Centerpoint Advisors, LLC New Holdings in Q3 2025

Centerpoint Advisors, LLC

  • $322 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VRE
Veris Residential, Inc.

Real Estate
73K
New
$13.74 - $16.23 $1M - $1.19M
73K $1.11M
Metsera Inc
5.32K
New
N/A
5.32K $278K
IAU
Ishares Gold Trust

ETFs
1.01K
New
$61.62 - $72.77 $62.5K - $73.8K
1.01K $74K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1K
New
$68.24 - $73.73 $68.2K - $73.7K
1K $73K
AVUV
American Centy ETF Tr Avantis

ETFs
500
New
$90.37 - $102.12 $45.2K - $51.1K
500 $50K
VEU
Vanguard Ftse All World Ex Us

ETFs
500
New
$66.38 - $71.68 $33.2K - $35.8K
500 $36K
UBER
Uber Technologies, Inc

Technology
210
New
$86.91 - $99.57 $18.3K - $20.9K
210 $21K
AAON
Aaon, Inc.

Industrials
222
New
$72.08 - $94.26 $16K - $20.9K
222 $21K
CRM
Salesforce, Inc.

Technology
86
New
$231.66 - $273.65 $19.9K - $23.5K
86 $20K
CTRE
Care Trust Reit, Inc.

Real Estate
588
New
$30.29 - $34.8 $17.8K - $20.5K
588 $20K
DE
Deere & CO

Industrials
31
New
$457.26 - $524.37 $14.2K - $16.3K
31 $14K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
32
New
$366.54 - $479.53 $11.7K - $15.3K
32 $12K
SHW
Sherwin Williams CO

Basic Materials
35
New
$330.88 - $375.23 $11.6K - $13.1K
35 $12K
FISV
Fiserv Inc

Technology
84
New
N/A
84 $11K
MCK
Mckesson Corp

Healthcare
14
New
$659.01 - $772.54 $9.23K - $10.8K
14 $11K
ATR
Aptargroup, Inc.

Healthcare
77
New
$130.82 - $161.82 $10.1K - $12.5K
77 $10K
ISRG
Intuitive Surgical Inc

Healthcare
22
New
$433.66 - $544.47 $9.54K - $12K
22 $10K
SNPS
Synopsys Inc

Technology
20
New
$387.78 - $645.35 $7.76K - $12.9K
20 $10K
CI
Cigna Corp

Healthcare
31
New
$262.23 - $334.39 $8.13K - $10.4K
31 $9K
CEG
Constellation Energy Corp

Utilities
26
New
$298.82 - $354.89 $7.77K - $9.23K
26 $9K
AVUS
American Centy ETF Tr Avantis

ETFs
75
New
$101.2 - $109.16 $7.59K - $8.19K
75 $8K
WMB
Williams Companies, Inc.

Energy
109
New
$56.52 - $64.01 $6.16K - $6.98K
109 $7K
WELL
Welltower Inc.

Real Estate
42
New
$150.71 - $178.14 $6.33K - $7.48K
42 $7K
Tamboran Res Corp
250
New
N/A
250 $7K
Gsk PLC
152
New
N/A
152 $7K
MELI
Mercadolibre Inc

Consumer Cyclical
3
New
$2292.04 - $2514.05 $6.88K - $7.54K
3 $7K
Te Connectivity PLC
31
New
N/A
31 $7K
USB
Us Bancorp \De\

Financial Services
140
New
$43.94 - $50.41 $6.15K - $7.06K
140 $7K
SCHW
Schwab Charles Corp

Financial Services
77
New
$91.03 - $98.69 $7.01K - $7.6K
77 $7K
CDNS
Cadence Design Systems Inc

Technology
20
New
$309.46 - $373.37 $6.19K - $7.47K
20 $7K
KKR
Kkr & Co. Inc.

Financial Services
45
New
$129.95 - $152.16 $5.85K - $6.85K
45 $6K
GILD
Gilead Sciences, Inc.

Healthcare
56
New
$108.22 - $120.47 $6.06K - $6.75K
56 $6K
RELX
Relx PLC

Communication Services
133
New
$45.13 - $54.19 $6K - $7.21K
133 $6K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
70
New
$91.44 - $91.77 $6.4K - $6.42K
70 $6K
BCS
Barclays PLC

Financial Services
257
New
$17.88 - $21.05 $4.6K - $5.41K
257 $5K
TTE
Total Energies Se

Energy
86
New
N/A
86 $5K
SNY
Sanofi

Healthcare
94
New
$45.07 - $51.35 $4.24K - $4.83K
94 $4K
SLB
Schlumberger Limited

Energy
112
New
$32.37 - $37.31 $3.63K - $4.18K
112 $4K
SHEL
Shell PLC

Energy
58
New
$69.82 - $73.93 $4.05K - $4.29K
58 $4K
SAN
Banco Santander, S.A.

Financial Services
358
New
$8.27 - $10.48 $2.96K - $3.75K
358 $4K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
207
New
$14.73 - $19.31 $3.05K - $4K
207 $4K
PNR
Pentair PLC

Industrials
40
New
$100.62 - $112.59 $4.02K - $4.5K
40 $4K
BP
Bp PLC

Energy
84
New
$30.25 - $35.69 $2.54K - $3K
84 $3K
HSBC
Hsbc Holdings PLC

Financial Services
40
New
$60.27 - $70.98 $2.41K - $2.84K
40 $3K
TM
Toyota Motor Corp

Consumer Cyclical
14
New
$167.86 - $202.79 $2.35K - $2.84K
14 $3K
PHG
Koninklijke Philips Nv

Healthcare
103
New
$23.84 - $28.62 $2.46K - $2.95K
103 $3K
MT
Arcelor Mittal

Basic Materials
91
New
$30.39 - $36.94 $2.77K - $3.36K
91 $3K
LYG
Lloyds Banking Group PLC

Financial Services
557
New
$4.03 - $4.63 $2.24K - $2.58K
557 $3K
HLX
Helix Energy Solutions Group Inc

Energy
500
New
$5.7 - $6.96 $2.85K - $3.48K
500 $3K
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
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