HoldingsChannel.com
Clearstead Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 356,610 +30,837 $84,452
     VOO356,610+30,837$84,452
VANGUARD INDEX FDS (VO) 193,246 -2,496 $25,441
     VO193,246-2,496$25,441
INVESCO QQQ TR 118,916 +2,209 $22,642
     QQQ118,916+2,209$22,642
APPLE INC 88,449 -3,567 $22,492
     AAPL88,449-3,567$22,492
ISHARES TR (JKE) 120,721 +1,808 $22,424
     JKE120,721+1,808$22,424
MICROSOFT CORP 127,332 -2,184 $20,082
     MSFT127,332-2,184$20,082
SPDR SER TR (SDY) 215,442 +15,398 $17,205
     SDY215,442+15,398$17,205
JPMORGAN CHASE & CO 182,223 -839 $16,406
     JPM182,223-839$16,406
SPDR S&P MIDCAP 400 ETF TR (MDY) 55,551 -13,891 $14,603
     MDY55,551-13,891$14,603
ISHARES TR (IWV) 97,649 +3,344 $14,484
     IWV97,649+3,344$14,484
ISHARES TR (IJH) 97,893 -3,500 $14,083
     IJH97,893-3,500$14,083
ISHARES TR (USMV) 253,909 +127,517 $13,714
     USMV253,909+127,517$13,714
ISHARES TR (IEF) 106,043 +7,190 $12,882
     IEF106,043+7,190$12,882
VANGUARD INDEX FDS (VNQ) 179,055 +55,924 $12,507
     VNQ179,055+55,924$12,507
ISHARES TR (IVV) 45,208 +4,695 $11,682
     IVV45,208+4,695$11,682
PEPSICO INC 73,049 -1,905 $8,773
     PEP73,049-1,905$8,773
ISHARES TR (EFA) 159,637 -53,900 $8,534
     EFA159,637-53,900$8,534
PROCTER & GAMBLE CO 63,229 +6,923 $6,955
     PG63,229+6,923$6,955
PROGRESSIVE CORP OHIO 85,482 -5,115 $6,312
     PGR85,482-5,115$6,312
JOHNSON & JOHNSON 48,036 -1,854 $6,299
     JNJ48,036-1,854$6,299
INTEL CORP 114,335 -755 $6,188
     INTC114,335-755$6,188
BERKSHIRE HATHAWAY INC DEL      $6,183
     BRK.B27,865-2,456$5,095
     BRK.A4UNCH$1,088
EXXON MOBIL CORP 157,707 -5,835 $5,988
     XOM157,707-5,835$5,988
ABBOTT LABS 75,858 -3,006 $5,986
     ABT75,858-3,006$5,986
ISHARES TR (IWB) 42,011 +18,923 $5,946
     IWB42,011+18,923$5,946
ISHARES TR (IEFA) 118,290 +32,758 $5,901
     IEFA118,290+32,758$5,901
ISHARES TR (IJR) 98,670 +3,607 $5,536
     IJR98,670+3,607$5,536
HOME DEPOT INC 29,460 -1,226 $5,500
     HD29,460-1,226$5,500
STERIS PLC 38,148 +13,419 $5,340
     STE38,148+13,419$5,340
ISHARES TR (IWR) 119,651 +7,652 $5,165
     IWR119,651+7,652$5,165
AMAZON COM INC 2,578 +48 $5,026
     AMZN2,578+48$5,026
ALPHABET INC 4,262 +39 $4,952
     GOOGL4,262+39$4,952
VANGUARD INDEX FDS (VB) 42,744 +25,914 $4,934
     VB42,744+25,914$4,934
LINCOLN ELEC HLDGS INC 70,586 -857 $4,870
     LECO70,586-857$4,870
DISNEY WALT CO 49,767 -884 $4,808
     DIS49,767-884$4,808
ISHARES TR (IVW) 26,602 +387 $4,391
     IVW26,602+387$4,391
AUTOMATIC DATA PROCESSING IN 29,165 -250 $3,986
     ADP29,165-250$3,986
MERCK & CO. INC 51,566 -3,270 $3,967
     MRK51,566-3,270$3,967
PROSHARES TR (QLD) 44,049 +163 $3,946
     QLD44,049+163$3,946
NIKE INC 46,707 -2,261 $3,865
     NKE46,707-2,261$3,865
ISHARES TR (IVE) 39,589 +484 $3,810
     IVE39,589+484$3,810
COSTCO WHSL CORP NEW 13,291 +146 $3,790
     COST13,291+146$3,790
CISCO SYS INC 92,817 -7,648 $3,649
     CSCO92,817-7,648$3,649
PFIZER INC 108,624 -7,986 $3,545
     PFE108,624-7,986$3,545
ISHARES TR (EFV) 95,728 +87,628 $3,417
     EFV95,728+87,628$3,417
BRISTOL MYERS SQUIBB CO 57,265 -6,659 $3,192
     BMY57,265-6,659$3,192
ZIONS BANCORPORATION N A 116,002 UNCH $3,104
     ZION116,002UNCH$3,104
3M CO 22,618 +573 $3,088
     MMM22,618+573$3,088
COCA COLA CO 66,792 -5,673 $2,956
     KO66,792-5,673$2,956
ISHARES TR (IWM) 25,744 -160 $2,947
     IWM25,744-160$2,947

See Full List: All Stocks Held By Clearstead Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Clearstead Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $686,788
At 12/31/2019: $824,105

Clearstead Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clearstead Advisors LLC 13F filings. Link to 13F filings: SEC filings

Clearstead Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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