Holdings of Clearstead Advisors, LLC
1874 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 35 % of the equity sleeve
Sector breakdown
- Funds 17.9 %
- Technology 10.8 %
- Industrials 9.4 %
- Financials 5.0 %
- Consumer discretionary 4.2 %
- Communication 3.2 %
- Health care 2.8 %
- Consumer staples 2.4 %
- Energy 0.7 %
- Utilities 0.5 %
- Materials 0.3 %
- Real estate 0.1 %
- Unattributed 42.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- GB 0.1 %
- TW 0.1 %
- ES 0.0 %
- NL 0.0 %
- DK 0.0 %
- JP 0.0 %
- FR 0.0 %
- IN 0.0 %
- DE 0.0 %
- FI 0.0 %
- BM 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 1,817 | 10.1B $ | 99.74 % |
| 2 | GB | 15 | 9.5M $ | 0.09 % |
| 3 | TW | 2 | 7.5M $ | 0.07 % |
| 4 | ES | 2 | 2.1M $ | 0.02 % |
| 5 | NL | 3 | 1.8M $ | 0.02 % |
| 6 | DK | 2 | 1.4M $ | 0.01 % |
| 7 | JP | 5 | 984K $ | 0.01 % |
| 8 | FR | 2 | 677.5K $ | 0.01 % |
| 9 | IN | 2 | 675.4K $ | 0.01 % |
| 10 | DE | 2 | 565.6K $ | 0.01 % |
| 11 | FI | 1 | 348K $ | 0.00 % |
| 12 | BM | 1 | 331.9K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1,801 | YieldMax Ultra Option Income Strategy ETF | 10 | 307 $ | |
| 1,802 | VALNEVA SE | 48 | 303 $ | |
| 1,803 | Mineralys Therapeutics Inc | 11 | 298 $ | |
| 1,804 | Net Power Inc | 189 | 296 $ | |
| 1,805 | 374WATER INC | 100 | 284 $ | |
| 1,806 | Lifeway Foods Inc | 14 | 271 $ | |
| 1,807 | NANOVIRICIDES INC | 293 | 268 $ | |
| 1,808 | RCI Hospitality Holdings Inc | 11 | 262 $ | |
| 1,809 | Power Solutions International Inc | 4 | 244 $ | |
| 1,810 | Grindr Inc | 20 | 242 $ | |
| 1,811 | Invesco Exchange-Traded Fund Trust | 4 | 239 $ | |
| 1,812 | Sphere Entertainment Co | 2 | 235 $ | |
| 1,813 | F&G Annuities & Life Inc | 9 | 228 $ | |
| 1,814 | iShares Trust | 5 | 228 $ | |
| 1,815 | Plug Power Inc | 100 | 226 $ | |
| 1,816 | Relay Therapeutics Inc | 23 | 225 $ | |
| 1,817 | Coty Inc | 110 | 222 $ | |
| 1,818 | Invesco Ultra Short Duration E | 4 | 201 $ | |
| 1,819 | Conduent Inc | 156 | 200 $ | |
| 1,820 | GLIMPSE GROUP INC/THE | 385 | 199 $ | |
| 1,821 | Xperi Inc | 33 | 182 $ | |
| 1,822 | Embecta Corp | 20 | 177 $ | |
| 1,823 | Infinity Natural Resources Inc | 10 | 177 $ | |
| 1,824 | Inogen Inc | 28 | 174 $ | |
| 1,825 | Academy Sports & Outdoors Inc | 3 | 170 $ | |
| 1,826 | ZAI LAB LTD | 9 | 170 $ | |
| 1,827 | Magnite Inc | 14 | 167 $ | |
| 1,828 | Alta Equipment Group Inc | 30 | 164 $ | |
| 1,829 | Xerox Holdings Corp | 125 | 162 $ | |
| 1,830 | Gamestop Corp | 40 | 155 $ | |
| 1,831 | MINK THERAPEUTICS INC | 14 | 148 $ | |
| 1,832 | Wendy's Co/The | 21 | 145 $ | |
| 1,833 | Acumen Pharmaceuticals Inc | 60 | 142 $ | |
| 1,834 | Evolus Inc | 34 | 141 $ | |
| 1,835 | SYNERGY CHC CORP | 109 | 141 $ | |
| 1,836 | Intellicheck Inc | 20 | 140 $ | |
| 1,837 | Atlassian Corp | 2 | 137 $ | |
| 1,838 | ADMA Biologics Inc | 15 | 136 $ | |
| 1,839 | GeneDx Holdings Corp | 2 | 129 $ | |
| 1,840 | ISHARES INC | 3 | 123 $ | |
| 1,841 | Altimmune Inc | 40 | 122 $ | |
| 1,842 | ChargePoint Holdings Inc | 25 | 122 $ | |
| 1,843 | Absci Corp | 40 | 120 $ | |
| 1,844 | Madison Square Garden Entertainment Corp | 2 | 118 $ | |
| 1,845 | CLOUDASTRUCTURE INC | 150 | 92 $ | |
| 1,846 | REKOR SYSTEMS INC | 105 | 87 $ | |
| 1,847 | Willdan Group Inc | 1 | 77 $ | |
| 1,848 | BRC Group Holdings Inc | 10 | 74 $ | |
| 1,849 | EVOTEC SE | 29 | 73 $ | |
| 1,850 | Wolfspeed Inc | 4 | 66 $ | |
| 1,851 | AXE COMPUTE INC | 40 | 65 $ | |
| 1,852 | Cheesecake Factory Inc/The | 1 | 62 $ | |
| 1,853 | Editas Medicine Inc | 25 | 62 $ | |
| 1,854 | Vodafone Group PLC | 4 | 57 $ | |
| 1,855 | Pitney Bowes Inc | 5 | 55 $ | |
| 1,856 | GRAIL Inc | 1 | 52 $ | |
| 1,857 | Clean Energy Fuels Corp | 20 | 50 $ | |
| 1,858 | Stitch Fix Inc | 10 | 34 $ | |
| 1,859 | Fidelity Enhanced Large Cap Growth ETF | 1 | 28 $ | |
| 1,860 | Atossa Therapeutics Inc | 4 | 22 $ | |
| 1,861 | AdvisorShares Trust | 5 | 18 $ | |
| 1,862 | Microvast Holdings Inc | 10 | 15 $ | |
| 1,863 | Direxion Shares ETF Trust | | 13 $ | |
| 1,864 | Ginkgo Bioworks Holdings Inc | 2 | 13 $ | |
| 1,865 | Tilray Brands Inc | 2 | 13 $ | |
| 1,866 | Li Auto Inc | 1 | 9 $ | |
| 1,867 | GAMESQUARE HOLDINGS INC | 26 | 8 $ | |
| 1,868 | XEROX HOLDINGS CORP | 62 | 6 $ | |
| 1,869 | Douglas Elliman Inc | 2 | 4 $ | |
| 1,870 | WORKHORSE GROUP INC | 1 | 4 $ | |
| 1,871 | AMC Entertainment Holdings Inc | 2 | 2 $ | |
| 1,872 | AQUA BOUNTY TECHNOLOGIES INC | 1 | 1 $ | |
| 1,873 | Beyond Meat Inc | 1 | 1 $ | |
| 1,874 | AMAZE HOLDINGS INC | 1 | 1 $ | |