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 101–150 of 2,726
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 19 | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 50K | $1M+ | SH |
| MCD | MCDONALDS CORP | 46K | $1M+ | SH |
| KO | COCA COLA CO | 199K | $1M+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 45K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 28K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 15K | $1M+ | SH |
| MUB | ISHARES TR | 121K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 43K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 45K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 234K | $1M+ | SH |
| ADBE | ADOBE INC | 35K | $1M+ | SH |
| GE | GE AEROSPACE | 39K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 207K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 131K | $1M+ | SH |
| IWS | ISHARES TR | 84K | $1M+ | SH |
| ITOT | ISHARES TR | 79K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 232K | $1M+ | SH |
| BOND | PIMCO ETF TR | 125K | $1M+ | SH |
| AMGN | AMGEN INC | 36K | $1M+ | SH |
| MRK | MERCK & CO INC | 110K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 487K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 45K | $1M+ | SH |
| AKAM | AKAMAI TECHNOLOGIES INC | 130K | $1M+ | SH |
| LOW | LOWES COS INC | 47K | $1M+ | SH |
| SJNK | SPDR SERIES TRUST | 445K | $1M+ | SH |
| SHYG | ISHARES TR | 257K | $1M+ | SH |
| CSGP | COSTAR GROUP INC | 161K | $1M+ | SH |
| CROX | CROCS INC | 126K | $1M+ | SH |
| BX | BLACKSTONE INC | 69K | $1M+ | SH |
| LECO | LINCOLN ELEC HLDGS INC | 44K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 347K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 40K | $1M+ | SH |
| T | AT&T INC | 405K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 108K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 48K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 129K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 466K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 161K | $1M+ | SH |
| IEMG | ISHARES INC | 131K | $1M+ | SH |
| ACWI | ISHARES TR | 62K | $1M+ | SH |
| QCOM | QUALCOMM INC | 49K | $1M+ | SH |
| SGOV | ISHARES TR | 83K | $1M+ | SH |
| DE | DEERE & CO | 18K | $1M+ | SH |
| TJX | TJX COS INC NEW | 54K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 102K | $1M+ | SH |
| USMV | ISHARES TR | 84K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 24K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 160K | $1M+ | SH |
| MS | MORGAN STANLEY | 41K | $1M+ | SH |