Clearstead Advisors, LLC
Top Portfolio Positions
1,572 positions ·
$4,532,933,146 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PCAR |
Paccar Inc
Industrials
|
4,877,226 | $563,319,603 | 12.43% |
| MSFT |
Microsoft Corp
Technology
|
909,557 | $336,690,714 | 7.43% |
| AAPL |
Apple Inc.
Technology
|
1,154,944 | $293,113,237 | 6.47% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
926,168 | $192,893,009 | 4.26% |
| SPY |
Spdr S&P 500 ETF Trust
|
252,353 | $164,115,250 | 3.62% |
| NVDA |
Nvidia Corp
Technology
|
782,212 | $136,417,772 | 3.01% |
| GOOGL |
Alphabet Inc.
Communication Services
|
401,869 | $115,561,449 | 2.55% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
289,929 | $85,285,514 | 1.88% |
| NSC |
Norfolk Southern Corp
Industrials
|
250,090 | $71,775,830 | 1.58% |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
798,248 | $71,515,038 | 1.58% |
Portfolio Trend
Holdings in BRW
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,220 | 3,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,030 | 3,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $23,310 | 3,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,180 | 3,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $23,280 | 3,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,860 | 3,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,770 | 3,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,120 | 3,000 | Shares | Sole | 2024-08-12 | |
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