CLEARSTEAD ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVS | 19K | $2.44M |
 | GIL | 19K | $1.10M |
 | BA | 19K | $4.10M |
 | KMB | 19K | $2.32M |
 | NVO | 18K | $1.02M |
 | DE | 18K | $8.28M |
 | HAL | 18K | $444.65K |
 | TSLX | 18K | $411.48K |
 | OCC | 18K | $145.33K |
 | OCSL | 18K | $230.51K |
 | UPS | 18K | $1.46M |
 | RILY | 18K | $104.62K |
 | UNH | 17K | $6.03M |
 | KR | 17K | $1.17M |
 | ADI | 17K | $4.22M |
 | AMD | 17K | $2.76M |
 | ELAN | 17K | $342.34K |
 | PENN | 17K | $326.67K |
 | UNP | 17K | $4.01M |
 | KKR | 17K | $2.19M |
Novartis AG
NVS
Shares Held
19K
Value
$2.44M
Gildan Activewear Inc.
GIL
Shares Held
19K
Value
$1.10M
The Boeing Company
BA
Shares Held
19K
Value
$4.10M
Kimberly-Clark Corporation
KMB
Shares Held
19K
Value
$2.32M
Novo Nordisk A/S
NVO
Shares Held
18K
Value
$1.02M
Deere & Company
DE
Shares Held
18K
Value
$8.28M
Halliburton Company
HAL
Shares Held
18K
Value
$444.65K
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
18K
Value
$411.48K
Optical Cable Corporation
OCC
Shares Held
18K
Value
$145.33K
Oaktree Specialty Lending Corporation
OCSL
Shares Held
18K
Value
$230.51K
United Parcel Service, Inc.
UPS
Shares Held
18K
Value
$1.46M
B. Riley Financial, Inc.
RILY
Shares Held
18K
Value
$104.62K
UnitedHealth Group Incorporated
UNH
Shares Held
17K
Value
$6.03M
The Kroger Co.
KR
Shares Held
17K
Value
$1.17M
Analog Devices, Inc.
ADI
Shares Held
17K
Value
$4.22M
Advanced Micro Devices, Inc.
AMD
Shares Held
17K
Value
$2.76M
Elanco Animal Health Incorporated
ELAN
Shares Held
17K
Value
$342.34K
PENN Entertainment, Inc.
PENN
Shares Held
17K
Value
$326.67K
Union Pacific Corporation
UNP
Shares Held
17K
Value
$4.01M
KKR & Co. Inc.
KKR
Shares Held
17K
Value
$2.19M