Holdings
Clearstead Trust, LLC
As of Jun 30, 2026, Clearstead Trust, LLC reported 757 positions worth US$336M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 109K | US$31.6M | +812 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 77,235 | US$27.6M | −1,478 | Jun 30, 2026 |
| Microsoft Corp. | 59,890 | US$22.3M | −65 | Jun 30, 2026 |
| Nvidia Corporation | 107K | US$21.4M | −107 | Jun 30, 2026 |
| Broadcom Inc. | 45,481 | US$17.2M | −166 | Jun 30, 2026 |
| Amazon.com, Inc. | 69,665 | US$16.6M | +891 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 34,624 | US$11.3M | −5,032 | Jun 30, 2026 |
| Visa Inc. | 23,583 | US$8.09M | −125 | Jun 30, 2026 |
| Eli Lilly And Company | 6,741 | US$8.09M | +65 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 14,131 | US$7.07M | +18 | Jun 30, 2026 |