Centerpoint Advisors, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $295 Million distributed in 415 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $80.8M, Ishares Msci Usa Quality Facto with a value of $25M, Ishares Tr Russell 1000 ETF with a value of $20.2M, Ishares Core S&P Mid Cap ETF with a value of $18.2M, and Ishares Core S&P Sm Cap ETF with a value of $13.8M.
Examining the 13F form we can see an increase of $24.2M in the current position value, from $271M to 295M.
Below you can find more details about Centerpoint Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$295 Million
ETFs: $221 Million
Technology: $28.3 Million
Communication Services: $11.1 Million
Financial Services: $8.9 Million
Healthcare: $6.11 Million
Industrials: $5.61 Million
Consumer Cyclical: $4.63 Million
Consumer Defensive: $3.35 Million
Other: $4.55 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
