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 251–300 of 2,726
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | 65K | $1M+ | SH |
| IWO | ISHARES TR | 10K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 32K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 13K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 8K | $1M+ | SH |
| ALL | ALLSTATE CORP | 15K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 150K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 48K | $1M+ | SH |
| MCK | MCKESSON CORP | 4K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 9K | $1M+ | SH |
| IWN | ISHARES TR | 17K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 12K | $1M+ | SH |
| SPGM | SPDR INDEX SHS FDS | 39K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 93K | $1M+ | SH |
| MCO | MOODYS CORP | 6K | $1M+ | SH |
| NDSN | NORDSON CORP | 12K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 108K | $1M+ | SH |
| ZTS | ZOETIS INC | 23K | $1M+ | SH |
| TGT | TARGET CORP | 29K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 36K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 35K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 96K | $1M+ | SH |
| IGSB | ISHARES TR | 52K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 8K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 4K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 8K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 9K | $1M+ | SH |
| NVS | NOVARTIS AG | 19K | $1M+ | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 76K | $1M+ | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 135K | $1M+ | SH |
| FDX | FEDEX CORP | 9K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | PRN (Put) |
| IGV | ISHARES TR | 24K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 19K | $1M+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 4K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 36K | $1M+ | SH |
| RY | ROYAL BK CDA | 15K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 85K | $1M+ | SH |
| CI | THE CIGNA GROUP | 9K | $1M+ | SH |
| VTES | VANGUARD WELLINGTON FD | 24K | $1M+ | SH |
| HAP | VANECK ETF TRUST | 41K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 29K | $1M+ | SH |
| KLAC | KLA CORP | 2K | $1M+ | SH |
| KKR | KKR & CO INC | 19K | $1M+ | SH |
| D | DOMINION ENERGY INC | 41K | $1M+ | SH |
| CORZ | CORE SCIENTIFIC INC NEW | 164K | $1M+ | SH |
| GOVT | ISHARES TR | 103K | $1M+ | SH |
| LH | LABCORP HOLDINGS INC | 9K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 28K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 25K | $1M+ | SH |