Centerpoint Advisors, LLC Incresed Positions in Q1 2025

Centerpoint Advisors, LLC

  • $271 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.6K
+ 6.43%
$554.06 - $615.85 $4.21M - $4.68M
126K $70.7M
SKYH
Sky Harbour Group Corp

Industrials
58.5K
+ 50.21%
$9.83 - $13.7 $575K - $801K
175K $2.28M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.9K
+ 8.14%
$57.21 - $65.8 $1.25M - $1.44M
291K $17M
Proshares Tr
4K
+ 66.67%
N/A
10K $383K
IE
Ivanhoe Electric Inc.

Basic Materials
18K
+ 944.74%
$5.41 - $7.99 $97.1K - $143K
19.9K $115K
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.18%
$169.2 - $216.66 $508 - $650
1.68K $353K
IDV
Ishares Tr

ETFs
812
+ 66.72%
$27.0 - $31.7 $21.9K - $25.7K
2.03K $63K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
362
+ 2.11%
$27.01 - $28.54 $9.78K - $10.3K
17.5K $489K
Fidelity Wise Origin Bitcoin
555
+ 27.39%
N/A
2.58K $186K
PEG
Public Service Enterprise Group Inc

Utilities
200
+ 32.63%
$78.2 - $90.39 $15.6K - $18.1K
813 $67K
PSMT
Pricesmart Inc

Consumer Defensive
110
+ 159.42%
$82.4 - $94.86 $9.06K - $10.4K
179 $16K
BTI
British American Tobacco P.L.C.

Consumer Defensive
15
+ 1.23%
$35.35 - $42.74 $530 - $641
1.24K $51K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
64
+ 24.06%
$120.24 - $134.3 $7.7K - $8.6K
330 $40K
RKLB
Rocket Lab Usa, Inc.

Industrials
325
+ 650.0%
$17.12 - $31.57 $5.56K - $10.3K
375 $7K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20
+ 1.31%
$95.85 - $99.25 $1.92K - $1.99K
1.55K $153K
JEPI
J P Morgan Exchange Traded Fd

ETFs
91
+ 10.69%
$56.17 - $59.71 $5.11K - $5.43K
942 $54K
LQD
Ishares Iboxx $ Investment Gra

ETFs
13
+ 2.24%
$105.1 - $109.61 $1.37K - $1.42K
594 $65K
CBT
Cabot Corp

Basic Materials
42
+ 26.58%
$81.12 - $92.51 $3.41K - $3.89K
200 $17K
AMRC
Ameresco, Inc.

Industrials
500
+ 166.67%
$9.29 - $28.17 $4.65K - $14.1K
800 $10K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
85
+ 30.8%
$37.84 - $44.02 $3.22K - $3.74K
361 $14K
FSV
First Service Corp

Real Estate
18
+ 22.5%
$159.66 - $185.88 $2.87K - $3.35K
98 $16K
CSL
Carlisle Companies Inc

Industrials
9
+ 19.57%
$326.43 - $408.24 $2.94K - $3.67K
55 $19K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
15
+ 19.23%
$75.32 - $84.77 $1.13K - $1.27K
93 $8K
SDG
Ishares Trust Ishares Msci Glo

ETFs
20
+ 24.69%
$69.64 - $76.33 $1.39K - $1.53K
101 $7K
KWR
Quaker Chemical Corp

Basic Materials
20
+ 20.2%
$123.61 - $145.39 $2.47K - $2.91K
119 $15K
NVT
N Vent Electric PLC

Industrials
97
+ 39.43%
$52.42 - $75.4 $5.08K - $7.31K
343 $18K
CMP
Compass Minerals International Inc

Basic Materials
150
+ 42.86%
$9.29 - $14.21 $1.39K - $2.13K
500 $5K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4
+ 0.36%
$81.83 - $82.73 $327 - $331
1.13K $93K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
18
+ 20.0%
$32.74 - $36.2 $589 - $652
108 $4K
IWM
Ishares Russell 2000 ETF

ETFs
19
+ 15.2%
$198.1 - $229.79 $3.76K - $4.37K
144 $29K
BAH
Booz Allen Hamilton Holding Corp

Industrials
31
+ 25.0%
$102.72 - $143.06 $3.18K - $4.43K
155 $16K
Ishares Bitcoin Trust ETF
2
+ 5.0%
N/A
42 $2K
EXR
Extra Space Storage Inc.

Real Estate
2
+ 1.12%
$143.8 - $161.28 $288 - $323
181 $27K
TTEK
Tetra Tech Inc

Industrials
101
+ 24.94%
$28.26 - $42.58 $2.85K - $4.3K
506 $15K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 1.32%
$168.84 - $202.89 $338 - $406
153 $27K
QTEC
First Trust Nasdaq 100 Technol

ETFs
5
+ 2.58%
$173.56 - $210.67 $868 - $1.05K
199 $35K
ONTO
Onto Innovation Inc.

Technology
15
+ 15.0%
$121.34 - $224.5 $1.82K - $3.37K
115 $14K
MRVL
Marvell Technology, Inc.

Technology
150
+ 60.0%
$61.57 - $126.06 $9.24K - $18.9K
400 $25K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
55
+ 2.04%
$51.45 - $58.51 $2.83K - $3.22K
2.76K $143K
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.33%
$551.42 - $612.93 $3.31K - $3.68K
1.84K $1.03M
ITOT
Ishares Core S&P Total U.S. St

ETFs
282
+ 1.92%
$120.29 - $134.6 $33.9K - $38K
15K $1.83M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.71K
+ 3.65%
$168.16 - $186.21 $792K - $877K
134K $22.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8K
+ 6.61%
$102.49 - $119.96 $820K - $960K
129K $13.5M
NVDA
Nvidia Corp

Technology
760
+ 3.64%
$106.98 - $149.43 $81.3K - $114K
21.7K $2.35M
IWB
Ishares Tr Russell 1000 ETF

ETFs
998
+ 1.71%
$302.31 - $337.54 $302K - $337K
59.4K $18.2M
Activity Summary
Buys All Purchases 62 New Holdings 16 Increased Positions 46 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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