HoldingsChannel.com
Clearstead Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 328,114 -10,571 $89,444
     VOO328,114-10,571$89,444
VANGUARD INDEX FDS (VO) 203,686 -9,016 $34,138
     VO203,686-9,016$34,138
SPDR S&P MIDCAP 400 ETF TR (MDY) 68,383 -107 $24,103
     MDY68,383-107$24,103
ISHARES TR (JKE) 117,977 +11,558 $22,587
     JKE117,977+11,558$22,587
INVESCO QQQ TR 115,545 +10,004 $21,816
     QQQ115,545+10,004$21,816
JPMORGAN CHASE & CO 182,937 +523 $21,530
     JPM182,937+523$21,530
APPLE INC 91,388 -2,438 $20,468
     AAPL91,388-2,438$20,468
SPDR SERIES TRUST (SDY) 196,835 +1,166 $20,195
     SDY196,835+1,166$20,195
MICROSOFT CORP 138,285 -3,194 $19,226
     MSFT138,285-3,194$19,226
ISHARES TR (IJH) 95,970 +410 $18,544
     IJH95,970+410$18,544
ISHARES TR (IWV) 94,304 -711 $16,387
     IWV94,304-711$16,387
ISHARES TR (EFA) 204,210 -9,902 $13,317
     EFA204,210-9,902$13,317
ISHARES TR (IVV) 40,927 -403 $12,218
     IVV40,927-403$12,218
EXXON MOBIL CORP 170,960 -5,130 $12,072
     XOM170,960-5,130$12,072
ISHARES TR (IEF) 102,505 +29,338 $11,529
     IEF102,505+29,338$11,529
VANGUARD INDEX FDS (VNQ) 121,994 -3,566 $11,376
     VNQ121,994-3,566$11,376
PEPSICO INC 71,978 -1,290 $9,868
     PEP71,978-1,290$9,868
BERKSHIRE HATHAWAY INC DEL      $7,489
     BRK.B30,006+143$6,242
     BRK.A4UNCH$1,247
HOME DEPOT INC 30,834 -2,218 $7,154
     HD30,834-2,218$7,154
PROGRESSIVE CORP OHIO 92,498 +4,654 $7,145
     PGR92,498+4,654$7,145
ISHARES TR (USMV) 108,889 +9,836 $6,980
     USMV108,889+9,836$6,980
DISNEY WALT CO 52,389 +1,290 $6,827
     DIS52,389+1,290$6,827
ABBOTT LABS 77,626 -3,787 $6,495
     ABT77,626-3,787$6,495
ISHARES TR (IJR) 82,683 -1,736 $6,436
     IJR82,683-1,736$6,436
PROCTER & GAMBLE CO 51,100 -1,316 $6,356
     PG51,100-1,316$6,356
JOHNSON & JOHNSON 49,015 -867 $6,342
     JNJ49,015-867$6,342
ISHARES TR (IWR) 112,776 -5,999 $6,310
     IWR112,776-5,999$6,310
LINCOLN ELEC HLDGS INC 72,120 -371 $6,257
     LECO72,120-371$6,257
COVIA HLDGS CORP 3,064,729 -34,972 $6,191
     CVIA3,064,729-34,972$6,191
INTEL CORP 115,283 +862 $5,941
     INTC115,283+862$5,941
ISHARES TR (IEFA) 86,567 +2,867 $5,287
     IEFA86,567+2,867$5,287
ZIONS BANCORPORATION N A 116,002 UNCH $5,164
     ZION116,002UNCH$5,164
ALPHABET INC 4,169 +16 $5,091
     GOOGL4,169+16$5,091
COMMERCIAL VEH GROUP INC 705,315 -397,664 $5,085
     CVGI705,315-397,664$5,085
ISHARES TR (IVW) 26,775 -769 $4,820
     IVW26,775-769$4,820
ISHARES TR (IVE) 39,307 -953 $4,683
     IVE39,307-953$4,683
AUTOMATIC DATA PROCESSING IN 28,970 -2,177 $4,676
     ADP28,970-2,177$4,676
CHEVRON CORP NEW 39,425 -828 $4,676
     CVX39,425-828$4,676
CISCO SYS INC 92,489 -2,226 $4,570
     CSCO92,489-2,226$4,570
MERCK & CO INC 53,972 -537 $4,543
     MRK53,972-537$4,543
NIKE INC 47,354 -964 $4,447
     NKE47,354-964$4,447
WELLS FARGO CO NEW 88,121 -2,779 $4,445
     WFC88,121-2,779$4,445
AMAZON COM INC 2,413 +223 $4,189
     AMZN2,413+223$4,189
PFIZER INC 115,588 -806 $4,153
     PFE115,588-806$4,153
PROSHARES TR (QLD) 42,034 +10,971 $4,066
     QLD42,034+10,971$4,066
ISHARES TR (IWM) 25,821 -935 $3,908
     IWM25,821-935$3,908
SPDR S&P 500 ETF TR (SPY) 12,993 -5,397 $3,856
     SPY12,993-5,397$3,856
ISHARES TR (IWB) 23,069 +18 $3,796
     IWB23,069+18$3,796
COSTCO WHSL CORP NEW 13,078 +587 $3,768
     COST13,078+587$3,768
COCA COLA CO 69,037 +559 $3,758
     KO69,037+559$3,758

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 09/30/2019: $747,232
At 06/30/2019: $750,825

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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