Hartland & Co

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

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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 1375 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Clearstead Advisors has 1375 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.4 $172M 422k 407.33
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Apple (AAPL) 5.2 $86M +25% 442k 193.97
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Vanguard Index Fds Mid Cap Etf (VO) 3.3 $55M +9% 250k 220.16
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J P Morgan Exchange Traded F Equity Premium (JEPI) 3.2 $52M +19% 946k 55.33
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Microsoft Corporation (MSFT) 3.1 $51M 151k 340.54
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Spdr Ser Tr S&p Divid Etf (SDY) 2.1 $35M 285k 122.58
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $32M +23% 71k 443.28
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Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $31M +12% 120k 261.48
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Vanguard Index Fds Small Cp Etf (VB) 1.8 $30M +11% 153k 198.89
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Ishares Tr Core S&p500 Etf (IVV) 1.8 $30M +6% 66k 445.71
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.6 $26M -2% 54k 478.91
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $24M +366% 333k 70.48
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Ishares Tr Russell 3000 Etf (IWV) 1.4 $23M 92k 254.48
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Ishares Tr Core S&p Scp Etf (IJR) 1.4 $23M +37% 230k 99.65
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.2 $20M -2% 206k 96.98
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Vanguard Specialized Funds Div App Etf (VIG) 1.2 $19M +13% 118k 162.43
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $18M +24% 52k 341.00
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JPMorgan Chase & Co. (JPM) 1.0 $17M +15% 116k 145.44
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Ishares Tr S&p 500 Val Etf (IVE) 1.0 $16M +263% 100k 161.19
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Alphabet Cap Stk Cl A (GOOGL) 1.0 $16M +7% 134k 119.70
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.9 $15M -7% 150k 100.63
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Pepsi (PEP) 0.9 $15M 80k 185.22
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Home Depot (HD) 0.9 $14M +6% 45k 310.64
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Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $14M +34% 62k 220.28
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Lincoln Electric Holdings (LECO) 0.8 $13M +3% 68k 198.63
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Johnson & Johnson (JNJ) 0.8 $13M +30% 81k 165.52
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Amazon (AMZN) 0.8 $13M +17% 98k 130.36
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Procter & Gamble Company (PG) 0.7 $12M +8% 81k 151.74
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Ishares Tr Msci Usa Min Vol (USMV) 0.7 $12M 155k 74.33
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Exxon Mobil Corporation (XOM) 0.7 $11M +19% 107k 107.25
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Alphabet Cap Stk Cl C (GOOG) 0.7 $11M +33% 91k 120.97
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Ishares Tr Rus 1000 Etf (IWB) 0.7 $11M 45k 243.74
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Costco Wholesale Corporation (COST) 0.7 $11M +3% 20k 538.37
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.6 $11M NEW 215k 49.28
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Eli Lilly & Co. (LLY) 0.6 $10M +28% 22k 468.99
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Progressive Corporation (PGR) 0.6 $10M 78k 132.37
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McDonald's Corporation (MCD) 0.6 $10M +65% 34k 298.41
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Abbott Laboratories (ABT) 0.6 $10M +4% 94k 109.02
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Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $9.5M -2% 131k 73.03
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Visa Com Cl A (V) 0.6 $9.1M +16% 38k 237.48
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Tesla Motors (TSLA) 0.5 $8.7M -29% 33k 261.77
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Ares Capital Corporation (ARCC) 0.5 $8.1M 433k 18.79
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Merck & Co (MRK) 0.5 $8.1M +3% 70k 115.39
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Oracle Corporation (ORCL) 0.5 $8.0M 67k 119.09
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.5 $7.6M +20% 97k 78.49
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $7.6M 105k 72.50
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Cisco Systems (CSCO) 0.4 $7.3M +2% 141k 51.74
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Abbvie (ABBV) 0.4 $7.1M +12% 53k 134.73
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Automatic Data Processing (ADP) 0.4 $6.8M 31k 219.79
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.4 $6.7M +21% 33k 201.56
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Mastercard Incorporated Cl A (MA) 0.4 $6.6M +6% 17k 393.30
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $6.5M +8% 96k 67.50
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Coca-Cola Company (KO) 0.4 $6.5M +4% 107k 60.22
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $6.4M -2% 76k 83.56
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Pfizer (PFE) 0.4 $5.9M +20% 162k 36.68
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $5.8M -7% 142k 40.68
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Chevron Corporation (CVX) 0.3 $5.6M +16% 36k 157.35
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UnitedHealth (UNH) 0.3 $5.6M 12k 480.66
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Target Corporation (TGT) 0.3 $5.4M +27% 41k 131.90
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $5.4M 100k 54.41
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American Express Company (AXP) 0.3 $5.4M +60% 31k 174.20
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $5.4M +2% 29k 187.27
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Walt Disney Company (DIS) 0.3 $5.2M +15% 58k 89.28
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Lowe's Companies (LOW) 0.3 $5.2M +25% 23k 225.70
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $5.2M +14% 112k 46.18
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Nike CL B (NKE) 0.3 $5.1M +5% 47k 110.37
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Eaton Corp SHS (ETN) 0.3 $5.0M 25k 201.10
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Fifth Third Ban (FITB) 0.3 $4.9M +6770% 187k 26.21
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NVIDIA Corporation (NVDA) 0.3 $4.9M +8% 12k 423.04
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $4.9M +5% 68k 71.03
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Vanguard World Fds Health Car Etf (VHT) 0.3 $4.8M +12982% 20k 244.82
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Bristol Myers Squibb (BMY) 0.3 $4.8M 75k 63.95
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Ftai Aviation SHS (FTAI) 0.3 $4.7M -3% 148k 31.66
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $4.7M +4% 93k 50.22
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Wal-Mart Stores (WMT) 0.3 $4.7M +10% 30k 157.18
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $4.6M 57k 81.08
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Ishares Core Msci Emkt (IEMG) 0.3 $4.5M -14% 92k 49.29
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Danaher Corporation (DHR) 0.3 $4.5M +22% 19k 240.00
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Parker-Hannifin Corporation (PH) 0.3 $4.4M 11k 390.05
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Meta Platforms Cl A (META) 0.3 $4.3M +28% 15k 286.97
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Spdr Ser Tr Dj Reit Etf (RWR) 0.3 $4.2M +8% 47k 90.44
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Applied Materials (AMAT) 0.3 $4.1M +13% 29k 144.54
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $4.1M +24% 13k 308.58
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Sherwin-Williams Company (SHW) 0.2 $4.0M +9% 15k 265.53
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Blackstone Group Inc Com Cl A (BX) 0.2 $4.0M +112% 43k 92.97
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Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.2 $3.9M +13% 86k 45.58
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Texas Instruments Incorporated (TXN) 0.2 $3.8M +21% 21k 180.02
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Amgen (AMGN) 0.2 $3.8M +5% 17k 222.02
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $3.7M 25k 148.83
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $3.7M +3% 25k 149.64
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Key (KEY) 0.2 $3.6M +7% 393k 9.24
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $3.5M -9% 9.4k 369.44
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Intel Corporation (INTC) 0.2 $3.4M -23% 103k 33.44
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Ishares Tr Select Divid Etf (DVY) 0.2 $3.3M +4% 29k 113.30
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Broadcom (AVGO) 0.2 $3.3M 3.8k 867.43
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Northrop Grumman Corporation (NOC) 0.2 $3.3M 7.2k 455.83
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TFS Financial Corporation (TFSL) 0.2 $3.3M 259k 12.57
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Stryker Corporation (SYK) 0.2 $3.3M +6% 11k 305.09
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Becton, Dickinson and (BDX) 0.2 $3.2M +145% 12k 264.02
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Emerson Electric (EMR) 0.2 $3.0M +20% 33k 90.39
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salesforce (CRM) 0.2 $3.0M +43% 14k 211.26
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United Parcel Service CL B (UPS) 0.2 $2.8M +29% 16k 179.25
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Select Sector Spdr Tr Financial (XLF) 0.2 $2.8M +223% 83k 33.71
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Intercontinental Exchange (ICE) 0.2 $2.7M +61% 24k 113.08
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S&p Global (SPGI) 0.2 $2.7M +14% 6.8k 400.88
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Steris Shs Usd (STE) 0.2 $2.7M 12k 224.98
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $2.6M 17k 157.83
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Nordson Corporation (NDSN) 0.2 $2.6M 11k 248.19
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Raytheon Technologies Corp (RTX) 0.2 $2.6M +11% 26k 97.96
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Motorola Solutions Com New (MSI) 0.2 $2.6M +1586% 8.7k 293.28
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Thermo Fisher Scientific (TMO) 0.2 $2.6M +6% 4.9k 521.73
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Philip Morris International (PM) 0.2 $2.5M +459% 26k 97.62
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $2.5M 19k 134.87
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Palo Alto Networks (PANW) 0.2 $2.5M +9% 9.9k 255.51
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Union Pacific Corporation (UNP) 0.2 $2.5M +18% 12k 204.61
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.5M +11% 9.2k 275.18
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Adobe Systems Incorporated (ADBE) 0.2 $2.5M 5.1k 488.99
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Honeywell International (HON) 0.1 $2.4M +6% 12k 207.49
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PPG Industries (PPG) 0.1 $2.4M 16k 148.30
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Altria (MO) 0.1 $2.4M +2% 53k 45.30
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Modine Manufacturing (MOD) 0.1 $2.4M +399% 72k 33.02
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Illinois Tool Works (ITW) 0.1 $2.4M +3% 9.5k 250.15
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Deere & Company (DE) 0.1 $2.3M -6% 5.7k 405.22
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Novartis Sponsored Adr (NVS) 0.1 $2.3M 23k 100.91
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Quanta Services (PWR) 0.1 $2.3M +193% 12k 196.45
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Air Products & Chemicals (APD) 0.1 $2.3M +6% 7.6k 299.53
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Huntington Bancshares Incorporated (HBAN) 0.1 $2.3M -4% 211k 10.78
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Nextera Energy (NEE) 0.1 $2.2M +4% 30k 74.20
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Lockheed Martin Corporation (LMT) 0.1 $2.2M -5% 4.9k 460.41
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Colgate-Palmolive Company (CL) 0.1 $2.2M +4% 28k 77.04
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $2.2M +33% 11k 205.77
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Comcast Corp Cl A (CMCSA) 0.1 $2.2M +28% 52k 41.55
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Starbucks Corporation (SBUX) 0.1 $2.1M +51% 22k 99.06
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Ishares Tr Core High Dv Etf (HDV) 0.1 $2.1M +3% 21k 100.79
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Spdr Gold Tr Gold Shs (GLD) 0.1 $2.1M -2% 12k 178.27
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Micron Technology (MU) 0.1 $2.1M 34k 63.11
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Wells Fargo & Company (WFC) 0.1 $2.1M -4% 50k 42.68
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Charles Schwab Corporation (SCHW) 0.1 $2.1M +195% 37k 56.68
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3M Company (MMM) 0.1 $2.1M 21k 100.09
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.1M +5% 52k 39.56
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Cme (CME) 0.1 $2.0M +624% 11k 185.30
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Analog Devices (ADI) 0.1 $2.0M +191% 10k 194.82
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International Business Machines (IBM) 0.1 $2.0M +2% 15k 133.81
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Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $2.0M 55k 36.50
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TJX Companies (TJX) 0.1 $2.0M 24k 84.79
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CSX Corporation (CSX) 0.1 $2.0M +3% 59k 34.10
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American Tower Reit (AMT) 0.1 $2.0M +5% 10k 193.94
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Goldman Sachs (GS) 0.1 $1.9M 5.8k 322.53
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Chubb (CB) 0.1 $1.8M 9.3k 192.56
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Cleveland-cliffs (CLF) 0.1 $1.7M +5% 101k 16.76
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Medtronic SHS (MDT) 0.1 $1.7M +7% 19k 88.10
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Paychex (PAYX) 0.1 $1.7M +187% 15k 111.87
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.7M +3% 22k 75.00
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Bank of America Corporation (BAC) 0.1 $1.7M 58k 28.69
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $1.7M 111k 14.92
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Vanguard World Fds Consum Stp Etf (VDC) 0.1 $1.7M +176% 8.5k 194.46
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Chipotle Mexican Grill (CMG) 0.1 $1.6M +331% 768.00 2139.56
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Las Vegas Sands (LVS) 0.1 $1.6M +13955% 28k 58.00
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BlackRock (BLK) 0.1 $1.6M -12% 2.4k 691.19
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Amcor Ord (AMCR) 0.1 $1.6M 162k 9.98
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Constellation Brands Cl A (STZ) 0.1 $1.6M +55% 6.4k 246.15
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Cummins (CMI) 0.1 $1.5M +2% 6.2k 245.16
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Aon Shs Cl A (AON) 0.1 $1.5M +444% 4.3k 345.23
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Ishares Tr Glb Infrastr Etf (IGF) 0.1 $1.5M +2% 31k 46.95
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Verizon Communications (VZ) 0.1 $1.5M -16% 39k 37.19
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Kimberly-Clark Corporation (KMB) 0.1 $1.4M +22% 10k 138.06
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State Street Corporation (STT) 0.1 $1.4M 19k 73.18
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SYSCO Corporation (SYY) 0.1 $1.4M -7% 19k 74.20
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Zimmer Holdings (ZBH) 0.1 $1.4M 9.6k 145.59
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Marsh & McLennan Companies (MMC) 0.1 $1.4M -2% 7.4k 188.08
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Linde SHS (LIN) 0.1 $1.4M +9% 3.6k 381.10
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.4M +12% 14k 97.84
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Kkr & Co (KKR) 0.1 $1.3M +35325% 24k 56.00
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CVS Caremark Corporation (CVS) 0.1 $1.3M +16% 19k 69.13
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Qualcomm (QCOM) 0.1 $1.3M +14% 11k 119.04
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.3M +11% 9.4k 140.80
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $1.3M +4% 32k 40.83
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Middlefield Banc Corp Com New (MBCN) 0.1 $1.3M 49k 26.80
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Archer Daniels Midland Company (ADM) 0.1 $1.3M +20% 17k 75.56
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $1.3M +7170% 4.5k 283.20
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.3M +194% 17k 75.66
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Fiserv (FI) 0.1 $1.2M 9.9k 126.15
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $1.2M 25k 49.22
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Booking Holdings (BKNG) 0.1 $1.2M -21% 452.00 2700.33
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Vanguard World Fds Industrial Etf (VIS) 0.1 $1.2M +971% 5.9k 205.54
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.2M 12k 97.64
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Dollar Tree (DLTR) 0.1 $1.2M +1544% 8.2k 143.50
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Select Sector Spdr Tr Technology (XLK) 0.1 $1.2M +52% 6.7k 173.86
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Yum! Brands (YUM) 0.1 $1.1M -19% 8.3k 138.55
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Vanguard Index Fds Growth Etf (VUG) 0.1 $1.1M +55% 4.0k 282.99
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.1M -14% 6.9k 165.41
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Arista Networks (ANET) 0.1 $1.1M +174750% 7.0k 162.06
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Intuit (INTU) 0.1 $1.1M 2.4k 458.26
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Anthem (ELV) 0.1 $1.1M +2% 2.5k 444.27
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Paypal Holdings (PYPL) 0.1 $1.1M -8% 16k 66.73
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Lam Research Corporation (LRCX) 0.1 $1.1M +9% 1.7k 642.79
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Caterpillar (CAT) 0.1 $1.1M +38% 4.3k 246.03
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.0M 2.00 517810.00
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Ishares Msci Emrg Chn (EMXC) 0.1 $1.0M 20k 51.98
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Norfolk Southern (NSC) 0.1 $1.0M +140% 4.5k 226.76
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Ishares Tr S&p 100 Etf (OEF) 0.1 $1.0M 4.9k 207.06
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Godaddy Cl A (GDDY) 0.1 $1.0M +6215% 14k 75.13
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Ford Motor Company (F) 0.1 $1.0M 67k 15.13
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Moody's Corporation (MCO) 0.1 $994k 2.9k 347.72
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Nucor Corporation (NUE) 0.1 $993k +21% 6.1k 163.98
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Carrier Global Corporation (CARR) 0.1 $978k +15% 20k 49.71
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $962k 16k 58.98
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Vanguard World Fds Financials Etf (VFH) 0.1 $962k +6902% 12k 81.24
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Mondelez Intl Cl A (MDLZ) 0.1 $951k -25% 13k 72.94
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $949k 3.2k 294.06
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At&t (T) 0.1 $937k 59k 15.95
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Occidental Petroleum Corporation (OXY) 0.1 $927k 16k 58.80
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CBOE Holdings (CBOE) 0.1 $925k NEW 6.7k 138.00
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $923k 20k 46.53
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Ishares Tr Expanded Tech (IGV) 0.1 $916k 2.6k 345.91
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Preformed Line Products Company (PLPC) 0.1 $908k 5.8k 156.10
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Shell Spon Ads (SHEL) 0.1 $902k +9% 15k 60.38
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Ishares Tr Eafe Value Etf (EFV) 0.1 $898k 18k 48.94
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General Electric Com New (GE) 0.1 $875k 8.0k 109.85
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Smucker J M Com New (SJM) 0.1 $873k 5.9k 147.67
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Keysight Technologies (KEYS) 0.1 $871k +179% 5.2k 167.45
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Docusign Note 1/1 0.1 $847k NEW 875k 0.97
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $840k 9.0k 93.64
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Paccar (PCAR) 0.1 $831k +4678% 9.9k 83.65
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Gildan Activewear Inc Com Cad (GIL) 0.1 $827k NEW 26k 32.24
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O'reilly Automotive (ORLY) 0.0 $819k -8% 857.00 955.30
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Jacobs Engineering Group (J) 0.0 $806k +1155% 6.8k 118.89
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $795k +18% 1.8k 442.11
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Autodesk (ADSK) 0.0 $795k +9610% 3.9k 204.61
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $786k +270% 2.3k 343.85
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $781k 5.9k 132.72
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Ishares Tr Us Industrials (IYJ) 0.0 $780k -3% 7.4k 106.04
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Allstate Corporation (ALL) 0.0 $780k +8% 7.2k 109.04
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Rockwell Automation (ROK) 0.0 $767k +110% 2.3k 329.51
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United Rentals (URI) 0.0 $759k 1.7k 445.37
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $758k 6.6k 114.93
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Hp (HPQ) 0.0 $753k 25k 30.71
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $753k +47% 22k 34.50
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Us Bancorp Del Com New (USB) 0.0 $752k +17% 23k 33.04
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General Motors Company (GM) 0.0 $740k +2939% 19k 38.56
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Arch Cap Group Ord (ACGL) 0.0 $738k 9.9k 74.85
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $738k -5% 7.7k 95.41
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $734k -82% 7.6k 95.94
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Cincinnati Financial Corporation (CINF) 0.0 $725k 7.5k 97.32
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $711k 9.8k 72.62
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Vanguard Index Fds Value Etf (VTV) 0.0 $711k +2% 5.0k 142.11
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $705k +17% 6.6k 106.07
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Amphenol Corp Cl A (APH) 0.0 $703k 8.3k 84.95
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American Water Works (AWK) 0.0 $695k +42% 4.9k 142.75
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Advanced Micro Devices (AMD) 0.0 $695k +60% 6.1k 113.91
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Past Filings by Clearstead Advisors

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

View all past filings