Clearstead Advisors, LLC Q2 2022 Filing

Filed August 12, 2022

Portfolio Value

$1.3T

Holdings

1,337

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (1,337 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
424,701$147.3B11.48%
2
AAPLAPPLE INC
354,254$48.4B3.77%
3
ILCGISHARES TR
858,882$43.0B3.35%
4
MSFTMICROSOFT CORP
157,685$40.5B3.16%
5
VOVANGUARD INDEX FDS
198,044$39.0B3.04%
6
NDQINVESCO QQQ TR
109,243$30.6B2.39%
7
QLDPROSHARES TR
594,351$24.6B1.92%
8
IVVISHARES TR
57,860$21.9B1.71%
9
IJHISHARES TR
94,946$21.5B1.67%
10
IWVISHARES TR
94,383$20.5B1.60%
11
VBVANGUARD INDEX FDS
114,302$20.1B1.57%
12
MDYSPDR S&P MIDCAP 400 ETF TR
48,600$20.1B1.57%
13
SDYSPDR SER TR
152,522$18.1B1.41%
14
SPYSPDR S&P 500 ETF TR
38,147$14.4B1.12%
15
JEPIJ P MORGAN EXCHANGE TRADED F
258,356$14.3B1.12%
16
HDHOME DEPOT INC
48,118$13.2B1.03%
17
GOOGLALPHABET INC
6,002$13.1B1.02%
18
PEPPEPSICO INC
77,758$13.0B1.01%
19
IWBISHARES TR
61,799$12.8B1.00%
20
JNJJOHNSON & JOHNSON
69,441$12.3B0.96%
21
IJRISHARES TR
126,745$11.7B0.91%
22
PGPROCTER AND GAMBLE CO
81,320$11.7B0.91%
23
JPMJPMORGAN CHASE & CO
100,914$11.4B0.89%
24
BRK/BBERKSHIRE HATHAWAY INC DEL
41,541$11.3B0.88%
25
USMVISHARES TR
157,115$11.0B0.86%
26
TSLATESLA INC
16,350$11.0B0.86%
27
ADPAUTOMATIC DATA PROCESSING IN
50,615$10.6B0.83%
28
AMZNAMAZON COM INC
94,473$10.0B0.78%
29
ABTABBOTT LABS
90,552$9.8B0.77%
30
XOMEXXON MOBIL CORP
114,364$9.8B0.76%
31
ABBVABBVIE INC
61,350$9.4B0.73%
32
PGRPROGRESSIVE CORP
80,753$9.4B0.73%
33
IWRISHARES TR
137,249$8.9B0.69%
34
COSTCOSTCO WHSL CORP NEW
18,175$8.7B0.68%
35
MRKMERCK & CO INC
92,939$8.5B0.66%
36
LECOLINCOLN ELEC HLDGS INC
66,077$8.2B0.64%
37
UNHUNITEDHEALTH GROUP INC
15,550$8.0B0.62%
38
PFEPFIZER INC
148,805$7.8B0.61%
39
VTIVANGUARD INDEX FDS
38,892$7.3B0.57%
40
CSCOCISCO SYS INC
170,391$7.3B0.57%
41
EFAISHARES TR
115,821$7.2B0.56%
42
ARCCARES CAPITAL CORP
398,707$7.1B0.56%
43
VIGVANGUARD SPECIALIZED FUNDS
48,111$6.9B0.54%
44
VVISA INC
34,305$6.8B0.53%
45
VNQVANGUARD INDEX FDS
73,224$6.7B0.52%
46
GOOGALPHABET INC
3,020$6.6B0.51%
47
KOCOCA COLA CO
104,417$6.6B0.51%
48
MCDMCDONALDS CORP
25,535$6.3B0.49%
49
INTCINTEL CORP
167,733$6.3B0.49%
50
LLYLILLY ELI & CO
19,293$6.3B0.49%
51
BMYBRISTOL-MYERS SQUIBB CO
74,834$5.8B0.45%
52
IVWISHARES TR
94,956$5.7B0.45%
53
CVXCHEVRON CORP NEW
37,778$5.5B0.43%
54
STESTERIS PLC
26,400$5.4B0.42%
55
KEYKEYCORP
299,697$5.2B0.40%
56
DISDISNEY WALT CO
54,326$5.1B0.40%
57
VCLTVANGUARD SCOTTSDALE FDS
60,494$4.9B0.38%
58
MAMASTERCARD INCORPORATED
15,155$4.8B0.37%
59
IWMISHARES TR
28,205$4.8B0.37%
60
AQLTISHARES TR
80,508$4.7B0.37%
61
VTVANGUARD INTL EQUITY INDEX F
53,046$4.5B0.35%
62
IEMGISHARES INC
89,185$4.4B0.34%
63
VEAVANGUARD TAX-MANAGED INTL FD
106,063$4.3B0.34%
64
USOUNITED STS OIL FD LP
52,083$4.2B0.33%
65
NKENIKE INC
40,353$4.1B0.32%
66
AMGNAMGEN INC
16,894$4.1B0.32%
67
RWRSPDR SER TR
42,643$4.1B0.32%
68
DYHTARGET CORP
28,254$4.0B0.31%
69
ORCLORACLE CORP
57,019$4.0B0.31%
70
1939900DBROOKFIELD INFRASTRUCTURE CO
93,606$4.0B0.31%
71
GQ9SPDR GOLD TR
23,375$3.9B0.31%
72
IVEISHARES TR
28,374$3.9B0.30%
73
VWOVANGUARD INTL EQUITY INDEX F
93,267$3.9B0.30%
74
DHRDANAHER CORPORATION
15,270$3.9B0.30%
75
BACVERIZON COMMUNICATIONS INC
75,951$3.9B0.30%
76
FTAIEURFORTRESS TRANS INFRST INVS L
191,165$3.7B0.29%
77
CVGICOMMERCIAL VEH GROUP INC
627,639$3.7B0.29%
78
VEUVANGUARD INTL EQUITY INDEX F
72,732$3.6B0.28%
79
SCHMSCHWAB STRATEGIC TR
57,085$3.6B0.28%
80
MMM3M CO
26,800$3.5B0.27%
81
NOCNORTHROP GRUMMAN CORP
7,142$3.4B0.27%
82
WMTWALMART INC
26,587$3.2B0.25%
83
NEENEXTERA ENERGY INC
41,456$3.2B0.25%
84
AMCRAMCOR PLC
254,523$3.2B0.25%
85
LOWLOWES COS INC
17,496$3.1B0.24%
86
AQLTISHARES TR
25,880$3.0B0.24%
87
SHWSHERWIN WILLIAMS CO
13,420$3.0B0.23%
88
TFSLTFS FINL CORP
215,927$3.0B0.23%
89
CRMSALESFORCE INC
17,383$2.9B0.22%
90
EEMISHARES TR
68,962$2.8B0.22%
91
AMTAMERICAN TOWER CORP NEW
10,727$2.7B0.21%
92
HBANHUNTINGTON BANCSHARES INC
226,624$2.7B0.21%
93
HONHONEYWELL INTL INC
15,583$2.7B0.21%
94
TXNTEXAS INSTRS INC
17,553$2.7B0.21%
95
PHPARKER-HANNIFIN CORP
10,892$2.7B0.21%
96
IBMINTERNATIONAL BUSINESS MACHS
18,849$2.7B0.21%
97
ITWILLINOIS TOOL WKS INC
14,548$2.7B0.21%
98
AXPAMERICAN EXPRESS CO
19,099$2.6B0.21%
99
METAMETA PLATFORMS INC
16,280$2.6B0.20%
100
VXFVANGUARD INDEX FDS
19,905$2.6B0.20%
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