Centerpoint Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $288 Million distributed in 482 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 $70.1M, Ishares Msci Usa Quality Facto with a value of $24.4M, Ishares Tr Russell 1000 ETF with a value of $19.8M, Ishares Core S&P Mid Cap ETF with a value of $16.4M, and Ishares Core S&P Sm Cap ETF with a value of $13.7M.
Examining the 13F form we can see an increase of $10.1M in the current position value, from $278M to 288M.
Below you can find more details about Centerpoint Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$288 Million
ETFs: $209 Million
Technology: $29 Million
Communication Services: $12.1 Million
Healthcare: $10.7 Million
Financial Services: $7.89 Million
Consumer Cyclical: $5.19 Million
Consumer Defensive: $3.49 Million
Industrials: $3.43 Million
Other: $5.98 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
