| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 31 | Q2 2024 | 12.7% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 5.1% |
| APPLE INC | 31 | Q2 2024 | 5.2% |
| MICROSOFT CORP | 31 | Q2 2024 | 3.3% |
| SPDR S&P MIDCAP 400 ETF TR | 31 | Q2 2024 | 3.5% |
| SPDR SER TR | 31 | Q2 2024 | 2.9% |
| ISHARES TR | 31 | Q2 2024 | 2.6% |
| ISHARES TR | 31 | Q2 2024 | 4.1% |
| JPMORGAN CHASE & CO. | 31 | Q2 2024 | 3.1% |
| ISHARES TR | 31 | Q2 2024 | 2.2% |
View Clearstead Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-14 |
| 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 |
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.