| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corporation | 31 | Q2 2024 | 7.1% |
| APPLE INC | 31 | Q2 2024 | 6.8% |
| AMAZON COM INC | 31 | Q2 2024 | 5.2% |
| VISA INC CLASS A SHARES | 31 | Q2 2024 | 4.1% |
| JOHNSON & JOHNSON | 31 | Q2 2024 | 5.8% |
| American Tower Reit Com | 31 | Q2 2024 | 12.1% |
| UNITEDHEALTH GROUP INC | 31 | Q2 2024 | 3.6% |
| Cisco Systems Inc | 31 | Q2 2024 | 3.8% |
| McDonald's Corporation | 31 | Q2 2024 | 2.7% |
| EXXON MOBIL CORP | 31 | Q2 2024 | 3.0% |
View Clearstead Trust, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
View Clearstead Trust, 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.