Clearstead-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "VSGX",
  null,
  null,
  "JWN",
  "HYT",
  "NWE",
  null,
  "MMSI",
  "NUVL",
  "AXSM",
  "ASND",
  "ENVX",
  "ALAB",
  "NCNO",
  "PINS",
  "SE",
  "RGEN",
  "FIBK",
  "SPSC",
  "ALKS",
  "INSM",
  "TREX",
  "HIO",
  "PRO",
  "KRYS",
  "ARES",
  "FSV",
  "FPI",
  "HLNE",
  "HOOD",
  "STVN",
  "APPF",
  "RVMD",
  "GTES",
  "ITRI",
  "AX",
  "AZEK",
  "VRNS",
  "GTX",
  "MPWR",
  "FN",
  "GRAB",
  "MTCH",
  "RNG",
  "ARGX",
  "PCOR",
  "GLOB",
  "IOSP",
  null,
  "INSP",
  "STEP",
  "ASB",
  "TRU",
  "JAZZ",
  "RDNT",
  "PLTK",
  "NOVT",
  "ACAD",
  "AIR",
  "QRVO",
  "KTOS",
  "FLYW",
  "INFA",
  "GDX",
  "RRX",
  null,
  "POOL",
  null,
  "CCCS",
  null,
  null,
  "OSK",
  null,
  "PLXS",
  "MORN",
  "SNDR",
  "TROW",
  null,
  "AGI.TO",
  "NLY",
  "XP",
  "FTAI",
  "ITUB",
  "RJF",
  "AES",
  "GLBE",
  "CURI",
  "AR",
  null,
  null,
  "ARW",
  "MOS",
  "AFG",
  "AAL",
  "WGS",
  "AMED",
  null,
  "BROS",
  "BEP",
  "ENTG",
  "FROG",
  "AKAM",
  null,
  "GIL",
  "LOAR",
  "BRZE",
  "OLLI",
  "RBC",
  "EXAS",
  "BNT",
  "DNB",
  "LYFT",
  "IZEA",
  "IMO",
  "HUM",
  "HP",
  "H",
  "MP",
  "MSGS",
  "BEPC",
  null,
  "PCG",
  "AVAV",
  null,
  "SABR",
  "RF",
  "FTI",
  "RBA.TO",
  "ALSN",
  "SMCI",
  "ONON",
  "ATR",
  null,
  "ARM",
  "GATX",
  "FWONK",
  "SNOW",
  "MU",
  null,
  "KRG",
  "PATK",
  "STR",
  "NVG",
  null,
  "FNDF",
  "FNDA",
  "MPLX",
  "ACN",
  "MDGL",
  "LEVI",
  "SSTK",
  "ZS",
  "ARCB",
  "ITT",
  "KBR",
  null,
  "PBH",
  "MMM",
  "ABNB",
  "ABT",
  "MBC",
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "PBT",
  "A",
  "APD",
  "BABA",
  "MATX",
  "PAA",
  "SBCF",
  "TGTX",
  null,
  "SHOO",
  null,
  "APLS",
  "MTSI",
  "JLL",
  "TNET",
  "ATI",
  "KTB",
  null,
  "VONG",
  null,
  null,
  "FIZZ",
  "ALL",
  "FRPT",
  "ARWR",
  null,
  "ASGN",
  "MOG-A",
  "GOOGL",
  "BOOT",
  "PRCT",
  "AIN",
  "PRKS",
  "ALNY",
  null,
  "PRAA",
  "PXF",
  "VCYT",
  "ASO",
  "VDE",
  "ASIX",
  "PEB",
  null,
  null,
  "VYX",
  "RIG",
  null,
  null,
  null,
  "AXP",
  null,
  "JQC",
  "QQQX",
  "UNIT",
  null,
  null,
  "GDXJ",
  null,
  "ATMU",
  "VC",
  "AEG",
  "ALGM",
  "ADMA",
  "AXL",
  "ARCT",
  "SCHH",
  null,
  "AFRM",
  "APG",
  "AIG",
  "ALKT",
  "ACA",
  "MT",
  "BATRK",
  "CUK",
  "TEAM",
  "MODG",
  "ASML",
  "T",
  "GOLF",
  "BLK",
  "ESAB",
  "ASX",
  "E",
  null,
  "ENR",
  "AYI",
  "QDEL",
  null,
  null,
  null,
  "AROC",
  null,
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  null,
  "LOW",
  null,
  "BRO",
  "AIT",
  "KMX",
  "ABR",
  "AGX",
  "CP.TO",
  "FET",
  "BDJ",
  "ACLS",
  "AUB",
  "FCPT",
  "ARCC",
  "DNA",
  "FCEL",
  "GMAB",
  "HRI",
  "FELE",
  "SAN",
  "HGV",
  "BTZ",
  "FUL",
  "BIDU",
  "FLGT",
  "FORM",
  "GRX",
  "BITF",
  "WRB",
  "GME",
  "FLNC",
  null,
  "ITGR",
  "BSX",
  null,
  "BHM",
  "HRB",
  null,
  "HHH",
  null,
  "IAC",
  "CSQ",
  null,
  null,
  "UTF",
  "CRON",
  null,
  null,
  "CRS",
  null,
  null,
  "LCII",
  null,
  "CCI",
  "COF",
  "LEN-B",
  "CMI",
  null,
  "PHG",
  "MIN",
  null,
  null,
  "LLYVA",
  "LNC",
  null,
  "ZD",
  "LMND",
  null,
  "USA",
  null,
  "KRP",
  null,
  "NMRK",
  "MSGE",
  "NVEC",
  "DUK",
  "OII",
  "PWP",
  "NUV",
  "NVEE",
  "MGRC",
  "EIM",
  "PSQH",
  "D",
  "NICE",
  "DT",
  "NAD",
  "MARA",
  "PRM",
  "OPRA",
  "EDIT",
  "ETY",
  "NWBI",
  "M",
  "ROKU",
  "PRIM",
  "ESS",
  "REZI",
  "RKT",
  "EHC",
  "KWR",
  "EBAY",
  null,
  "RXRX",
  "UTG",
  "POWL",
  "RGTI",
  "RYAAY",
  "RL",
  "RGS",
  "PHT",
  "SAND",
  "PLL",
  "REYN",
  "DAVA",
  null,
  "WTRG",
  "FRT",
  "EQH",
  "FUN",
  "SWTX",
  "FAT",
  null,
  "TYG",
  "SONO",
  null,
  "EQNR",
  "SPB",
  "SFBS",
  "SIGA",
  "EOG",
  "SXI",
  "SNRE",
  "SEG",
  "SIGI",
  "TTGT",
  "TDS",
  "UEC",
  "EAD",
  null,
  "EXPE",
  "EXPD",
  "FFIV",
  "UNF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "U",
  "LIVN",
  "STNE",
  "OSW",
  null,
  "AG",
  "SRAD",
  "HELE",
  "TSEM",
  "PNR",
  "LOGI",
  "FFA",
  "ULS",
  "FFIN",
  "BATRA",
  null,
  "FERG",
  "NTB",
  null,
  null,
  null,
  "IPAR",
  "BMEZ",
  "FCX",
  null,
  null,
  "PGEN",
  "CION",
  null,
  null,
  "FITB",
  "IBKR",
  "ATXS",
  "VIK",
  null,
  null,
  null,
  "DDD",
  "SCWO",
  "GPCR",
  "IMTX",
  "NMFC",
  "TECX",
  "LRMR",
  null,
  "GD",
  "PRTA",
  "TSLX",
  "FAX",
  "MSDL",
  "IREN",
  "GILD",
  "IRDM",
  "ASPS",
  "GIS",
  "ALDX",
  "AQB",
  "HLT",
  "AMSF",
  "ARIS",
  "BCAT",
  "BAND",
  "HON",
  null,
  "HD",
  "BCLI",
  "BTSG",
  "HPQ",
  "IBN",
  "CLBT",
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  "RPM",
  null,
  "ESTA",
  "FIVE",
  "FBIN",
  "FNV",
  "WATT",
  null,
  null,
  null,
  "FE",
  "SNN",
  "UNP",
  null,
  "FULT",
  null,
  null,
  "QCOM",
  "GALT",
  "SWBI",
  "XPRO",
  "SCCO",
  "GENI",
  "IPGP",
  "FSCO",
  null,
  "FUBO",
  "LAMR",
  "SANA",
  null,
  "AUTL",
  "ISRG",
  "FRSH",
  "AGM",
  null,
  "ACI",
  null,
  "HEI-A",
  null,
  null,
  "HUBB",
  "HSBC",
  "HUBS",
  null,
  "PDT",
  "EMXC",
  "HLIO",
  null,
  "HLI",
  "HMC",
  "HPI",
  "HWM",
  "LEN",
  null,
  null,
  "ITW",
  null,
  null,
  "GSIE",
  "INGR",
  "AMAT",
  null,
  "IIPR",
  "RIVN",
  "ING",
  "EMR",
  "BKNG",
  null,
  "IFN",
  null,
  "NBIX",
  null,
  "NWL",
  null,
  null,
  "ICE",
  "PI",
  "INMB",
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HZO",
  null,
  "MYE",
  "MBCN",
  "MIR",
  "NC",
  "IVT",
  "MYO",
  "HEFA",
  "MVST",
  "OPI",
  "OBE",
  null,
  null,
  "NAT",
  null,
  "NNBR",
  "PAYO",
  "IVW",
  "PK",
  null,
  "PKOH",
  null,
  "PRK",
  "IJH",
  null,
  "METCB",
  "FRST",
  "PLPC",
  "TRAK",
  "BRW",
  "RDVT",
  null,
  null,
  null,
  "SQNS",
  null,
  null,
  "TDUP",
  "SWK",
  null,
  "REAL",
  "SR",
  "SARO",
  null,
  "TDW",
  null,
  null,
  "RGR",
  "SFIX",
  "UWMC",
  "UHAL",
  "UVE",
  "STEM",
  null,
  "UEIC",
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  null,
  "LAC.TO",
  "IONS",
  "IONQ",
  "RMT",
  "JEQ",
  "WKHS",
  "IOVA",
  "RFI",
  null,
  "TEI",
  "CIK",
  "CHI",
  null,
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "LAZ",
  "FWONA",
  "IWS",
  null,
  null,
  "LBTYK",
  "LIN",
  "MGIC",
  "PCN",
  "OPK",
  null,
  "RCAT",
  "UUUU",
  null,
  null,
  "L",
  null,
  null,
  "NTGR",
  null,
  null,
  null,
  null,
  null,
  null,
  "ENSG",
  null,
  "MLAB",
  "MPC",
  null,
  "WDFC",
  null,
  "SYM",
  "TEAF",
  "MMC",
  "TLRY",
  null,
  "PWR",
  "METC",
  "MRVL",
  "RPD",
  "DRS",
  null,
  "MA",
  null,
  null,
  "EXEL",
  "PODD",
  null,
  null,
  "UI",
  "TXG",
  "MDT",
  "ALE",
  "AMKR",
  "BMI",
  "MSFT",
  "MAA",
  "MDLZ",
  "MUFG",
  "CORZ",
  "CNR",
  "DOUG",
  "MS",
  "TMUS",
  "DUOL",
  "DXC",
  "DBX",
  "DOCS",
  "NEOG",
  "ENPH",
  "NDAQ",
  "SATS",
  null,
  "ELF",
  "EQIX",
  "ESPR",
  "ERIE",
  "EQT",
  "EPR",
  "EXC",
  "ETSY",
  "EVR",
  "EVRG",
  "FSS",
  "EXPO",
  "FRME",
  "FCNCA",
  "FICO",
  null,
  "FHN",
  null,
  "FIS",
  "FND",
  null,
  "FLS",
  "FYBR",
  "FTV",
  "GE",
  "THG",
  "GPC",
  "GTLB",
  null,
  "HRTX",
  "HXL",
  "HQY",
  "GWRE",
  "IDYA",
  null,
  "NTRS",
  "HUN",
  "HEI",
  "RHI",
  "INCY",
  "HIG",
  "HES",
  "HAS",
  "HOLX",
  "HRL",
  null,
  "NVS",
  "TEVA",
  null,
  "NU",
  "IBRX",
  "FMC",
  "OXY",
  null,
  "ILMN",
  null,
  "OMC",
  "ODFL",
  null,
  "OMF",
  "ORLY",
  "ICLR",
  null,
  "EMN",
  "ADM",
  "PCAR",
  "ZYME",
  null,
  "SMR",
  "DLN",
  "AER",
  "BX",
  "HSY",
  "FDUS",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  null,
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  null,
  "NOC",
  "OKE",
  null,
  "DASH",
  "PAYX",
  null,
  null,
  null,
  null,
  "VHT",
  "DOC",
  null,
  "NNN",
  "REG",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  null,
  "IWF",
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  null,
  "VGSH",
  "BSM",
  "DNP",
  "PGR",
  "IEMG",
  "IJK",
  "HTGC",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  null,
  null,
  null,
  "PBR",
  null,
  "MRCC",
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  "VZ",
  null,
  "KB",
  "PSTG",
  "KEYS",
  null,
  "MAN",
  "LPLA",
  "MKC",
  "MDB",
  "MPW",
  null,
  "JPC",
  "AMGN",
  "KVUE",
  "MAS",
  null,
  "PKG",
  "ORA",
  "MSTR",
  "NYT",
  "PARA",
  null,
  null,
  "DGX",
  "PPG",
  "REGN",
  "IOT",
  "FNDX",
  null,
  "ROK",
  null,
  "SLVM",
  "TFSL",
  "TMDX",
  null,
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  "IBM",
  "SSNC",
  null,
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TXRH",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "AA",
  "NEM",
  "AAP",
  "PNFP",
  "MET",
  "PTGX",
  "SM",
  "AGYS",
  "DTM",
  "UDMY",
  "ATRC",
  "NATL",
  "PSMT",
  "NNVC",
  "BETR",
  "SAMG",
  "RNA",
  "VXF",
  "AGNC",
  "ASH",
  "SOUN",
  "SDGR",
  "UCTT",
  "VV",
  "RCL",
  "FCFS",
  "PCTY",
  "AVXL",
  "MCW",
  "MGNI",
  "SNV",
  null,
  "PX",
  "VOE",
  "OGE",
  "ASTS",
  "NBTB",
  "HOMB",
  "RKLB",
  "SITE",
  "MRNA",
  "SCHW",
  "MNST",
  "EWBC",
  "LIND",
  "SBLK",
  "PPC",
  "MDU",
  "OSIS",
  "UMBF",
  "IVOO",
  "PLRX",
  "POR",
  "FMAO",
  "TLN",
  "ALC",
  "AEIS",
  "PAG",
  null,
  "AB",
  null,
  "SUN",
  null,
  null,
  null,
  "ACVA",
  "ACWV",
  null,
  null,
  "PNW",
  "STAG",
  null,
  null,
  "VWO",
  "LKQ",
  "GDV",
  null,
  "JBL",
  "AS",
  "VSS",
  null,
  "FOF",
  "SIVR",
  "AWI",
  "HPS",
  null,
  "ACHR",
  null,
  "ACLX",
  null,
  "KYN",
  null,
  "IWV",
  "HR",
  null,
  "SBAC",
  null,
  "LGF-B",
  null,
  "NJR",
  null,
  null,
  "LPX",
  null,
  null,
  null,
  "PRF",
  null,
  "USLM",
  null,
  "VCIT",
  "LBRDA",
  null,
  null,
  null,
  null,
  "TOWN",
  "NGG",
  "PALL",
  "TY",
  null,
  "TRMK",
  null,
  "EXP",
  "AXTI",
  "GRRR",
  "EME",
  "FIVN",
  "VIG",
  "RILY",
  null,
  "RNST",
  null,
  "LAD",
  "LSCC",
  null,
  null,
  "LZ",
  "TTE",
  "AHH",
  "TRGP",
  null,
  null,
  null,
  "AGO",
  null,
  "TEF",
  "TENB",
  "MOD",
  "TOST",
  "TXT",
  "AEF",
  "TSCO",
  null,
  "KSCP",
  null,
  "NXT",
  null,
  "NTNX",
  "TDF",
  "RICK",
  null,
  "FLUX",
  "ULTA",
  "IWO",
  "GKOS",
  "XLB",
  "PTON",
  "GT",
  "SKX",
  "SU",
  "WY",
  "MTD",
  "GMED",
  "IWN",
  "RVLV",
  "PATH",
  "GDDY",
  "PRG",
  null,
  "SNY",
  "IEF",
  "GL",
  "GGG",
  "GOSS",
  "VIAV",
  null,
  "TSM",
  "IT",
  "SMG",
  "LRN",
  "GSK",
  null,
  "OHI",
  "GDRX",
  "GPN",
  null,
  "RMD",
  "GRC",
  null,
  "PR",
  "CHPT",
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "VTR",
  "VYM",
  "GEF",
  null,
  "GPRE",
  "GRWG",
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  "EA",
  "GRAL",
  "K",
  "EW",
  "TT",
  "VRSK",
  "ANF",
  "GPK",
  "LOPE",
  "VRT",
  "HWC",
  "HASI",
  "HAE",
  "RLI",
  "MEDP",
  "R",
  "MUR",
  "SAIA",
  "RRC",
  "MMS",
  "QLYS",
  "SRPT",
  "MTG",
  "MTDR",
  "PRGO",
  "RYAN",
  "RYN",
  "SLGN",
  "SAIC",
  "SEIC",
  "LFUS",
  "LECO",
  "ST",
  "ONB",
  "PVH",
  "MKSI",
  "LNW",
  "RGLD",
  "NFG",
  "PRI",
  "LITE",
  "MUSA",
  "MLI",
  "PSN",
  "PEN",
  "MAT",
  "MSM",
  "MSA",
  "TCBI",
  "UGI",
  "VOYA",
  "ATO",
  "ARE",
  "ALGN",
  "MTN",
  "ADSK",
  "AON",
  "THC",
  "VNOM",
  "SWX",
  "SSB",
  "VNT",
  "WMG",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "WTS",
  "VNO",
  "UAA",
  "SF",
  "APTV",
  "ACGL",
  "STWD",
  "TMHC",
  "BLD",
  null,
  null,
  "TOL",
  "AVY",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "TKR",
  "UBSI",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "VFC",
  "AVB",
  "X",
  "EL",
  "SDY",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FOX",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "HSIC",
  "EFX",
  "IR",
  "AIZ",
  "NCLH",
  "OPCH",
  "FOUR",
  "TTC",
  null,
  null,
  "DHY",
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "CIGI",
  "ECVT",
  "EPAC",
  "EBF",
  "ESNT",
  "ESRT",
  "SGOL",
  "EFSC",
  "ETWO",
  "NVST",
  "DORM",
  "EHTH",
  "GAME",
  "FVRR",
  "FIGS",
  null,
  "FMNB",
  "FHI",
  "EVLV",
  "ES",
  "FLNG",
  "FCF",
  "FTRE",
  "IMCR",
  "GPOR",
  "HTH",
  "ASR",
  "HBB",
  "IIIV",
  "DSGN",
  "LAND",
  null,
  "TILE",
  "INGN",
  "IPG",
  "IBP",
  null,
  null,
  "IFF",
  "INO",
  "EEFT",
  "IBOC",
  "JAMF",
  "HMN",
  "INVH",
  null,
  "ITIC",
  "NSP",
  "INSW",
  null,
  "KN",
  "KNF",
  "LKFN",
  "LANC",
  "DNUT",
  null,
  "IDXX",
  "KMPR",
  null,
  "PJT",
  "BIPC",
  null,
  "LSTR",
  "IEX",
  "UA",
  "AOS",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  null,
  "AMZN",
  "MSI",
  "OLN",
  "SCHB",
  null,
  "NIO",
  null,
  "CHY",
  null,
  "NNOX",
  null,
  null,
  "TTWO",
  "CMS",
  "CLF",
  null,
  "IVE",
  "NWS",
  "LCID",
  "HCA",
  "PFG",
  "SIRI",
  null,
  "LUV",
  null,
  null,
  null,
  "PLUG",
  "IVZ",
  "HOG",
  "OVV",
  null,
  "RMBS",
  "ACIW",
  "SQM",
  "ESGD",
  null,
  "COLD",
  "DKS",
  "HII",
  "LI",
  "AMC",
  null,
  "AL",
  "KD",
  "FNB",
  "REXR",
  "TPL",
  "HIMS",
  "ARMK",
  null,
  "AMTM",
  "UCB",
  null,
  "FAF",
  "AAON",
  "DOX",
  "ELS",
  "BBCA",
  null,
  "EGP",
  "CEF",
  null,
  "NWSA",
  "HDB",
  "NTES",
  "OGS",
  null,
  null,
  null,
  "HBAN",
  "NEU",
  "RGA",
  null,
  "DKNG",
  "ACM",
  "UPWK",
  null,
  "VEU",
  "VPL",
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "BLV",
  null,
  "VYMI",
  "VAL",
  "VMI",
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VCEL",
  "VRNA",
  null,
  "VLTO",
  "VTYX",
  "VERX",
  "VTV",
  "VECO",
  "VRRM",
  "VEEV",
  "VRSN",
  "VSTM",
  "VSTS",
  "VTRS",
  "V",
  "VKTX",
  "VSH",
  null,
  "VST",
  "VICI",
  "VITL",
  "VRDN",
  "WD",
  "WFRD",
  "WRBY",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WSBC",
  "WCC",
  "WFG",
  "WDC",
  "WU",
  "WBS",
  "WFC",
  "WEN",
  "WST",
  "WELL",
  "WLY",
  null,
  "WTM",
  "WINA",
  "WSM",
  "WHR",
  "WING",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  "WWD",
  null,
  null,
  null,
  null,
  "WIX",
  null,
  null,
  "WWW",
  "WDS",
  null,
  null,
  null,
  "WSFS",
  "XHR",
  "WPC",
  "WH",
  "WYNN",
  "XRX",
  "XEL",
  "WDAY",
  "XENE",
  null,
  "ZG",
  "YUMC",
  "YUM",
  "XPO",
  "YETI",
  "Z",
  "XYL",
  "ZBRA",
  "IUSG",
  "FHB",
  "ZIMV",
  null,
  "GTM",
  null,
  "ENS",
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  null,
  "ESTC",
  "ESI",
  "ELAN",
  "DTE",
  "DY",
  "ADT",
  "OSUR",
  "OC",
  "POWI",
  "FNLC",
  "GRMN",
  "ONTO",
  "PTC",
  "GNTX",
  "NXST",
  "FNF",
  "HAYW",
  "OCC",
  "HY",
  "G",
  "FR",
  "FCN",
  "MTB",
  "SITM",
  "JHG",
  "CNQ",
  "FINV",
  "GEN",
  "AEM",
  "FLR",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
  "CHKP",
  "SCHG",
  "BHVN",
  null,
  "OR",
  "JHX",
  "SCHF",
  null,
  "IHG",
  "EXLS",
  "SCHA",
  "HIW",
  "JBHT",
  "LW",
  "JNPR",
  "KRC",
  "LEA",
  "KEX",
  "KNX",
  "MSCI",
  "MTZ",
  "JKHY",
  "LADR",
  "LVS",
  "EIX",
  "NSC",
  "KIM",
  "KEY",
  "NOK",
  "CACC",
  "NDSN",
  "HLMN",
  null,
  null,
  "LBRDK",
  "JCI",
  "LBTYA",
  "NXPI",
  "LLYVK",
  "HST",
  "MITK",
  "LH",
  "MOH",
  "MFC",
  "NZF",
  "KDP",
  "MKL",
  "MGM",
  "NOV",
  "ESLT",
  "EMBC",
  "MNDY",
  "IEP",
  null,
  "TER",
  "SO",
  "TAK",
  "TFII",
  null,
  "TTD",
  "ON",
  "SXT",
  "UFPI",
  "SON",
  "SJM",
  "SPXC",
  "TRMB",
  "PFGC",
  "TDOC",
  "TGNA",
  "BPOP",
  "OKTA",
  "OTIS",
  null,
  "PB",
  "SW",
  "RARE",
  "PSX",
  "SSD",
  "PLNT",
  "OPEN",
  "ROL",
  "CRM",
  "SWKS",
  "SNAP",
  "PENN",
  "RVTY",
  "RPRX",
  "RBLX",
  null,
  "SCI",
  null,
  "TDY",
  "RUN",
  "S",
  "SUI",
  "SLAB",
  "RBRK",
  null,
  "RDDT",
  "SYY",
  "DIA",
  "ORI",
  "TS",
  "SHAK",
  "PFLT",
  "TFX",
  "SPOT",
  null,
  null,
  null,
  null,
  "DINO",
  "LII",
  "MANH",
  "LYV",
  null,
  null,
  "FTDR",
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  "ZION",
  "HALO",
  "LNTH",
  "PBI",
  "IUSV",
  null,
  null,
  "UHS",
  null,
  "GEV",
  "CHWY",
  "ZWS",
  "MELI",
  "OLED",
  "ARLP",
  "ZBH",
  "ZM",
  "DGRO",
  "GAP",
  "MCK",
  "PEGA",
  null,
  "MTH",
  null,
  "NVT",
  "SPYV",
  null,
  "PCVX",
  "IRTC",
  "EXR",
  "GWW",
  null,
  "UPST",
  "ESGU",
  null,
  "NTAP",
  "PSA",
  "UDR",
  "SYF",
  "NUE",
  "NRG",
  null,
  "EG",
  "PAYC",
  "FDX",
  "AME",
  null,
  "ALLY",
  "STLA",
  "MSGE",
  null,
  "STE",
  "MKTX",
  "KMB",
  "LULU",
  "AUR",
  "ATOS",
  "AVNT",
  "ALV",
  "AN",
  "ADP",
  "AZO",
  "AZTA",
  "AXTA",
  "AXS",
  "BALL",
  "BAC",
  null,
  "OZK",
  "BNS",
  "BBWI",
  "BK",
  "BRK-A",
  null,
  "BRK-B",
  "BAX",
  "BDX",
  "BEAM",
  "BSY",
  "BRBR",
  null,
  "BHP",
  "BKH",
  "BYND",
  "BJ",
  "BNTX",
  "BIO",
  "BILL",
  "BBY",
  "BMRN",
  "TECH",
  "BL",
  "BLFS",
  null,
  null,
  "BOKF",
  "BPMC",
  "BCC",
  "BE",
  "BA",
  "BAH",
  null,
  "OWL",
  null,
  "EAT",
  "BWA",
  "BMY",
  "BFAM",
  "BCO",
  "BRC",
  "BOX",
  "BTI",
  "BC",
  "BF-B",
  "BF-A",
  "BIP",
  "BRX",
  "BLDR",
  "BAM.TO",
  "BNL",
  "BRKR",
  "BR",
  "BG",
  "CACI",
  "CHRW",
  "CABO",
  "CBT",
  "BFLY",
  "CADE",
  "BWXT",
  "BXP",
  "AI",
  "BURL",
  "CZR",
  "CCJ",
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CTLP",
  "CWST",
  "CG",
  "CVNA",
  "CRDF",
  "CARR",
  "CCL",
  "CTRE",
  "CSL",
  "CRI",
  "CBOE",
  "CE",
  "CBRE",
  "CDW",
  "CATY",
  "CAVA",
  "CASY",
  "CNC",
  "CNP",
  "CELH",
  "CF",
  "CAKE",
  "CHX",
  "CC",
  "SKY",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "GTLS",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CHRD",
  "CRUS",
  "CHDN",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "CFG",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CLNE",
  "CWEN-A",
  "CNA",
  "CNX",
  "CME",
  null,
  "COKE",
  "KO",
  "CCEP",
  "CMA",
  "CBSH",
  "COHR",
  "COIN",
  "CNS",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "CNDT",
  "CMC",
  "CBU",
  "CAG",
  "COP",
  "CNMD",
  "CVLT",
  "CODI",
  "CFLT",
  "CNXC",
  "CVGI",
  "ROAD",
  "CCSI",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CDP",
  "ED",
  "CRBG",
  "CLB",
  "CTRA",
  "COTY",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CNM",
  "CPNG",
  "CXT",
  "CRNX",
  "CBRL",
  "CRAI",
  "CROX",
  "CUZ",
  "CRH",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CSWI",
  "CUBE",
  "CTS",
  "CFR",
  "CWK",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DVA",
  "CYTK",
  "DELL",
  "DAR",
  "DAY",
  "DE",
  "DENN",
  "DB",
  "DSGX",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAX",
  "IRON",
  "DFAC",
  "DFS",
  "DLB",
  "DIOD",
  "DLR",
  "DOCU",
  "DCI",
  "DPZ",
  "DV",
  "RSP",
  "EWJ",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "WULF",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  "AWK",
  null,
  "APO",
  "MO",
  null,
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 2,194
Total Value: 6442960137
Accession Number: 0000842775-25-000005
Form Type: 13F-HR
CIK: clearstead-advisors
Manager Name: Clearstead-Advisors

Data Enrichment

80% identified

1,751 identified443 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,194 positions • $6.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 110

Sort by:

Uber Technologies, Inc

UBER|90353T100

Shares:—

Value:$17.8M

% of Portfolio:0.3% ($17.8M/$6.4B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:—

Value:$17.6M

% of Portfolio:0.3% ($17.6M/$6.4B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:—

Value:$17.5M

% of Portfolio:0.3% ($17.5M/$6.4B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:—

Value:$17.4M

% of Portfolio:0.3% ($17.4M/$6.4B)

American Water Works Company, Inc.

AWK|030420103

Shares:—

Value:$17.3M

% of Portfolio:0.3% ($17.3M/$6.4B)

25434V302

Shares:—

Value:$17.3M

% of Portfolio:0.3% ($17.3M/$6.4B)

ABBOTT LABORATORIES

ABT|002824100

Shares:—

Value:$16.3M

% of Portfolio:0.3% ($16.3M/$6.4B)

Broadcom Inc.

AVGO|11135F101

Shares:—

Value:$16.2M

% of Portfolio:0.3% ($16.2M/$6.4B)

Live Nation Entertainment, Inc.

LYV|538034109

Shares:—

Value:$16.2M

% of Portfolio:0.3% ($16.2M/$6.4B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:—

Value:$16.0M

% of Portfolio:0.2% ($16.0M/$6.4B)

Zoetis Inc.

ZTS|98978V103

Shares:—

Value:$15.7M

% of Portfolio:0.2% ($15.7M/$6.4B)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:—

Value:$14.6M

% of Portfolio:0.2% ($14.6M/$6.4B)

Meta Platforms, Inc.

META|30303M102

Shares:—

Value:$14.5M

% of Portfolio:0.2% ($14.5M/$6.4B)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:—

Value:$14.4M

% of Portfolio:0.2% ($14.4M/$6.4B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:—

Value:$14.3M

% of Portfolio:0.2% ($14.3M/$6.4B)

921943858

VEA|921943858

Shares:—

Value:$13.8M

% of Portfolio:0.2% ($13.8M/$6.4B)

921946406

VYM|921946406

Shares:—

Value:$13.5M

% of Portfolio:0.2% ($13.5M/$6.4B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:—

Value:$13.4M

% of Portfolio:0.2% ($13.4M/$6.4B)

ADOBE INC.

ADBE|00724F101

Shares:—

Value:$13.4M

% of Portfolio:0.2% ($13.4M/$6.4B)

464288414

MUB|464288414

Shares:—

Value:$13.3M

% of Portfolio:0.2% ($13.3M/$6.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Uber Technologies, Inc(UBERcusip90353T100)	—	QoQ - YoY -	All Managers (Combined)	$17.8M	0.3% ($17.8M/$6.4B)	QoQ +906.75% (+$16.0M) YoY +9351.13% (+$17.6M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	—	QoQ - YoY -	All Managers (Combined)	$17.6M	0.3% ($17.6M/$6.4B)	QoQ -7.39% (-$1.4M) YoY +558.73% (+$14.9M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	—	QoQ - YoY -	All Managers (Combined)	$17.5M	0.3% ($17.5M/$6.4B)	QoQ +5.15% (+$857.9K) YoY +518.45% (+$14.7M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	—	QoQ - YoY -	All Managers (Combined)	$17.4M	0.3% ($17.4M/$6.4B)	QoQ -6.25% (-$1.2M) YoY +366.64% (+$13.7M)
American Water Works Company, Inc.(AWKcusip030420103)	—	QoQ - YoY -	All Managers (Combined)	$17.3M	0.3% ($17.3M/$6.4B)	QoQ +2644.11% (+$16.6M) YoY +2471.29% (+$16.6M)
(cusip25434V302)✕	—	QoQ - YoY -	All Managers (Combined)	$17.3M	0.3% ($17.3M/$6.4B)	QoQ +13.83% (+$2.1M) YoY +10280.61% (+$17.1M)
ABBOTT LABORATORIES(ABTcusip002824100)	—	QoQ - YoY -	All Managers (Combined)	$16.3M	0.3% ($16.3M/$6.4B)	QoQ +11.10% (+$1.6M) YoY +72.10% (+$6.8M)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ - YoY -	All Managers (Combined)	$16.2M	0.3% ($16.2M/$6.4B)	QoQ -29.39% (-$6.7M) YoY +144.74% (+$9.6M)
Live Nation Entertainment, Inc.(LYVcusip538034109)	—	QoQ - YoY -	All Managers (Combined)	$16.2M	0.3% ($16.2M/$6.4B)	QoQ -1.18% (-$193.0K) YoY +16826608.33% (+$16.2M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	—	QoQ - YoY -	All Managers (Combined)	$16.0M	0.2% ($16.0M/$6.4B)	QoQ +369.03% (+$12.6M) YoY +1185.73% (+$14.7M)
Zoetis Inc.(ZTScusip98978V103)	—	QoQ - YoY -	All Managers (Combined)	$15.7M	0.2% ($15.7M/$6.4B)	QoQ +12.97% (+$1.8M) YoY +2938.71% (+$15.1M)
COSTAR GROUP, INC.(CSGPcusip22160N109)	—	QoQ - YoY -	All Managers (Combined)	$14.6M	0.2% ($14.6M/$6.4B)	QoQ +14.88% (+$1.9M) YoY +41832.81% (+$14.6M)
Meta Platforms, Inc.(METAcusip30303M102)	—	QoQ - YoY -	All Managers (Combined)	$14.5M	0.2% ($14.5M/$6.4B)	QoQ +2.07% (+$294.7K) YoY +102.69% (+$7.3M)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	—	QoQ - YoY -	All Managers (Combined)	$14.4M	0.2% ($14.4M/$6.4B)	QoQ +12.28% (+$1.6M) YoY +250092.86% (+$14.4M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	—	QoQ - YoY -	All Managers (Combined)	$14.3M	0.2% ($14.3M/$6.4B)	QoQ +6.02% (+$815.0K) YoY +82.42% (+$6.5M)
(VEAcusip921943858)	—	QoQ - YoY -	All Managers (Combined)	$13.8M	0.2% ($13.8M/$6.4B)	QoQ +6.38% (+$827.9K) YoY +84.55% (+$6.3M)
(VYMcusip921946406)	—	QoQ - YoY -	All Managers (Combined)	$13.5M	0.2% ($13.5M/$6.4B)	QoQ +3.13% (+$409.1K) YoY +153.24% (+$8.2M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	—	QoQ - YoY -	All Managers (Combined)	$13.4M	0.2% ($13.4M/$6.4B)	QoQ -21.96% (-$3.8M) YoY +1988.96% (+$12.8M)
ADOBE INC.(ADBEcusip00724F101)	—	QoQ - YoY -	All Managers (Combined)	$13.4M	0.2% ($13.4M/$6.4B)	QoQ -9.77% (-$1.4M) YoY +373.61% (+$10.5M)
(MUBcusip464288414)	—	QoQ - YoY -	All Managers (Combined)	$13.3M	0.2% ($13.3M/$6.4B)	QoQ -3.47% (-$480.8K) YoY +318.20% (+$10.1M)