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 51–100 of 2,726
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWB | ISHARES TR | 79K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 236K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 196K | $1M+ | SH |
| IXUS | ISHARES TR | 328K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 44K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 171K | $1M+ | SH |
| HD | HOME DEPOT INC | 73K | $1M+ | SH |
| IBMQ | ISHARES TR | 962K | $1M+ | SH |
| IBMP | ISHARES TR | 957K | $1M+ | SH |
| IBMR | ISHARES TR | 952K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 242K | $1M+ | SH |
| IVE | ISHARES TR | 114K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 171K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 4K | $1M+ | SH |
| ABBV | ABBVIE INC | 102K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 251K | $1M+ | SH |
| V | VISA INC | 66K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 100K | $1M+ | SH |
| IWM | ISHARES TR | 93K | $1M+ | SH |
| IBMS | ISHARES TR | 877K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 122K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 676K | $1M+ | SH |
| USHY | ISHARES TR | 585K | $1M+ | SH |
| AGG | ISHARES TR | 217K | $1M+ | SH |
| CRM | SALESFORCE INC | 81K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 97K | $1M+ | SH |
| PFM | INVESCO EXCHANGE TRADED FD T | 415K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 149K | $1M+ | SH |
| TSLA | TESLA INC | 47K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 127K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC | 33K | $1M+ | SH |
| KEY | KEYCORP | 978K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 245K | $1M+ | SH |
| CSCO | CISCO SYS INC | 257K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 84K | $1M+ | SH |
| ABT | ABBOTT LABS | 152K | $1M+ | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 1.7M | $1M+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 72K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 21K | $1M+ | SH |
| LYV | LIVE NATION ENTERTAINMENT IN | 127K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 48K | $1M+ | SH |
| GLD | SPDR GOLD TR | 43K | $1M+ | SH |
| ZM | ZOOM COMMUNICATIONS INC | 195K | $1M+ | SH |
| HYLB | DBX ETF TR | 450K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 95K | $1M+ | SH |
| NOW | SERVICENOW INC | 107K | $1M+ | SH |
| ETN | EATON CORP PLC | 50K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 256K | $1M+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 122K | $1M+ | SH |
| ACI | ALBERTSONS COS INC | 890K | $1M+ | SH |