Centerpoint Advisors, LLC Incresed Positions 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
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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
32
+ 1.74%
$617.65 - $666.84 $19.8K - $21.3K
1.87K $1.25M
AMZN
Amazon Com Inc

Consumer Cyclical
491
+ 5.56%
$211.65 - $238.24 $104K - $117K
9.32K $2.05M
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
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
MO
Altria Group, Inc.

Consumer Defensive
124
+ 2.25%
$57.75 - $67.68 $7.16K - $8.39K
5.62K $372K
GE
General Electric CO

Industrials
23
+ 2.3%
$244.75 - $305.63 $5.63K - $7.03K
1.03K $308K
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
LLY
Eli Lilly & CO

Healthcare
74
+ 4.92%
$625.65 - $812.69 $46.3K - $60.1K
1.58K $1.21M
CVX
Chevron Corp

Energy
141
+ 17.67%
$145.57 - $161.83 $20.5K - $22.8K
939 $146K
BAC
Bank Of America Corp

Financial Services
346
+ 14.53%
$44.92 - $52.42 $15.5K - $18.1K
2.73K $141K
SYM
Symbotic Inc.

Financial Services
200
+ 16.67%
$39.68 - $63.21 $7.94K - $12.6K
1.4K $75K
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
WFC
Wells Fargo & Company

Financial Services
190
+ 12.85%
$77.05 - $85.16 $14.6K - $16.2K
1.67K $140K
Atlas Energy Solutions Inc
2.08K
+ 270.61%
N/A
2.85K $32K
KLAC
Kla Corp

Technology
8
+ 12.12%
$843.9 - $1078.6 $6.75K - $8.63K
74 $80K
DTM
Dt Midstream, Inc.

Energy
179
+ 198.89%
$99.17 - $113.27 $17.8K - $20.3K
269 $30K
C
Citigroup Inc

Financial Services
174
+ 17400.0%
$85.57 - $103.49 $14.9K - $18K
175 $18K
HCA
Hca Healthcare, Inc.

Healthcare
22
+ 11.0%
$334.32 - $426.2 $7.36K - $9.38K
222 $95K
ETN
Eaton Corp PLC

Industrials
36
+ 18.85%
$342.99 - $392.76 $12.3K - $14.1K
227 $85K
NXPI
Nxp Semiconductors N.V.

Technology
15
+ 1.0%
$205.16 - $239.07 $3.08K - $3.59K
1.52K $345K
WBD
Warner Bros. Discovery, Inc.

Communication Services
757
+ 266.55%
$10.78 - $19.82 $8.16K - $15K
1.04K $20K
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
Track This Portfolio

Track Centerpoint Advisors, LLC Portfolio

Follow Centerpoint Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centerpoint Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centerpoint Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email