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 KEY
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,224,641 | 958,835 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,185,796 | 977,994 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $19,694,662 | 1,053,754 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,968,180 | 1,146,279 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,063,302 | 816,967 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,101,866 | 822,746 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,617,908 | 633,905 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,839,401 | 551,682 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,688,496 | 549,557 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,109,144 | 563,135 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,063,173 | 563,492 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,632,595 | 393,138 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,594,239 | 366,952 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,232,828 | 300,392 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,807,602 | 300,100 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,163,779 | 299,697 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,701,937 | 299,461 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,931,436 | 299,673 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,399,952 | 296,020 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,063,707 | 293,642 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,864,469 | 293,517 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,780,511 | 291,317 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,456,562 | 289,737 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,310,765 | 189,718 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,967,199 | 189,701 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||