Holdings
Clearstead Advisors, LLC
As of Jun 30, 2026, Clearstead Advisors, LLC reported 2,698 positions worth US$4B. Largest: Apple Inc, Paccar Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 1.03M | US$298M | −120K | Jun 30, 2026 |
| Paccar Inc. | 2.44M | US$293M | −2.43M | Jun 30, 2026 |
| Microsoft Corp. | 571K | US$213M | −339K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 546K | US$195M | −108K | Jun 30, 2026 |
| Amazon.com, Inc. | 634K | US$151M | −292K | Jun 30, 2026 |
| Nvidia Corporation | 643K | US$129M | −134K | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 264K | US$86.3M | −26,197 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 172K | US$86.3M | −12,141 | Jun 30, 2026 |
| Caterpillar, Inc. | 77,286 | US$82.3M | −14,908 | Jun 30, 2026 |
| Norfolk Southern Corporation | 233K | US$73.2M | −17,247 | Jun 30, 2026 |