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 50.23% of Centerpoint Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, AAPL, IJH, IJR, CTAS, JEPQ, Amentum Holdings, CSCO, DFS, AVGO.
- Started 49 new stock positions in VUSB, TGLS, URA, VTWO, EMXC, MINT, EPR, NANC, ETHE, SHV.
- Reduced shares in these 10 stocks: LLY, BRK.B, NVDA, JNJ, IWB, IJK, IJT, JPM, QUAL, IEFA.
- Sold out of its positions in ATI, American Well Corp, MJ, CSX, KOF, CIG, DXC, DEO, FBND, GUNR. DNA, GSK, LIT, HGTY, DVYE, IXUS, LHX, MPW, PCRX, HAIL.
- Centerpoint Advisors was a net seller of stock by $-4.7M.
- Centerpoint Advisors has $288M in assets under management (AUM), dropping by 3.63%.
- Central Index Key (CIK): 0001733788
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Portfolio Holdings for Centerpoint Advisors
Centerpoint Advisors holds 482 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 24.4 | $70M | 122k | 576.82 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 8.5 | $24M | 136k | 179.30 |
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| Ishares Tr Rus 1000 Etf (IWB) | 6.9 | $20M | 63k | 314.39 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.7 | $16M | 264k | 62.32 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.8 | $14M | 117k | 116.96 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.3 | $12M | 128k | 95.75 |
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| Apple (AAPL) | 3.8 | $11M | +2% | 47k | 232.99 |
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| Microsoft Corporation (MSFT) | 3.5 | $10M | 24k | 430.30 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.7 | $7.9M | 40k | 197.18 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 2.3 | $6.6M | -3% | 71k | 91.93 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 2.3 | $6.5M | -3% | 47k | 139.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $5.7M | 34k | 167.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $4.9M | 30k | 165.84 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.6 | $4.5M | 36k | 123.63 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.5 | $4.4M | 41k | 107.65 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $3.9M | -3% | 49k | 78.04 |
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| NVIDIA Corporation (NVDA) | 0.9 | $2.6M | -21% | 21k | 121.45 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.8 | $2.3M | 28k | 83.11 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $2.3M | 45k | 51.51 |
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| Eli Lilly & Co. (LLY) | 0.7 | $2.0M | -35% | 2.2k | 885.87 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $1.8M | -7% | 14k | 125.63 |
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| LeMaitre Vascular (LMAT) | 0.6 | $1.6M | 18k | 92.88 |
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| Amazon (AMZN) | 0.6 | $1.6M | 8.7k | 186.32 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $1.4M | 2.3k | 618.45 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.4M | -35% | 3.0k | 460.29 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $1.3M | 16k | 82.92 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.3M | -29% | 7.7k | 162.01 |
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| Visa Com Cl A (V) | 0.4 | $1.2M | 4.5k | 275.01 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.2M | -3% | 1.4k | 886.76 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.2M | -15% | 5.6k | 210.81 |
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| Oracle Corporation (ORCL) | 0.4 | $1.2M | -2% | 6.8k | 170.41 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.2M | 2.0k | 573.71 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $1.1M | -2% | 6.1k | 182.01 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $1.1M | 21k | 52.85 |
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| American Express Company (AXP) | 0.4 | $1.1M | 4.0k | 271.28 |
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| Home Depot (HD) | 0.3 | $1.0M | 2.5k | 405.34 |
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| UnitedHealth (UNH) | 0.3 | $984k | 1.7k | 584.67 |
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| Applied Materials (AMAT) | 0.3 | $980k | 4.9k | 202.06 |
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| American Tower Reit (AMT) | 0.3 | $924k | 4.0k | 232.45 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $825k | 7.0k | 117.24 |
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| Air Products & Chemicals (APD) | 0.3 | $822k | -4% | 2.8k | 297.61 |
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| Meta Platforms Cl A (META) | 0.3 | $797k | 1.4k | 572.15 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $784k | 9.4k | 83.63 |
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| Eversource Energy (ES) | 0.3 | $747k | 11k | 68.01 |
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| Stryker Corporation (SYK) | 0.2 | $632k | 1.8k | 361.14 |
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| TJX Companies (TJX) | 0.2 | $594k | 5.1k | 117.62 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $557k | -4% | 1.1k | 494.23 |
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| Wal-Mart Stores (WMT) | 0.2 | $545k | 6.8k | 80.70 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $537k | 2.8k | 189.69 |
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| S&p Global (SPGI) | 0.2 | $535k | 1.0k | 516.91 |
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| Tesla Motors (TSLA) | 0.2 | $504k | 1.9k | 261.68 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $486k | 5.8k | 84.46 |
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| Ishares Tr Global Energ Etf (IXC) | 0.2 | $462k | 11k | 40.52 |
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| Analog Devices (ADI) | 0.2 | $460k | 2.0k | 230.00 |
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| Philip Morris International (PM) | 0.2 | $442k | -6% | 3.6k | 121.50 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $442k | 9.2k | 47.86 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $404k | 780.00 | 517.95 |
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| Motorola Solutions Com New (MSI) | 0.1 | $404k | 898.00 | 449.89 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $386k | 1.6k | 243.23 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $360k | 1.5k | 240.00 |
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| Abbvie (ABBV) | 0.1 | $359k | -5% | 1.8k | 197.47 |
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| Snap-on Incorporated (SNA) | 0.1 | $358k | +3% | 1.2k | 289.41 |
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| Nextera Energy (NEE) | 0.1 | $350k | 4.1k | 84.62 |
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| Danaher Corporation (DHR) | 0.1 | $348k | -23% | 1.3k | 278.40 |
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| Rockwell Automation (ROK) | 0.1 | $336k | 1.3k | 268.80 |
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| Boston Scientific Corporation (BSX) | 0.1 | $335k | 4.0k | 83.75 |
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| Northeast Bk Lewiston Me (NBN) | 0.1 | $328k | 4.3k | 77.18 |
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| Bank of America Corporation (BAC) | 0.1 | $328k | 8.3k | 39.66 |
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| eBay (EBAY) | 0.1 | $326k | 5.0k | 65.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $321k | 854.00 | 375.88 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $312k | -3% | 3.9k | 79.51 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $307k | 2.6k | 119.22 |
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| Pepsi (PEP) | 0.1 | $305k | 1.8k | 169.92 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $298k | 4.0k | 75.06 |
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| Altria (MO) | 0.1 | $293k | -14% | 5.8k | 50.96 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $283k | -3% | 3.2k | 87.81 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $279k | -2% | 3.0k | 93.09 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $268k | 3.1k | 86.68 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $263k | -20% | 600.00 | 438.33 |
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| Paypal Holdings (PYPL) | 0.1 | $234k | 3.0k | 78.00 |
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| Walt Disney Company (DIS) | 0.1 | $232k | 2.4k | 96.07 |
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| Chevron Corporation (CVX) | 0.1 | $227k | 1.5k | 147.31 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $224k | -16% | 384.00 | 583.33 |
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| IDEX Corporation (IEX) | 0.1 | $215k | 1.0k | 214.57 |
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| Procter & Gamble Company (PG) | 0.1 | $210k | +8% | 1.2k | 172.98 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $202k | 1.5k | 131.77 |
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| Honeywell International (HON) | 0.1 | $202k | 977.00 | 206.76 |
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| Ge Aerospace Com New (GE) | 0.1 | $196k | 1.0k | 188.82 |
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| Cisco Systems (CSCO) | 0.1 | $195k | +22% | 3.7k | 53.22 |
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| Merck & Co (MRK) | 0.1 | $183k | -29% | 1.6k | 113.45 |
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| W.W. Grainger (GWW) | 0.1 | $171k | 165.00 | 1036.36 |
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| Coca-Cola Company (KO) | 0.1 | $171k | +4% | 2.4k | 72.03 |
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| Corning Incorporated (GLW) | 0.1 | $170k | 3.8k | 45.03 |
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| Medtronic SHS (MDT) | 0.1 | $169k | 1.9k | 90.13 |
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| Jacobs Engineering Group (J) | 0.1 | $164k | 1.3k | 130.78 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $162k | -48% | 332.00 | 487.95 |
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| International Business Machines (IBM) | 0.1 | $159k | 718.00 | 221.45 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $153k | +39% | 2.8k | 54.84 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $152k | 2.9k | 53.15 |
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| Verizon Communications (VZ) | 0.1 | $144k | +3% | 3.2k | 44.97 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $142k | 600.00 | 236.67 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $142k | 5.0k | 28.40 |
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| Abbott Laboratories (ABT) | 0.0 | $142k | +6% | 1.2k | 114.06 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $141k | 1.4k | 101.37 |
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| Dominion Resources (D) | 0.0 | $140k | 2.4k | 57.61 |
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| Cintas Corporation (CTAS) | 0.0 | $136k | +256% | 660.00 | 206.06 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $135k | 1.5k | 88.06 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $133k | -10% | 1.1k | 126.67 |
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| Caterpillar (CAT) | 0.0 | $133k | 340.00 | 391.18 |
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| Lowe's Companies (LOW) | 0.0 | $124k | 457.00 | 271.33 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $124k | 3.2k | 39.06 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $121k | +2% | 2.1k | 57.48 |
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| AutoZone (AZO) | 0.0 | $120k | 38.00 | 3157.89 |
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| ConocoPhillips (COP) | 0.0 | $119k | 1.1k | 104.85 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $118k | -6% | 1.0k | 114.90 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $118k | 1.0k | 118.00 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $117k | -9% | 2.4k | 49.79 |
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| General Dynamics Corporation (GD) | 0.0 | $115k | 380.00 | 302.63 |
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| Emerson Electric (EMR) | 0.0 | $110k | 1.0k | 109.24 |
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| 3M Company (MMM) | 0.0 | $106k | 773.00 | 137.13 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $103k | 2.5k | 41.85 |
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| Ivanhoe Electric (IE) | 0.0 | $100k | +26% | 12k | 8.47 |
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| Consolidated Edison (ED) | 0.0 | $97k | 935.00 | 103.74 |
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| McKesson Corporation (MCK) | 0.0 | $96k | 194.00 | 494.85 |
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| McDonald's Corporation (MCD) | 0.0 | $95k | +45% | 313.00 | 303.51 |
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| Martin Marietta Materials (MLM) | 0.0 | $94k | 175.00 | 537.14 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $93k | 250.00 | 372.00 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $92k | -27% | 600.00 | 153.33 |
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| Progressive Corporation (PGR) | 0.0 | $89k | -5% | 351.00 | 253.56 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $89k | 1.1k | 78.97 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $88k | 727.00 | 121.05 |
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| Intercontinental Exchange (ICE) | 0.0 | $88k | 550.00 | 160.00 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $86k | -28% | 1.0k | 83.09 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $83k | +50% | 2.2k | 37.30 |
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| Wells Fargo & Company (WFC) | 0.0 | $83k | -21% | 1.5k | 56.73 |
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| Lam Research Corporation (LRCX) | 0.0 | $82k | 100.00 | 820.00 |
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| Brown Forman Corp CL B (BF.B) | 0.0 | $82k | 1.7k | 48.96 |
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| Hca Holdings (HCA) | 0.0 | $81k | 200.00 | 405.00 |
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| Eaton Corp SHS (ETN) | 0.0 | $81k | 245.00 | 330.61 |
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| Hawkins (HWKN) | 0.0 | $80k | +25% | 625.00 | 128.00 |
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| Alcon Ord Shs (ALC) | 0.0 | $80k | -36% | 795.00 | 100.63 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $79k | 1.4k | 55.79 |
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| Linde SHS (LIN) | 0.0 | $79k | -21% | 165.00 | 478.79 |
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| Waste Management (WM) | 0.0 | $77k | -9% | 370.00 | 208.11 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $76k | 1.1k | 67.92 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $72k | 1.5k | 48.00 |
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| Newmont Mining Corporation (NEM) | 0.0 | $72k | -5% | 1.4k | 53.10 |
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| CMS Energy Corporation (CMS) | 0.0 | $71k | 1.0k | 71.00 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $70k | 900.00 | 77.78 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $69k | -13% | 511.00 | 135.03 |
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| Colgate-Palmolive Company (CL) | 0.0 | $67k | 647.00 | 103.55 |
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| Pjt Partners Com Cl A (PJT) | 0.0 | $67k | 500.00 | 134.00 |
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| Ge Vernova (GEV) | 0.0 | $66k | 259.00 | 254.83 |
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| Metropcs Communications (TMUS) | 0.0 | $65k | 316.00 | 205.70 |
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| Servicenow (NOW) | 0.0 | $63k | 70.00 | 900.00 |
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| At&t (T) | 0.0 | $62k | 2.8k | 22.11 |
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| Zoetis Cl A (ZTS) | 0.0 | $62k | 315.00 | 196.83 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $60k | 616.00 | 97.40 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $60k | 530.00 | 113.21 |
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| Amgen (AMGN) | 0.0 | $59k | 184.00 | 320.65 |
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| Fifth Third Ban (FITB) | 0.0 | $58k | 1.4k | 42.96 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $57k | 737.00 | 77.34 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $56k | 1.7k | 32.94 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $56k | 824.00 | 67.96 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $56k | 362.00 | 154.70 |
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| Key (KEY) | 0.0 | $55k | -12% | 3.3k | 16.65 |
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| Public Service Enterprise (PEG) | 0.0 | $55k | 613.00 | 89.72 |
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| Simon Property (SPG) | 0.0 | $55k | 327.00 | 168.20 |
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| Edison International (EIX) | 0.0 | $54k | 615.00 | 87.80 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $54k | 362.00 | 149.17 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $53k | 500.00 | 106.00 |
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| T Rowe Price Etf Price Div Grwt (TDVG) | 0.0 | $51k | -12% | 1.2k | 41.20 |
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| Ecolab (ECL) | 0.0 | $51k | 200.00 | 255.00 |
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| Kla Corp Com New (KLAC) | 0.0 | $50k | 65.00 | 769.23 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $50k | +11% | 835.00 | 59.88 |
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| Kraft Heinz (KHC) | 0.0 | $49k | +8% | 1.4k | 34.78 |
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| Copart (CPRT) | 0.0 | $48k | 910.00 | 52.75 |
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| Pfizer (PFE) | 0.0 | $48k | -60% | 1.7k | 29.06 |
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| Hexcel Corporation (HXL) | 0.0 | $48k | 775.00 | 61.94 |
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| Universal Hlth Svcs CL B (UHS) | 0.0 | $47k | +64% | 205.00 | 229.27 |
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| Hp (HPQ) | 0.0 | $45k | +26% | 1.3k | 35.71 |
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| Goldman Sachs (GS) | 0.0 | $45k | 90.00 | 500.00 |
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| CRA International (CRAI) | 0.0 | $44k | 250.00 | 176.00 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $44k | 1.2k | 36.48 |
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| Automatic Data Processing (ADP) | 0.0 | $43k | 157.00 | 273.89 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $43k | +15% | 607.00 | 70.84 |
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| White Mountains Insurance Gp (WTM) | 0.0 | $42k | 25.00 | 1680.00 |
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| Booking Holdings (BKNG) | 0.0 | $42k | 10.00 | 4200.00 |
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| Cheesecake Factory Incorporated (CAKE) | 0.0 | $41k | 1.0k | 40.51 |
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| Public Storage (PSA) | 0.0 | $40k | -57% | 111.00 | 360.36 |
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| Amentum Holdings | 0.0 | $40k | NEW | 1.3k | 31.90 |
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| A. O. Smith Corporation (AOS) | 0.0 | $39k | 435.00 | 89.66 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $39k | 275.00 | 141.82 |
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| Phillips 66 (PSX) | 0.0 | $39k | 300.00 | 130.00 |
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| Welltower Inc Com reit (WELL) | 0.0 | $38k | 300.00 | 126.67 |
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| MetLife (MET) | 0.0 | $38k | 455.00 | 83.52 |
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| Union Pacific Corporation (UNP) | 0.0 | $37k | 152.00 | 243.42 |
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| Proshares Tr Ultrapro Sht Qqq (SQQQ) | 0.0 | $37k | 5.0k | 7.40 |
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| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $37k | +3% | 194.00 | 190.72 |
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| Dell Technologies CL C (DELL) | 0.0 | $37k | +110% | 310.00 | 119.35 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $36k | 1.2k | 30.00 |
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| Broadcom (AVGO) | 0.0 | $36k | +502% | 211.00 | 170.62 |
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| Birks Group Cl A Com (BGI) | 0.0 | $36k | 17k | 2.18 |
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| Starbucks Corporation (SBUX) | 0.0 | $35k | 359.00 | 97.49 |
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| Discover Financial Services (DFS) | 0.0 | $34k | NEW | 243.00 | 139.92 |
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| Qualcomm (QCOM) | 0.0 | $34k | 200.00 | 170.00 |
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| Lululemon Athletica (LULU) | 0.0 | $34k | 125.00 | 272.00 |
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| Bwx Technologies (BWXT) | 0.0 | $34k | +104% | 317.00 | 107.26 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $33k | 198.00 | 166.67 |
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| Celanese Corporation (CE) | 0.0 | $33k | 245.00 | 134.69 |
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| ConAgra Foods (CAG) | 0.0 | $33k | 1.0k | 33.00 |
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| Intel Corporation (INTC) | 0.0 | $33k | -79% | 1.4k | 23.54 |
|
| Pure Cycle Corp Com New (PCYO) | 0.0 | $32k | 3.0k | 10.67 |
|
|
| Extra Space Storage (EXR) | 0.0 | $32k | 177.00 | 180.79 |
|
|
| Biogen Idec (BIIB) | 0.0 | $32k | 167.00 | 191.62 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $32k | 237.00 | 135.02 |
|
|
| Preformed Line Products Company (PLPC) | 0.0 | $32k | +100% | 250.00 | 128.00 |
|
| Southern Company (SO) | 0.0 | $31k | 346.00 | 89.60 |
|
|
| Halozyme Therapeutics (HALO) | 0.0 | $31k | 550.00 | 56.36 |
|
|
| Gamestop Corp Cl A (GME) | 0.0 | $31k | -28% | 1.4k | 22.79 |
|
| Elbit Sys Ord (ESLT) | 0.0 | $30k | 150.00 | 200.00 |
|
|
| Symbotic Class A Com (SYM) | 0.0 | $29k | 1.2k | 24.17 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $29k | 299.00 | 96.99 |
|
|
| Ensign (ENSG) | 0.0 | $29k | -11% | 201.00 | 144.28 |
|
| PNC Financial Services (PNC) | 0.0 | $28k | 150.00 | 186.67 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $28k | -13% | 125.00 | 224.00 |
|
| Cohen & Steers (CNS) | 0.0 | $28k | 288.00 | 97.22 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $27k | +33% | 1.3k | 20.30 |
|
| Stag Industrial (STAG) | 0.0 | $27k | 700.00 | 38.57 |
|
|
| Nike CL B (NKE) | 0.0 | $26k | -44% | 292.00 | 89.04 |
|
| Illinois Tool Works (ITW) | 0.0 | $26k | 100.00 | 260.00 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $25k | 788.00 | 31.73 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $25k | 152.00 | 164.47 |
|
|
| Wingstop (WING) | 0.0 | $25k | 60.00 | 416.67 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $25k | 100.00 | 250.00 |
|
|
| Prologis (PLD) | 0.0 | $25k | 200.00 | 125.00 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $25k | 53.00 | 471.70 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $24k | +333% | 325.00 | 73.85 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $24k | NEW | 850.00 | 28.24 |
|
| Boston Properties (BXP) | 0.0 | $24k | 300.00 | 80.00 |
|
|
| Arcosa (ACA) | 0.0 | $24k | 250.00 | 96.00 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $24k | 83.00 | 289.16 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $24k | 187.00 | 128.34 |
|
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $23k | 175.00 | 131.43 |
|
|
| DTE Energy Company (DTE) | 0.0 | $23k | 180.00 | 127.78 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $23k | 173.00 | 132.95 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $23k | 135.00 | 170.37 |
|
|
| Kroger (KR) | 0.0 | $23k | 404.00 | 56.93 |
|
|
| Valmont Industries (VMI) | 0.0 | $23k | 79.00 | 291.14 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $23k | -83% | 362.00 | 63.54 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $23k | 450.00 | 51.11 |
|
|
| Syros Pharmaceuticals Com New (SYRS) | 0.0 | $23k | NEW | 11k | 2.16 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $23k | 700.00 | 32.86 |
|
|
| Standex Int'l (SXI) | 0.0 | $22k | 123.00 | 178.86 |
|
|
| Ryman Hospitality Pptys (RHP) | 0.0 | $22k | +38% | 207.00 | 106.28 |
|
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.0 | $22k | 509.00 | 43.22 |
|
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $22k | 542.00 | 40.59 |
|
|
| Steris Shs Usd (STE) | 0.0 | $22k | 91.00 | 241.76 |
|
|
| Home BancShares (HOMB) | 0.0 | $21k | 759.00 | 27.67 |
|
|
| Casey's General Stores (CASY) | 0.0 | $21k | 57.00 | 368.42 |
|
|
| Pool Corporation (POOL) | 0.0 | $21k | +27% | 55.00 | 381.82 |
|
| Onto Innovation (ONTO) | 0.0 | $21k | 100.00 | 210.00 |
|
|
| Wix SHS (WIX) | 0.0 | $21k | 123.00 | 170.73 |
|
|
| Carlisle Companies (CSL) | 0.0 | $21k | -25% | 46.00 | 456.52 |
|
| Bentley Sys Com Cl B (BSY) | 0.0 | $20k | +61% | 385.00 | 51.95 |
|
| Shell Spon Ads (SHEL) | 0.0 | $20k | 300.00 | 66.67 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $20k | 300.00 | 66.67 |
|
|
| Transunion (TRU) | 0.0 | $20k | -17% | 190.00 | 105.26 |
|
| Power Integrations (POWI) | 0.0 | $20k | +23% | 307.00 | 65.15 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $20k | 94.00 | 212.77 |
|
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $20k | +20% | 158.00 | 126.58 |
|
| Churchill Downs (CHDN) | 0.0 | $20k | 149.00 | 134.23 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $20k | 5.0k | 4.00 |
|
|
| Air Lease Corp Cl A (AL) | 0.0 | $20k | 438.00 | 45.66 |
|
|
| Morningstar (MORN) | 0.0 | $20k | 62.00 | 322.58 |
|
|
| WESCO International (WCC) | 0.0 | $20k | 119.00 | 168.07 |
|
|
| Universal Display Corporation (OLED) | 0.0 | $20k | 96.00 | 208.33 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $20k | 700.00 | 28.57 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $19k | 375.00 | 50.67 |
|
|
| Tetra Tech (TTEK) | 0.0 | $19k | +249% | 405.00 | 46.91 |
|
| Prosperity Bancshares (PB) | 0.0 | $19k | 270.00 | 70.37 |
|
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $19k | +25% | 112.00 | 169.64 |
|
| UniFirst Corporation (UNF) | 0.0 | $19k | +25% | 94.00 | 202.13 |
|
| Domino's Pizza (DPZ) | 0.0 | $19k | 44.00 | 431.82 |
|
|
| Ufp Industries (UFPI) | 0.0 | $19k | 142.00 | 133.80 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $19k | -17% | 89.00 | 213.48 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $19k | +121% | 374.00 | 50.80 |
|
| Exelixis (EXEL) | 0.0 | $19k | NEW | 750.00 | 25.33 |
|
| Cognex Corporation (CGNX) | 0.0 | $18k | 443.00 | 40.63 |
|
|
| Cubesmart (CUBE) | 0.0 | $18k | 342.00 | 52.63 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $18k | 70.00 | 257.14 |
|
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $18k | +23% | 490.00 | 36.73 |
|
| Apogee Enterprises (APOG) | 0.0 | $18k | NEW | 250.00 | 72.00 |
|
| Marvell Technology (MRVL) | 0.0 | $18k | 250.00 | 72.00 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $18k | NEW | 80.00 | 225.00 |
|
| Travelers Companies (TRV) | 0.0 | $18k | +43% | 76.00 | 236.84 |
|
| Landstar System (LSTR) | 0.0 | $18k | 97.00 | 185.57 |
|
|
| Brunswick Corporation (BC) | 0.0 | $18k | 217.00 | 82.95 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $18k | 101.00 | 178.22 |
|
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $18k | +21% | 395.00 | 45.57 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $18k | 513.00 | 35.09 |
|
|
| Terreno Realty Corporation (TRNO) | 0.0 | $18k | 275.00 | 65.45 |
|
|
| Sealed Air (SEE) | 0.0 | $18k | 488.00 | 36.89 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $17k | 181.00 | 93.92 |
|
|
| Travel Leisure Ord (TNL) | 0.0 | $17k | 379.00 | 44.85 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $17k | 275.00 | 61.82 |
|
|
| Quaker Chemical Corporation (KWR) | 0.0 | $17k | 99.00 | 171.72 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $17k | 37.00 | 459.46 |
|
|
| Chemed Corp Com Stk (CHE) | 0.0 | $17k | 29.00 | 586.21 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $17k | 100.00 | 170.00 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $16k | NEW | 1.8k | 9.14 |
|
| Perrigo SHS (PRGO) | 0.0 | $16k | +21% | 595.00 | 26.89 |
|
| Championx Corp (CHX) | 0.0 | $16k | 541.00 | 29.57 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $16k | 1.1k | 14.32 |
|
|
| Littelfuse (LFUS) | 0.0 | $16k | 61.00 | 262.30 |
|
|
| Allison Transmission Hldngs I (ALSN) | 0.0 | $16k | 165.00 | 96.97 |
|
|
| U.S. Physical Therapy (USPH) | 0.0 | $15k | 178.00 | 84.27 |
|
|
| Boeing Company (BA) | 0.0 | $15k | 101.00 | 148.51 |
|
|
| Tyson Foods Cl A (TSN) | 0.0 | $15k | 250.00 | 60.00 |
|
|
| Nuveen Core Equity Alpha Fund (JCE) | 0.0 | $15k | 1.0k | 15.00 |
|
|
| Firstservice Corp (FSV) | 0.0 | $15k | +95% | 80.00 | 187.50 |
|
| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $15k | -17% | 196.00 | 76.53 |
|
| Matador Resources (MTDR) | 0.0 | $15k | 305.00 | 49.18 |
|
|
| Fidelity Ethereum SHS | 0.0 | $14k | NEW | 520.00 | 26.92 |
|
| Hawaiian Electric Industries (HE) | 0.0 | $14k | 1.5k | 9.53 |
|
|
| Exp World Holdings Inc equities (EXPI) | 0.0 | $14k | 985.00 | 14.21 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $14k | 125.00 | 112.00 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $14k | 100.00 | 140.00 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $14k | +44% | 26.00 | 538.46 |
|
| Shutterstock (SSTK) | 0.0 | $14k | 386.00 | 36.27 |
|
|
| Ready Cap Corp Com reit (RC) | 0.0 | $13k | -37% | 1.7k | 7.65 |
|
| Fluor Corporation (FLR) | 0.0 | $13k | 268.00 | 48.51 |
|
|
| Concentrix Corp (CNXC) | 0.0 | $13k | 244.00 | 53.28 |
|
|
| Cummins (CMI) | 0.0 | $13k | 40.00 | 325.00 |
|
|
| PerkinElmer (RVTY) | 0.0 | $13k | 100.00 | 130.00 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $13k | 250.00 | 52.00 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $13k | 48.00 | 270.83 |
|
|
| Clearsign Combustion (CLIR) | 0.0 | $13k | 16k | 0.83 |
|
|
| Civitas Resources Com New (CIVI) | 0.0 | $12k | 231.00 | 51.95 |
|
|
| Masco Corporation (MAS) | 0.0 | $12k | 148.00 | 81.08 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $12k | NEW | 49.00 | 244.90 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $12k | 33.00 | 363.64 |
|
|
| Ethan Allen Interiors (ETD) | 0.0 | $12k | NEW | 375.00 | 32.00 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $12k | 280.00 | 42.86 |
|
|
| Ameresco Cl A (AMRC) | 0.0 | $11k | 300.00 | 36.67 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $11k | 44.00 | 250.00 |
|
|
| Kennedy-Wilson Holdings (KW) | 0.0 | $11k | 1.0k | 11.00 |
|
|
| Insperity (NSP) | 0.0 | $11k | 125.00 | 88.00 |
|
|
| Innovative Industria A (IIPR) | 0.0 | $11k | NEW | 80.00 | 137.50 |
|
| First Tr Exchange-traded Nasdq Artfcial (ROBT) | 0.0 | $11k | 250.00 | 44.00 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $11k | NEW | 40.00 | 275.00 |
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $11k | 88.00 | 125.00 |
|
|
| Wisdomtree Tr Artificial Intel (WTAI) | 0.0 | $11k | 575.00 | 19.13 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $10k | NEW | 218.00 | 45.87 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $10k | 214.00 | 46.73 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $10k | 35.00 | 285.71 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $10k | 50.00 | 200.00 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $10k | 2.0k | 5.00 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $10k | -28% | 500.00 | 20.00 |
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $10k | 472.00 | 21.19 |
|
|
| MDU Resources (MDU) | 0.0 | $9.0k | NEW | 324.00 | 27.78 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE) | 0.0 | $9.0k | 175.00 | 51.43 |
|
|
| Chewy Cl A (CHWY) | 0.0 | $9.0k | 300.00 | 30.00 |
|
|
| Cabot Corporation (CBT) | 0.0 | $9.0k | NEW | 81.00 | 111.11 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $9.0k | 83.00 | 108.43 |
|
|
| Arhaus Com Cl A (ARHS) | 0.0 | $8.0k | NEW | 647.00 | 12.36 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $8.0k | 193.00 | 41.45 |
|
|
| Westlake Chemical Corporation (WLK) | 0.0 | $8.0k | NEW | 50.00 | 160.00 |
|
| Clearway Energy CL C (CWEN) | 0.0 | $8.0k | 250.00 | 32.00 |
|
|
| Ginkgo Bioworks Holdings Cl A New | 0.0 | $8.0k | NEW | 1.0k | 8.00 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $8.0k | 93.00 | 86.02 |
|
|
| Cdw (CDW) | 0.0 | $8.0k | 35.00 | 228.57 |
|
|
| CNA Financial Corporation (CNA) | 0.0 | $8.0k | NEW | 162.00 | 49.38 |
|
| General Motors Company (GM) | 0.0 | $8.0k | 180.00 | 44.44 |
|
|
| Grayscale Ethereum Tr Eth SHS (ETHE) | 0.0 | $8.0k | NEW | 350.00 | 22.86 |
|
| Smurfit Westrock SHS | 0.0 | $7.0k | NEW | 150.00 | 46.67 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $7.0k | 90.00 | 77.78 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $7.0k | NEW | 68.00 | 102.94 |
|
| Unum (UNM) | 0.0 | $7.0k | NEW | 125.00 | 56.00 |
|
| Clearway Energy Cl A (CWEN.A) | 0.0 | $7.0k | 250.00 | 28.00 |
|
|
| Cigna Corp (CI) | 0.0 | $7.0k | 21.00 | 333.33 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $7.0k | 30.00 | 233.33 |
|
|
| Perdoceo Ed Corp (PRDO) | 0.0 | $7.0k | NEW | 324.00 | 21.60 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $7.0k | +13% | 434.00 | 16.13 |
|
| Under Armour CL C (UA) | 0.0 | $7.0k | 860.00 | 8.14 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $6.0k | 117.00 | 51.28 |
|
|
| Black Hills Corporation (BKH) | 0.0 | $6.0k | NEW | 105.00 | 57.14 |
|
| Williams Companies (WMB) | 0.0 | $6.0k | NEW | 125.00 | 48.00 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $6.0k | 93.00 | 64.52 |
|
|
| International Paper Company (IP) | 0.0 | $5.0k | NEW | 97.00 | 51.55 |
|
| Oge Energy Corp (OGE) | 0.0 | $5.0k | 125.00 | 40.00 |
|
|
| Gilat Satellite Networks Shs New (GILT) | 0.0 | $5.0k | -80% | 1.0k | 5.00 |
|
| Mosaic (MOS) | 0.0 | $5.0k | -96% | 200.00 | 25.00 |
|
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $5.0k | 100.00 | 50.00 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $5.0k | +20% | 6.00 | 833.33 |
|
| Series Portfolios Tr Unusual Whls Dem (NANC) | 0.0 | $5.0k | NEW | 136.00 | 36.76 |
|
| Mag Silver Corp (MAG) | 0.0 | $5.0k | 350.00 | 14.29 |
|
|
| iRobot Corporation (IRBT) | 0.0 | $5.0k | 600.00 | 8.33 |
|
|
| Compass Minerals International (CMP) | 0.0 | $4.0k | 350.00 | 11.43 |
|
|
| Laredo Petroleum (VTLE) | 0.0 | $4.0k | -93% | 150.00 | 26.67 |
|
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.0 | $4.0k | 47.00 | 85.11 |
|
|
| salesforce (CRM) | 0.0 | $4.0k | 15.00 | 266.67 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $4.0k | 53.00 | 75.47 |
|
|
| National Presto Industries (NPK) | 0.0 | $4.0k | 50.00 | 80.00 |
|
|
| EQT Corporation (EQT) | 0.0 | $4.0k | 100.00 | 40.00 |
|
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $4.0k | NEW | 80.00 | 50.00 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $4.0k | NEW | 80.00 | 50.00 |
|
| Best Buy (BBY) | 0.0 | $4.0k | 35.00 | 114.29 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $4.0k | 48.00 | 83.33 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $4.0k | NEW | 89.00 | 44.94 |
|
| Valaris Cl A (VAL) | 0.0 | $4.0k | NEW | 75.00 | 53.33 |
|
| Grayscale Bitcoin Mini Tr Bt SHS | 0.0 | $3.0k | NEW | 450.00 | 6.67 |
|
| Pitney Bowes (PBI) | 0.0 | $3.0k | 451.00 | 6.65 |
|
|
| Ventas (VTR) | 0.0 | $3.0k | 39.00 | 76.92 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $3.0k | NEW | 23.00 | 130.43 |
|
| Portland Gen Elec Com New (POR) | 0.0 | $3.0k | 62.00 | 48.39 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $3.0k | 31.00 | 96.77 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $3.0k | 31.00 | 96.77 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $3.0k | 17.00 | 176.47 |
|
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $3.0k | -30% | 500.00 | 6.00 |
|
| Ford Motor Company (F) | 0.0 | $3.0k | 250.00 | 12.00 |
|
|
| Penn National Gaming (PENN) | 0.0 | $3.0k | 150.00 | 20.00 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $3.0k | NEW | 24.00 | 125.00 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $3.0k | 60.00 | 50.00 |
|
|
| Lee Enterprises (LEE) | 0.0 | $3.0k | 400.00 | 7.50 |
|
|
| Inter Parfums (IPAR) | 0.0 | $3.0k | -78% | 27.00 | 111.11 |
|
| Andersons (ANDE) | 0.0 | $3.0k | 63.00 | 47.62 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $3.0k | NEW | 63.00 | 47.62 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $2.0k | 284.00 | 7.04 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $2.0k | 33.00 | 60.61 |
|
|
| Organon &co Common Stock (OGN) | 0.0 | $2.0k | 83.00 | 24.10 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $2.0k | 28.00 | 71.43 |
|
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $2.0k | 27.00 | 74.07 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $2.0k | 50.00 | 40.00 |
|
|
| Transcontinental Rlty Invs Com New (TCI) | 0.0 | $2.0k | NEW | 80.00 | 25.00 |
|
| Cargurus Com Cl A (CARG) | 0.0 | $2.0k | 64.00 | 31.25 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $2.0k | NEW | 49.00 | 40.82 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $2.0k | 99.00 | 20.20 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $2.0k | 55.00 | 36.36 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $2.0k | 306.00 | 6.54 |
|
|
| Clean Energy Fuels (CLNE) | 0.0 | $1.0k | 220.00 | 4.55 |
|
|
| Beyond Meat (BYND) | 0.0 | $1.0k | 115.00 | 8.70 |
|
|
| Viatris (VTRS) | 0.0 | $1.0k | 84.00 | 11.90 |
|
|
| Tecnoglass Ord Shs (TGLS) | 0.0 | $1.0k | NEW | 15.00 | 66.67 |
|
| CenterPoint Energy (CNP) | 0.0 | $1.0k | 25.00 | 40.00 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $1.0k | 4.00 | 250.00 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.0k | 8.00 | 125.00 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $1.0k | NEW | 8.00 | 125.00 |
|
| Stitch Fix Com Cl A (SFIX) | 0.0 | $1.0k | 200.00 | 5.00 |
|
|
| Lifemd (LFMD) | 0.0 | $1.0k | -50% | 200.00 | 5.00 |
|
| Sentinelone Cl A (S) | 0.0 | $1.0k | NEW | 40.00 | 25.00 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $999.999900 | 3.00 | 333.33 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $999.999900 | NEW | 9.00 | 111.11 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $999.999600 | NEW | 12.00 | 83.33 |
|
| Adeia (ADEA) | 0.0 | $999.999400 | 43.00 | 23.26 |
|
|
| Snap Cl A (SNAP) | 0.0 | $999.999000 | 77.00 | 12.99 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $999.999000 | +16% | 35.00 | 28.57 |
|
| Listed Fd Tr Roundhill Sports (BETZ) | 0.0 | $999.998000 | 62.00 | 16.13 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $999.997800 | 51.00 | 19.61 |
|
|
| Geron Corporation (GERN) | 0.0 | $999.990000 | 300.00 | 3.33 |
|
|
| Vyne Therapeutics (VYNE) | 0.0 | $999.985000 | 350.00 | 2.86 |
|
|
| Grayscale Ethereum Mini Tr E Com Unit | 0.0 | $999.985000 | NEW | 350.00 | 2.86 |
|
| Mattel (MAT) | 0.0 | $0 | 5.00 | 0.00 |
|
|
| Target Corporation (TGT) | 0.0 | $0 | 2.00 | 0.00 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| Opko Health (OPK) | 0.0 | $0 | 100.00 | 0.00 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $0 | NEW | 2.00 | 0.00 |
|
| Citigroup Com New (C) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| News Corp Cl A (NWSA) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $0 | 7.00 | 0.00 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $0 | NEW | 5.00 | 0.00 |
|
| Tilray (TLRY) | 0.0 | $0 | 5.00 | 0.00 |
|
|
| Lendingclub Corp Com New (LC) | 0.0 | $0 | 20.00 | 0.00 |
|
|
| Xpeng Ads (XPEV) | 0.0 | $0 | 25.00 | 0.00 |
|
|
| Lemonade (LMND) | 0.0 | $0 | 21.00 | 0.00 |
|
|
| Marathon Digital Holdings In (MARA) | 0.0 | $0 | 25.00 | 0.00 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $0 | 50.00 | 0.00 |
|
|
| Xperi Common Stock (XPER) | 0.0 | $0 | 17.00 | 0.00 |
|
|
| Foresight Autonomous Hldgs L Sponsored Adr (FRSX) | 0.0 | $0 | 50.00 | 0.00 |
|
|
| American Well Corp Com Cl A New (AMWL) | 0.0 | $0 | NEW | 7.00 | 0.00 |
|
Past Filings by Centerpoint Advisors
SEC 13F filings are viewable for Centerpoint Advisors going back to 2017
- 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
- Centerpoint Advisors 2021 Q4 filed Jan. 14, 2022
- Centerpoint Advisors 2021 Q3 filed Oct. 25, 2021
- Centerpoint Advisors 2021 Q2 filed July 26, 2021
- Centerpoint Advisors 2021 Q1 filed April 23, 2021
- Centerpoint Advisors 2020 Q4 filed Jan. 22, 2021