CLEARSTEAD TRUST, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 109K | $29.54M |
 | NVDA | 109K | $20.26M |
 | AMZN | 67K | $15.51M |
 | MSFT | 57K | $27.79M |
 | GOOGL | 56K | $17.39M |
 | O | 53K | $2.98M |
 | AVGO | 46K | $15.92M |
 | JPM | 40K | $12.80M |
 | BIP | 30K | $1.04M |
 | XOM | 30K | $3.56M |
 | PFE | 29K | $723.23K |
 | JNJ | 26K | $5.47M |
 | BN | 26K | $1.21M |
 | ARCC | 26K | $527.02K |
 | UBER | 25K | $2.03M |
 | NEE | 24K | $1.96M |
 | CSCO | 24K | $1.85M |
 | STX | 24K | $6.61M |
 | GOOG | 24K | $7.43M |
 | V | 23K | $8.20M |
Apple Inc.
AAPL
Shares Held
109K
Value
$29.54M
NVIDIA Corporation
NVDA
Shares Held
109K
Value
$20.26M
Amazon.com, Inc.
AMZN
Shares Held
67K
Value
$15.51M
Microsoft Corporation
MSFT
Shares Held
57K
Value
$27.79M
Alphabet Inc.
GOOGL
Shares Held
56K
Value
$17.39M
Realty Income Corporation
O
Shares Held
53K
Value
$2.98M
Broadcom Inc.
AVGO
Shares Held
46K
Value
$15.92M
JPMorgan Chase & Co.
JPM
Shares Held
40K
Value
$12.80M
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
30K
Value
$1.04M
Exxon Mobil Corporation
XOM
Shares Held
30K
Value
$3.56M
Pfizer Inc.
PFE
Shares Held
29K
Value
$723.23K
Johnson & Johnson
JNJ
Shares Held
26K
Value
$5.47M
Brookfield Corporation
BN
Shares Held
26K
Value
$1.21M
Ares Capital Corporation
ARCC
Shares Held
26K
Value
$527.02K
Uber Technologies, Inc.
UBER
Shares Held
25K
Value
$2.03M
NextEra Energy, Inc.
NEE
Shares Held
24K
Value
$1.96M
Cisco Systems, Inc.
CSCO
Shares Held
24K
Value
$1.85M
Seagate Technology Holdings plc
STX
Shares Held
24K
Value
$6.61M
Alphabet Inc.
GOOG
Shares Held
24K
Value
$7.43M
Visa Inc.
V
Shares Held
23K
Value
$8.20M