Clearstead Advisors, LLC
CIK Number: 0000842775
6.59B
Market Value
1,646
# of Holdings
10 months
Avg. Holding Period
71.30%
Win Rate
33.57%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 546.54 | +1.59% | 1.15M | +1.22% | 604.43M | 407.11 | 9.38% | |
| 2 | Ishares Tr | 597.25 | +1.61% | 444.53K | +2.11% | 256.42M | 509.32 | 3.98% | |
| 3 | Ishares Tr | 394.61 | +1.81% | 640.98K | -0.74% | 240.61M | 365.12 | 3.73% | |
| 4 | Apple Inc | 241.72 | +1.86% | 1M | +13.50% | 233.59M | 160.1 | 3.62% | |
| 5 | Vanguard Index ... | 270.48 | +1.38% | 675.61K | +2.14% | 178.25M | 211.38 | 2.77% |
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