Clearstead Trust, LLC - Q42025 Holdings

Clearstead Trust, LLC holds 997 stocks with a total portfolio value of $ 635.25M as of Q42025. In Q42025, Clearstead Trust, LLC added 75 new positions, increased stakes in 287 stocks, reduced 381 holdings, and fully exited 589 positions. The largest holding is Invesco Qqq Tr (QQQ), representing 13.99% of the total portfolio.