Long-term investor

Clearstead Trust, LLC @clearsteadtrustllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001708001).

Record

  • Tracked since 2025-12-31 (249 days), 24 trades recorded
  • Returns: week n/a · month n/a · 90 days +16.9% · 6 months n/a · 1 year n/a · all +10.7%
  • Max drawdown n/a · win rate 11% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • QQQ · 15.7% · long · since 2025-12-31
  • 464287119 · 11.2% · long · since 2025-12-31
  • 74347R206 · 9.8% · long · since 2025-12-31
  • 464287614 · 4.5% · long · since 2025-12-31
  • AAPL · 4.1% · long · since 2025-12-31
  • MSFT · 2.9% · long · since 2025-12-31
  • NVDA · 2.8% · long · since 2025-12-31
  • GOOGL · 2.5% · long · since 2025-12-31
  • 14020U100 · 2.3% · long · since 2025-12-31
  • AVGO · 2.2% · long · since 2025-12-31
  • AMZN · 2.2% · long · since 2025-12-31
  • STX · 2.0% · long · since 2025-12-31

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