Centerpoint Advisors, LLC Purchases and Sells in Q2 2025

Centerpoint Advisors, LLC

$295 Million
Q2 2025

Top Buys

Incresed Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	4.21K + 3.34%	$498.8 - $620.9 $2.1M - $2.61M	130K $80.8M
QUAL	3.22K + 2.41%	$152.42 - $182.82 $490K - $588K	137K $25M
IWB	3 + 0.01%	$272.36 - $339.57 $817 - $1.02K	59.4K $20.2M
IJH	2.08K + 0.71%	$51.16 - $62.02 $106K - $129K	293K $18.2M
SKYH	100K + 57.14%	$9.59 - $12.72 $959K - $1.27M	275K $2.69M
ITOT	1.27K + 8.47%	$108.12 - $135.04 $137K - $171K	16.2K $2.19M

New Holdings

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMMD	30.6K New	$54.81 - $67.78 $1.68M - $2.08M	30.6K $2.08M
COF	247 New	$150.57 - $212.76 $37.2K - $52.6K	247 $53K
GALAXY DIGITAL INC.	1.5K New	N/A	1.5K $33K
NEWSMAX INC	1.36K New	N/A	1.36K $21K
PRI	67 New	$244.39 - $290.62 $16.4K - $19.5K	67 $18K
ROCKET LAB CORP	375 New	N/A	375 $13K

Top Sells

Reduced Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-199 - 0.44%	$172.42 - $223.89 $34.3K - $44.6K	45.2K $9.28M
BRK-B	-300 - 9.99%	$483.48 - $539.8 $145K - $162K	2.7K $1.31M
TMO	-123 - 5.86%	$390.26 - $489.06 $48K - $60.2K	1.98K $802K
TSLA	-1K - 72.67%	$221.86 - $362.89 $222K - $363K	376 $119K
IJS	-3.01K - 7.64%	$83.54 - $100.04 $252K - $301K	36.4K $3.62M
HD	-495 - 20.89%	$335.24 - $380.78 $166K - $188K	1.87K $687K

Activity Summary All Purchases 138 New Holdings 42 Increased Positions 96 All Sells 59 Reductions 59 Sold out 0 Calls 0 Puts 0

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