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 8 of 110
464287457
Shares:
0
Value:
$7.5B(-11.4%)
464288257
Shares:
0
Value:
$7.2B(+2.6%)
46138J791
Shares:
0
Value:
$7.0B(+1.3%)
78468R408
Shares:
0
Value:
$6.7B(+2.6%)
46434V407
Shares:
0
Value:
$6.5B(-0.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
— | All Managers (Combined) | $7.7M | |||
— | All Managers (Combined) | $7.6M | |||
(cusip464287457)✕ | — | All Managers (Combined) | $7.5M | ||
— | All Managers (Combined) | $7.3M | |||
— | All Managers (Combined) | $7.3M | |||
(cusip464288257)✕ | — | All Managers (Combined) | $7.2M | ||
(cusip46138J791)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $7.0M | YoY NEW(+$7.0M) |
— | All Managers (Combined) | $6.7M | |||
(cusip78468R408)✕ | — | All Managers (Combined) | $6.7M | ||
(cusip46434V407)✕ | — | All Managers (Combined) | $6.5M | ||
Qualcomm Inc/De(QCOMcusip747525103) | — | All Managers (Combined) | $6.5M | ||
Netflix Inc(NFLXcusip64110L106) | — | All Managers (Combined) | $6.5M | ||
— | All Managers (Combined) | $6.4M | |||
Duke Energy Corp(DUKcusip26441C204) | — | All Managers (Combined) | $6.2M | ||
— | All Managers (Combined) | $6.2M | |||
— | All Managers (Combined) | $6.2M | |||
— | All Managers (Combined) | $6.1M | |||
— | All Managers (Combined) | $6.0M | |||
— | All Managers (Combined) | $6.0M | |||
— | All Managers (Combined) | $5.8M |