Long-term investor
Clearstead Advisors, LLC @clearsteadadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000842775).
Record
- Tracked since 2025-06-30 (446 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months n/a · 1 year +14.5% · all +14.5%
- Max drawdown n/a · win rate 37% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 9.4% · long · since 2025-06-30
- 464287200 · 3.1% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- PCAR · 2.8% · long · since 2025-06-30
- 464287614 · 2.3% · long · since 2025-06-30
- 922908629 · 2.2% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- 922908751 · 1.5% · long · since 2025-06-30
- 922908744 · 1.5% · long · since 2025-06-30
- 78462F103 · 1.4% · long · since 2025-06-30
- 78463X889 · 1.4% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30