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 1513 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Clearstead Advisors has 1513 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) 10.1 $190M +4% 434k 436.80
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Apple (AAPL) 4.9 $93M 483k 192.53
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J P Morgan Exchange Traded F Equity Premium (JEPI) 3.4 $63M +3% 1.1M 54.99
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Vanguard Index Fds Mid Cap Etf (VO) 3.3 $62M +6% 268k 232.64
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Microsoft Corporation (MSFT) 3.1 $58M 154k 376.04
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Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $39M +9% 142k 277.15
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Ishares Tr Core S&p500 Etf (IVV) 2.0 $38M +13% 78k 477.63
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Vanguard Index Fds Small Cp Etf (VB) 1.8 $34M +6% 161k 213.33
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $34M 71k 475.31
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Ishares Tr Core S&p Scp Etf (IJR) 1.7 $32M +20% 298k 108.25
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Spdr Ser Tr S&p Divid Etf (SDY) 1.7 $31M -12% 249k 124.97
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $27M 54k 507.38
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.3 $25M +119% 508k 49.72
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $25M +2% 336k 75.10
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Ishares Tr Russell 3000 Etf (IWV) 1.3 $25M 90k 273.74
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Vanguard Specialized Funds Div App Etf (VIG) 1.2 $22M +8% 128k 170.40
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Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $22M +39% 91k 237.22
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JPMorgan Chase & Co. (JPM) 1.1 $21M +2% 121k 170.10
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Alphabet Cap Stk Cl A (GOOGL) 1.1 $20M +2% 146k 139.69
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $20M 56k 356.66
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $19M -7% 180k 102.88
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Amazon (AMZN) 1.0 $18M 120k 151.94
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Ishares Tr S&p 500 Val Etf (IVE) 1.0 $18M +2% 103k 173.89
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.9 $18M +20% 175k 100.27
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Lincoln Electric Holdings (LECO) 0.9 $16M +9% 74k 217.46
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Home Depot (HD) 0.8 $16M 45k 346.55
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Alphabet Cap Stk Cl C (GOOG) 0.8 $15M +3% 105k 140.93
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Pepsi (PEP) 0.7 $14M 83k 169.84
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Costco Wholesale Corporation (COST) 0.7 $14M -2% 20k 660.09
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Johnson & Johnson (JNJ) 0.7 $13M 84k 156.74
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Eli Lilly & Co. (LLY) 0.7 $13M +7% 23k 582.91
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Procter & Gamble Company (PG) 0.6 $12M 83k 146.54
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Progressive Corporation (PGR) 0.6 $12M -4% 76k 159.28
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Ishares Tr Rus 1000 Etf (IWB) 0.6 $12M 45k 262.26
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Ishares Tr Msci Usa Min Vol (USMV) 0.6 $12M 150k 78.03
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McDonald's Corporation (MCD) 0.6 $11M +3% 37k 296.51
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Exxon Mobil Corporation (XOM) 0.6 $11M 108k 99.98
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Visa Com Cl A (V) 0.6 $11M +3% 41k 260.35
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Abbott Laboratories (ABT) 0.5 $10M 94k 110.07
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Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $9.9M 127k 77.73
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $9.3M +16% 123k 75.35
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Tesla Motors (TSLA) 0.5 $8.8M +3% 35k 248.48
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Abbvie (ABBV) 0.4 $8.4M 54k 154.97
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $8.1M +6% 115k 70.35
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Key (KEY) 0.4 $8.1M 563k 14.40
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Merck & Co (MRK) 0.4 $8.0M +2% 73k 109.02
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $7.9M +52% 154k 51.05
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Cisco Systems (CSCO) 0.4 $7.6M +4% 151k 50.52
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Ares Capital Corporation (ARCC) 0.4 $7.6M -11% 377k 20.03
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Oracle Corporation (ORCL) 0.4 $7.4M +4% 70k 105.43
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Mastercard Incorporated Cl A (MA) 0.4 $7.2M 17k 426.50
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.4 $7.2M 33k 216.94
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Automatic Data Processing (ADP) 0.4 $7.1M 31k 232.97
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Ftai Aviation SHS (FTAI) 0.4 $7.1M +3% 153k 46.40
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UnitedHealth (UNH) 0.4 $7.0M +11% 13k 526.46
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $7.0M +30% 44k 157.80
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $6.9M +24% 144k 47.90
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $6.6M +6% 75k 88.36
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NVIDIA Corporation (NVDA) 0.3 $6.6M +26% 13k 495.20
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $6.3M +2% 32k 200.71
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Fifth Third Ban (FITB) 0.3 $6.2M -4% 179k 34.49
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $6.0M +3% 147k 41.10
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Eaton Corp SHS (ETN) 0.3 $6.0M -3% 25k 240.82
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Parker-Hannifin Corporation (PH) 0.3 $6.0M +16% 13k 460.69
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Coca-Cola Company (KO) 0.3 $6.0M -8% 101k 58.93
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $5.9M +4% 104k 56.14
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $5.8M +10% 77k 75.32
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American Express Company (AXP) 0.3 $5.6M -3% 30k 187.34
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Meta Platforms Cl A (META) 0.3 $5.6M +2% 16k 353.96
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $5.6M -28% 70k 80.15
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Nike CL B (NKE) 0.3 $5.5M +8% 51k 108.57
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Target Corporation (TGT) 0.3 $5.5M 39k 142.42
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Lowe's Companies (LOW) 0.3 $5.5M 25k 222.55
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $5.5M +540% 72k 76.13
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Chevron Corporation (CVX) 0.3 $5.3M -3% 35k 149.16
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Broadcom (AVGO) 0.3 $5.3M +8% 4.7k 1116.27
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Blackstone Group Inc Com Cl A (BX) 0.3 $5.3M -3% 40k 130.92
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Walt Disney Company (DIS) 0.3 $5.2M 57k 90.29
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $5.1M +5% 15k 350.92
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Amgen (AMGN) 0.3 $5.1M 18k 288.02
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $5.0M +495% 45k 111.63
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Vanguard World Fds Health Car Etf (VHT) 0.3 $4.8M 19k 250.70
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Wal-Mart Stores (WMT) 0.2 $4.7M 30k 157.65
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Sherwin-Williams Company (SHW) 0.2 $4.7M 15k 311.91
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Applied Materials (AMAT) 0.2 $4.7M 29k 162.07
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Ishares Core Msci Emkt (IEMG) 0.2 $4.6M 92k 50.58
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Danaher Corporation (DHR) 0.2 $4.5M 20k 231.34
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Ishares Tr Glb Infrastr Etf (IGF) 0.2 $4.4M +131% 93k 47.05
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Intel Corporation (INTC) 0.2 $4.2M 84k 50.25
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $4.1M -9% 50k 82.04
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Ishares Tr Select Divid Etf (DVY) 0.2 $4.1M +14% 35k 117.22
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Spdr Ser Tr Dj Reit Etf (RWR) 0.2 $4.1M -7% 43k 95.32
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Vanguard Index Fds Value Etf (VTV) 0.2 $4.1M +448% 27k 149.50
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Pfizer (PFE) 0.2 $4.0M -9% 140k 28.79
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $3.9M 9.5k 409.50
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.8M +22% 13k 303.18
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $3.8M -6% 23k 164.42
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TFS Financial Corporation (TFSL) 0.2 $3.8M 260k 14.69
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Northrop Grumman Corporation (NOC) 0.2 $3.7M +2% 7.8k 468.13
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Texas Instruments Incorporated (TXN) 0.2 $3.7M 21k 170.46
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salesforce (CRM) 0.2 $3.6M -2% 14k 263.14
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Bristol Myers Squibb (BMY) 0.2 $3.4M -15% 67k 51.31
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Adobe Systems Incorporated (ADBE) 0.2 $3.4M +4% 5.7k 596.60
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Deere & Company (DE) 0.2 $3.3M +19% 8.3k 399.88
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Emerson Electric (EMR) 0.2 $3.3M 34k 97.33
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Union Pacific Corporation (UNP) 0.2 $3.2M -6% 13k 245.62
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S&p Global (SPGI) 0.2 $3.2M +5% 7.2k 440.52
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Intercontinental Exchange (ICE) 0.2 $3.2M 25k 128.43
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $3.2M +156% 41k 77.37
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Goldman Sachs (GS) 0.2 $3.2M +8% 8.2k 385.79
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Stryker Corporation (SYK) 0.2 $3.1M -4% 11k 299.47
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Modine Manufacturing (MOD) 0.2 $3.0M -18% 50k 59.70
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TJX Companies (TJX) 0.2 $3.0M +32% 32k 93.81
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Becton, Dickinson and (BDX) 0.2 $3.0M 12k 243.82
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Micron Technology (MU) 0.2 $2.9M 35k 85.34
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Thermo Fisher Scientific (TMO) 0.2 $2.9M -10% 5.5k 530.83
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Palo Alto Networks (PANW) 0.2 $2.9M 9.9k 294.88
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Select Sector Spdr Tr Financial (XLF) 0.2 $2.8M -9% 75k 37.60
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Nordson Corporation (NDSN) 0.1 $2.8M 11k 264.15
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.8M 19k 147.14
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $2.8M -3% 17k 165.25
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Illinois Tool Works (ITW) 0.1 $2.7M 10k 261.94
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Honeywell International (HON) 0.1 $2.7M 13k 209.72
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International Business Machines (IBM) 0.1 $2.6M +10% 16k 163.55
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Motorola Solutions Com New (MSI) 0.1 $2.6M 8.3k 313.10
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Steris Shs Usd (STE) 0.1 $2.6M 12k 219.85
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Huntington Bancshares Incorporated (HBAN) 0.1 $2.6M -4% 202k 12.72
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Charles Schwab Corporation (SCHW) 0.1 $2.6M +7% 37k 68.80
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Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.1 $2.5M -23% 72k 35.28
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Quanta Services (PWR) 0.1 $2.5M 12k 215.80
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $2.5M +4% 12k 219.56
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PPG Industries (PPG) 0.1 $2.4M 16k 149.55
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Comcast Corp Cl A (CMCSA) 0.1 $2.4M +4% 56k 43.85
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Cme (CME) 0.1 $2.4M +2% 12k 210.61
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Wells Fargo & Company (WFC) 0.1 $2.4M 49k 49.22
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $2.4M +22% 30k 79.22
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Lockheed Martin Corporation (LMT) 0.1 $2.4M 5.2k 453.28
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Philip Morris International (PM) 0.1 $2.3M -4% 25k 94.08
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Bank of America Corporation (BAC) 0.1 $2.3M +3% 67k 33.67
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United Parcel Service CL B (UPS) 0.1 $2.2M -10% 14k 157.23
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3M Company (MMM) 0.1 $2.2M +2% 20k 109.32
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Novartis Sponsored Adr (NVS) 0.1 $2.2M -6% 21k 100.97
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Altria (MO) 0.1 $2.2M 53k 40.40
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Air Products & Chemicals (APD) 0.1 $2.2M 7.9k 273.80
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Colgate-Palmolive Company (CL) 0.1 $2.1M -7% 26k 79.71
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Raytheon Technologies Corp (RTX) 0.1 $2.1M -7% 25k 84.14
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Cleveland-cliffs (CLF) 0.1 $2.1M 101k 20.42
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Starbucks Corporation (SBUX) 0.1 $2.0M 21k 96.01
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Spdr Gold Tr Gold Shs (GLD) 0.1 $2.0M -2% 11k 191.17
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CSX Corporation (CSX) 0.1 $2.0M 58k 34.67
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Rocket Cos Com Cl A (RKT) 0.1 $2.0M +55522% 139k 14.48
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Chipotle Mexican Grill (CMG) 0.1 $2.0M +11% 865.00 2287.49
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Chubb (CB) 0.1 $2.0M 8.7k 226.01
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CVS Caremark Corporation (CVS) 0.1 $2.0M +20% 25k 78.96
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American Tower Reit (AMT) 0.1 $1.9M -7% 9.0k 215.87
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Qualcomm (QCOM) 0.1 $1.9M +16% 13k 144.63
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Analog Devices (ADI) 0.1 $1.9M -9% 9.4k 198.56
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.9M -13% 46k 40.21
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.8M +49% 16k 114.04
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Kkr & Co (KKR) 0.1 $1.8M 21k 82.85
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $1.8M 111k 15.93
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Linde SHS (LIN) 0.1 $1.7M 4.2k 410.69
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Paychex (PAYX) 0.1 $1.7M 15k 119.11
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.7M +103% 29k 57.96
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Arista Networks (ANET) 0.1 $1.6M 7.0k 235.51
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Middlefield Banc Corp Com New (MBCN) 0.1 $1.6M 49k 32.37
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Vanguard World Fds Consum Stp Etf (VDC) 0.1 $1.6M 8.3k 190.96
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Caterpillar (CAT) 0.1 $1.6M -3% 5.3k 295.67
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.6M +8% 15k 105.23
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Constellation Brands Cl A (STZ) 0.1 $1.6M 6.4k 241.73
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Vanguard Index Fds Growth Etf (VUG) 0.1 $1.5M +21% 5.0k 310.86
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BlackRock (BLK) 0.1 $1.5M -20% 1.9k 811.96
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Intuit (INTU) 0.1 $1.5M 2.4k 625.04
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Cummins (CMI) 0.1 $1.5M 6.2k 239.57
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.5M -5% 9.5k 155.34
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Medtronic SHS (MDT) 0.1 $1.4M -7% 18k 82.38
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Booking Holdings (BKNG) 0.1 $1.4M -6% 406.00 3550.14
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Amcor Ord (AMCR) 0.1 $1.4M -7% 148k 9.64
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Ishares Tr Short Treas Bd (SHV) 0.1 $1.4M +164% 13k 110.13
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Marsh & McLennan Companies (MMC) 0.1 $1.4M 7.5k 189.48
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Godaddy Cl A (GDDY) 0.1 $1.4M 13k 106.16
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Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $1.4M -19% 44k 31.49
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State Street Corporation (STT) 0.1 $1.4M -7% 18k 77.46
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SYSCO Corporation (SYY) 0.1 $1.4M 19k 73.13
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.4M +756% 14k 99.25
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.4M +9% 7.6k 179.98
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Las Vegas Sands (LVS) 0.1 $1.4M 28k 49.21
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $1.4M 4.4k 304.55
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Fiserv (FI) 0.1 $1.4M +2% 10k 132.84
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Nextera Energy (NEE) 0.1 $1.3M -26% 22k 60.74
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Citigroup Com New (C) 0.1 $1.3M +207% 26k 51.44
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.3M +43% 2.7k 484.00
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Vanguard World Fds Industrial Etf (VIS) 0.1 $1.3M 5.9k 220.42
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Kimberly-Clark Corporation (KMB) 0.1 $1.3M 11k 121.51
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.3M 12k 104.10
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $1.3M 25k 51.04
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Lam Research Corporation (LRCX) 0.1 $1.3M -21% 1.6k 783.44
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Ishares Tr National Mun Etf (MUB) 0.1 $1.3M +9% 12k 108.41
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Aon Shs Cl A (AON) 0.1 $1.2M 4.2k 291.01
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Select Sector Spdr Tr Technology (XLK) 0.1 $1.2M -3% 6.3k 192.48
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Verizon Communications (VZ) 0.1 $1.2M -3% 32k 37.70
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CBOE Holdings (CBOE) 0.1 $1.2M 6.7k 178.55
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Zimmer Holdings (ZBH) 0.1 $1.2M 9.7k 121.69
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Ishares Msci Emrg Chn (EMXC) 0.1 $1.2M 21k 55.41
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General Electric Com New (GE) 0.1 $1.2M +17% 9.2k 127.64
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Archer Daniels Midland Company (ADM) 0.1 $1.1M -5% 16k 72.22
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Shell Spon Ads (SHEL) 0.1 $1.1M +2% 17k 65.80
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Advanced Micro Devices (AMD) 0.1 $1.1M +10% 7.7k 147.41
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.1M +141% 20k 56.40
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Yum! Brands (YUM) 0.1 $1.1M -4% 8.7k 130.66
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Mondelez Intl Cl A (MDLZ) 0.1 $1.1M +3% 16k 72.43
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Moody's Corporation (MCO) 0.1 $1.1M 2.9k 390.56
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Dollar Tree (DLTR) 0.1 $1.1M 7.8k 142.05
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Ishares Tr S&p 100 Etf (OEF) 0.1 $1.1M 4.9k 223.39
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $1.1M -4% 34k 32.64
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.1M 2.00 542625.50
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.1M -11% 17k 61.90
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Ishares Tr Expanded Tech (IGV) 0.1 $1.1M 2.6k 405.64
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Allstate Corporation (ALL) 0.1 $1.0M +3% 7.5k 139.98
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Carrier Global Corporation (CARR) 0.1 $1.0M -5% 18k 57.45
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Phillips 66 (PSX) 0.1 $1.0M +19% 7.7k 133.14
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Vanguard World Fds Financials Etf (VFH) 0.1 $1.0M 11k 92.26
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Nucor Corporation (NUE) 0.1 $1.0M -4% 5.8k 174.04
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Autodesk (ADSK) 0.1 $990k +4% 4.1k 243.48
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United Rentals (URI) 0.1 $986k 1.7k 573.42
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Paccar (PCAR) 0.1 $978k 10k 97.65
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Ishares Tr Eafe Value Etf (EFV) 0.1 $956k 18k 52.10
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W.W. Grainger (GWW) 0.0 $940k 1.1k 828.41
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Ameriprise Financial (AMP) 0.0 $918k 2.4k 379.77
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Smucker J M Com New (SJM) 0.0 $908k +19% 7.2k 126.38
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $902k 9.0k 100.51
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Waste Management (WM) 0.0 $899k -4% 5.0k 179.10
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $894k +11% 6.6k 136.37
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Amphenol Corp Cl A (APH) 0.0 $884k +6% 8.9k 99.13
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Jacobs Engineering Group (J) 0.0 $875k 6.7k 129.80
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At&t (T) 0.0 $873k -6% 52k 16.78
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Paypal Holdings (PYPL) 0.0 $862k +22% 14k 61.41
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $862k 2.3k 376.87
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Us Bancorp Del Com New (USB) 0.0 $861k -9% 20k 43.28
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Ishares Tr Us Industrials (IYJ) 0.0 $843k 7.4k 114.37
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Docusign Note 1/1 0.0 $841k -3% 845k 0.99
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O'reilly Automotive (ORLY) 0.0 $836k +2% 880.00 950.08
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Gildan Activewear Inc Com Cad (GIL) 0.0 $830k -2% 25k 33.06
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $813k 22k 37.22
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RPM International (RPM) 0.0 $810k 7.3k 111.63
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $807k -13% 16k 49.92
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Charter Communications Inc N Cl A (CHTR) 0.0 $802k -2% 2.1k 388.68
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Keysight Technologies (KEYS) 0.0 $800k -8% 5.0k 159.09
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $800k +2% 7.9k 101.77
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $796k -3% 6.4k 125.14
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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