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Hartland & Co

Latest statistics and disclosures from Clearstead Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, IVV, IWF, AAPL, VO, and represent 22.67% of Clearstead Advisors's stock portfolio.
Added to shares of these 10 stocks: IXUS (+$24M), BSCX (+$20M), VMBS (+$18M), ZM (+$15M), IBMS (+$11M), VONE (+$10M), IEFA (+$7.3M), CROX (+$7.1M), VIG (+$6.9M), SPDW (+$6.4M).
Started 558 new stock positions in RBRK, INR, ARKO, KRO, TR, FVD, AMR, SEZL, NNI, FELG.
Reduced shares in these 10 stocks: QUAL (-$22M), BSCR (-$16M), IBMO (-$10M), PYPL (-$8.0M), STX (-$7.8M), GOOG (-$5.1M), SLB, AVGO, AGG, PG.
Sold out of its positions in ALXO, ACHV, ATNM, ABOS, IVVD, AGEN, AGYS, ANRO, AMED, ANSS.
Clearstead Advisors was a net buyer of stock by $39M.
Clearstead Advisors has $7.6B in assets under management (AUM), dropping by 7.01%.
Central Index Key (CIK): 0000842775

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Portfolio Holdings for Clearstead Advisors

Clearstead Advisors holds 3087 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Clearstead Advisors has 3087 total positions. Only the first 250 positions are shown.

Sign up to view all of the Clearstead Advisors Sept. 30, 2025 positions
Download the Clearstead Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs Put Option (Principal) (VOO)	9.5	$725M		1.2M	612.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.8	$293M		438k	669.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.4	$259M		553k	468.41	View chart
Apple (AAPL)	3.2	$245M		963k	254.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.7	$205M		697k	293.74	View chart
Microsoft Corporation (MSFT)	2.1	$162M		313k	517.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.8	$138M		541k	254.28	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$127M		681k	186.49	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.7	$126M	+5%	3.0M	42.79	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.6	$120M	+17%	2.6M	46.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$115M	+2%	606k	189.70	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$96M		2.6M	36.35	View chart
NVIDIA Corporation (NVDA)	1.2	$95M		508k	186.58	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.2	$92M		1.1M	87.03	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$88M		132k	666.18	View chart
Norfolk Southern (NSC)	1.1	$84M		279k	300.41	View chart
JPMorgan Chase & Co. (JPM)	1.1	$81M	-2%	257k	315.43	View chart
Amazon (AMZN)	1.0	$78M		355k	219.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$78M	-4%	1.4M	57.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$78M	+4%	319k	243.10	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$76M	-22%	389k	194.50	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.0	$74M		768k	96.55	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$74M	+11%	845k	87.31	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.9	$68M		564k	120.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$67M	-4%	134k	502.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$62M		945k	65.26	View chart
Oracle Corporation (ORCL)	0.8	$61M	-2%	216k	281.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$60M	+7%	502k	118.83	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.8	$59M	+6%	2.9M	20.57	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.8	$59M	+4%	3.1M	18.81	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.7	$56M	+6%	3.3M	16.90	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.7	$52M	-2%	897k	57.52	View chart
Caterpillar (CAT)	0.7	$50M	+5%	105k	477.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$46M	+3%	491k	93.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$45M		138k	328.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$45M	-10%	185k	243.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$44M		367k	120.72	View chart
Johnson & Johnson (JNJ)	0.6	$44M		236k	185.42	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.6	$43M	+8%	1.7M	25.13	View chart
Costco Wholesale Corporation (COST)	0.6	$43M	-4%	46k	925.62	View chart
Wal-Mart Stores (WMT)	0.6	$42M		409k	103.06	View chart
Neos Etf Trust Enhanced Income (HYBI)	0.5	$40M	+6%	793k	50.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.5	$39M	-28%	2.0M	19.71	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.5	$39M		277k	140.05	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$39M	-2%	102k	378.94	View chart
Eli Lilly & Co. (LLY)	0.5	$37M		49k	763.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$36M	+24%	165k	215.79	View chart
Mastercard Incorporated Cl A (MA)	0.4	$34M	-4%	60k	568.81	View chart
Broadcom (AVGO)	0.4	$31M	-12%	94k	329.91	View chart
Procter & Gamble Company (PG)	0.4	$31M	-11%	199k	153.65	View chart
Raytheon Technologies Corp (RTX)	0.4	$30M		177k	167.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$30M		146k	203.59	View chart
Pepsi (PEP)	0.4	$29M	+2%	206k	140.44	View chart
Home Depot (HD)	0.4	$28M		70k	405.19	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.4	$28M		47k	596.04	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$27M	+3%	522k	50.78	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$26M		71k	365.48	View chart
Exxon Mobil Corporation (XOM)	0.3	$26M		227k	112.75	View chart
Chevron Corporation (CVX)	0.3	$25M	+4%	163k	155.29	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$25M	+2664%	298k	82.58	View chart
Palo Alto Networks (PANW)	0.3	$24M	+4%	120k	203.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$24M	-3%	175k	137.80	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.3	$24M	+2%	923k	25.48	View chart
Abbvie (ABBV)	0.3	$24M		101k	231.54	View chart
Uber Technologies (UBER)	0.3	$24M	-4%	240k	97.97	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.3	$23M	+2%	913k	25.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$23M		113k	206.51	View chart
Booking Holdings (BKNG)	0.3	$23M		4.3k	5398.60	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.3	$23M	+2%	902k	25.53	View chart
Charles Schwab Corporation (SCHW)	0.3	$23M	+2%	241k	95.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$23M		94k	241.96	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$23M		602k	37.78	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$23M		251k	89.37	View chart
Meta Platforms Cl A (META)	0.3	$22M	+4%	30k	734.39	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.3	$21M	-2%	417k	50.74	View chart
Visa Com Cl A (V)	0.3	$21M	+2%	62k	341.38	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$21M		670k	31.53	View chart
Waste Management (WM)	0.3	$21M	+2%	95k	220.83	View chart
Intercontinental Exchange (ICE)	0.3	$21M		123k	168.48	View chart
Progressive Corporation (PGR)	0.3	$21M	-7%	84k	246.95	View chart
Live Nation Entertainment (LYV)	0.3	$21M		125k	163.40	View chart
Abbott Laboratories (ABT)	0.3	$21M	-3%	153k	133.94	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.3	$20M	NEW	950k	21.47	View chart
Key (KEY)	0.3	$20M	-8%	1.1M	18.69	View chart
Servicenow (NOW)	0.3	$19M	+7%	21k	920.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$19M	+5%	136k	140.95	View chart
Danaher Corporation (DHR)	0.2	$19M	+3%	94k	198.26	View chart
Texas Instruments Incorporated (TXN)	0.2	$19M	+3%	101k	183.73	View chart
salesforce (CRM)	0.2	$19M		78k	237.00	View chart
Take-Two Interactive Software (TTWO)	0.2	$19M		72k	258.36	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.2	$18M		34k	546.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$18M	-19%	178k	100.25	View chart
Tesla Motors (TSLA)	0.2	$18M		40k	444.72	View chart
Cisco Systems (CSCO)	0.2	$17M		253k	68.42	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (Principal) (QQQ)	0.2	$17M	+2%	29k	600.37	View chart
American Water Works (AWK)	0.2	$17M		123k	139.19	View chart
Eaton Corp SHS (ETN)	0.2	$17M	+4%	45k	374.25	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$17M		449k	37.11	View chart
CoStar (CSGP)	0.2	$16M	+2%	193k	84.37	View chart
Parker-Hannifin Corporation (PH)	0.2	$16M		21k	758.15	View chart
American Express Company (AXP)	0.2	$16M		47k	332.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$15M	-2%	255k	59.92	View chart
Super Micro Computer Com New (SMCI)	0.2	$15M	+4%	315k	47.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$15M	+26%	43k	355.47	View chart
Zoom Communications Cl A (ZM)	0.2	$15M	+6074%	181k	82.50	View chart
Zoetis Cl A (ZTS)	0.2	$14M	-3%	98k	146.32	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$14M	-5%	19.00	754200.00	View chart
Fiserv (FI)	0.2	$14M	+5%	111k	128.93	View chart
Adobe Systems Incorporated (ADBE)	0.2	$14M	+12%	40k	352.75	View chart
Altria (MO)	0.2	$14M		214k	66.08	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$14M	+54%	1.2M	11.60	View chart
O'reilly Automotive (ORLY)	0.2	$14M		130k	107.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$14M		28k	479.61	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$14M	+314%	45k	302.35	View chart
McDonald's Corporation (MCD)	0.2	$13M		44k	303.89	View chart
Crocs (CROX)	0.2	$13M	+118%	156k	83.55	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$13M	-37%	55k	236.06	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$13M		121k	106.49	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$13M	+12%	192k	65.92	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$13M		86k	145.65	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.2	$12M	-45%	478k	25.66	View chart
Coca-Cola Company (KO)	0.2	$12M	-3%	184k	66.32	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$12M	+3%	70k	170.85	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$12M		85k	139.67	View chart
International Business Machines (IBM)	0.2	$12M		42k	282.16	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.2	$12M	-3%	486k	23.94	View chart
Automatic Data Processing (ADP)	0.2	$12M	-2%	40k	293.50	View chart
Goldman Sachs (GS)	0.2	$11M		14k	796.35	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.1	$11M	NEW	434k	26.08	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$11M	+9%	121k	93.35	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.1	$11M		440k	25.60	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$11M		258k	43.30	View chart
At&t (T)	0.1	$11M	-7%	395k	28.24	View chart
Ge Aerospace Com New (GE)	0.1	$11M	+16%	37k	300.82	View chart
Lincoln Electric Holdings (LECO)	0.1	$11M		45k	235.83	View chart
Palantir Technologies Cl A Call Option (Principal) (PLTR)	0.1	$11M		58k	182.42	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$11M		354k	29.64	View chart
Lowe's Companies (LOW)	0.1	$10M	-8%	41k	251.31	View chart
Amgen (AMGN)	0.1	$10M		36k	282.20	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$10M	+47%	193k	52.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$9.6M	-9%	101k	95.14	View chart
Akamai Technologies (AKAM)	0.1	$9.6M	+6%	126k	75.76	View chart
Merck & Co (MRK)	0.1	$9.5M	-2%	113k	83.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$9.5M		127k	74.37	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$9.4M		45k	209.34	View chart
Micron Technology (MU)	0.1	$9.0M	+12%	54k	167.32	View chart
Applied Materials (AMAT)	0.1	$9.0M		44k	204.74	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$8.7M		86k	100.70	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$8.6M	-4%	62k	138.24	View chart
Ares Capital Corporation (ARCC)	0.1	$8.6M	+9%	422k	20.41	View chart
Albertsons Cos Common Stock (ACI)	0.1	$8.6M		489k	17.51	View chart
Wells Fargo & Company (WFC)	0.1	$8.5M	+4%	102k	83.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$8.5M	+7%	310k	27.30	View chart
Sherwin-Williams Company (SHW)	0.1	$8.3M	-22%	24k	346.26	View chart
Deere & Company (DE)	0.1	$8.3M	-11%	18k	457.28	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.1	$7.9M	-6%	78k	100.29	View chart
Qualcomm (QCOM)	0.1	$7.8M	+4%	47k	166.36	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$7.7M		154k	50.07	View chart
Netflix (NFLX)	0.1	$7.7M	-17%	6.4k	1198.92	View chart
Bank of America Corporation (BAC)	0.1	$7.7M	+8%	149k	51.59	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$7.5M	+11%	161k	46.81	View chart
Nextera Energy (NEE)	0.1	$7.5M	+7%	99k	75.49	View chart
TJX Companies (TJX)	0.1	$7.4M	-4%	51k	144.54	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$7.2M	-4%	51k	142.41	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$7.1M	+2%	86k	82.96	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$6.9M	+10%	25k	281.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$6.8M	-2%	212k	31.91	View chart
Walt Disney Company (DIS)	0.1	$6.7M		59k	114.50	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$6.5M	+3%	243k	26.84	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.5M		52k	123.75	View chart
Lockheed Martin Corporation (LMT)	0.1	$6.3M	-4%	13k	499.20	View chart
Arista Networks Com Shs (ANET)	0.1	$6.3M		43k	145.71	View chart
Morgan Stanley Com New (MS)	0.1	$6.3M	+7%	40k	158.96	View chart
S&p Global (SPGI)	0.1	$6.3M	-22%	13k	486.73	View chart
Northrop Grumman Corporation (NOC)	0.1	$6.3M		10k	609.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$6.2M	+10%	265k	23.28	View chart
Philip Morris International (PM)	0.1	$6.1M		38k	162.20	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$6.1M	+3%	25k	246.61	View chart
Stryker Corporation (SYK)	0.1	$6.1M	-6%	16k	369.69	View chart
UnitedHealth (UNH)	0.1	$6.0M	-5%	18k	345.30	View chart
Ge Vernova (GEV)	0.1	$5.9M		9.6k	614.90	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$5.9M	-4%	49k	119.51	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$5.8M	-2%	81k	72.44	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$5.8M		278k	20.88	View chart
Fifth Third Ban (FITB)	0.1	$5.8M	-11%	130k	44.55	View chart
Honeywell International (HON)	0.1	$5.7M	-11%	27k	210.50	View chart
Tidal Trust Iii Naacp Mino Etf (NACP)	0.1	$5.7M		119k	47.68	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$5.7M	-33%	80k	71.37	View chart
PNC Financial Services (PNC)	0.1	$5.6M	+4%	28k	200.94	View chart
2023 Etf Series Trust Eagle Capital Se (EAGL)	0.1	$5.6M	+50%	179k	31.26	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$5.5M		157k	34.92	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$5.5M		62k	88.14	View chart
TowneBank (TOWN)	0.1	$5.4M	-2%	157k	34.57	View chart
Emerson Electric (EMR)	0.1	$5.4M	-4%	41k	131.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$5.4M		59k	91.42	View chart
Southern Company (SO)	0.1	$5.3M		56k	94.77	View chart
Bristol Myers Squibb (BMY)	0.1	$5.3M		117k	45.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$5.2M	+31%	96k	54.18	View chart
Quanta Services (PWR)	0.1	$5.1M		12k	414.43	View chart
Vanguard World Health Car Etf (VHT)	0.1	$5.1M		20k	259.60	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$5.0M		89k	56.75	View chart
Blackrock (BLK)	0.1	$5.0M	+7%	4.3k	1165.85	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$4.9M	-5%	35k	142.10	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$4.8M		90k	53.87	View chart
Intel Corporation (INTC)	0.1	$4.8M	+4%	143k	33.55	View chart
Pfizer (PFE)	0.1	$4.7M	-8%	186k	25.48	View chart
Armada Hoffler Pptys (AHH)	0.1	$4.7M	-8%	666k	7.01	View chart
Truist Financial Corp equities (TFC)	0.1	$4.5M	+2%	98k	45.72	View chart
3M Company (MMM)	0.1	$4.4M	-7%	28k	155.18	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$4.4M		43k	103.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.2M	+2%	20k	208.71	View chart
Analog Devices (ADI)	0.1	$4.2M	+12%	17k	245.69	View chart
Medtronic SHS (MDT)	0.1	$4.2M	+14%	44k	95.24	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$4.2M	-39%	215k	19.56	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$4.2M	+13%	90k	46.60	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.1	$4.2M	+2%	57k	73.79	View chart
Boeing Company (BA)	0.1	$4.1M	-3%	19k	215.83	View chart
Union Pacific Corporation (UNP)	0.1	$4.0M	-15%	17k	236.37	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$4.0M	-9%	13k	294.32	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$3.9M	+15%	61k	65.01	View chart
Cme (CME)	0.1	$3.9M		15k	270.19	View chart
Verizon Communications (VZ)	0.1	$3.9M		89k	43.95	View chart
American Tower Reit (AMT)	0.1	$3.9M	-43%	20k	192.32	View chart
Intuit (INTU)	0.1	$3.8M	+25%	5.6k	682.95	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$3.8M		130k	29.62	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$3.8M		115k	33.15	View chart
Nike CL B (NKE)	0.0	$3.8M	-25%	55k	69.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$3.8M	-2%	52k	73.46	View chart
Motorola Solutions Com New (MSI)	0.0	$3.7M		8.1k	457.26	View chart
Aon Shs Cl A (AON)	0.0	$3.6M	-35%	10k	356.58	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$3.6M	+3%	211k	17.27	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$3.6M		12k	309.74	View chart
CSX Corporation (CSX)	0.0	$3.6M	-2%	101k	35.51	View chart
Thermo Fisher Scientific (TMO)	0.0	$3.6M		7.3k	485.00	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$3.6M	+34%	36k	99.53	View chart
Chubb (CB)	0.0	$3.6M	-3%	13k	282.24	View chart
Markel Corporation (MKL)	0.0	$3.5M	-37%	1.8k	1911.36	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$3.5M	-29%	84k	42.13	View chart
Corning Incorporated (GLW)	0.0	$3.5M	-2%	43k	82.03	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$3.5M	+16%	164k	21.22	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$3.5M	-10%	12k	293.79	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$3.5M		32k	106.78	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$3.4M	-2%	36k	95.89	View chart
Colgate-Palmolive Company (CL)	0.0	$3.4M		43k	79.94	View chart
Cincinnati Financial Corporation (CINF)	0.0	$3.4M	-8%	22k	158.10	View chart
Linde SHS (LIN)	0.0	$3.4M		7.1k	474.97	View chart
Air Products & Chemicals (APD)	0.0	$3.4M	+2%	12k	272.71	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$3.3M		74k	44.69	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.0	$3.3M	+26%	61k	54.40	View chart
Illinois Tool Works (ITW)	0.0	$3.3M	-3%	13k	260.75	View chart

Past Filings by Clearstead Advisors

SEC 13F filings are viewable for Clearstead Advisors going back to 2016

Clearstead Advisors 2025 Q3 filed Nov. 10, 2025
Clearstead Advisors 2025 Q2 filed Aug. 8, 2025
Clearstead Advisors 2025 Q1 filed May 13, 2025
Clearstead Advisors 2024 Q4 filed Feb. 10, 2025
Clearstead Advisors 2024 Q3 filed Nov. 13, 2024
Clearstead Advisors 2024 Q2 filed Aug. 12, 2024
Clearstead Advisors 2024 Q1 filed May 14, 2024
Clearstead Advisors 2023 Q4 filed Feb. 12, 2024
Clearstead Advisors 2023 Q3 amended filed Nov. 13, 2023
Clearstead Advisors 2023 Q3 filed Nov. 7, 2023
Clearstead Advisors 2023 Q2 filed Aug. 7, 2023
Clearstead Advisors 2023 Q1 filed May 9, 2023
Clearstead Advisors 2022 Q4 filed Feb. 14, 2023
Clearstead Advisors 2022 Q3 filed Nov. 15, 2022
Clearstead Advisors 2022 Q2 filed Aug. 12, 2022
Clearstead Advisors 2022 Q1 filed May 4, 2022

View all past filings

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