Centerpoint Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $322 Million distributed in 466 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 $87.2M, Ishares Msci Usa Quality Facto with a value of $26.2M, Ishares Tr Russell 1000 ETF with a value of $21.2M, Ishares Core S&P Mid Cap ETF with a value of $19.4M, and Ishares Core S&P Sm Cap ETF with a value of $15.2M.
Examining the 13F form we can see an increase of $27.5M in the current position value, from $295M to 322M.
Below you can find more details about Centerpoint Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$322 Million
ETFs: $237 Million
Technology: $33 Million
Communication Services: $14.7 Million
Financial Services: $9.47 Million
Healthcare: $6.56 Million
Consumer Cyclical: $5.13 Million
Industrials: $5.11 Million
Consumer Defensive: $3.34 Million
Other: $5.88 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
