Centerpoint Advisors, LLC Top Holdings and 13F Report (2024) → The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad) About Centerpoint Advisors, LLCInvestment ActivityCenterpoint Advisors, LLC has $266.90 thousand in total holdings as of March 31, 2024.Centerpoint Advisors, LLC owns shares of 447 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 9.11% of the portfolio was purchased this quarter.About 7.47% of the portfolio was sold this quarter.This quarter, Centerpoint Advisors, LLC has purchased 444 new stocks and bought additional shares in 56 stocks.Centerpoint Advisors, LLC sold shares of 66 stocks and completely divested from 46 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $62,393iShares MSCI USA Quality Factor ETF $23,211iShares Russell 1000 ETF $18,864iShares Core S&P Mid-Cap ETF $15,529iShares Core S&P Small-Cap ETF $12,513 Largest New Holdings this Quarter Dominion Energy $120 HoldingSPDR Portfolio S&P 500 ETF $69 HoldingGRAYSCALE BITCOIN TR BTC $63 HoldingVanEck Morningstar Wide Moat ETF $55 HoldingT. Rowe Price Dividend Growth ETF $54 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 204,713 shares (about $12.43K)iShares Core S&P 500 ETF 18,253 shares (about $9.60K)Novo Nordisk A/S 2,000 shares (about $256.83)Walmart 4,250 shares (about $256.00)Dominion Energy 2,430 shares (about $120.00) Largest Sales this Quarter FlexShares Global Upstream Natural Resources Index Fund 268,117 shares (about $11.01K)McDonald's 12,247 shares (about $3.43K)iShares MSCI USA Quality Factor ETF 3,498 shares (about $574.89)iShares Russell 1000 ETF 1,612 shares (about $464.30)Schwab US Dividend Equity ETF 4,221 shares (about $340.40) Sector Allocation Over TimeMap of 500 Largest Holdings ofCenterpoint Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$62,393$9,596 ▲18.2%118,67923.4%ETFQUALiShares MSCI USA Quality Factor ETF$23,211$575 ▼-2.4%141,2318.7%ETFIWBiShares Russell 1000 ETF$18,864$464 ▼-2.4%65,4947.1%ETFIJHiShares Core S&P Mid-Cap ETF$15,529$12,434 ▲401.8%255,6665.8%ETFIJRiShares Core S&P Small-Cap ETF$12,5130.0%113,2174.7%ETFIVWiShares S&P 500 Growth ETF$10,932$288 ▼-2.6%129,4674.1%ETFMSFTMicrosoft$9,834$94 ▼-0.9%23,3753.7%Computer and TechnologyIVEiShares S&P 500 Value ETF$8,111$206 ▼-2.5%43,4203.0%ETFAAPLApple$7,588$58 ▼-0.8%44,2522.8%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$6,885$208 ▼-2.9%75,4502.6%ETFIJTiShares S&P Small-Cap 600 Growth ETF$6,438$205 ▼-3.1%49,2452.4%ETFGOOGAlphabet$5,076$115 ▼-2.2%33,3361.9%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$4,406$142 ▼-3.1%37,2511.7%ETFGOOGLAlphabet$4,345$169 ▼-3.7%28,7861.6%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$4,306$131 ▼-3.0%41,9071.6%ETFIEFAiShares Core MSCI EAFE ETF$3,672$306 ▼-7.7%49,4811.4%ETFLLYEli Lilly and Company$2,667$4 ▼-0.1%3,4281.0%MedicalNVDANVIDIA$2,580$332 ▼-11.4%2,8551.0%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$2,2800.0%28,0000.9%ETFSCHASchwab US Small-Cap ETF$2,2160.0%45,0000.8%ETFBRK.BBerkshire Hathaway$1,957$150 ▼-7.1%4,6540.7%FinanceJNJJohnson & Johnson$1,928$30 ▼-1.5%12,1880.7%MedicalGUNRFlexShares Global Upstream Natural Resources Index Fund$1,663$11,009 ▼-86.9%40,5010.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,656$112 ▲7.3%14,3670.6%ETFAMZNAmazon.com$1,599$30 ▼-1.8%8,8670.6%Retail/WholesaleTMOThermo Fisher Scientific$1,363$81 ▼-5.6%2,3450.5%MedicalJPMJPMorgan Chase & Co.$1,325$81 ▲6.5%6,6180.5%FinanceVVisa$1,265$26 ▼-2.0%4,5340.5%Business ServicesLMATLeMaitre Vascular$1,1810.0%17,7930.4%MedicalAMATApplied Materials$1,1550.0%5,6000.4%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$1,143$52 ▲4.7%15,6250.4%ETFVXFVanguard Extended Market ETF$1,110$312 ▼-21.9%6,3340.4%ETFCOSTCostco Wholesale$1,062$11 ▼-1.0%1,4500.4%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$1,0300.0%20,5570.4%ETFHDHome Depot$948$20 ▼-2.1%2,4710.4%Retail/WholesaleAXPAmerican Express$908$17 ▲1.9%3,9870.3%FinanceUNHUnitedHealth Group$8740.0%1,7660.3%MedicalORCLOracle$8140.0%6,4840.3%Computer and TechnologyAMTAmerican Tower$8100.0%4,1000.3%FinanceXOMExxon Mobil$714$134 ▼-15.8%6,1440.3%Oils/EnergyAPDAir Products and Chemicals$684$21 ▼-3.0%2,8240.3%Basic MaterialsESEversource Energy$6560.0%10,9830.2%UtilitiesMETAMeta Platforms$642$24 ▼-3.6%1,3230.2%Computer and TechnologySYKStryker$6260.0%1,7500.2%MedicalMAMastercard$5670.0%1,1770.2%Business ServicesIXCiShares Global Energy ETF$5500.0%12,7970.2%ETFTJXTJX Companies$5240.0%5,1650.2%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$480$340 ▼-41.5%5,9520.2%ETFSPGIS&P Global$444$35 ▼-7.4%1,0440.2%Business ServicesCMCSAComcast$440$0 ▲0.0%10,1580.2%Consumer DiscretionaryDHRDanaher$4060.0%1,6250.2%Multi-Sector ConglomeratesADIAnalog Devices$3960.0%2,0000.1%Computer and TechnologyMSIMotorola Solutions$3950.0%1,1120.1%Computer and TechnologyADBEAdobe$3940.0%7800.1%Computer and TechnologyWMTWalmart$384$256 ▲200.0%6,3750.1%Retail/WholesaleABBVAbbVie$376$60 ▲18.9%2,0630.1%MedicalTAKTakeda Pharmaceutical$3750.0%27,0000.1%MedicalNXPINXP Semiconductors$3720.0%1,5000.1%Computer and TechnologyROKRockwell Automation$3640.0%1,2500.1%Industrial ProductsSNASnap-on$355$32 ▲9.8%1,1970.1%Consumer DiscretionaryMDYVSPDR S&P 400 Mid Cap Value ETF$3340.0%4,4000.1%ETFPMPhilip Morris International$3290.0%3,5880.1%Consumer StaplesTDYTeledyne Technologies$3260.0%7590.1%AerospaceMOAltria Group$316$0 ▲0.1%7,2530.1%Consumer StaplesPEPPepsiCo$3140.0%1,7950.1%Consumer StaplesMDYGSPDR S&P 400 Mid CapGrowth ETF$3040.0%3,4790.1%ETFINTCIntel$304$0 ▼0.0%6,8760.1%Computer and TechnologySLYVSPDR S&P 600 Small CapValue ETF$2990.0%3,6020.1%ETFNVONovo Nordisk A/S$296$257 ▲655.7%2,3050.1%MedicalSLYGSPDR S&P 600 Small Cap Growth ETF$2950.0%3,3800.1%ETFBACBank of America$295$1 ▼-0.4%7,7680.1%FinanceDISWalt Disney$2870.0%2,3450.1%Consumer DiscretionaryQQQInvesco QQQ$285$28 ▲11.1%6420.1%FinanceMRKMerck & Co., Inc.$284$15 ▼-4.9%2,1520.1%MedicalBSXBoston Scientific$2740.0%4,0000.1%MedicalEBAYeBay$2640.0%5,0000.1%Retail/WholesaleNEENextEra Energy$2640.0%4,1360.1%UtilitiesIEXIDEX$245$11 ▼-4.2%1,0020.1%Industrial ProductsTSLATesla$241$11 ▲4.6%1,3700.1%Auto/Tires/TrucksNBNNortheast Bank$2350.0%4,2500.1%FinancePYPLPayPal$201$134 ▼-40.0%3,0000.1%Computer and TechnologyVZVerizon Communications$197$1 ▲0.3%4,6880.1%Computer and TechnologyLMTLockheed Martin$1970.0%4340.1%AerospaceDGDollar General$1950.0%1,2500.1%Retail/WholesaleCVXChevron$1950.0%1,2340.1%Oils/EnergyABNBAirbnb$195$51 ▼-20.7%1,1850.1%Computer and TechnologyMOSMosaic$194$3 ▼-1.6%5,9750.1%Basic MaterialsJJacobs Solutions$193$16 ▼-7.6%1,2540.1%Business ServicesCVSCVS Health$1870.0%2,3430.1%Retail/WholesaleGEGeneral Electric$182$23 ▼-11.1%1,0380.1%TransportationIUSGiShares Core S&P U.S. Growth ETF$180$1 ▲0.6%1,5330.1%ManufacturingSWKStanley Black & Decker$1710.0%1,7500.1%Industrial ProductsHONHoneywell International$168$13 ▼-7.1%8190.1%Multi-Sector ConglomeratesGWWW.W. Grainger$168$32 ▼-15.8%1650.1%Industrial ProductsMDTMedtronic$1630.0%1,8750.1%MedicalXLEEnergy Select Sector SPDR Fund$160$94 ▲141.9%1,6930.1%ETFPGProcter & Gamble$1600.0%9880.1%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$149$43 ▲40.6%1,5250.1%FinanceCOPConocoPhillips$1440.0%1,1350.1%Oils/EnergyPFEPfizer$134$1 ▲0.5%4,8370.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. 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