Centerpoint Advisors, LLC Top Holdings and 13F Report (2025)

About Centerpoint Advisors, LLC

Investment Activity

Centerpoint Advisors, LLC has $270.70 thousand in total holdings as of March 31, 2025.
Centerpoint Advisors, LLC owns shares of 407 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 3.40% of the portfolio was purchased this quarter.
About 3.20% of the portfolio was sold this quarter.
This quarter, Centerpoint Advisors, LLC has purchased 464 new stocks and bought additional shares in 46 stocks.
Centerpoint Advisors, LLC sold shares of 101 stocks and completely divested from 96 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $70,744
iShares MSCI USA Quality Factor ETF: $22,844
iShares Russell 1000 ETF: $18,216
iShares Core S&P Mid-Cap ETF: $16,960
iShares Core S&P Small-Cap ETF: $13,487

Largest New Holdings this Quarter

46144X131 - INVESTMENT MANAGERS SER TR I: $156 Holding
N3167Y103 - Ferrari: $43 Holding
22822V101 - Crown Castle: $26 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF: $25 Holding
674599105 - Occidental Petroleum: $20 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 7,604 shares (about $4.27K)
iShares Core S&P Mid-Cap ETF: 21,867 shares (about $1.28K)
iShares Core S&P Small-Cap ETF: 8,002 shares (about $836.75)
iShares MSCI USA Quality Factor ETF: 4,712 shares (about $805.25)
Sky Harbour Group: 58,500 shares (about $761.17)

Largest Sales this Quarter

LeMaitre Vascular: 17,526 shares (about $1.45K)
Alphabet: 5,220 shares (about $815.44)
Alphabet: 5,106 shares (about $789.70)
Vanguard FTSE Emerging Markets ETF: 9,198 shares (about $427.81)
Apple: 1,528 shares (about $339.43)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$70,744	$4,273 ▲	6.4%	125,902	26.1%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$22,844	$805 ▲	3.7%	133,674	8.4%	ETF
IWB iShares Russell 1000 ETF	$18,216	$306 ▲	1.7%	59,385	6.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$16,960	$1,276 ▲	8.1%	290,657	6.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$13,487	$837 ▲	6.6%	128,978	5.0%	ETF
IVW iShares S&P 500 Growth ETF	$11,530	$69 ▼	-0.6%	124,203	4.3%	ETF
AAPL Apple	$10,090	$339 ▼	-3.3%	45,422	3.7%	Computer and Technology
MSFT Microsoft	$8,560	$57 ▼	-0.7%	22,803	3.2%	Computer and Technology
IVE iShares S&P 500 Value ETF	$7,400	$19 ▼	-0.3%	38,831	2.7%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$5,535	$257 ▼	-4.4%	66,460	2.0%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$5,480	$198 ▼	-3.5%	44,013	2.0%	ETF
GOOG Alphabet	$4,514	$815 ▼	-15.3%	28,896	1.7%	Computer and Technology
IJJ iShares S&P Mid-Cap 400 Value ETF	$4,066	$113 ▼	-2.7%	33,958	1.5%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$3,844	$38 ▼	-1.0%	39,432	1.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,532	$49 ▼	-1.4%	46,685	1.3%	ETF
GOOGL Alphabet	$3,068	$790 ▼	-20.5%	19,837	1.1%	Computer and Technology
NVDA NVIDIA	$2,348	$82 ▲	3.6%	21,665	0.9%	Computer and Technology
SKYH Sky Harbour Group	$2,277	$761 ▲	50.2%	175,000	0.8%	Aerospace
SCHM Schwab U.S. Mid-Cap ETF	$2,201		0.0%	84,000	0.8%	ETF
SCHA Schwab US Small-Cap ETF	$2,109		0.0%	90,000	0.8%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,826	$34 ▲	1.9%	14,963	0.7%	ETF
AMZN Amazon.com	$1,678	$53 ▼	-3.0%	8,821	0.6%	Retail/Wholesale
BRK.B Berkshire Hathaway	$1,600	$3 ▼	-0.2%	3,004	0.6%	Finance
V Visa	$1,547	$7 ▼	-0.5%	4,414	0.6%	Business Services
META Meta Platforms	$1,270	$123 ▼	-8.8%	2,203	0.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,262		0.0%	5,146	0.5%	Finance
LLY Eli Lilly and Company	$1,243	$168 ▼	-11.9%	1,505	0.5%	Medical
COST Costco Wholesale	$1,239	$33 ▼	-2.6%	1,310	0.5%	Retail/Wholesale
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,051	$137 ▼	-11.5%	13,071	0.4%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$1,049		0.0%	20,531	0.4%	ETF
TMO Thermo Fisher Scientific	$1,045	$107 ▼	-9.3%	2,100	0.4%	Medical
VXF Vanguard Extended Market ETF	$1,040	$10 ▼	-1.0%	6,035	0.4%	ETF
JNJ Johnson & Johnson	$1,036	$201 ▼	-16.2%	6,248	0.4%	Medical
AXP American Express	$1,033	$3 ▼	-0.3%	3,841	0.4%	Finance
SPY SPDR S&P 500 ETF Trust	$1,029	$3 ▲	0.3%	1,839	0.4%	Finance
ORCL Oracle	$938	$8 ▼	-0.9%	6,712	0.3%	Computer and Technology
HD Home Depot	$868	$9 ▼	-1.0%	2,369	0.3%	Retail/Wholesale
AMT American Tower	$865		0.0%	3,975	0.3%	Finance
XOM Exxon Mobil	$733	$35 ▼	-4.6%	6,161	0.3%	Energy
APD Air Products and Chemicals	$725	$18 ▼	-2.5%	2,459	0.3%	Basic Materials
AMAT Applied Materials	$704		0.0%	4,850	0.3%	Computer and Technology
EFA iShares MSCI EAFE ETF	$694	$21 ▼	-2.9%	8,490	0.3%	Finance
ES Eversource Energy	$682		0.0%	10,983	0.3%	Utilities
UNH UnitedHealth Group	$620	$107 ▼	-14.7%	1,184	0.2%	Medical
MA Mastercard	$618		0.0%	1,127	0.2%	Business Services
TJX TJX Companies	$584	$7 ▼	-1.1%	4,795	0.2%	Retail/Wholesale
WMT Walmart	$560	$33 ▼	-5.6%	6,378	0.2%	Retail/Wholesale
SYK Stryker	$558	$93 ▼	-14.3%	1,500	0.2%	Medical
PM Philip Morris International	$550	$28 ▼	-4.8%	3,463	0.2%	Consumer Staples
GS The Goldman Sachs Group	$508		0.0%	930	0.2%	Finance
SCHD Schwab US Dividend Equity ETF	$489	$10 ▲	2.1%	17,499	0.2%	ETF
SPGI S&P Global	$460	$23 ▼	-4.8%	906	0.2%	Business Services
IXC iShares Global Energy ETF	$437	$44 ▼	-9.2%	10,389	0.2%	ETF
GLD SPDR Gold Shares	$432	$22 ▼	-4.8%	1,500	0.2%	Finance
IWD iShares Russell 1000 Value ETF	$408		0.0%	2,170	0.2%	ETF
BSX Boston Scientific	$404		0.0%	4,000	0.1%	Medical
ADI Analog Devices	$403		0.0%	2,000	0.1%	Computer and Technology
SNA Snap-on	$403	$13 ▼	-3.2%	1,197	0.1%	Consumer Discretionary
MSI Motorola Solutions	$393		0.0%	898	0.1%	Computer and Technology
PROSHARES TR	$383	$153 ▲	66.7%	10,000	0.1%	ULTRAPRO SHT QQQ
TSLA Tesla	$357	$143 ▼	-28.6%	1,376	0.1%	Auto/Tires/Trucks
ABBV AbbVie	$353	$1 ▲	0.2%	1,683	0.1%	Medical
NBN Northeast Bank	$343	$46 ▼	-11.8%	3,750	0.1%	Finance
EBAY eBay	$339		0.0%	5,000	0.1%	Retail/Wholesale
MO Altria Group	$330		0.0%	5,500	0.1%	Consumer Staples
ROK Rockwell Automation	$323		0.0%	1,250	0.1%	Computer and Technology
MDYV SPDR S&P 400 Mid Cap Value ETF	$302		0.0%	3,924	0.1%	ETF
ADBE Adobe	$299		0.0%	780	0.1%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$298		0.0%	1,085	0.1%	ETF
NEE NextEra Energy	$293		0.0%	4,136	0.1%	Utilities
NXPI NXP Semiconductors	$285		0.0%	1,500	0.1%	Computer and Technology
TDY Teledyne Technologies	$284		0.0%	570	0.1%	Aerospace
PEP PepsiCo	$269		0.0%	1,795	0.1%	Consumer Staples
DHR Danaher	$256		0.0%	1,250	0.1%	Medical
MDYG SPDR S&P 400 Mid Cap Growth ETF	$256		0.0%	3,223	0.1%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$249		0.0%	2,997	0.1%	ETF
VOO Vanguard S&P 500 ETF	$247		0.0%	481	0.1%	ETF
LNTH Lantheus	$244		0.0%	2,500	0.1%	Medical
SLYV SPDR S&P 600 Small Cap Value ETF	$242		0.0%	3,092	0.1%	ETF
DIS Walt Disney	$237	$1 ▼	-0.4%	2,405	0.1%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$219	$11 ▼	-4.7%	2,598	0.1%	CL A
SLV iShares Silver Trust	$212		0.0%	6,850	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$208		0.0%	1,200	0.1%	ETF
GE GE Aerospace	$199	$2 ▼	-0.8%	993	0.1%	Industrials
PYPL PayPal	$196	$0 ▼	-0.1%	3,000	0.1%	Computer and Technology
IUSG iShares Core S&P U.S. Growth ETF	$195		0.0%	1,533	0.1%	Manufacturing
QQQ Invesco QQQ	$193	$34 ▼	-15.1%	412	0.1%	Finance
FIDELITY WISE ORIGIN BITCOIN	$186	$40 ▲	27.4%	2,581	0.1%	SHS
IEX IDEX	$173		0.0%	958	0.1%	Industrials
LMT Lockheed Martin	$172		0.0%	384	0.1%	Aerospace
NVO Novo Nordisk A/S	$164	$17 ▼	-9.6%	2,360	0.1%	Medical
INVESTMENT MANAGERS SER TR I	$156	$156 ▲	New Holding	3,000	0.1%	TRADR 2X SHORT
FEZ SPDR EURO STOXX 50 ETF	$156		0.0%	2,860	0.1%	ETF
ABT Abbott Laboratories	$155	$10 ▼	-6.3%	1,167	0.1%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$153	$2 ▲	1.3%	1,550	0.1%	Finance
HON Honeywell International	$149	$44 ▼	-22.9%	705	0.1%	Multi-Sector Conglomerates
PG Procter & Gamble	$148	$59 ▼	-28.6%	867	0.1%	Consumer Staples
AZO AutoZone	$145		0.0%	38	0.1%	Retail/Wholesale
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$143	$3 ▲	2.0%	2,756	0.1%	ETF
MDT Medtronic	$142	$27 ▼	-16.0%	1,575	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Centerpoint Advisors, LLC Top Holdings and 13F Report (2025)

About Centerpoint Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Centerpoint Advisors, LLC Top Holdings and 13F Report (2025)

About Centerpoint Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCenterpoint Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools