Clearstead Advisors, LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$2.0B
Holdings
1,543
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (1,543 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $208.6M |
AAPLAPPLE INC | $87.0M |
VOVANGUARD INDEX FDS | $68.1M |
JEPIJ P MORGAN EXCHANGE TRADED F | $68.0M |
MSFTMICROSOFT CORP | $63.5M |
IJHISHARES TR | $47.7M |
IVVISHARES TR | $44.2M |
SPYSPDR S&P 500 ETF TR | $39.6M |
VBVANGUARD INDEX FDS | $37.0M |
IJRISHARES TR | $36.7M |
SDYSPDR SER TR | $32.2M |
SCHRSCHWAB STRATEGIC TR | $29.8M |
IVWISHARES TR | $29.2M |
MDYSPDR S&P MIDCAP 400 ETF TR | $29.0M |
IWVISHARES TR | $26.7M |
GOOGLALPHABET INC | $25.1M |
VTIVANGUARD INDEX FDS | $23.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $23.5M |
JPMJPMORGAN CHASE & CO | $23.4M |
AMZNAMAZON COM INC | $23.0M |
VIGVANGUARD SPECIALIZED FUNDS | $20.7M |
IVEISHARES TR | $19.8M |
GOOGALPHABET INC | $17.8M |
PGRPROGRESSIVE CORP | $17.5M |
COSTCOSTCO WHSL CORP NEW | $16.3M |
VTVANGUARD INTL EQUITY INDEX F | $16.2M |
HDHOME DEPOT INC | $15.4M |
LECOLINCOLN ELEC HLDGS INC | $15.3M |
LLYELI LILLY & CO | $15.1M |
PEPPEPSICO INC | $14.6M |
PGPROCTER AND GAMBLE CO | $14.0M |
XOMEXXON MOBIL CORP | $12.8M |
SGOVISHARES TR | $12.6M |
JNJJOHNSON & JOHNSON | $12.3M |
IWBISHARES TR | $12.1M |
USMVISHARES TR | $12.1M |
NVDANVIDIA CORPORATION | $11.7M |
VVISA INC | $11.4M |
IWRISHARES TR | $10.2M |
FTAIFTAI AVIATION LTD | $10.0M |
MCDMCDONALDS CORP | $9.9M |
ABTABBOTT LABS | $9.5M |
MRKMERCK & CO INC | $9.4M |
VTEBVANGUARD MUN BD FDS | $9.2M |
AQLTISHARES TR | $9.1M |
ETNEATON CORP PLC | $9.0M |
EFAISHARES TR | $8.8M |
ABBVABBVIE INC | $8.6M |
ARCCARES CAPITAL CORP | $8.6M |
RSPINVESCO EXCHANGE TRADED FD T | $8.3M |
KEYKEYCORP | $8.2M |
ORCLORACLE CORP | $8.0M |
CSCOCISCO SYS INC | $7.9M |
MAMASTERCARD INCORPORATED | $7.8M |
ADPAUTOMATIC DATA PROCESSING IN | $7.6M |
VEAVANGUARD TAX-MANAGED FDS | $7.5M |
PHPARKER-HANNIFIN CORP | $7.3M |
METAMETA PLATFORMS INC | $7.2M |
AXPAMERICAN EXPRESS CO | $7.1M |
DYHTARGET CORP | $6.9M |
SCHMSCHWAB STRATEGIC TR | $6.7M |
VEUVANGUARD INTL EQUITY INDEX F | $6.6M |
AVGOBROADCOM INC | $6.6M |
KOCOCA COLA CO | $6.4M |
UNHUNITEDHEALTH GROUP INC | $6.3M |
FITBFIFTH THIRD BANCORP | $6.2M |
CVXCHEVRON CORP NEW | $6.2M |
IWMISHARES TR | $6.0M |
AMATAPPLIED MATLS INC | $5.9M |
DISDISNEY WALT CO | $5.9M |
WMTWALMART INC | $5.6M |
TSLATESLA INC | $5.5M |
VHTVANGUARD WORLD FD | $5.3M |
LOWLOWES COS INC | $5.3M |
AMGNAMGEN INC | $5.3M |
VYMVANGUARD WHITEHALL FDS | $5.3M |
VCLTVANGUARD SCOTTSDALE FDS | $5.3M |
VNQVANGUARD INDEX FDS | $5.1M |
BXBLACKSTONE INC | $5.1M |
VTVVANGUARD INDEX FDS | $5.1M |
DHRDANAHER CORPORATION | $5.0M |
SCHDSCHWAB STRATEGIC TR | $5.0M |
IEMGISHARES INC | $4.9M |
SHWSHERWIN WILLIAMS CO | $4.7M |
NKENIKE INC | $4.6M |
ACNACCENTURE PLC IRELAND | $4.4M |
VXFVANGUARD INDEX FDS | $4.3M |
MUMICRON TECHNOLOGY INC | $4.3M |
NDQINVESCO QQQ TR | $4.3M |
VWOVANGUARD INTL EQUITY INDEX F | $4.2M |
NOCNORTHROP GRUMMAN CORP | $4.2M |
IWFISHARES TR | $4.0M |
RWRSPDR SER TR | $3.9M |
VONEVANGUARD SCOTTSDALE FDS | $3.8M |
CRMSALESFORCE INC | $3.8M |
GSGOLDMAN SACHS GROUP INC | $3.8M |
EMREMERSON ELEC CO | $3.8M |
TXNTEXAS INSTRS INC | $3.7M |
TFSLTFS FINL CORP | $3.6M |
SHYISHARES TR | $3.6M |
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