Clearstead Advisors, LLC Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$7.6T

Holdings

3,087

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (3,087 positions)

#StockSharesValue% PortfolioType
201
DALDELTA AIR LINES INC DEL
88,836$5.0B0.07%
202
BLKBLACKROCK INC
4,260$5.0B0.07%
203
AQLTISHARES TR
34,509$4.9B0.06%
204
XLFSELECT SECTOR SPDR TR
89,630$4.8B0.06%
205
INTCINTEL CORP
142,831$4.8B0.06%
206
PFEPFIZER INC
186,251$4.7B0.06%
207
AHHARMADA HOFFLER PPTYS INC
665,591$4.7B0.06%
208
TFCTRUIST FINL CORP
98,346$4.5B0.06%
209
MMM3M CO
28,376$4.4B0.06%
210
NOBLPROSHARES TR
42,504$4.4B0.06%
211
VBRVANGUARD INDEX FDS
20,361$4.2B0.06%
212
ADIANALOG DEVICES INC
17,164$4.2B0.06%
213
MDTMEDTRONIC PLC
44,117$4.2B0.06%
214
BSCQINVESCO EXCH TRD SLF IDX FD
214,583$4.2B0.06%
215
ITMVANECK ETF TRUST
89,915$4.2B0.05%
216
CFOVICTORY PORTFOLIOS II
56,650$4.2B0.05%
217
BABOEING CO
18,999$4.1B0.05%
218
UNPUNION PAC CORP
16,959$4.0B0.05%
219
VTHRVANGUARD SCOTTSDALE FDS
13,440$4.0B0.05%
220
ACWXISHARES TR
60,730$3.9B0.05%
221
CMECME GROUP INC
14,550$3.9B0.05%
222
BACVERIZON COMMUNICATIONS INC
88,647$3.9B0.05%
223
AMTAMERICAN TOWER CORP NEW
20,177$3.9B0.05%
224
INTUINTUIT
5,626$3.8B0.05%
225
PHYS/USPROTT ASSET MANAGEMENT LP
129,503$3.8B0.05%
226
QFLRINNOVATOR ETFS TRUST
115,133$3.8B0.05%
227
NKENIKE INC
54,493$3.8B0.05%
228
VXUSVANGUARD STAR FDS
51,599$3.8B0.05%
229
MSIMOTOROLA SOLUTIONS INC
8,070$3.7B0.05%
230
AONAON PLC
10,219$3.6B0.05%
231
HBANHUNTINGTON BANCSHARES INC
210,700$3.6B0.05%
232
AJGGALLAGHER ARTHUR J & CO
11,610$3.6B0.05%
233
CSXCSX CORP
101,157$3.6B0.05%
234
TMOTHERMO FISHER SCIENTIFIC INC
7,345$3.6B0.05%
235
AVUVAMERICAN CENTY ETF TR
35,746$3.6B0.05%
236
CBCHUBB LIMITED
12,595$3.6B0.05%
237
MKLMARKEL GROUP INC
1,849$3.5B0.05%
238
UJANINNOVATOR ETFS TRUST
83,781$3.5B0.05%
239
GLWCORNING INC
42,630$3.5B0.05%
240
IBDWISHARES TR
163,977$3.5B0.05%
241
VOTVANGUARD INDEX FDS
11,808$3.5B0.05%
242
SUBISHARES TR
32,347$3.5B0.05%
243
IJKISHARES TR
35,881$3.4B0.05%
244
CLCOLGATE PALMOLIVE CO
42,811$3.4B0.04%
245
CINFCINCINNATI FINL CORP
21,451$3.4B0.04%
246
LINLINDE PLC
7,139$3.4B0.04%
247
APDAIR PRODS & CHEMS INC
12,432$3.4B0.04%
248
DFUVDIMENSIONAL ETF TRUST
74,430$3.3B0.04%
249
QQQHNEOS ETF TRUST
60,847$3.3B0.04%
250
ITWILLINOIS TOOL WKS INC
12,608$3.3B0.04%
251
T7DTRANSDIGM GROUP INC
2,471$3.3B0.04%
252
SCHHSCHWAB STRATEGIC TR
150,212$3.2B0.04%
253
COFCAPITAL ONE FINL CORP
15,224$3.2B0.04%
254
ALSALLSTATE CORP
14,956$3.2B0.04%
255
IWOISHARES TR
9,949$3.2B0.04%
256
IGFISHARES TR
50,070$3.1B0.04%
257
DYHTARGET CORP
33,977$3.0B0.04%
258
GDGENERAL DYNAMICS CORP
8,720$3.0B0.04%
259
IWNISHARES TR
16,778$3.0B0.04%
260
CMICUMMINS INC
6,989$3.0B0.04%
261
CORZCORE SCIENTIFIC INC NEW
162,767$2.9B0.04%
262
TFSLTFS FINL CORP
219,596$2.9B0.04%
263
EPDENTERPRISE PRODS PARTNERS L
92,335$2.9B0.04%
264
SCHXSCHWAB STRATEGIC TR
108,999$2.9B0.04%
265
TRVCCITIGROUP INC
28,213$2.9B0.04%
266
VGTVANGUARD WORLD FD
3,814$2.8B0.04%
267
NEUNEWMARKET CORP
3,427$2.8B0.04%
268
IBITISHARES BITCOIN TRUST ETF
43,611$2.8B0.04%
269
IGSBISHARES TR
53,098$2.8B0.04%
270
LHLABCORP HOLDINGS INC
9,676$2.8B0.04%
271
NDSNNORDSON CORP
12,202$2.8B0.04%
272
AMDADVANCED MICRO DEVICES INC
17,047$2.8B0.04%
273
CVSCVS HEALTH CORP
36,480$2.8B0.04%
274
SCHPSCHWAB STRATEGIC TR
101,308$2.7B0.04%
275
CSQCALAMOS STRATEGIC TOTAL RETU
138,190$2.7B0.03%
276
LQDISHARES TR
23,662$2.6B0.03%
277
RPCP10 INC
241,909$2.6B0.03%
278
LRCXLAM RESEARCH CORP
19,611$2.6B0.03%
279
NEMNEWMONT CORP
31,133$2.6B0.03%
280
MCOMOODYS CORP
5,483$2.6B0.03%
281
PULSPGIM ETF TR
51,468$2.6B0.03%
282
MPCMARATHON PETE CORP
13,208$2.5B0.03%
283
BIPBROOKFIELD INFRAST PARTNERS
77,071$2.5B0.03%
284
ELVELEVANCE HEALTH INC FORMERLY
7,753$2.5B0.03%
285
CMCSACOMCAST CORP NEW
79,711$2.5B0.03%
286
DFASDIMENSIONAL ETF TRUST
36,531$2.5B0.03%
287
DDOMINION ENERGY INC
40,658$2.5B0.03%
288
BAMBROOKFIELD ASSET MANAGMT LTD
43,587$2.5B0.03%
289
MLMMARTIN MARIETTA MATLS INC
3,904$2.5B0.03%
290
NVSNNOVARTIS AG
19,018$2.4B0.03%
291
MDLZMONDELEZ INTL INC
38,838$2.4B0.03%
292
ISRGINTUITIVE SURGICAL INC
5,422$2.4B0.03%
293
TSCOTRACTOR SUPPLY CO
42,368$2.4B0.03%
294
SCHVSCHWAB STRATEGIC TR
82,659$2.4B0.03%
295
IAU*ISHARES GOLD TR
32,761$2.4B0.03%
296
TSMTAIWAN SEMICONDUCTOR MFG LTD
8,519$2.4B0.03%
297
RYROYAL BK CDA
16,135$2.4B0.03%
298
MCKMCKESSON CORP
3,062$2.4B0.03%
299
APHAMPHENOL CORP NEW
19,068$2.4B0.03%
300
CEGCONSTELLATION ENERGY CORP
7,166$2.4B0.03%
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