | $420.2K | |||
| — | QoQ - YoY NEW | All Managers (Combined) | $419.4K | YoY NEW(+$419.4K) | |
| — | QoQ - YoY NEW | All Managers (Combined) | $419.4K | QoQ 0.00% (+$17)YoY NEW(+$419.4K) | |
(cusip78464A201)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $418.8K | YoY NEW(+$418.8K) |
(cusip46435U432)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $415.6K | YoY NEW(+$415.6K) |
| — | All Managers (Combined) | $406.7K | |||
| — | QoQ NEW YoY NEW | All Managers (Combined) | $404.6K | QoQ NEW(+$404.6K) YoY NEW(+$404.6K) | |
(cusip97717X669)✕ | — | All Managers (Combined) | $403.1K | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $402.8K | YoY NEW(+$402.8K) | |
| — | All Managers (Combined) | $402.2K | |||
(cusip46137V340)✕ | — | All Managers (Combined) | $401.7K | ||
Exelon Corp(EXCcusip30161N101) | — | All Managers (Combined) | $400.0K | ||
Western Union Co(WUcusip959802109) | — | All Managers (Combined) | $397.7K | ||
| — | All Managers (Combined) | $397.5K | |||
| — | All Managers (Combined) | $395.1K | |||
| — | All Managers (Combined) | $394.1K |