Notify me when Clearstead Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 3,077 | $6.86B | +$284M | -$943M | -$659M | IVV, IWF, AAPL, VO, MSFT | 13F-HR | 11/10/2025, 01:35 PM |
| Q2 2025 | 2,738 | $7.12B | +$435M | -$216M | +$219M | VOO, IVV, IWF, AAPL, VO | 13F-HR | 8/8/2025, 12:10 PM |
| Q1 2025 | 2,192 | $6.44B | +$390M | -$336M | +$53.2M | VOO, IVV, AAPL, IWF, VO | 13F-HR | 5/13/2025, 09:06 AM |
| Q4 2024 | 2,087 | $6.57B | +$437M | -$264M | +$173M | VOO, IVV, AAPL, IWF, VO | 13F-HR | 2/10/2025, 12:59 PM |
| Q3 2024 | 2,036 | $6.45B | +$352M | -$123M | +$229M | VOO, IVV, IWF, AAPL, VO | 13F-HR | 11/13/2024, 01:58 PM |
| Q2 2024 | 2,023 | $5.86B | +$3.83B | -$8.26M | +$3.82B | VOO, IVV, IWF, AAPL, VO | 13F-HR | 8/9/2024, 06:38 PM |
| Q1 2024 | 1,540 | $2.01B | +$110M | -$72M | +$37.7M | VOO, AAPL, VO, JEPI, MSFT | 13F-HR | 5/14/2024, 01:09 PM |
| Q4 2023 | 1,513 | $1.88B | +$124M | -$98.1M | +$25.4M | VOO, AAPL, JEPI, VO, MSFT | 13F-HR | 2/12/2024, 11:04 AM |
| Q3 2023 | 1,476 | $1.63B | $0 | $0 | VOO, AAPL, JEPI, VO, MSFT | New Holdings | 11/13/2023, 09:44 AM | |
| Q3 2023 | 1,521 | $1.69B | +$123M | -$18.8M | +$104M | VOO, AAPL, JEPI, VO, MSFT | 13F-HR | 11/7/2023, 01:24 PM |
| Q2 2023 | 1,372 | $1.65B | +$228M | -$35.7M | +$192M | VOO, AAPL, VO, JEPI, MSFT | 13F-HR | 8/7/2023, 09:40 AM |
| Q1 2023 | 1,365 | $1.37B | +$79.3M | -$46.2M | +$33.1M | VOO, AAPL, VO, MSFT, JEPI | 13F-HR | 5/9/2023, 09:32 AM |
| Q4 2022 | 1,308 | $1.28B | +$135M | -$30.9M | +$105M | VOO, VO, AAPL, JEPI, MSFT | 13F-HR | 2/14/2023, 09:37 AM |
| Q3 2022 | 1,234 | $1.09B | +$72M | -$176M | -$104M | VOO, AAPL, VO, MSFT, JEPI | 13F-HR | 11/14/2022, 06:47 PM |
| Q2 2022 | 1,262 | $1.28B | +$90.6M | -$23.7M | +$66.8M | VOO, AAPL, ILCG, MSFT, VO | 13F-HR | 8/12/2022, 03:27 PM |
| Q1 2022 | 1,360 | $1.47B | +$107M | -$18.8M | +$88.1M | VOO, AAPL, ILCG, VO, MSFT | 13F-HR | 5/4/2022, 10:24 AM |
| Q4 2021 | 1,253 | $1.47B | +$67.1M | -$67M | +$51.9K | VOO, ILCG, AAPL, QLD, VO | 13F-HR | 2/14/2022, 11:00 AM |
| Q3 2021 | 1,276 | $1.34B | +$70.9M | -$25.1M | +$45.8M | VOO, ILCG, VO, AAPL, QLD | 13F-HR | 11/12/2021, 04:56 PM |
| Q2 2021 | 1,247 | $1.3B | +$109M | -$39.8M | +$69.3M | VOO, ILCG, AAPL, VO, MSFT | 13F-HR | 8/12/2021, 03:25 PM |
| Q1 2021 | 1,108 | $1.2B | +$55.3M | -$22.2M | +$33.1M | VOO, QQQ, ILCG, VO, AAPL | 13F-HR | 5/14/2021, 11:39 AM |
| Q4 2020 | 978 | $1.1B | +$75.6M | -$30.5M | +$45.1M | VOO, QQQ, AAPL, ILCG, VO | 13F-HR | 2/11/2021, 11:46 AM |
| Q3 2020 | 881 | $933M | +$82.3M | -$49M | +$33.4M | VOO, QQQ, ILCG, AAPL, VO | 13F-HR | 11/12/2020, 03:33 PM |
| Q2 2020 | 781 | $865M | +$76.3M | -$27.7M | +$48.6M | VOO, AAPL, QQQ, VO, ILCG | 13F-HR | 8/11/2020, 10:14 AM |
| Q1 2020 | 766 | $684M | +$68.2M | -$29.5M | +$38.7M | VOO, VO, QQQ, AAPL, ILCG | 13F-HR | 5/14/2020, 12:31 PM |
| Q4 2019 | 282 | $824M | +$31.9M | -$13.4M | +$18.4M | VOO, VO, AAPL, MDY, JPM | 13F-HR | 2/11/2020, 04:42 PM |
| Q3 2019 | 266 | $747M | +$20M | -$33.6M | -$13.6M | VOO, VO, MDY, ILCG, QQQ | 13F-HR | 11/12/2019, 03:57 PM |
| Q2 2019 | 275 | $751M | +$46M | -$33.7M | +$12.3M | VOO, VO, MDY, ILCG, JPM | 13F-HR | 8/8/2019, 05:17 PM |
| Q1 2019 | 257 | $725M | +$32.5M | -$33.4M | -$874K | VOO, VO, MDY, ILCG, SDY | 13F-HR | 5/14/2019, 10:27 AM |
| Q4 2018 | 244 | $642M | +$82.4M | -$62.2M | +$20.2M | VOO, VO, MDY, JPM, SDY | 13F-HR | 2/8/2019, 06:06 PM |
| Q3 2018 | 228 | $729M | +$28.5M | -$14.6M | +$13.9M | VOO, FCEA, VO, CVIAQ, MDY | 13F-HR | 11/13/2018, 08:38 AM |
| Q2 2018 | 220 | $701M | +$84.4M | -$91.8M | -$7.45M | VOO, CVIAQ, FCEA, VO, MDY | 13F-HR | 8/7/2018, 04:43 PM |
| Q1 2018 | 221 | $690M | +$38.3M | -$54.5M | -$16.2M | VOO, FMSA, FCEA, VO, MDY | 13F-HR | 5/14/2018, 03:18 PM |
| Q4 2017 | 223 | $738M | +$16.8M | -$89.1M | -$72.3M | VOO, FMSA, FCEA, VO, MDY | 13F-HR | 2/9/2018, 01:12 PM |
| Q3 2017 | 249 | $768M | +$61.1M | -$12.1M | +$49M | VOO, FMSA, FCEA, VO, IVV | 13F-HR | 11/9/2017, 04:08 PM |
| Q2 2017 | 234 | $685M | +$41.5M | -$17.2M | +$24.3M | VOO, FMSA, FCEA, VO, IVV | 13F-HR | 8/3/2017, 03:46 PM |
| Q1 2017 | 219 | $688M | +$103M | -$9.64M | +$93.7M | FMSA, VOO, VO, FCEA, IVV | 13F-HR | 5/11/2017, 06:48 PM |
| Q4 2016 | 206 | $618M | $0 | $0 | FMSA, VOO, VO, IVV, XOM | 13F-HR | 2/10/2017, 02:25 PM |