Centerpoint Advisors, LLC Purchases in Q3 2024

Centerpoint Advisors, LLC

  • $288 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.19K
+ 0.99%
$520.18 - $576.82 $617K - $684K
122K $70.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
997
+ 0.86%
$105.53 - $118.34 $105K - $118K
117K $13.7M
AAPL
Apple Inc.

Technology
941
+ 2.06%
$207.23 - $234.82 $195K - $221K
46.7K $10.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.34K
+ 0.89%
$57.32 - $62.65 $134K - $146K
264K $16.4M
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.05%
$191.76 - $263.26 $192 - $263
1.93K $504K
META
Meta Platforms, Inc.

Communication Services
20
+ 1.46%
$453.41 - $572.44 $9.07K - $11.4K
1.39K $797K
CSCO
Cisco Systems, Inc.

Technology
679
+ 22.75%
$44.74 - $53.22 $30.4K - $36.1K
3.66K $195K
PLTR
Palantir Technologies Inc.

Technology
750
+ 50.85%
$24.09 - $37.95 $18.1K - $28.5K
2.23K $83K
SNA
Snap On Inc

Industrials
40
+ 3.34%
$255.35 - $289.77 $10.2K - $11.6K
1.24K $358K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
790
+ 39.5%
$49.7 - $56.11 $39.3K - $44.3K
2.79K $153K
Amentum Holdings Inc
1.25K
New
N/A
1.25K $40K
HWKN
Hawkins Inc

Basic Materials
125
+ 25.0%
$87.69 - $127.47 $11K - $15.9K
625 $80K
DFS
Discover Financial Services

Financial Services
243
New
$123.41 - $144.72 $30K - $35.2K
243 $34K
PG
Procter & Gamble CO

Consumer Defensive
97
+ 8.68%
$160.76 - $177.82 $15.6K - $17.2K
1.21K $210K
KO
Coca Cola CO

Consumer Defensive
95
+ 4.17%
$62.69 - $73.01 $5.96K - $6.94K
2.37K $171K
UHS
Universal Health Services Inc

Healthcare
80
+ 64.0%
$178.68 - $241.52 $14.3K - $19.3K
205 $47K
URA
Global X Uranium ETF

ETFs
850
New
$23.18 - $31.26 $19.7K - $26.6K
850 $24K
Syros Pharmaceuticals Inc
10.7K
New
N/A
10.7K $23K
ABT
Abbott Laboratories

Healthcare
78
+ 6.68%
$100.07 - $118.13 $7.81K - $9.21K
1.25K $142K
EXEL
Exelixis, Inc.

Healthcare
750
New
$21.96 - $27.6 $16.5K - $20.7K
750 $19K
BWXT
Bwx Technologies, Inc.

Industrials
162
+ 104.52%
$92.38 - $108.7 $15K - $17.6K
317 $34K
XOM
Exxon Mobil Corp

Energy
32
+ 0.46%
$109.72 - $119.0 $3.51K - $3.81K
7.04K $825K
MDLZ
Mondelez International, Inc.

Consumer Defensive
250
+ 333.33%
$64.35 - $75.71 $16.1K - $18.9K
325 $24K
APOG
Apogee Enterprises, Inc.

Industrials
250
New
$58.62 - $70.02 $14.7K - $17.5K
250 $18K
Labcorp Holdings Inc
80
New
N/A
80 $18K
DELL
Dell Technologies Inc.

Technology
163
+ 110.88%
$87.89 - $145.97 $14.3K - $23.8K
310 $37K
PLPC
Preformed Line Products CO

Industrials
125
+ 100.0%
$112.94 - $137.87 $14.1K - $17.2K
250 $32K
VZ
Verizon Communications Inc

Communication Services
97
+ 3.12%
$38.89 - $45.0 $3.77K - $4.37K
3.2K $144K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.75K
New
$8.26 - $12.16 $14.5K - $21.3K
1.75K $16K
Fidelity Ethereum Fd
520
New
N/A
520 $14K
IE
Ivanhoe Electric Inc.

Basic Materials
2.5K
+ 26.88%
$6.45 - $12.04 $16.1K - $30.1K
11.8K $100K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
375
New
$26.55 - $32.42 $9.96K - $12.2K
375 $12K
BDX
Becton Dickinson & CO

Healthcare
49
New
$221.47 - $242.41 $10.9K - $11.9K
49 $12K
IIPR
Innovative Industrial Properties Inc

Real Estate
80
New
$107.56 - $136.78 $8.6K - $10.9K
80 $11K
CRWD
Crowd Strike Holdings, Inc.

Technology
40
New
$217.89 - $392.15 $8.72K - $15.7K
40 $11K
IEMG
Ishares Inc

ETFs
53
+ 2.58%
$53.64 - $53.64 $2.84K - $2.84K
2.11K $121K
USB
Us Bancorp \De\

Financial Services
218
New
$39.04 - $47.23 $8.51K - $10.3K
218 $10K
HPQ
Hp Inc

Technology
260
+ 26.0%
$32.02 - $38.11 $8.33K - $9.91K
1.26K $45K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
205
+ 121.3%
$50.25 - $50.74 $10.3K - $10.4K
374 $19K
CBT
Cabot Corp

Basic Materials
81
New
$86.96 - $111.73 $7.04K - $9.05K
81 $9K
FSV
First Service Corp

Real Estate
39
+ 95.12%
$152.13 - $183.13 $5.93K - $7.14K
80 $15K
MDU
Mdu Resources Group Inc

Industrials
324
New
$24.1 - $27.68 $7.81K - $8.97K
324 $9K
POOL
Pool Corp

Industrials
12
+ 27.91%
$296.17 - $376.8 $3.55K - $4.52K
55 $21K
Ginkgo Bioworks Holdings Inc
1K
New
N/A
1K $8K
T
At&T Inc.

Communication Services
2
+ 0.07%
$18.21 - $22.28 $36.4 - $44.6
2.8K $62K
CNA
Cna Financial Corp

Financial Services
162
New
$44.75 - $51.95 $7.25K - $8.42K
162 $8K
Grayscale Ethereum Tr Eth
350
New
N/A
350 $8K
ARHS
Arhaus, Inc.

Consumer Cyclical
647
New
$10.74 - $16.99 $6.95K - $11K
647 $8K
RIO
Rio Tinto PLC

Basic Materials
82
+ 15.62%
$59.71 - $71.21 $4.9K - $5.84K
607 $43K
Activity Summary
Buys All Purchases 109 New Holdings 49 Increased Positions 60 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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