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0001172661-18-001990
Clearstead Advisors, LLC
Total Value: $729,234,000
Total Holdings: 228
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$91,319341,953SOLE
FOREST CITY RLTY TR INCCOM CL A345605109$44,8301,786,763SOLE
VANGUARD INDEX FDSMID CAP ETF922908629$36,907224,781SOLE
COVIA HLDGS CORPCOM22305A103$26,0542,904,537SOLE
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107$25,54969,528SOLE
SPDR SERIES TRUSTS&P DIVID ETF78464A763$20,033204,568SOLE
JPMORGAN CHASE & COCOM46625H100$20,027177,485SOLE
ISHARES TRMRNGSTR LG-CP GR464287119$19,391104,329SOLE
INVESCO QQQ TRUNIT SER 146090E103$18,57099,950SOLE
APPLE INCCOM37833100$15,86070,260SOLE
ISHARES TRCORE S&P MCP ETF464287507$15,85578,766SOLE
EXXON MOBIL CORPCOM30231G102$15,721184,910SOLE
ISHARES TRRUSSELL 3000 ETF464287689$15,45789,711SOLE
MICROSOFT CORPCOM594918104$15,180132,730SOLE
ISHARES TRCORE S&P500 ETF464287200$12,54142,840SOLE
VANGUARD INDEX FDSREAL ESTATE ETF922908553$10,785133,680SOLE
PEPSICO INCCOM713448108$8,26173,890SOLE
HOME DEPOT INCCOM437076102$7,37535,602SOLE
LINCOLN ELEC HLDGS INCCOM533900106$6,89173,745SOLE
PROGRESSIVE CORP OHIOCOM743315103$6,55892,319SOLE
ABBOTT LABSCOM2824100$6,34386,468SOLE
ISHARES TRRUS MID CAP ETF464287499$6,32728,693SOLE
ZIONS BANCORPORATIONCOM989701107$5,818116,002SOLE
JOHNSON & JOHNSONCOM478160104$5,81142,060SOLE
BERKSHIRE HATHAWAY INC DELCL B NEW84670702$5,30224,766SOLE
CHEVRON CORP NEWCOM166764100$5,15242,136SOLE
DISNEY WALT COCOM DISNEY254687106$5,15244,059SOLE
AUTOMATIC DATA PROCESSING INCOM53015103$5,07733,699SOLE
INTEL CORPCOM458140100$5,026106,291SOLE
WELLS FARGO CO NEWCOM949746101$4,99595,028SOLE
ALPHABET INCCAP STK CL A02079K305$4,9264,081SOLE
ISHARES TRS&P 500 GRWT ETF464287309$4,71526,615SOLE
PFIZER INCCOM717081103$4,695106,543SOLE
ISHARES TRRUSSELL 2000 ETF464287655$4,69427,849SOLE
ISHARES TRMIN VOL USA ETF46429B697$4,54079,593SOLE
PROCTER AND GAMBLE COCOM742718109$4,52354,338SOLE
KEYCORP NEWCOM493267108$4,477225,105SOLE
3M COCOM88579Y101$4,45521,144SOLE
ISHARES TRS&P 500 VAL ETF464287408$4,45138,422SOLE
ISHARES TRCORE S&P SCP ETF464287804$4,42550,720SOLE
AMAZON COM INCCOM23135106$4,3652,179SOLE
NIKE INCCL B654106103$4,18849,432SOLE
HUNTINGTON BANCSHARES INCCOM446150104$3,862258,863SOLE
VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF921943858$3,85289,027SOLE
CISCO SYS INCCOM17275R102$3,73176,690SOLE
COCA COLA COCOM191216100$3,53976,623SOLE
ISHARES TRMSCI EAFE ETF464287465$3,51151,646SOLE
ABBVIE INCCOM00287Y109$3,49936,994SOLE
MERCK & CO INCCOM58933Y105$3,47949,038SOLE
BRISTOL MYERS SQUIBB COCOM110122108$3,45255,598SOLE
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