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0000842775-22-000003
Clearstead Advisors, LLC
Total Value: $1,283,037,000
Total Holdings: 1350
QuarterFilling ID
Q4 250002002654-26-000001
Q3 250002002654-25-000006
Q2 250002002654-25-000004
Q1 250002002654-25-000003
Q4 240002002654-25-000001
Q3 240002002654-24-000005
Q2 240002002654-24-000004
Q1 240002002654-24-000002
Q4 230002002654-24-000001
Q3 230002002654-23-000008
Q2 230002002654-23-000007
Q1 230002002654-23-000006
Q4 220002002654-23-000005
Q3 220002002654-23-000004
Q2 220002002654-23-000003
Q1 220002002654-23-000002
Q4 210002002654-23-000001
Compare Quarter:
NameTitleCUSIPTickerValueSharesShare PriceInvestment% of Portfolio
VANGUARD INDEX FDSS&P 500 ETF SHS922908363$147,342424,701SOLE
APPLE INCCOM37833100$48,434354,254SOLE
ISHARES TRMORNINGSTAR GRWT464287119$43,021858,882SOLE
MICROSOFT CORPCOM594918104$40,498157,685SOLE
VANGUARD INDEX FDSMID CAP ETF922908629$39,009198,044SOLE
INVESCO QQQ TRUNIT SER 146090E103$30,619109,243SOLE
PROSHARES TRPSHS ULTRA QQQ74347R206$24,612594,351SOLE
ISHARES TRCORE S&P500 ETF464287200$21,93857,860SOLE
ISHARES TRCORE S&P MCP ETF464287507$21,48094,946SOLE
ISHARES TRRUSSELL 3000 ETF464287689$20,51894,383SOLE
VANGUARD INDEX FDSSMALL CP ETF922908751$20,130114,302SOLE
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107$20,09648,600SOLE
SPDR SER TRS&P DIVID ETF78464A763$18,103152,522SOLE
SPDR S&P 500 ETF TRTR UNIT78462F103$14,39138,147SOLE
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q332$14,326258,356SOLE
HOME DEPOT INCCOM437076102$13,19748,118SOLE
ALPHABET INCCAP STK CL A02079K305$13,0806,002SOLE
PEPSICO INCCOM713448108$12,95977,758SOLE
ISHARES TRRUS 1000 ETF464287622$12,83961,799SOLE
JOHNSON & JOHNSONCOM478160104$12,32669,441SOLE
ISHARES TRCORE S&P SCP ETF464287804$11,713126,745SOLE
PROCTER AND GAMBLE COCOM742718109$11,69381,320SOLE
JPMORGAN CHASE & COCOM46625H100$11,364100,914SOLE
BERKSHIRE HATHAWAY INC DELCL B NEW84670702$11,34141,541SOLE
ISHARES TRMSCI USA MIN VOL46429B697$11,031157,115SOLE
TESLA INCCOM88160R101$11,01016,350SOLE
AUTOMATIC DATA PROCESSING INCOM53015103$10,63150,615SOLE
AMAZON COM INCCOM23135106$10,03494,473SOLE
ABBOTT LABSCOM2824100$9,83990,552SOLE
EXXON MOBIL CORPCOM30231G102$9,794114,364SOLE
ABBVIE INCCOM00287Y109$9,39661,350SOLE
PROGRESSIVE CORPCOM743315103$9,38980,753SOLE
ISHARES TRRUS MID CAP ETF464287499$8,875137,249SOLE
COSTCO WHSL CORP NEWCOM22160K105$8,71118,175SOLE
MERCK & CO INCCOM58933Y105$8,47392,939SOLE
LINCOLN ELEC HLDGS INCCOM533900106$8,15266,077SOLE
UNITEDHEALTH GROUP INCCOM91324P102$7,98715,550SOLE
PFIZER INCCOM717081103$7,802148,805SOLE
VANGUARD INDEX FDSTOTAL STK MKT922908769$7,33638,892SOLE
CISCO SYS INCCOM17275R102$7,265170,391SOLE
ISHARES TRMSCI EAFE ETF464287465$7,238115,821SOLE
ARES CAPITAL CORPCOM04010L103$7,149398,707SOLE
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844$6,90348,111SOLE
VISA INCCOM CL A92826C839$6,75434,305SOLE
VANGUARD INDEX FDSREAL ESTATE ETF922908553$6,67173,224SOLE
ALPHABET INCCAP STK CL C02079K107$6,6063,020SOLE
COCA COLA COCOM191216100$6,569104,417SOLE
MCDONALDS CORPCOM580135101$6,30425,535SOLE
INTEL CORPCOM458140100$6,275167,733SOLE
LILLY ELI & COCOM532457108$6,25519,293SOLE
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