Centerpoint Advisors, LLC Top Holdings and 13F Report (2025) About Centerpoint Advisors, LLCInvestment ActivityCenterpoint Advisors, LLC has $294.86 thousand in total holdings as of June 30, 2025.Centerpoint Advisors, LLC owns shares of 415 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 2.37% of the portfolio was purchased this quarter.About 2.17% of the portfolio was sold this quarter.This quarter, Centerpoint Advisors, LLC has purchased 407 new stocks and bought additional shares in 96 stocks.Centerpoint Advisors, LLC sold shares of 58 stocks and completely divested from 65 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $80,787iShares MSCI USA Quality Factor ETF $25,026iShares Russell 1000 ETF $20,166iShares Core S&P Mid-Cap ETF $18,155iShares Core S&P Small-Cap ETF $13,750 Largest New Holdings this Quarter 46435G268 - iShares Russell 2500 ETF $2,077 Holding14040H105 - Capital One Financial $53 Holding36317J209 - GALAXY DIGITAL INC. $33 Holding65250K105 - NEWSMAX INC $21 Holding74164M108 - Primerica $18 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 4,210 shares (about $2.61K)iShares Russell 2500 ETF 30,637 shares (about $2.08K)Sky Harbour Group 100,000 shares (about $977.09)iShares MSCI USA Quality Factor ETF 3,215 shares (about $587.77)iShares Core S&P Total U.S. Stock Market ETF 1,267 shares (about $171.12) Largest Sales this Quarter iShares S&P 500 Growth ETF 9,525 shares (about $1.05K)NVIDIA 3,995 shares (about $631.24)iShares Core S&P Small-Cap ETF 3,165 shares (about $345.90)Tesla 1,000 shares (about $316.49)iShares S&P Small-Cap 600 Growth ETF 2,338 shares (about $311.02) 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$80,787$2,614 ▲3.3%130,11227.4%ETFQUALiShares MSCI USA Quality Factor ETF$25,026$588 ▲2.4%136,8898.5%ETFIWBiShares Russell 1000 ETF$20,166$1 ▲0.0%59,3886.8%ETFIJHiShares Core S&P Mid-Cap ETF$18,155$129 ▲0.7%292,7346.2%ETFIJRiShares Core S&P Small-Cap ETF$13,750$346 ▼-2.5%125,8134.7%ETFIVWiShares S&P 500 Growth ETF$12,626$1,049 ▼-7.7%114,6784.3%ETFMSFTMicrosoft$11,194$148 ▼-1.3%22,5053.8%Computer and TechnologyAAPLApple$9,278$41 ▼-0.4%45,2233.1%Computer and TechnologyIVEiShares S&P 500 Value ETF$7,582$6 ▼-0.1%38,8012.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$5,818$229 ▼-3.8%63,9452.0%ETFIJTiShares S&P Small-Cap 600 Growth ETF$5,544$311 ▼-5.3%41,6751.9%ETFGOOGAlphabet$5,1260.0%28,8961.7%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$3,969$228 ▼-5.4%32,1131.3%ETFIEFAiShares Core MSCI EAFE ETF$3,872$25 ▼-0.6%46,3881.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$3,623$300 ▼-7.6%36,4191.2%ETFGOOGLAlphabet$3,4960.0%19,8371.2%Computer and TechnologyNVDANVIDIA$2,792$631 ▼-18.4%17,6700.9%Computer and TechnologySKYHSky Harbour Group$2,687$977 ▲57.1%275,0000.9%AerospaceSCHMSchwab U.S. Mid-Cap ETF$2,3560.0%84,0000.8%ETFSCHASchwab US Small-Cap ETF$2,2770.0%90,0000.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,192$171 ▲8.5%16,2300.7%ETFSMMDiShares Russell 2500 ETF$2,077$2,077 ▲New Holding30,6370.7%ETFAMZNAmazon.com$1,937$2 ▲0.1%8,8310.7%Retail/WholesaleMETAMeta Platforms$1,6260.0%2,2030.6%Computer and TechnologyVVisa$1,568$1 ▲0.0%4,4160.5%Business ServicesJPMJPMorgan Chase & Co.$1,501$9 ▲0.6%5,1780.5%FinanceORCLOracle$1,446$22 ▼-1.5%6,6120.5%Computer and TechnologyBRK.BBerkshire Hathaway$1,314$146 ▼-10.0%2,7040.4%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$1,2460.0%13,0710.4%ETFAXPAmerican Express$1,2250.0%3,8410.4%FinanceLLYEli Lilly and Company$1,1730.0%1,5050.4%MedicalCOSTCostco Wholesale$1,150$146 ▼-11.3%1,1620.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,1360.0%1,8390.4%FinanceVXFVanguard Extended Market ETF$1,118$45 ▼-3.9%5,8010.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,0750.0%20,5310.4%ETFAMATApplied Materials$8880.0%4,8500.3%Computer and TechnologyJNJJohnson & Johnson$882$72 ▼-7.5%5,7770.3%MedicalAMTAmerican Tower$880$1 ▲0.2%3,9810.3%FinanceTMOThermo Fisher Scientific$802$50 ▼-5.9%1,9770.3%MedicalEFAiShares MSCI EAFE ETF$7590.0%8,4900.3%FinanceESEversource Energy$6990.0%10,9830.2%UtilitiesAPDAir Products and Chemicals$6940.0%2,4590.2%Basic MaterialsHDHome Depot$687$181 ▼-20.9%1,8740.2%Retail/WholesaleXOMExxon Mobil$651$13 ▼-2.0%6,0360.2%EnergyMAMastercard$6330.0%1,1270.2%Business ServicesPMPhilip Morris International$6310.0%3,4630.2%Consumer StaplesWMTWalmart$627$4 ▲0.6%6,4170.2%Retail/WholesaleGSThe Goldman Sachs Group$602$57 ▼-8.6%8500.2%FinanceTJXTJX Companies$593$1 ▲0.1%4,8000.2%Retail/WholesaleSYKStryker$5930.0%1,5000.2%MedicalADIAnalog Devices$482$5 ▲1.2%2,0230.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$464$0 ▲0.1%17,5090.2%ETFGLDSPDR Gold Shares$4570.0%1,5000.2%FinanceSPGIS&P Global$442$36 ▼-7.5%8380.1%FinanceBSXBoston Scientific$4300.0%4,0000.1%MedicalIWDiShares Russell 1000 Value ETF$4210.0%2,1700.1%ETFROKRockwell Automation$4150.0%1,2500.1%Computer and TechnologyIXCiShares Global Energy ETF$409$1 ▲0.3%10,4190.1%ETFMSIMotorola Solutions$3780.0%8980.1%Computer and TechnologyEBAYeBay$373$0 ▲0.1%5,0050.1%Retail/WholesaleSNASnap-On$3720.0%1,1970.1%Consumer DiscretionaryUNHUnitedHealth Group$372$2 ▲0.7%1,1920.1%MedicalNBNNortheast Bancorp$3340.0%3,7500.1%FinancePALANTIR TECHNOLOGIES INC$328$26 ▼-7.4%2,4050.1%CL ANXPINXP Semiconductors$3280.0%1,5000.1%Computer and TechnologyMOAltria Group$3220.0%5,5000.1%Consumer StaplesVTIVanguard Total Stock Market ETF$319$11 ▼-3.2%1,0500.1%ETFABBVAbbVie$315$2 ▲0.7%1,6950.1%MedicalADBEAdobe$3020.0%7800.1%Computer and TechnologyMDYVSPDR S&P 400 Mid Cap Value ETF$300$12 ▼-3.8%3,7740.1%ETFDISWalt Disney$299$1 ▲0.2%2,4110.1%Consumer DiscretionaryNEENextEra Energy$289$2 ▲0.8%4,1700.1%UtilitiesMDYGSPDR S&P 400 Mid Cap Growth ETF$273$7 ▼-2.6%3,1380.1%ETFVOOVanguard S&P 500 ETF$269$5 ▼-1.7%4730.1%ETFGEGE Aerospace$258$2 ▲0.9%1,0020.1%AerospaceDHRDanaher$2470.0%1,2500.1%MedicalFIDELITY WISE ORIGIN BITCOIN$242$1 ▼-0.3%2,5740.1%SHSPEPPepsiCo$239$2 ▲0.9%1,8120.1%Consumer StaplesIUSGiShares Core S&P U.S. Growth ETF$2310.0%1,5330.1%ManufacturingQQQInvesco QQQ$2270.0%4120.1%FinanceSLViShares Silver Trust$2250.0%6,8500.1%ETFPYPLPayPal$2230.0%3,0000.1%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$2180.0%1,2000.1%ETFLNTHLantheus$2050.0%2,5000.1%MedicalPROSHARES TR$1960.0%10,0000.1%ULTRAPRO SHT QQQNFLXNetflix$1810.0%1350.1%Consumer DiscretionaryLMTLockheed Martin$1780.0%3840.1%AerospaceFEZSPDR EURO STOXX 50 ETF$1710.0%2,8600.1%ETFIEXIDEX$1680.0%9580.1%IndustrialsHONHoneywell International$165$1 ▲0.7%7100.1%Multi-Sector ConglomeratesIBMInternational Business Machines$165$1 ▲0.9%5610.1%Computer and TechnologyNVONovo Nordisk A/S$1630.0%2,3600.1%MedicalABTAbbott Laboratories$163$5 ▲2.9%1,2010.1%MedicalSLYGSPDR S&P 600 Small Cap Growth ETF$163$103 ▼-38.8%1,8350.1%ETFIWFiShares Russell 1000 Growth ETF$1590.0%3750.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$1540.0%1,5500.1%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$154$4 ▲2.8%2,8340.1%ETFJJacobs Solutions$1510.0%1,1510.1%Business ServicesSLYVSPDR S&P 600 Small Cap Value ETF$147$99 ▼-40.4%1,8440.0%ETFCSCOCisco Systems$144$4 ▲3.1%2,0720.0%Computer and TechnologyShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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