$933 Million is the total value of Clearstead Advisors, LLC's 898 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 77.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $43,896,000 | +35.2% | 157,990 | +20.5% | 4.70% | +25.3% |
| ILCG | Buy | ISHARES TRmrngstr lg-cp gr | $42,605,000 | +37.0% | 159,301 | +20.1% | 4.57% | +27.0% |
| AAPL | Buy | APPLE INC | $39,382,000 | +19.6% | 340,055 | +276.7% | 4.22% | +10.8% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $19,116,000 | +8.7% | 97,677 | +0.0% | 2.05% | +0.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $18,269,000 | +4.8% | 189,768 | +2.4% | 1.96% | -2.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $9,967,000 | +22.3% | 64,804 | +15.9% | 1.07% | +13.4% |
| AMZN | Buy | AMAZON COM INC | $9,528,000 | +22.7% | 3,026 | +7.5% | 1.02% | +13.7% |
| QLD | Buy | PROSHARES TR | $8,768,000 | +25.4% | 95,671 | +102.1% | 0.94% | +16.2% |
| IWR | Buy | ISHARES TRrus mid cap etf | $8,658,000 | +7.1% | 150,889 | +0.0% | 0.93% | -0.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $8,178,000 | +25.1% | 38,407 | +4.9% | 0.88% | +16.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $7,318,000 | +3.8% | 4,993 | +0.4% | 0.78% | -3.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $7,255,000 | +23.2% | 120,357 | +16.8% | 0.78% | +14.2% |
| TSLA | Buy | TESLA INC | $6,235,000 | +92.1% | 14,533 | +383.6% | 0.67% | +78.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $4,868,000 | +19.8% | 13,712 | +2.3% | 0.52% | +11.1% |
| V | Buy | VISA INC | $4,758,000 | +17.3% | 23,794 | +13.3% | 0.51% | +8.7% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $4,339,000 | +4.1% | 38,586 | +0.1% | 0.46% | -3.5% |
| PFE | Buy | PFIZER INC | $4,230,000 | +16.6% | 115,260 | +3.9% | 0.45% | +7.9% |
| GLD | Buy | SPDR GOLD TR | $4,077,000 | +96.1% | 23,019 | +85.3% | 0.44% | +82.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,989,000 | +7.3% | 2,714 | +3.2% | 0.43% | -0.5% |
| MMM | Buy | 3M CO | $3,878,000 | +5.3% | 24,210 | +2.5% | 0.42% | -2.3% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,805,000 | +12.7% | 75,425 | +6.4% | 0.41% | +4.6% |
| KEY | Buy | KEYCORP | $3,457,000 | +49.6% | 289,737 | +52.7% | 0.37% | +39.0% |
| ABBV | Buy | ABBVIE INC | $3,353,000 | -8.9% | 38,278 | +2.1% | 0.36% | -15.7% |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $3,348,000 | +22.6% | 60,451 | +0.9% | 0.36% | +13.6% |
| WMT | Buy | WALMART INC | $3,022,000 | +17.6% | 21,600 | +0.7% | 0.32% | +9.1% |
| FB | Buy | FACEBOOK INCcl a | $2,951,000 | +25.9% | 11,269 | +9.2% | 0.32% | +16.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,894,000 | +30.5% | 48,650 | +21.0% | 0.31% | +21.1% |
| BAC | Buy | BK OF AMERICA CORP | $2,828,000 | +10.4% | 117,386 | +8.8% | 0.30% | +2.4% |
| SHW | Buy | SHERWIN WILLIAMS CO | $2,720,000 | +46.9% | 3,903 | +21.8% | 0.29% | +36.4% |
| LLY | Buy | LILLY ELI & CO | $2,632,000 | +3.9% | 17,783 | +15.3% | 0.28% | -3.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,630,000 | +7.6% | 8,437 | +1.8% | 0.28% | -0.4% |
| WFC | Buy | WELLS FARGO CO NEW | $2,532,000 | -7.9% | 107,683 | +0.3% | 0.27% | -14.8% |
| CVX | Buy | CHEVRON CORP NEW | $2,526,000 | -18.0% | 35,080 | +1.6% | 0.27% | -23.9% |
| TFSL | Buy | TFS FINL CORP | $2,426,000 | +3.1% | 165,170 | +0.4% | 0.26% | -4.4% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $2,365,000 | +3.2% | 257,908 | +1.7% | 0.25% | -4.2% |
| NDSN | Buy | NORDSON CORP | $2,363,000 | +1.2% | 12,317 | +0.0% | 0.25% | -6.3% |
| CL | Buy | COLGATE PALMOLIVE CO | $2,263,000 | +13.3% | 29,328 | +7.6% | 0.24% | +5.2% |
| DHR | Buy | DANAHER CORPORATION | $2,253,000 | +22.0% | 10,463 | +0.2% | 0.24% | +13.1% |
| LOW | Buy | LOWES COS INC | $2,145,000 | +26.9% | 12,934 | +3.4% | 0.23% | +17.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,113,000 | +16.7% | 10,725 | +3.2% | 0.23% | +8.1% |
| NVDA | Buy | NVIDIA CORPORATION | $2,058,000 | +89.7% | 3,802 | +33.1% | 0.22% | +76.8% |
| UNP | Buy | UNION PAC CORP | $1,982,000 | +17.0% | 10,069 | +0.5% | 0.21% | +8.2% |
| NEE | Buy | NEXTERA ENERGY INC | $1,918,000 | +114.1% | 6,911 | +85.2% | 0.21% | +98.1% |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $1,918,000 | – | 127,469 | +100.0% | 0.21% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,911,000 | +62.5% | 6,499 | +19.2% | 0.20% | +50.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,883,000 | +13.2% | 11,055 | +4.0% | 0.20% | +5.2% |
| HON | Buy | HONEYWELL INTL INC | $1,846,000 | +20.7% | 11,213 | +6.0% | 0.20% | +11.9% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,738,000 | +24.1% | 37,576 | +4.6% | 0.19% | +14.8% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,646,000 | +21.3% | 9,524 | +10.9% | 0.18% | +12.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $1,575,000 | +22.0% | 8,151 | +10.4% | 0.17% | +13.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,477,000 | +57.1% | 3,012 | +39.4% | 0.16% | +45.0% |
| T | Buy | AT&T INC | $1,389,000 | -4.9% | 48,716 | +0.9% | 0.15% | -11.8% |
| PH | Buy | PARKER-HANNIFIN CORP | $1,281,000 | +25.3% | 6,332 | +13.5% | 0.14% | +16.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,261,000 | +51.7% | 23,887 | +36.8% | 0.14% | +40.6% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,246,000 | +35.6% | 30,473 | +28.6% | 0.13% | +26.4% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $1,240,000 | +7.9% | 9,283 | +8.0% | 0.13% | 0.0% |
| IAU | Buy | GOLD TRUSTishares | $1,183,000 | +10.1% | 65,739 | +4.0% | 0.13% | +2.4% |
| CRM | Buy | SALESFORCE COM INC | $1,088,000 | +74.9% | 4,328 | +30.3% | 0.12% | +62.5% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,077,000 | +8.9% | 4,503 | +2.0% | 0.12% | +0.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,045,000 | -6.4% | 18,155 | +0.3% | 0.11% | -13.2% |
| TJX | Buy | TJX COS INC NEW | $1,021,000 | +11.0% | 18,352 | +0.9% | 0.11% | +2.8% |
| BLK | Buy | BLACKROCK INC | $1,011,000 | +9.4% | 1,793 | +5.6% | 0.11% | +0.9% |
| DE | Buy | DEERE & CO | $983,000 | +41.0% | 4,434 | +0.0% | 0.10% | +29.6% |
| STT | Buy | STATE STR CORP | $983,000 | -6.6% | 16,576 | +0.0% | 0.10% | -13.9% |
| MU | Buy | MICRON TECHNOLOGY INC | $949,000 | -7.2% | 20,214 | +1.8% | 0.10% | -13.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $856,000 | +17.7% | 19,788 | +7.9% | 0.09% | +9.5% |
| HPP | Buy | HUDSON PAC PPTYS INC | $849,000 | +14050.0% | 38,721 | +17500.5% | 0.09% | +9000.0% |
| JD | Buy | JD.COM INCspon adr cl a | $849,000 | +29.4% | 10,937 | +0.3% | 0.09% | +19.7% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $843,000 | +5.2% | 7,134 | +0.3% | 0.09% | -3.2% |
| SQ | Buy | SQUARE INCcl a | $832,000 | +160.8% | 5,121 | +68.7% | 0.09% | +140.5% |
| UEIC | Buy | UNIVERSAL ELECTRS INC | $809,000 | -14.4% | 21,434 | +6.2% | 0.09% | -20.2% |
| FISV | Buy | FISERV INC | $799,000 | +381.3% | 7,750 | +355.3% | 0.09% | +352.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $760,000 | +6.7% | 3,362 | +1.4% | 0.08% | -1.2% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $737,000 | +22.2% | 15,486 | +5.5% | 0.08% | +12.9% |
| ALL | Buy | ALLSTATE CORP | $732,000 | +12.3% | 7,774 | +15.6% | 0.08% | +4.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $729,000 | +9.0% | 3,629 | +7.2% | 0.08% | +1.3% |
| MO | Buy | ALTRIA GROUP INC | $715,000 | +10.9% | 18,517 | +12.7% | 0.08% | +2.7% |
| SHOP | Buy | SHOPIFY INCcl a | $723,000 | +615.8% | 707 | +567.0% | 0.08% | +541.7% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $658,000 | +34.6% | 8,715 | +23.7% | 0.07% | +24.6% |
| BX | Buy | BLACKSTONE GROUP INC | $639,000 | -7.3% | 12,240 | +0.7% | 0.07% | -15.0% |
| DLR | Buy | DIGITAL RLTY TR INC | $594,000 | +30.3% | 4,046 | +26.0% | 0.06% | +20.8% |
| NSC | Buy | NORFOLK SOUTHN CORP | $575,000 | +26.4% | 2,688 | +3.7% | 0.06% | +17.0% |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $572,000 | +397.4% | 5,630 | +181.5% | 0.06% | +369.2% |
| LIN | Buy | LINDE PLC | $546,000 | +14.0% | 2,291 | +1.5% | 0.06% | +7.3% |
| IYR | Buy | ISHARES TRu.s. real es etf | $539,000 | +85.2% | 6,745 | +82.9% | 0.06% | +70.6% |
| TWLO | New | TWILIO INCcl a | $494,000 | – | 2,000 | +100.0% | 0.05% | – |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $473,000 | +148.9% | 4,555 | +130.1% | 0.05% | +131.8% |
| TSCO | Buy | TRACTOR SUPPLY CO | $457,000 | +11.7% | 3,187 | +2.7% | 0.05% | +4.3% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $456,000 | +16.3% | 5,165 | +16.3% | 0.05% | +8.9% |
| RWR | Buy | SPDR SER TRdj reit etf | $461,000 | +0.7% | 5,919 | +0.9% | 0.05% | -7.5% |
| C | Buy | CITIGROUP INC | $437,000 | -5.8% | 10,137 | +11.6% | 0.05% | -13.0% |
| BAX | Buy | BAXTER INTL INC | $432,000 | -4.4% | 5,368 | +2.2% | 0.05% | -11.5% |
| GPN | Buy | GLOBAL PMTS INC | $432,000 | +25.9% | 2,431 | +20.0% | 0.05% | +15.0% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $432,000 | +161.8% | 1,951 | +144.2% | 0.05% | +142.1% |
| LRCX | Buy | LAM RESEARCH CORP | $420,000 | +9.1% | 1,267 | +6.5% | 0.04% | 0.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $424,000 | +410.8% | 4,023 | +383.5% | 0.04% | +350.0% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $417,000 | -21.6% | 16,564 | +1.9% | 0.04% | -27.4% |
| WEC | Buy | WEC ENERGY GROUP INC | $407,000 | +28.8% | 4,203 | +16.7% | 0.04% | +18.9% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $392,000 | +46.3% | 4,865 | +34.6% | 0.04% | +35.5% |
| ADI | Buy | ANALOG DEVICES INC | $393,000 | -4.4% | 3,368 | +0.5% | 0.04% | -12.5% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $383,000 | +16.1% | 4,753 | +7.6% | 0.04% | +7.9% |
| SO | Buy | SOUTHERN CO | $372,000 | +232.1% | 6,862 | +218.7% | 0.04% | +207.7% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $366,000 | +15.8% | 1,944 | +2.2% | 0.04% | +5.4% |
| HDV | Buy | ISHARES TRcore high dv etf | $358,000 | 0.0% | 4,454 | +1.1% | 0.04% | -7.3% |
| FDX | Buy | FEDEX CORP | $346,000 | +80.2% | 1,374 | +0.4% | 0.04% | +68.2% |
| EHTH | Buy | EHEALTH INC | $348,000 | +6.1% | 4,403 | +32.0% | 0.04% | -2.6% |
| CLX | Buy | CLOROX CO DEL | $314,000 | -4.0% | 1,495 | +0.4% | 0.03% | -10.5% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $294,000 | +12.6% | 18,603 | +29.3% | 0.03% | +6.7% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $303,000 | +4.5% | 2,247 | +3.0% | 0.03% | -5.9% |
| CAT | Buy | CATERPILLAR INC DEL | $294,000 | +22.0% | 1,972 | +3.7% | 0.03% | +14.3% |
| HZNP | New | HORIZON THERAPEUTICS PUB L | $301,000 | – | 3,871 | +100.0% | 0.03% | – |
| BP | Buy | BP PLCsponsored adr | $285,000 | -18.6% | 16,322 | +8.7% | 0.03% | -22.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $278,000 | +9.9% | 3,702 | +2.5% | 0.03% | +3.4% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $268,000 | +40.3% | 3,860 | +14.6% | 0.03% | +31.8% |
| DEO | Buy | DIAGEO PLCspon adr new | $274,000 | +5.4% | 1,988 | +2.8% | 0.03% | -3.3% |
| INTU | Buy | INTUIT | $269,000 | +13.0% | 825 | +2.5% | 0.03% | +3.6% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $266,000 | +20.4% | 1,974 | +20.3% | 0.03% | +11.5% |
| NFLX | Buy | NETFLIX INC | $258,000 | +23.4% | 516 | +12.2% | 0.03% | +16.7% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $260,000 | +1429.4% | 10,783 | +1387.3% | 0.03% | +1300.0% |
| ACWV | New | ISHARES INCmsci gbl min vol | $252,000 | – | 2,737 | +100.0% | 0.03% | – |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $245,000 | +15.0% | 1,386 | +10.7% | 0.03% | +4.0% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $234,000 | – | 2,820 | +100.0% | 0.02% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $234,000 | +36.0% | 2,937 | +18.1% | 0.02% | +25.0% |
| GVI | Buy | ISHARES TRintrm gov cr etf | $222,000 | +8.8% | 1,881 | +8.6% | 0.02% | 0.0% |
| APH | Buy | AMPHENOL CORP NEWcl a | $218,000 | +18.5% | 2,017 | +5.3% | 0.02% | +9.5% |
| BKNG | Buy | BOOKING HOLDINGS INC | $214,000 | +9.2% | 125 | +1.6% | 0.02% | 0.0% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $204,000 | +6.8% | 3,918 | +1.0% | 0.02% | 0.0% |
| WM | Buy | WASTE MGMT INC DEL | $200,000 | +13.0% | 1,764 | +5.8% | 0.02% | +5.0% |
| TRV | Buy | TRAVELERS COMPANIES INC | $185,000 | -0.5% | 1,708 | +4.8% | 0.02% | -9.1% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $174,000 | +5.5% | 2,090 | +5.4% | 0.02% | 0.0% |
| URI | Buy | UNITED RENTALS INC | $176,000 | +23.1% | 1,008 | +5.2% | 0.02% | +11.8% |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $175,000 | +17.4% | 2,650 | +18.8% | 0.02% | +11.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $167,000 | +165.1% | 1,883 | +138.4% | 0.02% | +157.1% |
| IGSB | New | ISHARES TR | $165,000 | – | 3,000 | +100.0% | 0.02% | – |
| RNG | Buy | RINGCENTRAL INCcl a | $158,000 | +38.6% | 574 | +43.5% | 0.02% | +30.8% |
| GOLD | Buy | BARRICK GOLD CORP | $162,000 | +170.0% | 5,758 | +158.1% | 0.02% | +142.9% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $155,000 | +16.5% | 1,056 | +6.7% | 0.02% | +13.3% |
| IHI | New | ISHARES TRu.s. med dvc etf | $151,000 | – | 504 | +100.0% | 0.02% | – |
| GLOB | New | GLOBANT S A | $152,000 | – | 848 | +100.0% | 0.02% | – |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $153,000 | +11.7% | 550 | +3.8% | 0.02% | 0.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $139,000 | +93.1% | 1,699 | +24.4% | 0.02% | +87.5% |
| EWG | New | ISHARES INCmsci germany etf | $144,000 | – | 4,960 | +100.0% | 0.02% | – |
| SJM | Buy | SMUCKER J M CO | $138,000 | +14.0% | 1,191 | +4.4% | 0.02% | +7.1% |
| WKHS | New | WORKHORSE GROUP INC | $135,000 | – | 5,358 | +100.0% | 0.01% | – |
| TWTR | Buy | TWITTER INC | $131,000 | +63.8% | 2,942 | +9.3% | 0.01% | +55.6% |
| WORK | Buy | SLACK TECHNOLOGIES INC | $134,000 | -8.2% | 4,995 | +6.6% | 0.01% | -17.6% |
| CTVA | Buy | CORTEVA INC | $124,000 | +14.8% | 4,295 | +6.3% | 0.01% | +8.3% |
| ZTS | Buy | ZOETIS INCcl a | $118,000 | +25.5% | 715 | +4.5% | 0.01% | +18.2% |
| GBDC | New | GOLUB CAP BDC INC | $124,000 | – | 9,375 | +100.0% | 0.01% | – |
| BSCL | New | INVESCO EXCH TRD SLF IDX FD | $117,000 | – | 5,483 | +100.0% | 0.01% | – |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $124,000 | – | 5,692 | +100.0% | 0.01% | – |
| BSCM | New | INVESCO EXCH TRD SLF IDX FD | $121,000 | – | 5,536 | +100.0% | 0.01% | – |
| CDC | Buy | VICTORY PORTFOLIOS II | $120,000 | +2.6% | 2,528 | +0.6% | 0.01% | -7.1% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $125,000 | +7.8% | 317 | +6.4% | 0.01% | 0.0% |
| IDEV | New | ISHARES TRcore msci intl | $120,000 | – | 2,228 | +100.0% | 0.01% | – |
| VMC | Buy | VULCAN MATLS CO | $108,000 | +17.4% | 794 | +0.3% | 0.01% | +9.1% |
| MCK | Buy | MCKESSON CORP | $109,000 | +75.8% | 735 | +81.5% | 0.01% | +71.4% |
| ONEQ | New | FIDELITY COMWLTH TRndq cp idx trk | $108,000 | – | 248 | +100.0% | 0.01% | – |
| BIIB | Buy | BIOGEN INC | $109,000 | +51.4% | 384 | +42.2% | 0.01% | +50.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $99,000 | +296.0% | 317 | +260.2% | 0.01% | +266.7% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $100,000 | +25.0% | 1,389 | +17.1% | 0.01% | +22.2% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $99,000 | +47.8% | 1,066 | +35.8% | 0.01% | +37.5% |
| NOW | Buy | SERVICENOW INC | $91,000 | +23.0% | 188 | +2.7% | 0.01% | +11.1% |
| UAL | Buy | UNITED AIRLS HLDGS INC | $91,000 | +85.7% | 2,606 | +82.9% | 0.01% | +66.7% |
| BGS | New | B & G FOODS INC NEW | $93,000 | – | 3,360 | +100.0% | 0.01% | – |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $96,000 | +23.1% | 1,190 | +20.2% | 0.01% | +11.1% |
| FMC | Buy | F M C CORP | $88,000 | +6.0% | 835 | +0.5% | 0.01% | -10.0% |
| DLTR | Buy | DOLLAR TREE INC | $85,000 | +9.0% | 930 | +9.9% | 0.01% | 0.0% |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $87,000 | – | 1,374 | +100.0% | 0.01% | – |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $82,000 | +26.2% | 875 | +25.0% | 0.01% | +12.5% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $72,000 | +33.3% | 335 | +23.2% | 0.01% | +33.3% |
| TECK | New | TECK RESOURCES LTDcl b | $72,000 | – | 5,200 | +100.0% | 0.01% | – |
| DOW | Buy | DOW INC | $70,000 | +40.0% | 1,487 | +21.0% | 0.01% | +33.3% |
| DD | Buy | DUPONT DE NEMOURS INC | $74,000 | +29.8% | 1,337 | +23.9% | 0.01% | +14.3% |
| HUBS | Buy | HUBSPOT INC | $72,000 | +30.9% | 248 | +2.1% | 0.01% | +33.3% |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $73,000 | +942.9% | 1,858 | +838.4% | 0.01% | +700.0% |
| CMS | Buy | CMS ENERGY CORP | $79,000 | +132.4% | 1,290 | +121.3% | 0.01% | +100.0% |
| AXSM | New | AXSOME THERAPEUTICS INC | $71,000 | – | 1,000 | +100.0% | 0.01% | – |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $64,000 | +42.2% | 1,005 | +25.6% | 0.01% | +40.0% |
| DNKN | New | DUNKIN BRANDS GROUP INC | $62,000 | – | 763 | +100.0% | 0.01% | – |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $61,000 | +1120.0% | 423 | +957.5% | 0.01% | +600.0% |
| HOG | Buy | HARLEY DAVIDSON INC | $61,000 | +154.2% | 2,500 | +150.0% | 0.01% | +133.3% |
| GD | Buy | GENERAL DYNAMICS CORP | $66,000 | +20.0% | 476 | +29.7% | 0.01% | +16.7% |
| IAGG | New | ISHARES TRcore intl aggr | $67,000 | – | 1,196 | +100.0% | 0.01% | – |
| MPC | Buy | MARATHON PETE CORP | $63,000 | +40.0% | 2,141 | +79.3% | 0.01% | +40.0% |
| ENB | Buy | ENBRIDGE INC | $65,000 | +41.3% | 2,220 | +47.5% | 0.01% | +40.0% |
| IP | Buy | INTERNATIONAL PAPER CO | $66,000 | +88.6% | 1,626 | +64.2% | 0.01% | +75.0% |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $62,000 | +158.3% | 1,508 | +201.6% | 0.01% | +133.3% |
| RCI | New | ROGERS COMMUNICATIONS INCcl b | $63,000 | – | 1,598 | +100.0% | 0.01% | – |
| EA | Buy | ELECTRONIC ARTS INC | $60,000 | +100.0% | 460 | +100.0% | 0.01% | +100.0% |
| FSLY | New | FASTLY INCcl a | $57,000 | – | 610 | +100.0% | 0.01% | – |
| OKTA | Buy | OKTA INCcl a | $55,000 | +19.6% | 257 | +10.8% | 0.01% | +20.0% |
| RKT | New | ROCKET COS INC | $55,000 | – | 2,753 | +100.0% | 0.01% | – |
| CFG | New | CITIZENS FINL GROUP INC | $52,000 | – | 2,050 | +100.0% | 0.01% | – |
| SPTL | New | SPDR SER TRportfolio ln tsr | $52,000 | – | 1,109 | +100.0% | 0.01% | – |
| ILMN | Buy | ILLUMINA INC | $55,000 | +266.7% | 179 | +347.5% | 0.01% | +200.0% |
| OMF | New | ONEMAIN HLDGS INC | $54,000 | – | 1,730 | +100.0% | 0.01% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $57,000 | – | 1,553 | +100.0% | 0.01% | – |
| JAMF | New | JAMF HLDG CORP | $56,000 | – | 1,500 | +100.0% | 0.01% | – |
| OTRK | New | ONTRAK INC | $60,000 | – | 1,000 | +100.0% | 0.01% | – |
| LVS | New | LAS VEGAS SANDS CORP | $52,000 | – | 1,121 | +100.0% | 0.01% | – |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $52,000 | +940.0% | 664 | +891.0% | 0.01% | +500.0% |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $48,000 | – | 880 | +100.0% | 0.01% | – |
| FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $43,000 | – | 456 | +100.0% | 0.01% | – |
| ALK | New | ALASKA AIR GROUP INC | $50,000 | – | 1,375 | +100.0% | 0.01% | – |
| FDIS | New | FIDELITY COVINGTON TRUSTmsci consm dis | $50,000 | – | 805 | +100.0% | 0.01% | – |
| GT | Buy | GOODYEAR TIRE & RUBR CO | $50,000 | -7.4% | 6,500 | +8.3% | 0.01% | -16.7% |
| UNM | New | UNUM GROUP | $45,000 | – | 2,653 | +100.0% | 0.01% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $48,000 | – | 565 | +100.0% | 0.01% | – |
| ETSY | New | ETSY INC | $46,000 | – | 380 | +100.0% | 0.01% | – |
| ISRG | Buy | INTUITIVE SURGICAL INC | $49,000 | +36.1% | 69 | +9.5% | 0.01% | +25.0% |
| RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $42,000 | – | 200 | +100.0% | 0.01% | – |
| BSCK | New | INVESCO EXCH TRD SLF IDX FD | $51,000 | – | 2,400 | +100.0% | 0.01% | – |
| DFS | Buy | DISCOVER FINL SVCS | $48,000 | +300.0% | 834 | +244.6% | 0.01% | +400.0% |
| DXCM | Buy | DEXCOM INC | $49,000 | +19.5% | 120 | +20.0% | 0.01% | 0.0% |
| DDOG | New | DATADOG INC | $45,000 | – | 441 | +100.0% | 0.01% | – |
| XEL | New | XCEL ENERGY INC | $45,000 | – | 654 | +100.0% | 0.01% | – |
| SAVE | New | SPIRIT AIRLS INC | $47,000 | – | 2,890 | +100.0% | 0.01% | – |
| SIGA | New | SIGA TECHNOLOGIES INC | $48,000 | – | 7,000 | +100.0% | 0.01% | – |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $45,000 | +60.7% | 304 | +36.9% | 0.01% | +66.7% |
| APPN | New | APPIAN CORPcl a | $43,000 | – | 671 | +100.0% | 0.01% | – |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $44,000 | +2100.0% | 381 | +1805.0% | 0.01% | – |
| PPL | New | PPL CORP | $47,000 | – | 1,720 | +100.0% | 0.01% | – |
| NTNX | New | NUTANIX INCcl a | $35,000 | – | 1,588 | +100.0% | 0.00% | – |
| NEM | New | NEWMONT CORP | $33,000 | – | 516 | +100.0% | 0.00% | – |
| XBI | New | SPDR SER TRs&p biotech | $33,000 | – | 300 | +100.0% | 0.00% | – |
| STX | New | SEAGATE TECHNOLOGY PLC | $33,000 | – | 667 | +100.0% | 0.00% | – |
| TWOU | New | 2U INC | $40,000 | – | 1,196 | +100.0% | 0.00% | – |
| REGN | Buy | REGENERON PHARMACEUTICALS | $38,000 | +18.8% | 67 | +28.8% | 0.00% | 0.0% |
| TTE | Buy | TOTAL SEsponsored ads | $37,000 | -2.6% | 1,075 | +7.5% | 0.00% | 0.0% |
| FTXL | New | FIRST TR EXCHANGE-TRADED FDnasdq semcndtr | $36,000 | – | 752 | +100.0% | 0.00% | – |
| EQAL | New | INVESCO EXCH TRADED FD TR IIrusel 1000 eql | $32,000 | – | 1,000 | +100.0% | 0.00% | – |
| GERM | New | ETF MANAGERS TRtreatments tstng | $24,000 | – | 860 | +100.0% | 0.00% | – |
| TDTT | New | FLEXSHARES TRiboxx 3r targt | $27,000 | – | 1,057 | +100.0% | 0.00% | – |
| VOX | New | VANGUARD WORLD FDS | $29,000 | – | 281 | +100.0% | 0.00% | – |
| BZUN | New | BAOZUN INCsponsored adr | $30,000 | – | 927 | +100.0% | 0.00% | – |
| MKTX | Buy | MARKETAXESS HLDGS INC | $30,000 | +20.0% | 63 | +26.0% | 0.00% | 0.0% |
| LYFT | Buy | LYFT INC | $32,000 | +128.6% | 1,161 | +173.2% | 0.00% | +50.0% |
| BIGC | New | BIGCOMMERCE HLDGS INC | $30,000 | – | 357 | +100.0% | 0.00% | – |
| MFL | New | BLACKROCK MUNIHLDS INVSTM QL | $28,000 | – | 2,074 | +100.0% | 0.00% | – |
| XYL | Buy | XYLEM INC | $26,000 | +333.3% | 306 | +206.0% | 0.00% | +200.0% |
| GMHI | New | GORES METROPOULOS INC | $29,000 | – | 2,500 | +100.0% | 0.00% | – |
| MRNA | Buy | MODERNA INC | $27,000 | +800.0% | 375 | +733.3% | 0.00% | – |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $27,000 | – | 544 | +100.0% | 0.00% | – |
| TDOC | Buy | TELADOC HEALTH INC | $29,000 | +20.8% | 130 | +4.0% | 0.00% | 0.0% |
| AMWL | New | AMERICAN WELL CORPcl a | $32,000 | – | 1,063 | +100.0% | 0.00% | – |
| CAG | Buy | CONAGRA BRANDS INC | $29,000 | +107.1% | 808 | +102.0% | 0.00% | +50.0% |
| SOXX | New | ISHARES TRphlx semicnd etf | $30,000 | – | 99 | +100.0% | 0.00% | – |
| IRM | New | IRON MTN INC NEW | $27,000 | – | 1,000 | +100.0% | 0.00% | – |
| AFL | Buy | AFLAC INC | $20,000 | +566.7% | 553 | +591.2% | 0.00% | – |
| BCSF | New | BAIN CAP SPECIALTY FIN INC | $15,000 | – | 1,500 | +100.0% | 0.00% | – |
| BMYRT | New | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $17,000 | – | 7,535 | +100.0% | 0.00% | – |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $14,000 | – | 570 | +100.0% | 0.00% | – |
| MBSD | New | FLEXSHARES TRdiscp dur mbs | $23,000 | – | 963 | +100.0% | 0.00% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $14,000 | – | 511 | +100.0% | 0.00% | – |
| IGF | New | ISHARES TRglb infrastr etf | $19,000 | – | 500 | +100.0% | 0.00% | – |
| ITA | Buy | ISHARES TRus aer def etf | $18,000 | +20.0% | 115 | +27.8% | 0.00% | 0.0% |
| LITE | New | LUMENTUM HLDGS INC | $19,000 | – | 250 | +100.0% | 0.00% | – |
| MTCH | New | MATCH GROUP INC NEW | $23,000 | – | 209 | +100.0% | 0.00% | – |
| ORCC | New | OWL ROCK CAPITAL CORPORATION | $14,000 | – | 1,200 | +100.0% | 0.00% | – |
| PBA | New | PEMBINA PIPELINE CORP | $22,000 | – | 1,041 | +100.0% | 0.00% | – |
| PAGP | New | PLAINS GP HLDGS L Pltd partnr int a | $19,000 | – | 3,200 | +100.0% | 0.00% | – |
| ROKU | Buy | ROKU INC | $15,000 | +150.0% | 77 | +54.0% | 0.00% | +100.0% |
| TSLX | New | SIXTH STREET SPECIALTY LENDN | $17,000 | – | 1,000 | +100.0% | 0.00% | – |
| TTD | Buy | THE TRADE DESK INC | $21,000 | +110.0% | 41 | +70.8% | 0.00% | +100.0% |
| X | Buy | UNITED STATES STL CORP NEW | $22,000 | +340.0% | 3,025 | +336.5% | 0.00% | +100.0% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $19,000 | +280.0% | 40 | +100.0% | 0.00% | +100.0% |
| LTC | Buy | LTC PPTYS INC | $5,000 | -16.7% | 151 | +2.0% | 0.00% | 0.0% |
| UPWK | Buy | UPWORK INC | $9,000 | +80.0% | 500 | +42.9% | 0.00% | 0.0% |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $11,000 | – | 178 | +100.0% | 0.00% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $10,000 | – | 169 | +100.0% | 0.00% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $7,000 | – | 117 | +100.0% | 0.00% | – |
| EVRG | New | EVERGY INC | $8,000 | – | 161 | +100.0% | 0.00% | – |
| ET | New | ENERGY TRANSFER LP | $11,000 | – | 2,100 | +100.0% | 0.00% | – |
| MFC | New | MANULIFE FINL CORP | $11,000 | – | 809 | +100.0% | 0.00% | – |
| TRGP | New | TARGA RES CORP | $11,000 | – | 800 | +100.0% | 0.00% | – |
| R | New | RYDER SYS INC | $7,000 | – | 175 | +100.0% | 0.00% | – |
| NKLA | New | NIKOLA CORP | $8,000 | – | 375 | +100.0% | 0.00% | – |
| REG | New | REGENCY CTRS CORP | $10,000 | – | 268 | +100.0% | 0.00% | – |
| VCYT | New | VERACYTE INC | $13,000 | – | 400 | +100.0% | 0.00% | – |
| MBB | New | ISHARES TRmbs etf | $9,000 | – | 80 | +100.0% | 0.00% | – |
| IDU | Buy | ISHARES TRu.s. utilits etf | $11,000 | 0.0% | 79 | +1.3% | 0.00% | 0.0% |
| FXI | New | ISHARES TRchina lg-cap etf | $6,000 | – | 133 | +100.0% | 0.00% | – |
| CME | New | CME GROUP INC | $8,000 | – | 50 | +100.0% | 0.00% | – |
| WY | Buy | WEYERHAEUSER CO MTN BE | $13,000 | +225.0% | 450 | +125.0% | 0.00% | – |
| PNQI | New | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $5,000 | – | 26 | +100.0% | 0.00% | – |
| TWST | New | TWIST BIOSCIENCE CORP | $8,000 | – | 100 | +100.0% | 0.00% | – |
| PLD | Buy | PROLOGIS INC. | $13,000 | +116.7% | 129 | +98.5% | 0.00% | 0.0% |
| AMUB | New | UBS AG LONDON BRANCHetracs alerian m | $5,000 | – | 768 | +100.0% | 0.00% | – |
| MLPB | New | UBS AG LONDON BRANCHetracs aler mlp | $13,000 | – | 1,347 | +100.0% | 0.00% | – |
| GAN | New | GAN LTD | $5,000 | – | 308 | +100.0% | 0.00% | – |
| SPR | New | SPIRIT AEROSYSTEMS HLDGS INC | $5,000 | – | 277 | +100.0% | 0.00% | – |
| NTR | New | NUTRIEN LTD | $7,000 | – | 174 | +100.0% | 0.00% | – |
| STNE | New | STONECO LTD | $5,000 | – | 100 | +100.0% | 0.00% | – |
| AB | New | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $11,000 | – | 394 | +100.0% | 0.00% | – |
| QDEL | New | QUIDEL CORP | $10,000 | – | 44 | +100.0% | 0.00% | – |
| FVRR | New | FIVERR INTL LTD | $8,000 | – | 59 | +100.0% | 0.00% | – |
| NVAX | New | NOVAVAX INC | $12,000 | – | 108 | +100.0% | 0.00% | – |
| ESTC | New | ELASTIC N V | $5,000 | – | 50 | +100.0% | 0.00% | – |
| ZS | New | ZSCALER INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ZNGA | New | ZYNGA INCcl a | $2,000 | – | 250 | +100.0% | 0.00% | – |
| AY | New | ATLANTICA SUSTAINABLE INFR P | $1,000 | – | 51 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $2,000 | – | 50 | +100.0% | 0.00% | – |
| NVCR | New | NOVOCURE LTD | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ANAT | New | AMERICAN NATIONAL GROUP INC | $3,000 | – | 38 | +100.0% | 0.00% | – |
| AIGWS | New | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 200 | +100.0% | 0.00% | – |
| AA | Buy | ALCOA CORP | $1,000 | 0.0% | 98 | +1.0% | 0.00% | – |
| WIX | New | WIX COM LTD | $4,000 | – | 15 | +100.0% | 0.00% | – |
| ASML | New | ASML HOLDING N V | $4,000 | – | 10 | +100.0% | 0.00% | – |
| CLB | New | CORE LABORATORIES N V | $0 | – | 25 | +100.0% | 0.00% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $0 | – | 50 | +100.0% | 0.00% | – |
| PTC | New | PTC INC | $2,000 | – | 20 | +100.0% | 0.00% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $4,000 | – | 20 | +100.0% | 0.00% | – |
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,000 | – | 286 | +100.0% | 0.00% | – |
| NYMT | Buy | NEW YORK MTG TR INC | $3,000 | 0.0% | 1,073 | +1.9% | 0.00% | – |
| MESO | New | MESOBLAST LTDspons adr | $1,000 | – | 60 | +100.0% | 0.00% | – |
| MELI | New | MERCADOLIBRE INC | $4,000 | – | 4 | +100.0% | 0.00% | – |
| MASI | New | MASIMO CORP | $4,000 | – | 15 | +100.0% | 0.00% | – |
| HZO | New | MARINEMAX INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| MGNI | New | MAGNITE INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| SKYS | New | SKY SOLAR HLDGS LTDsponsord ads new | $2,000 | – | 300 | +100.0% | 0.00% | – |
| LVGO | New | LIVONGO HEALTH INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| LEVI | New | LEVI STRAUSS & CO NEW | $3,000 | – | 225 | +100.0% | 0.00% | – |
| SPT | New | SPROUT SOCIAL INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
| SFIX | New | STITCH FIX INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
| STOR | New | STORE CAP CORP | $1,000 | – | 25 | +100.0% | 0.00% | – |
| SU | New | SUNCOR ENERGY INC NEW | $1,000 | – | 94 | +100.0% | 0.00% | – |
| SSSS | New | SURO CAPITAL CORP | $1,000 | – | 80 | +100.0% | 0.00% | – |
| AMJ | New | JPMORGAN CHASE & COalerian ml etn | $1,000 | – | 112 | +100.0% | 0.00% | – |
| IMTM | New | ISHARES TRmsci intl moment | $1,000 | – | 40 | +100.0% | 0.00% | – |
| IPHI | New | INPHI CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
| GMED | New | GLOBUS MED INCcl a | $2,000 | – | 50 | +100.0% | 0.00% | – |
| FLGT | New | FULGENT GENETICS INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| FTNT | New | FORTINET INC | $4,000 | – | 30 | +100.0% | 0.00% | – |
| FTCH | New | FARFETCH LTDord sh cl a | $1,000 | – | 20 | +100.0% | 0.00% | – |
| FDS | New | FACTSET RESH SYS INC | $2,000 | – | 6 | +100.0% | 0.00% | – |
| DAVA | New | ENDAVA PLCads | $1,000 | – | 20 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $4,000 | – | 20 | +100.0% | 0.00% | – |
| DPHC | New | DIAMONDPEAK HLDGS COR | $1,000 | – | 47 | +100.0% | 0.00% | – |
| FANG | Buy | DIAMONDBACK ENERGY INC | $2,000 | 0.0% | 76 | +52.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $2,000 | – | 15 | +100.0% | 0.00% | – |
| VKTX | New | VIKING THERAPEUTICS INC | $0 | – | 30 | +100.0% | 0.00% | – |
| CHWY | New | CHEWY INCcl a | $1,000 | – | 20 | +100.0% | 0.00% | – |
| CRNC | New | CERENCE INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| CE | New | CELANESE CORP DEL | $3,000 | – | 24 | +100.0% | 0.00% | – |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $1,000 | – | 10 | +100.0% | 0.00% | – |
| BC | New | BRUNSWICK CORP | $1,000 | – | 15 | +100.0% | 0.00% | – |
| BOX | New | BOX INCcl a | $0 | – | 20 | +100.0% | 0.00% | – |
| FLEX | New | FLEX LTDord | $0 | – | 30 | +100.0% | 0.00% | – |
| RDFN | New | REDFIN CORP | $1,000 | – | 25 | +100.0% | 0.00% | – |
| RDVT | New | RED VIOLET INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| RXT | New | RACKSPACE TECHNOLOGY INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 28 | Q3 2023 | 12.7% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 5.1% |
| APPLE INC | 28 | Q3 2023 | 5.2% |
| MICROSOFT CORP | 28 | Q3 2023 | 3.3% |
| SPDR S&P MIDCAP 400 ETF TR | 28 | Q3 2023 | 3.5% |
| SPDR SER TR | 28 | Q3 2023 | 2.9% |
| ISHARES TR | 28 | Q3 2023 | 2.6% |
| ISHARES TR | 28 | Q3 2023 | 3.6% |
| JPMORGAN CHASE & CO | 28 | Q3 2023 | 3.1% |
| ISHARES TR | 28 | Q3 2023 | 2.2% |
View Clearstead Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR/A | 2023-11-13 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-14 |
View Clearstead Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.