Centerpoint Advisors
Latest statistics and disclosures from Centerpoint Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, QUAL, IJH, IWB, IJR, and represent 53.69% of Centerpoint Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH, MU, IVV, PLTR, BATT, FBTC, QUAL, AZN, QQQ, MRVL.
- Started 24 new stock positions in NSSC, MRVL, EE, MLCO, SNX, DBMF, VIG, AZN, EQX, SFBS. Foresight Autonomous Hldgs L, AYI, VLTO, MU, VSNT, IGF, VRTS, Clearsign Technologies Corp, PTEN, BATT, PEGA, RNA, TLT, TPB.
- Reduced shares in these 10 stocks: IJR, VRE, IWB, SKYH, WMT, MSFT, EBAY, JNJ, NVDA, AMAT.
- Sold out of its positions in Air Lease Corp, ALUR, AstraZeneca, Avidity Biosciences Ord, CAKE, CLIR, CAG, EBAY, FDS, FRSX.
- Centerpoint Advisors was a net seller of stock by $-6.7M.
- Centerpoint Advisors has $307M in assets under management (AUM), dropping by -5.45%.
- Central Index Key (CIK): 0001733788
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Portfolio Holdings for Centerpoint Advisors
Centerpoint Advisors holds 414 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 27.3 | $84M | 128k | 653.21 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 8.3 | $26M | 133k | 191.81 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 7.2 | $22M | +11% | 328k | 67.53 |
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| Ishares Tr Rus 1000 Etf (IWB) | 6.3 | $19M | -5% | 54k | 356.55 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.6 | $14M | -9% | 114k | 124.31 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.1 | $13M | 111k | 113.11 |
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| Apple (AAPL) | 3.7 | $11M | 45k | 253.79 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $8.2M | 29k | 286.85 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.6 | $8.1M | 39k | 211.15 |
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| Microsoft Corporation (MSFT) | 2.5 | $7.8M | -7% | 21k | 370.16 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 2.0 | $6.3M | 62k | 100.61 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $5.8M | 20k | 287.58 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 1.9 | $5.8M | 40k | 144.71 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.4 | $4.3M | 32k | 132.51 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.4 | $4.2M | 36k | 118.45 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $4.1M | 46k | 90.52 |
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| NVIDIA Corporation (NVDA) | 0.9 | $2.8M | -8% | 16k | 174.38 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $2.6M | 90k | 29.08 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.8 | $2.6M | 84k | 30.96 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $2.4M | 17k | 142.44 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.8 | $2.3M | 31k | 76.35 |
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| Amazon (AMZN) | 0.6 | $1.8M | -6% | 8.8k | 208.21 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.4M | 1.6k | 919.59 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.4M | -10% | 4.7k | 294.11 |
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| Visa Com Cl A (V) | 0.4 | $1.4M | 4.5k | 302.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.4M | 2.8k | 479.20 |
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| Meta Platforms Cl A (META) | 0.4 | $1.4M | 2.4k | 572.33 |
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| Applied Materials (AMAT) | 0.4 | $1.4M | -13% | 4.0k | 341.67 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.2M | 1.9k | 650.40 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.4 | $1.2M | 12k | 97.94 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.4 | $1.1M | 20k | 56.60 |
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| American Express Company (AXP) | 0.4 | $1.1M | -3% | 3.8k | 302.59 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $1.1M | -2% | 5.5k | 205.78 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.1M | -4% | 1.1k | 996.44 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.0M | -24% | 4.2k | 244.31 |
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| Oracle Corporation (ORCL) | 0.3 | $999k | 6.8k | 147.04 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $990k | 2.0k | 491.32 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $930k | -5% | 5.5k | 169.74 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $787k | 8.1k | 97.14 |
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| TJX Companies (TJX) | 0.2 | $765k | 4.8k | 159.71 |
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| Eversource Energy (ES) | 0.2 | $761k | 11k | 69.29 |
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| Goldman Sachs (GS) | 0.2 | $730k | 863.00 | 845.89 |
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| Air Products & Chemicals (APD) | 0.2 | $714k | 2.5k | 290.36 |
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| Home Depot (HD) | 0.2 | $628k | 1.9k | 328.97 |
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| Ishares Tr Global Energ Etf (IXC) | 0.2 | $620k | +2% | 11k | 57.64 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $580k | 1.2k | 500.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $577k | 1.8k | 320.56 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $532k | 17k | 30.69 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $516k | -24% | 1.2k | 430.36 |
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| Stryker Corporation (SYK) | 0.2 | $493k | 1.5k | 328.67 |
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| Analog Devices (ADI) | 0.2 | $477k | -25% | 1.5k | 318.00 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $467k | 6.9k | 68.18 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $464k | 2.2k | 213.82 |
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| Rockwell Automation (ROK) | 0.1 | $449k | 1.3k | 359.20 |
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| Snap-on Incorporated (SNA) | 0.1 | $435k | 1.2k | 363.41 |
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| Philip Morris International (PM) | 0.1 | $428k | -24% | 2.6k | 165.38 |
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| Northeast Bk Lewiston Me (NBN) | 0.1 | $410k | -2% | 3.7k | 112.33 |
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| Public Service Enterprise (PEG) | 0.1 | $407k | 5.0k | 81.00 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $400k | +33% | 6.8k | 59.06 |
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| Nextera Energy (NEE) | 0.1 | $396k | 4.3k | 92.81 |
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| Motorola Solutions Com New (MSI) | 0.1 | $390k | 898.00 | 434.30 |
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| Procter & Gamble Company (PG) | 0.1 | $370k | 2.6k | 144.36 |
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| S&p Global (SPGI) | 0.1 | $339k | -7% | 797.00 | 425.35 |
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| Micron Technology (MU) | 0.1 | $338k | NEW | 1.0k | 338.00 |
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| UnitedHealth (UNH) | 0.1 | $337k | 1.2k | 270.25 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $335k | +54% | 2.3k | 146.16 |
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| Abbvie (ABBV) | 0.1 | $321k | -16% | 1.5k | 217.19 |
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| Spdr Series Trust State Street Spd (MDYV) | 0.1 | $310k | -3% | 3.6k | 85.19 |
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| Altria (MO) | 0.1 | $305k | -17% | 4.6k | 65.96 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $295k | 1.5k | 196.67 |
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| Spdr Series Trust State Street Spd (MDYG) | 0.1 | $289k | -3% | 3.0k | 95.92 |
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| Ge Aerospace Com New (GE) | 0.1 | $287k | 1.0k | 283.60 |
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| Pepsi (PEP) | 0.1 | $286k | 1.8k | 155.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $283k | 473.00 | 598.31 |
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| Boston Scientific Corporation (BSX) | 0.1 | $251k | 4.0k | 62.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $238k | +32% | 412.00 | 577.67 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $238k | 1.5k | 155.25 |
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| Danaher Corporation (DHR) | 0.1 | $237k | 1.3k | 189.60 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $231k | 1.1k | 213.89 |
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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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| Ge Vernova (GEV) | 0.1 | $216k | 247.00 | 874.49 |
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| Walt Disney Company (DIS) | 0.1 | $216k | +7% | 2.2k | 96.51 |
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| American Tower Reit (AMT) | 0.1 | $201k | 1.2k | 172.53 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $190k | 780.00 | 243.59 |
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| Tesla Motors (TSLA) | 0.1 | $185k | +17% | 497.00 | 372.23 |
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| IDEX Corporation (IEX) | 0.1 | $182k | 958.00 | 189.98 |
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| Netflix (NFLX) | 0.1 | $180k | 1.9k | 96.21 |
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| Spdr Index Shs Fds State Street Spd (FEZ) | 0.1 | $178k | 2.9k | 62.24 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $171k | +2% | 3.1k | 55.65 |
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| At&t (T) | 0.1 | $169k | 5.8k | 28.91 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $169k | +10% | 1.7k | 99.35 |
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| Cisco Systems (CSCO) | 0.1 | $169k | 2.2k | 77.52 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $166k | -6% | 1.7k | 96.79 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $163k | -6% | 1.7k | 94.55 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $160k | 375.00 | 426.67 |
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| Honeywell International (HON) | 0.1 | $159k | 705.00 | 225.53 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $157k | -27% | 259.00 | 606.18 |
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| Caterpillar (CAT) | 0.0 | $152k | 215.00 | 706.98 |
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| Jacobs Engineering Group (J) | 0.0 | $146k | 1.2k | 126.85 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $144k | 3.2k | 44.66 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $143k | 2.3k | 61.37 |
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| Bank of America Corporation (BAC) | 0.0 | $132k | 2.7k | 48.89 |
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| Wells Fargo & Company (WFC) | 0.0 | $132k | 1.7k | 79.85 |
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| Newmont Mining Corporation (NEM) | 0.0 | $130k | -8% | 1.2k | 108.24 |
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| AutoZone (AZO) | 0.0 | $128k | 38.00 | 3368.42 |
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| Merck & Co (MRK) | 0.0 | $125k | 1.0k | 120.77 |
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| Abbott Laboratories (ABT) | 0.0 | $120k | 1.2k | 102.83 |
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| International Business Machines (IBM) | 0.0 | $117k | 481.00 | 243.24 |
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| Medtronic SHS (MDT) | 0.0 | $115k | -15% | 1.3k | 86.79 |
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| Lowe's Companies (LOW) | 0.0 | $114k | 482.00 | 236.51 |
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| Kla Corp Com New (KLAC) | 0.0 | $108k | 73.00 | 1479.45 |
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| Consolidated Edison (ED) | 0.0 | $106k | 935.00 | 113.37 |
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| Hca Holdings (HCA) | 0.0 | $105k | 222.00 | 472.97 |
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| Amplify Etf Tr Amplify Lithium (BATT) | 0.0 | $104k | NEW | 7.0k | 14.86 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $102k | +9% | 1.2k | 82.66 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $97k | 737.00 | 131.61 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $95k | +5% | 2.2k | 42.39 |
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| Broadcom (AVGO) | 0.0 | $93k | 300.00 | 310.00 |
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| W.W. Grainger (GWW) | 0.0 | $91k | 83.00 | 1096.39 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $91k | 471.00 | 193.21 |
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| Linde SHS (LIN) | 0.0 | $90k | 182.00 | 494.51 |
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| Astrazeneca Ord (AZN) | 0.0 | $89k | NEW | 450.00 | 197.78 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $89k | 1.0k | 87.77 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $88k | +28% | 621.00 | 141.71 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $86k | 1.1k | 76.85 |
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| Elbit Sys Ord (ESLT) | 0.0 | $85k | 100.00 | 850.00 |
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| Waste Management (WM) | 0.0 | $85k | 370.00 | 229.73 |
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| Cintas Corporation (CTAS) | 0.0 | $85k | 505.00 | 168.32 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $84k | 1.5k | 56.83 |
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| Eaton Corp SHS (ETN) | 0.0 | $81k | 226.00 | 358.41 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $79k | 500.00 | 158.00 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $79k | -42% | 1.4k | 58.52 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $77k | 1.0k | 77.00 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $72k | 553.00 | 130.20 |
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| 3M Company (MMM) | 0.0 | $69k | 475.00 | 145.26 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $69k | 600.00 | 115.00 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $69k | +6% | 630.00 | 109.52 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $67k | 1.7k | 39.41 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $64k | 460.00 | 139.13 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $64k | -14% | 1.1k | 58.55 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $63k | +11% | 782.00 | 80.56 |
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| Intercontinental Exchange (ICE) | 0.0 | $63k | -15% | 400.00 | 157.50 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $62k | 385.00 | 161.04 |
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| Hexcel Corporation (HXL) | 0.0 | $62k | 772.00 | 80.31 |
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| Progressive Corporation (PGR) | 0.0 | $62k | 311.00 | 199.36 |
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| Simon Property (SPG) | 0.0 | $61k | 327.00 | 186.54 |
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| Alcon Ord Shs (ALC) | 0.0 | $60k | 795.00 | 75.47 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $59k | 629.00 | 93.80 |
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| Capital One Financial (COF) | 0.0 | $58k | 319.00 | 181.82 |
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| Totalenergies Se Act | 0.0 | $56k | 600.00 | 93.33 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $55k | 500.00 | 110.00 |
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| Colgate-Palmolive Company (CL) | 0.0 | $55k | 647.00 | 85.01 |
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| Fifth Third Ban (FITB) | 0.0 | $54k | -13% | 1.2k | 46.35 |
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| Ivanhoe Electric (IE) | 0.0 | $53k | +3% | 4.5k | 11.78 |
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| Wal-Mart Stores (WMT) | 0.0 | $53k | -93% | 428.00 | 123.83 |
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| Booking Holdings (BKNG) | 0.0 | $51k | 12.00 | 4250.00 |
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| Intel Corporation (INTC) | 0.0 | $51k | 1.2k | 44.27 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $50k | -5% | 711.00 | 70.32 |
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| Chevron Corporation (CVX) | 0.0 | $49k | -67% | 238.00 | 205.88 |
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| Edison International (EIX) | 0.0 | $45k | 615.00 | 73.17 |
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| Coca-Cola Company (KO) | 0.0 | $44k | 584.00 | 75.34 |
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| Global X Fds Global X Uranium (URA) | 0.0 | $41k | 850.00 | 48.24 |
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| Southern Company (SO) | 0.0 | $40k | 417.00 | 95.92 |
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| Marvell Technology (MRVL) | 0.0 | $40k | NEW | 400.00 | 100.00 |
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| Palo Alto Networks (PANW) | 0.0 | $39k | 244.00 | 159.84 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $39k | 87.00 | 448.28 |
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| McDonald's Corporation (MCD) | 0.0 | $39k | -40% | 126.00 | 309.52 |
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| PNC Financial Services (PNC) | 0.0 | $39k | 188.00 | 207.45 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $39k | -10% | 402.00 | 97.01 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $38k | 500.00 | 76.00 |
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| Servicenow (NOW) | 0.0 | $37k | 350.00 | 105.71 |
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| Zoetis Cl A (ZTS) | 0.0 | $37k | 315.00 | 117.46 |
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| Ameresco Cl A (AMRC) | 0.0 | $36k | 1.4k | 25.71 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $36k | 269.00 | 133.83 |
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| Halozyme Therapeutics (HALO) | 0.0 | $35k | 545.00 | 64.22 |
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| Ferrari Nv Ord (RACE) | 0.0 | $34k | 100.00 | 340.00 |
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| MetLife (MET) | 0.0 | $33k | 464.00 | 71.12 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $33k | 500.00 | 66.00 |
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| Marriott Intl Cl A (MAR) | 0.0 | $33k | 100.00 | 330.00 |
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| Beta Technologies Com Shs Cl A (BETA) | 0.0 | $33k | +41% | 2.3k | 14.54 |
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| Verizon Communications (VZ) | 0.0 | $32k | -75% | 637.00 | 50.24 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $32k | +19% | 675.00 | 47.41 |
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| Gamestop Corp Cl A (GME) | 0.0 | $31k | 1.4k | 22.79 |
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| T Rowe Price Etf Price Div Grwt (TDVG) | 0.0 | $30k | -24% | 683.00 | 43.92 |
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| Public Storage (PSA) | 0.0 | $30k | 111.00 | 270.27 |
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| Pure Cycle Corp Com New (PCYO) | 0.0 | $30k | 3.0k | 10.00 |
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| ConocoPhillips (COP) | 0.0 | $30k | -81% | 228.00 | 131.58 |
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| Copart (CPRT) | 0.0 | $30k | 910.00 | 32.97 |
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| A. O. Smith Corporation (AOS) | 0.0 | $29k | 435.00 | 66.67 |
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| Kroger (KR) | 0.0 | $29k | 404.00 | 71.78 |
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| Ensign (ENSG) | 0.0 | $29k | -15% | 143.00 | 202.80 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $29k | 1.0k | 27.86 |
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| Galaxy Digital Cl A (GLXY) | 0.0 | $28k | 1.5k | 18.67 |
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| Extra Space Storage (EXR) | 0.0 | $28k | 215.00 | 130.23 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $28k | 225.00 | 124.44 |
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| PriceSmart (PSMT) | 0.0 | $27k | 178.00 | 151.69 |
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| Enterprise Products Partners (EPD) | 0.0 | $26k | 700.00 | 37.14 |
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| First Tr Exchange-traded SHS (QTEC) | 0.0 | $26k | 120.00 | 216.67 |
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| Illinois Tool Works (ITW) | 0.0 | $26k | 100.00 | 260.00 |
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| Metropcs Communications (TMUS) | 0.0 | $26k | -37% | 125.00 | 208.00 |
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| Rocket Lab Corp (RKLB) | 0.0 | $26k | +33% | 400.00 | 65.00 |
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| DTE Energy Company (DTE) | 0.0 | $26k | 180.00 | 144.44 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $26k | 314.00 | 82.80 |
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| Matador Resources (MTDR) | 0.0 | $25k | -18% | 397.00 | 62.97 |
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| Valmont Industries (VMI) | 0.0 | $25k | 63.00 | 396.83 |
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| Automatic Data Processing (ADP) | 0.0 | $25k | 125.00 | 200.00 |
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| WESCO International (WCC) | 0.0 | $25k | -21% | 93.00 | 268.82 |
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| Littelfuse (LFUS) | 0.0 | $25k | -23% | 75.00 | 333.33 |
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| Union Pacific Corporation (UNP) | 0.0 | $25k | 102.00 | 245.10 |
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| LeMaitre Vascular (LMAT) | 0.0 | $25k | 228.00 | 109.65 |
|
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| Emerson Electric (EMR) | 0.0 | $25k | 190.00 | 131.58 |
|
|
| Putnam Etf Trust Franklin Massach (FTMA) | 0.0 | $24k | 2.7k | 8.89 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $24k | 1.0k | 24.00 |
|
|
| Nvent Elec SHS (NVT) | 0.0 | $24k | 207.00 | 115.94 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $23k | 300.00 | 76.67 |
|
|
| United Parcel Svcs CL B (UPS) | 0.0 | $23k | 229.00 | 100.44 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $23k | 117.00 | 196.58 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $23k | 700.00 | 32.86 |
|
|
| Caretrust Reit (CTRE) | 0.0 | $22k | 588.00 | 37.41 |
|
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $22k | -29% | 331.00 | 66.47 |
|
| Aaon Com Par $0.004 (AAON) | 0.0 | $22k | 260.00 | 84.62 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $22k | 84.00 | 261.90 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $22k | 275.00 | 80.00 |
|
|
| Travel Leisure Ord (TNL) | 0.0 | $22k | -14% | 320.00 | 68.75 |
|
| Clear Secure Com Cl A (YOU) | 0.0 | $22k | -35% | 456.00 | 48.25 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $22k | 837.00 | 26.28 |
|
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $21k | 944.00 | 22.25 |
|
|
| Power Integrations (POWI) | 0.0 | $21k | 412.00 | 50.97 |
|
|
| Sealed Air | 0.0 | $21k | 488.00 | 43.03 |
|
|
| Perdoceo Ed Corp (PRDO) | 0.0 | $21k | +24% | 560.00 | 37.50 |
|
| Reliance Steel & Aluminum (RS) | 0.0 | $21k | 69.00 | 304.35 |
|
|
| Cognex Corporation (CGNX) | 0.0 | $21k | 438.00 | 47.95 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $21k | +21% | 219.00 | 95.89 |
|
| Home BancShares (HOMB) | 0.0 | $20k | 748.00 | 26.74 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $20k | 683.00 | 29.28 |
|
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $20k | 275.00 | 72.73 |
|
|
| Standex Int'l (SXI) | 0.0 | $20k | 79.00 | 253.16 |
|
|
| Terreno Realty Corporation (TRNO) | 0.0 | $20k | 326.00 | 61.35 |
|
|
| Royal Gold (RGLD) | 0.0 | $20k | -18% | 80.00 | 250.00 |
|
| Steris Shs Usd (STE) | 0.0 | $20k | 90.00 | 222.22 |
|
|
| Citigroup Com New (C) | 0.0 | $20k | 175.00 | 114.29 |
|
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $20k | 156.00 | 128.21 |
|
|
| AZZ Incorporated (AZZ) | 0.0 | $20k | 156.00 | 128.21 |
|
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $20k | 150.00 | 133.33 |
|
|
| Brunswick Corporation (BC) | 0.0 | $20k | 269.00 | 74.35 |
|
|
| Ryman Hospitality Pptys (RHP) | 0.0 | $19k | 204.00 | 93.14 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $19k | 98.00 | 193.88 |
|
|
| Churchill Downs (CHDN) | 0.0 | $19k | +22% | 215.00 | 88.37 |
|
| Lululemon Athletica (LULU) | 0.0 | $19k | 125.00 | 152.00 |
|
|
| Hp (HPQ) | 0.0 | $19k | 1.0k | 19.00 |
|
|
| Casey's General Stores (CASY) | 0.0 | $19k | -27% | 26.00 | 730.77 |
|
| Landstar System (LSTR) | 0.0 | $19k | 120.00 | 158.33 |
|
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $18k | 434.00 | 41.47 |
|
|
| Bentley Sys Com Cl B (BSY) | 0.0 | $18k | +33% | 508.00 | 35.43 |
|
| Transunion (TRU) | 0.0 | $18k | 259.00 | 69.50 |
|
|
| KBR (KBR) | 0.0 | $18k | +18% | 479.00 | 37.58 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $18k | 117.00 | 153.85 |
|
|
| Deere & Company (DE) | 0.0 | $18k | 31.00 | 580.65 |
|
|
| Carlisle Companies (CSL) | 0.0 | $18k | 55.00 | 327.27 |
|
|
| Morningstar (MORN) | 0.0 | $18k | +37% | 109.00 | 165.14 |
|
| Napco Security Systems (NSSC) | 0.0 | $18k | NEW | 452.00 | 39.82 |
|
| Universal Display Corporation (OLED) | 0.0 | $18k | +20% | 191.00 | 94.24 |
|
| Prosperity Bancshares (PB) | 0.0 | $18k | 267.00 | 67.42 |
|
|
| Servisfirst Bancshares (SFBS) | 0.0 | $18k | NEW | 254.00 | 70.87 |
|
| U.S. Physical Therapy (USPH) | 0.0 | $17k | 224.00 | 75.89 |
|
|
| Firstservice Corp (FSV) | 0.0 | $17k | +23% | 121.00 | 140.50 |
|
| Patrick Industries (PATK) | 0.0 | $17k | +88% | 153.00 | 111.11 |
|
| Primerica (PRI) | 0.0 | $17k | 67.00 | 253.73 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $17k | 2.1k | 8.10 |
|
|
| Wisdomtree Tr Artificial Intel (WTAI) | 0.0 | $16k | 575.00 | 27.83 |
|
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $16k | 410.00 | 39.02 |
|
|
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.0 | $16k | +28% | 195.00 | 82.05 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $16k | -14% | 63.00 | 253.97 |
|
| Domino's Pizza (DPZ) | 0.0 | $16k | 44.00 | 363.64 |
|
|
| salesforce (CRM) | 0.0 | $16k | 86.00 | 186.05 |
|
|
| Hamilton Lane Cl A (HLNE) | 0.0 | $16k | 163.00 | 98.16 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $16k | NEW | 184.00 | 86.96 |
|
| CMS Energy Corporation (CMS) | 0.0 | $16k | 203.00 | 78.82 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $16k | +22% | 166.00 | 96.39 |
|
| Boston Properties (BXP) | 0.0 | $16k | 300.00 | 53.33 |
|
|
| Nike CL B (NKE) | 0.0 | $15k | 292.00 | 51.37 |
|
|
| Uber Technologies (UBER) | 0.0 | $15k | 210.00 | 71.43 |
|
|
| Chemed Corp Com Stk (CHE) | 0.0 | $15k | 41.00 | 365.85 |
|
|
| 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 |
|
|
| Gilat Satellite Networks Shs New (GILT) | 0.0 | $15k | 1.0k | 15.00 |
|
|
| Nuveen Core Equity Alpha Fund (JCE) | 0.0 | $15k | 1.0k | 15.00 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $15k | 2.5k | 6.00 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $15k | 100.00 | 150.00 |
|
|
| Fidelity Ethereum SHS (FETH) | 0.0 | $14k | -5% | 690.00 | 20.29 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $14k | 184.00 | 76.09 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $14k | 200.00 | 70.00 |
|
|
| SYNNEX Corporation (SNX) | 0.0 | $14k | NEW | 81.00 | 172.84 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $13k | +40% | 350.00 | 37.14 |
|
| Pegasystems (PEGA) | 0.0 | $13k | NEW | 304.00 | 42.76 |
|
| Fluor Corporation (FLR) | 0.0 | $13k | 268.00 | 48.51 |
|
|
| Wingstop (WING) | 0.0 | $13k | 86.00 | 151.16 |
|
|
| Boeing Company (BA) | 0.0 | $13k | -60% | 64.00 | 203.12 |
|
| Aptar (ATR) | 0.0 | $13k | 105.00 | 123.81 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $13k | 175.00 | 74.29 |
|
|
| Ufp Industries (UFPI) | 0.0 | $13k | 140.00 | 92.86 |
|
|
| Excelerate Energy Cl A Com (EE) | 0.0 | $13k | NEW | 398.00 | 32.66 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $12k | 165.00 | 72.73 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $12k | 34.00 | 352.94 |
|
|
| McKesson Corporation (MCK) | 0.0 | $12k | 14.00 | 857.14 |
|
|
| Compass Minerals International (CMP) | 0.0 | $12k | 500.00 | 24.00 |
|
|
| First Tr Exchange Traded Nasdq Artfcial (ROBT) | 0.0 | $12k | 250.00 | 48.00 |
|
|
| Tamboran Res Corp (TBN) | 0.0 | $12k | 250.00 | 48.00 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $11k | 16.00 | 687.50 |
|
|
| Pool Corporation (POOL) | 0.0 | $11k | 55.00 | 200.00 |
|
|
| Symbotic Class A Com (SYM) | 0.0 | $11k | 200.00 | 55.00 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $11k | 500.00 | 22.00 |
|
|
| 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 |
|
|
| Turning Pt Brands (TPB) | 0.0 | $10k | NEW | 113.00 | 88.50 |
|
| Amgen (AMGN) | 0.0 | $10k | 28.00 | 357.14 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $10k | 22.00 | 454.55 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $10k | +33% | 20.00 | 500.00 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $10k | 30.00 | 333.33 |
|
|
| Concentrix Corp (CNXC) | 0.0 | $9.0k | 347.00 | 25.94 |
|
|
| PerkinElmer (RVTY) | 0.0 | $9.0k | 100.00 | 90.00 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $8.0k | 102.00 | 78.43 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $8.0k | +19% | 175.00 | 45.71 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $8.0k | 75.00 | 106.67 |
|
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $8.0k | -59% | 45.00 | 177.78 |
|
| Williams Companies (WMB) | 0.0 | $8.0k | 109.00 | 73.39 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $8.0k | 42.00 | 190.48 |
|
|
| Synopsys (SNPS) | 0.0 | $8.0k | 20.00 | 400.00 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $8.0k | 20.00 | 400.00 |
|
|
| Cigna Corp (CI) | 0.0 | $8.0k | 31.00 | 258.06 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $8.0k | -5% | 409.00 | 19.56 |
|
| Gilead Sciences (GILD) | 0.0 | $8.0k | 56.00 | 142.86 |
|
|
| EOG Resources (EOG) | 0.0 | $8.0k | 54.00 | 148.15 |
|
|
| Clearsign Technologies Corp Com New | 0.0 | $7.0k | NEW | 1.6k | 4.49 |
|
| Acuity Brands (AYI) | 0.0 | $7.0k | NEW | 24.00 | 291.67 |
|
| Constellation Energy (CEG) | 0.0 | $7.0k | 26.00 | 269.23 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $7.0k | 77.00 | 90.91 |
|
|
| Corning Incorporated (GLW) | 0.0 | $7.0k | 50.00 | 140.00 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $7.0k | 140.00 | 50.00 |
|
|
| Equinox Gold Corp equities (EQX) | 0.0 | $7.0k | NEW | 500.00 | 14.00 |
|
| Kenvue (KVUE) | 0.0 | $7.0k | 400.00 | 17.50 |
|
|
| Blackrock (BLK) | 0.0 | $7.0k | 7.00 | 1000.00 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $7.0k | 33.00 | 212.12 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $7.0k | 36.00 | 194.44 |
|
|
| Newsmax Com Shs Class B (NMAX) | 0.0 | $7.0k | 1.4k | 5.16 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $6.0k | 20.00 | 300.00 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE) | 0.0 | $6.0k | 100.00 | 60.00 |
|
|
| Qualcomm (QCOM) | 0.0 | $6.0k | 45.00 | 133.33 |
|
|
| Under Armour CL C (UA) | 0.0 | $5.0k | 860.00 | 5.81 |
|
|
| Helix Energy Solutions (HLX) | 0.0 | $5.0k | 500.00 | 10.00 |
|
|
| Mosaic (MOS) | 0.0 | $5.0k | 200.00 | 25.00 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $5.0k | -33% | 4.00 | 1250.00 |
|
| Fiserv (FISV) | 0.0 | $5.0k | 84.00 | 59.52 |
|
|
| Hawaiian Electric Industries (HE) | 0.0 | $5.0k | 310.00 | 16.13 |
|
|
| Kkr & Co (KKR) | 0.0 | $4.0k | 45.00 | 88.89 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $4.0k | 22.00 | 181.82 |
|
|
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $4.0k | 100.00 | 40.00 |
|
|
| Cdw (CDW) | 0.0 | $4.0k | 35.00 | 114.29 |
|
|
| Ventas (VTR) | 0.0 | $3.0k | 39.00 | 76.92 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $3.0k | 17.00 | 176.47 |
|
|
| Pharvaris N V (PHVS) | 0.0 | $3.0k | 100.00 | 30.00 |
|
|
| Ready Cap Corp Com reit (RC) | 0.0 | $3.0k | 1.7k | 1.76 |
|
|
| Upstart Hldgs (UPST) | 0.0 | $2.0k | 75.00 | 26.67 |
|
|
| Best Buy (BBY) | 0.0 | $2.0k | 35.00 | 57.14 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $2.0k | 33.00 | 60.61 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $2.0k | +322% | 38.00 | 52.63 |
|
| Virtus Investment Partners (VRTS) | 0.0 | $2.0k | NEW | 12.00 | 166.67 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $2.0k | NEW | 7.00 | 285.71 |
|
| Nio Spon Ads (NIO) | 0.0 | $2.0k | 250.00 | 8.00 |
|
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $2.0k | 125.00 | 16.00 |
|
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $2.0k | NEW | 80.00 | 25.00 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $2.0k | NEW | 18.00 | 111.11 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $2.0k | NEW | 23.00 | 86.96 |
|
| Amentum Holdings (AMTM) | 0.0 | $2.0k | 69.00 | 28.99 |
|
|
| Clean Energy Fuels (CLNE) | 0.0 | $1.0k | 220.00 | 4.55 |
|
|
| Pfizer (PFE) | 0.0 | $1.0k | 52.00 | 19.23 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $1.0k | 18.00 | 55.56 |
|
|
| Ford Motor Company (F) | 0.0 | $1.0k | 50.00 | 20.00 |
|
|
| Patterson-UTI Energy (PTEN) | 0.0 | $1.0k | NEW | 50.00 | 20.00 |
|
| 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 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $1.0k | -33% | 50.00 | 20.00 |
|
| Starbucks Corporation (SBUX) | 0.0 | $999.999900 | 9.00 | 111.11 |
|
|
| State Str Spdr Dow Jones Ind 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 |
|
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $999.999000 | NEW | 26.00 | 38.46 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $999.997800 | 51.00 | 19.61 |
|
|
| Gamestop Corp *w Exp 10/30/202 (GME.WS) | 0.0 | $999.994400 | 136.00 | 7.35 |
|
|
| Birks Group Cl A Com (BGI) | 0.0 | $999.950000 | 1.8k | 0.57 |
|
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $0 | NEW | 50.00 | 0.00 |
|
| Mattel (MAT) | 0.0 | $0 | 5.00 | 0.00 |
|
|
| Target Corporation (TGT) | 0.0 | $0 | 2.00 | 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 | 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 |
|
|
| 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 |
|
|
| 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 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $0 | 25.00 | 0.00 |
|
|
| Organon &co Common Stock (OGN) | 0.0 | $0 | 20.00 | 0.00 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $0 | 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 | 220.00 | 0.00 |
|
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $0 | 12.00 | 0.00 |
|
|
| Atrium Therapeutics (RNA) | 0.0 | $0 | NEW | 5.00 | 0.00 |
|
| Foresight Autonomous Hldgs L Sponsored Adr | 0.0 | $0 | NEW | 2.00 | 0.00 |
|
Past Filings by Centerpoint Advisors
SEC 13F filings are viewable for Centerpoint Advisors going back to 2017
- Centerpoint Advisors 2026 Q1 filed May 7, 2026
- 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