Clearstead Advisors, LLC
Top Portfolio Positions
1,573 positions ·
$4,532,945,773 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in HY
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,974 | 922 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,392 | 922 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $36,196 | 982 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $39,302 | 988 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $38,299 | 922 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $46,957 | 922 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $58,795 | 922 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $64,291 | 922 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $59,164 | 922 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $57,339 | 922 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $41,102 | 922 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $51,484 | 922 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $45,998 | 922 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,062 | 200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,302 | 200 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,444 | 200 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,955 | 360 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,220 | 200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,052 | 200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,596 | 200 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $17,424 | 200 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $19,651 | 330 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,259 | 330 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $15,464 | 400 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $16,036 | 400 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||