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 86 of 110
BlackRock Enhanced Equity Dividend Trust
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Value:
$6.5M(+3.9%)
BrightSpring Health Services, Inc.
BTSG|10950A106
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Value:
$6.4M(+53.7%)
003261104
003261104
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Value:
$6.4M(+8.7%)
UWM Holdings Corp
UWMC|91823B109
Shares:
0
Value:
$6.4M(+671.8%)
SentinelOne, Inc.
S|81730H109
Shares:
0
Value:
$6.3M
PINNACLE WEST CAPITAL CORP
PNW|723484101
Shares:
0
Value:
$6.3M
ASE Technology Holding Co., Ltd.
ASX|00215W100
Shares:
0
Value:
$6.3M(-13.0%)
Stevanato Group S.p.A.
STVN|T9224W109
Shares:
0
Value:
$6.2M
464288844
464288844
Shares:
0
Value:
$6.1M(-1.1%)
Freshworks Inc.
FRSH|358054104
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0
Value:
$6.1M(-12.7%)
Crinetics Pharmaceuticals, Inc.
CRNX|22663K107
Shares:
0
Value:
$6.1M(-34.4%)
HALOZYME THERAPEUTICS, INC.
HALO|40637H109
Shares:
0
Value:
$6.1M(-52.9%)
Reynolds Consumer Products Inc.
REYN|76171L106
Shares:
0
Value:
$6.0M(+150.2%)
33736G106
33736G106
Shares:
0
Value:
$6.0M(+1.4%)
UPWORK, INC
UPWK|91688F104
Shares:
0
Value:
$5.9M
Dynatrace, Inc.
DT|268150109
Shares:
0
Value:
$5.9M(-81.9%)
37954Y715
37954Y715
Shares:
0
Value:
$5.9M(-94.3%)
464288224
464288224
Shares:
0
Value:
$5.8M(+4.2%)
CSW INDUSTRIALS, INC.
CSWI|126402106
Shares:
0
Value:
$5.8M
GENTEX CORP
GNTX|371901109
Shares:
0
Value:
$5.8M(-18.9%)