Clearstead Advisors, LLC

CIK

842775

City

CLEVELAND

State / Country

Stock

Top Portfolio Positions

1,577 positions · $4,607,968,416 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
PCAR	Paccar Inc Industrials	4,877,226	$563,319,603	12.22%
MSFT	Microsoft Corp Technology	909,557	$336,690,714	7.31%
AAPL	Apple Inc. Technology	1,154,944	$293,113,237	6.36%
AMZN	Amazon Com Inc Consumer Cyclical	926,168	$192,893,009	4.19%
SPY	Spdr S&P 500 ETF Trust	252,353	$164,115,250	3.56%
NVDA	Nvidia Corp Technology	782,212	$136,417,772	2.96%
GOOGL	Alphabet Inc. Communication Services	401,869	$115,561,449	2.51%
JPM	Jpmorgan Chase & Co Financial Services	289,929	$85,285,514	1.85%
BRK-B	Berkshire Hathaway Inc Financial Services	156,064	$74,785,868	1.62%
NSC	Norfolk Southern Corp Industrials	250,090	$71,775,830	1.56%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,711,420	75,067	-0.8%	Shares	Sole	2026-05-06
2025-12-31	$2,629,053	75,678	-1.8%	Shares	Sole	2026-02-09
2025-09-30	$2,534,865	77,071	0.0%	Shares	Sole	2025-11-10
2025-06-30	$2,581,878	77,071	+4.3%	Shares	Sole	2025-08-08
2025-03-31	$2,200,587	73,870	+32.4%	Shares	Sole	2025-05-13
2024-12-31	$1,774,072	55,806	+23.3%	Shares	Sole	2025-02-10
2024-09-30	$1,585,595	45,251	-2.1%	Shares	Sole	2024-11-13
2024-06-30	$1,267,755	46,201	+3.8%	Shares	Sole	2024-08-12
2024-03-31	$1,388,595	44,492	+0.3%	Shares	Sole	2024-05-14
2023-12-31	$1,396,896	44,360	-19.9%	Shares	Sole	2024-02-12
2023-09-30	$1,628,848	55,403	0.0%	Shares	Sole	2023-11-13
2023-06-30	$2,022,209	55,403	+0.5%	Shares	Sole	2023-08-07
2023-03-31	$1,860,828	55,103	-19.6%	Shares	Sole	2023-05-09
2022-12-31	$2,124,519	68,555	+52.8%	Shares	Sole	2023-02-14
2022-09-30	$1,610,474	44,860	0.0%	Shares	Sole	2022-11-15
2022-06-30	$1,714,549	44,860	+261.6%	Shares	Sole	2022-08-12
2022-03-31	$547,809	12,407	-45.8%	Shares	Sole	2022-05-04
2021-12-31	$928,649	22,907	+4.1%	Shares	Sole	2022-02-14
2021-09-30	$823,209	22,007	0.0%	Shares	Sole	2021-11-12
2021-06-30	$814,991	22,007	+1.1%	Shares	Sole	2021-08-12
2021-03-31	$772,373	21,757	-2.2%	Shares	Sole	2021-05-14
2020-12-31	$732,996	22,257	+43.7%	Shares	Sole	2021-02-11
2020-09-30	$491,629	15,486	+5.5%	Shares	Sole	2020-11-12
2020-06-30	$402,138	14,673	-79.3%	Shares	Sole	2020-08-11
2020-03-31	$1,696,105	70,730	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.