Centerpoint Advisors, LLC Incresed Positions in Q2 2025

Centerpoint Advisors, LLC

  • $295 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.21K
+ 3.34%
$498.8 - $620.9 $2.1M - $2.61M
130K $80.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.22K
+ 2.41%
$152.42 - $182.82 $490K - $588K
137K $25M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.01%
$272.36 - $339.57 $817 - $1.02K
59.4K $20.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.08K
+ 0.71%
$51.16 - $62.02 $106K - $129K
293K $18.2M
SKYH
Sky Harbour Group Corp

Industrials
100K
+ 57.14%
$9.59 - $12.72 $959K - $1.27M
275K $2.69M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.27K
+ 8.47%
$108.12 - $135.04 $137K - $171K
16.2K $2.19M
AMZN
Amazon Com Inc

Consumer Cyclical
10
+ 0.11%
$167.32 - $223.3 $1.67K - $2.23K
8.83K $1.94M
JPM
Jpmorgan Chase & CO

Financial Services
32
+ 0.62%
$210.28 - $289.91 $6.73K - $9.28K
5.18K $1.5M
ADI
Analog Devices Inc

Technology
23
+ 1.15%
$164.6 - $238.02 $3.79K - $5.47K
2.02K $482K
WMT
Walmart Inc.

Consumer Defensive
39
+ 0.61%
$81.79 - $99.98 $3.19K - $3.9K
6.42K $627K
GE
General Electric CO

Industrials
9
+ 0.91%
$166.81 - $257.39 $1.5K - $2.32K
1K $258K
EBAY
Ebay Inc

Consumer Cyclical
5
+ 0.1%
$59.52 - $79.36 $298 - $397
5.01K $373K
AVGO
Broadcom Inc.

Technology
22
+ 10.43%
$146.29 - $275.65 $3.22K - $6.06K
233 $64K
IBM
International Business Machines Corp

Technology
5
+ 0.9%
$221.03 - $294.78 $1.11K - $1.47K
561 $165K
Lam Research Corp
7
+ 0.7%
N/A
1.01K $98K
UPS
United Parcel Service Inc

Industrials
232
+ 127.47%
$91.92 - $110.2 $21.3K - $25.6K
414 $42K
V
Visa Inc.

Financial Services
2
+ 0.05%
$308.27 - $373.31 $617 - $747
4.42K $1.57M
CSCO
Cisco Systems, Inc.

Technology
62
+ 3.08%
$53.19 - $69.38 $3.3K - $4.3K
2.07K $144K
BAC
Bank Of America Corp

Financial Services
105
+ 4.61%
$34.39 - $47.46 $3.61K - $4.98K
2.38K $113K
HON
Honeywell International Inc

Industrials
5
+ 0.71%
$182.86 - $232.88 $914 - $1.16K
710 $165K
ETN
Eaton Corp PLC

Industrials
1
+ 0.53%
$246.52 - $356.99 $247 - $357
191 $68K
AMT
American Tower Corp

Real Estate
6
+ 0.15%
$203.96 - $228.19 $1.22K - $1.37K
3.98K $880K
KLAC
Kla Corp

Technology
1
+ 1.54%
$576.53 - $902.94 $577 - $903
66 $59K
WFC
Wells Fargo & Company

Financial Services
16
+ 1.09%
$60.98 - $80.12 $976 - $1.28K
1.48K $118K
YOU
Clear Secure, Inc.

Technology
434
+ 155.56%
$23.96 - $27.76 $10.4K - $12K
713 $20K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
78
+ 2.83%
$45.88 - $54.4 $3.58K - $4.24K
2.83K $154K
AMRC
Ameresco, Inc.

Industrials
600
+ 75.0%
$8.66 - $16.53 $5.2K - $9.92K
1.4K $21K
JOBY
Joby Aviation, Inc.

Industrials
100
+ 5.0%
$5.33 - $10.55 $533 - $1.06K
2.1K $22K
LFUS
Littelfuse Inc

Technology
37
+ 60.66%
$149.72 - $227.31 $5.54K - $8.41K
98 $22K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
200
+ 101.52%
$50.36 - $50.68 $10.1K - $10.1K
397 $20K
TJX
Tjx Companies Inc

Consumer Cyclical
5
+ 0.1%
$119.13 - $135.03 $596 - $675
4.8K $593K
IDV
Ishares Tr

ETFs
47
+ 2.32%
$27.79 - $34.84 $1.31K - $1.64K
2.08K $72K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
33
+ 10.0%
$108.06 - $135.3 $3.57K - $4.46K
363 $49K
ABT
Abbott Laboratories

Healthcare
34
+ 2.91%
$123.95 - $138.08 $4.21K - $4.69K
1.2K $163K
CMP
Compass Minerals International Inc

Basic Materials
150
+ 30.0%
$9.12 - $20.29 $1.37K - $3.04K
650 $13K
BTI
British American Tobacco P.L.C.

Consumer Defensive
17
+ 1.37%
$39.43 - $49.34 $670 - $839
1.26K $59K
BX
Blackstone Inc.

Financial Services
2
+ 0.33%
$120.07 - $151.11 $240 - $302
602 $90K
ST
Sensata Technologies Holding PLC

Technology
100
+ 20.41%
$17.69 - $30.11 $1.77K - $3.01K
590 $18K
NYT
New York Times CO

Communication Services
65
+ 26.1%
$45.37 - $57.12 $2.95K - $3.71K
314 $18K
OLED
Universal Display Corp Pa

Technology
28
+ 29.17%
$106.6 - $161.02 $2.98K - $4.51K
124 $19K
USPH
U S Physical Therapy Inc

Healthcare
47
+ 26.4%
$65.08 - $79.84 $3.06K - $3.75K
225 $18K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 1.2%
$919.93 - $1101.66 $920 - $1.1K
84 $87K
ADP
Automatic Data Processing Inc

Industrials
14
+ 11.2%
$276.76 - $326.81 $3.87K - $4.58K
139 $43K
Linde PLC
9
+ 5.45%
N/A
174 $82K
RGLD
Royal Gold Inc

Basic Materials
16
+ 19.75%
$155.48 - $186.71 $2.49K - $2.99K
97 $17K
ACN
Accenture PLC

Technology
15
+ 45.45%
$279.23 - $323.21 $4.19K - $4.85K
48 $14K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
21
+ 27.63%
$167.22 - $212.42 $3.51K - $4.46K
97 $19K
NDSN
Nordson Corp

Industrials
14
+ 20.0%
$167.51 - $223.5 $2.35K - $3.13K
84 $18K
POWI
Power Integrations Inc

Technology
47
+ 15.31%
$42.13 - $59.01 $1.98K - $2.77K
354 $20K
Activity Summary
Buys All Purchases 138 New Holdings 42 Increased Positions 96 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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