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CIK: 0001733788
Total reported value
$352.2M
$352.2M
464 檔
40.3%
As reported in its official Q4 2024 Form 13F filing, Centerpoint Advisors, LLC's tracked investment portfolio stood at $352.2M with 464 total positions.
During Q4 2024, Centerpoint Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 464 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.39% | +0.24% | -2.69% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.04% | +0.04% | -5.19% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 6.59% | +0.01% | -7.48% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.86% | +0.15% | +1.96% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.88% | +0.21% | +3.41% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.44% | +0.18% | -2.31% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.12% | -0.13% | +0.48% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.39% | -0.32% | -3.00% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.60% | -0.17% | -2.21% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | +0.16% | -0.22% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.21% | — | -2.45% | |
| 12 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.16% | +0.13% | -2.44% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.15% | -15.51% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.53% | -0.04% | -3.87% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.51% | +0.01% | -3.45% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.16% | -0.10% | -4.28% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | -0.25% | -0.48% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.82% | +0.03% | +200.00% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.81% | +0.07% | +100.00% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | -0.02% | +5.08% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.66% | -0.16% | +3.56% | |
| 22 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.57% | — | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.10% | +73.44% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | -0.01% | -1.66% | |
| 25 | SKYH | Sky Harbour Group CORP | Stock-Other | 0.49% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.07% | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | -0.19% | -22.64% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | — | -5.28% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.02% | -7.60% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.06% | -1.10% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.42% | -0.03% | -0.64% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.41% | +0.01% | -0.16% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.40% | -0.01% | -3.00% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.40% | -0.04% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.04% | -3.49% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | +0.24% | -8.72% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.37% | -0.04% | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.01% | -3.16% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.28% | +0.31% | — | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | — | — | |
| 41 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.26% | -0.03% | -8.73% | |
| 42 | AMT | American Tower CORP | Stock-Real Estate | 0.26% | -0.02% | — | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | +0.04% | -17.53% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.09% | -8.26% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.23% | -0.02% | -6.72% | |
| 46 | ES | Eversource Energy | Stock-Utilities | 0.22% | -0.02% | — | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.22% | -0.03% | — | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.01% | — | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | -0.02% | — | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.21% | -0.04% | -3.96% |
According to official SEC Form 13F filings, Centerpoint Advisors, LLC reported a total U.S. public equity portfolio value of $352.2M across 464 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, IWB) accounted for 40.3% of total reported equity market value during Q4 2024.
During Q4 2024, Centerpoint Advisors, LLC's top holdings by market value included IVV (24.4%)、QUAL (8.0%)、IWB (6.6%). The largest single position, IVV, represented 24.4% of total portfolio value.
In Q4 2024, Centerpoint Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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