Clearstead Advisors, LLC

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: 0000842775
Manager Name: Clearstead Advisors, LLC

Data Enrichment

80% identified

1,751 identified443 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,194 positions • $6,442,960.137K total value

2,194 positions

Manager:

SEC FilingSEC DataHachi Filing

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AMGEN INC

AMGN|031162100

Value:

$10.6B(+18.4%)

LOWES COMPANIES INC

LOW|548661107

Value:

$10.5B(-9.4%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Value:

$10.3B(+11.7%)

464287150

ITOT|464287150

Value:

$10.3B(-3.1%)

46436E718

Value:

$10.2B(-7.3%)

922907746

VTEB|922907746

Value:

$10.2B(-17.0%)

808524508

Value:

$10.1B(-0.8%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Value:

$9.6B(+13.5%)

Tesla, Inc.

TSLA|88160R101

Value:

$9.3B(-41.8%)

AKAMAI TECHNOLOGIES INC

AKAM|00971T101

Value:

$9.2B(-14.8%)

Blackstone Inc.

BX|09260D107

Value:

$9.1B(-19.9%)

921937835

BND|921937835

Value:

$8.8B(+4.1%)

Pure Storage, Inc.

PSTG|74624M102

Value:

$8.8B(+52081.4%)

DEERE & CO

DE|244199105

Value:

$8.8B(+18.8%)

SYNOPSYS INC

SNPS|871607107

Value:

$8.3B(+3.0%)

Accenture plc

ACN|G1151C101

Value:

$8.2B(+4.0%)

46138E511

Value:

$8.0B(-5.7%)

S&P Global Inc.

SPGI|78409V104

Value:

$8.0B(+27.8%)

46138G508

Value:

$7.9B

808524797

SCHD|808524797

Value:

$7.8B(+12.8%)

Instrument	Shares		Other Manager	Value
Amgen Inc(AMGNcusip031162100)	—	QoQ - YoY -	All Managers (Combined)	$10.6M	QoQ +18.43% (+$1.6M) YoY +98.41% (+$5.2M)
Lowes Companies Inc(LOWcusip548661107)	—	QoQ - YoY -	All Managers (Combined)	$10.5M	QoQ -9.39% (-$1.1M) YoY +95.81% (+$5.1M)
International Business Machines Corp(IBMcusip459200101)	—	QoQ - YoY -	All Managers (Combined)	$10.3M	QoQ +11.74% (+$1.1M) YoY +289.96% (+$7.7M)
(ITOTcusip464287150)	—	QoQ - YoY -	All Managers (Combined)	$10.3M	QoQ -3.14% (-$336.0K) YoY +595.33% (+$8.8M)
(cusip46436E718)✕	—	QoQ - YoY -	All Managers (Combined)	$10.2M	QoQ -7.30% (-$807.4K) YoY -18.72% (-$2.4M)
(VTEBcusip922907746)	—	QoQ - YoY -	All Managers (Combined)	$10.2M	QoQ -16.99% (-$2.1M) YoY +10.86% (+$997.4K)
(cusip808524508)✕	—	QoQ - YoY -	All Managers (Combined)	$10.1M	QoQ -0.76% (-$77.2K) YoY +50.55% (+$3.4M)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	—	QoQ - YoY -	All Managers (Combined)	$9.6M	QoQ +13.49% (+$1.1M) YoY +124.40% (+$5.3M)
Tesla, Inc.(TSLAcusip88160R101)	—	QoQ - YoY -	All Managers (Combined)	$9.3M	QoQ -41.81% (-$6.7M) YoY +70.97% (+$3.9M)
Akamai Technologies Inc(AKAMcusip00971T101)	—	QoQ - YoY -	All Managers (Combined)	$9.2M	QoQ -14.85% (-$1.6M) YoY +348266.45% (+$9.2M)
Blackstone Inc.(BXcusip09260D107)	—	QoQ - YoY -	All Managers (Combined)	$9.1M	QoQ -19.94% (-$2.3M) YoY +78.48% (+$4.0M)
(BNDcusip921937835)	—	QoQ - YoY -	All Managers (Combined)	$8.8M	QoQ +4.09% (+$348.1K) YoY +7811.21% (+$8.7M)
Pure Storage, Inc.(PSTGcusip74624M102)	—	QoQ - YoY -	All Managers (Combined)	$8.8M	QoQ +52081.42% (+$8.8M) YoY +294832.41% (+$8.8M)
Deere & Co(DEcusip244199105)	—	QoQ - YoY -	All Managers (Combined)	$8.8M	QoQ +18.82% (+$1.4M) YoY +146.37% (+$5.2M)
Synopsys Inc(SNPScusip871607107)	—	QoQ - YoY -	All Managers (Combined)	$8.3M	QoQ +2.95% (+$237.5K) YoY +7481.28% (+$8.2M)
Accenture Plc(ACNcusipG1151C101)	—	QoQ - YoY -	All Managers (Combined)	$8.2M	QoQ +3.96% (+$311.9K) YoY +85.23% (+$3.8M)
(cusip46138E511)✕	—	QoQ - YoY -	All Managers (Combined)	$8.0M	QoQ -5.72% (-$488.2K) YoY +12387.46% (+$8.0M)
S&P Global Inc.(SPGIcusip78409V104)	—	QoQ - YoY -	All Managers (Combined)	$8.0M	QoQ +27.84% (+$1.7M) YoY +159.07% (+$4.9M)
(cusip46138G508)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$7.9M	QoQ NEW(+$7.9M) YoY NEW(+$7.9M)
(SCHDcusip808524797)	—	QoQ - YoY -	All Managers (Combined)	$7.8M	QoQ +12.85% (+$883.6K) YoY +54.92% (+$2.7M)