Clearstead Advisors, LLC
CIK Number: 0000842775
6.59B
Market Value
98
# of Holdings
10 months
Avg. Holding Period
36.36%
Win Rate
33.63%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 507.09 | +0.19% | 1.17M | +2.42% | 632.1M | 410.22 | 9.59% |
| 2 | IVV | iShares Core S&... | 554.34 | +0.21% | 444.1K | -0.1% | 261.43M | 509.32 | 3.97% |
| 3 | AAPL | Apple Inc. | 210.60 | +0.63% | 996.65K | -0.59% | 249.58M | 160.1 | 3.79% |
| 4 | IWF | iShares Russell... | 364.99 | +0.06% | 579.56K | -9.58% | 232.74M | 365.12 | 3.53% |
| 5 | VO | Vanguard Mid Ca... | 254.81 | +0.43% | 690.64K | +2.22% | 182.42M | 212.52 | 2.77% |
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