Centerpoint Advisors, LLC ETFs

Centerpoint Advisors, LLC

$271 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IEMG Ishares Inc	$0	$39,000 0.01% of portfolio	730	Q4 2024 Reduced 65.32%
QTEC First Trust Nasdaq 100 Technol	$0	$35,000 0.01% of portfolio	199	Q1 2025 Added 2.58%
IWM Ishares Russell 2000 ETF	$0	$29,000 0.01% of portfolio	144	Q1 2025 Added 15.2%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$25,000 0.01% of portfolio	247	Q1 2025 New
DVY Ishares Tr	$0	$23,000 0.01% of portfolio	170	Q1 2025 Reduced 66.73%
XOP Spdr Ser Tr Oil & Gas Explorat	$0	$23,000 0.01% of portfolio	175	Q2 2023 Added 25.0%
BOTZ Global X Fds	$0	$20,000 0.01% of portfolio	700	Q3 2023 New
URA Global X Uranium ETF	$0	$19,000 0.01% of portfolio	850	Q3 2024 New
ESML Ishares Esg Aware Msci Usa Sma	$0	$14,000 0.01% of portfolio	361	Q1 2025 Added 30.8%
WTAI Wisdomtree Tr Artificial Intel	$0	$11,000 0.0% of portfolio	575	Q3 2023 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$10,000 0.0% of portfolio	197	Q1 2025 Reduced 47.33%
ROBT First Tr Exchange Traded Fd Vi	$0	$10,000 0.0% of portfolio	250	Q3 2023 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$9,000 0.0% of portfolio	214	Q1 2024 New
ESGD Ishares Trust Ishares Esg Awar	$0	$8,000 0.0% of portfolio	93	Q1 2025 Added 19.23%
NLR Vaneck ETF Tr Uranium+Nuclear	$0	$7,000 0.0% of portfolio	100	Q1 2025 New
SDG Ishares Trust Ishares Msci Glo	$0	$7,000 0.0% of portfolio	101	Q1 2025 Added 24.69%
SOXX Ishares Semiconductor ETF	$0	$6,000 0.0% of portfolio	30	Q1 2024 Added 200.0%
VEA Vanguard Ftse Developed Market	$0	$6,000 0.0% of portfolio	117	Q4 2023 Reduced 98.85%
IHAK Ishares Tr Cybersecurity & Tec	$0	$5,000 0.0% of portfolio	100	Q4 2021 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$4,000 0.0% of portfolio	86	Q1 2025 Reduced 99.07%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$4,000 0.0% of portfolio	108	Q1 2025 Added 20.0%
VNQ Vanguard Specialized Funds Van	$0	$3,000 0.0% of portfolio	31	Q3 2023 New
EMB Ishares Tr	$0	$3,000 0.0% of portfolio	31	Q3 2023 New
VT Vanguard Total World Stk Index	$0	$1,000 0.0% of portfolio	7	Q1 2025 New
DGRO Ishares Core Dividend Growth E	$0	$1,000 0.0% of portfolio	12	Q3 2024 New
EWJ Ishares Msci Japan ETF	$0	$1,000 0.0% of portfolio	8	Q3 2024 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$1,000 0.0% of portfolio	3	Q4 2022 New
VTWO Vanguard Russell 2000 ETF	$0	$1,000 0.0% of portfolio	9	Q3 2024 New
XLF Financial Sector Spdr	$0	$1,000 0.0% of portfolio	25	Q1 2025 Reduced 50.0%
XLU Utilities Sector Spdr	$0	$0 0.0% of portfolio	1	Q4 2022 Reduced 85.71%
XLP Consumer Staples Sector Spdr	$0	$0 0.0% of portfolio	1	Q1 2023 Reduced 90.91%
ICLN Ishares	$0	$0 0.0% of portfolio	17	Q4 2024 Reduced 98.48%
VOE Vanguard Mid Cap Value Index F	$0	$0 0.0% of portfolio	3	Q3 2024 New
NOBL Proshares S&P 500 Dividend Ari	$0	$0 0.0% of portfolio	1	Q4 2024 Reduced 98.8%
EMXC Ishares Inc Msci Emerging Mkts	$0	$0 0.0% of portfolio	5	Q3 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$0 0.0% of portfolio	2	Q3 2024 New

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