Clearstead Trust, LLC
Clearstead Trust, LLC is a Maine-chartered non-depository trust company located in Portland, Maine. It is a wholly owned subsidiary of Clearstead Advisors, LLC, an SEC-registered investment advisory firm based in Cleveland, Ohio. The firm provides personalized, fully integrated fiduciary, planning, investment, and tax solutions to individuals, families, and not-for-profit organizations. Clearstead Trust was created to deliver a more personal and holistic approach to wealth management, emphasizing discipline and clarity for clients. As of 2021, it acquired substantially all the assets of Atlantic Trust, LLC, continuing services with a strong local presence. The broader Clearstead group was originally founded in 1989, and the trust subsidiary operates in close integration with the parent advisory firm.
Investment Strategy
Clearstead Trust, LLC adopts a holistic and disciplined approach to wealth management, providing fully integrated fiduciary, planning, investment, and tax solutions tailored to the needs of individuals, families, and nonprofit entities. Investments are managed with long-term success in mind, emphasizing prudence, clarity, and client engagement. The trust leverages its local roots to provide personalized service, acting as a steady guide in both stable and volatile market conditions.
Top Holdings
Equity Positions (1,469)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 15.11% | $79.8M | 144,736 | $309.79 | $551.64 | +$11.4M |
I ILCG | ISHARES TR | 9.05% | $47.8M | 493,585 | $49.78 | $96.90 | +$6.8M |
Q QLD | PROSHARES TR | 8.06% | $42.6M | 362,025 | $42.63 | $117.71 | +$11.0M |
M MSFT | MICROSOFT CORP | 5.33% | $28.2M | 56,658 | $222.96 | $497.41 | +$7.3M |
A AAPL | APPLE INC | 3.68% | $19.4M | 94,689 | $124.12 | $205.17 | -$181.5K |