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0000842775-24-000001
Clearstead Advisors, LLC
Total Value: $1,884,349,603
Total Holdings: 1516
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$189,499,115433,835SOLE
APPLE INCCOM37833100$93,069,223483,401SOLE
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q332$63,217,0371,149,642SOLE
VANGUARD INDEX FDSMID CAP ETF922908629$62,302,914267,808SOLE
MICROSOFT CORPCOM594918104$57,794,128153,691SOLE
ISHARES TRCORE S&P MCP ETF464287507$39,363,304142,029SOLE
ISHARES TRCORE S&P500 ETF464287200$37,462,97278,435SOLE
VANGUARD INDEX FDSSMALL CP ETF922908751$34,352,022161,028SOLE
SPDR S&P 500 ETF TRTR UNIT78462F103$33,794,75071,100SOLE
ISHARES TRCORE S&P SCP ETF464287804$32,254,682297,965SOLE
SPDR SER TRS&P DIVID ETF78464A763$31,137,921249,163SOLE
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107$27,301,23653,808SOLE
SCHWAB STRATEGIC TRINT-TRM U.S TRES808524854$25,250,451507,853SOLE
ISHARES TRS&P 500 GRWT ETF464287309$25,213,581335,733SOLE
ISHARES TRRUSSELL 3000 ETF464287689$24,546,22389,670SOLE
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844$21,770,628127,762SOLE
VANGUARD INDEX FDSTOTAL STK MKT922908769$21,610,99491,101SOLE
JPMORGAN CHASE & COCOM46625H100$20,499,046120,512SOLE
ALPHABET INCCAP STK CL A02079K305$20,407,732146,093SOLE
BERKSHIRE HATHAWAY INC DELCL B NEW84670702$19,811,10855,546SOLE
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742$18,466,785179,498SOLE
AMAZON COM INCCOM23135106$18,211,884119,862SOLE
ISHARES TRS&P 500 VAL ETF464287408$17,903,440102,958SOLE
ISHARES TR0-3 MNTH TREASRY46436E718$17,574,706175,274SOLE
LINCOLN ELEC HLDGS INCCOM533900106$16,102,34574,047SOLE
HOME DEPOT INCCOM437076102$15,600,85245,018SOLE
ALPHABET INCCAP STK CL C02079K107$14,782,946104,896SOLE
PEPSICO INCCOM713448108$14,104,37483,045SOLE
COSTCO WHSL CORP NEWCOM22160K105$13,475,06020,414SOLE
JOHNSON & JOHNSONCOM478160104$13,110,59483,645SOLE
ELI LILLY & COCOM532457108$13,107,25222,486SOLE
PROCTER AND GAMBLE COCOM742718109$12,211,41083,332SOLE
PROGRESSIVE CORPCOM743315103$12,121,41676,101SOLE
ISHARES TRRUS 1000 ETF464287622$11,754,06344,818SOLE
ISHARES TRMSCI USA MIN VOL46429B697$11,724,588150,257SOLE
MCDONALDS CORPCOM580135101$10,866,58636,648SOLE
EXXON MOBIL CORPCOM30231G102$10,835,882108,380SOLE
VISA INCCOM CL A92826C839$10,715,87341,159SOLE
ABBOTT LABSCOM2824100$10,286,74093,456SOLE
ISHARES TRRUS MID CAP ETF464287499$9,898,595127,346SOLE
ISHARES TRMSCI EAFE ETF464287465$9,301,598123,445SOLE
TESLA INCCOM88160R101$8,759,13635,251SOLE
ABBVIE INCCOM00287Y109$8,404,20354,231SOLE
ISHARES TRCORE MSCI EAFE46432F842$8,110,688115,291SOLE
KEYCORPCOM493267108$8,109,143563,135SOLE
MERCK & CO INCCOM58933Y105$7,967,73073,085SOLE
VANGUARD MUN BD FDSTAX EXEMPT BD922907746$7,884,555154,448SOLE
CISCO SYS INCCOM17275R102$7,645,236151,331SOLE
ARES CAPITAL CORPCOM04010L103$7,559,484377,408SOLE
ORACLE CORPCOM68389X105$7,421,36370,391SOLE
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