Clearstead Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationcleveland, OH
- CIK0000842775
- Alternate namesHartland & Co., LLC
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
2,740 | $7.12 B | VOO, IVV, IWF, AAPL | 13F-HR | Aug 8, 2025 | 000170800125000003 | ||
2,198 | $6.45 B | VOO, IVV, AAPL, IWF | 13F-HR | May 13, 2025 | 000084277525000005 | ||
2,095 | $6.59 B | VOO, IVV, AAPL, IWF | 13F-HR | Feb 10, 2025 | 000084277525000001 | ||
2,038 | $6.45 B | VOO, IVV, IWF, AAPL | 13F-HR | Nov 13, 2024 | 000170800124000008 | ||
2,026 | $5.86 B | VOO, IVV, IWF, AAPL | 13F-HR | Aug 12, 2024 | 000084277524000004 | ||
1,544 | $2.02 B | VOO, AAPL, VO, JEPI | 13F-HR | May 14, 2024 | 000084277524000003 | ||
1,515 | $1.88 B | VOO, AAPL, JEPI, VO | 13F-HR | Feb 12, 2024 | 000084277524000001 | ||
1,478 | $1.63 B | VOO, AAPL, JEPI, VO | NEW HOLDINGS | Nov 13, 2023 | 000084277523000006 | ||
1,522 | $1.82 B | VOO, AAPL, JEPI, MSFT | 13F-HR | Nov 7, 2023 | 000084277523000005 | ||
1,375 | $1.65 B | VOO, AAPL, VO, JEPI | 13F-HR | Aug 7, 2023 | 000084277523000004 | ||
1,367 | $1.37 B | VOO, AAPL, VO, MSFT | 13F-HR | May 9, 2023 | 000084277523000003 | ||
1,312 | $1.28 B | VOO, VO, AAPL, JEPI | 13F-HR | Feb 14, 2023 | 000084277523000001 | ||
1,317 | $1.09 B | VOO, AAPL, VO, MSFT | 13F-HR | Nov 15, 2022 | 000084277522000004 | ||
1,339 | $1.28 B | VOO, AAPL, ILCG, MSFT | 13F-HR | Aug 12, 2022 | 000084277522000003 | ||
1,417 | $1.47 B | VOO, AAPL, ILCG, VO | 13F-HR | May 4, 2022 | 000084277522000002 | ||
1,300 | $1.47 B | VOO, ILCG, AAPL, QLD | 13F-HR | Feb 14, 2022 | 000084277522000001 | ||
1,314 | $1.34 B | VOO, ILCG, VO, AAPL | 13F-HR | Nov 12, 2021 | 000084277521000006 | ||
1,271 | $1.30 B | VOO, ILCG, AAPL, VO | 13F-HR | Aug 12, 2021 | 000084277521000005 | ||
1,137 | $1.20 B | VOO, NDQ, ILCG, VO | 13F-HR | May 14, 2021 | 000084277521000003 | ||
987 | $1.10 B | VOO, NDQ, AAPL, ILCG | 13F-HR | Feb 11, 2021 | 000084277521000001 | ||
898 | $932.93 M | VOO, NDQ, ILCG, AAPL | 13F-HR | Nov 12, 2020 | 000084277520000005 | ||
796 | $864.75 M | VOO, AAPL, NDQ, VO | 13F-HR | Aug 11, 2020 | 000084277520000004 | ||
789 | $686.79 M | VOO, VO, NDQ, AAPL | 13F-HR | May 14, 2020 | 000084277520000003 | ||
282 | $824.11 M | VOO, VO, AAPL, MDY | 13F-HR | Feb 11, 2020 | 000084277520000002 | ||
266 | $747.23 M | VOO, VO, MDY, ILCG | 13F-HR | Nov 12, 2019 | 000117266119002167 | ||
274 | $750.83 M | VOO, VO, MDY, ILCG | 13F-HR | Aug 8, 2019 | 000117266119001653 | ||
257 | $725.07 M | VOO, VO, MDY, ILCG | 13F-HR | May 14, 2019 | 000117266119001198 | ||
244 | $642.05 M | VOO, VO, MDY, JPM | 13F-HR | Feb 11, 2019 | 000117266119000372 | ||
228 | $729.23 M | VOO, FCE/A, VO, CVIAQ | 13F-HR | Nov 13, 2018 | 000117266118001990 | ||
220 | $701.14 M | VOO, CVIAQ, FCE/A, VO | 13F-HR | Aug 7, 2018 | 000117266118001470 | ||
221 | $690.07 M | VOO, FMSA, FCE/A, VO | 13F-HR | May 14, 2018 | 000117266118001075 | ||
223 | $737.72 M | VOO, FMSA, FCE/A, VO | 13F-HR | Feb 9, 2018 | 000117266118000331 | ||
249 | $767.89 M | VOO, FMSA, FCE/A, VO | 13F-HR | Nov 9, 2017 | 000117266117001914 | ||
234 | $684.61 M | VOO, FMSA, FCE/A, VO | 13F-HR | Aug 3, 2017 | 000117266117001470 | ||
219 | $688.19 M | FMSA, VOO, VO, FCE/A | 13F-HR | May 12, 2017 | 000117266117001014 | ||
206 | $618.01 M | FMSA, VOO, VO, IVV | 13F-HR | Feb 10, 2017 | 000117266117000344 |