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CIK: 0000842775
Total reported value
$10.6B
$10.6B
2194 檔
13.6%
During the Q1 2025 filing period, Clearstead Advisors, LLC (CIK: 0000842775) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $10.6B across 2194 reported positions.
In Q1 2025, Clearstead Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2194 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.31% | +0.33% | -0.49% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.85% | +0.46% | -0.59% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.32% | +0.15% | -3.26% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.18% | +0.20% | -1.90% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.75% | +0.29% | -0.62% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -1.07% | +2.62% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 1.76% | +0.13% | +0.76% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 1.67% | +0.23% | -2.77% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.62% | -0.32% | +67.48% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.52% | +0.14% | +2.93% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.34% | +0.03% | +1.97% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.32% | +0.02% | +5.96% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.32% | +0.10% | +20.32% | |
| 14 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.27% | +0.06% | +43.69% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 1.26% | +0.14% | +3.42% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.05% | +5.90% | |
| 17 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.11% | +0.03% | +5.68% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | -0.05% | +9.19% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.03% | +0.11% | -1.01% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | -0.33% | +2.06% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.03% | -0.53% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.89% | +0.12% | +2.37% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.87% | +0.15% | -0.59% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | +0.14% | +4.78% | |
| 25 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.84% | +0.02% | +2.72% | |
| 26 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.82% | +0.02% | +2.42% | |
| 27 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.82% | -0.01% | +1.92% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | -0.03% | -1.52% | |
| 29 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.79% | +0.03% | -0.52% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.11% | +3.25% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.14% | +0.16% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.69% | +0.03% | +23.79% | |
| 33 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.67% | +0.06% | -4.43% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.03% | +6.75% | |
| 35 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.62% | +0.04% | +10.76% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | +0.07% | +5.05% | |
| 37 | HYBI | Neos Enhanced Ics ETF | ETF-Other | 0.60% | — | +9.26% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | -0.34% | +10.23% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.58% | +0.03% | -5.00% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | — | +1.56% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.56% | +0.18% | +0.82% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.10% | +1.03% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.53% | -0.21% | +54.77% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | -0.03% | +5.64% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | +0.11% | -0.27% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.49% | +0.07% | +7.36% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | -0.02% | +2.06% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.01% | +0.63% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.06% | +0.44% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.43% | -0.05% | -1.22% |
According to official SEC Form 13F filings, Clearstead Advisors, LLC reported a total U.S. public equity portfolio value of $10.6B across 2194 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, AAPL) accounted for 13.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $599.9M
During Q1 2025, Clearstead Advisors, LLC's top holdings by market value included VOO (9.3%)、IVV (3.9%)、AAPL (3.3%). The largest single position, VOO, represented 9.3% of total portfolio value.
In Q1 2025, Clearstead Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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