Centerpoint Advisors, LLC Incresed Positions in Q2 2025

Centerpoint Advisors, LLC

  • $295 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Allurion Technologies Inc
3.03K
+ 91.29%
N/A
6.35K $15K
NKE
Nike, Inc.

Consumer Cyclical
25
+ 8.56%
$53.27 - $72.04 $1.33K - $1.8K
317 $23K
KLIC
Kulicke & Soffa Industries Inc

Technology
73
+ 18.48%
$27.65 - $35.38 $2.02K - $2.58K
468 $16K
T
At&T Inc.

Communication Services
44
+ 1.8%
$26.33 - $28.94 $1.16K - $1.27K
2.49K $72K
CSL
Carlisle Companies Inc

Industrials
3
+ 5.45%
$317.1 - $408.5 $951 - $1.23K
58 $22K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
48
+ 13.3%
$33.46 - $41.33 $1.61K - $1.98K
409 $17K
BC
Brunswick Corp

Consumer Cyclical
53
+ 24.42%
$41.93 - $58.37 $2.22K - $3.09K
270 $15K
ITW
Illinois Tool Works Inc

Industrials
14
+ 14.0%
$218.41 - $252.43 $3.06K - $3.53K
114 $28K
VAL
Valaris LTD

Energy
60
+ 80.0%
$28.94 - $46.88 $1.74K - $2.81K
135 $6K
CMCSA
Comcast Corp

Communication Services
78
+ 11.68%
$32.84 - $36.72 $2.56K - $2.86K
746 $27K
PNC
Pnc Financial Services Group, Inc.

Financial Services
5
+ 3.27%
$149.76 - $186.42 $749 - $932
158 $29K
SO
Southern CO

Utilities
8
+ 2.31%
$84.91 - $92.56 $679 - $740
354 $33K
CHDN
Churchill Downs Inc

Consumer Cyclical
27
+ 18.12%
$87.99 - $111.79 $2.38K - $3.02K
176 $18K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7
+ 6.48%
$30.87 - $39.17 $216 - $274
115 $5K
TGT
Target Corp

Consumer Defensive
13
+ 650.0%
$88.76 - $105.77 $1.15K - $1.38K
15 $1K
FDS
Factset Research Systems Inc

Financial Services
4
+ 10.81%
$398.85 - $473.32 $1.6K - $1.89K
41 $18K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6
+ 6.45%
$73.02 - $90.22 $438 - $541
99 $9K
PSX
Phillips 66

Energy
22
+ 7.33%
$92.87 - $125.73 $2.04K - $2.77K
322 $38K
OXY
Occidental Petroleum Corp

Energy
100
+ 25.0%
$36.11 - $49.33 $3.61K - $4.93K
500 $21K
SDG
Ishares Trust Ishares Msci Glo

ETFs
11
+ 10.89%
$65.66 - $77.49 $722 - $852
112 $8K
JEPI
J P Morgan Exchange Traded Fd

ETFs
24
+ 2.55%
$51.14 - $57.0 $1.23K - $1.37K
966 $55K
UNP
Union Pacific Corp

Industrials
3
+ 2.94%
$208.27 - $238.46 $625 - $715
105 $24K
EXR
Extra Space Storage Inc.

Real Estate
2
+ 1.1%
$126.61 - $152.99 $253 - $306
183 $27K
LOW
Lowes Companies Inc

Consumer Cyclical
23
+ 5.18%
$210.83 - $235.28 $4.85K - $5.41K
467 $104K
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 6.36%
$285.55 - $321.23 $3.14K - $3.53K
184 $54K
SBUX
Starbucks Corp

Consumer Cyclical
25
+ 6.96%
$79.69 - $99.41 $1.99K - $2.49K
384 $35K
PSA
Public Storage

Real Estate
1
+ 0.9%
$266.31 - $309.77 $266 - $310
112 $33K
RIO
Rio Tinto PLC

Basic Materials
13
+ 2.14%
$52.32 - $62.75 $680 - $816
620 $36K
DTE
Dte Energy CO

Utilities
2
+ 1.11%
$127.39 - $139.49 $255 - $279
182 $24K
CL
Colgate Palmolive CO

Consumer Defensive
15
+ 2.32%
$87.57 - $96.0 $1.31K - $1.44K
662 $60K
ZTS
Zoetis Inc.

Healthcare
9
+ 2.86%
$144.41 - $170.3 $1.3K - $1.53K
324 $51K
NOG
Northern Oil & Gas, Inc.

Energy
10
+ 1.95%
$20.6 - $32.16 $206 - $322
523 $15K
WM
Waste Management Inc

Industrials
3
+ 0.81%
$216.47 - $242.1 $649 - $726
373 $85K
NEE
Nextera Energy Inc

Utilities
34
+ 0.82%
$64.11 - $75.0 $2.18K - $2.55K
4.17K $289K
MDT
Medtronic PLC

Healthcare
7
+ 0.44%
$80.68 - $88.86 $565 - $622
1.58K $138K
VZ
Verizon Communications Inc

Communication Services
2
+ 0.08%
$41.67 - $45.62 $83.3 - $91.2
2.47K $107K
KHC
Kraft Heinz CO

Consumer Defensive
12
+ 0.98%
$25.61 - $30.81 $307 - $370
1.24K $32K
MRK
Merck & Co., Inc.

Healthcare
7
+ 0.68%
$73.47 - $87.12 $514 - $610
1.04K $82K
CVX
Chevron Corp

Energy
25
+ 3.23%
$133.73 - $168.51 $3.34K - $4.21K
798 $114K
COP
Conocophillips

Energy
6
+ 0.53%
$82.66 - $106.1 $496 - $637
1.14K $102K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10
+ 0.06%
$24.32 - $27.87 $243 - $279
17.5K $464K
IXC
Ishares Tr Global Energy ETF

ETFs
30
+ 0.29%
$34.69 - $42.32 $1.04K - $1.27K
10.4K $409K
PEP
Pepsico Inc

Consumer Defensive
17
+ 0.95%
$128.02 - $151.37 $2.18K - $2.57K
1.81K $239K
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.71%
$170.16 - $206.27 $2.04K - $2.48K
1.7K $315K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.68%
$274.35 - $599.47 $2.19K - $4.8K
1.19K $372K
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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