Clearstead-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  "ETR",
  "BN.TO",
  "FSK",
  "VTR",
  "VYM",
  "GEF",
  null,
  "GPRE",
  "GRWG",
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  "EA",
  "GRAL",
  "K",
  "EW",
  "TT",
  "VRSK",
  "ANF",
  "GPK",
  "LOPE",
  "VRT",
  "HWC",
  "HASI",
  "HAE",
  "RLI",
  "MEDP",
  "R",
  "MUR",
  "SAIA",
  "RRC",
  "MMS",
  "QLYS",
  "SRPT",
  "MTG",
  "MTDR",
  "PRGO",
  "RYAN",
  "RYN",
  "SLGN",
  "SAIC",
  "SEIC",
  "LFUS",
  "LECO",
  "ST",
  "ONB",
  "PVH",
  "MKSI",
  "LNW",
  "RGLD",
  "NFG",
  "PRI",
  "LITE",
  "MUSA",
  "MLI",
  "PSN",
  "PEN",
  "MAT",
  "MSM",
  "MSA",
  "TCBI",
  "UGI",
  "VOYA",
  "ATO",
  "ARE",
  "ALGN",
  "MTN",
  "ADSK",
  "AON",
  "THC",
  "VNOM",
  "SWX",
  "SSB",
  "VNT",
  "WMG",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "WTS",
  "VNO",
  "UAA",
  "SF",
  "APTV",
  "ACGL",
  "STWD",
  "TMHC",
  "BLD",
  null,
  null,
  "TOL",
  "AVY",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "TKR",
  "UBSI",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "VFC",
  "AVB",
  "X",
  "EL",
  "SDY",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FOX",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "HSIC",
  "EFX",
  "IR",
  "AIZ",
  "NCLH",
  "OPCH",
  "FOUR",
  "TTC",
  null,
  null,
  "DHY",
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "CIGI",
  "ECVT",
  "EPAC",
  "EBF",
  "ESNT",
  "ESRT",
  "SGOL",
  "EFSC",
  "ETWO",
  "NVST",
  "DORM",
  "EHTH",
  "GAME",
  "FVRR",
  "FIGS",
  null,
  "FMNB",
  "FHI",
  "EVLV",
  "ES",
  "FLNG",
  "FCF",
  "FTRE",
  "IMCR",
  "GPOR",
  "HTH",
  "ASR",
  "HBB",
  "IIIV",
  "DSGN",
  "LAND",
  null,
  "TILE",
  "INGN",
  "IPG",
  "IBP",
  null,
  null,
  "IFF",
  "INO",
  "EEFT",
  "IBOC",
  "JAMF",
  "HMN",
  "INVH",
  null,
  "ITIC",
  "NSP",
  "INSW",
  null,
  "KN",
  "KNF",
  "LKFN",
  "LANC",
  "DNUT",
  null,
  "IDXX",
  "KMPR",
  null,
  "PJT",
  "BIPC",
  null,
  "LSTR",
  "IEX",
  "UA",
  "AOS",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  null,
  "AMZN",
  "MSI",
  "OLN",
  "SCHB",
  null,
  "NIO",
  null,
  "CHY",
  null,
  "NNOX",
  null,
  null,
  "TTWO",
  "CMS",
  "CLF",
  null,
  "IVE",
  "NWS",
  "LCID",
  "HCA",
  "PFG",
  "SIRI",
  null,
  "LUV",
  null,
  null,
  null,
  "PLUG",
  "IVZ",
  "HOG",
  "OVV",
  null,
  "RMBS",
  "ACIW",
  "SQM",
  "ESGD",
  null,
  "COLD",
  "DKS",
  "HII",
  "LI",
  "AMC",
  null,
  "AL",
  "KD",
  "FNB",
  "REXR",
  "TPL",
  "HIMS",
  "ARMK",
  null,
  "AMTM",
  "UCB",
  null,
  "FAF",
  "AAON",
  "DOX",
  "ELS",
  "BBCA",
  null,
  "EGP",
  "CEF",
  null,
  "NWSA",
  "HDB",
  "NTES",
  "OGS",
  null,
  null,
  null,
  "HBAN",
  "NEU",
  "RGA",
  null,
  "DKNG",
  "ACM",
  "UPWK",
  null,
  "VEU",
  "VPL",
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "BLV",
  null,
  "VYMI",
  "VAL",
  "VMI",
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VCEL",
  "VRNA",
  null,
  "VLTO",
  "VTYX",
  "VERX",
  "VTV",
  "VECO",
  "VRRM",
  "VEEV",
  "VRSN",
  "VSTM",
  "VSTS",
  "VTRS",
  "V",
  "VKTX",
  "VSH",
  null,
  "VST",
  "VICI",
  "VITL",
  "VRDN",
  "WD",
  "WFRD",
  "WRBY",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WSBC",
  "WCC",
  "WFG",
  "WDC",
  "WU",
  "WBS",
  "WFC",
  "WEN",
  "WST",
  "WELL",
  "WLY",
  null,
  "WTM",
  "WINA",
  "WSM",
  "WHR",
  "WING",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  "WWD",
  null,
  null,
  null,
  null,
  "WIX",
  null,
  null,
  "WWW",
  "WDS",
  null,
  null,
  null,
  "WSFS",
  "XHR",
  "WPC",
  "WH",
  "WYNN",
  "XRX",
  "XEL",
  "WDAY",
  "XENE",
  null,
  "ZG",
  "YUMC",
  "YUM",
  "XPO",
  "YETI",
  "Z",
  "XYL",
  "ZBRA",
  "IUSG",
  "FHB",
  "ZIMV",
  null,
  "GTM",
  null,
  "ENS",
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  null,
  "ESTC",
  "ESI",
  "ELAN",
  "DTE",
  "DY",
  "ADT",
  "OSUR",
  "OC",
  "POWI",
  "FNLC",
  "GRMN",
  "ONTO",
  "PTC",
  "GNTX",
  "NXST",
  "FNF",
  "HAYW",
  "OCC",
  "HY",
  "G",
  "FR",
  "FCN",
  "MTB",
  "SITM",
  "JHG",
  "CNQ",
  "FINV",
  "GEN",
  "AEM",
  "FLR",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
  "CHKP",
  "SCHG",
  "BHVN",
  null,
  "OR",
  "JHX",
  "SCHF",
  null,
  "IHG",
  "EXLS",
  "SCHA",
  "HIW",
  "JBHT",
  "LW",
  "JNPR",
  "KRC",
  "LEA",
  "KEX",
  "KNX",
  "MSCI",
  "MTZ",
  "JKHY",
  "LADR",
  "LVS",
  "EIX",
  "NSC",
  "KIM",
  "KEY",
  "NOK",
  "CACC",
  "NDSN",
  "HLMN",
  null,
  null,
  "LBRDK",
  "JCI",
  "LBTYA",
  "NXPI",
  "LLYVK",
  "HST",
  "MITK",
  "LH",
  "MOH",
  "MFC",
  "NZF",
  "KDP",
  "MKL",
  "MGM",
  "NOV",
  "ESLT",
  "EMBC",
  "MNDY",
  "IEP",
  null,
  "TER",
  "SO",
  "TAK",
  "TFII",
  null,
  "TTD",
  "ON",
  "SXT",
  "UFPI",
  "SON",
  "SJM",
  "SPXC",
  "TRMB",
  "PFGC",
  "TDOC",
  "TGNA",
  "BPOP",
  "OKTA",
  "OTIS",
  null,
  "PB",
  "SW",
  "RARE",
  "PSX",
  "SSD",
  "PLNT",
  "OPEN",
  "ROL",
  "CRM",
  "SWKS",
  "SNAP",
  "PENN",
  "RVTY",
  "RPRX",
  "RBLX",
  null,
  "SCI",
  null,
  "TDY",
  "RUN",
  "S",
  "SUI",
  "SLAB",
  "RBRK",
  null,
  "RDDT",
  "SYY",
  "DIA",
  "ORI",
  "TS",
  "SHAK",
  "PFLT",
  "TFX",
  "SPOT",
  null,
  null,
  null,
  null,
  "DINO",
  "LII",
  "MANH",
  "LYV",
  null,
  null,
  "FTDR",
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  "ZION",
  "HALO",
  "LNTH",
  "PBI",
  "IUSV",
  null,
  null,
  "UHS",
  null,
  "GEV",
  "CHWY",
  "ZWS",
  "MELI",
  "OLED",
  "ARLP",
  "ZBH",
  "ZM",
  "DGRO",
  "GAP",
  "MCK",
  "PEGA",
  null,
  "MTH",
  null,
  "NVT",
  "SPYV",
  null,
  "PCVX",
  "IRTC",
  "EXR",
  "GWW",
  null,
  "UPST",
  "ESGU",
  null,
  "NTAP",
  "PSA",
  "UDR",
  "SYF",
  "NUE",
  "NRG",
  null,
  "EG",
  "PAYC",
  "FDX",
  "AME",
  null,
  "ALLY",
  "STLA",
  "MSGE",
  null,
  "STE",
  "MKTX",
  "KMB",
  "LULU",
  "AUR",
  "ATOS",
  "AVNT",
  "ALV",
  "AN",
  "ADP",
  "AZO",
  "AZTA",
  "AXTA",
  "AXS",
  "BALL",
  "BAC",
  null,
  "OZK",
  "BNS",
  "BBWI",
  "BK",
  "BRK-A",
  null,
  "BRK-B",
  "BAX",
  "BDX",
  "BEAM",
  "BSY",
  "BRBR",
  null,
  "BHP",
  "BKH",
  "BYND",
  "BJ",
  "BNTX",
  "BIO",
  "BILL",
  "BBY",
  "BMRN",
  "TECH",
  "BL",
  "BLFS",
  null,
  null,
  "BOKF",
  "BPMC",
  "BCC",
  "BE",
  "BA",
  "BAH",
  null,
  "OWL",
  null,
  "EAT",
  "BWA",
  "BMY",
  "BFAM",
  "BCO",
  "BRC",
  "BOX",
  "BTI",
  "BC",
  "BF-B",
  "BF-A",
  "BIP",
  "BRX",
  "BLDR",
  "BAM.TO",
  "BNL",
  "BRKR",
  "BR",
  "BG",
  "CACI",
  "CHRW",
  "CABO",
  "CBT",
  "BFLY",
  "CADE",
  "BWXT",
  "BXP",
  "AI",
  "BURL",
  "CZR",
  "CCJ",
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CTLP",
  "CWST",
  "CG",
  "CVNA",
  "CRDF",
  "CARR",
  "CCL",
  "CTRE",
  "CSL",
  "CRI",
  "CBOE",
  "CE",
  "CBRE",
  "CDW",
  "CATY",
  "CAVA",
  "CASY",
  "CNC",
  "CNP",
  "CELH",
  "CF",
  "CAKE",
  "CHX",
  "CC",
  "SKY",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "GTLS",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CHRD",
  "CRUS",
  "CHDN",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "CFG",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CLNE",
  "CWEN-A",
  "CNA",
  "CNX",
  "CME",
  null,
  "COKE",
  "KO",
  "CCEP",
  "CMA",
  "CBSH",
  "COHR",
  "COIN",
  "CNS",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "CNDT",
  "CMC",
  "CBU",
  "CAG",
  "COP",
  "CNMD",
  "CVLT",
  "CODI",
  "CFLT",
  "CNXC",
  "CVGI",
  "ROAD",
  "CCSI",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CDP",
  "ED",
  "CRBG",
  "CLB",
  "CTRA",
  "COTY",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CNM",
  "CPNG",
  "CXT",
  "CRNX",
  "CBRL",
  "CRAI",
  "CROX",
  "CUZ",
  "CRH",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CSWI",
  "CUBE",
  "CTS",
  "CFR",
  "CWK",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DVA",
  "CYTK",
  "DELL",
  "DAR",
  "DAY",
  "DE",
  "DENN",
  "DB",
  "DSGX",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAX",
  "IRON",
  "DFAC",
  "DFS",
  "DLB",
  "DIOD",
  "DLR",
  "DOCU",
  "DCI",
  "DPZ",
  "DV",
  "RSP",
  "EWJ",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "WULF",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  "AWK",
  null,
  "APO",
  "MO",
  null,
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: clearstead-advisors
Manager Name: Clearstead-Advisors

Data Enrichment

80% identified

1,751 identified443 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,194 positions • $6.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 44 of 110

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Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:—

Value:$176.2K

% of Portfolio:0.0% ($176.2K/$6.4B)

Ecovyst Inc.

ECVT|27923Q109

Shares:—

Value:$175.5K

% of Portfolio:0.0% ($175.5K/$6.4B)

46137V563

Shares:—

Value:$174.4K

% of Portfolio:0.0% ($174.4K/$6.4B)

31609A206

Shares:—

Value:$173.5K

% of Portfolio:0.0% ($173.5K/$6.4B)

81369Y100

XLB|81369Y100

Shares:—

Value:$172.8K

% of Portfolio:0.0% ($172.8K/$6.4B)

25434V708

DFAC|25434V708

Shares:—

Value:$172.8K

% of Portfolio:0.0% ($172.8K/$6.4B)

Edwards Lifesciences Corp

EW|28176E108

Shares:—

Value:$172.6K

% of Portfolio:0.0% ($172.6K/$6.4B)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:—

Value:$171.0K

% of Portfolio:0.0% ($171.0K/$6.4B)

PRICESMART INC

PSMT|741511109

Shares:—

Value:$170.8K

% of Portfolio:0.0% ($170.8K/$6.4B)

EXPRO GROUP HOLDINGS N.V.

XPRO|N3144W105

Shares:—

Value:$167.2K

% of Portfolio:0.0% ($167.2K/$6.4B)

Sabre Corp

SABR|78573M104

Shares:—

Value:$167.2K

% of Portfolio:0.0% ($167.2K/$6.4B)

CURTISS WRIGHT CORP

CW|231561101

Shares:—

Value:$167.2K

% of Portfolio:0.0% ($167.2K/$6.4B)

BlackRock Health Sciences Term Trust

BMEZ|09260E105

Shares:—

Value:$167.1K

% of Portfolio:0.0% ($167.1K/$6.4B)

81369Y407

Shares:—

Value:$166.7K

% of Portfolio:0.0% ($166.7K/$6.4B)

Sunoco LP

SUN|86765K109

Shares:—

Value:$166.5K

% of Portfolio:0.0% ($166.5K/$6.4B)

ALBANY INTERNATIONAL CORP /DE/

AIN|012348108

Shares:—

Value:$165.2K

% of Portfolio:0.0% ($165.2K/$6.4B)

Airbnb, Inc.

ABNB|009066101

Shares:—

Value:$165.1K

% of Portfolio:0.0% ($165.1K/$6.4B)

TORO CO

TTC|891092108

Shares:—

Value:$164.2K

% of Portfolio:0.0% ($164.2K/$6.4B)

464288620

Shares:—

Value:$164.1K

% of Portfolio:0.0% ($164.1K/$6.4B)

Robinhood Markets, Inc.

HOOD|770700102

Shares:—

Value:$163.7K

% of Portfolio:0.0% ($163.7K/$6.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	—	QoQ - YoY -	All Managers (Combined)	$176.2K	0.0% ($176.2K/$6.4B)	QoQ -54.13% (-$208.0K) YoY +6271.61% (+$173.5K)
Ecovyst Inc.(ECVTcusip27923Q109)	—	QoQ - YoY NEW	All Managers (Combined)	$175.5K	0.0% ($175.5K/$6.4B)	QoQ -10.98% (-$21.7K) YoY NEW(+$175.5K)
(cusip46137V563)✕	—	QoQ - YoY -	All Managers (Combined)	$174.4K	0.0% ($174.4K/$6.4B)	QoQ +6.28% (+$10.3K) YoY +177.70% (+$111.6K)
(cusip31609A206)✕	—	QoQ - YoY -	All Managers (Combined)	$173.5K	0.0% ($173.5K/$6.4B)	QoQ -8.87% (-$16.9K) YoY +2.99% (+$5.0K)
(XLBcusip81369Y100)	—	QoQ - YoY -	All Managers (Combined)	$172.8K	0.0% ($172.8K/$6.4B)	QoQ -41.63% (-$123.3K) YoY -9.16% (-$17.4K)
(DFACcusip25434V708)	—	QoQ - YoY -	All Managers (Combined)	$172.8K	0.0% ($172.8K/$6.4B)	QoQ -36.41% (-$99.0K) YoY -30.44% (-$75.6K)
Edwards Lifesciences Corp(EWcusip28176E108)	—	QoQ - YoY -	All Managers (Combined)	$172.6K	0.0% ($172.6K/$6.4B)	QoQ +10.47% (+$16.4K) YoY -64.56% (-$314.6K)
Wheaton Precious Metals Corp.(WPMcusip962879102)	—	QoQ - YoY -	All Managers (Combined)	$171.0K	0.0% ($171.0K/$6.4B)	QoQ +104.08% (+$87.2K) YoY +171.57% (+$108.0K)
PRICESMART INC(PSMTcusip741511109)	—	QoQ - YoY -	All Managers (Combined)	$170.8K	0.0% ($170.8K/$6.4B)	QoQ -4.03% (-$7.2K) YoY +7.21% (+$11.5K)
EXPRO GROUP HOLDINGS N.V.(XPROcusipN3144W105)	—	QoQ - YoY NEW	All Managers (Combined)	$167.2K	0.0% ($167.2K/$6.4B)	QoQ +499.75% (+$139.3K) YoY NEW(+$167.2K)
Sabre Corp(SABRcusip78573M104)	—	QoQ - YoY -	All Managers (Combined)	$167.2K	0.0% ($167.2K/$6.4B)	QoQ +35.43% (+$43.8K) YoY +14855.63% (+$166.1K)
CURTISS WRIGHT CORP(CWcusip231561101)	—	QoQ - YoY -	All Managers (Combined)	$167.2K	0.0% ($167.2K/$6.4B)	QoQ -4.81% (-$8.5K) YoY +104.14% (+$85.3K)
BlackRock Health Sciences Term Trust(BMEZcusip09260E105)	—	QoQ - YoY NEW	All Managers (Combined)	$167.1K	0.0% ($167.1K/$6.4B)	QoQ +131.64% (+$95.0K) YoY NEW(+$167.1K)
(cusip81369Y407)✕	—	QoQ - YoY -	All Managers (Combined)	$166.7K	0.0% ($166.7K/$6.4B)	QoQ -67.95% (-$353.5K) YoY -2.30% (-$3.9K)
Sunoco LP(SUNcusip86765K109)	—	QoQ - YoY NEW	All Managers (Combined)	$166.5K	0.0% ($166.5K/$6.4B)	QoQ +120.58% (+$91.0K) YoY NEW(+$166.5K)
ALBANY INTERNATIONAL CORP /DE/(AINcusip012348108)	—	QoQ - YoY -	All Managers (Combined)	$165.2K	0.0% ($165.2K/$6.4B)	QoQ -18.14% (-$36.6K) YoY +3989.43% (+$161.2K)
Airbnb, Inc.(ABNBcusip009066101)	—	QoQ - YoY -	All Managers (Combined)	$165.1K	0.0% ($165.1K/$6.4B)	QoQ -23.90% (-$51.9K) YoY +93.55% (+$79.8K)
TORO CO(TTCcusip891092108)	—	QoQ - YoY -	All Managers (Combined)	$164.2K	0.0% ($164.2K/$6.4B)	QoQ +36.95% (+$44.3K) YoY +691.53% (+$143.4K)
(cusip464288620)✕	—	QoQ - YoY -	All Managers (Combined)	$164.1K	0.0% ($164.1K/$6.4B)	QoQ +0.65% (+$1.1K) YoY -34.97% (-$88.3K)
Robinhood Markets, Inc.(HOODcusip770700102)	—	QoQ - YoY -	All Managers (Combined)	$163.7K	0.0% ($163.7K/$6.4B)	QoQ +2.62% (+$4.2K) YoY +168.68% (+$102.8K)