Centerpoint Advisors, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $286 Million distributed in 464 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 $69.6M, Ishares Msci Usa Quality Facto with a value of $23M, Ishares Tr Russell 1000 ETF with a value of $18.8M, Ishares Core S&P Mid Cap ETF with a value of $16.7M, and Ishares Core S&P Sm Cap ETF with a value of $13.9M.
Examining the 13F form we can see an decrease of $2.06M in the current position value, from $288M to 286M.
Below you can find more details about Centerpoint Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$286 Million
ETFs: $205 Million
Technology: $29.3 Million
Communication Services: $13.4 Million
Healthcare: $9.19 Million
Financial Services: $8.7 Million
Consumer Cyclical: $5.75 Million
Industrials: $4.57 Million
Consumer Defensive: $3.48 Million
Other: $4.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
