Clearstead Trust, LLC 13F Holdings
CIK 0001708001 · PORTLAND, ME
As of Sep 30, 2025, Clearstead Trust, LLC reported 1,511 positions worth $566.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 143,243 | $86.0M | 15.19% |
| ISHARES MORNINGSTAR GROWTH ETF | ILCG | — | 487,160 | $50.8M | 8.98% |
| PROSHARES ULTRA QQQ | QLD | — | 361,453 | $49.6M | 8.76% |
| MICROSOFT CORP | MSFT | Technology | 56,208 | $29.1M | 5.14% |
| APPLE INC | AAPL | Technology | 112,426 | $28.6M | 5.06% |
| NVIDIA CORP | NVDA | Technology | 108,505 | $20.2M | 3.58% |
| BROADCOM INC | AVGO | Technology | 49,636 |