Clearstead Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CA Clearstead Advisors, LLC | Institutional Filer | ▼ 11.57% | $10.95B | 2232 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 3632)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 1.7M | $993.8M | 10.26% |
| 2 | PCAR | PACCAR Inc | Industrials | 4.9M | $563.3M | 5.82% |
| 3 | MSFT | Microsoft Corporation | Technology | 910K | $336.7M | 3.48% |
| 4 | AAPL | Apple Inc. | Technology | 1.2M | $293.1M | 3.03% |
| 5 | IVV | ISHARES TR | — | 438K | $285.8M | 2.95% |
| 6 | IDEV | ISHARES TR | — | 3.1M | $255.1M | 2.64% |
| 7 | IWF | ISHARES TR | — | 539K | $229.8M | 2.37% |
| 8 | VO | VANGUARD INDEX FDS | — | 710K | $203.8M | 2.11% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 926K | $192.9M | 1.99% |
| 10 | DIHP | DIMENSIONAL ETF TRUST | — | 5.5M | $178.1M | 1.84% |
| 11 | VTI | VANGUARD INDEX FDS | — | 543K | $174.2M | 1.80% |
| 12 | SPY | SPDR S&P 500 ETF Trust | — | 252K | $164.1M | 1.70% |
| 13 | VTV | VANGUARD INDEX FDS | — | 751K | $147.3M | 1.52% |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | — | 3.0M | $141.7M | 1.46% |
| 15 | SPDW | SPDR INDEX SHS FDS | — | 3.1M | $141.5M | 1.46% |
Showing 1 to 15 of 1000 holdings