Long-term investor
Clearstead Trust, LLC @clearsteadtrustllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001708001).
Record
- Tracked since 2025-06-30 (478 days), 55 trades recorded
- Returns: week n/a · month n/a · 90 days -0.1% · 6 months +25.1% · 1 year +35.0% · all +35.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 15.7% · long · since 2025-06-30
- 464287119 · 11.2% · long · since 2025-06-30
- 74347R206 · 9.8% · long · since 2025-06-30
- 464287614 · 4.5% · long · since 2025-06-30
- AAPL · 4.1% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- GOOGL · 2.5% · long · since 2025-06-30
- 14020U100 · 2.3% · long · since 2025-12-31
- AVGO · 2.2% · long · since 2025-06-30
- AMZN · 2.2% · long · since 2025-06-30
- STX · 2.0% · long · since 2025-06-30