Centerpoint Advisors, LLC Top Holdings and 13F Report (2026)

About Centerpoint Advisors, LLC

Investment Activity

Centerpoint Advisors, LLC has $307.34 thousand in total holdings as of March 31, 2026.
Centerpoint Advisors, LLC owns shares of 414 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 1.21% of the portfolio was purchased this quarter.
About 3.38% of the portfolio was sold this quarter.
This quarter, Centerpoint Advisors, LLC has purchased 416 new stocks and bought additional shares in 44 stocks.
Centerpoint Advisors, LLC sold shares of 75 stocks and completely divested from 48 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $83,875
iShares MSCI USA Quality Factor ETF: $25,564
iShares Core S&P Mid-Cap ETF: $22,162
iShares Russell 1000 ETF: $19,215
iShares Core S&P Small-Cap ETF: $14,181

Largest New Holdings this Quarter

595112103 - Micron Technology: $338 Holding
032108805 - Amplify Lithium & Battery Technology ETF: $104 Holding
G0593M107 - AstraZeneca: $89 Holding
573874104 - Marvell Technology: $40 Holding
81768T108 - SERVISFIRST BANCSHARES INC: $18 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 33,416 shares (about $2.26K)
Micron Technology: 1,000 shares (about $338.00)
iShares Core S&P 500 ETF: 258 shares (about $168.53)
PALANTIR TECHNOLOGIES INC: 807 shares (about $117.95)
Amplify Lithium & Battery Technology ETF: 7,000 shares (about $104.00)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF: 12,189 shares (about $1.52K)
iShares Russell 1000 ETF: 3,003 shares (about $1.07K)
WALMART INC: 6,079 shares (about $752.77)
Microsoft: 1,634 shares (about $604.84)
Johnson & Johnson: 1,355 shares (about $331.04)

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	$83,875	$169 â–²	0.2%	128,404	27.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$25,564	$94 â–²	0.4%	133,280	8.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$22,162	$2,257 â–²	11.3%	328,185	7.2%	ETF
IWB iShares Russell 1000 ETF	$19,215	$1,071 â–¼	-5.3%	53,891	6.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$14,181	$1,515 â–¼	-9.7%	114,077	4.6%	ETF
IVW iShares S&P 500 Growth ETF	$12,563	$106 â–¼	-0.8%	111,071	4.1%	ETF
AAPL Apple	$11,392	$198 â–¼	-1.7%	44,887	3.7%	Computer and Technology
GOOG Alphabet	$8,167	$139 â–¼	-1.7%	28,471	2.7%	Computer and Technology
IVE iShares S&P 500 Value ETF	$8,121	$66 â–¼	-0.8%	38,460	2.6%	ETF
MSFT Microsoft	$7,767	$605 â–¼	-7.2%	20,983	2.5%	Computer and Technology
IJK iShares S&P Mid-Cap 400 Growth ETF	$6,269	$65 â–¼	-1.0%	62,308	2.0%	ETF
GOOGL Alphabet	$5,839	$1 â–¼	0.0%	20,304	1.9%	Computer and Technology
IJT iShares S&P Small-Cap 600 Growth ETF	$5,784	$113 â–¼	-1.9%	39,970	1.9%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$4,268	$9 â–¼	-0.2%	32,210	1.4%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$4,225	$14 â–¼	-0.3%	35,668	1.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$4,128	$26 â–¼	-0.6%	45,603	1.3%	ETF
NVDA NVIDIA	$2,792	$253 â–¼	-8.3%	16,011	0.9%	Computer and Technology
SCHA Schwab US Small-Cap ETF	$2,617	$0 â–¼	0.0%	90,000	0.9%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$2,601		0.0%	84,000	0.8%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$2,415	$0 â–²	0.0%	16,954	0.8%	ETF
SMMD iShares Russell 2500 ETF	$2,339		0.0%	30,637	0.8%	ETF
AMZN Amazon.com	$1,842	$120 â–¼	-6.1%	8,847	0.6%	Retail/Wholesale
LLY Eli Lilly and Company	$1,441		0.0%	1,567	0.5%	Medical
JPM JPMorgan Chase & Co.	$1,382	$162 â–¼	-10.5%	4,699	0.4%	Finance
V Visa	$1,364		0.0%	4,513	0.4%	Business Services
BRK.B Berkshire Hathaway	$1,359	$22 â–²	1.6%	2,836	0.4%	Finance
META Meta Platforms	$1,357		0.0%	2,371	0.4%	Computer and Technology
AMAT Applied Materials	$1,352	$205 â–¼	-13.2%	3,957	0.4%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,213	$4 â–¼	-0.3%	1,865	0.4%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,154	$23 â–¼	-1.9%	11,783	0.4%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$1,142	$10 â–¼	-0.9%	20,178	0.4%	ETF
AXP American Express	$1,135	$36 â–¼	-3.1%	3,751	0.4%	Finance
VXF Vanguard Extended Market ETF	$1,132	$35 â–¼	-3.0%	5,501	0.4%	ETF
COST Costco Wholesale	$1,121	$50 â–¼	-4.3%	1,125	0.4%	Retail/Wholesale
JNJ Johnson & Johnson	$1,020	$331 â–¼	-24.5%	4,175	0.3%	Medical
ORCL Oracle	$999	$10 â–¼	-0.9%	6,794	0.3%	Computer and Technology
TMO Thermo Fisher Scientific	$990		0.0%	2,015	0.3%	Medical
XOM ExxonMobil	$930	$58 â–¼	-5.8%	5,479	0.3%	Energy
EFA iShares MSCI EAFE ETF	$787		0.0%	8,102	0.3%	Finance
TJX TJX Companies	$765	$8 â–¼	-1.0%	4,790	0.2%	Retail/Wholesale
ES Eversource Energy	$761		0.0%	10,983	0.2%	Utilities
GS The Goldman Sachs Group	$730		0.0%	863	0.2%	Finance
APD Air Products and Chemicals	$714		0.0%	2,459	0.2%	Basic Materials
HD Home Depot	$628		0.0%	1,909	0.2%	Retail/Wholesale
IXC iShares Global Energy ETF	$620	$17 â–²	2.9%	10,756	0.2%	ETF
MA Mastercard	$580		0.0%	1,160	0.2%	Business Services
VTI Vanguard Total Stock Market ETF	$577		0.0%	1,800	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$532	$7 â–¼	-1.2%	17,337	0.2%	ETF
GLD SPDR Gold Shares	$516	$164 â–¼	-24.1%	1,199	0.2%	Finance
SYK Stryker	$493		0.0%	1,500	0.2%	Medical
ADI Analog Devices	$477	$159 â–¼	-25.0%	1,500	0.2%	Computer and Technology
SLV iShares Silver Trust	$467		0.0%	6,850	0.2%	ETF
IWD iShares Russell 1000 Value ETF	$464		0.0%	2,170	0.2%	ETF
ROK Rockwell Automation	$449		0.0%	1,250	0.1%	Computer and Technology
SNA Snap-On	$435		0.0%	1,197	0.1%	Consumer Discretionary
PM Philip Morris International	$428	$136 â–¼	-24.2%	2,588	0.1%	Consumer Staples
NBN Northeast Bancorp	$410	$11 â–¼	-2.7%	3,650	0.1%	Finance
PEG Public Service Enterprise Group	$407		0.0%	5,025	0.1%	Utilities
FIDELITY WISE ORIGIN BITCOIN	$400	$100 â–²	33.5%	6,773	0.1%	SHS
NEE NextEra Energy	$396		0.0%	4,267	0.1%	Utilities
MSI Motorola Solutions	$390		0.0%	898	0.1%	Computer and Technology
PG Procter & Gamble	$370		0.0%	2,563	0.1%	Consumer Staples
SPGI S&P Global	$339	$26 â–¼	-7.0%	797	0.1%	Finance
MU Micron Technology	$338	$338 â–²	New Holding	1,000	0.1%	Computer and Technology
UNH UnitedHealth Group	$337	$1 â–¼	-0.4%	1,247	0.1%	Medical
PALANTIR TECHNOLOGIES INC	$335	$118 â–²	54.3%	2,292	0.1%	CL A
ABBV AbbVie	$321	$65 â–¼	-16.7%	1,478	0.1%	Medical
MDYV SPDR S&P 400 Mid Cap Value ETF	$310	$12 â–¼	-3.6%	3,639	0.1%	ETF
MO Altria Group	$305	$66 â–¼	-17.8%	4,624	0.1%	Consumer Staples
NXPI NXP Semiconductors	$295		0.0%	1,500	0.1%	Computer and Technology
MDYG SPDR S&P 400 Mid Cap Growth ETF	$289	$12 â–¼	-4.0%	3,013	0.1%	ETF
GE GE Aerospace	$287		0.0%	1,012	0.1%	Aerospace
PEP PepsiCo	$286		0.0%	1,843	0.1%	Consumer Staples
VOO Vanguard S&P 500 ETF	$283		0.0%	473	0.1%	ETF
BSX Boston Scientific	$251		0.0%	4,000	0.1%	Medical
QQQ Invesco QQQ	$238	$58 â–²	32.1%	412	0.1%	Finance
IUSG iShares Core S&P U.S. Growth ETF	$238		0.0%	1,533	0.1%	Manufacturing
DHR Danaher	$237		0.0%	1,250	0.1%	Medical
LAM RESEARCH CORP	$231		0.0%	1,080	0.1%	COM NEW
RSP Invesco S&P 500 Equal Weight ETF	$230		0.0%	1,200	0.1%	ETF
GE VERNOVA INC	$216		0.0%	247	0.1%	COM
DIS Walt Disney	$216	$14 â–²	7.2%	2,238	0.1%	Consumer Discretionary
AMT American Tower	$201		0.0%	1,165	0.1%	Finance
ADBE Adobe	$190		0.0%	780	0.1%	Computer and Technology
TSLA Tesla	$185	$28 â–²	17.8%	497	0.1%	Auto/Tires/Trucks
IEX IDEX	$182		0.0%	958	0.1%	Industrials
NFLX Netflix	$180		0.0%	1,871	0.1%	Consumer Discretionary
FEZ SPDR EURO STOXX 50 ETF	$178		0.0%	2,860	0.1%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$171	$4 â–²	2.3%	3,073	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$169	$16 â–²	10.8%	1,701	0.1%	Finance
T AT&T	$169	$0 â–²	0.0%	5,846	0.1%	Computer and Technology
CSCO Cisco Systems	$169		0.0%	2,180	0.1%	Computer and Technology
SLYG SPDR S&P 600 Small Cap Growth ETF	$166	$12 â–¼	-6.5%	1,715	0.1%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$163	$11 â–¼	-6.5%	1,724	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$160		0.0%	375	0.1%	ETF
HON Honeywell International	$159		0.0%	705	0.1%	Multi-Sector Conglomerates
LMT Lockheed Martin	$157	$61 â–¼	-27.9%	259	0.1%	Aerospace
CAT Caterpillar	$152		0.0%	215	0.0%	Industrials
J Jacobs Solutions	$146		0.0%	1,151	0.0%	Business Services
SGOL abrdn Physical Gold Shares ETF	$144		0.0%	3,224	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Centerpoint Advisors, LLC Top Holdings and 13F Report (2026)

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

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Centerpoint Advisors, LLC Top Holdings and 13F Report (2026)

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