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 401–450 of 2,726
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ECL | ECOLAB INC | 5K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 30K | $1M+ | SH |
| YUM | YUM BRANDS INC | 9K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 4K | $1M+ | SH |
| AAPL | APPLE INC | 5K | $1M+ | PRN (Put) |
| FISV | FISERV INC | 19K | $1M+ | SH |
| IBDT | ISHARES TR | 50K | $1M+ | SH |
| SHOP | SHOPIFY INC | 8K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 15K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 1K | $1M+ | SH |
| QQQI | NEOS ETF TRUST | 23K | $1M+ | SH |
| EQH | EQUITABLE HLDGS INC | 26K | $1M+ | SH |
| SCZ | ISHARES TR | 16K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 14K | $1M+ | SH |
| IYW | ISHARES TR | 6K | $1M+ | SH |
| JEF | JEFFERIES FINL GROUP INC | 20K | $1M+ | SH |
| RXI | ISHARES TR | 6K | $1M+ | SH |
| AES | AES CORP | 85K | $1M+ | SH |
| MBCN | MIDDLEFIELD BANC CORP | 35K | $1M+ | SH |
| BCAT | BLACKROCK CAP ALLOCATION TER | 84K | $1M+ | SH |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 71K | $1M+ | SH |
| GIL | GILDAN ACTIVEWEAR INC | 19K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 13K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 3K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 4K | $1M+ | SH |
| VTEI | VANGUARD MUN BD FDS | 12K | $1M+ | SH |
| EPI | WISDOMTREE TR | 25K | $1M+ | SH |
| VLTO | VERALTO CORP | 12K | $1M+ | SH |
| BE | BLOOM ENERGY CORP | 13K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 12K | $1M+ | SH |
| SAP | SAP SE | 5K | $1M+ | SH |
| HYG | ISHARES TR | 14K | $1M+ | SH |
| CNC | CENTENE CORP DEL | 28K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 42K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 6K | $1M+ | SH |
| KR | KROGER CO | 18K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC | 11K | $1M+ | SH |
| DG | DOLLAR GEN CORP NEW | 9K | $1M+ | SH |
| USB | US BANCORP DEL | 21K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 31K | $1M+ | SH |
| KEX | KIRBY CORP | 10K | $1M+ | SH |
| MINT | PIMCO ETF TR | 11K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 5K | $1M+ | SH |
| RL | RALPH LAUREN CORP | 3K | $1M+ | SH |
| SCHK | SCHWAB STRATEGIC TR | 34K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 24K | $1M+ | SH |
| HUBB | HUBBELL INC | 2K | $1M+ | SH |
| SONY | SONY GROUP CORP | 43K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 7K | $1M+ | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 10K | $1M+ | SH |