Centerpoint Advisors
Latest statistics and disclosures from Centerpoint Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, QUAL, IWB, IJH, IJR, and represent 52.30% of Centerpoint Advisors's stock portfolio.
- Added to shares of these 10 stocks: PEG, PG, FBTC, NFLX, ITOT, XLI, XLE, BETA, NOW, Totalenergies Se.
- Started 19 new stock positions in UPST, SOLS, XLI, NMRA, KVUE, SCHE, SPHQ, PRDO, Totalenergies Se, PATK. GME.WS, BETA, MUB, FTMA, VTEB, ACHR, KBR, LYB, AZZ.
- Reduced shares in these 10 stocks: IVV, SKYH, AMT, IWB, QUAL, IVW, NVDA, MTSR, IJH, IJR.
- Sold out of its positions in AFL, AEE, AEP, BUD, MT, AVB, AVY, BP, BBVA, SAN.
- Centerpoint Advisors was a net seller of stock by $-5.5M.
- Centerpoint Advisors has $325M in assets under management (AUM), dropping by 0.85%.
- Central Index Key (CIK): 0001733788
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Portfolio Holdings for Centerpoint Advisors
Centerpoint Advisors holds 416 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 27.0 | $88M | 128k | 684.94 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 8.1 | $26M | 133k | 198.62 |
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| Ishares Tr Rus 1000 Etf (IWB) | 6.5 | $21M | 57k | 373.43 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 6.0 | $20M | 295k | 66.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.7 | $15M | 126k | 120.18 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.2 | $14M | -2% | 112k | 123.26 |
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| Apple (AAPL) | 3.8 | $12M | 46k | 271.86 |
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| Microsoft Corporation (MSFT) | 3.4 | $11M | 23k | 483.62 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $9.1M | 29k | 313.79 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.5 | $8.2M | 39k | 212.06 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $6.4M | 20k | 313.01 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.9 | $6.1M | 63k | 96.88 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 1.8 | $5.8M | 41k | 141.16 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.3 | $4.2M | 32k | 131.60 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $4.1M | 46k | 89.45 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.3 | $4.1M | 36k | 113.72 |
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| NVIDIA Corporation (NVDA) | 1.0 | $3.3M | -8% | 18k | 186.53 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $2.6M | 90k | 28.48 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.8 | $2.5M | 84k | 30.07 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $2.5M | +4% | 17k | 148.71 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.7 | $2.3M | 31k | 74.94 |
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| Amazon (AMZN) | 0.7 | $2.2M | 9.4k | 230.84 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.7M | 5.3k | 322.22 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.7M | 1.6k | 1074.66 |
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| Visa Com Cl A (V) | 0.5 | $1.6M | 4.5k | 350.76 |
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| Meta Platforms Cl A (META) | 0.5 | $1.6M | 2.4k | 660.06 |
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| American Express Company (AXP) | 0.4 | $1.4M | 3.9k | 369.93 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.4M | 2.8k | 502.69 |
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| Oracle Corporation (ORCL) | 0.4 | $1.3M | 6.9k | 194.93 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.4 | $1.3M | -8% | 12k | 106.72 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.3M | 1.9k | 681.99 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $1.2M | -2% | 5.7k | 209.13 |
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| Applied Materials (AMAT) | 0.4 | $1.2M | -7% | 4.6k | 256.97 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $1.2M | 2.0k | 579.65 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.4 | $1.2M | 20k | 56.80 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.1M | -2% | 5.5k | 206.87 |
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| Mack-Cali Realty (VRE) | 0.3 | $1.1M | 73k | 14.88 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.0M | 1.2k | 862.13 |
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| Sky Harbour Group Corporatio Com Cl A (SKYH) | 0.3 | $897k | -50% | 100k | 8.97 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $778k | 8.1k | 96.03 |
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| Goldman Sachs (GS) | 0.2 | $759k | 863.00 | 879.49 |
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| TJX Companies (TJX) | 0.2 | $743k | 4.8k | 153.51 |
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| Eversource Energy (ES) | 0.2 | $739k | 11k | 67.29 |
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| Wal-Mart Stores (WMT) | 0.2 | $725k | 6.5k | 111.42 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $700k | -2% | 5.8k | 120.30 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $662k | 1.2k | 570.69 |
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| Home Depot (HD) | 0.2 | $657k | 1.9k | 344.16 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $626k | +5% | 1.6k | 396.20 |
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| Air Products & Chemicals (APD) | 0.2 | $607k | 2.5k | 246.85 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $603k | 1.8k | 335.00 |
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| Philip Morris International (PM) | 0.2 | $547k | 3.4k | 160.27 |
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| Analog Devices (ADI) | 0.2 | $542k | 2.0k | 271.00 |
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| Stryker Corporation (SYK) | 0.2 | $527k | 1.5k | 351.33 |
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| Rockwell Automation (ROK) | 0.1 | $486k | 1.3k | 388.80 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $481k | 18k | 27.41 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $456k | 2.2k | 210.14 |
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| S&p Global (SPGI) | 0.1 | $448k | 857.00 | 522.75 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $441k | 6.9k | 64.38 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $438k | 11k | 41.89 |
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| eBay (EBAY) | 0.1 | $436k | 5.0k | 87.20 |
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| UnitedHealth (UNH) | 0.1 | $413k | 1.3k | 329.87 |
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| Snap-on Incorporated (SNA) | 0.1 | $412k | 1.2k | 344.19 |
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| Abbvie (ABBV) | 0.1 | $405k | 1.8k | 228.17 |
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| Public Service Enterprise (PEG) | 0.1 | $404k | +714% | 5.0k | 80.40 |
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| Northeast Bk Lewiston Me (NBN) | 0.1 | $390k | 3.8k | 104.00 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $387k | +97% | 5.1k | 76.30 |
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| Boston Scientific Corporation (BSX) | 0.1 | $381k | 4.0k | 95.25 |
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| Procter & Gamble Company (PG) | 0.1 | $367k | +217% | 2.6k | 143.19 |
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| Motorola Solutions Com New (MSI) | 0.1 | $344k | 898.00 | 383.07 |
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| Nextera Energy (NEE) | 0.1 | $343k | 4.3k | 80.38 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $326k | 1.5k | 217.33 |
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| Altria (MO) | 0.1 | $324k | 5.6k | 57.61 |
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| Spdr Series Trust State Street Spd (MDYV) | 0.1 | $319k | 3.8k | 84.53 |
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| Ge Aerospace Com New (GE) | 0.1 | $312k | 1.0k | 308.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $297k | 473.00 | 627.91 |
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| Spdr Series Trust State Street Spd (MDYG) | 0.1 | $290k | 3.1k | 92.42 |
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| Danaher Corporation (DHR) | 0.1 | $286k | 1.3k | 228.80 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $273k | 780.00 | 350.00 |
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| Pepsi (PEP) | 0.1 | $265k | 1.8k | 143.79 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $264k | -36% | 1.5k | 177.78 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $257k | 1.5k | 167.65 |
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| Walt Disney Company (DIS) | 0.1 | $238k | -18% | 2.1k | 113.98 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $230k | 1.2k | 191.67 |
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| American Tower Reit (AMT) | 0.1 | $205k | -70% | 1.2k | 175.97 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $192k | -24% | 312.00 | 615.38 |
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| Tesla Motors (TSLA) | 0.1 | $190k | -15% | 422.00 | 450.24 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $185k | 1.1k | 171.30 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $184k | 2.9k | 64.34 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $177k | 375.00 | 472.00 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $175k | +3% | 3.0k | 58.24 |
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| Netflix (NFLX) | 0.1 | $175k | +900% | 1.9k | 93.53 |
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| Paypal Holdings (PYPL) | 0.1 | $175k | 3.0k | 58.33 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $174k | 359.00 | 484.68 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $173k | 1.8k | 94.28 |
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| IDEX Corporation (IEX) | 0.1 | $170k | 958.00 | 177.45 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $168k | 1.8k | 91.11 |
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| Cisco Systems (CSCO) | 0.1 | $168k | -2% | 2.2k | 77.06 |
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| Ge Vernova (GEV) | 0.0 | $161k | 247.00 | 651.82 |
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| Wells Fargo & Company (WFC) | 0.0 | $154k | 1.7k | 93.16 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $153k | 1.5k | 99.67 |
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| Jacobs Engineering Group (J) | 0.0 | $152k | 1.2k | 132.06 |
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| Medtronic SHS (MDT) | 0.0 | $151k | 1.6k | 95.87 |
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| Bank of America Corporation (BAC) | 0.0 | $148k | 2.7k | 54.84 |
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| Abbott Laboratories (ABT) | 0.0 | $146k | -2% | 1.2k | 125.11 |
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| At&t (T) | 0.0 | $145k | 5.8k | 24.81 |
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| International Business Machines (IBM) | 0.0 | $142k | 481.00 | 295.22 |
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| Honeywell International (HON) | 0.0 | $138k | 705.00 | 195.74 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $132k | 3.2k | 40.94 |
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| Newmont Mining Corporation (NEM) | 0.0 | $131k | 1.3k | 99.54 |
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| AutoZone (AZO) | 0.0 | $129k | 38.00 | 3394.74 |
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| Caterpillar (CAT) | 0.0 | $123k | 215.00 | 572.09 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $119k | 2.4k | 50.64 |
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| Lowe's Companies (LOW) | 0.0 | $116k | -4% | 482.00 | 240.66 |
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| ConocoPhillips (COP) | 0.0 | $115k | 1.2k | 93.65 |
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| Chevron Corporation (CVX) | 0.0 | $112k | -21% | 738.00 | 151.76 |
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| Merck & Co (MRK) | 0.0 | $109k | 1.0k | 105.31 |
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| Verizon Communications (VZ) | 0.0 | $107k | 2.6k | 40.62 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $104k | +100% | 2.3k | 44.64 |
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| Broadcom (AVGO) | 0.0 | $104k | -24% | 300.00 | 346.67 |
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| Hca Holdings (HCA) | 0.0 | $104k | 222.00 | 468.47 |
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| Cintas Corporation (CTAS) | 0.0 | $95k | 505.00 | 188.12 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $93k | 1.1k | 82.67 |
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| Consolidated Edison (ED) | 0.0 | $93k | 935.00 | 99.47 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $92k | 600.00 | 153.33 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $90k | 1.1k | 80.43 |
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| Kla Corp Com New (KLAC) | 0.0 | $89k | 73.00 | 1219.18 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $88k | 737.00 | 119.40 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $86k | -5% | 471.00 | 182.59 |
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| W.W. Grainger (GWW) | 0.0 | $84k | 83.00 | 1012.05 |
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| Pjt Partners Com Cl A (PJT) | 0.0 | $84k | 500.00 | 168.00 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $84k | 2.1k | 39.44 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $83k | +22% | 1.5k | 57.01 |
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| Astrazeneca Sponsored Adr | 0.0 | $83k | 900.00 | 92.22 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $82k | 1.0k | 80.87 |
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| Waste Management (WM) | 0.0 | $81k | 370.00 | 218.92 |
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| Linde SHS (LIN) | 0.0 | $78k | -4% | 182.00 | 428.57 |
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| Intercontinental Exchange (ICE) | 0.0 | $77k | -13% | 475.00 | 162.11 |
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| Capital One Financial (COF) | 0.0 | $77k | 319.00 | 241.38 |
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| 3M Company (MMM) | 0.0 | $76k | 475.00 | 160.00 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $75k | 1.0k | 75.00 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $73k | -3% | 1.3k | 56.99 |
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| Eaton Corp SHS (ETN) | 0.0 | $72k | 226.00 | 318.58 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $72k | 500.00 | 144.00 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $72k | +10% | 484.00 | 148.76 |
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| Progressive Corporation (PGR) | 0.0 | $71k | 311.00 | 228.30 |
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| Ivanhoe Electric (IE) | 0.0 | $70k | -5% | 4.4k | 16.09 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $65k | 553.00 | 117.54 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $65k | 594.00 | 109.43 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $65k | 460.00 | 141.30 |
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| Booking Holdings (BKNG) | 0.0 | $64k | 12.00 | 5333.33 |
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| McDonald's Corporation (MCD) | 0.0 | $64k | -4% | 211.00 | 303.32 |
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| Fifth Third Ban (FITB) | 0.0 | $63k | 1.4k | 46.67 |
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| Alcon Ord Shs (ALC) | 0.0 | $63k | 795.00 | 79.25 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $62k | 1.7k | 36.47 |
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| Simon Property (SPG) | 0.0 | $61k | 327.00 | 186.54 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $60k | NEW | 385.00 | 155.84 |
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| Elbit Sys Ord (ESLT) | 0.0 | $58k | 100.00 | 580.00 |
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| Hexcel Corporation (HXL) | 0.0 | $57k | 772.00 | 73.83 |
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| Servicenow (NOW) | 0.0 | $54k | +400% | 350.00 | 154.29 |
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| Cheesecake Factory Incorporated (CAKE) | 0.0 | $51k | 1.0k | 50.40 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $51k | 500.00 | 102.00 |
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| Colgate-Palmolive Company (CL) | 0.0 | $51k | -2% | 647.00 | 78.83 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $50k | 629.00 | 79.49 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $50k | +5% | 750.00 | 66.67 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $47k | 450.00 | 104.44 |
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| Beta Technologies Com Shs Cl A (BETA) | 0.0 | $45k | NEW | 1.6k | 28.12 |
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| Palo Alto Networks (PANW) | 0.0 | $45k | 244.00 | 184.43 |
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| Intel Corporation (INTC) | 0.0 | $43k | 1.2k | 37.33 |
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| Coca-Cola Company (KO) | 0.0 | $41k | -21% | 584.00 | 70.21 |
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| Metropcs Communications (TMUS) | 0.0 | $41k | -27% | 200.00 | 205.00 |
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| Ameresco Cl A (AMRC) | 0.0 | $41k | 1.4k | 29.29 |
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| Zoetis Cl A (ZTS) | 0.0 | $40k | -2% | 315.00 | 126.98 |
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| T Rowe Price Etf Price Div Grwt (TDVG) | 0.0 | $40k | 900.00 | 44.44 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $39k | +171% | 87.00 | 448.28 |
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| Phillips 66 (PSX) | 0.0 | $39k | -6% | 300.00 | 130.00 |
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| Totalenergies Se Act | 0.0 | $39k | NEW | 600.00 | 65.00 |
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| PNC Financial Services (PNC) | 0.0 | $39k | 187.00 | 208.56 |
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| MetLife (MET) | 0.0 | $37k | +229% | 464.00 | 79.74 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $37k | 500.00 | 74.00 |
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| Ferrari Nv Ord (RACE) | 0.0 | $37k | 100.00 | 370.00 |
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| Edison International (EIX) | 0.0 | $37k | 615.00 | 60.16 |
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| Halozyme Therapeutics (HALO) | 0.0 | $37k | 550.00 | 67.27 |
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| Boeing Company (BA) | 0.0 | $36k | 164.00 | 219.51 |
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| Southern Company (SO) | 0.0 | $36k | 417.00 | 86.33 |
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| Global X Fds Global X Uranium (URA) | 0.0 | $36k | 850.00 | 42.35 |
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| Copart (CPRT) | 0.0 | $36k | 910.00 | 39.56 |
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| Galaxy Digital Cl A (GLXY) | 0.0 | $34k | 1.5k | 22.67 |
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| Key (KEY) | 0.0 | $33k | 1.6k | 20.62 |
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| Pure Cycle Corp Com New (PCYO) | 0.0 | $33k | 3.0k | 11.00 |
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| Automatic Data Processing (ADP) | 0.0 | $32k | -10% | 125.00 | 256.00 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $32k | 269.00 | 118.96 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $31k | -30% | 225.00 | 137.78 |
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| Marriott Intl Cl A (MAR) | 0.0 | $31k | 100.00 | 310.00 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $30k | NEW | 700.00 | 42.86 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $30k | 1.0k | 28.82 |
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| A. O. Smith Corporation (AOS) | 0.0 | $29k | 435.00 | 66.67 |
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| Public Storage (PSA) | 0.0 | $29k | 111.00 | 261.26 |
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| WESCO International (WCC) | 0.0 | $29k | 118.00 | 245.76 |
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| Ensign (ENSG) | 0.0 | $29k | 169.00 | 171.60 |
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| Extra Space Storage (EXR) | 0.0 | $28k | +14% | 212.00 | 132.08 |
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| First Tr Exchange-traded SHS (QTEC) | 0.0 | $28k | +13% | 120.00 | 233.33 |
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| Joby Aviation Common Stock (JOBY) | 0.0 | $28k | 2.1k | 13.33 |
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| Gamestop Corp Cl A (GME) | 0.0 | $27k | 1.4k | 19.85 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $26k | +11% | 564.00 | 46.10 |
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| Lululemon Athletica (LULU) | 0.0 | $26k | 125.00 | 208.00 |
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| Travel Leisure Ord (TNL) | 0.0 | $26k | 374.00 | 69.52 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $25k | 700.00 | 35.71 |
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| Kroger (KR) | 0.0 | $25k | 404.00 | 61.88 |
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| Valmont Industries (VMI) | 0.0 | $25k | 63.00 | 396.83 |
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| Illinois Tool Works (ITW) | 0.0 | $25k | -12% | 100.00 | 250.00 |
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| Littelfuse (LFUS) | 0.0 | $25k | 98.00 | 255.10 |
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| Emerson Electric (EMR) | 0.0 | $25k | -9% | 190.00 | 131.58 |
|
| Clear Secure Com Cl A (YOU) | 0.0 | $25k | 711.00 | 35.16 |
|
|
| Putnam Etf Trust Franklin Massach (FTMA) | 0.0 | $24k | NEW | 2.7k | 8.89 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $24k | 170.00 | 141.18 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $24k | +7% | 271.00 | 88.56 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $24k | 1.0k | 24.00 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $24k | 300.00 | 80.00 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $24k | -2% | 102.00 | 235.29 |
|
| United Parcel Service CL B (UPS) | 0.0 | $23k | -45% | 229.00 | 100.44 |
|
| DTE Energy Company (DTE) | 0.0 | $23k | 180.00 | 127.78 |
|
|
| Steris Shs Usd (STE) | 0.0 | $23k | 90.00 | 255.56 |
|
|
| salesforce (CRM) | 0.0 | $23k | 86.00 | 267.44 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $22k | 700.00 | 31.43 |
|
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $22k | 944.00 | 23.31 |
|
|
| Fidelity Ethereum SHS (FETH) | 0.0 | $22k | 730.00 | 30.14 |
|
|
| Transunion (TRU) | 0.0 | $22k | +37% | 259.00 | 84.94 |
|
| New York Times Cl A (NYT) | 0.0 | $22k | 314.00 | 70.06 |
|
|
| Royal Gold (RGLD) | 0.0 | $22k | 98.00 | 224.49 |
|
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $22k | 110.00 | 200.00 |
|
|
| Hp (HPQ) | 0.0 | $22k | 1.0k | 22.00 |
|
|
| PriceSmart (PSMT) | 0.0 | $22k | 178.00 | 123.60 |
|
|
| Hamilton Lane Cl A (HLNE) | 0.0 | $22k | +35% | 163.00 | 134.97 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $22k | 837.00 | 26.28 |
|
|
| Home BancShares (HOMB) | 0.0 | $21k | 748.00 | 28.07 |
|
|
| Matador Resources (MTDR) | 0.0 | $21k | +27% | 486.00 | 43.21 |
|
| Caretrust Reit (CTRE) | 0.0 | $21k | 588.00 | 35.71 |
|
|
| Nvent Electric SHS (NVT) | 0.0 | $21k | -16% | 207.00 | 101.45 |
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $21k | 468.00 | 44.87 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $21k | 117.00 | 179.49 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $21k | 500.00 | 42.00 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $21k | 300.00 | 70.00 |
|
|
| Wingstop (WING) | 0.0 | $21k | 86.00 | 244.19 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $20k | -9% | 679.00 | 29.46 |
|
| Boston Properties (BXP) | 0.0 | $20k | 300.00 | 66.67 |
|
|
| Churchill Downs (CHDN) | 0.0 | $20k | 176.00 | 113.64 |
|
|
| Aaon Com Par $0.004 (AAON) | 0.0 | $20k | +17% | 260.00 | 76.92 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $20k | 117.00 | 170.94 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $20k | 69.00 | 289.86 |
|
|
| Casey's General Stores (CASY) | 0.0 | $20k | 36.00 | 555.56 |
|
|
| Citigroup Com New (C) | 0.0 | $20k | 175.00 | 114.29 |
|
|
| Sealed Air (SEE) | 0.0 | $20k | 488.00 | 40.98 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $20k | 84.00 | 238.10 |
|
|
| Brunswick Corporation (BC) | 0.0 | $20k | 269.00 | 74.35 |
|
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $19k | 410.00 | 46.34 |
|
|
| Ryman Hospitality Pptys (RHP) | 0.0 | $19k | 204.00 | 93.14 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $19k | 180.00 | 105.56 |
|
|
| Universal Display Corporation (OLED) | 0.0 | $19k | +28% | 159.00 | 119.50 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $19k | 150.00 | 126.67 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $19k | 98.00 | 193.88 |
|
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $19k | 156.00 | 121.79 |
|
|
| Nike CL B (NKE) | 0.0 | $19k | -7% | 292.00 | 65.07 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $19k | 434.00 | 43.78 |
|
|
| Terreno Realty Corporation (TRNO) | 0.0 | $19k | 326.00 | 58.28 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $19k | NEW | 374.00 | 50.80 |
|
| LeMaitre Vascular (LMAT) | 0.0 | $18k | 228.00 | 78.95 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $18k | +16% | 62.00 | 290.32 |
|
| UniFirst Corporation (UNF) | 0.0 | $18k | 93.00 | 193.55 |
|
|
| Chemed Corp Com Stk (CHE) | 0.0 | $18k | 41.00 | 439.02 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $18k | 2.5k | 7.20 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $18k | 44.00 | 409.09 |
|
|
| Carlisle Companies (CSL) | 0.0 | $18k | -5% | 55.00 | 327.27 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $18k | 74.00 | 243.24 |
|
|
| Prosperity Bancshares (PB) | 0.0 | $18k | 267.00 | 67.42 |
|
|
| Tetra Tech (TTEK) | 0.0 | $17k | 504.00 | 33.73 |
|
|
| U.S. Physical Therapy (USPH) | 0.0 | $17k | 224.00 | 75.89 |
|
|
| AZZ Incorporated (AZZ) | 0.0 | $17k | NEW | 156.00 | 108.97 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $17k | 275.00 | 61.82 |
|
|
| Landstar System (LSTR) | 0.0 | $17k | 120.00 | 141.67 |
|
|
| Uber Technologies (UBER) | 0.0 | $17k | 210.00 | 80.95 |
|
|
| Morningstar (MORN) | 0.0 | $17k | +29% | 79.00 | 215.19 |
|
| Standex Int'l (SXI) | 0.0 | $17k | 79.00 | 215.19 |
|
|
| ConAgra Foods (CAG) | 0.0 | $17k | 1.0k | 17.00 |
|
|
| Primerica (PRI) | 0.0 | $17k | 67.00 | 253.73 |
|
|
| Wisdomtree Tr Artificial Intel (WTAI) | 0.0 | $17k | 575.00 | 29.57 |
|
|
| KBR (KBR) | 0.0 | $16k | NEW | 405.00 | 39.51 |
|
| Cognex Corporation (CGNX) | 0.0 | $16k | 438.00 | 36.53 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $16k | 200.00 | 80.00 |
|
|
| Nuveen Core Equity Alpha Fund (JCE) | 0.0 | $16k | 1.0k | 16.00 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $16k | 184.00 | 86.96 |
|
|
| Power Integrations (POWI) | 0.0 | $15k | 412.00 | 36.41 |
|
|
| Bentley Sys Com Cl B (BSY) | 0.0 | $15k | 381.00 | 39.37 |
|
|
| Deere & Company (DE) | 0.0 | $15k | 31.00 | 483.87 |
|
|
| Biogen Idec (BIIB) | 0.0 | $15k | 83.00 | 180.72 |
|
|
| Ecolab (ECL) | 0.0 | $15k | 58.00 | 258.62 |
|
|
| Cohen & Steers (CNS) | 0.0 | $15k | 240.00 | 62.50 |
|
|
| Firstservice Corp (FSV) | 0.0 | $15k | 98.00 | 153.06 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $14k | 165.00 | 84.85 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $14k | +576% | 203.00 | 68.97 |
|
| Concentrix Corp (CNXC) | 0.0 | $14k | 347.00 | 40.35 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $13k | -89% | 250.00 | 52.00 |
|
| Gilat Satellite Networks Shs New (GILT) | 0.0 | $13k | 1.0k | 13.00 |
|
|
| First Tr Exchange Traded Nasdq Artfcial (ROBT) | 0.0 | $13k | 250.00 | 52.00 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $13k | 34.00 | 382.35 |
|
|
| Pool Corporation (POOL) | 0.0 | $13k | 55.00 | 236.36 |
|
|
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.0 | $13k | +11% | 152.00 | 85.53 |
|
| Aptar (ATR) | 0.0 | $13k | +36% | 105.00 | 123.81 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $13k | +9% | 136.00 | 95.59 |
|
| Ufp Industries (UFPI) | 0.0 | $13k | 140.00 | 92.86 |
|
|
| Perdoceo Ed Corp (PRDO) | 0.0 | $13k | NEW | 451.00 | 28.82 |
|
| Symbotic Class A Com (SYM) | 0.0 | $12k | -85% | 200.00 | 60.00 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $12k | 22.00 | 545.45 |
|
|
| Fluor Corporation (FLR) | 0.0 | $11k | 268.00 | 41.04 |
|
|
| McKesson Corporation (MCK) | 0.0 | $11k | 14.00 | 785.71 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $11k | 500.00 | 22.00 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $11k | 100.00 | 110.00 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $11k | 35.00 | 314.29 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $10k | 214.00 | 46.73 |
|
|
| Newsmax Com Shs Class B (NMAX) | 0.0 | $10k | 1.4k | 7.37 |
|
|
| Compass Minerals International (CMP) | 0.0 | $10k | 500.00 | 20.00 |
|
|
| PerkinElmer (RVTY) | 0.0 | $10k | 100.00 | 100.00 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $9.0k | NEW | 175.00 | 51.43 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $9.0k | -31% | 33.00 | 272.73 |
|
| Amgen (AMGN) | 0.0 | $9.0k | -22% | 28.00 | 321.43 |
|
| Cigna Corp (CI) | 0.0 | $9.0k | 31.00 | 290.32 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $9.0k | -11% | 16.00 | 562.50 |
|
| Synopsys (SNPS) | 0.0 | $9.0k | 20.00 | 450.00 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $9.0k | 30.00 | 300.00 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $9.0k | 15.00 | 600.00 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $9.0k | -50% | 20.00 | 450.00 |
|
| Patrick Industries (PATK) | 0.0 | $9.0k | NEW | 81.00 | 111.11 |
|
| Constellation Energy (CEG) | 0.0 | $9.0k | 26.00 | 346.15 |
|
|
| Clearsign Combustion (CLIR) | 0.0 | $9.0k | 16k | 0.57 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $8.0k | NEW | 102.00 | 78.43 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $8.0k | 75.00 | 106.67 |
|
|
| Quaker Chemical Corporation (KWR) | 0.0 | $8.0k | -38% | 57.00 | 140.35 |
|
| Qualcomm (QCOM) | 0.0 | $8.0k | -4% | 45.00 | 177.78 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $8.0k | 42.00 | 190.48 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $8.0k | 77.00 | 103.90 |
|
|
| Allurion Technologies Common Stock (ALUR) | 0.0 | $8.0k | 6.3k | 1.26 |
|
|
| Williams Companies (WMB) | 0.0 | $7.0k | 109.00 | 64.22 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $7.0k | 140.00 | 50.00 |
|
|
| Gilead Sciences (GILD) | 0.0 | $7.0k | 56.00 | 125.00 |
|
|
| Kenvue (KVUE) | 0.0 | $7.0k | NEW | 400.00 | 17.50 |
|
| Tamboran Res Corp (TBN) | 0.0 | $7.0k | 250.00 | 28.00 |
|
|
| Blackrock (BLK) | 0.0 | $7.0k | -30% | 7.00 | 1000.00 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $7.0k | 434.00 | 16.13 |
|
|
| Air Lease Corp Cl A (AL) | 0.0 | $6.0k | -77% | 99.00 | 60.61 |
|
| Fiserv (FI) | 0.0 | $6.0k | 84.00 | 71.43 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $6.0k | -53% | 36.00 | 166.67 |
|
| Cadence Design Systems (CDNS) | 0.0 | $6.0k | 20.00 | 300.00 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $6.0k | -60% | 6.00 | 1000.00 |
|
| Valaris Cl A (VAL) | 0.0 | $6.0k | 125.00 | 48.00 |
|
|
| EOG Resources (EOG) | 0.0 | $6.0k | -6% | 54.00 | 111.11 |
|
| Kkr & Co (KKR) | 0.0 | $6.0k | 45.00 | 133.33 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $6.0k | +10% | 147.00 | 40.82 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $5.0k | NEW | 47.00 | 106.38 |
|
| Mosaic (MOS) | 0.0 | $5.0k | 200.00 | 25.00 |
|
|
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $5.0k | 100.00 | 50.00 |
|
|
| Cdw (CDW) | 0.0 | $5.0k | 35.00 | 142.86 |
|
|
| Under Armour CL C (UA) | 0.0 | $4.0k | 860.00 | 4.65 |
|
|
| Corning Incorporated (GLW) | 0.0 | $4.0k | 50.00 | 80.00 |
|
|
| Avidity Biosciences Ord (RNA) | 0.0 | $4.0k | 50.00 | 80.00 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE) | 0.0 | $4.0k | 100.00 | 40.00 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $4.0k | 17.00 | 235.29 |
|
|
| Hawaiian Electric Industries (HE) | 0.0 | $4.0k | 310.00 | 12.90 |
|
|
| Ready Cap Corp Com reit (RC) | 0.0 | $4.0k | 1.7k | 2.35 |
|
|
| Ventas (VTR) | 0.0 | $3.0k | 39.00 | 76.92 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $3.0k | 33.00 | 90.91 |
|
|
| Helix Energy Solutions (HLX) | 0.0 | $3.0k | 500.00 | 6.00 |
|
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $3.0k | 125.00 | 24.00 |
|
|
| Upstart Hldgs (UPST) | 0.0 | $3.0k | NEW | 75.00 | 40.00 |
|
| Pharvaris N V (PHVS) | 0.0 | $3.0k | 100.00 | 30.00 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $3.0k | -90% | 75.00 | 40.00 |
|
| Dell Technologies CL C (DELL) | 0.0 | $3.0k | 22.00 | 136.36 |
|
|
| Birks Group Cl A Com (BGI) | 0.0 | $2.0k | 1.8k | 1.14 |
|
|
| Best Buy (BBY) | 0.0 | $2.0k | 35.00 | 57.14 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.0k | 12.00 | 166.67 |
|
|
| Amentum Holdings (AMTM) | 0.0 | $2.0k | 69.00 | 28.99 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $2.0k | 45.00 | 44.44 |
|
|
| Pfizer (PFE) | 0.0 | $1.0k | 52.00 | 19.23 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $1.0k | 18.00 | 55.56 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $1.0k | 25.00 | 40.00 |
|
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $1.0k | 25.00 | 40.00 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $1.0k | 250.00 | 4.00 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $1.0k | 25.00 | 40.00 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $999.999900 | -73% | 9.00 | 111.11 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $999.999900 | 3.00 | 333.33 |
|
|
| Onto Innovation (ONTO) | 0.0 | $999.999700 | 7.00 | 142.86 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $999.999600 | 12.00 | 83.33 |
|
|
| Adeia (ADEA) | 0.0 | $999.999400 | 43.00 | 23.26 |
|
|
| Ford Motor Company (F) | 0.0 | $999.997800 | 51.00 | 19.61 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $999.997800 | 51.00 | 19.61 |
|
|
| Mattel (MAT) | 0.0 | $0 | 5.00 | 0.00 |
|
|
| Target Corporation (TGT) | 0.0 | $0 | -86% | 2.00 | 0.00 |
|
| Clean Energy Fuels (CLNE) | 0.0 | $0 | 220.00 | 0.00 |
|
|
| Geron Corporation (GERN) | 0.0 | $0 | 300.00 | 0.00 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $0 | +100% | 2.00 | 0.00 |
|
| Opko Health (OPK) | 0.0 | $0 | 100.00 | 0.00 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $0 | 17.00 | 0.00 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $0 | NEW | 2.00 | 0.00 |
|
| News Corp Cl A (NWSA) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $0 | -97% | 9.00 | 0.00 |
|
| Viatris (VTRS) | 0.0 | $0 | 6.00 | 0.00 |
|
|
| Marathon Digital Holdings In (MARA) | 0.0 | $0 | 25.00 | 0.00 |
|
|
| Lifemd (LFMD) | 0.0 | $0 | 100.00 | 0.00 |
|
|
| Organon &co Common Stock (OGN) | 0.0 | $0 | 20.00 | 0.00 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $0 | NEW | 50.00 | 0.00 |
|
| Xperi Common Stock (XPER) | 0.0 | $0 | 17.00 | 0.00 |
|
|
| Vyne Therapeutics (VYNE) | 0.0 | $0 | 350.00 | 0.00 |
|
|
| Neumora Therapeutics (NMRA) | 0.0 | $0 | NEW | 220.00 | 0.00 |
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $0 | 12.00 | 0.00 |
|
|
| Foresight Autonomous Hldgs L Sponsored Adr (FRSX) | 0.0 | $0 | 7.00 | 0.00 |
|
|
| Gamestop Corp *w Exp 10/30/202 (GME.WS) | 0.0 | $0 | NEW | 136.00 | 0.00 |
|
Past Filings by Centerpoint Advisors
SEC 13F filings are viewable for Centerpoint Advisors going back to 2017
- Centerpoint Advisors 2025 Q4 filed Feb. 13, 2026
- Centerpoint Advisors 2025 Q3 filed Nov. 6, 2025
- Centerpoint Advisors 2025 Q2 filed Aug. 1, 2025
- Centerpoint Advisors 2025 Q1 filed May 13, 2025
- Centerpoint Advisors 2024 Q4 filed Jan. 31, 2025
- Centerpoint Advisors 2024 Q3 filed Oct. 15, 2024
- Centerpoint Advisors 2024 Q2 filed July 30, 2024
- Centerpoint Advisors 2024 Q1 filed May 2, 2024
- Centerpoint Advisors 2023 Q4 filed Jan. 16, 2024
- Centerpoint Advisors 2023 Q3 filed Nov. 1, 2023
- Centerpoint Advisors 2023 Q2 filed July 17, 2023
- Centerpoint Advisors 2023 Q1 filed May 3, 2023
- Centerpoint Advisors 2022 Q4 filed Jan. 24, 2023
- Centerpoint Advisors 2022 Q3 filed Oct. 13, 2022
- Centerpoint Advisors 2022 Q2 filed July 18, 2022
- Centerpoint Advisors 2022 Q1 filed April 27, 2022