Centerpoint Advisors, LLC Purchases in Q3 2025

Centerpoint Advisors, LLC

  • $322 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
194
+ 0.15%
$620.67 - $670.08 $120K - $130K
130K $87.2M
AAPL
Apple Inc.

Technology
721
+ 1.59%
$202.38 - $256.87 $146K - $185K
45.9K $11.7M
GOOG
Alphabet Inc.

Communication Services
60
+ 0.21%
$175.16 - $255.24 $10.5K - $15.3K
29K $7.05M
GOOGL
Alphabet Inc.

Communication Services
472
+ 2.38%
$174.36 - $254.72 $82.3K - $120K
20.3K $4.94M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.01K
+ 1.6%
$108.46 - $120.63 $218K - $243K
128K $15.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.27K
+ 1.8%
$62.09 - $66.51 $327K - $351K
298K $19.4M
VRE
Veris Residential, Inc.

Real Estate
73K
New
$13.74 - $16.23 $1M - $1.19M
73K $1.11M
NVDA
Nvidia Corp

Technology
1.39K
+ 7.87%
$153.3 - $186.58 $213K - $260K
19.1K $3.56M
MSFT
Microsoft Corp

Technology
209
+ 0.93%
$491.09 - $535.64 $103K - $112K
22.7K $11.8M
ORCL
Oracle Corp

Technology
122
+ 1.85%
$218.96 - $328.33 $26.7K - $40.1K
6.73K $1.89M
VTI
Vanguard Total Stock Market Et

ETFs
750
+ 71.43%
$303.93 - $329.86 $228K - $247K
1.8K $591K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
521
+ 1.62%
$122.57 - $132.57 $63.9K - $69.1K
32.6K $4.23M
TMO
Thermo Fisher Scientific Inc.

Healthcare
38
+ 1.92%
$404.94 - $499.99 $15.4K - $19K
2.02K $977K
ITOT
Ishares Core S&P Total U.S. St

ETFs
12
+ 0.07%
$135.0 - $146.02 $1.62K - $1.75K
16.2K $2.37M
JPM
Jpmorgan Chase & CO

Financial Services
105
+ 2.03%
$282.78 - $316.06 $29.7K - $33.2K
5.28K $1.67M
AMAT
Applied Materials Inc

Technology
57
+ 1.18%
$156.25 - $204.95 $8.91K - $11.7K
4.91K $1.01M
META
Meta Platforms, Inc.

Communication Services
168
+ 7.63%
$695.21 - $791.73 $117K - $133K
2.37K $1.74M
AMZN
Amazon Com Inc

Consumer Cyclical
491
+ 5.56%
$211.65 - $238.24 $104K - $117K
9.32K $2.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
32
+ 1.74%
$617.65 - $666.84 $19.8K - $21.3K
1.87K $1.25M
TJX
Tjx Companies Inc

Consumer Cyclical
45
+ 0.94%
$121.35 - $144.54 $5.46K - $6.5K
4.85K $700K
TSLA
Tesla, Inc.

Consumer Cyclical
121
+ 32.18%
$293.94 - $444.72 $35.6K - $53.8K
497 $221K
ABBV
Abb Vie Inc.

Healthcare
84
+ 4.96%
$184.85 - $231.54 $15.5K - $19.4K
1.78K $412K
T
At&T Inc.

Communication Services
3.39K
+ 135.93%
$26.94 - $29.62 $91.3K - $100K
5.88K $166K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
87
+ 3.22%
$459.11 - $506.91 $39.9K - $44.1K
2.79K $1.4M
HD
Home Depot, Inc.

Consumer Cyclical
38
+ 2.03%
$357.4 - $423.42 $13.6K - $16.1K
1.91K $775K
GS
Goldman Sachs Group Inc

Financial Services
13
+ 1.53%
$696.56 - $806.32 $9.06K - $10.5K
863 $687K
IAU
Ishares Gold Trust

ETFs
1.01K
New
$61.62 - $72.77 $62.5K - $73.8K
1.01K $74K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1K
New
$68.24 - $73.73 $68.2K - $73.7K
1K $73K
AVGO
Broadcom Inc.

Technology
165
+ 70.82%
$264.74 - $369.57 $43.7K - $61K
398 $131K
UNH
Unitedhealth Group Inc

Healthcare
69
+ 5.79%
$237.77 - $353.61 $16.4K - $24.4K
1.26K $436K
AXP
American Express CO

Financial Services
30
+ 0.78%
$294.27 - $342.31 $8.83K - $10.3K
3.87K $1.29M
GE
General Electric CO

Industrials
23
+ 2.3%
$244.75 - $305.63 $5.63K - $7.03K
1.03K $308K
AVUV
American Centy ETF Tr Avantis

ETFs
500
New
$90.37 - $102.12 $45.2K - $51.1K
500 $50K
MO
Altria Group, Inc.

Consumer Defensive
124
+ 2.25%
$57.75 - $67.68 $7.16K - $8.39K
5.62K $372K
Lam Research Corp
80
+ 7.94%
N/A
1.09K $146K
WMT
Walmart Inc.

Consumer Defensive
129
+ 2.01%
$94.4 - $104.27 $12.2K - $13.5K
6.55K $675K
NFLX
Netflix Inc

Communication Services
52
+ 38.52%
$1147.87 - $1297.18 $59.7K - $67.5K
187 $224K
NEE
Nextera Energy Inc

Utilities
131
+ 3.14%
$69.77 - $77.54 $9.14K - $10.2K
4.3K $325K
VEU
Vanguard Ftse All World Ex Us

ETFs
500
New
$66.38 - $71.68 $33.2K - $35.8K
500 $36K
CVX
Chevron Corp

Energy
141
+ 17.67%
$145.57 - $161.83 $20.5K - $22.8K
939 $146K
LLY
Eli Lilly & CO

Healthcare
74
+ 4.92%
$625.65 - $812.69 $46.3K - $60.1K
1.58K $1.21M
SYM
Symbotic Inc.

Financial Services
200
+ 16.67%
$39.68 - $63.21 $7.94K - $12.6K
1.4K $75K
BAC
Bank Of America Corp

Financial Services
346
+ 14.53%
$44.92 - $52.42 $15.5K - $18.1K
2.73K $141K
MA
Mastercard Inc

Financial Services
33
+ 2.93%
$550.18 - $598.96 $18.2K - $19.8K
1.16K $660K
LOW
Lowes Companies Inc

Consumer Cyclical
38
+ 8.14%
$215.01 - $273.02 $8.17K - $10.4K
505 $127K
PEP
Pepsico Inc

Consumer Defensive
48
+ 2.65%
$133.81 - $152.16 $6.42K - $7.3K
1.86K $261K
Atlas Energy Solutions Inc
2.08K
+ 270.61%
N/A
2.85K $32K
WFC
Wells Fargo & Company

Financial Services
190
+ 12.85%
$77.05 - $85.16 $14.6K - $16.2K
1.67K $140K
UBER
Uber Technologies, Inc

Technology
210
New
$86.91 - $99.57 $18.3K - $20.9K
210 $21K
Activity Summary
Buys All Purchases 164 New Holdings 58 Increased Positions 106 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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