HoldingsChannel.com
Centerpoint Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the Centerpoint Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Centerpoint Advisors LLC. In the Centerpoint Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Centerpoint Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Centerpoint Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 82,592 +4,064 $29,622
     IVV82,592+4,064$29,622
ISHARES TR (QUAL) 141,090 +3,613 $14,665
     QUAL141,090+3,613$14,665
ISHARES TR (IWB) 63,174 +975 $12,466
     IWB63,174+975$12,466
ISHARES TR (IJH) 52,276 +8,907 $11,462
     IJH52,276+8,907$11,462
ISHARES TR (IJR) 129,605 +22,145 $11,300
     IJR129,605+22,145$11,300
FLEXSHARES TR (GUNR) 268,902 +33,912 $10,108
     GUNR268,902+33,912$10,108
ISHARES TR (IVW) 145,909 UNCH $8,441
     IVW145,909UNCH$8,441
APPLE INC 47,084 -21,223 $6,507
     AAPL47,084-21,223$6,507
ISHARES TR (IVE) 49,089 UNCH $6,309
     IVE49,089UNCH$6,309
ISHARES TR (IJT) 58,405 -100 $5,938
     IJT58,405-100$5,938
ISHARES TR (IJK) 89,037 -150 $5,611
     IJK89,037-150$5,611
MICROSOFT CORP 21,658 +454 $5,044
     MSFT21,658+454$5,044
ISHARES TR (IJS) 50,482 UNCH $4,162
     IJS50,482UNCH$4,162
ISHARES TR (IJJ) 45,827 UNCH $4,124
     IJJ45,827UNCH$4,124
ALPHABET INC 38,347 +36,462 $3,687
     GOOG38,347+36,462$3,687
ALPHABET INC 32,690 +31,066 $3,127
     GOOGL32,690+31,066$3,127
BERKSHIRE HATHAWAY INC DEL      $3,079
     BRK.A4UNCH$1,626
     BRK.B5,440+3,051$1,453
MCDONALDS CORP 12,422 UNCH $2,866
     MCD12,422UNCH$2,866
JOHNSON &JOHNSON 13,431 -847 $2,194
     JNJ13,431-847$2,194
THERMO FISHER SCIENTIFIC INC 3,387 -750 $1,718
     TMO3,387-750$1,718
VANGUARD INDEX FDS (VXF) 13,159 UNCH $1,673
     VXF13,159UNCH$1,673
LILLY ELI &CO 3,935 +3,175 $1,272
     LLY3,935+3,175$1,272
AMAZON COM INC 8,606 +1,206 $972
     AMZN8,606+1,206$972
ISHARES TR (ITOT) 11,946 +218 $950
     ITOT11,946+218$950
UNITEDHEALTH GROUP INC 1,850 UNCH $934
     UNH1,850UNCH$934
AMERICAN TOWER CORP NEW 4,225 UNCH $907
     AMT4,225UNCH$907
EVERSOURCE ENERGY 10,883 UNCH $848
     ES10,883UNCH$848
VISA INC 4,626 UNCH $822
     V4,626UNCH$822
COSTCO WHSL CORP NEW 1,650 UNCH $779
     COST1,650UNCH$779
SPDR SER TR (SPYG) 14,553 UNCH $729
     SPYG14,553UNCH$729
SPDR SER TR (SPYV) 21,077 UNCH $727
     SPYV21,077UNCH$727
AIR PRODS &CHEMS INC 2,946 -45 $686
     APD2,946-45$686
EXXON MOBIL CORP 7,596 +49 $663
     XOM7,596+49$663
SCHWAB STRATEGIC TR 9,455 +949 $628
     SCHD9,455+949$628
HOME DEPOT INC 2,244 +2 $619
     HD2,244+2$619
JPMORGAN CHASE &CO 5,701 +720 $596
     JPM5,701+720$596
APPLIED MATLS INC 6,850 +500 $561
     AMAT6,850+500$561
AMERICAN EXPRESS CO 3,993 -76 $539
     AXP3,993-76$539
NVIDIA CORPORATION 3,940 +1,575 $478
     NVDA3,940+1,575$478
PAYPAL HLDGS INC 5,450 UNCH $469
     PYPL5,450UNCH$469
ISHARES TR (IXC) 13,458 UNCH $449
     IXC13,458UNCH$449
SPDR SER TR (MDYV) 7,102 -431 $411
     MDYV7,102-431$411
TESLA INC 1,525 +822 $405
     TSLA1,525+822$405
SPDR SER TR (SLYV) 5,966 -364 $401
     SLYV5,966-364$401
MASTERCARD INCORPORATED 1,343 UNCH $382
     MA1,343UNCH$382
SPDR SER TR (SLYG) 5,435 -363 $370
     SLYG5,435-363$370
DISNEY WALT CO 3,901 +771 $368
     DIS3,901+771$368
VANGUARD TAX MANAGED FDS (VEA) 10,000 UNCH $364
     VEA10,000UNCH$364
DOLLAR GEN CORP NEW 1,472 UNCH $353
     DG1,472UNCH$353
TAKEDA PHARMACEUTICAL CO LTD 27,000 -372 $350
     TAK27,000-372$350

See Full List: All Stocks Held By Centerpoint Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Centerpoint Advisors LLC

Size ($ in 1000's)
At 09/30/2022: $188,182
At 06/30/2022: $196,114

Centerpoint Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Centerpoint Advisors LLC 13F filings. Link to 13F filings: SEC filings

Centerpoint Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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