Centerpoint Advisors, LLC Reduced Holdings in Q1 2025

Centerpoint Advisors, LLC

  • $271 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-5.22K
- 15.3%
$156.06 - $207.71 $815K - $1.08M
28.9K $4.51M
AAPL
Apple Inc.

Technology
-1.53K
- 3.25%
$209.68 - $247.1 $320K - $378K
45.4K $10.1M
GOOGL
Alphabet Inc.

Communication Services
-5.11K
- 20.47%
$154.33 - $206.19 $788K - $1.05M
19.8K $3.07M
LMAT
Lemaitre Vascular Inc

Healthcare
-17.5K
- 98.71%
$78.82 - $104.0 $1.38M - $1.82M
229 $19K
IVW
Ishares S&P 500 Growth ETF

ETFs
-738
- 0.59%
$92.45 - $106.69 $68.2K - $78.7K
124K $11.5M
MSFT
Microsoft Corp

Technology
-152
- 0.66%
$375.39 - $447.2 $57.1K - $68K
22.8K $8.56M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-3.09K
- 4.44%
$81.62 - $96.63 $252K - $298K
66.5K $5.54M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.59K
- 3.49%
$121.0 - $142.28 $193K - $227K
44K $5.48M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-391
- 0.98%
$96.3 - $112.23 $37.7K - $43.9K
39.4K $3.84M
TSLA
Tesla, Inc.

Consumer Cyclical
-550
- 28.56%
$222.15 - $428.22 $122K - $236K
1.38K $357K
AMZN
Amazon Com Inc

Consumer Cyclical
-276
- 3.03%
$190.26 - $242.06 $52.5K - $66.8K
8.82K $1.68M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-940
- 2.69%
$117.4 - $131.02 $110K - $123K
34K $4.07M
BAC
Bank Of America Corp

Financial Services
-5.97K
- 72.4%
$39.61 - $47.74 $237K - $285K
2.28K $95K
SPYG
Spdr Portfolio

ETFs
-1.7K
- 11.5%
$80.05 - $92.39 $136K - $157K
13.1K $1.05M
ORCL
Oracle Corp

Technology
-60
- 0.89%
$139.81 - $186.47 $8.39K - $11.2K
6.71K $938K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-215
- 9.29%
$497.6 - $606.74 $107K - $130K
2.1K $1.05M
META
Meta Platforms, Inc.

Communication Services
-213
- 8.82%
$576.36 - $736.67 $123K - $157K
2.2K $1.27M
VXF
Vanguard Extended Market ETF

ETFs
-59
- 0.97%
$170.36 - $201.04 $10.1K - $11.9K
6.04K $1.04M
AXP
American Express CO

Financial Services
-10
- 0.26%
$255.39 - $325.87 $2.55K - $3.26K
3.84K $1.03M
KO
Coca Cola CO

Consumer Defensive
-1.72K
- 71.94%
$60.81 - $72.32 $104K - $124K
669 $48K
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.35K
- 74.02%
$33.21 - $53.49 $78K - $126K
825 $27K
UNH
Unitedhealth Group Inc

Healthcare
-204
- 14.7%
$461.52 - $548.18 $94.2K - $112K
1.18K $620K
LLY
Eli Lilly & CO

Healthcare
-203
- 11.89%
$725.72 - $929.72 $147K - $189K
1.51K $1.24M
CSCO
Cisco Systems, Inc.

Technology
-1.3K
- 39.33%
$58.74 - $64.87 $76.5K - $84.5K
2.01K $124K
SYK
Stryker Corp

Healthcare
-250
- 14.29%
$355.18 - $399.9 $88.8K - $100K
1.5K $558K
CMCSA
Comcast Corp

Communication Services
-1.8K
- 72.89%
$33.19 - $38.23 $59.6K - $68.7K
668 $25K
HWKN
Hawkins Inc

Basic Materials
-500
- 80.0%
$101.28 - $122.97 $50.6K - $61.5K
125 $13K
HD
Home Depot, Inc.

Consumer Cyclical
-25
- 1.04%
$347.25 - $424.87 $8.68K - $10.6K
2.37K $868K
NVO
Novo Nordisk A S

Healthcare
-250
- 9.58%
$69.3 - $90.95 $17.3K - $22.7K
2.36K $164K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3
- 0.1%
$65.15 - $91.81 $195 - $275
3K $196K
CVX
Chevron Corp

Energy
-528
- 40.58%
$146.71 - $167.97 $77.5K - $88.7K
773 $129K
HON
Honeywell International Inc

Industrials
-209
- 22.87%
$202.75 - $226.52 $42.4K - $47.3K
705 $149K
PG
Procter & Gamble CO

Consumer Defensive
-347
- 28.58%
$158.56 - $176.26 $55K - $61.2K
867 $148K
MRK
Merck & Co., Inc.

Healthcare
-466
- 31.05%
$83.01 - $101.02 $38.7K - $47.1K
1.04K $93K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-73
- 15.05%
$468.34 - $539.52 $34.2K - $39.4K
412 $193K
EMR
Emerson Electric CO

Industrials
-387
- 51.12%
$108.64 - $131.17 $42K - $50.8K
370 $41K
WMT
Walmart Inc.

Consumer Defensive
-375
- 5.55%
$84.5 - $105.05 $31.7K - $39.4K
6.38K $560K
NBN
Northeast Bk Lewiston Me Com

Financial Services
-500
- 11.76%
$89.03 - $109.56 $44.5K - $54.8K
3.75K $343K
DVY
Ishares Tr

ETFs
-341
- 66.73%
$128.58 - $138.1 $43.8K - $47.1K
170 $23K
JNJ
Johnson & Johnson

Healthcare
-1.21K
- 16.22%
$142.06 - $167.7 $172K - $203K
6.25K $1.04M
DUK
Duke Energy Corp

Utilities
-408
- 42.46%
$105.87 - $121.97 $43.2K - $49.8K
553 $67K
MCD
Mcdonalds Corp

Consumer Cyclical
-140
- 44.73%
$279.74 - $321.29 $39.2K - $45K
173 $54K
DGX
Quest Diagnostics Inc

Healthcare
-251
- 69.34%
N/A
111 $19K
DIS
Walt Disney CO

Communication Services
-10
- 0.41%
$96.87 - $114.0 $969 - $1.14K
2.41K $237K
IVE
Ishares S&P 500 Value ETF

ETFs
-102
- 0.26%
$185.78 - $198.58 $18.9K - $20.3K
38.8K $7.4M
KEY
Keycorp

Financial Services
-1.7K
- 51.57%
$15.15 - $18.3 $25.8K - $31.2K
1.6K $26K
ETN
Eaton Corp PLC

Industrials
-55
- 22.45%
$271.83 - $371.23 $15K - $20.4K
190 $52K
BGI
Birks Group Inc.

Consumer Cyclical
-13.3K
- 88.33%
$1.06 - $1.86 $14K - $24.6K
1.75K $2K
DELL
Dell Technologies Inc.

Technology
-125
- 40.32%
$90.34 - $124.66 $11.3K - $15.6K
185 $17K
Activity Summary
Buys All Purchases 62 New Holdings 16 Increased Positions 46 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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