CIK 842775
Clearstead Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
2,726
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 851–900 of 2,726
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IYF | ISHARES TR | 2K | $100K–$500K | SH |
| RGA | REINSURANCE GRP OF AMERICA I | 1K | $100K–$500K | SH |
| G | GENPACT LIMITED | 5K | $100K–$500K | SH |
| — | SPOTIFY USA INC | 225K | $100K–$500K | SH |
| ARMK | ARAMARK | 7K | $100K–$500K | SH |
| PJUL | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| TWST | TWIST BIOSCIENCE CORP | 8K | $100K–$500K | SH |
| LBTYA | LIBERTY GLOBAL LTD | 23K | $100K–$500K | SH |
| GPK | GRAPHIC PACKAGING HLDG CO | 17K | $100K–$500K | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 4K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 2K | $100K–$500K | SH |
| NEAR | ISHARES U S ETF TR | 5K | $100K–$500K | SH |
| SOLV | SOLVENTUM CORP | 3K | $100K–$500K | SH |
| VNLA | JANUS DETROIT STR TR | 5K | $100K–$500K | SH |
| SYF | SYNCHRONY FINANCIAL | 3K | $100K–$500K | SH |
| PB | PROSPERITY BANCSHARES INC | 4K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 15K | $100K–$500K | SH |
| ROKU | ROKU INC | 2K | $100K–$500K | SH |
| CSHI | NEOS ETF TRUST | 5K | $100K–$500K | SH |
| JBBB | JANUS DETROIT STR TR | 5K | $100K–$500K | SH |
| CFLT | CONFLUENT INC | 8K | $100K–$500K | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| LBRDA | LIBERTY BROADBAND CORP | 5K | $100K–$500K | SH |
| FN | FABRINET | 531 | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 1K | $100K–$500K | SH |
| AUTL | AUTOLUS THERAPEUTICS PLC | 121K | $100K–$500K | SH |
| DT | DYNATRACE INC | 6K | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 20K | $100K–$500K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 2K | $100K–$500K | SH |
| AMRZ | AMRIZE LTD | 4K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 4K | $100K–$500K | SH |
| HQY | HEALTHEQUITY INC | 3K | $100K–$500K | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 16K | $100K–$500K | SH |
| PATK | PATRICK INDS INC | 2K | $100K–$500K | SH |
| AUB | ATLANTIC UN BANKSHARES CORP | 7K | $100K–$500K | SH |
| WAT | WATERS CORP | 616 | $100K–$500K | SH |
| HLI | HOULIHAN LOKEY INC | 1K | $100K–$500K | SH |
| AXSM | AXSOME THERAPEUTICS INC | 1K | $100K–$500K | SH |
| ETHA | ISHARES ETHEREUM TR | 10K | $100K–$500K | SH |
| MET | METLIFE INC | 3K | $100K–$500K | SH |
| SNDK | SANDISK CORP | 976 | $100K–$500K | SH |
| GSIE | GOLDMAN SACHS ETF TR | 5K | $100K–$500K | SH |
| DFGP | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| LLYVA | LIBERTY LIVE HOLDINGS INC | 3K | $100K–$500K | SH |
| TQQQ | PROSHARES TR | 4K | $100K–$500K | SH |
| ZSEP | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| RVMD | REVOLUTION MEDICINES INC | 3K | $100K–$500K | SH |
| CNQ | CANADIAN NAT RES LTD | 7K | $100K–$500K | SH |