Clearstead Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Clearstead Advisors, LLC reported 2,031 stock positions worth $6.4 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 9.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.0%) and iShares Russell 1000 Growth (IWF, 3.7%). Compared with Q2 2024, it opened 111 new positions, sold out of 102, added to 687 and reduced 503. The biggest buy was a new position in Neos Enhanced Income Credit Select ETF and the biggest sale Invesco S&P 500 Top 50 ETF (XLG, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- CLEVELAND, OH
- CIK
- 0000842775
- Portfolio Value
- $6.4B (Q3 2024)
- SEC Filing
- 0001708001-24-000008 ↗ filed Nov 13, 2024
Holdings Value
Holdings 2,031 stocks · $6.4B
| VOO Vanguard S&P 500 ETF | 9.38% | 1,145,416 | $604.4M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 3.98% | 444,533 | $256.4M | Add +2.1% |
| IWF iShares Russell 1000 Growth | 3.73% | 640,983 | $240.6M | Reduce -0.7% |
| AAPL Apple Inc. | 3.62% | 1,002,539 | $233.6M | Add +13.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.77% | 675,614 | $178.2M | Add +2.1% |
| MSFT Microsoft Corp. | 2.05% | 306,815 | $132.0M | Add +1.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.80% | 487,824 | $115.7M | Add +2.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.73% | 637,908 | $111.4M | Add +1.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.50% | 2,580,568 | $96.9M | Add +1.5% |
| QUAL iShares MSCI USA Quality Fac | 1.32% | 474,360 | $85.1M | Add +3.3% |
| JEPI JPMorgan Equity Premium Inco | 1.27% | 1,370,646 | $81.6M | Add +12.0% |
| DFAI Dimensional International Co. | 1.16% | 2,361,738 | $75.1M | Add +26.4% |
| NSC Norfolk Southern Corp. | 1.15% | 297,080 | $73.8M | Reduce -0.0% |
| GOVT iShares US Treasury Bond ETF | 1.13% | 3,113,336 | $73.0M | Add +4.1% |
| IWR iShares Russell Mid-Cap ETF | 1.07% | 781,250 | $68.9M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.02% | 114,794 | $65.9M | Reduce -0.5% |
| NVDA Nvidia Corp. | 0.96% | 510,932 | $62.0M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.96% | 332,170 | $61.9M | Add +4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.93% | 130,860 | $60.2M | Add +6.4% |
| IJH iShares Core S&P Midcap ETF | 0.93% | 958,395 | $59.7M | Add +2.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.88% | 725,682 | $56.6M | Reduce -1.1% |
| IJR iShares Core S&P Small-Cap E | 0.87% | 478,614 | $56.0M | Add +3.5% |
| DLN Wisdomtree US Largecap Divid | 0.84% | 690,959 | $54.3M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.82% | 250,405 | $52.8M | Add +0.6% |
| BSCT Invesco Bulletshares 2029 CB | 0.79% | 2,703,012 | $50.8M | Add +5.2% |
| BSCR Invesco Bulletshares 2027 CB | 0.78% | 2,537,475 | $50.0M | Add +5.3% |
| BSCS Invesco Bulletshares 2028 CB | 0.78% | 2,433,242 | $50.0M | Add +4.5% |
| BSCU Invesco Bulletshares 2030 CB | 0.76% | 2,898,905 | $49.1M | Add +9.7% |
| GOOGL Alphabet Inc. Class A | 0.75% | 292,947 | $48.6M | Reduce -0.0% |
| XLG Invesco S&P 500 Top 50 ETF | 0.73% | 996,109 | $47.3M | Reduce -32.5% |
| CAT Caterpillar Inc. | 0.67% | 110,328 | $43.2M | Reduce -0.1% |
| IWD iShares Russell 1000 Value E | 0.66% | 224,206 | $42.6M | Add +4.3% |
| VONG Vanguard Russell 1000 Growth | 0.66% | 438,204 | $42.3M | Add +39.4% |
| COST Costco Wholesale Corp. | 0.63% | 46,073 | $40.8M | Add +1.4% |
| SDY SS SPDR S&P Dividend ETF | 0.63% | 287,471 | $40.8M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.60% | 238,514 | $38.7M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 0.60% | 459,202 | $38.4M | Add +2.6% |
| PG The Procter & Gamble Co. | 0.59% | 221,166 | $38.3M | Add +3.2% |
| ORCL Oracle Corp. | 0.58% | 218,641 | $37.3M | Add +0.4% |
| NEOS ENHANCED INCOME CREDIT SELECT ETF | 0.55% | 3,391,724 | $35.7M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 124,121 | $35.1M | Reduce -0.2% |
| IVW iShares S&P 500 Growth ETF | 0.54% | 364,775 | $34.9M | Add +0.9% |
| SCHR Schwab Intermediate-Term US | 0.54% | 683,617 | $34.6M | Add +8.5% |
| PEP Pepsico Inc. | 0.53% | 198,982 | $33.8M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.50% | 193,240 | $32.3M | Add +12.6% |
| WMT Walmart Inc. | 0.49% | 389,834 | $31.5M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.48% | 34,790 | $30.8M | Reduce -1.0% |
| IWV iShares Russell 3000 ETF | 0.47% | 93,203 | $30.5M | Reduce -0.7% |
| MDY State Street SPDR S&P Midcap | 0.46% | 51,845 | $29.5M | Reduce -3.4% |
| HD Home Depot Inc. | 0.45% | 71,244 | $28.9M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.44% | 57,945 | $28.6M | Add +8.7% |
| SPEM State Street SP PTF Em ETF | 0.43% | 669,498 | $27.6M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.42% | 45,932 | $26.9M | Add +7.5% |
| VIG Vanguard Dividend Apprec ETF | 0.41% | 133,742 | $26.5M | Reduce -0.4% |
| DHR Danaher Corp. | 0.38% | 87,401 | $24.3M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 0.38% | 206,448 | $24.2M | Add +5.9% |
| IWM iShares Russell 2000 ETF | 0.37% | 108,177 | $23.9M | Add +2.6% |
| VONV Vanguard Russell 1000 Value | 0.36% | 279,268 | $23.3M | Add +31.8% |
| PGR Progressive Corp. | 0.36% | 90,836 | $23.1M | Add +0.4% |
| IVE iShares S&P 500 Value ETF | 0.35% | 112,787 | $22.2M | Add +0.8% |
| CVX Chevron Corp. | 0.34% | 147,043 | $21.7M | Add +1.9% |
| VT Vanguard Tot World STK ETF | 0.33% | 177,161 | $21.2M | Add +0.4% |
| MINT PIMCO Enhanced Short Maturit | 0.33% | 208,486 | $21.0M | Add +4.1% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.33% | 818,371 | $21.0M | Add +2.4% |
| RTX RTX Corp. | 0.32% | 170,870 | $20.7M | Add +1.8% |
| IWB iShares Russell 1000 ETF | 0.32% | 65,723 | $20.7M | Add +4.4% |
| IBMP iShares Ibonds Dec 2027 Term | 0.32% | 810,664 | $20.6M | Add +2.5% |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 552,918 | $20.6M | Reduce -0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 114,697 | $20.5M | Add +8.5% |
| IBMO iShares Ibonds Dec 2026 Term | 0.32% | 798,488 | $20.5M | Add +3.3% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.32% | 797,823 | $20.3M | Add +3.0% |
| FISV Fiserv Inc. | 0.32% | 113,019 | $20.3M | Reduce -1.2% |
| TXN Texas Instruments Inc. | 0.31% | 98,175 | $20.3M | Add +0.1% |
| PFM Invesco Dividend Achievers E | 0.31% | 434,840 | $20.2M | Add +2.1% |
| CRM Salesforce Inc. | 0.31% | 72,932 | $20.0M | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.31% | 100,457 | $19.8M | Add +2.0% |
| HYLB Xtrackers Usd High Yield Cor | 0.30% | 520,605 | $19.2M | Reduce -0.8% |
| ICE Intercontinental Exchange Inc. | 0.29% | 117,717 | $18.9M | Reduce -0.4% |
| WM Waste Management Inc. | 0.28% | 86,925 | $18.0M | Reduce -0.2% |
| BKNG Booking Holdings Inc. | 0.28% | 4,232 | $17.8M | Add +5.0% |
| JAAA Janus Henderson Aaa Clo ETF | 0.27% | 346,505 | $17.6M | Add +11.9% |
| V Visa Inc. Class A | 0.27% | 64,102 | $17.6M | Reduce -0.5% |
| PANW Palo Alto Networks Inc. | 0.27% | 50,906 | $17.4M | Add +3.4% |
| HON Honeywell International Inc. | 0.26% | 82,476 | $17.0M | Add +3.3% |
| AVGO Broadcom Inc. | 0.26% | 98,117 | $16.9M | Add +14.2% |
| ADBE Adobe Inc. | 0.26% | 32,675 | $16.9M | Add +0.7% |
| ZTS Zoetis Inc. | 0.25% | 82,757 | $16.2M | Add +11.1% |
| PYPL PayPal Holdings Inc. | 0.24% | 200,613 | $15.7M | Add +0.1% |
| DFAE Dimensional Emerging Core Eq | 0.24% | 556,939 | $15.3M | Add +9.1% |
| SPHY SS SPDR P High Yield ETF | 0.24% | 634,572 | $15.3M | Add +2.0% |
| AMD Advanced Micro Devices | 0.23% | 91,951 | $15.1M | Add +14.6% |
| ABT Abbott Laboratories | 0.23% | 129,105 | $14.7M | Reduce -2.0% |
| SCHW Schwab (charles) Corp. | 0.22% | 223,588 | $14.5M | Add +0.1% |
| USHY iShares Broad Usd High Yield | 0.22% | 381,461 | $14.4M | Add +3010.2% |
| FTAI Ftai Aviation Ltd. | 0.22% | 108,009 | $14.4M | Reduce -3.8% |
| META Meta Platforms Inc. Class A | 0.22% | 24,703 | $14.1M | Add +4.6% |
| MRK Merck & Co. Inc. | 0.22% | 124,293 | $14.1M | Add +4.4% |
| AGG iShares Core U.S. Aggregate | 0.22% | 138,260 | $14.0M | Add +26.4% |
| LYV Live Nation Entertainment Inc. | 0.22% | 126,767 | $13.9M | Add +1.1% |
| LECO Lincoln Electric Holdings | 0.21% | 71,203 | $13.7M | Add +5.2% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $1.8M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | 250,004 | $1.7M | Reduce -17.0% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 2,931 | $87K | No change |
| CORZZ Core Scientific Inc. - 29 | *W EXP 01/23/202 | 3 | $36 | Reduce -100.0% |
| SEAPORT ENTERTAINMENT GR-RTS | RIGHT 10/10/2024 | 2 | $6 | New |
| LDTDF Prospector Leddartech Alm-28 | *W EXP 12/21/202 | 33 | $1 | No change |
Lines left out (2) · $49 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| IDU iShares US Utilities ETF | U.S. UTILITS ETF | 0 | $35 |
| EAT Brinker International Inc. | COM | 0 | $14 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $6.4B.
Portfolio Sells Q2 2024 → Q3 2024
| XLG Invesco S&P 500 Top 50 ETF | Reduce -32.5% | 0.73% | −0.42 |
| IWF iShares Russell 1000 Growth | Reduce -0.7% | 3.73% | −0.28 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -0.0% | 0.75% | −0.16 |
| QCOM Qualcomm Inc. | Reduce -38.5% | 0.13% | −0.14 |
| NVDA Nvidia Corp. | Reduce -0.5% | 0.96% | −0.12 |
| DBX Dropbox Inc. Class A | Reduce -100.0% | 0.00% | −0.11 |
| DLTR Dollar Tree Inc. | Reduce -61.7% | 0.03% | −0.10 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -48.9% | 0.08% | −0.09 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -37.1% | 0.09% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 0.48% | −0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -32.0% | 0.12% | −0.06 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -52.7% | 0.04% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 1.02% | −0.05 |
| SGOV iShares 0-3 Month Treasury B | Reduce -12.1% | 0.18% | −0.04 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -79.7% | 0.01% | −0.04 |
| WM Waste Management Inc. | Reduce -0.2% | 0.28% | −0.04 |
| PEP Pepsico Inc. | Reduce -0.2% | 0.53% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -3.4% | 0.46% | −0.03 |
| INTC Intel Corp. | Reduce -13.1% | 0.05% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.1% | 0.88% | −0.03 |
| IXN iShares Global Tech ETF | Reduce -66.2% | 0.01% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -10.2% | 0.18% | −0.02 |
| CEDAR FAIR LP | Sold out | 0.00% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 0.55% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -0.7% | 0.47% | −0.02 |
| DIS The Walt Disney Co. | Reduce -6.8% | 0.09% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -1.5% | 0.21% | −0.02 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -0.8% | 0.30% | −0.02 |
| FLOT iShares Floating Rate Bond E | Reduce -33.7% | 0.03% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -5.4% | 0.08% | −0.02 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -29.7% | 0.03% | −0.02 |
| PDEC Innovator U.S. Equity Power | Sold out | 0.00% | −0.02 |
| MAR Marriott International Class A | Reduce -47.6% | 0.02% | −0.02 |
| AHRT Ah Realty Trust Inc. | Reduce -3.6% | 0.09% | −0.02 |
| V Visa Inc. Class A | Reduce -0.5% | 0.27% | −0.01 |
| CRM Salesforce Inc. | Reduce -1.2% | 0.31% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.9% | 0.17% | −0.01 |
| MO Altria Group Inc. | Reduce -23.2% | 0.05% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -0.9% | 0.16% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.5% | 0.11% | −0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -0.7% | 0.16% | −0.01 |
| TGT Target Corp. | Reduce -5.8% | 0.11% | −0.01 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -55.7% | 0.01% | −0.01 |
| ACWV iShares MSCI Global Min Vol | Reduce -31.1% | 0.02% | −0.01 |
| ELV Elevance Health Inc. | Reduce -1.1% | 0.07% | −0.01 |
| LSXMK Liberty Media Corp.-Liber-New | Sold out | 0.00% | −0.01 |
| CSQ Calamos Strat TTL RTRN FND | Reduce -16.4% | 0.04% | −0.01 |
| CLF Cleveland-Cliffs Inc. | Reduce -20.3% | 0.02% | −0.01 |
| PULS Pgim Ultra Short Bond ETF | Reduce -7.6% | 0.06% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| NEOS ENHANCED INCOME CREDIT SELECT ETF | New | 0.55% | +0.55 |
| AAPL Apple Inc. | Add +13.5% | 3.62% | +0.45 |
| DFAI Dimensional International Co. | Add +26.4% | 1.16% | +0.22 |
| USHY iShares Broad Usd High Yield | Add +3010.2% | 0.22% | +0.22 |
| VONG Vanguard Russell 1000 Growth | Add +39.4% | 0.66% | +0.15 |
| PGX Invesco Preferred ETF | Add +2324.1% | 0.12% | +0.11 |
| ENPH Enphase Energy Inc. | Add +129.5% | 0.19% | +0.11 |
| VONV Vanguard Russell 1000 Value | Add +31.8% | 0.36% | +0.08 |
| JEPI JPMorgan Equity Premium Inco | Add +12.0% | 1.27% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.4% | 0.93% | +0.08 |
| SHW The Sherwin-Williams Co. | Add +31.6% | 0.17% | +0.06 |
| ORCL Oracle Corp. | Add +0.4% | 0.58% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +7.5% | 0.42% | +0.05 |
| PYPL PayPal Holdings Inc. | Add +0.1% | 0.24% | +0.04 |
| MA Mastercard Inc. Class A | Add +8.7% | 0.44% | +0.04 |
| PGR Progressive Corp. | Add +0.4% | 0.36% | +0.04 |
| SPGM State Street SPDR Portfolio | Add +541.1% | 0.04% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +26.4% | 0.22% | +0.04 |
| RTX RTX Corp. | Add +1.8% | 0.32% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.1% | 2.77% | +0.03 |
| TDG Transdigm Group Inc. | Add +205.7% | 0.05% | +0.03 |
| NFLX Netflix Inc. | Add +139.5% | 0.06% | +0.03 |
| BAM Brookfield Asset Mgmt-A | Add +4383.9% | 0.03% | +0.03 |
| SPGI S&P Global Inc. | Add +37.1% | 0.10% | +0.03 |
| KEY Keycorp | Add +14.9% | 0.16% | +0.03 |
| ZTS Zoetis Inc. | Add +11.1% | 0.25% | +0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +76.1% | 0.07% | +0.03 |
| ETN Eaton Corp. PLC | Add +21.8% | 0.20% | +0.03 |
| TSLA Tesla Inc. | Add +1.6% | 0.16% | +0.03 |
| BSCU Invesco Bulletshares 2030 CB | Add +9.7% | 0.76% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +694.9% | 0.03% | +0.03 |
| MKL Markel Group Inc. | Add +214.9% | 0.04% | +0.03 |
| GE General Electric | Add +40.5% | 0.08% | +0.03 |
| AVGO Broadcom Inc. | Add +14.2% | 0.26% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +3.5% | 0.87% | +0.03 |
| CNI Canadian Natl Railway Co. | Add +2263.7% | 0.03% | +0.03 |
| ACN Accenture PLC Class A | Add +19.9% | 0.12% | +0.03 |
| MDT Medtronic PLC | Add +82.0% | 0.05% | +0.03 |
| BX Blackstone Inc. | Add +4.7% | 0.17% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.5% | 1.80% | +0.03 |
| ROP Roper Technologies Inc. | Add +258.6% | 0.04% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +76.1% | 0.06% | +0.03 |
| FAST Fastenal Co. | Add +334.9% | 0.03% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +8.5% | 0.32% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +165.1% | 0.04% | +0.02 |
| IWN iShares Russell 2000 Value E | Add +60.4% | 0.06% | +0.02 |
| UBER Uber Technologies Inc. | Add +197.2% | 0.03% | +0.02 |
| AON Aon PLC Class A | Add +48.0% | 0.06% | +0.02 |
| IQV Iqvia Holdings Inc. | Add +1863.7% | 0.02% | +0.02 |
| TPL Texas Pacific Land Corp. | New | 0.02% | +0.02 |
Notes & Other Activity Q2 2024 → Q3 2024
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | Reduce -17.0% | 250,004 | $1.7M |
| JETAI INC | *W EXP 08/10/203 | Sold out | 657 | $279before exit |
| CORZZ Core Scientific Inc. - 29 | *W EXP 01/23/202 | Reduce -100.0% | 3 | $36 |
| IDU iShares US Utilities ETF | U.S. UTILITS ETF | Reduce -100.0% | 0 | $35 |
| SEAPORT ENTERTAINMENT GR-RTS | RIGHT 10/10/2024 | New | 2 | $6 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3,635 | $10.6B | VOO, IVV, AAPL, PCAR, IWF |
| Q1 2026 | 2,223 | $10.9B | VOO, PCAR, MSFT, AAPL, IVV |
| Q4 2025 | 2,719 | $7.9B | VOO, IVV, AAPL, IWF, VO |
| Q3 2025 | 3,072 | $6.9B | IVV, IWF, AAPL, VO, MSFT |
| Q2 2025 | 2,729 | $7.1B | VOO, IVV, IWF, AAPL, VO |
| Q1 2025 | 2,183 | $6.4B | VOO, IVV, AAPL, IWF, VO |
| Q4 2024 | 2,082 | $6.6B | VOO, IVV, AAPL, IWF, VO |
| Q3 2024 | 2,031 | $6.4B | VOO, IVV, IWF, AAPL, VO |
| Q2 2024 | 2,020 | $5.9B | VOO, IVV, IWF, AAPL, VO |
| Q1 2024 | 1,539 | $2.0B | VOO, AAPL, VO, JEPI, MSFT |