HoldingsChannel.com
Clearstead Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 338,685 -14,490 $91,157
     VOO338,685-14,490$91,157
VANGUARD INDEX FDS (VO) 212,702 -4,988 $35,555
     VO212,702-4,988$35,555
SPDR S&P MIDCAP 400 ETF TR (MDY) 68,490 +3,763 $24,286
     MDY68,490+3,763$24,286
ISHARES TR (JKE) 106,419 +1,361 $20,416
     JKE106,419+1,361$20,416
JPMORGAN CHASE & CO 182,414 +4,453 $20,394
     JPM182,414+4,453$20,394
SPDR SERIES TRUST (SDY) 195,669 +6,506 $19,739
     SDY195,669+6,506$19,739
INVESCO QQQ TR 105,541 +1,438 $19,709
     QQQ105,541+1,438$19,709
MICROSOFT CORP 141,479 +4,795 $18,952
     MSFT141,479+4,795$18,952
APPLE INC 93,826 +20,504 $18,570
     AAPL93,826+20,504$18,570
ISHARES TR (IJH) 95,560 +5,501 $18,564
     IJH95,560+5,501$18,564
ISHARES TR (IWV) 95,015 +11,154 $16,377
     IWV95,015+11,154$16,377
ISHARES TR (EFA) 214,112 -1,026 $14,074
     EFA214,112-1,026$14,074
EXXON MOBIL CORP 176,090 -4,239 $13,494
     XOM176,090-4,239$13,494
ISHARES TR (IVV) 41,330 -545 $12,182
     IVV41,330-545$12,182
VANGUARD INDEX FDS (VNQ) 125,560 +10,668 $10,974
     VNQ125,560+10,668$10,974
PEPSICO INC 73,268 +1,477 $9,608
     PEP73,268+1,477$9,608
COMMERCIAL VEH GROUP INC 1,102,979 -698,635 $8,846
     CVGI1,102,979-698,635$8,846
ISHARES TR (IEF) 73,167 +73,167 $8,050
     IEF73,167+73,167$8,050
BERKSHIRE HATHAWAY INC DEL      $7,639
     BRK.B29,863+2,038$6,366
     BRK.A4UNCH$1,273
DISNEY WALT CO 51,099 +1,895 $7,136
     DIS51,099+1,895$7,136
PROGRESSIVE CORP OHIO 87,844 -1,050 $7,021
     PGR87,844-1,050$7,021
JOHNSON & JOHNSON 49,882 +1,525 $6,947
     JNJ49,882+1,525$6,947
HOME DEPOT INC 33,052 +1,138 $6,873
     HD33,052+1,138$6,873
ABBOTT LABS 81,413 +108 $6,847
     ABT81,413+108$6,847
ISHARES TR (IWR) 118,775 +4,001 $6,636
     IWR118,775+4,001$6,636
ISHARES TR (IJR) 84,419 +4,361 $6,608
     IJR84,419+4,361$6,608
ISHARES TR (USMV) 99,053 UNCH $6,115
     USMV99,053UNCH$6,115
COVIA HLDGS CORP 3,099,701 +212,593 $6,075
     CVIA3,099,701+212,593$6,075
LINCOLN ELEC HLDGS INC 72,491 +3 $5,967
     LECO72,491+3$5,967
PROCTER AND GAMBLE CO 52,416 -267 $5,747
     PG52,416-267$5,747
INTEL CORP 114,421 +385 $5,477
     INTC114,421+385$5,477
SPDR S&P 500 ETF TR (SPY) 18,390 +86 $5,388
     SPY18,390+86$5,388
ZIONS BANCORPORATION N A 116,002 UNCH $5,334
     ZION116,002UNCH$5,334
CISCO SYS INC 94,715 +3,321 $5,184
     CSCO94,715+3,321$5,184
AUTOMATIC DATA PROCESSING IN 31,147 +50 $5,150
     ADP31,147+50$5,150
ISHARES TR (IEFA) 83,700 -6,024 $5,139
     IEFA83,700-6,024$5,139
PFIZER INC 116,394 +1,320 $5,042
     PFE116,394+1,320$5,042
CHEVRON CORP NEW 40,253 -1,042 $5,009
     CVX40,253-1,042$5,009
ISHARES TR (IVW) 27,544 +178 $4,937
     IVW27,544+178$4,937
ISHARES TR (IVE) 40,260 +278 $4,693
     IVE40,260+278$4,693
MERCK & CO INC 54,509 +1,001 $4,571
     MRK54,509+1,001$4,571
ALPHABET INC 4,153 +158 $4,497
     GOOGL4,153+158$4,497
WELLS FARGO CO NEW 90,900 -1,234 $4,301
     WFC90,900-1,234$4,301
VANGUARD INDEX FDS (VTI) 28,104 +2,849 $4,218
     VTI28,104+2,849$4,218
ISHARES TR (IWM) 26,756 -150 $4,161
     IWM26,756-150$4,161
AMAZON COM INC 2,190 +236 $4,147
     AMZN2,190+236$4,147
NIKE INC 48,318 -722 $4,056
     NKE48,318-722$4,056
KEYCORP NEW 224,860 +2 $3,991
     KEY224,860+2$3,991
3M CO 22,757 +835 $3,945
     MMM22,757+835$3,945
ISHARES TR (IWB) 23,051 +212 $3,752
     IWB23,051+212$3,752

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 06/30/2019: $750,825
At 03/31/2019: $725,070

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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