CIK 842775
Clearstead Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
2,726
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 901–950 of 2,726
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DEO | DIAGEO PLC | 3K | $100K–$500K | SH |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | 10K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 2K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| UEIC | UNIVERSAL ELECTRS INC | 61K | $100K–$500K | SH |
| RGCO | RGC RES INC | 10K | $100K–$500K | SH |
| ZS | ZSCALER INC | 971 | $100K–$500K | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 3K | $100K–$500K | SH |
| CMS | CMS ENERGY CORP | 3K | $100K–$500K | SH |
| CART | MAPLEBEAR INC | 5K | $100K–$500K | SH |
| DISV | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| MPLX | MPLX LP | 4K | $100K–$500K | SH |
| FICO | FAIR ISAAC CORP | 127 | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 1K | $100K–$500K | SH |
| DVA | DAVITA INC | 2K | $100K–$500K | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| IYR | ISHARES TR | 2K | $100K–$500K | SH |
| NET | CLOUDFLARE INC | 1K | $100K–$500K | SH |
| PODD | INSULET CORP | 745 | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 1K | $100K–$500K | SH |
| OCSL | OAKTREE SPECIALTY LENDING CO | 17K | $100K–$500K | SH |
| FAB | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| CWST | CASELLA WASTE SYS INC | 2K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 5K | $100K–$500K | SH |
| NTSX | WISDOMTREE TR | 4K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| HLIO | HELIOS TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| IHDG | WISDOMTREE TR | 4K | $100K–$500K | SH |
| VST | VISTRA CORP | 1K | $100K–$500K | SH |
| PPTA | PERPETUA RESOURCES CORP | 8K | $100K–$500K | SH |
| DDOG | DATADOG INC | 1K | $100K–$500K | SH |
| BC | BRUNSWICK CORP | 3K | $100K–$500K | SH |
| AIT | APPLIED INDL TECHNOLOGIES IN | 763 | $100K–$500K | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 4K | $100K–$500K | SH |
| EIM | EATON VANCE MUN BD FD | 20K | $100K–$500K | SH |
| XHB | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| XYZ | BLOCK INC | 3K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 745 | $100K–$500K | SH |
| XLB | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| EMB | ISHARES TR | 2K | $100K–$500K | SH |
| PLMR | PALOMAR HLDGS INC | 1K | $100K–$500K | SH |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 3K | $100K–$500K | SH |
| SAIA | SAIA INC | 571 | $100K–$500K | SH |
| MTB | M & T BK CORP | 914 | $100K–$500K | SH |
| FEGE | RBB FUND TRUST | 4K | $100K–$500K | SH |
| DFSU | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| VYX | NCR VOYIX CORPORATION | 18K | $100K–$500K | SH |
| MASI | MASIMO CORP | 1K | $100K–$500K | SH |
| PCOR | PROCORE TECHNOLOGIES INC | 2K | $100K–$500K | SH |