Centerpoint Advisors, LLC Reduced Holdings in Q1 2025

Centerpoint Advisors, LLC

  • $271 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
-650
- 56.42%
$25.01 - $27.13 $16.3K - $17.6K
502 $13K
SNA
Snap On Inc

Industrials
-40
- 3.23%
$324.09 - $358.62 $13K - $14.3K
1.2K $403K
PLPC
Preformed Line Products CO

Industrials
-125
- 50.0%
$120.05 - $152.34 $15K - $19K
125 $18K
SPGI
S&P Global Inc.

Financial Services
-46
- 4.83%
$478.26 - $543.77 $22K - $25K
906 $460K
HPE
Hewlett Packard Enterprise CO

Technology
-330
- 24.81%
$14.77 - $24.42 $4.87K - $8.06K
1K $15K
HPQ
Hp Inc

Technology
-260
- 20.63%
$27.69 - $34.72 $7.2K - $9.03K
1K $28K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-100
- 16.23%
N/A
516 $45K
HE
Hawaiian Electric Industries Inc

Utilities
-1.16K
- 78.9%
$8.18 - $11.46 $9.48K - $13.3K
310 $3K
UNP
Union Pacific Corp

Industrials
-50
- 32.89%
$225.21 - $254.42 $11.3K - $12.7K
102 $24K
COIN
Coinbase Global, Inc.

Technology
-39
- 69.64%
$172.23 - $301.3 $6.72K - $11.8K
17 $3K
LOW
Lowes Companies Inc

Consumer Cyclical
-13
- 2.84%
$222.66 - $268.42 $2.89K - $3.49K
444 $104K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-177
- 47.33%
$50.39 - $50.66 $8.92K - $8.97K
197 $10K
ADP
Automatic Data Processing Inc

Industrials
-32
- 20.38%
$286.85 - $318.64 $9.18K - $10.2K
125 $38K
CNS
Cohen & Steers, Inc.

Financial Services
-47
- 16.32%
$75.52 - $92.6 $3.55K - $4.35K
241 $19K
MDT
Medtronic PLC

Healthcare
-300
- 16.0%
$79.84 - $94.5 $24K - $28.4K
1.58K $142K
BR
Broadridge Financial Solutions, Inc.

Technology
-38
- 42.7%
$221.46 - $244.83 $8.42K - $9.3K
51 $12K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-18
- 19.15%
$186.55 - $250.04 $3.36K - $4.5K
76 $15K
KHC
Kraft Heinz CO

Consumer Defensive
-190
- 13.39%
$28.51 - $32.22 $5.42K - $6.12K
1.23K $37K
APD
Air Products & Chemicals, Inc.

Basic Materials
-62
- 2.46%
$283.24 - $338.07 $17.6K - $21K
2.46K $725K
Ge Vernova Inc
-2
- 0.8%
N/A
248 $76K
TDVG
T Rowe Price Exchange Traded F

Technology
-138
- 11.15%
$39.23 - $42.13 $5.41K - $5.81K
1.1K $44K
Solventum Corp
-75
- 80.65%
N/A
18 $1K
EXPI
Exp World Holdings, Inc.

Real Estate
-408
- 41.42%
$9.38 - $11.76 $3.83K - $4.8K
577 $6K
CHWY
Chewy, Inc.

Consumer Cyclical
-100
- 33.33%
$31.83 - $39.8 $3.18K - $3.98K
200 $7K
GFL
Gfl Environmental Inc.

Industrials
-107
- 19.74%
$41.72 - $48.8 $4.46K - $5.22K
435 $21K
INTC
Intel Corp

Technology
-250
- 17.83%
$19.1 - $27.39 $4.78K - $6.85K
1.15K $26K
CVS
Cvs Health Corp

Healthcare
-162
- 44.75%
$44.22 - $68.64 $7.16K - $11.1K
200 $14K
TJX
Tjx Companies Inc

Consumer Cyclical
-55
- 1.13%
$112.81 - $126.16 $6.2K - $6.94K
4.8K $584K
OGN
Organon & Co.

Healthcare
-63
- 75.9%
$14.29 - $16.41 $900 - $1.03K
20 $0
VTRS
Viatris Inc

Healthcare
-78
- 92.86%
$8.68 - $12.42 $677 - $969
6 $0
ESLT
Elbit Systems LTD

Industrials
-50
- 33.33%
$261.47 - $413.0 $13.1K - $20.7K
100 $38K
SOFI
So Fi Technologies, Inc.

Financial Services
-25
- 50.0%
$11.18 - $18.03 $280 - $451
25 $0
F
Ford Motor CO

Consumer Cyclical
-133
- 53.2%
$9.12 - $10.43 $1.21K - $1.39K
117 $1K
XLF
Financial Sector Spdr

ETFs
-25
- 50.0%
$47.32 - $52.19 $1.18K - $1.3K
25 $1K
MAG
Mag Silver Corp

Basic Materials
-100
- 33.33%
$13.74 - $17.1 $1.37K - $1.71K
200 $3K
IXC
Ishares Tr Global Energy ETF

ETFs
-1.05K
- 9.19%
$38.48 - $42.16 $40.4K - $44.3K
10.4K $437K
LFMD
Life Md, Inc.

Healthcare
-100
- 50.0%
$4.27 - $8.3 $427 - $830
100 $1K
Ge Healthcare Technologies I
-2
- 1.18%
N/A
167 $13K
PGR
Progressive Corp

Financial Services
-40
- 11.4%
$235.61 - $291.22 $9.42K - $11.6K
311 $88K
COST
Costco Wholesale Corp

Consumer Defensive
-35
- 2.6%
$890.62 - $1076.86 $31.2K - $37.7K
1.31K $1.24M
CTAS
Cintas Corp

Industrials
-20
- 3.81%
$182.09 - $208.14 $3.64K - $4.16K
505 $104K
VZ
Verizon Communications Inc

Communication Services
-91
- 3.56%
$37.81 - $46.49 $3.44K - $4.23K
2.46K $112K
IBM
International Business Machines Corp

Technology
-20
- 3.47%
$217.4 - $264.74 $4.35K - $5.29K
556 $138K
PLTR
Palantir Technologies Inc.

Technology
-127
- 4.66%
$64.98 - $124.62 $8.25K - $15.8K
2.6K $219K
ABT
Abbott Laboratories

Healthcare
-78
- 6.27%
$111.1 - $140.22 $8.67K - $10.9K
1.17K $155K
GE
General Electric CO

Industrials
-8
- 0.8%
$168.59 - $212.13 $1.35K - $1.7K
993 $199K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-255
- 2.92%
$74.85 - $84.89 $19.1K - $21.6K
8.49K $694K
XOM
Exxon Mobil Corp

Energy
-295
- 4.57%
$105.44 - $118.93 $31.1K - $35.1K
6.16K $733K
GLD
Spdr Gold Trust

ETFs
-75
- 4.76%
$243.19 - $288.14 $18.2K - $21.6K
1.5K $432K
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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