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 5 of 110
Uber Technologies, Inc
UBER|90353T100
Shares:
0
Value:
$17.8B(+906.8%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
0
Value:
$17.6B(-7.4%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
0
Value:
$17.5B(+5.2%)
TEXAS INSTRUMENTS INC
TXN|882508104
Shares:
0
Value:
$17.4B(-6.3%)
American Water Works Company, Inc.
AWK|030420103
Shares:
0
Value:
$17.3B(+2644.1%)
25434V302
25434V302
Shares:
0
Value:
$17.3B(+13.8%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
0
Value:
$16.3B(+11.1%)
Broadcom Inc.
AVGO|11135F101
Shares:
0
Value:
$16.2B(-29.4%)
Live Nation Entertainment, Inc.
LYV|538034109
Shares:
0
Value:
$16.2B(-1.2%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
0
Value:
$16.0B(+369.0%)
Zoetis Inc.
ZTS|98978V103
Shares:
0
Value:
$15.7B(+13.0%)
COSTAR GROUP, INC.
CSGP|22160N109
Shares:
0
Value:
$14.6B(+14.9%)
Meta Platforms, Inc.
META|30303M102
Shares:
0
Value:
$14.5B(+2.1%)
TAKE TWO INTERACTIVE SOFTWARE INC
TTWO|874054109
Shares:
0
Value:
$14.4B(+12.3%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
0
Value:
$14.3B(+6.0%)
921943858
VEA|921943858
Shares:
0
Value:
$13.8B(+6.4%)
921946406
VYM|921946406
Shares:
0
Value:
$13.5B(+3.1%)
PayPal Holdings, Inc.
PYPL|70450Y103
Shares:
0
Value:
$13.4B(-22.0%)
ADOBE INC.
ADBE|00724F101
Shares:
0
Value:
$13.4B(-9.8%)
464288414
MUB|464288414
Shares:
0
Value:
$13.3B(-3.5%)