Centerpoint Advisors, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $278 Million distributed in 453 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 $65.9M, Ishares Msci Usa Quality Facto with a value of $23.4M, Ishares Tr Russell 1000 ETF with a value of $19M, Ishares Core S&P Mid Cap ETF with a value of $15.3M, and Ishares Core S&P Sm Cap ETF with a value of $12.4M.
Examining the 13F form we can see an increase of $10.6M in the current position value, from $267M to 278M.
Below you can find more details about Centerpoint Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$278 Million
ETFs: $198 Million
Technology: $29 Million
Communication Services: $13 Million
Healthcare: $12 Million
Financial Services: $8 Million
Consumer Cyclical: $4.88 Million
Consumer Defensive: $3.39 Million
Industrials: $3.23 Million
Other: $5.63 Million
Stock Holdings Table Market Cap. of $200 Billions or more