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0000842775-22-000004
Clearstead Advisors, LLC
Total Value: $1,085,429,000
Total Holdings: 1325
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$137,955420,144SOLE
APPLE INCCOM37833100$45,793331,350SOLE
VANGUARD INDEX FDSMID CAP ETF922908629$39,614210,738SOLE
MICROSOFT CORPCOM594918104$33,014141,752SOLE
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q332$21,804425,609SOLE
VANGUARD INDEX FDSSMALL CP ETF922908751$21,006122,907SOLE
ISHARES TRCORE S&P MCP ETF464287507$20,67994,311SOLE
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107$19,74049,147SOLE
ISHARES TRCORE S&P500 ETF464287200$19,43354,183SOLE
ISHARES TRRUSSELL 3000 ETF464287689$19,09392,221SOLE
SPDR SER TRS&P DIVID ETF78464A763$18,592166,747SOLE
SPDR S&P 500 ETF TRTR UNIT78462F103$17,87950,056SOLE
TESLA INCCOM88160R101$13,01749,075SOLE
PEPSICO INCCOM713448108$12,70877,837SOLE
HOME DEPOT INCCOM437076102$11,47741,591SOLE
ALPHABET INCCAP STK CL A02079K305$11,093115,980SOLE
ISHARES TRCORE S&P SCP ETF464287804$10,992126,075SOLE
BERKSHIRE HATHAWAY INC DELCL B NEW84670702$10,44039,097SOLE
JPMORGAN CHASE & COCOM46625H100$10,34699,002SOLE
ISHARES TRRUS 1000 ETF464287622$10,15551,463SOLE
ISHARES TRMSCI USA MIN VOL46429B697$9,987151,086SOLE
JOHNSON & JOHNSONCOM478160104$9,67659,228SOLE
PROGRESSIVE CORPCOM743315103$9,40180,896SOLE
PROCTER AND GAMBLE COCOM742718109$9,01571,404SOLE
AMAZON COM INCCOM23135106$8,93279,047SOLE
COSTCO WHSL CORP NEWCOM22160K105$8,82118,677SOLE
EXXON MOBIL CORPCOM30231G102$8,55497,967SOLE
ABBOTT LABSCOM2824100$8,51888,030SOLE
ISHARES TRRUS MID CAP ETF464287499$8,487136,549SOLE
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844$8,47062,665SOLE
LINCOLN ELEC HLDGS INCCOM533900106$8,30866,080SOLE
AUTOMATIC DATA PROCESSING INCOM53015103$7,23231,972SOLE
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742$6,98588,558SOLE
ARES CAPITAL CORPCOM04010L103$6,616391,967SOLE
ABBVIE INCCOM00287Y109$6,40147,695SOLE
ISHARES TRMSCI EAFE ETF464287465$6,089108,706SOLE
VANGUARD INDEX FDSREAL ESTATE ETF922908553$6,07975,830SOLE
VANGUARD INDEX FDSTOTAL STK MKT922908769$5,97033,265SOLE
MERCK & CO INCCOM58933Y105$5,88868,365SOLE
ALPHABET INCCAP STK CL C02079K107$5,76459,945SOLE
CISCO SYS INCCOM17275R102$5,698142,446SOLE
PFIZER INCCOM717081103$5,661129,355SOLE
LILLY ELI & COCOM532457108$5,39716,690SOLE
VISA INCCOM CL A92826C839$5,29729,818SOLE
UNITEDHEALTH GROUP INCCOM91324P102$5,19710,291SOLE
COCA COLA COCOM191216100$5,03489,864SOLE
BRISTOL-MYERS SQUIBB COCOM110122108$5,03370,791SOLE
ISHARES TRS&P 500 GRWT ETF464287309$5,02486,851SOLE
KEYCORPCOM493267108$4,808300,100SOLE
DISNEY WALT COCOM254687106$4,71149,941SOLE
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