Clearstead Trust, LLC
CIK Number: 0001708001
417.75M
Market Value
393
# of Holdings
12 months
Avg. Holding Period
74.88%
Win Rate
79.22%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 516.56 | +2.27% | 139.94K | +1.27% | 68.30M | 302.96 | 16.35% | |
| 2 | Ishares Tr | 90.85 | +2.40% | 483.17K | -0.71% | 40.61M | 48.26 | 9.72% | |
| 3 | Proshares Tr | 110.10 | +4.54% | 356.06K | -3.99% | 35.85M | 41.35 | 8.58% | |
| 4 | Microsoft Corp | 426.29 | +2.55% | 47.84K | +0.42% | 20.59M | 182.38 | 4.93% | |
| 5 | Apple Inc | 237.74 | +1.91% | 75.91K | +0.46% | 17.69M | 125.9 | 4.23% |
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