Clearstead Trust, LLC
Top Portfolio Positions
816 positions ·
$404,558,027 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
151,861 | $87,651,131 | 21.67% | |
| AAPL |
Apple Inc.
Technology
|
108,285 | $27,481,650 | 6.79% | |
| MSFT |
Microsoft Corp
Technology
|
59,955 | $22,193,542 | 5.49% | |
| NVDA |
Nvidia Corp
Technology
|
107,158 | $18,688,355 | 4.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
54,917 | $15,791,932 | 3.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
68,774 | $14,323,560 | 3.54% | |
| AVGO |
Broadcom Inc.
Technology
|
45,647 | $14,128,202 | 3.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
39,656 | $11,665,208 | 2.88% | |
| STX |
Seagate Technology Holdings plc
Technology
|
22,505 | $8,816,558 | 2.18% | |
| V |
Visa Inc.
Financial Services
|
23,708 | $7,165,505 | 1.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DASH
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,504 | 30 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $51,637 | 228 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $17,407 | 64 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,776 | 64 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,869 | 54 | Shares | Sole | 2025-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||