Clearstead Advisors, LLC Q4 2023 Filing

Filed February 12, 2024

Portfolio Value

$1884.3T

Holdings

1,513

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (1,513 positions)

#StockSharesValue% PortfolioType
101
CRMSALESFORCE INC
13,606$3.6T0.19%
102
BMYBRISTOL-MYERS SQUIBB CO
66,800$3.4T0.18%
103
ADBEADOBE INC
5,742$3.4T0.18%
104
DEDEERE & CO
8,269$3.3T0.18%
105
EMREMERSON ELEC CO
33,548$3.3T0.17%
106
UNPUNION PAC CORP
13,123$3.2T0.17%
107
SPGIS&P GLOBAL INC
7,219$3.2T0.17%
108
ICEINTERCONTINENTAL EXCHANGE IN
24,698$3.2T0.17%
109
VCSHVANGUARD SCOTTSDALE FDS
40,991$3.2T0.17%
110
GSGOLDMAN SACHS GROUP INC
8,167$3.2T0.17%
111
SYKSTRYKER CORPORATION
10,486$3.1T0.17%
112
MODMODINE MFG CO
50,438$3.0T0.16%
113
TJXTJX COS INC NEW
31,668$3.0T0.16%
114
BDXBECTON DICKINSON & CO
12,170$3.0T0.16%
115
MUMICRON TECHNOLOGY INC
34,557$2.9T0.16%
116
TMOTHERMO FISHER SCIENTIFIC INC
5,541$2.9T0.16%
117
PANWPALO ALTO NETWORKS INC
9,898$2.9T0.15%
118
XLFSELECT SECTOR SPDR TR
75,442$2.8T0.15%
119
NDSNNORDSON CORP
10,655$2.8T0.15%
120
QUALISHARES TR
18,991$2.8T0.15%
121
IWDISHARES TR
16,789$2.8T0.15%
122
ITWILLINOIS TOOL WKS INC
10,234$2.7T0.14%
123
HONHONEYWELL INTL INC
12,730$2.7T0.14%
124
IBMINTERNATIONAL BUSINESS MACHS
16,167$2.6T0.14%
125
MSIMOTOROLA SOLUTIONS INC
8,342$2.6T0.14%
126
STESTERIS PLC
11,782$2.6T0.14%
127
HBANHUNTINGTON BANCSHARES INC
202,031$2.6T0.14%
128
SCHWSCHWAB CHARLES CORP
37,110$2.6T0.14%
129
1939900DBROOKFIELD INFRASTRUCTURE CO
71,802$2.5T0.13%
130
PWRQUANTA SVCS INC
11,718$2.5T0.13%
131
VOTVANGUARD INDEX FDS
11,514$2.5T0.13%
132
PPGPPG INDS INC
16,290$2.4T0.13%
133
CMCSACOMCAST CORP NEW
55,474$2.4T0.13%
134
CMECME GROUP INC
11,545$2.4T0.13%
135
WFCWELLS FARGO CO NEW
49,366$2.4T0.13%
136
IJKISHARES TR
30,076$2.4T0.13%
137
LMTLOCKHEED MARTIN CORP
5,224$2.4T0.13%
138
4I1PHILIP MORRIS INTL INC
24,951$2.3T0.12%
139
BACBANK AMERICA CORP
67,084$2.3T0.12%
140
UPSUNITED PARCEL SERVICE INC
14,303$2.2T0.12%
141
MMM3M CO
20,302$2.2T0.12%
142
NVSNNOVARTIS AG
21,398$2.2T0.11%
143
MOALTRIA GROUP INC
53,316$2.2T0.11%
144
APDAIR PRODS & CHEMS INC
7,859$2.2T0.11%
145
CLCOLGATE PALMOLIVE CO
26,121$2.1T0.11%
146
RTXRTX CORPORATION
24,574$2.1T0.11%
147
CLFCLEVELAND-CLIFFS INC NEW
100,525$2.1T0.11%
148
SBUXSTARBUCKS CORP
21,188$2.0T0.11%
149
GQ9SPDR GOLD TR
10,625$2.0T0.11%
150
CSXCSX CORP
58,332$2.0T0.11%
151
RKTROCKET COS INC
139,056$2.0T0.11%
152
CMGCHIPOTLE MEXICAN GRILL INC
865$2.0T0.11%
153
CBCHUBB LIMITED
8,655$2.0T0.10%
154
CVSCVS HEALTH CORP
24,764$2.0T0.10%
155
AMTAMERICAN TOWER CORP NEW
8,954$1.9T0.10%
156
QCOMQUALCOMM INC
13,061$1.9T0.10%
157
ADIANALOG DEVICES INC
9,419$1.9T0.10%
158
EEMISHARES TR
46,252$1.9T0.10%
159
IJJISHARES TR
15,611$1.8T0.09%
160
KKRKKR & CO INC
21,373$1.8T0.09%
161
PHYS/USPROTT PHYSICAL GOLD TR
111,089$1.8T0.09%
162
LINLINDE PLC
4,240$1.7T0.09%
163
PAYXPAYCHEX INC
14,604$1.7T0.09%
164
VXUSVANGUARD STAR FDS
28,884$1.7T0.09%
165
ANETEURARISTA NETWORKS INC
6,994$1.6T0.09%
166
MBCNMIDDLEFIELD BANC CORP
48,982$1.6T0.08%
167
VDCVANGUARD WORLD FDS
8,276$1.6T0.08%
168
CATCATERPILLAR INC
5,317$1.6T0.08%
169
ITOTISHARES TR
14,914$1.6T0.08%
170
STZCONSTELLATION BRANDS INC
6,412$1.6T0.08%
171
VUGVANGUARD INDEX FDS
4,963$1.5T0.08%
172
BLKCHFBLACKROCK INC
1,875$1.5T0.08%
173
INTUINTUIT
2,404$1.5T0.08%
174
CMICUMMINS INC
6,238$1.5T0.08%
175
IWNISHARES TR
9,492$1.5T0.08%
176
MDTMEDTRONIC PLC
17,540$1.4T0.08%
177
BKNGBOOKING HOLDINGS INC
406$1.4T0.08%
178
AMCRAMCOR PLC
148,422$1.4T0.08%
179
SHVISHARES TR
12,935$1.4T0.08%
180
MRSHMARSH & MCLENNAN COS INC
7,455$1.4T0.07%
181
GDDYGODADDY INC
13,258$1.4T0.07%
182
BIPBROOKFIELD INFRAST PARTNERS
44,360$1.4T0.07%
183
STTSTATE STR CORP
17,912$1.4T0.07%
184
SYYSYSCO CORP
18,952$1.4T0.07%
185
AGGISHARES TR
13,821$1.4T0.07%
186
VBRVANGUARD INDEX FDS
7,602$1.4T0.07%
187
LVSLAS VEGAS SANDS CORP
27,621$1.4T0.07%
188
VCRVANGUARD WORLD FDS
4,446$1.4T0.07%
189
FISVFISERV INC
10,180$1.4T0.07%
190
NEENEXTERA ENERGY INC
22,175$1.3T0.07%
191
TRVCCITIGROUP INC
25,847$1.3T0.07%
192
VGTVANGUARD WORLD FDS
2,715$1.3T0.07%
193
VISVANGUARD WORLD FDS
5,904$1.3T0.07%
194
KMBKIMBERLY-CLARK CORP
10,646$1.3T0.07%
195
IUSGISHARES TR
12,209$1.3T0.07%
196
ACWXISHARES TR
24,890$1.3T0.07%
197
LRCXEURLAM RESEARCH CORP
1,607$1.3T0.07%
198
MUBISHARES TR
11,610$1.3T0.07%
199
AONAON PLC
4,241$1.2T0.07%
200
XLKSELECT SECTOR SPDR TR
6,340$1.2T0.06%
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