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0000842775-24-000003
Clearstead Advisors, LLC
Total Value: $2,020,005,097
Total Holdings: 1545
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$208,633,008435,769SOLE
APPLE INCCOM37833100$86,999,101467,034SOLE
VANGUARD INDEX FDSMID CAP ETF922908629$68,084,347277,646SOLE
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q332$68,008,3121,191,874SOLE
MICROSOFT CORPCOM594918104$63,454,680153,376SOLE
ISHARES TRCORE S&P MCP ETF464287507$47,698,316797,898SOLE
ISHARES TRCORE S&P500 ETF464287200$44,227,44384,473SOLE
SPDR S&P 500 ETF TRTR UNIT78462F103$39,610,55676,041SOLE
VANGUARD INDEX FDSSMALL CP ETF922908751$36,977,656165,893SOLE
ISHARES TRCORE S&P SCP ETF464287804$36,705,101335,789SOLE
SPDR SER TRS&P DIVID ETF78464A763$32,174,365244,989SOLE
SCHWAB STRATEGIC TRINT-TRM U.S TRES808524854$29,818,900616,985SOLE
ISHARES TRS&P 500 GRWT ETF464287309$29,193,036344,461SOLE
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107$29,034,24653,051SOLE
ISHARES TRRUSSELL 3000 ETF464287689$26,702,10689,677SOLE
ALPHABET INCCAP STK CL A02079K305$25,122,519148,531SOLE
VANGUARD INDEX FDSTOTAL STK MKT922908769$23,750,22991,987SOLE
BERKSHIRE HATHAWAY INC DELCL B NEW84670702$23,477,86657,093SOLE
JPMORGAN CHASE & COCOM46625H100$23,442,857117,963SOLE
AMAZON COM INCCOM23135106$23,023,025123,402SOLE
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844$20,687,659114,322SOLE
ISHARES TRS&P 500 VAL ETF464287408$19,810,917107,574SOLE
ALPHABET INCCAP STK CL C02079K107$17,843,099104,407SOLE
PROGRESSIVE CORPCOM743315103$17,475,49082,272SOLE
COSTCO WHSL CORP NEWCOM22160K105$16,274,70520,996SOLE
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742$16,164,956146,210SOLE
HOME DEPOT INCCOM437076102$15,358,81545,046SOLE
LINCOLN ELEC HLDGS INCCOM533900106$15,349,18766,257SOLE
ELI LILLY & COCOM532457108$15,114,38819,948SOLE
PEPSICO INCCOM713448108$14,573,97980,564SOLE
PROCTER AND GAMBLE COCOM742718109$13,980,66384,287SOLE
EXXON MOBIL CORPCOM30231G102$12,826,381108,781SOLE
ISHARES TR0-3 MNTH TREASRY46436E718$12,598,080125,379SOLE
JOHNSON & JOHNSONCOM478160104$12,338,77181,595SOLE
ISHARES TRRUS 1000 ETF464287622$12,135,57042,388SOLE
ISHARES TRMSCI USA MIN VOL46429B697$12,102,102145,967SOLE
NVIDIA CORPORATIONCOM67066G104$11,715,24112,959SOLE
VISA INCCOM CL A92826C839$11,435,02540,929SOLE
ISHARES TRRUS MID CAP ETF464287499$10,215,027124,195SOLE
FTAI AVIATION LTDSHSG3730V105$10,028,580130,836SOLE
MCDONALDS CORPCOM580135101$9,864,83936,359SOLE
ABBOTT LABSCOM2824100$9,462,74890,319SOLE
MERCK & CO INCCOM58933Y105$9,409,96272,782SOLE
VANGUARD MUN BD FDSTAX EXEMPT BD922907746$9,177,498182,709SOLE
ISHARES TRCORE MSCI EAFE46432F842$9,096,764121,826SOLE
EATON CORP PLCSHSG29183103$9,001,00527,399SOLE
ISHARES TRMSCI EAFE ETF464287465$8,760,935109,048SOLE
ABBVIE INCCOM00287Y109$8,643,72353,595SOLE
ARES CAPITAL CORPCOM04010L103$8,633,344408,389SOLE
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V357$8,251,18849,685SOLE
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