Centerpoint Advisors, LLC Portfolio Holdings
Centerpoint Advisors, LLC
- $278 Million
- Q2 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 453
- Current Value $278 Million
- Prior Value $267 Million
- Filing
- Period Q2 2024
- Filing Date July 30, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 38 stocks
- Additional Purchases 73 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks