Position in EVO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$72
-$17 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVO Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Clearstead Advisors, LLC holds $1,662,942 across 40 Drug Manufacturers - Specialty & Generic names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
14,233 | $1,022,783 | |
| 2 | HLN |
Haleon plc
|
20,447 | $190,770 | |
| 3 | TEVA |
Teva Pharmaceutical Industries Ltd
|
2,765 | $93,678 | |
| 4 | VTRS |
Viatris Inc
|
4,374 | $69,459 | |
| 5 | NBIX |
Neurocrine Biosciences Inc
|
345 | $58,146 | |
| 6 | ELAN |
Elanco Animal Health Inc
|
2,008 | $49,416 | |
| 7 | RDY |
Dr Reddys Laboratories Ltd
|
3,338 | $48,367 | |
| 8 | HIMS |
Hims & Hers Health, Inc.
|
1,343 | $46,561 |
All Filings in EVO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72 | 29 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $89 | 29 | Shares | Sole | 2026-02-09 | |
| 2024-09-30 | $730 | 200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $960 | 200 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,566 | 200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,228 | 190 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,480 | 150 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||