Clearstead Trust, LLC - Q12026 Holdings

Clearstead Trust, LLC holds 981 stocks with a total portfolio value of $ 613.41M as of Q12026. In Q12026, Clearstead Trust, LLC added 56 new positions, increased stakes in 214 stocks, reduced 257 holdings, and fully exited 72 positions. The largest holding is Invesco Qqq Tr (QQQ), representing 14.29% of the total portfolio.