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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, AAPL, IWF, VO, and represent 22.28% of Clearstead Advisors's stock portfolio.
Added to shares of these 10 stocks: BSCX (+$32M), META (+$20M), RSP (+$14M), NOW (+$13M), IBMS (+$12M), VMBS (+$9.3M), AVGO (+$8.6M), MSFT (+$8.0M), AAPL (+$7.9M), NVDA (+$7.3M).
Started 245 new stock positions in NTES, SVOL, HFWA, AGL, SOLS, SBLK, VCYT, DFGP, CZR, OTF.
Reduced shares in these 10 stocks: BSCR (-$30M), IBMO (-$11M), ZTS (-$9.5M), FI (-$6.1M), NSC, IEMG, RWR, VOO, JEPI, IVV.
Sold out of its positions in ACMR, AFCG, AMCX, AMN, POWW, ATNI, ABX, JEQ, ACEL, ARAY.
Clearstead Advisors was a net buyer of stock by $223M.
Clearstead Advisors has $7.9B in assets under management (AUM), dropping by 4.13%.
Central Index Key (CIK): 0000842775

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Positions held by Hartland & Co consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clearstead Advisors

Clearstead Advisors holds 2726 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Clearstead Advisors has 2726 total positions. Only the first 250 positions are shown.

Sign up to view all of the Clearstead Advisors Dec. 31, 2025 positions
Download the Clearstead Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Put Put Option (Principal) (VOO)	9.3	$739M		1.2M	627.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$297M		433k	684.94	View chart
Apple Put Put Option (Principal) (AAPL)	3.4	$270M	+3%	992k	271.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.3	$259M		548k	473.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.6	$204M		702k	290.22	View chart
Microsoft Corporation (MSFT)	2.0	$159M	+5%	330k	483.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.8	$141M		546k	257.95	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.7	$135M	+3%	3.0M	44.41	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$133M		694k	190.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.6	$131M	+12%	681k	191.56	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.6	$129M	+7%	2.7M	47.08	View chart
Nvidia Corporation Put Put Option (Principal) (NVDA)	1.3	$102M	+7%	547k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$101M		324k	313.00	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$101M		2.7M	38.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$95M	+5%	139k	681.92	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.2	$93M		1.1M	88.08	View chart
Amazon (AMZN)	1.1	$88M	+7%	381k	230.82	View chart
JPMorgan Chase & Co. (JPM)	1.1	$84M		260k	322.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$83M	+9%	924k	89.46	View chart
Norfolk Southern (NSC)	1.0	$77M	-5%	265k	288.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$77M		385k	198.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$75M	-4%	1.3M	57.25	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$74M		765k	96.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$69M	+2%	137k	502.65	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.8	$67M	-2%	549k	121.75	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.8	$64M	+8%	3.4M	18.84	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.8	$63M	+6%	3.1M	20.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$62M		941k	66.00	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.8	$61M	+7%	3.6M	16.92	View chart
Alphabet Put Put Option (Principal) (GOOG)	0.8	$61M	+4%	193k	313.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$59M	-2%	491k	120.18	View chart
Caterpillar (CAT)	0.7	$58M	-3%	101k	572.87	View chart
Eli Lilly & Co. (LLY)	0.7	$53M		49k	1074.69	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.7	$53M		887k	59.28	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.7	$53M	+157%	2.4M	21.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$50M	+6%	523k	96.03	View chart
Johnson & Johnson (JNJ)	0.6	$49M		236k	206.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$48M	+2%	142k	335.27	View chart
Wal-Mart Stores (WMT)	0.6	$46M		416k	111.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$46M		369k	123.26	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.6	$44M	+3%	1.8M	25.08	View chart
Neos Etf Trust Enhanced Income (HYBI)	0.5	$43M	+6%	846k	50.33	View chart
Broadcom (AVGO)	0.5	$41M	+26%	119k	346.10	View chart
Oracle Corporation (ORCL)	0.5	$41M	-2%	211k	194.91	View chart
Costco Wholesale Corporation (COST)	0.5	$41M	+2%	47k	862.35	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$39M		102k	386.85	View chart
Meta Platforms Cl A (META)	0.5	$39M	+99%	59k	660.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$38M	+6%	175k	219.78	View chart
Spdr Series Trust State Street Spd (SDY)	0.5	$38M		275k	139.16	View chart
Mastercard Incorporated Cl A (MA)	0.4	$35M		61k	570.88	View chart
Raytheon Technologies Corp (RTX)	0.4	$32M		175k	183.40	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$32M	+19%	623k	50.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$31M	+2%	149k	210.34	View chart
Pepsi (PEP)	0.4	$30M		209k	143.52	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$30M	+10%	79k	373.44	View chart
Exxon Mobil Corporation (XOM)	0.4	$28M	+3%	236k	120.34	View chart
Procter & Gamble Company (PG)	0.4	$28M		196k	143.31	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$28M	+10%	328k	84.64	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$27M	-4%	44k	603.28	View chart
Chevron Corporation (CVX)	0.3	$26M	+4%	171k	152.41	View chart
Home Depot (HD)	0.3	$25M	+3%	73k	344.10	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.3	$25M	+5%	962k	25.57	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.3	$24M	+3%	957k	25.39	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.3	$24M	+5%	952k	25.43	View chart
Charles Schwab Corporation (SCHW)	0.3	$24M		242k	99.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$24M		114k	212.07	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$24M		171k	141.06	View chart
Booking Holdings (BKNG)	0.3	$24M	+2%	4.4k	5355.09	View chart
Abbvie (ABBV)	0.3	$23M		102k	228.49	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$23M		251k	92.30	View chart
Visa Com Cl A (V)	0.3	$23M	+6%	66k	350.71	View chart
Danaher Corporation (DHR)	0.3	$23M	+6%	100k	228.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$23M		93k	246.16	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.3	$23M	+102%	877k	26.06	View chart
Palo Alto Networks (PANW)	0.3	$23M		122k	184.20	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$22M		676k	32.57	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$22M	-2%	585k	37.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$22M	+22%	217k	99.88	View chart
salesforce (CRM)	0.3	$21M	+3%	81k	264.91	View chart
Waste Management (WM)	0.3	$21M	+2%	97k	219.71	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.3	$21M		415k	51.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$21M	+9%	149k	143.52	View chart
Tesla Motors (TSLA)	0.3	$21M	+16%	47k	449.72	View chart
Intercontinental Exchange (ICE)	0.3	$21M	+3%	127k	161.96	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.3	$20M		34k	605.01	View chart
Key (KEY)	0.3	$20M	-7%	978k	20.64	View chart
Uber Technologies (UBER)	0.3	$20M	+2%	245k	81.71	View chart
Cisco Systems (CSCO)	0.3	$20M		258k	77.03	View chart
Progressive Corporation (PGR)	0.2	$19M		85k	227.72	View chart
Abbott Laboratories (ABT)	0.2	$19M		152k	125.29	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$19M	+38%	1.7M	11.24	View chart
Take-Two Interactive Software (TTWO)	0.2	$18M		72k	256.03	View chart
Parker-Hannifin Corporation (PH)	0.2	$18M		21k	878.96	View chart
Live Nation Entertainment (LYV)	0.2	$18M		127k	142.50	View chart
American Express Company (AXP)	0.2	$18M		48k	369.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$17M		43k	396.31	View chart
Zoom Communications Cl A (ZM)	0.2	$17M	+7%	195k	86.29	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$17M		450k	36.83	View chart
Texas Instruments Incorporated (TXN)	0.2	$17M	-5%	95k	173.49	View chart
Servicenow (NOW)	0.2	$16M	+412%	107k	153.19	View chart
Eaton Corp SHS (ETN)	0.2	$16M	+12%	51k	318.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$16M		256k	62.47	View chart
Invesco Qqq Tr Put Put Option (Principal) (QQQ)	0.2	$16M	-9%	26k	614.31	View chart
American Water Works (AWK)	0.2	$16M		122k	130.50	View chart
Albertsons Cos Common Stock (ACI)	0.2	$15M	+82%	890k	17.17	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$14M		19.00	754800.00	View chart
Micron Technology (MU)	0.2	$14M	-7%	50k	285.41	View chart
McDonald's Corporation (MCD)	0.2	$14M	+5%	46k	305.64	View chart
Coca-Cola Company (KO)	0.2	$14M	+8%	199k	69.91	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$14M		45k	309.04	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$14M		28k	487.87	View chart
Goldman Sachs (GS)	0.2	$13M	+3%	15k	878.97	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$13M		121k	107.11	View chart
International Business Machines (IBM)	0.2	$13M	+2%	43k	296.21	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$12M	-17%	45k	275.39	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$12M	+21%	234k	52.41	View chart
Adobe Systems Incorporated (ADBE)	0.2	$12M	-13%	35k	349.99	View chart
Ge Aerospace Com New (GE)	0.2	$12M	+5%	39k	308.03	View chart
Altria (MO)	0.2	$12M	-2%	207k	57.67	View chart
O'reilly Automotive (ORLY)	0.2	$12M		131k	91.21	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$12M		84k	141.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$12M	-7%	79k	148.69	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$12M	+50%	232k	50.29	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$12M	+3%	125k	93.08	View chart
Amgen (AMGN)	0.1	$12M		36k	327.31	View chart
Merck & Co (MRK)	0.1	$12M	-2%	110k	105.26	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$12M		487k	23.67	View chart
Applied Materials (AMAT)	0.1	$12M		45k	256.99	View chart
Akamai Technologies (AKAM)	0.1	$11M	+3%	130k	87.25	View chart
Lowe's Companies (LOW)	0.1	$11M	+14%	47k	241.16	View chart
Spdr Series Trust State Street Spd (SJNK)	0.1	$11M		446k	25.32	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$11M		257k	42.87	View chart
CoStar (CSGP)	0.1	$11M	-16%	161k	67.24	View chart
Crocs (CROX)	0.1	$11M	-19%	126k	85.52	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$11M		70k	154.14	View chart
Lincoln Electric Holdings (LECO)	0.1	$11M	-2%	44k	239.64	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$10M	-2%	347k	30.07	View chart
Automatic Data Processing (ADP)	0.1	$10M	+2%	40k	257.23	View chart
Palantir Technologies Call Call Option (Principal) (PLTR)	0.1	$10M		57k	177.75	View chart
At&t (T)	0.1	$10M	+2%	405k	24.84	View chart
Wells Fargo & Company (WFC)	0.1	$10M	+6%	108k	93.20	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$10M	+5%	48k	209.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$9.6M		129k	74.07	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$9.2M	-76%	466k	19.74	View chart
Bank of America Corporation (BAC)	0.1	$8.8M	+8%	161k	55.00	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$8.8M	-31%	131k	67.22	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$8.8M		62k	141.49	View chart
Qualcomm (QCOM)	0.1	$8.4M	+3%	49k	171.05	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$8.4M	-3%	83k	100.38	View chart
Deere & Company (DE)	0.1	$8.3M		18k	465.56	View chart
TJX Companies (TJX)	0.1	$8.3M	+5%	54k	153.61	View chart
Nextera Energy (NEE)	0.1	$8.2M	+2%	102k	80.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$7.9M	-17%	84k	94.16	View chart
Sherwin-Williams Company (SHW)	0.1	$7.8M		24k	324.02	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$7.5M		161k	46.81	View chart
Morgan Stanley Com New (MS)	0.1	$7.3M	+4%	41k	177.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$7.3M	-13%	267k	27.43	View chart
Super Micro Computer Com New (SMCI)	0.1	$7.3M	-20%	249k	29.27	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$7.2M		87k	82.82	View chart
Netflix (NFLX)	0.1	$7.2M	+1091%	76k	93.76	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$7.0M	+5%	26k	268.30	View chart
Stryker Corporation (SYK)	0.1	$7.0M	+21%	20k	351.47	View chart
Ares Capital Corporation (ARCC)	0.1	$7.0M	-17%	346k	20.23	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$7.0M	+97%	48k	143.97	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$7.0M		51k	136.94	View chart
Walt Disney Company (DIS)	0.1	$6.8M	+2%	60k	113.77	View chart
S&p Global (SPGI)	0.1	$6.8M		13k	522.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$6.8M		208k	32.62	View chart
Bristol Myers Squibb (BMY)	0.1	$6.8M	+7%	126k	53.94	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$6.8M	+4%	253k	26.68	View chart
2023 Etf Series Trust Eagle Capital Se (EAGL)	0.1	$6.6M	+13%	202k	32.46	View chart
Ge Vernova (GEV)	0.1	$6.5M	+4%	10k	653.60	View chart
Lockheed Martin Corporation (LMT)	0.1	$6.5M	+6%	14k	483.68	View chart
Truist Financial Corp equities (TFC)	0.1	$6.4M	+32%	130k	49.21	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$6.3M	+7%	86k	73.56	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$6.3M		261k	24.04	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$6.2M		89k	69.40	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$6.1M	+4%	290k	20.88	View chart
Philip Morris International (PM)	0.1	$6.0M		38k	160.40	View chart
Arista Networks Com Shs (ANET)	0.1	$6.0M	+6%	46k	131.03	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$5.9M		79k	74.17	View chart
Northrop Grumman Corporation (NOC)	0.1	$5.8M		10k	570.23	View chart
Honeywell International (HON)	0.1	$5.8M	+8%	30k	195.09	View chart
Quanta Services (PWR)	0.1	$5.8M	+10%	14k	422.04	View chart
PNC Financial Services (PNC)	0.1	$5.8M		28k	208.72	View chart
UnitedHealth (UNH)	0.1	$5.7M		17k	330.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.7M	+45%	75k	75.44	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$5.7M		157k	35.92	View chart
Fifth Third Ban (FITB)	0.1	$5.6M	-7%	120k	46.81	View chart
Vanguard World Health Car Etf (VHT)	0.1	$5.6M		20k	287.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$5.6M	+392%	70k	79.73	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$5.5M		62k	89.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$5.5M	+6%	102k	53.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$5.4M	+3%	61k	88.49	View chart
Emerson Electric (EMR)	0.1	$5.4M		41k	132.72	View chart
Duke Energy Corp Com New (DUK)	0.1	$5.3M	-12%	45k	117.21	View chart
Intel Corporation (INTC)	0.1	$5.3M		144k	36.90	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$5.3M	-9%	44k	119.35	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$5.3M	+29%	79k	67.13	View chart
TowneBank (TOWN)	0.1	$5.2M		157k	33.37	View chart
Tidal Trust Iii Naacp Mino Etf (NACP)	0.1	$5.2M	-11%	106k	49.27	View chart
Medtronic SHS (MDT)	0.1	$5.0M	+17%	52k	96.06	View chart
Southern Company (SO)	0.1	$5.0M	+2%	57k	87.20	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$4.9M	+15%	150k	33.02	View chart
Chubb (CB)	0.1	$4.9M	+24%	16k	312.11	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$4.9M		35k	141.14	View chart
Blackrock (BLK)	0.1	$4.8M	+5%	4.5k	1070.22	View chart
3M Company (MMM)	0.1	$4.8M	+4%	30k	160.10	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.7M	+54%	8.4k	566.33	View chart
Boeing Company (BA)	0.1	$4.6M	+12%	21k	217.12	View chart
Pfizer (PFE)	0.1	$4.6M		185k	24.90	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$4.6M	-6%	84k	54.77	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.1	$4.5M	+8%	62k	73.84	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$4.5M	+13%	131k	34.28	View chart
Capital One Financial (COF)	0.1	$4.5M	+21%	18k	242.36	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$4.4M		43k	104.07	View chart
Analog Devices (ADI)	0.1	$4.3M	-7%	16k	271.19	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$4.3M	+43%	17k	258.80	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$4.3M		91k	47.16	View chart
Armada Hoffler Pptys (AHH)	0.1	$4.3M	-2%	648k	6.62	View chart
Intuit (INTU)	0.1	$4.3M	+14%	6.4k	662.49	View chart
Union Pacific Corporation (UNP)	0.1	$4.2M	+8%	18k	231.32	View chart
American Tower Reit (AMT)	0.1	$4.2M	+19%	24k	175.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.2M	-2%	20k	211.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$4.2M		215k	19.57	View chart
Advanced Micro Devices (AMD)	0.1	$4.2M	+14%	20k	214.16	View chart
Thermo Fisher Scientific (TMO)	0.1	$4.1M	-2%	7.1k	579.41	View chart
Cme (CME)	0.1	$4.1M	+3%	15k	273.09	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$4.1M	+33%	67k	61.36	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$4.0M		13k	300.33	View chart
Markel Corporation (MKL)	0.1	$4.0M		1.9k	2149.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.0M	+9%	39k	101.98	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$3.9M	+13%	186k	21.15	View chart
Aon Shs Cl A (AON)	0.0	$3.7M	+3%	11k	352.88	View chart
Spdr Series Trust State Street Spd (RWR)	0.0	$3.7M	-51%	38k	98.23	View chart
Verizon Communications (VZ)	0.0	$3.7M	+2%	90k	40.73	View chart
CSX Corporation (CSX)	0.0	$3.7M		101k	36.25	View chart
Nike CL B (NKE)	0.0	$3.6M	+4%	57k	63.71	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$3.6M		84k	43.26	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$3.6M		209k	17.35	View chart
Citigroup Com New (C)	0.0	$3.6M	+9%	31k	116.69	View chart
TransDigm Group Incorporated (TDG)	0.0	$3.6M	+9%	2.7k	1329.87	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.0	$3.6M	+8%	66k	54.30	View chart
Lam Research Corp Com New (LRCX)	0.0	$3.6M	+6%	21k	171.19	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$3.5M		36k	96.88	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$3.5M		33k	106.70	View chart
Corning Incorporated (GLW)	0.0	$3.5M	-6%	40k	87.56	View chart
Cincinnati Financial Corporation (CINF)	0.0	$3.5M		21k	163.32	View chart
Colgate-Palmolive Company (CL)	0.0	$3.5M	+2%	44k	79.02	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$3.5M		75k	46.59	View chart

Past Filings by Clearstead Advisors

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

Clearstead Advisors 2025 Q4 filed Feb. 9, 2026
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

View all past filings

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