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Clearstead Advisors, LLC

Q1 2026 Holdings

Filed 2026-05-06 | 2241 holdings | $10.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Franklin Templeton ETF TR(FLQM)US MID CP MLTFCT35473P884$26.6K4850.0%
Docusign Inc(DOCU)COM256163106$26.6K5620.0%
First TR Exchange-Traded FD(RDVI)FT VEST RIS33738D879$26.9K1,0530.0%
Nano X Imaging LTD(NNOX)ORD SHSM70700105$27.0K11,9000.0%
Powell Inds Inc(POWL)COM739128106$27.1K500.0%
Petroleo Brasileiro S A(PBR)SPONSORED ADR71654V408$27.1K1,3070.0%
Crown Castle Inc(CCI)COM22822V101$27.5K3380.0%
Invesco Exchange Traded FD T(SPVM)S&P 500 VLU MOMN46137V423$27.6K4000.0%
Sellas Life Sciences Group I(SLS)COM NEW81642T209$27.7K6,5480.0%
Hims & Hers Health Inc(HIMS)COM CL A433000106$27.8K1,3380.0%
Chewy Inc(CHWY)CL A16679L109$28.1K1,0400.0%
American Airlines Group Inc(AAL)COM02376R102$28.1K2,6160.0%
Aberdeen India FD Inc(IFN)COM454089103$28.2K2,4870.0%
Global X FDS(AIQ)ARTIFICIAL ETF37954Y632$28.4K6090.0%
DBX ETF TR(MIDE)XTRACKERS S&P MD233051127$28.5K8500.0%
Invesco Exchange Traded FD T(RSPD)S&P500 EQL DIS46137V381$28.9K5400.0%
ON Hldg AG(ONON)NAMEN AKT AH5919C104$29.0K8520.0%
Palantir Technologies Inc(PLTR)CallCALL69608A108$29.3K$2000.0%
Kraneshares Trust(KRBN)GLOBAL CARB STRA500767678$29.4K9910.0%
BNY Mellon ETF Trust II(BKDV)DYNAMIC VALUE05613H100$29.5K9950.0%
First TR Exch Traded FD III(FPE)PFD SECS INC ETF33739E108$29.6K1,6670.0%
Hyster-Yale Inc(HY)CL A449172105$30.0K9220.0%
Sportradar Group AG(SRAD)CLASS A ORD SHSH8088L103$30.1K1,8000.0%
Myers Inds Inc(MYE)COM628464109$30.2K1,4260.0%
Ishares TR(USIG)USD INV GRDE ETF464288620$30.2K5900.0%
Hayward Hldgs Inc(HAYW)COM421298100$30.3K2,2640.0%
British Amern TOB PLC(BMTA)SPONSORED ADR110448107$30.5K5210.0%
Vanguard Scottsdale FDS(VTC)TOTAL CORP BND92206C573$30.8K4010.0%
Select Sector Spdr TR(XLRE)STATE STREET REA81369Y860$31.1K7620.0%
SEA LTD(SE)SPONSORD ADS81141R100$31.2K3770.0%
Advisors SER TR(KAT)SCHARF ETF00770X220$31.2K5830.0%
Sunrun Inc(RUN)COM86771W105$31.9K2,3490.0%
Dominos Pizza Inc(DPZ)COM25754A201$32.2K900.0%
Northwest Bancshares Inc(NWBI)COM667340103$32.3K2,5430.0%
Regency Ctrs Corp(REG)COM758849103$32.8K4340.0%
Everest Group LTD(EG)COMG3223R108$33.0K1010.0%
RB Global Inc(RBA)COM74935Q107$33.4K3480.0%
Kayne Anderson Energy Infrst(KYN)COM486606106$33.6K2,3500.0%
Ishares TR(IHI)U.S. MED DVC ETF464288810$33.8K6330.0%
Vanguard World FD(MGK)MEGA GRWTH IND921910816$33.8K920.0%
PTC Inc(PTC)COM69370C100$34.2K2400.0%
Grayscale Ethereum Staking(ETH)SHS NEW38964R203$34.3K1,7270.0%
NRG Energy Inc(NRG)COM NEW629377508$34.6K2370.0%
Fidelity Merrimack STR TR(FBND)TOTAL BD ETF316188309$34.8K7620.0%
Vici Pptys Inc(VICI)COM925652109$34.9K1,2780.0%
Bluerock PVT Real Estate FD(BPRE)COM09631P102$35.0K2,1100.0%
International Flavors&fragra(IFF)COM459506101$35.3K4870.0%
Invesco Exchange Traded FD T(CZA)ZACKS MID CAP46137Y401$35.4K3210.0%
Humana Inc(HUM)COM444859102$35.4K2040.0%
Principal Financial Group in(PFG)COM74251V102$35.6K3950.0%
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