Hartland & Co
Latest statistics and disclosures from Clearstead Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, QQQ, AAPL, JKE, VO, and represent 27.79% of Clearstead Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO, IVW, AMZN, ADP, VB, VO, MSFT, NEE, CSCO, UNH.
- Started 150 new stock positions in STAG, RIOT, UBX, IPG, TAK, AMRS, EMN, SPCE, BMRN, NEO.
- Reduced shares in these 10 stocks: IEF, VNQ, STE, CVGI, IEFA, XOM, HPP, QQQ, SDY, IVE.
- Sold out of its positions in Aytu Bioscience, BIGC, CBLAQ, CME, CVNA, CE, Diamondpeak Hldgs Cor, Dunkin' Brands Group, GERM, ENR.PA.
- Clearstead Advisors was a net buyer of stock by $45M.
- Clearstead Advisors has $1.1B in assets under management (AUM), dropping by 17.87%.
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Portfolio Holdings for Clearstead Advisors
Companies in the Clearstead Advisors portfolio as of the December 2020 quarterly 13F filing
Clearstead Advisors has 987 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Clearstead Advisors Dec. 31, 2020 positions
- Download the Clearstead Advisors December 2020 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.2 | $123M | +3% | 358k | 343.69 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.4 | $49M | 155k | 313.74 | ||
Apple (AAPL) | 4.2 | $46M | 346k | 132.69 | ||
Ishares Tr MRNGSTR LG-CP GR (JKE) | 4.2 | $46M | 158k | 289.88 | ||
Vanguard Index Fds Mid Cap Etf (VO) | 3.8 | $42M | +6% | 204k | 206.77 | |
Microsoft Corporation (MSFT) | 3.0 | $33M | +8% | 146k | 222.42 | |
JPMorgan Chase & Co. (JPM) | 2.2 | $25M | +2% | 194k | 127.07 | |
Ishares Tr Russell 3000 Etf (IWV) | 2.0 | $22M | 97k | 223.55 | ||
Ishares Tr Core S&p Mcp Etf (IJH) | 2.0 | $22M | 94k | 229.83 | ||
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.9 | $21M | 50k | 419.92 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 1.7 | $19M | -4% | 177k | 105.93 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $18M | +4% | 47k | 375.38 | |
Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $15M | +21% | 79k | 194.68 | |
Ishares Tr Msci Usa Min Vol (USMV) | 1.3 | $15M | -3% | 214k | 67.88 | |
Setup an alertHartland & Co will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
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Amazon (AMZN) | 1.2 | $13M | +28% | 3.9k | 3256.88 | |
Commercial Vehicle (CVGI) | 1.1 | $12M | -12% | 1.4M | 8.65 | |
Home Depot (HD) | 1.1 | $12M | +11% | 44k | 265.62 | |
Proshares Tr Pshs Ultra Qqq (QLD) | 1.0 | $11M | 94k | 115.11 | ||
Pepsi (PEP) | 0.9 | $10M | -2% | 70k | 148.31 | |
Procter & Gamble Company (PG) | 0.9 | $10M | 74k | 139.14 | ||
Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $9.9M | -4% | 144k | 68.55 | |
Tesla Motors (TSLA) | 0.9 | $9.5M | -6% | 14k | 705.66 | |
Abbott Laboratories (ABT) | 0.8 | $9.1M | +2% | 83k | 109.49 | |
Johnson & Johnson (JNJ) | 0.8 | $9.0M | +19% | 57k | 157.38 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $9.0M | +2% | 5.1k | 1752.64 | |
Walt Disney Company (DIS) | 0.8 | $8.7M | +2% | 48k | 181.19 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $8.6M | 41k | 211.83 | ||
Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $8.5M | 92k | 91.90 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $8.4M | -5% | 36k | 231.88 | |
Automatic Data Processing (ADP) | 0.8 | $8.3M | +49% | 47k | 176.19 | |
Lincoln Electric Holdings (LECO) | 0.7 | $7.9M | 68k | 116.25 | ||
Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $7.8M | 106k | 72.96 | ||
Progressive Corporation (PGR) | 0.7 | $7.7M | 78k | 98.87 | ||
Intel Corporation (INTC) | 0.7 | $7.5M | +16% | 150k | 49.82 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $6.9M | -16% | 100k | 69.09 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $6.8M | -32% | 80k | 84.93 | |
Cisco Systems (CSCO) | 0.6 | $6.6M | +42% | 147k | 44.75 | |
Visa Com Cl A (V) | 0.5 | $5.9M | +12% | 27k | 218.72 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $5.7M | +3% | 15k | 373.86 | |
Merck & Co (MRK) | 0.5 | $5.7M | +38% | 69k | 81.80 | |
Nike CL B (NKE) | 0.5 | $5.6M | 40k | 141.46 | ||
Coca-Cola Company (KO) | 0.5 | $5.6M | 102k | 54.84 | ||
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $5.4M | +238% | 84k | 63.82 | |
Exxon Mobil Corporation (XOM) | 0.5 | $5.3M | -16% | 128k | 41.22 | |
Costco Wholesale Corporation (COST) | 0.5 | $5.2M | 14k | 376.77 | ||
Abbvie (ABBV) | 0.5 | $5.2M | +25% | 48k | 107.15 | |
Zions Bancorporation (ZION) | 0.5 | $5.0M | 116k | 43.44 | ||
McDonald's Corporation (MCD) | 0.5 | $5.0M | +37% | 23k | 214.59 | |
Mastercard Incorporated Cl A (MA) | 0.5 | $5.0M | +4% | 14k | 356.96 | |
UnitedHealth (UNH) | 0.4 | $4.9M | +65% | 14k | 350.68 | |
Steris Shs Usd (STE) | 0.4 | $4.9M | -32% | 26k | 189.56 | |
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.4 | $4.8M | +10% | 67k | 72.30 | |
Key (KEY) | 0.4 | $4.8M | 291k | 16.41 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.7M | 2.7k | 1751.85 | ||
Pfizer (PFE) | 0.4 | $4.6M | +8% | 126k | 36.81 | |
Target Corporation (TGT) | 0.4 | $4.6M | 26k | 176.55 | ||
Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $4.5M | 23k | 196.05 | ||
3M Company (MMM) | 0.4 | $4.3M | 25k | 174.78 | ||
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $4.2M | -3% | 73k | 58.36 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $4.2M | -15% | 33k | 128.03 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $4.1M | 23k | 178.36 | ||
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $4.0M | 29k | 141.17 | ||
Bristol Myers Squibb (BMY) | 0.3 | $3.7M | -2% | 59k | 62.03 | |
Bank of America Corporation (BAC) | 0.3 | $3.5M | 116k | 30.31 | ||
Oracle Corporation (ORCL) | 0.3 | $3.3M | 50k | 64.70 | ||
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $3.2M | 20k | 164.68 | ||
Wal-Mart Stores (WMT) | 0.3 | $3.2M | 22k | 144.14 | ||
Verizon Communications (VZ) | 0.3 | $3.1M | +9% | 54k | 58.75 | |
Chevron Corporation (CVX) | 0.3 | $3.1M | +5% | 37k | 84.46 | |
Facebook Cl A (FB) | 0.3 | $3.1M | 11k | 273.14 | ||
TFS Financial Corporation (TFSL) | 0.3 | $3.0M | +3% | 172k | 17.63 | |
Honeywell International (HON) | 0.3 | $3.0M | +25% | 14k | 212.69 | |
Danaher Corporation (DHR) | 0.3 | $3.0M | +27% | 13k | 222.13 | |
Nextera Energy (NEE) | 0.3 | $2.9M | +447% | 38k | 77.16 | |
Amgen (AMGN) | 0.3 | $2.9M | 13k | 229.93 | ||
Eli Lilly & Co. (LLY) | 0.3 | $2.9M | -4% | 17k | 168.84 | |
Sherwin-Williams Company (SHW) | 0.3 | $2.9M | 3.9k | 734.84 | ||
Wells Fargo & Company (WFC) | 0.3 | $2.8M | -12% | 94k | 30.18 | |
Scotts Miracle Gro Cl A (SMG) | 0.3 | $2.8M | 14k | 199.17 | ||
Huntington Bancshares Incorporated (HBAN) | 0.2 | $2.7M | -16% | 215k | 12.63 | |
Texas Instruments Incorporated (TXN) | 0.2 | $2.7M | +2% | 16k | 164.16 | |
Novartis Sponsored Adr (NVS) | 0.2 | $2.7M | 28k | 94.44 | ||
Paypal Holdings (PYPL) | 0.2 | $2.6M | +4% | 11k | 234.20 | |
Colgate-Palmolive Company (CL) | 0.2 | $2.6M | +2% | 30k | 85.52 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $2.6M | +106% | 48k | 53.05 | |
American Express Company (AXP) | 0.2 | $2.5M | +2% | 21k | 120.89 | |
Illinois Tool Works (ITW) | 0.2 | $2.5M | +47% | 12k | 203.84 | |
PPG Industries (PPG) | 0.2 | $2.4M | -19% | 16k | 144.20 | |
Nordson Corporation (NDSN) | 0.2 | $2.3M | -5% | 12k | 200.95 | |
Union Pacific Corporation (UNP) | 0.2 | $2.3M | +9% | 11k | 208.24 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.2M | +3% | 12k | 194.65 | |
Lowe's Companies (LOW) | 0.2 | $2.2M | +6% | 14k | 160.51 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.2 | $2.2M | +52% | 47k | 47.21 | |
Northrop Grumman Corporation (NOC) | 0.2 | $2.2M | +50% | 7.2k | 304.71 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $2.2M | +8% | 17k | 124.51 | |
Stryker Corporation (SYK) | 0.2 | $2.1M | +26% | 8.7k | 245.10 | |
Middlefield Banc Corp Com New (MBCN) | 0.2 | $2.1M | -8% | 93k | 22.50 | |
American Tower Reit (AMT) | 0.2 | $2.0M | +108% | 9.0k | 224.47 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $2.0M | +2% | 39k | 52.41 | |
salesforce (CRM) | 0.2 | $2.0M | +107% | 9.0k | 222.50 | |
NVIDIA Corporation (NVDA) | 0.2 | $2.0M | 3.8k | 522.36 | ||
Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $1.9M | 128k | 15.09 | ||
Emerson Electric (EMR) | 0.2 | $1.9M | +3% | 24k | 80.38 | |
International Business Machines (IBM) | 0.2 | $1.9M | +11% | 15k | 125.85 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.8M | +10% | 27k | 68.16 | |
SYSCO Corporation (SYY) | 0.2 | $1.8M | +23% | 24k | 74.28 | |
At&t (T) | 0.2 | $1.8M | +27% | 62k | 28.77 | |
Applied Materials (AMAT) | 0.2 | $1.8M | 20k | 86.32 | ||
CSX Corporation (CSX) | 0.2 | $1.7M | -17% | 19k | 90.75 | |
Parker-Hannifin Corporation (PH) | 0.2 | $1.7M | 6.3k | 272.47 | ||
Air Products & Chemicals (APD) | 0.2 | $1.7M | 6.1k | 273.20 | ||
Eaton Corp SHS (ETN) | 0.1 | $1.6M | 14k | 120.12 | ||
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.6M | +7% | 7.0k | 232.75 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.6M | +8% | 3.3k | 500.15 | |
Medtronic SHS (MDT) | 0.1 | $1.6M | +9% | 14k | 117.13 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.6M | +2% | 6.7k | 241.16 | |
S&p Global (SPGI) | 0.1 | $1.6M | 4.7k | 328.81 | ||
Micron Technology (MU) | 0.1 | $1.5M | 20k | 75.20 | ||
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.5M | +54% | 15k | 102.68 | |
Chubb (CB) | 0.1 | $1.5M | 9.8k | 153.86 | ||
Seagate Technology SHS (STX) | 0.1 | $1.5M | +3517% | 24k | 62.16 | |
TJX Companies (TJX) | 0.1 | $1.5M | +18% | 22k | 68.27 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.5M | -3% | 29k | 51.66 | |
Lockheed Martin Corporation (LMT) | 0.1 | $1.4M | -6% | 4.0k | 355.06 | |
Intercontinental Exchange (ICE) | 0.1 | $1.4M | 12k | 115.32 | ||
Kimberly-Clark Corporation (KMB) | 0.1 | $1.4M | 10k | 134.80 | ||
State Street Corporation (STT) | 0.1 | $1.4M | +15% | 19k | 72.77 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 4.00 | 347750.00 | ||
United Parcel Service CL B (UPS) | 0.1 | $1.4M | 8.2k | 168.43 | ||
BlackRock (BLK) | 0.1 | $1.4M | +5% | 1.9k | 721.52 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.3M | +6% | 10k | 127.50 | |
Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | 18k | 71.50 | ||
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.3M | +295% | 18k | 72.20 | |
Zimmer Holdings (ZBH) | 0.1 | $1.3M | 8.3k | 154.12 | ||
Square Cl A (SQ) | 0.1 | $1.2M | +7% | 5.5k | 217.58 | |
Core Molding Technologies (CMT) | 0.1 | $1.2M | -11% | 85k | 14.08 | |
Deere & Company (DE) | 0.1 | $1.2M | 4.4k | 269.16 | ||
Gold Trust Ishares (IAU) | 0.1 | $1.2M | 66k | 18.13 | ||
Fiserv (FISV) | 0.1 | $1.2M | +34% | 11k | 113.86 | |
Universal Electronics (UEIC) | 0.1 | $1.2M | +5% | 23k | 52.46 | |
Consolidated Edison (ED) | 0.1 | $1.2M | +1235% | 16k | 72.24 | |
Cummins (CMI) | 0.1 | $1.1M | +5% | 5.1k | 227.18 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.1M | -8% | 8.5k | 133.01 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $1.1M | +43% | 22k | 49.38 | |
WD-40 Company (WDFC) | 0.1 | $1.1M | NEW | 4.0k | 265.80 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $1.0M | 6.6k | 159.06 | ||
Global Payments (GPN) | 0.1 | $1.0M | +97% | 4.8k | 215.34 | |
Cleveland-cliffs (CLF) | 0.1 | $1.0M | +74% | 71k | 14.56 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $1.0M | -31% | 16k | 62.05 | |
Shopify Cl A (SHOP) | 0.1 | $1.0M | +25% | 887.00 | 1131.91 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $991k | +5% | 10k | 96.19 | |
Southern Company (SO) | 0.1 | $971k | +130% | 16k | 61.42 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $967k | 7.1k | 136.72 | ||
Jd.com Spon Adr Cl A (JD) | 0.1 | $961k | 11k | 87.87 | ||
Truist Financial Corp equities (TFC) | 0.1 | $955k | +2% | 20k | 47.92 | |
Starbucks Corporation (SBUX) | 0.1 | $923k | +30% | 8.6k | 106.99 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $910k | -8% | 18k | 50.11 | |
Goldman Sachs (GS) | 0.1 | $904k | -5% | 3.4k | 263.56 | |
Blackstone Group Com Cl A (BX) | 0.1 | $881k | +11% | 14k | 64.80 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $878k | 3.4k | 261.15 | ||
Boeing Company (BA) | 0.1 | $866k | +12% | 4.0k | 214.09 | |
General Electric Company (GE) | 0.1 | $854k | 79k | 10.79 | ||
IDEXX Laboratories (IDXX) | 0.1 | $852k | NEW | 1.7k | 500.00 | |
Ishares Tr Barclays 7 10 Yr (IEF) | 0.1 | $834k | -82% | 7.0k | 119.90 | |
Walgreen Boots Alliance (WBA) | 0.1 | $806k | +297% | 20k | 39.87 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $804k | -27% | 9.3k | 86.38 | |
Zillow Group Cl C Cap Stk (Z) | 0.1 | $796k | +8% | 6.1k | 129.85 | |
Digital Realty Trust (DLR) | 0.1 | $786k | +39% | 5.6k | 139.49 | |
Trane Technologies SHS (TT) | 0.1 | $781k | NEW | 5.4k | 145.06 | |
Western Union Company (WU) | 0.1 | $778k | +2% | 35k | 21.95 | |
Qualcomm (QCOM) | 0.1 | $775k | +6% | 5.1k | 152.41 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $773k | +2% | 9.0k | 86.18 | |
Ford Motor Company (F) | 0.1 | $756k | +30% | 86k | 8.79 | |
CVS Caremark Corporation (CVS) | 0.1 | $746k | -4% | 11k | 68.25 | |
Allstate Corporation (ALL) | 0.1 | $740k | -13% | 6.7k | 109.99 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $739k | 5.6k | 131.82 | ||
Altria (MO) | 0.1 | $716k | -5% | 18k | 40.99 | |
Corning Incorporated (GLW) | 0.1 | $713k | +246% | 20k | 36.00 | |
Yum! Brands (YUM) | 0.1 | $699k | 6.4k | 108.59 | ||
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $685k | -35% | 13k | 51.35 | |
Avangrid (AGR) | 0.1 | $682k | NEW | 15k | 45.47 | |
Fulton Financial (FULT) | 0.1 | $680k | -5% | 54k | 12.72 | |
Twilio Cl A (TWLO) | 0.1 | $677k | 2.0k | 338.50 | ||
Bloom Energy Corp Com Cl A (BE) | 0.1 | $665k | +23108% | 23k | 28.65 | |
Lam Research Corporation (LRCX) | 0.1 | $644k | +7% | 1.4k | 472.14 | |
Crown Castle Intl (CCI) | 0.1 | $642k | +5% | 4.0k | 159.19 | |
Broadcom (AVGO) | 0.1 | $638k | +21% | 1.5k | 437.59 | |
Intuit (INTU) | 0.1 | $637k | +103% | 1.7k | 379.62 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $630k | 15k | 42.45 | ||
PNC Financial Services (PNC) | 0.1 | $619k | +2% | 4.2k | 148.91 | |
Linde SHS (LIN) | 0.1 | $604k | 2.3k | 263.64 | ||
Anthem (ANTM) | 0.1 | $588k | +9% | 1.8k | 321.31 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $587k | +34% | 8.6k | 68.34 | |
Norfolk Southern (NSC) | 0.1 | $587k | -8% | 2.5k | 237.65 | |
Carrier Global Corporation (CARR) | 0.1 | $586k | +5% | 16k | 37.74 | |
Citigroup Com New (C) | 0.1 | $577k | -7% | 9.4k | 61.65 | |
New York Community Ban (NYCB) | 0.1 | $573k | 54k | 10.56 | ||
Royal Dutch Shell Spons Adr A (RDS.A) | 0.1 | $563k | -3% | 16k | 35.13 | |
Hp (HPQ) | 0.1 | $554k | +2% | 23k | 24.57 | |
Atmos Energy Corporation (ATO) | 0.0 | $540k | NEW | 5.7k | 95.49 | |
eHealth (EHTH) | 0.0 | $534k | +71% | 7.6k | 70.56 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $529k | 4.6k | 116.14 | ||
Otis Worldwide Corp (OTIS) | 0.0 | $516k | +7% | 7.6k | 67.57 | |
Phillips 66 (PSX) | 0.0 | $511k | -5% | 7.3k | 69.91 | |
Palo Alto Networks (PANW) | 0.0 | $499k | 1.4k | 355.41 | ||
Analog Devices (ADI) | 0.0 | $498k | 3.4k | 147.69 | ||
Quest Diagnostics Incorporated (DGX) | 0.0 | $485k | +85% | 4.1k | 119.11 | |
Innovator Etfs Tr S&P 500 PWR (PJUL) | 0.0 | $477k | 17k | 28.75 | ||
Dominion Resources (D) | 0.0 | $471k | +27% | 6.3k | 75.28 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $470k | +6% | 5.2k | 91.00 | |
Ishares Tr Us Industrials (IYJ) | 0.0 | $466k | +100% | 4.8k | 97.08 | |
Snowflake Cl A (SNOW) | 0.0 | $464k | NEW | 1.6k | 281.55 | |
Cincinnati Financial Corporation (CINF) | 0.0 | $459k | -7% | 5.3k | 87.35 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $450k | 4.0k | 113.41 | ||
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $439k | 4.7k | 92.64 | ||
Tractor Supply Company (TSCO) | 0.0 | $439k | -2% | 3.1k | 140.66 | |
Lauder Estee Cos Cl A (EL) | 0.0 | $437k | -5% | 1.6k | 265.98 | |
Baxter International (BAX) | 0.0 | $428k | 5.3k | 80.16 | ||
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $425k | -4% | 3.6k | 118.19 | |
Becton, Dickinson and (BDX) | 0.0 | $425k | 1.7k | 250.44 | ||
Mondelez Intl Cl A (MDLZ) | 0.0 | $419k | 7.2k | 58.49 | ||
Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $410k | -20% | 4.7k | 86.70 | |
American Electric Power Company (AEP) | 0.0 | $409k | 4.9k | 83.23 | ||
Nano X Imaging Ord Shs (NNOX) | 0.0 | $408k | NEW | 8.9k | 45.61 | |
L3harris Technologies (LHX) | 0.0 | $396k | 2.1k | 188.93 | ||
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $395k | 4.5k | 87.78 | ||
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $394k | 7.0k | 56.29 | ||
Gilead Sciences (GILD) | 0.0 | $392k | +8% | 6.7k | 58.29 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $391k | -14% | 4.4k | 88.16 | |
Diageo Spon Adr New (DEO) | 0.0 | $390k | +23% | 2.5k | 158.73 | |
Alnylam Pharmaceuticals (ALNY) | 0.0 | $390k | 3.0k | 130.00 | ||
Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $389k | 1.9k | 203.56 | ||
FedEx Corporation (FDX) | 0.0 | $383k | +7% | 1.5k | 259.84 | |
Armstrong Flooring (AFI) | 0.0 | $382k | 100k | 3.82 | ||
Ishares Tr India 50 Etf (INDY) | 0.0 | $381k | 9.0k | 42.42 | ||
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $379k | +95% | 4.4k | 86.25 | |
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $371k | -8% | 7.9k | 47.26 | |
United Sts Oil Units (USO) | 0.0 | $364k | -6% | 11k | 33.05 | |
Caterpillar (CAT) | 0.0 | $360k | 2.0k | 182.28 | ||
Ecolab (ECL) | 0.0 | $355k | +178% | 1.6k | 216.20 | |
Spotify Technology S A SHS (SPOT) | 0.0 | $347k | 1.1k | 314.88 | ||
W.W. Grainger (GWW) | 0.0 | $346k | 847.00 | 408.50 | ||
Wec Energy Group (WEC) | 0.0 | $345k | -10% | 3.8k | 91.93 | |
Charles Schwab Corporation (SCHW) | 0.0 | $341k | +2% | 6.4k | 53.06 | |
Advanced Micro Devices (AMD) | 0.0 | $341k | +118% | 3.7k | 91.79 | |
Paychex (PAYX) | 0.0 | $339k | +6% | 3.6k | 93.21 | |
Clorox Company (CLX) | 0.0 | $337k | +11% | 1.7k | 201.68 | |
Enterprise Products Partners (EPD) | 0.0 | $336k | -7% | 17k | 19.61 | |
TransDigm Group Incorporated (TDG) | 0.0 | $332k | -8% | 536.00 | 619.40 | |
Philip Morris International (PM) | 0.0 | $327k | +6% | 3.9k | 82.83 |
Past Filings by Clearstead Advisors
SEC 13F filings are viewable for Clearstead Advisors going back to 2016
- Clearstead Advisors 2020 Q4 filed Feb. 11, 2021
- Clearstead Advisors 2020 Q3 filed Nov. 12, 2020
- Clearstead Advisors 2020 Q2 filed Aug. 11, 2020
- Clearstead Advisors 2020 Q1 filed May 14, 2020
- Clearstead Advisors 2019 Q4 filed Feb. 11, 2020
- Clearstead Advisors 2019 Q3 filed Nov. 12, 2019
- Clearstead Advisors 2019 Q2 filed Aug. 8, 2019
- Clearstead Advisors 2019 Q1 filed May 14, 2019
- Clearstead Advisors 2018 Q4 filed Feb. 11, 2019
- Clearstead Advisors 2018 Q3 filed Nov. 13, 2018
- Hartland & Co 2018 Q2 filed Aug. 7, 2018
- Hartland & Co 2018 Q1 filed May 14, 2018
- Hartland & Co 2017 Q4 filed Feb. 9, 2018
- Hartland & Co 2017 Q3 filed Nov. 9, 2017
- Hartland & Co 2017 Q2 filed Aug. 3, 2017
- Hartland & Co 2017 Q1 filed May 12, 2017