Centerpoint Advisors, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Centerpoint Advisors, LLC held in its portfolio 409 assets valued at $325,059 (i.e. $325.06K).

The most valuable assets in the portfolio included: ISHARES TR ($87.77K), ISHARES TR ($26.37K), and ISHARES TR ($21.25K).

The chart below shows the top 10 valuable assets, and the table below shows the top 409 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Centerpoint Advisors, LLC Portfolio
ISHARES TR
ISHARES TR
ISHARES TR
ISHARES TR
ISHARES TR
ISHARES TR
APPLE INC
MICROSOFT CORP
ALPHABET INC
ISHARES TR
Centerpoint Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ISHARES TR 128146 87772 CORE S&P500 ETF
ISHARES TR 132788 26374 MSCI USA QLT FCT
ISHARES TR 56894 21246 RUS 1000 ETF
ISHARES TR 294769 19455 CORE S&P MCP ETF
ISHARES TR 126266 15175 CORE S&P SCP ETF
ISHARES TR 112008 13806 S&P 500 GRWT ETF
APPLE INC 45667 12415 COM
MICROSOFT CORP 22617 10938 COM
ALPHABET INC 28956 9086 CAP STK CL C
ISHARES TR 38772 8222 S&P 500 VAL ETF
ALPHABET INC 20309 6357 CAP STK CL A
ISHARES TR 62956 6099 S&P MC 400GR ETF
ISHARES TR 40748 5752 S&P SML 600 GWT
ISHARES TR 32279 4248 S&P MC 400VL ETF
ISHARES TR 45891 4105 CORE MSCI EAFE
ISHARES TR 35790 4070 SP SMCP600VL ETF
SPDR SERIES TRUST 44288 3488 STATE STREET SPD
NVIDIA CORPORATION 17461 3257 COM
SCHWAB STRATEGIC TR 90006 2563 US SML CAP ETF
SCHWAB STRATEGIC TR 84000 2526 US MID-CAP ETF
ISHARES TR 16953 2521 CORE S&P TTL STK
ISHARES TR 30637 2296 RUSEL 2500 ETF
AMAZON COM INC 9422 2175 COM
JPMORGAN CHASE &CO. 5251 1692 COM
ELI LILLY &CO 1567 1684 COM
VISA INC 4513 1583 COM CL A
META PLATFORMS INC 2371 1565 CL A
AMERICAN EXPRESS CO 3871 1432 COM
BERKSHIRE HATHAWAY INC DEL 2791 1403 CL B NEW
ORACLE CORP 6859 1337 COM
SPDR S&P 500 ETF TR 1871 1276 TR UNIT
VANGUARD INDEX FDS 5671 1186 EXTEND MKT ETF
APPLIED MATLS INC 4557 1171 COM
THERMO FISHER SCIENTIFIC INC 2015 1168 COM
JOHNSON &JOHNSON 5530 1144 COM
VERIS RESIDENTIAL INC 73047 1087 COM
COSTCO WHSL CORP NEW 1175 1013 COM
SKY HARBOUR GROUP CORPORATIO 100000 897 COM CL A
ISHARES TR 8102 778 MSCI EAFE ETF
GOLDMAN SACHS GROUP INC 863 759 COM
TJX COS INC NEW 4840 743 COM
EVERSOURCE ENERGY 10983 739 COM
WALMART INC 6507 725 COM
EXXON MOBIL CORP 5819 700 COM
MASTERCARD INCORPORATED 1160 662 CL A
HOME DEPOT INC 1909 657 COM
SPDR GOLD TR 1580 626 GOLD SHS
AIR PRODS &CHEMS INC 2459 607 COM
VANGUARD INDEX FDS 1800 603 TOTAL STK MKT
PHILIP MORRIS INTL INC 3413 547 COM
ANALOG DEVICES INC 2000 542 COM
STRYKER CORPORATION 1500 527 COM
ROCKWELL AUTOMATION INC 1250 486 COM
SCHWAB STRATEGIC TR 17550 481 US DIVIDEND EQ
ISHARES TR 2170 456 RUS 1000 VAL ETF
S&P GLOBAL INC 857 448 COM
ISHARES SILVER TR 6850 441 ISHARES
ISHARES TR 10456 438 GLOBAL ENERG ETF
EBAY INC. 5000 436 COM
UNITEDHEALTH GROUP INC 1252 413 COM
SNAP ON INC 1197 412 COM
ABBVIE INC 1775 405 COM
PUBLIC SVC ENTERPRISE GRP IN 5025 404 COM
NORTHEAST BK PORTLAND ME 3750 390 COM
FIDELITY WISE ORIGIN BITCOIN 5072 387 SHS
BOSTON SCIENTIFIC CORP 4000 381 COM
PROCTER AND GAMBLE CO 2563 367 COM
MOTOROLA SOLUTIONS INC 898 344 COM NEW
NEXTERA ENERGY INC 4267 343 COM
NXP SEMICONDUCTORS N V 1500 326 COM
ALTRIA GROUP INC 5624 324 COM
GE AEROSPACE 1012 312 COM NEW
VANGUARD INDEX FDS 473 297 S&P 500 ETF SHS
DANAHER CORPORATION 1250 286 COM
ADOBE INC 780 273 COM
PEPSICO INC 1843 265 COM
PALANTIR TECHNOLOGIES INC 1485 264 CL A
ISHARES TR 1533 257 CORE S&P US GWT
DISNEY WALT CO 2088 238 COM
INVESCO EXCHANGE TRADED FD T 1200 230 S&P500 EQL WGT
AMERICAN TOWER CORP NEW 1165 205 COM
INVESCO QQQ TR 312 192 UNIT SER 1
TESLA INC 422 190 COM
LAM RESEARCH CORP 1080 185 COM NEW
SPDR INDEX SHS FDS 2860 184 EURO STOXX 50
ISHARES TR 375 177 RUS 1000 GRW ETF
J P MORGAN EXCHANGE TRADED F 3005 175 NASDAQ EQT PREM
NETFLIX INC 1871 175 COM
PAYPAL HLDGS INC 3000 175 COM
LOCKHEED MARTIN CORP 359 174 COM
IDEX CORP 958 170 COM
CISCO SYS INC 2180 168 COM
GE VERNOVA INC 247 161 COM
WELLS FARGO CO NEW 1653 154 COM
ISHARES TR 1535 153 CORE US AGGBD ET
JACOBS SOLUTIONS INC 1151 152 COM
MEDTRONIC PLC 1575 151 SHS
BANK AMERICA CORP 2699 148 COM
ABBOTT LABS 1167 146 COM
AT&T INC 5844 145 COM
INTERNATIONAL BUSINESS MACHS 481 142 COM
HONEYWELL INTL INC 705 138 COM
ETFS GOLD TR 3224 132 PHYSCL GOLD SHS
NEWMONT CORP 1316 131 COM
AUTOZONE INC 38 129 COM
CATERPILLAR INC 215 123 COM
FREEPORT-MCMORAN INC 2350 119 CL B
LOWES COS INC 482 116 COM
CONOCOPHILLIPS 1228 115 COM
CHEVRON CORP NEW 738 112 COM
MERCK &CO INC 1035 109 COM
VERIZON COMMUNICATIONS INC 2634 107 COM
BROADCOM INC 300 104 COM
HCA HEALTHCARE INC 222 104 COM
SELECT SECTOR SPDR TR 2330 104 STATE STREET ENE
CINTAS CORP 505 95 COM
CONSOLIDATED EDISON INC 935 93 COM
ISHARES TR 1125 93 1 3 YR TREAS BD
BLACKSTONE INC 600 92 COM
KLA CORP 73 89 COM NEW
JOHNSON CTLS INTL PLC 737 88 SHS
RTX CORPORATION 471 86 COM
WW GRAINGER INC 83 84 COM
ISHARES TR 2130 84 INTL SEL DIV ETF
PJT PARTNERS INC 500 84 COM CL A
ASTRAZENECA PLC 900 83 SPONSORED ADR
J P MORGAN EXCHANGE TRADED F 1456 83 EQUITY PREMIUM
ISHARES GOLD TR 1014 82 ISHARES NEW
WASTE MGMT INC DEL 370 81 COM
LINDE PLC 182 78 SHS
CAPITAL ONE FINL CORP 319 77 COM
INTERCONTINENTAL EXCHANGE IN 475 77 COM
3M CO 475 76 COM
VANGUARD STAR FDS 1000 75 VG TL INTL STK F
BRITISH AMERN TOB PLC 1281 73 SPONSORED ADR
EATON CORP PLC 226 72 SHS
ISHARES TR 484 72 ESG AWR MSCI USA
WISDOMTREE TR 500 72 JAPN HEDGE EQT
PROGRESSIVE CORP 311 71 COM
IVANHOE ELECTRIC INC 4350 70 COM
ISHARES TR 594 65 IBOXX INV CP ETF
ISHARES TR 460 65 MSCI ACWI ETF
DUKE ENERGY CORP NEW 553 65 COM NEW
MCDONALDS CORP 211 64 COM
BOOKING HOLDINGS INC 12 64 COM
ALCON AG 795 63 ORD SHS
FIFTH THIRD BANCORP 1350 63 COM
REAVES UTIL INCOME FD 1700 62 COM SH BEN INT
SIMON PPTY GROUP INC NEW 327 61 COM
SELECT SECTOR SPDR TR 385 60 STATE STREET IND
ELBIT SYS LTD 100 58 ORD
HEXCEL CORP NEW 772 57 COM
SERVICENOW INC 350 54 COM
AMERICAN CENTY ETF TR 500 51 US SML CP VALU
CHEESECAKE FACTORY INC 1012 51 COM
COLGATE PALMOLIVE CO 647 51 COM
RIO TINTO PLC 629 50 SPONSORED ADR
ISHARES INC 750 50 CORE MSCI EMKT
VANECK ETF TRUST 450 47 MRNGSTR WDE MOAT
BETA TECHNOLOGIES INC 1600 45 COM SHS CL A
PALO ALTO NETWORKS INC 244 45 COM
INTEL CORP 1152 43 COM
COCA COLA CO 584 41 COM
T-MOBILE US INC 200 41 COM
AMERESCO INC 1400 41 CL A
ZOETIS INC 315 40 CL A
T ROWE PRICE ETF INC 900 40 PRICE DIV GRWT
TOTALENERGIES SE 600 39 ACT
PNC FINL SVCS GROUP INC 187 39 COM
PHILLIPS 66 300 39 COM
VERTEX PHARMACEUTICALS INC 87 39 COM
FERRARI N V 100 37 COM
EDISON INTL 615 37 COM
VANGUARD INTL EQUITY INDEX F 500 37 ALLWRLD EX US
HALOZYME THERAPEUTICS INC 550 37 COM
METLIFE INC 464 37 COM
BOEING CO 164 36 COM
COPART INC 910 36 COM
SOUTHERN CO 417 36 COM
GLOBAL X FDS 850 36 GLOBAL X URANIUM
GALAXY DIGITAL INC. 1500 34 CL A
KEYCORP 1600 33 COM
PURE CYCLE CORP 3000 33 COM NEW
AUTOMATIC DATA PROCESSING IN 125 32 COM
DT MIDSTREAM INC 269 32 COMMON STOCK
AIRBNB INC 225 31 COM CL A
MARRIOTT INTL INC NEW 100 31 CL A
LYONDELLBASELL INDUSTRIES N 700 30 SHS - A -
WARNER BROS DISCOVERY INC 1041 30 COM SER A
SMITH A O CORP 435 29 COM
ENSIGN GROUP INC 169 29 COM
PUBLIC STORAGE OPER CO 111 29 COM
WESCO INTL INC 118 29 COM
JOBY AVIATION INC 2100 28 COMMON STOCK
FIRST TR EXCHANGE-TRADED FD 120 28 SHS
EXTRA SPACE STORAGE INC 212 28 COM
GAMESTOP CORP NEW 1360 27 CL A
LULULEMON ATHLETICA INC 125 26 COM
TRAVEL PLUS LEISURE CO 374 26 COM
ISHARES TR 564 26 ESG AWARE MSCI
EMERSON ELEC CO 190 25 COM
ILLINOIS TOOL WKS INC 100 25 COM
KROGER CO 404 25 COM
LITTELFUSE INC 98 25 COM
VALMONT INDS INC 63 25 COM
CLEAR SECURE INC 711 25 COM CL A
GLOBAL X FDS 700 25 RBTCS ARTFL INTE
AMPLIFY ETF TR 300 24 AMPLIFY CYBERSEC
ISHARES TR 170 24 SELECT DIVID ETF
PUTNAM ETF TRUST 2700 24 FRANKLIN MASSACH
UNION PAC CORP 102 24 COM
CROWN CASTLE INC 271 24 COM
HEWLETT PACKARD ENTERPRISE C 1000 24 COM
STERIS PLC 90 23 SHS USD
DTE ENERGY CO 180 23 COM
UNITED PARCEL SERVICE INC 229 23 CL B
SALESFORCE INC 86 23 COM
BROWN FORMAN CORP 837 22 CL B
ENTERPRISE PRODS PARTNERS L 700 22 COM
FRESENIUS MEDICAL CARE AG 944 22 SPONSORED ADR
HAMILTON LANE INC 163 22 CL A
NEW YORK TIMES CO 314 22 CL A
PRICESMART INC 178 22 COM
ROYAL GOLD INC 98 22 COM
FIDELITY ETHEREUM FD 730 22 SHS
HP INC 1000 22 COM
NEXSTAR MEDIA GROUP INC 110 22 COMMON STOCK
TRANSUNION 259 22 COM
NVENT ELECTRIC PLC 207 21 SHS
HENRY JACK &ASSOC INC 117 21 COM
HOME BANCSHARES INC 748 21 COM
KULICKE &SOFFA INDS INC 468 21 COM
MATADOR RES CO 486 21 COM
OCCIDENTAL PETE CORP 500 21 COM
ROCKET LAB CORP 300 21 COM
WINGSTOP INC 86 21 COM
CARETRUST REIT INC 588 21 COM
AAON INC 260 20 COM PAR $0.004
BXP INC 300 20 COM
BRUNSWICK CORP 269 20 COM
CASEYS GEN STORES INC 36 20 COM
CHURCHILL DOWNS INC 176 20 COM
CITIGROUP INC 175 20 COM NEW
NORDSON CORP 84 20 COM
RELIANCE INC 69 20 COM
COMCAST CORP NEW 679 20 CL A
QUEST DIAGNOSTICS INC 117 20 COM
SEALED AIR CORP NEW 488 20 COM
CHESAPEAKE UTILS CORP 156 19 COM
DICKS SPORTING GOODS INC 98 19 COM
NIKE INC 292 19 CL B
VANGUARD MUN BD FDS 374 19 TAX EXEMPT BD
BROOKFIELD INFRASTRUCTURE CO 410 19 COM SUB VTG A
ENCOMPASS HEALTH CORP 180 19 COM
GFL ENVIRONMENTAL INC 434 19 SUB VTG SHS
RYMAN HOSPITALITY PPTYS INC 204 19 COM
TERRENO RLTY CORP 326 19 COM
UNIVERSAL DISPLAY CORP 159 19 COM
VANECK ETF TRUST 150 19 URANIUM AND NUCL
CARLISLE COS INC 55 18 COM
FACTSET RESH SYS INC 62 18 COM
ISHARES TR 74 18 RUSSELL 2000 ETF
LEMAITRE VASCULAR INC 228 18 COM
PROSPERITY BANCSHARES INC 267 18 COM
UNIFIRST CORP MASS 93 18 COM
CHEMED CORP NEW 41 18 COM
DOMINOS PIZZA INC 44 18 COM
EVOLV TECHNOLOGIES HLDNGS IN 2500 18 COM CL A
AZZ INC 156 17 COM
BHP GROUP LTD 275 17 SPONSORED ADS
CONAGRA BRANDS INC 1000 17 COM
LANDSTAR SYS INC 120 17 COM
MORNINGSTAR INC 79 17 COM
STANDEX INTL CORP 79 17 COM
PRIMERICA INC 67 17 COM
TETRA TECH INC NEW 504 17 COM
U S PHYSICAL THERAPY 224 17 COM
UBER TECHNOLOGIES INC 210 17 COM
WISDOMTREE TR 575 17 ARTIFICIAL INTEL
BOOZ ALLEN HAMILTON HLDG COR 184 16 CL A
CVS HEALTH CORP 200 16 COM
COGNEX CORP 438 16 COM
KBR INC 405 16 COM
NUVEEN CORE EQUITY ALPHA FD 1000 16 COM
DEERE &CO 31 15 COM
ECOLAB INC 58 15 COM
POWER INTEGRATIONS INC 412 15 COM
FIRSTSERVICE CORP NEW 98 15 COM
BENTLEY SYS INC 381 15 COM CL B
BIOGEN INC 83 15 COM
COHEN &STEERS INC 240 15 COM
CMS ENERGY CORP 203 14 COM
CONCENTRIX CORP 347 14 COM
GE HEALTHCARE TECHNOLOGIES I 165 14 COMMON STOCK
GILAT SATELLITE NETWORKS LTD 1000 13 SHS NEW
APTARGROUP INC 105 13 COM
NOVO-NORDISK A S 250 13 ADR
FIRST TR EXCHANGE TRADED FD 250 13 NASDQ ARTFCIAL
ISHARES TR 136 13 ESG AW MSCI EAFE
ISHARES TR 152 13 MSCI GBL SUS DEV
KINSALE CAP GROUP INC 34 13 COM
PERDOCEO ED CORP 451 13 COM
POOL CORP 55 13 COM
UFP INDUSTRIES INC 140 13 COM
INTUITIVE SURGICAL INC 22 12 COM NEW
SYMBOTIC INC 200 12 CLASS A COM
ANNALY CAPITAL MANAGEMENT IN 500 11 COM NEW
ARM HOLDINGS PLC 100 11 SPONSORED ADS
FLUOR CORP NEW 268 11 COM
SHERWIN WILLIAMS CO 35 11 COM
MCKESSON CORP 14 11 COM
REVVITY INC 100 10 COM
COMPASS MINERALS INTL INC 500 10 COM
NEWSMAX INC 1357 10 COM SHS CLASS B
ACCENTURE PLC IRELAND 33 9 SHS CLASS A
SPOTIFY TECHNOLOGY S A 15 9 SHS
AMGEN INC 28 9 COM
THE CIGNA GROUP 31 9 COM
CLEARSIGN TECHNOLOGIES CORP 15700 9 COM
ISHARES TR 30 9 ISHARES SEMICDTR
NORTHROP GRUMMAN CORP 16 9 COM
PATRICK INDS INC 81 9 COM
SYNOPSYS INC 20 9 COM
CONSTELLATION ENERGY CORP 26 9 COM
CROWDSTRIKE HLDGS INC 20 9 CL A
SOLSTICE ADVANCED MATLS INC 175 9 COM SHS
AMERICAN CENTY ETF TR 75 8 US EQT ETF
QUAKER HOUGHTON 57 8 COM
QUALCOMM INC 45 8 COM
SCHWAB CHARLES CORP 77 8 COM
ALLURION TECHNOLOGIES INC 6347 8 COMMON STOCK
INVESCO EXCHANGE TRADED FD T 102 8 S&P500 QUALITY
WELLTOWER INC 42 8 COM
GILEAD SCIENCES INC 56 7 COM
US BANCORP DEL 140 7 COM NEW
WILLIAMS COS INC 109 7 COM
BLACKROCK INC 7 7 COM
ENERGY TRANSFER L P 434 7 COM UT LTD PTN
KENVUE INC 400 7 COM
TAMBORAN RES CORP 250 7 COM
VALARIS LTD 125 6 CL A
ASML HOLDING N V 6 6 N Y REGISTRY SHS
CADENCE DESIGN SYSTEM INC 20 6 COM
FISERV INC 84 6 COM
AIR LEASE CORP 99 6 CL A
BWX TECHNOLOGIES INC 36 6 COM
EOG RES INC 54 6 COM
ISHARES INC 147 6 ESG AWR MSCI EM
KKR &CO INC 45 6 COM
ISHARES TR 47 5 NATIONAL MUN ETF
CDW CORP 35 5 COM
ISHARES TR 100 5 CYBERSECURITY
MOSAIC CO NEW 200 5 COM
CORNING INC 50 4 COM
HAWAIIAN ELEC INDUSTRIES 310 4 COM
UNDER ARMOUR INC 860 4 CL C
AVIDITY BIOSCIENCES INC 50 4 COM
COINBASE GLOBAL INC 17 4 COM CL A
INVESCO EXCH TRADED FD TR II 100 4 S&P SMALLCAP ENE
READY CAPITAL CORP 1700 4 COM
PHARVARIS N V 100 3 COM
AMERICAN INTL GROUP INC 33 3 COM NEW
GRAYSCALE ETHEREUM TRUST ETF 125 3 SHS
DELL TECHNOLOGIES INC 22 3 CL C
DRAFTKINGS INC NEW 75 3 COM CL A
HELIX ENERGY SOLUTIONS GRP I 500 3 COM
UPSTART HLDGS INC 75 3 COM
VENTAS INC 39 3 COM
AMENTUM HOLDINGS INC 69 2 COM
BEST BUY INC 35 2 COM
VANGUARD INTL EQUITY INDEX F 12 2 TT WRLD ST ETF
BIRKS GROUP INC 1750 2 CL A COM
ISHARES BITCOIN TRUST ETF 45 2 SHS BEN INT
FORD MTR CO 51 1 COM
ONTO INNOVATION INC 7 1 COM
PFIZER INC 52 1 COM
STARBUCKS CORP 9 1 COM
ADEIA INC 43 1 COM
BRIGHTHOUSE FINL INC 12 1 COM
JD.COM INC 25 1 SPON ADS CL A
KYNDRYL HLDGS INC 51 1 COMMON STOCK
NIO INC 250 1 SPON ADS
SPDR DOW JONES INDL AVERAGE 3 1 UT SER 1
SELECT SECTOR SPDR TR 25 1 STATE STREET FIN
SOFI TECHNOLOGIES INC 25 1 COM
SOLVENTUM CORP 18 1 COM SHS
CLEAN ENERGY FUELS CORP 220 0 COM
FORESIGHT AUTONOMOUS HLDGS L 7 0 SPONSORED ADR
GERON CORP 300 0 COM
ISHARES TR 17 0 GL CLEAN ENE ETF
MARA HOLDINGS INC 25 0 COM
MATTEL INC 5 0 COM
NEUMORA THERAPEUTICS INC. 220 0 COM
SCHWAB STRATEGIC TR 2 0 EMRG MKTEQ ETF
TARGET CORP 2 0 COM
ARCHER AVIATION INC 50 0 COM CL A
GAMESTOP CORP NEW 136 0 *W EXP 10/30/202
GRAYSCALE ETHEREUM MINI TR E 12 0 SHS NEW
J P MORGAN EXCHANGE TRADED F 9 0 ULTRA SHRT ETF
LIFEMD INC 100 0 COM
NEWS CORP NEW 1 0 CL A
OPKO HEALTH INC 100 0 COM
ORGANON &CO 20 0 COMMON STOCK
PROSHARES TR 1 0 S&P 500 DV ARIST
SELECT SECTOR SPDR TR 1 0 STATE STREET CON
SELECT SECTOR SPDR TR 2 0 STATE STREET UTI
VIATRIS INC 6 0 COM
VYNE THERAPEUTICS INC 350 0 COM
XPERI INC 17 0 COMMON STOCK