CLEARSTEAD ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LOW | 41K | $10.27M |
 | SONY | 41K | $1.18M |
 | KMI | 41K | $1.15M |
 | D | 41K | $2.49M |
 | ADBE | 40K | $14.19M |
 | BIPC | 40K | $1.65M |
 | TSLA | 40K | $17.80M |
 | MS | 40K | $6.31M |
 | ADP | 40K | $11.59M |
 | MBCN | 39K | $1.18M |
 | MDLZ | 39K | $2.43M |
 | PM | 38K | $6.12M |
 | LBTYK | 37K | $440.45K |
 | GE | 37K | $11.12M |
 | CVS | 36K | $2.75M |
 | LION | 36K | $248.15K |
 | FCX | 36K | $1.41M |
 | AMGN | 36K | $10.10M |
 | DVN | 35K | $1.23M |
 | WU | 35K | $278.20K |
Lowe's Companies, Inc.
LOW
Shares Held
41K
Value
$10.27M
Sony Group Corporation
SONY
Shares Held
41K
Value
$1.18M
Kinder Morgan, Inc.
KMI
Shares Held
41K
Value
$1.15M
Dominion Energy, Inc.
D
Shares Held
41K
Value
$2.49M
Adobe Inc.
ADBE
Shares Held
40K
Value
$14.19M
Brookfield Infrastructure Corporation
BIPC
Shares Held
40K
Value
$1.65M
Tesla, Inc.
TSLA
Shares Held
40K
Value
$17.80M
Morgan Stanley
MS
Shares Held
40K
Value
$6.31M
Automatic Data Processing, Inc.
ADP
Shares Held
40K
Value
$11.59M
Middlefield Banc Corp.
MBCN
Shares Held
39K
Value
$1.18M
Mondelez International, Inc.
MDLZ
Shares Held
39K
Value
$2.43M
Philip Morris International Inc.
PM
Shares Held
38K
Value
$6.12M
Liberty Global plc
LBTYK
Shares Held
37K
Value
$440.45K
GE Aerospace
GE
Shares Held
37K
Value
$11.12M
CVS Health Corporation
CVS
Shares Held
36K
Value
$2.75M
Lionsgate Studios Corp.
LION
Shares Held
36K
Value
$248.15K
Freeport-McMoRan Inc.
FCX
Shares Held
36K
Value
$1.41M
Amgen Inc.
AMGN
Shares Held
36K
Value
$10.10M
Devon Energy Corporation
DVN
Shares Held
35K
Value
$1.23M
The Western Union Company
WU
Shares Held
35K
Value
$278.20K