Institutional manager
Clearstead Advisors, LLC
Holds positions in 488 of the S&P 500, worth $4.49bn as reported for the quarter ended 31-mar-2026.
Positions held488of 488 index companies covered
Reported value$4.49bnS&P 500 positions only
Top ten weight52%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 488 held. The rest are smaller than every one of these.
PaccarPCAR4.9m$563mIndustrialsState Street CorporationSTT4.5m$405mFinancialsMicrosoftMSFT909,557$337mInformation TechnologyApple Inc.AAPL1.2m$292mInformation TechnologyAmazonAMZN926,168$193mConsumer DiscretionaryAlphabet Inc. (Class A)GOOGL654,330$188mCommunication ServicesNvidiaNVDA777,112$136mInformation TechnologyBerkshire HathawayBRK.B156,083$88mFinancialsJPMorgan ChaseJPM289,929$85mFinancialsNorfolk SouthernNSC250,090$72mIndustrialsStarbucksSBUX798,248$72mConsumer DiscretionaryCaterpillar Inc.CAT92,194$65mIndustrialsJohnson & JohnsonJNJ262,136$64mHealth CareCostcoCOST59,884$60mConsumer StaplesWalmartWMT452,253$56mConsumer StaplesLilly (Eli)LLY60,181$55mHealth CareBroadcomAVGO164,679$51mInformation TechnologyMeta PlatformsMETA79,026$45mCommunication ServicesExxonMobilXOM264,667$45mEnergyChevron CorporationCVX190,097$39mEnergyRTX CorporationRTX182,690$35mIndustrialsPepsiCoPEP223,452$35mConsumer StaplesMastercardMA67,542$34mFinancialsEaton CorporationETN92,720$33mIndustrialsInvescoIVZ55,385$32mFinancialsProcter & GamblePG214,188$31mConsumer StaplesAbbVieABBV134,159$29mHealth CareVisa Inc.V90,383$27mFinancialsHome Depot (The)HD82,754$27mConsumer DiscretionaryCincinnati FinancialCINF172,216$27mFinancialsBlackstone Inc.BX219,930$25mFinancialsTesla, Inc.TSLA65,799$24mConsumer DiscretionaryCharles Schwab CorporationSCHW246,338$23mFinancialsWaste ManagementWM95,161$22mIndustrialsAdvanced Micro DevicesAMD106,991$22mInformation TechnologyPalo Alto NetworksPANW134,464$22mInformation TechnologyLowe'sLOW91,142$22mConsumer DiscretionaryCiscoCSCO273,454$21mInformation TechnologyOracle CorporationORCL136,294$20mInformation TechnologyIntercontinental ExchangeICE125,183$20mFinancialsMicron TechnologyMU58,179$20mInformation TechnologyKeyCorpKEY958,835$19mFinancialsLive Nation EntertainmentLYV125,548$19mCommunication ServicesTexas InstrumentsTXN96,530$19mInformation TechnologyUberUBER256,508$18mIndustrialsMerck & Co.MRK152,132$18mHealth CareDanaher CorporationDHR95,458$18mHealth CareParker HannifinPH20,188$18mIndustrialsAmgenAMGN50,221$18mHealth CareSalesforceCRM93,532$17mInformation TechnologyAbbott LaboratoriesABT168,685$17mHealth CareNetflixNFLX177,181$17mCommunication ServicesCoca-Cola Company (The)KO218,382$17mConsumer StaplesProgressive CorporationPGR82,205$16mFinancialsAmerican Water WorksAWK118,777$16mUtilitiesAkamai TechnologiesAKAM133,903$15mInformation TechnologyAltriaMO228,655$15mConsumer StaplesGE AerospaceGE51,705$15mIndustrialsTake-Two InteractiveTTWO71,959$14mCommunication ServicesMcDonald'sMCD44,757$14mConsumer Discretionary
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.