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 58 of 110
Simpson Manufacturing Co., Inc.
Shares:
Value:$57.3K
% of Portfolio:0.0% ($57.3K/$6.4B)
TORTOISE ENERGY INFRASTRUCTURE CORP
Shares:
Value:$56.7K
% of Portfolio:0.0% ($56.7K/$6.4B)
ALEXANDRIA REAL ESTATE EQUITIES, INC.
Shares:
Value:$56.7K
% of Portfolio:0.0% ($56.7K/$6.4B)
Huntsman CORP
Shares:
Value:$56.6K
% of Portfolio:0.0% ($56.6K/$6.4B)
ROYAL GOLD INC
Shares:
Value:$56.4K
% of Portfolio:0.0% ($56.4K/$6.4B)
Shutterstock, Inc.
Shares:
Value:$56.3K
% of Portfolio:0.0% ($56.3K/$6.4B)
Nutanix, Inc.
Shares:
Value:$56.1K
% of Portfolio:0.0% ($56.1K/$6.4B)
AGILENT TECHNOLOGIES, INC.
Shares:
Value:$55.4K
% of Portfolio:0.0% ($55.4K/$6.4B)
PRINCIPAL FINANCIAL GROUP INC
Shares:
Value:$55.3K
% of Portfolio:0.0% ($55.3K/$6.4B)
Confluent, Inc.
Shares:
Value:$54.8K
% of Portfolio:0.0% ($54.8K/$6.4B)
464287325
Shares:
Value:$54.7K
% of Portfolio:0.0% ($54.7K/$6.4B)
LyondellBasell Industries N.V.
Shares:
Value:$54.7K
% of Portfolio:0.0% ($54.7K/$6.4B)
UNIVERSAL HEALTH SERVICES INC
Shares:
Value:$54.5K
% of Portfolio:0.0% ($54.5K/$6.4B)
ESAB Corp
Shares:
Value:$54.2K
% of Portfolio:0.0% ($54.2K/$6.4B)
Super Micro Computer, Inc.
Shares:
Value:$54.1K
% of Portfolio:0.0% ($54.1K/$6.4B)
NV5 Global, Inc.
Shares:
Value:$54.0K
% of Portfolio:0.0% ($54.0K/$6.4B)
ENERPAC TOOL GROUP CORP
Shares:
Value:$53.8K
% of Portfolio:0.0% ($53.8K/$6.4B)
46435U135
Shares:
Value:$53.4K
% of Portfolio:0.0% ($53.4K/$6.4B)
DEXCOM INC
Shares:
Value:$53.1K
% of Portfolio:0.0% ($53.1K/$6.4B)
JOHN HANCOCK PREFERRED INCOME FUND III
Shares:
Value:$53.1K
% of Portfolio:0.0% ($53.1K/$6.4B)