Centerpoint Advisors, LLC New Holdings in Q2 2025

Centerpoint Advisors, LLC

  • $295 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMMD
Ishares Tr Russell 2500 ETF

ETFs
30.6K
New
$54.81 - $67.78 $1.68M - $2.08M
30.6K $2.08M
COF
Capital One Financial Corp

Financial Services
247
New
$150.57 - $212.76 $37.2K - $52.6K
247 $53K
Galaxy Digital Inc.
1.5K
New
N/A
1.5K $33K
Newsmax Inc
1.36K
New
N/A
1.36K $21K
PRI
Primerica, Inc.

Financial Services
67
New
$244.39 - $290.62 $16.4K - $19.5K
67 $18K
Rocket Lab Corp
375
New
N/A
375 $13K
AFL
Aflac Inc

Financial Services
36
New
$99.77 - $112.45 $3.59K - $4.05K
36 $4K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
100
New
$30.03 - $40.05 $3K - $4K
100 $4K
CB
Chubb LTD

Financial Services
14
New
$274.32 - $302.46 $3.84K - $4.23K
14 $4K
LHX
L3 Harris Technologies, Inc.

Industrials
12
New
$200.21 - $256.99 $2.4K - $3.08K
12 $3K
GD
General Dynamics Corp

Industrials
11
New
$247.68 - $291.66 $2.72K - $3.21K
11 $3K
PAYX
Paychex Inc

Industrials
21
New
$137.01 - $159.78 $2.88K - $3.36K
21 $3K
PHVS
Pharvaris N.V.

Healthcare
100
New
$11.83 - $18.66 $1.18K - $1.87K
100 $2K
WEC
Wec Energy Group, Inc.

Utilities
18
New
$102.24 - $109.76 $1.84K - $1.98K
18 $2K
Amentum Holdings Inc
69
New
N/A
69 $2K
TXN
Texas Instruments Inc

Technology
3
New
N/A
3 $1K
NOC
Northrop Grumman Corp

Industrials
2
New
$456.3 - $540.39 $913 - $1.08K
2 $1K
PPG
Ppg Industries Inc

Basic Materials
10
New
$91.66 - $115.04 $917 - $1.15K
10 $1K
PH
Parker Hannifin Corp

Industrials
2
New
$517.23 - $700.54 $1.03K - $1.4K
2 $1K
BK
Bank Of New York Mellon Corp

Financial Services
11
New
$73.31 - $91.62 $806 - $1.01K
11 $1K
RNA
Avidity Biosciences, Inc.

Healthcare
50
New
$24.08 - $36.24 $1.2K - $1.81K
50 $1K
BMY
Bristol Myers Squibb CO

Healthcare
14
New
$44.12 - $59.6 $618 - $834
14 $1K
VLO
Valero Energy Corp

Energy
5
New
$104.69 - $141.77 $523 - $709
5 $1K
TT
Trane Technologies PLC

Industrials
2
New
$315.21 - $437.41 $630 - $875
2 $1K
ETR
Entergy Corp

Utilities
8
New
$79.01 - $86.61 $632 - $693
8 $1K
MS
Morgan Stanley

Financial Services
7
New
$99.83 - $140.86 $699 - $986
7 $1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
11
New
$63.54 - $68.5 $699 - $754
11 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
New
$212.1 - $244.27 $1.06K - $1.22K
5 $1K
CME
Cme Group Inc.

Financial Services
3
New
$252.37 - $290.71 $757 - $872
3 $1K
AEE
Ameren Corp

Utilities
4
New
$94.23 - $101.68 $377 - $407
4 $0
CMI
Cummins Inc

Industrials
1
New
$267.12 - $336.65 $267 - $337
1 $0
CSX
Csx Corp

Industrials
14
New
$26.69 - $32.91 $374 - $461
14 $0
GIS
General Mills Inc

Consumer Defensive
9
New
$50.37 - $60.97 $453 - $549
9 $0
AEP
American Electric Power CO Inc

Utilities
4
New
$98.59 - $109.11 $394 - $436
4 $0
AVB
Avalonbay Communities Inc

Real Estate
1
New
$187.23 - $215.61 $187 - $216
1 $0
PLD
Prologis, Inc.

Real Estate
3
New
$89.76 - $112.34 $269 - $337
3 $0
GPC
Genuine Parts CO

Consumer Cyclical
2
New
$105.54 - $129.09 $211 - $258
2 $0
AVY
Avery Dennison Corp

Industrials
2
New
$159.58 - $183.97 $319 - $368
2 $0
BDX
Becton Dickinson & CO

Healthcare
1
New
$165.15 - $226.42 $165 - $226
1 $0
PKG
Packaging Corp Of America

Consumer Cyclical
2
New
$175.97 - $201.36 $352 - $403
2 $0
EOG
Eog Resources Inc

Energy
4
New
$104.61 - $129.97 $418 - $520
4 $0
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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