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CIK: 0001733788
Total reported value
$352.2M
$352.2M
407 檔
40.4%
According to the latest 13F quarterly dataset, Centerpoint Advisors, LLC managed an equity portfolio of $352.2M at the end of Q1 2025, spanning 407 distinct U.S. exchange-listed positions.
In Q1 2025, Centerpoint Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 407 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.13% | +0.24% | +6.43% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.44% | +0.04% | +3.65% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 6.73% | +0.01% | +1.71% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.27% | +0.15% | +8.14% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.98% | +0.21% | +6.61% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.26% | +0.18% | -0.59% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.73% | -0.13% | -3.25% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.16% | -0.32% | -0.66% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.73% | -0.17% | -0.26% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.04% | — | -4.44% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.02% | +0.13% | -3.49% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.67% | +0.16% | -15.30% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.50% | -0.04% | -2.69% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.42% | +0.01% | -0.98% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.30% | -0.10% | -1.36% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.15% | -20.47% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | -0.25% | +3.64% | |
| 18 | SKYH | Sky Harbour Group CORP | Stock-Other | 0.84% | — | +50.21% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.81% | +0.03% | — | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.78% | +0.07% | — | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.67% | -0.16% | +1.92% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | -0.02% | -3.03% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.07% | -0.17% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | -0.01% | -0.45% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.10% | -8.82% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.02% | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | -0.19% | -11.89% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.06% | -2.60% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | — | -11.50% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.39% | -0.04% | — | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.39% | -0.03% | -9.29% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.38% | +0.01% | -0.97% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.04% | -16.22% | |
| 34 | AXP | American Express Co | Stock-Financials | 0.38% | -0.01% | -0.26% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | +0.24% | +0.33% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.04% | -0.89% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | -0.01% | -1.04% | |
| 38 | AMT | American Tower CORP | Stock-Real Estate | 0.32% | -0.02% | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.09% | -4.57% | |
| 40 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.27% | -0.03% | -2.46% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.26% | +0.31% | — | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.02% | -2.92% | |
| 43 | ES | Eversource Energy | Stock-Utilities | 0.25% | -0.02% | — | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.23% | +0.04% | -14.70% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.02% | — | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.22% | -0.04% | -1.13% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.01% | -5.55% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.21% | -0.03% | -14.29% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.20% | -0.05% | -4.81% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.19% | +0.01% | — |
According to official SEC Form 13F filings, Centerpoint Advisors, LLC reported a total U.S. public equity portfolio value of $352.2M across 407 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, IWB) accounted for 40.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $70.7M
During Q1 2025, Centerpoint Advisors, LLC's top holdings by market value included IVV (26.1%)、QUAL (8.4%)、IWB (6.7%). The largest single position, IVV, represented 26.1% of total portfolio value.
In Q1 2025, Centerpoint Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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