Centerpoint Advisors, LLC Incresed Positions in Q4 2024

Centerpoint Advisors, LLC

  • $286 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
223
+ 0.48%
$221.69 - $259.02 $49.4K - $57.8K
47K $11.8M
META
Meta Platforms, Inc.

Communication Services
1.02K
+ 73.44%
$554.08 - $632.68 $567K - $647K
2.42K $1.42M
GS
Goldman Sachs Group Inc

Financial Services
840
+ 933.33%
$486.1 - $608.57 $408K - $511K
930 $533K
AMZN
Amazon Com Inc

Consumer Cyclical
440
+ 5.08%
$180.88 - $232.93 $79.6K - $102K
9.1K $2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.16K
+ 1.96%
$61.68 - $67.87 $318K - $350K
269K $16.7M
VTI
Vanguard Total Stock Market Et

ETFs
1.05K
+ 3000.0%
$280.04 - $302.45 $294K - $318K
1.09K $314K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.99K
+ 3.41%
$113.92 - $127.38 $454K - $508K
121K $13.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
455
+ 1750.0%
$521.84 - $558.82 $237K - $254K
481 $259K
PLTR
Palantir Technologies Inc.

Technology
500
+ 22.47%
$36.46 - $82.38 $18.2K - $41.2K
2.73K $206K
ITOT
Ishares Core S&P Total U.S. St

ETFs
504
+ 3.56%
$124.26 - $134.12 $62.6K - $67.6K
14.7K $1.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
153
+ 46.08%
$481.22 - $538.17 $73.6K - $82.3K
485 $248K
SLV
I Shares Silver Trust

ETFs
1.85K
+ 37.0%
$26.33 - $31.74 $48.7K - $58.7K
6.85K $180K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3
+ 0.1%
$77.25 - $91.3 $232 - $274
3K $256K
COIN
Coinbase Global, Inc.

Technology
39
+ 229.41%
$163.17 - $343.62 $6.36K - $13.4K
56 $14K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
472
+ 100.0%
$19.11 - $24.18 $9.02K - $11.4K
944 $21K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
79
+ 42.25%
$124.61 - $133.96 $9.84K - $10.6K
266 $34K
Fidelity Ethereum Fd
205
+ 39.42%
N/A
725 $24K
SCHA
Schwab Strategic Tr Us Small C

ETFs
45K
+ 100.0%
$25.33 - $51.16 $1.14M - $2.3M
90K $2.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
139
+ 9.99%
$96.64 - $101.23 $13.4K - $14.1K
1.53K $148K
MTDR
Matador Resources CO

Energy
80
+ 26.23%
$50.33 - $60.91 $4.03K - $4.87K
385 $22K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
86
+ 8.31%
$81.68 - $82.93 $7.02K - $7.13K
1.12K $92K
CBT
Cabot Corp

Basic Materials
77
+ 95.06%
$90.64 - $117.0 $6.98K - $9.01K
158 $14K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
83
+ 43.01%
$41.09 - $45.94 $3.41K - $3.81K
276 $12K
JKHY
Henry Jack & Associates Inc

Technology
16
+ 15.84%
$171.12 - $186.18 $2.74K - $2.98K
117 $21K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
30
+ 62.5%
$75.65 - $83.47 $2.27K - $2.5K
78 $6K
LQD
Ishares Iboxx $ Investment Gra

ETFs
51
+ 9.62%
$106.56 - $113.11 $5.43K - $5.77K
581 $62K
CHE
Chemed Corp

Healthcare
6
+ 20.69%
$517.44 - $613.19 $3.1K - $3.68K
35 $19K
CNXC
Concentrix Corp

Technology
105
+ 43.03%
$37.26 - $52.63 $3.91K - $5.53K
349 $15K
SDG
Ishares Trust Ishares Msci Glo

ETFs
34
+ 72.34%
$71.56 - $85.77 $2.43K - $2.92K
81 $6K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.65K
+ 200.0%
$22.4 - $68.28 $36.9K - $113K
2.47K $57K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.67%
$178.39 - $215.0 $178 - $215
151 $29K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
56K
+ 200.0%
$27.54 - $83.04 $1.54M - $4.65M
84K $2.33M
TRNO
Terreno Realty Corp

Real Estate
53
+ 19.27%
$58.62 - $66.94 $3.11K - $3.55K
328 $19K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
35
+ 63.64%
$33.39 - $37.66 $1.17K - $1.32K
90 $3K
Ishares Bitcoin Trust ETF
5
+ 14.29%
N/A
40 $2K
BHF
Brighthouse Financial, Inc.

Financial Services
5
+ 71.43%
$43.95 - $52.91 $220 - $265
12 $1K
BTI
British American Tobacco P.L.C.

Consumer Defensive
17
+ 1.41%
$34.25 - $37.94 $582 - $645
1.22K $44K
JEPI
J P Morgan Exchange Traded Fd

ETFs
16
+ 1.92%
$57.53 - $60.83 $920 - $973
851 $49K
UPS
United Parcel Service Inc

Industrials
2
+ 0.84%
$122.65 - $138.35 $245 - $277
239 $30K
IDV
Ishares Tr

ETFs
17
+ 1.42%
$27.03 - $29.92 $460 - $509
1.22K $33K
KHC
Kraft Heinz CO

Consumer Defensive
10
+ 0.71%
$30.1 - $36.02 $301 - $360
1.42K $44K
EXR
Extra Space Storage Inc.

Real Estate
2
+ 1.13%
$142.35 - $178.32 $285 - $357
179 $27K
WING
Wingstop Inc.

Consumer Cyclical
7
+ 11.67%
$281.09 - $422.95 $1.97K - $2.96K
67 $19K
CMCSA
Comcast Corp

Communication Services
3
+ 0.12%
$37.39 - $45.14 $112 - $135
2.46K $92K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.4K
+ 197.83%
$26.93 - $84.95 $307K - $967K
17.1K $468K
KO
Coca Cola CO

Consumer Defensive
10
+ 0.42%
$61.74 - $71.71 $617 - $717
2.38K $148K
IXC
Ishares Tr Global Energy ETF

ETFs
38
+ 0.33%
$36.95 - $43.06 $1.4K - $1.64K
11.4K $437K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
48
+ 0.52%
$44.04 - $49.49 $2.11K - $2.38K
9.28K $409K
NVO
Novo Nordisk A S

Healthcare
35
+ 1.36%
$85.0 - $120.04 $2.98K - $4.2K
2.61K $225K
Activity Summary
Buys All Purchases 71 New Holdings 21 Increased Positions 50 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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