• 13F History

Clearstead Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$6.57B
Signature - Title
Patrick D. Hayes - Counsel to Advisor
Location
Cleveland, OH
Summary
This page shows a list of all the recent 13F filings made by Clearstead Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clearstead Advisors, LLC reported 2087 stock holdings with total value $6.57B as of Q4 2024. Top holdings included VOO, IVV, AAPL, IWF, and VO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 +$3.81B -$8.11M +$3.8B VOO, IVV, IWF, AAPL, VO 13F-HR 8/9/2024, 06:38 PM
Q1 2024 1,430 $2.01B +$110M -$72M +$37.7M VOO, AAPL, VO, JEPI, MSFT 13F-HR 5/14/2024, 01:09 PM
Q4 2023 1,510 $1.88B +$124M -$98.1M +$25.5M VOO, AAPL, JEPI, VO, MSFT 13F-HR 2/12/2024, 11:04 AM
Q3 2023 1,474 $1.63B VOO, AAPL, JEPI, VO, MSFT New Holdings 11/13/2023, 09:44 AM
Q3 2023 1,592 $1.69B +$123M -$18.8M +$104M VOO, AAPL, JEPI, VO, MSFT 13F-HR 11/7/2023, 01:24 PM
Q2 2023 1,371 $1.65B +$228M -$32.2M +$195M VOO, AAPL, VO, JEPI, MSFT 13F-HR 8/7/2023, 09:40 AM
Q1 2023 1,363 $1.37B +$79.3M -$42.5M +$36.7M VOO, AAPL, VO, MSFT, JEPI 13F-HR 5/9/2023, 09:32 AM
Q4 2022 1,308 $1.28B +$137M -$22.5M +$114M VOO, VO, AAPL, JEPI, MSFT 13F-HR 2/14/2023, 08:37 AM
Q3 2022 1,144 $1.09B +$72M -$103M -$31.4M VOO, AAPL, VO, MSFT, JEPI 13F-HR 11/14/2022, 05:47 PM
Q2 2022 1,190 $1.28B +$90.8M -$18.7M +$72.1M VOO, AAPL, ILCG, MSFT, VO 13F-HR 8/12/2022, 03:27 PM
Q1 2022 1,298 $1.47B +$107M -$18.1M +$89M VOO, AAPL, ILCG, VO, MSFT 13F-HR 5/4/2022, 10:24 AM
Q4 2021 1,176 $1.47B +$67.4M -$61.5M +$5.89M VOO, ILCG, AAPL, QLD, VO 13F-HR 2/14/2022, 10:00 AM
Q3 2021 1,245 $1.34B +$70.9M -$25.1M +$45.8M VOO, ILCG, VO, AAPL, QLD 13F-HR 11/12/2021, 04:56 PM
Q2 2021 1,195 $1.3B +$109M -$39.9M +$69.2M VOO, ILCG, AAPL, VO, MSFT 13F-HR 8/12/2021, 03:25 PM
Q1 2021 1,064 $1.2B +$55.4M -$22.2M +$33.2M VOO, QQQ, ILCG, VO, AAPL 13F-HR 5/14/2021, 11:39 AM
Q4 2020 937 $1.1B +$75.6M -$29M +$46.6M VOO, QQQ, AAPL, ILCG, VO 13F-HR 2/11/2021, 10:46 AM
Q3 2020 857 $933M +$82.3M -$46.8M +$35.5M VOO, QQQ, ILCG, AAPL, VO 13F-HR 11/12/2020, 02:33 PM
Q2 2020 767 $865M +$76.3M -$23.2M +$53.1M VOO, AAPL, QQQ, VO, ILCG 13F-HR 8/11/2020, 10:14 AM
Q1 2020 738 $683M +$70.6M -$28M +$42.6M VOO, VO, QQQ, AAPL, ILCG 13F-HR 5/14/2020, 12:31 PM
Q4 2019 282 $819M +$31.4M -$10.1M +$21.3M VOO, VO, AAPL, MDY, JPM 13F-HR 2/11/2020, 03:42 PM
Q3 2019 266 $747M +$20M -$25.9M -$5.87M VOO, VO, MDY, ILCG, QQQ 13F-HR 11/12/2019, 02:57 PM
Q2 2019 272 $750M +$45.7M -$27.3M +$18.4M VOO, VO, MDY, ILCG, JPM 13F-HR 8/8/2019, 05:17 PM
Q1 2019 256 $724M +$31.7M -$24.1M +$7.62M VOO, VO, MDY, ILCG, SDY 13F-HR 5/14/2019, 10:27 AM
Q4 2018 243 $642M +$82.4M -$9.77M +$72.6M VOO, VO, MDY, JPM, SDY 13F-HR 2/8/2019, 05:06 PM
Q3 2018 228 $729M +$28.5M -$11.9M +$16.6M VOO, FCEA, VO, CVIAQ, MDY 13F-HR 11/13/2018, 07:38 AM
Q2 2018 220 $701M +$84.4M -$13.1M +$71.3M VOO, CVIAQ, FCEA, VO, MDY 13F-HR 8/7/2018, 04:43 PM
Q1 2018 221 $690M +$38.3M -$46.7M -$8.47M VOO, FMSA, FCEA, VO, MDY 13F-HR 5/14/2018, 03:18 PM
Q4 2017 223 $738M +$16.8M -$61.4M -$44.6M VOO, FMSA, FCEA, VO, MDY 13F-HR 2/9/2018, 12:12 PM
Q3 2017 249 $767M +$60.2M -$6.52M +$53.7M VOO, FMSA, FCEA, VO, IVV 13F-HR 11/9/2017, 03:08 PM
Q2 2017 234 $685M +$41.5M -$6.15M +$35.3M VOO, FMSA, FCEA, VO, IVV 13F-HR 8/3/2017, 03:46 PM
Q1 2017 219 $688M +$103M -$6.45M +$96.9M FMSA, VOO, VO, FCEA, IVV 13F-HR 5/11/2017, 06:48 PM
Q4 2016 206 $618M FMSA, VOO, VO, IVV, XOM 13F-HR 2/10/2017, 01:25 PM