Avoid Fraud, Get The Facts, And Find The Best
Legal Name: CLEARSTEAD ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 8, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Apple Inc (037833100)
|
77,455 |
$15,330k |
|
|
COMMERCIAL VEH GRP (202608105)
|
1,102,979 |
$8,846k |
|
|
ABBOTT LABS (002824100)
|
81,413 |
$6,847k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
29,863 |
$6,366k |
|
|
COVIA HLDGS CORP COM (22305A103)
|
3,099,701 |
$6,075k |
|
|
ADP (053015103)
|
31,147 |
$5,150k |
|
|
Chevron Corp (166764100)
|
40,253 |
$5,009k |
|
|
ALPHABET INC (02079K305)
|
3,964 |
$4,292k |
|
|
3M CO (88579Y101)
|
22,757 |
$3,945k |
|
|
COCA-COLA CO (191216100)
|
68,478 |
$3,487k |
|
|
COSTCO WHSL CORP (22160K105)
|
11,763 |
$3,109k |
|
|
Bank of America Corp. (060505104)
|
95,576 |
$2,772k |
|
|
Alphabet Inc (02079K107)
|
2,497 |
$2,699k |
|
|
American Express Co. (025816109)
|
19,988 |
$2,467k |
|
|
ABBVIE INC (00287Y109)
|
30,914 |
$2,248k |
|
|
Bristol-Myers Squibb Co (110122108)
|
48,333 |
$2,192k |
|
|
BROOKFIELD INFR PRTR (G16252101)
|
50,879 |
$2,185k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
26,939 |
$1,931k |
|
|
AMGEN INC (031162100)
|
10,061 |
$1,854k |
|
|
CSX CORP (126408103)
|
22,992 |
$1,779k |
|
|
Boeing Co/The (097023105)
|
4,318 |
$1,572k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
4 |
$1,273k |
|
|
AT&T INC (00206R102)
|
37,118 |
$1,244k |
|
|
COMCAST CORP (20030N101)
|
27,754 |
$1,173k |
|
|
BB&T CORPORATION (054937107)
|
18,419 |
$905k |
|
|
CHUBB LIMITED (H1467J104)
|
5,416 |
$798k |
|
|
BlackRock, Inc. (09247X101)
|
1,666 |
$782k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
3,606 |
$737k |
|
|
Bank of New York Mellon Corp. (064058100)
|
14,840 |
$655k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
3,270 |
$604k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
3,514 |
$595k |
|
|
CINCINNATI FINL CORP (172062101)
|
5,680 |
$589k |
|
|
ALTRIA GROUP INC (02209S103)
|
11,884 |
$563k |
|
|
ARK (00214Q104)
|
11,461 |
$550k |
|
|
BP PLC (055622104)
|
11,664 |
$486k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
2,112 |
$478k |
|
|
ANTHEM INC (036752103)
|
1,630 |
$460k |
|
|
CELGENE CORP (151020104)
|
4,756 |
$440k |
|
|
AEP (025537101)
|
4,744 |
$418k |
|
|
BECTON DICKINSON (075887109)
|
1,623 |
$409k |
|
|
ANALOG DEVICES INC (032654105)
|
3,540 |
$400k |
|
|
ConocoPhillips (20825C104)
|
6,507 |
$397k |
|
|
Amazon.com Inc (023135106)
|
208 |
$394k |
|
|
AptarGroup, Inc. (038336103)
|
3,099 |
$385k |
|
|
BAXTER INTL INC (071813109)
|
4,384 |
$359k |
|
|
Booking Holdings, Inc. (09857L108)
|
185 |
$347k |
|
|
ANADARKO PETE (032511107)
|
4,800 |
$339k |
|
|
ADOBE INC (00724F101)
|
1,143 |
$337k |
|
|
CISCO SYSTEMS INC (17275R102)
|
5,547 |
$304k |
|
|
CAPITAL ONE FINL CO (14040H105)
|
3,244 |
$294k |
|
|
CORNING INCORPORATED (219350105)
|
8,775 |
$292k |
|
|
ALCON INC (H01301128)
|
4,372 |
$271k |
|
|
Archer-Daniels-Midland Co (039483102)
|
5,450 |
$222k |
|
|
ALNYLAM PHARMACEUTICALS INC (02043Q107)
|
3,000 |
$218k |
|
|
CITIGROUP INC (172967424)
|
3,111 |
$218k |
|
|
CORTEVA INC (22052L104)
|
7,367 |
$218k |
|
|
COGNIZANT TECH SOLNS (192446102)
|
3,427 |
$217k |
|
|
CEDAR FAIR L P (150185106)
|
4,534 |
$216k |
|
|
CROWN CASTLE INTL (22822V101)
|
1,650 |
$215k |
|
|
CIGNA CORP (125523100)
|
1,305 |
$206k |
|
|
ALLSTATE CORP (020002101)
|
1,969 |
$200k |
|
|
CLOROX CO (189054109)
|
985 |
$151k |
|
|
CHECK POINT SOFTWARE (M22465104)
|
1,228 |
$142k |
|
|
CONSTELLATION BRANDS (21036P108)
|
244 |
$48k |
|
|
CHARLES & COLVARD LTD (159765106)
|
10,000 |
$16k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.