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 951–1000 of 2,726
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FXE | INVESCO CURRENCYSHARES EURO | 2K | $100K–$500K | SH |
| SOUN | SOUNDHOUND AI INC | 18K | $100K–$500K | SH |
| CVNA | CARVANA CO | 415 | $100K–$500K | SH |
| PATH | UIPATH INC | 11K | $100K–$500K | SH |
| IMAX | IMAX CORP | 5K | $100K–$500K | SH |
| DDFD | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| OSIS | OSI SYSTEMS INC | 669 | $100K–$500K | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| TDS | TELEPHONE & DATA SYS INC | 4K | $100K–$500K | SH |
| PCVX | VAXCYTE INC | 4K | $100K–$500K | SH |
| HOLX | HOLOGIC INC | 2K | $100K–$500K | SH |
| CVLT | COMMVAULT SYS INC | 1K | $100K–$500K | SH |
| RGEN | REPLIGEN CORP | 1K | $100K–$500K | SH |
| AXTI | AXT INC | 10K | $100K–$500K | SH |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | 12K | $100K–$500K | SH |
| HIX | WESTERN ASSET HIGH INCOM FD | 39K | $100K–$500K | SH |
| MKSI | MKS INC. | 1K | $100K–$500K | SH |
| IWY | ISHARES TR | 582 | $100K–$500K | SH |
| CATH | GLOBAL X FDS | 2K | $100K–$500K | SH |
| EVV | EATON VANCE LIMITED DURATION | 16K | $100K–$500K | SH |
| RRX | REGAL REXNORD CORPORATION | 1K | $100K–$500K | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 694 | $100K–$500K | SH |
| LION2 | LIONSGATE STUDIOS CORP | 17K | $100K–$500K | SH |
| IMO | IMPERIAL OIL LTD | 2K | $100K–$500K | SH |
| ARM | ARM HOLDINGS PLC | 1K | $100K–$500K | SH |
| VRDN | VIRIDIAN THERAPEUTICS INC | 5K | $100K–$500K | SH |
| PENN | PENN ENTERTAINMENT INC | 10K | $100K–$500K | SH |
| BEP | BROOKFIELD RENEWABLE PARTNER | 6K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 1K | $100K–$500K | SH |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | 13K | $100K–$500K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 3K | $100K–$500K | SH |
| IUSV | ISHARES TR | 1K | $100K–$500K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| BRZE | BRAZE INC | 4K | $100K–$500K | SH |
| EQT | EQT CORP | 3K | $100K–$500K | SH |
| LULU | LULULEMON ATHLETICA INC | 727 | $100K–$500K | SH |
| STZ | CONSTELLATION BRANDS INC | 1K | $100K–$500K | SH |
| EUSA | ISHARES INC | 1K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 12K | $100K–$500K | SH |
| EXR | EXTRA SPACE STORAGE INC | 1K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 2K | $100K–$500K | SH |
| BTZ | BLACKROCK CR ALLOCATION INCO | 14K | $100K–$500K | SH |
| AVNT | AVIENT CORPORATION | 5K | $100K–$500K | SH |
| PRI | PRIMERICA INC | 570 | $100K–$500K | SH |
| SCI | SERVICE CORP INTL | 2K | $100K–$500K | SH |
| AGM | FEDERAL AGRIC MTG CORP | 835 | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 2K | $100K–$500K | SH |
| JNK | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 18K | $100K–$500K | SH |