Centerpoint Advisors, LLC Sells in Q2 2025

Centerpoint Advisors, LLC

  • $295 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-199
- 0.44%
$172.42 - $223.89 $34.3K - $44.6K
45.2K $9.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-300
- 9.99%
$483.48 - $539.8 $145K - $162K
2.7K $1.31M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-123
- 5.86%
$390.26 - $489.06 $48K - $60.2K
1.98K $802K
TSLA
Tesla, Inc.

Consumer Cyclical
-1K
- 72.67%
$221.86 - $362.89 $222K - $363K
376 $119K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.01K
- 7.64%
$83.54 - $100.04 $252K - $301K
36.4K $3.62M
HD
Home Depot, Inc.

Consumer Cyclical
-495
- 20.89%
$335.24 - $380.78 $166K - $188K
1.87K $687K
JNJ
Johnson & Johnson

Healthcare
-471
- 7.54%
$146.36 - $159.82 $68.9K - $75.3K
5.78K $882K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.85K
- 5.43%
$103.88 - $123.68 $192K - $228K
32.1K $3.97M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.25K
- 40.36%
$67.03 - $80.35 $83.7K - $100K
1.84K $147K
GLW
Corning Inc

Technology
-2K
- 97.56%
$39.07 - $52.59 $78.1K - $105K
50 $3K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.16K
- 38.77%
$72.61 - $88.75 $84.4K - $103K
1.84K $163K
ABNB
Airbnb, Inc.

Consumer Cyclical
-725
- 69.05%
$105.69 - $140.64 $76.6K - $102K
325 $43K
XOM
Exxon Mobil Corp

Energy
-125
- 2.03%
$99.93 - $119.04 $12.5K - $14.9K
6.04K $651K
CMS
Cms Energy Corp

Utilities
-970
- 97.0%
$68.57 - $75.51 $66.5K - $73.2K
30 $2K
IE
Ivanhoe Electric Inc.

Basic Materials
-15K
- 75.57%
$4.74 - $9.91 $71.1K - $149K
4.85K $44K
QCOM
Qualcomm Inc

Technology
-198
- 99.0%
$124.66 - $159.48 $24.7K - $31.6K
2 $0
PG
Procter & Gamble CO

Consumer Defensive
-105
- 12.11%
$157.66 - $172.39 $16.6K - $18.1K
762 $121K
AMGN
Amgen Inc

Healthcare
-71
- 38.59%
$262.28 - $309.85 $18.6K - $22K
113 $32K
RTX
Raytheon Technologies Corp

Industrials
-206
- 29.34%
$113.75 - $148.48 $23.4K - $30.6K
496 $72K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-195
- 78.95%
$100.35 - $100.71 $19.6K - $19.6K
52 $5K
SPGI
S&P Global Inc.

Financial Services
-68
- 7.51%
$438.31 - $527.29 $29.8K - $35.9K
838 $442K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-113
- 56.78%
$149.56 - $212.83 $16.9K - $24K
86 $18K
PEG
Public Service Enterprise Group Inc

Utilities
-196
- 24.11%
$77.13 - $84.18 $15.1K - $16.5K
617 $52K
DELL
Dell Technologies Inc.

Technology
-163
- 88.11%
$71.63 - $125.98 $11.7K - $20.5K
22 $3K
EMR
Emerson Electric CO

Industrials
-161
- 43.51%
$94.15 - $133.33 $15.2K - $21.5K
209 $28K
PFE
Pfizer Inc

Healthcare
-450
- 89.64%
$21.59 - $24.84 $9.72K - $11.2K
52 $1K
HLNE
Hamilton Lane Inc

Financial Services
-52
- 30.23%
$126.65 - $175.49 $6.59K - $9.13K
120 $17K
BWXT
Bwx Technologies, Inc.

Industrials
-162
- 51.1%
$89.24 - $144.06 $14.5K - $23.3K
155 $22K
EHC
Encompass Health Corp

Healthcare
-118
- 39.46%
$96.12 - $122.63 $11.3K - $14.5K
181 $22K
KO
Coca Cola CO

Consumer Defensive
-70
- 10.46%
$68.37 - $73.9 $4.79K - $5.17K
599 $42K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-10
- 18.87%
$419.99 - $501.97 $4.2K - $5.02K
43 $21K
ONTO
Onto Innovation Inc.

Technology
-8
- 6.96%
$88.5 - $133.37 $708 - $1.07K
107 $11K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-66
- 12.79%
N/A
450 $42K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-150
- 3.82%
$66.87 - $79.47 $10K - $11.9K
3.77K $300K
Ge Healthcare Technologies I
-2
- 1.2%
N/A
165 $12K
NIO
Nio Inc.

Consumer Cyclical
-56
- 18.3%
$3.14 - $4.31 $176 - $241
250 $1K
CASY
Caseys General Stores Inc

Consumer Cyclical
-8
- 14.04%
$415.82 - $510.91 $3.33K - $4.09K
49 $25K
F
Ford Motor CO

Consumer Cyclical
-66
- 56.41%
$8.69 - $10.85 $574 - $716
51 $1K
ENSG
Ensign Group, Inc

Healthcare
-32
- 15.92%
$119.93 - $156.36 $3.84K - $5K
169 $26K
IEMG
Ishares Inc

ETFs
-20
- 2.74%
N/A
710 $43K
NEM
Newmont Corp

Basic Materials
-25
- 1.84%
$44.18 - $59.46 $1.1K - $1.49K
1.33K $78K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-85
- 2.64%
$70.44 - $86.87 $5.99K - $7.38K
3.14K $273K
VTI
Vanguard Total Stock Market Et

ETFs
-35
- 3.23%
$243.75 - $303.93 $8.53K - $10.6K
1.05K $319K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8
- 1.66%
$456.74 - $568.03 $3.65K - $4.54K
473 $269K
Ge Vernova Inc
-1
- 0.4%
N/A
247 $131K
Fidelity Wise Origin Bitcoin
-7
- 0.27%
N/A
2.57K $242K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2.34K
- 5.31%
$108.87 - $133.04 $255K - $311K
41.7K $5.54M
VXF
Vanguard Extended Market ETF

ETFs
-234
- 3.88%
$150.43 - $192.71 $35.2K - $45.1K
5.8K $1.12M
GS
Goldman Sachs Group Inc

Financial Services
-80
- 8.6%
$462.22 - $707.75 $37K - $56.6K
850 $602K
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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