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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, PCAR, IWF, and represent 20.36% of Clearstead Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$176M), VO (+$171M), Baillie Gifford Long Term Global Growth ETF (+$124M), SON (+$39M), VUG (+$24M), HYLB (+$23M), USHY (+$23M), VXUS (+$22M), SPCX (+$18M), JPST (+$15M).
Started 1503 new stock positions in GCT, EBS, TIPT, SVC, BY, OI, AISP, MTX, DFIN, INSW.
Reduced shares in these 10 stocks: PCAR (-$292M), VOO (-$146M), MSFT (-$126M), IDEV (-$125M), DIHP (-$85M), SBUX (-$75M), AMZN (-$70M), VTI (-$69M), FNDA (-$67M), DUHP (-$56M).
Sold out of its positions in SMTH, ABCL, BCD, ABOS, Air Lease Corp, ANRO, ALZN, AVDE, AGX, BBHL.
Clearstead Advisors was a net seller of stock by $-1.2B.
Clearstead Advisors has $11B in assets under management (AUM), dropping by -3.23%.
Central Index Key (CIK): 0000842775

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Portfolio Holdings for Clearstead Advisors

Clearstead Advisors holds 3646 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Clearstead Advisors has 3646 total positions. Only the first 250 positions are shown.

Sign up to view all of the Clearstead Advisors June 30, 2026 positions
Download the Clearstead Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.4	$997M	-12%	1.5M	686.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$325M		434k	748.89	View chart
Apple Put Put Option (Principal) (AAPL)	2.8	$300M	-10%	1.0M	289.36	View chart
Paccar (PCAR)	2.8	$293M	-49%	2.4M	120.12	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.3	$243M	+263%	2.0M	124.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.2	$228M	+299%	2.8M	80.57	View chart
Microsoft Corporation (MSFT)	2.0	$213M	-37%	571k	373.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$158M		522k	303.12	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$157M	-4%	718k	217.93	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$153M	-18%	205k	746.78	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.4	$152M	-3%	3.0M	50.39	View chart
Amazon Call Call Option (AMZN)	1.4	$151M	-31%	634k	238.34	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.4	$147M	+4%	3.1M	46.81	View chart
Ishares Tr Core Msci Intl (IDEV)	1.4	$147M	-46%	1.6M	89.01	View chart
Vanguard Index Fds Call Call Option (VTI)	1.2	$132M	-34%	358k	370.04	View chart
Nvidia Corporation Put Put Option (Principal) (NVDA)	1.2	$130M	-17%	648k	200.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$127M	-11%	355k	357.37	View chart
Baillie Gifford Etf Tr LNG TRM GLBL GRW	1.2	$124M	NEW	3.5M	35.26	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.1	$117M	+4%	2.8M	41.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$106M	+6%	1.1M	96.58	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.0	$104M	-45%	3.0M	34.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$100M		1.0M	95.44	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.9	$91M	-3%	943k	96.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$89M	-37%	416k	212.77	View chart
JPMorgan Chase & Co. (JPM)	0.8	$86M	-9%	264k	327.33	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$84M		763k	110.32	View chart
Caterpillar (CAT)	0.8	$82M	-16%	77k	1064.90	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.7	$75M	-47%	2.0M	38.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$74M		496k	148.31	View chart
Norfolk Southern (NSC)	0.7	$73M	-6%	233k	314.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$73M		945k	77.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$70M		1.2M	56.48	View chart
Alphabet Put Put Option (Principal) (GOOG)	0.6	$69M	-23%	194k	353.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$68M	-38%	956k	71.25	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.6	$68M		3.7M	18.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$67M	-14%	134k	500.39	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.6	$67M		3.3M	20.36	View chart
Eli Lilly & Co. (LLY)	0.6	$67M	-7%	56k	1199.42	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.6	$65M	+2%	3.9M	16.64	View chart
Broadcom (AVGO)	0.6	$60M	-4%	158k	377.75	View chart
Johnson & Johnson (JNJ)	0.6	$60M	-10%	234k	253.97	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	0.5	$58M	+3%	2.8M	21.05	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.5	$57M	-49%	1.4M	41.73	View chart
Ishares Tr Call Call Option (EFA)	0.5	$55M	+4%	533k	103.88	View chart
Advanced Micro Devices (AMD)	0.5	$54M	-13%	93k	580.91	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$53M		866k	61.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$52M		375k	137.53	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.5	$51M	+6%	2.1M	24.66	View chart
Micron Technology (MU)	0.5	$50M	-25%	43k	1154.30	View chart
Capital Group Global Equity SHS (CGGE)	0.4	$48M	-50%	1.3M	35.24	View chart
Costco Wholesale Corporation (COST)	0.4	$47M	-16%	50k	935.48	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$46M	-24%	113k	409.50	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$45M	-11%	348k	127.81	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$44M		104k	426.40	View chart
Wal-Mart Stores (WMT)	0.4	$43M	-15%	383k	113.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$43M	+38%	271k	158.03	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.4	$43M		280k	152.18	View chart
Palo Alto Networks (PANW)	0.4	$43M	-7%	125k	341.02	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$42M	+49%	267k	156.95	View chart
Neos Etf Trust Enhanced Income (HYBI)	0.4	$41M	-3%	835k	49.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$41M	-6%	185k	219.43	View chart
Meta Platforms Cl A (META)	0.4	$41M	-8%	72k	563.29	View chart
Eaton Corp SHS (ETN)	0.4	$40M		95k	426.12	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$40M	-19%	162k	246.21	View chart
Sonoco Products Company (SON)	0.4	$39M	+3013060%	693k	56.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$36M		151k	236.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$36M	+157%	416k	85.49	View chart
Raytheon Technologies Corp (RTX)	0.3	$33M	-3%	176k	189.73	View chart
Exxon Mobil Corporation (XOM)	0.3	$32M	-10%	236k	136.72	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$32M	+332%	366k	86.14	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$31M		44k	703.35	View chart
Ishares Tr Put Put Option (IWM)	0.3	$30M	-18%	99k	300.45	View chart
Mastercard Incorporated Cl A (MA)	0.3	$30M	-14%	57k	513.60	View chart
Marvell Technology (MRVL)	0.3	$30M	-2%	99k	297.89	View chart
Cisco Systems (CSCO)	0.3	$29M	-8%	250k	117.46	View chart
Procter & Gamble Put Put Option (PG)	0.3	$29M	-7%	199k	146.64	View chart
Applied Materials (AMAT)	0.3	$29M	+2%	40k	723.01	View chart
Chevron Corporation (CVX)	0.3	$29M	-8%	175k	165.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$29M	-29%	118k	242.43	View chart
Abbvie (ABBV)	0.3	$28M	-17%	111k	251.64	View chart
Pepsi (PEP)	0.3	$28M	-7%	206k	135.40	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$28M		686k	40.21	View chart
Texas Instruments Incorporated (TXN)	0.3	$28M	-4%	92k	298.07	View chart
Home Depot (HD)	0.3	$27M	-8%	76k	352.68	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$27M	-9%	169k	156.97	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$26M		248k	106.31	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$26M		115k	227.06	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.2	$26M	+2%	1.0M	25.58	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.2	$26M	+2%	1.0M	25.39	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.2	$25M	+2%	1.0M	25.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$25M	-37%	34k	736.38	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$25M	-2%	215k	117.67	View chart
Visa Com Cl A (V)	0.2	$25M	-20%	72k	343.09	View chart
Tesla Motors (TSLA)	0.2	$24M	-12%	58k	420.60	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$24M	-56%	147k	163.67	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.2	$24M	+3%	931k	25.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$23M	-8%	237k	98.98	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$23M	+9329%	628k	37.02	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$23M	+24456%	634k	36.52	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$22M	+3%	551k	39.54	View chart
Charles Schwab Corporation (SCHW)	0.2	$22M	-4%	236k	92.27	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$22M	+45%	286k	76.11	View chart
Key (KEY)	0.2	$21M	-6%	896k	23.05	View chart
Live Nation Entertainment (LYV)	0.2	$21M	-10%	113k	183.11	View chart
Parker-Hannifin Corporation (PH)	0.2	$21M	+4%	21k	978.12	View chart
Lowe's Companies (LOW)	0.2	$21M		93k	220.49	View chart
Waste Management (WM)	0.2	$20M	-3%	92k	222.88	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$20M	+36%	26.00	748850.00	View chart
Progressive Corporation (PGR)	0.2	$19M	+7%	88k	218.45	View chart
Danaher Corporation (DHR)	0.2	$18M		96k	190.48	View chart
Oracle Corporation (ORCL)	0.2	$18M	-8%	124k	146.55	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$18M	NEW	105k	170.86	View chart
Ea Series Trust Eucl Fun Val Etf (ECML)	0.2	$18M	-54%	459k	38.69	View chart
Miami Intl Hldgs (MIAX)	0.2	$18M	-5%	474k	37.16	View chart
Take-Two Interactive Software (TTWO)	0.2	$17M	-3%	69k	249.98	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$17M		205k	83.75	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$17M	-7%	1.6M	10.84	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$17M	-42%	166k	100.81	View chart
salesforce (CRM)	0.2	$16M	+9%	103k	156.66	View chart
Coca-Cola Company (KO)	0.2	$16M	-9%	198k	81.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$16M	+2%	43k	368.38	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$16M		173k	90.79	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$16M	+8%	298k	52.60	View chart
Altria (MO)	0.1	$16M	-5%	215k	71.96	View chart
Ge Vernova (GEV)	0.1	$15M	+37%	13k	1174.91	View chart
Uber Technologies (UBER)	0.1	$15M	-17%	211k	72.16	View chart
Ge Aerospace Com New (GE)	0.1	$15M	-21%	41k	373.73	View chart
Goldman Sachs (GS)	0.1	$15M	+5%	15k	1011.39	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$15M	+9678%	299k	50.57	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$15M	+2895%	638k	23.44	View chart
American Express Company (AXP)	0.1	$15M	-3%	44k	338.25	View chart
Akamai Technologies (AKAM)	0.1	$15M	-6%	125k	118.21	View chart
MercadoLibre (MELI)	0.1	$15M	-3%	8.6k	1697.38	View chart
Amgen (AMGN)	0.1	$15M	-19%	40k	362.12	View chart
Intel Corporation (INTC)	0.1	$14M	-27%	103k	139.63	View chart
Merck & Co (MRK)	0.1	$14M	-26%	112k	128.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$14M	+96%	180k	79.03	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$14M	+7%	278k	50.58	View chart
Everpure Cl A (P)	0.1	$14M	+119993%	177k	78.79	View chart
Zoom Communications Cl A (ZM)	0.1	$14M	-5%	160k	86.31	View chart
Abbott Laboratories (ABT)	0.1	$14M	-11%	150k	90.74	View chart
Quanta Services (PWR)	0.1	$14M	+42%	19k	720.04	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$14M	+2%	125k	107.62	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$13M		82k	164.60	View chart
McDonald's Corporation (MCD)	0.1	$13M	+8%	49k	270.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$13M	+5%	159k	82.34	View chart
International Business Machines (IBM)	0.1	$13M	-8%	46k	281.21	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$13M		347k	36.87	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$13M	-3%	78k	164.27	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$13M	+6%	138k	92.21	View chart
Cincinnati Financial Corporation (CINF)	0.1	$13M	-60%	68k	185.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$12M	+3%	151k	82.11	View chart
Select Sector Spdr Tr Put Put Option (XLK)	0.1	$12M	-14%	64k	190.52	View chart
Albertsons Companies Common Stock (ACI)	0.1	$12M		889k	13.53	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$12M	-5%	217k	55.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$12M	-12%	377k	31.71	View chart
O'reilly Automotive (ORLY)	0.1	$12M	-9%	128k	92.09	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$12M	NEW	271k	42.41	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$12M	-60%	139k	82.84	View chart
Lincoln Electric Holdings (LECO)	0.1	$11M		42k	265.51	View chart
Snowflake Com Shs (SNOW)	0.1	$11M	-37%	44k	254.50	View chart
Bank of America Corporation (BAC)	0.1	$11M	-20%	196k	56.98	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$11M	-59%	107k	102.81	View chart
Lam Research Corp Com New (LRCX)	0.1	$11M	-38%	25k	433.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$10M	+2%	139k	73.41	View chart
Corning Incorporated (GLW)	0.1	$10M	-4%	40k	255.43	View chart
Wells Fargo & Company (WFC)	0.1	$10M		122k	82.64	View chart
At&t (T)	0.1	$9.5M	+3%	458k	20.70	View chart
Nextera Energy (NEE)	0.1	$9.5M	-10%	108k	87.77	View chart
American Water Works (AWK)	0.1	$9.4M	-39%	72k	131.58	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$9.4M	+328%	12k	763.12	View chart
TJX Companies (TJX)	0.1	$9.2M	-11%	61k	151.50	View chart
Deere & Company (DE)	0.1	$9.2M	-15%	15k	634.33	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$9.1M		176k	51.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$8.9M	-21%	150k	59.69	View chart
Crocs (CROX)	0.1	$8.9M	-44%	74k	120.64	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$8.8M		88k	100.67	View chart
Automatic Data Processing (ADP)	0.1	$8.8M	+2%	39k	223.95	View chart
Morgan Stanley Com New (MS)	0.1	$8.5M	+12%	41k	209.04	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$8.5M		308k	27.70	View chart
Qualcomm (QCOM)	0.1	$8.4M	-12%	46k	184.79	View chart
Delta Air Lines Com New (DAL)	0.1	$8.4M	-11%	90k	93.66	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$8.3M	+220%	110k	75.51	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.1	$8.2M	+94045%	330k	25.03	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$8.2M	-74%	163k	50.49	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	0.1	$8.2M	+38%	96k	85.67	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$8.2M	-50%	24k	343.90	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$8.1M	+112%	80k	101.31	View chart
Philip Morris International (PM)	0.1	$7.9M	-14%	44k	180.91	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$7.8M	+9%	295k	26.52	View chart
Netflix (NFLX)	0.1	$7.8M	-38%	109k	71.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$7.8M	-26%	16k	477.57	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$7.7M	-55%	113k	68.54	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$7.5M	-82%	151k	49.78	View chart
Ares Capital Corporation (ARCC)	0.1	$7.5M	+14%	402k	18.53	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$7.5M		200k	37.26	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$7.4M	-49%	95k	78.08	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$7.4M	-4%	77k	96.46	View chart
Truist Financial Corp equities (TFC)	0.1	$7.4M	+8%	149k	49.82	View chart
Bristol Myers Squibb (BMY)	0.1	$7.4M	-15%	128k	57.62	View chart
2023 Etf Series Trust Eagl Cap Sel Etf (EAGL)	0.1	$7.4M	+3%	230k	32.17	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$7.4M	+2%	50k	146.41	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$7.3M	-18%	374k	19.61	View chart
Emerson Electric (EMR)	0.1	$7.3M	-16%	51k	143.15	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$7.2M	-49%	178k	40.41	View chart
Palantir Technologies Cl A (PLTR)	0.1	$7.1M	-5%	61k	116.67	View chart
Boeing Company (BA)	0.1	$7.1M	+46%	33k	216.47	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$7.0M	+3%	73k	96.43	View chart
Lockheed Martin Corporation (LMT)	0.1	$6.9M		14k	509.46	View chart
Arista Networks Com Shs (ANET)	0.1	$6.9M	-2%	41k	169.88	View chart
PNC Financial Services (PNC)	0.1	$6.9M	+6%	28k	246.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$6.8M	+2%	200k	33.84	View chart
Starbucks Corporation (SBUX)	0.1	$6.7M	-91%	65k	102.19	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.1	$6.5M		160k	40.67	View chart
Fifth Third Ban (FITB)	0.1	$6.5M	-17%	115k	56.37	View chart
Walt Disney Company (DIS)	0.1	$6.4M	-13%	67k	96.25	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$6.4M	-7%	6.6k	965.06	View chart
Union Pacific Corporation (UNP)	0.1	$6.3M	-22%	23k	272.00	View chart
Kla Corp Com New (KLAC)	0.1	$6.3M	+1317%	21k	301.71	View chart
Vir Biotechnology (VIR)	0.1	$6.2M	-49%	608k	10.19	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$6.2M	+2%	301k	20.51	View chart
Analog Devices (ADI)	0.1	$6.2M	+9%	16k	397.16	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$6.1M	-4%	75k	81.94	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.1M	+3%	48k	126.58	View chart
Vanguard World Health Car Etf (VHT)	0.1	$6.0M		20k	299.01	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$6.0M		62k	97.60	View chart
Sherwin-Williams Company (SHW)	0.1	$5.9M	-24%	17k	344.32	View chart
Stryker Corporation (SYK)	0.1	$5.8M	+11%	18k	314.85	View chart
UnitedHealth (UNH)	0.1	$5.7M	-2%	14k	415.62	View chart
Tidal Trust Iii Naacp Mino Etf (NACP)	0.1	$5.7M	-11%	93k	60.80	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$5.6M	+8%	105k	53.61	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$5.6M	+22%	45k	124.44	View chart
TowneBank (TOWN)	0.1	$5.5M	-2%	153k	36.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$5.5M	-20%	35k	156.30	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$5.4M	+136%	88k	61.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$5.4M	+22%	22k	242.99	View chart
Blackrock (BLK)	0.0	$5.3M	+23%	5.5k	961.51	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.0	$5.1M	+3%	64k	80.08	View chart
Citigroup Com New (C)	0.0	$5.0M	-36%	36k	139.96	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$5.0M	NEW	98k	51.00	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.0	$5.0M		136k	36.48	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	0.0	$4.9M	+127%	119k	41.46	View chart
Southern Company (SO)	0.0	$4.9M	+10%	52k	95.71	View chart
Cummins (CMI)	0.0	$4.9M	+10%	6.9k	713.24	View chart
CSX Corporation (CSX)	0.0	$4.9M	-10%	103k	47.53	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$4.8M	+98%	86k	56.16	View chart
Northrop Grumman Corporation (NOC)	0.0	$4.8M	-9%	9.4k	509.31	View chart
Pfizer (PFE)	0.0	$4.7M	-17%	197k	24.08	View chart
Okta Cl A (OKTA)	0.0	$4.6M	-54%	34k	136.45	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$4.6M	-33%	25k	188.09	View chart

Past Filings by Clearstead Advisors

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

Clearstead Advisors 2026 Q2 filed Aug. 6, 2026
Clearstead Advisors 2026 Q1 filed May 6, 2026
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

View all past filings

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