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 6 of 110
72201R775
Shares:
0
Value:
$12.0B(+4.6%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | All Managers (Combined) | $13.2M | |||
Keycorp /New/(KEYcusip493267108) | — | All Managers (Combined) | $13.1M | ||
Mcdonalds Corp(MCDcusip580135101) | — | All Managers (Combined) | $13.0M | ||
Coca Cola Co(KOcusip191216100) | — | All Managers (Combined) | $12.7M | ||
| — | All Managers (Combined) | $12.6M | |||
| — | All Managers (Combined) | $12.3M | |||
| — | All Managers (Combined) | $12.2M | |||
| — | All Managers (Combined) | $12.2M | |||
(cusip72201R775)✕ | — | All Managers (Combined) | $12.0M | ||
Spdr Gold Trust(GLDcusip78463V107) | — | All Managers (Combined) | $11.9M | ||
| — | All Managers (Combined) | $11.8M | |||
| — | All Managers (Combined) | $11.6M | |||
Eaton Corp Plc(ETNcusipG29183103) | — | All Managers (Combined) | $11.4M | ||
| — | All Managers (Combined) | $11.3M | |||
| — | All Managers (Combined) | $11.3M | |||
| — | All Managers (Combined) | $11.2M | |||
| — | All Managers (Combined) | $10.9M | |||
| — | All Managers (Combined) | $10.8M | |||
| — | QoQ - YoY NEW | All Managers (Combined) | $10.7M | YoY NEW(+$10.7M) | |
| — | All Managers (Combined) | $10.7M |