Centerpoint Advisors, LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $267 Million distributed in 447 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $62.4M, Ishares Msci Usa Quality Facto with a value of $23.2M, Ishares Tr Russell 1000 ETF with a value of $18.9M, Ishares Core S&P Mid Cap ETF with a value of $15.5M, and Ishares Core S&P Sm Cap ETF with a value of $12.5M.

Examining the 13F form we can see an increase of $12.5M in the current position value, from $254M to 267M.

Below you can find more details about Centerpoint Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $267 Million
ETFs: $193 Million
Technology: $25.1 Million
Healthcare: $12 Million
Communication Services: $11.2 Million
Financial Services: $8.16 Million
Consumer Cyclical: $4.81 Million
Industrials: $3.5 Million
Consumer Defensive: $3.28 Million
Other: $5.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 447
  • Current Value $267 Million
  • Prior Value $254 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 24 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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