Stock Taper 
CLEARSTEAD ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bristol-Myers Squibb Company | BMY | 128.39K | $7.4M |
 Berkshire Hathaway Inc. | BRK-B | 133.49K | $66.8M |
 Core Scientific, Inc. | CORZ | 143.2K | $3.66M |
 Truist Financial Corporation | TFC | 148.63K | $7.4M |
 Abbott Laboratories | ABT | 149.82K | $13.6M |
 TowneBank | TOWN | 152.74K | $5.54M |
 Broadcom Inc. | AVGO | 157.66K | $59.56M |
 Zoom Communications, Inc. | ZM | 159.48K | $13.76M |
 Sana Biotechnology, Inc. | SANA | 170.74K | $595.88K |
 Chevron Corporation | CVX | 174.77K | $28.97M |
 RTX Corporation | RTX | 176.05K | $33.4M |
 Alphabet Inc. | GOOG | 192.55K | $68.03M |
 Bank of America Corporation | BAC | 196.3K | $11.19M |
 Pfizer Inc. | PFE | 197.15K | $4.75M |
 The Procter & Gamble Company | PG | 197.25K | $28.93M |
 The Coca-Cola Company | KO | 197.77K | $16.07M |
 PepsiCo, Inc. | PEP | 206.19K | $27.92M |
 Uber Technologies, Inc. | UBER | 210.97K | $15.22M |
 Huntington Bancshares Incorporated | HBAN | 213.05K | $3.78M |
 Blackstone Inc. | BX | 214.82K | $25.28M |