Clearstead Advisors, LLC ETFs

Clearstead Advisors, LLC

$6.3 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FREL Fidelity Covington Tr Msci Rea	$0	$8,000 0.0% of portfolio	302	Q4 2024 Reduced 22.37%
GEM Goldman Sachs ETF Tr Actvebeta	$0	$8,000 0.0% of portfolio	255	Q2 2024 New
IWC Russell Micro Cap ETF	$0	$8,000 0.0% of portfolio	79	Q1 2020 New
SCHP Schwab Strategic Us Tips ETF	$0	$7,000 0.0% of portfolio	296	Q4 2024 Added 100.0%
VOOV Vanguard S&P 500 Value ETF	$0	$7,000 0.0% of portfolio	43	Q4 2024 Reduced 44.87%
BCI Abrdn Etfs Abrdn Bloomberg All	$0	$6,000 0.0% of portfolio	300	Q1 2021 New
IEZ Ishares Tr	$0	$6,000 0.0% of portfolio	314	Q1 2025 Added 0.64%
SOXL Direxion Daily Semiconductor B	$0	$5,000 0.0% of portfolio	321	Q4 2024 Added 28.4%
BOTZ Global X Fds	$0	$5,000 0.0% of portfolio	207	Q1 2025 Reduced 93.55%
EZU Ishares Inc Msci Eurozone ETF	$0	$5,000 0.0% of portfolio	98	Q1 2025 Added 88.46%
ICLN Ishares	$0	$5,000 0.0% of portfolio	511	Q1 2025 Added 3.86%
JPIN Jp Morgan Diversified Return I	$0	$5,000 0.0% of portfolio	100	Q1 2025 New
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$5,000 0.0% of portfolio	200	Q1 2024 New
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$5,000 0.0% of portfolio	25	Q4 2024 New
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$5,000 0.0% of portfolio	57	Q1 2025 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$4,000 0.0% of portfolio	90	Q4 2024 Reduced 92.79%
ARKG Ark Genomic Revolution ETF (De	$0	$3,000 0.0% of portfolio	191	Q1 2025 Reduced 69.09%
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$3,000 0.0% of portfolio	53	Q1 2025 Added 47.22%
CNRG Spdr S&P Kensho Clean Power Et	$0	$3,000 0.0% of portfolio	66	Q2 2024 New
PXH Invesco ETF Tr Ii Ftse Rafi Em	$0	$3,000 0.0% of portfolio	150	Q2 2024 Added 0.67%
EMLC Vaneck ETF Tr J.P. Morgan Em L	$0	$3,000 0.0% of portfolio	136	Q3 2024 Reduced 95.07%
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$3,000 0.0% of portfolio	127	Q2 2024 New
ROBT First Tr Exchange Traded Fd Vi	$0	$2,000 0.0% of portfolio	62	Q4 2024 Reduced 38.61%
QQQM Invesco Exchange Traded Fd Tr	$0	$2,000 0.0% of portfolio	12	Q1 2025 New
EWU Ishs Msci Utd Kingdom ETF	$0	$2,000 0.0% of portfolio	78	Q2 2024 New
JAVA Jp Morgan ETF Fd Tr Active Val	$0	$2,000 0.0% of portfolio	35	Q1 2025 Reduced 99.65%
GURU Global X Guru Index ETF	$0	$2,000 0.0% of portfolio	51	Q1 2025 New
KBE Spdr S&P Bank ETF	$0	$2,000 0.0% of portfolio	40	Q1 2025 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$2,000 0.0% of portfolio	67	Q1 2025 Added 570.0%
PFXF Vaneck ETF Tr Preferred Securi	$0	$2,000 0.0% of portfolio	167	Q1 2025 Added 1.21%
PALL Abrdn Palladium ETF Trust	$187M	$1,000 0.0% of portfolio	21	Q1 2025 New
HAUZ Dbx ETF Tr Xtrackers Internati	$0	$1,000 0.0% of portfolio	85	Q1 2024 Reduced 77.69%
ROBO Robo Global Robotics And Autom	$0	$1,000 0.0% of portfolio	32	Q2 2024 Added 28.0%
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$1,000 0.0% of portfolio	35	Q1 2025 Reduced 95.43%
FTSM First Tr Enhanced Traded Fd Iv	$0	$1,000 0.0% of portfolio	25	Q4 2024 Reduced 78.81%
LIT Global X Fds Global X Lithium	$0	$1,000 0.0% of portfolio	49	Q2 2024 Added 58.06%
PBW Invesco Exchange Traded Fd Tr	$0	$1,000 0.0% of portfolio	100	Q1 2021 Added 11.11%
RFG Invesco Exchange Traded Fd Tr	$0	$1,000 0.0% of portfolio	25	Q1 2025 New
AOM Ishares Tr Core Moderate Alloc	$0	$1,000 0.0% of portfolio	30	Q1 2025 New
VLUE Ishares Msci Usa Value Factor	$0	$1,000 0.0% of portfolio	17	Q1 2025 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$1,000 0.0% of portfolio	18	Q1 2025 New
EBND Spdr Bloomberg Emerging Market	$0	$1,000 0.0% of portfolio	93	Q2 2024 Added 3.33%
PHB Invesco Fd Tr Ii Fundamental H	$0	$1,000 0.0% of portfolio	69	Q2 2024 New
MSOS Advisorshares Tr Pure Us Canna	$0	$0 0.0% of portfolio	5	Q4 2022 New
AVUS American Centy ETF Tr Avantis	$0	$0 0.0% of portfolio	10	Q4 2023 New
MLPX Global X Mlp & Energy Infrastr	$0	$0 0.0% of portfolio	1	Q1 2024 New
RYU Invesco S&P 500 Equal Weight U	$0	$0 0.0% of portfolio	4,967	Q1 2025 New
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	33,047	Q1 2025 Added 0.01%
RGI Invesco S&P 500 Equal Weight I	$0	$0 0.0% of portfolio	7,733	Q1 2025 Added 664.89%
RYH Invesco S&P 500 Equal Weight H	$0	$0 0.0% of portfolio	29,351	Q1 2025 Added 63.56%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.