Clearstead Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Cleveland, OH
CIK
0000842775
Alternate names
Hartland & Co., LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 2,026 5,861,390 VOO, IVV, IWF, AAPL 13F-HR 8/12/2024 000084277524000004
Q1 2024 1,544 2,020,005 VOO, AAPL, VO, JEPI 13F-HR 5/14/2024 000084277524000003
Q4 2023 1,515 1,884,349 VOO, AAPL, JEPI, VO 13F-HR 2/12/2024 000084277524000001
Q3 2023 1,478 1,627,905 VOO, AAPL, JEPI, VO NEW HOLDINGS 11/13/2023 000084277523000006
Q3 2023 1,522 1,818,054 VOO, AAPL, JEPI, MSFT 13F-HR 11/7/2023 000084277523000005
Q2 2023 1,375 1,649,948 VOO, AAPL, VO, JEPI 13F-HR 8/7/2023 000084277523000004
Q1 2023 1,367 1,373,942 VOO, AAPL, VO, MSFT 13F-HR 5/9/2023 000084277523000003
Q4 2022 1,312 1,276,686 VOO, VO, AAPL, JEPI 13F-HR 2/14/2023 000084277523000001
Q3 2022 1,317 1,085,429 VOO, AAPL, VO, MSFT 13F-HR 11/14/2022 000084277522000004
Q2 2022 1,339 1,283,037 VOO, AAPL, JKE, MSFT 13F-HR 8/12/2022 000084277522000003
Q1 2022 1,417 1,473,995 VOO, AAPL, JKE, VO 13F-HR 5/4/2022 000084277522000002
Q4 2021 1,300 1,470,496 VOO, JKE, AAPL, QLD 13F-HR 2/14/2022 000084277522000001
Q3 2021 1,314 1,340,471 VOO, JKE, VO, AAPL 13F-HR 11/12/2021 000084277521000006
Q2 2021 1,271 1,299,434 VOO, JKE, AAPL, VO 13F-HR 8/12/2021 000084277521000005
Q1 2021 1,137 1,200,252 VOO, QQQ, JKE, VO 13F-HR 5/14/2021 000084277521000003
Q4 2020 987 1,099,658 VOO, QQQ, AAPL, JKE 13F-HR 2/11/2021 000084277521000001
Q3 2020 898 932,930 VOO, QQQ, JKE, AAPL 13F-HR 11/12/2020 000084277520000005
Q2 2020 796 864,749 VOO, AAPL, QQQ, VO 13F-HR 8/11/2020 000084277520000004
Q1 2020 789 686,788 VOO, VO, QQQ, AAPL 13F-HR 5/14/2020 000084277520000003
Q4 2019 282 824,105 VOO, VO, AAPL, MDY 13F-HR 2/11/2020 000084277520000002
Q3 2019 266 747,232 VOO, VO, MDY, JKE 13F-HR 11/12/2019 000117266119002167
Q2 2019 274 750,825 VOO, VO, MDY, JKE 13F-HR 8/8/2019 000117266119001653
Q1 2019 257 725,070 VOO, VO, MDY, JKE 13F-HR 5/14/2019 000117266119001198
Q4 2018 244 642,046 VOO, VO, MDY, JPM 13F-HR 2/11/2019 000117266119000372
Q3 2018 228 729,234 VOO, FCE.A, VO, CVIAQ 13F-HR 11/13/2018 000117266118001990
Q2 2018 220 701,144 VOO, CVIAQ, FCE.A, VO 13F-HR 8/7/2018 000117266118001470
Q1 2018 221 690,069 VOO, FMSA, FCE.A, VO 13F-HR 5/14/2018 000117266118001075
Q4 2017 223 737,723 VOO, FMSA, FCE.A, VO 13F-HR 2/9/2018 000117266118000331
Q3 2017 249 767,886 VOO, FMSA, FCE.A, VO 13F-HR 11/9/2017 000117266117001914
Q2 2017 234 684,605 VOO, FMSA, FCE.A, VO 13F-HR 8/3/2017 000117266117001470
Q1 2017 219 688,191 FMSA, VOO, VO, FCE.A 13F-HR 5/12/2017 000117266117001014
Q4 2016 206 618,014 FMSA, VOO, VO, IVV 13F-HR 2/10/2017 000117266117000344