Clearstead Trust, LLC
CIK Number: 0001708001
462.71M
Market Value
426
# of Holdings
12 months
Avg. Holding Period
33.78%
Win Rate
81.02%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Tru... | 473.02 | +0.10% | 140.14K | +0.15% | 71.64M | 303.26 | 15.48% |
| 2 | ILCG | iShares Morning... | 82.18 | -0.05% | 483.03K | -0.03% | 43.28M | 48.26 | 9.35% |
| 3 | QLD | ProShares Ultra... | 87.71 | +0.17% | 355.97K | -0.02% | 38.53M | 41.35 | 8.33% |
| 4 | MSFT | Microsoft Corpo... | 391.47 | -0.1% | 56.32K | +17.71% | 23.74M | 218.36 | 5.13% |
| 5 | AAPL | Apple Inc. | 210.60 | +0.63% | 88.37K | +16.42% | 22.13M | 118.23 | 4.78% |
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