Centerpoint Advisors, LLC Purchases in Q3 2025

Centerpoint Advisors, LLC

  • $322 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAON
Aaon, Inc.

Industrials
222
New
$72.08 - $94.26 $16K - $20.9K
222 $21K
KLAC
Kla Corp

Technology
8
+ 12.12%
$843.9 - $1078.6 $6.75K - $8.63K
74 $80K
CRM
Salesforce, Inc.

Technology
86
New
$231.66 - $273.65 $19.9K - $23.5K
86 $20K
CTRE
Care Trust Reit, Inc.

Real Estate
588
New
$30.29 - $34.8 $17.8K - $20.5K
588 $20K
DTM
Dt Midstream, Inc.

Energy
179
+ 198.89%
$99.17 - $113.27 $17.8K - $20.3K
269 $30K
HCA
Hca Healthcare, Inc.

Healthcare
22
+ 11.0%
$334.32 - $426.2 $7.36K - $9.38K
222 $95K
C
Citigroup Inc

Financial Services
174
+ 17400.0%
$85.57 - $103.49 $14.9K - $18K
175 $18K
WBD
Warner Bros. Discovery, Inc.

Communication Services
757
+ 266.55%
$10.78 - $19.82 $8.16K - $15K
1.04K $20K
ETN
Eaton Corp PLC

Industrials
36
+ 18.85%
$342.99 - $392.76 $12.3K - $14.1K
227 $85K
NXPI
Nxp Semiconductors N.V.

Technology
15
+ 1.0%
$205.16 - $239.07 $3.08K - $3.59K
1.52K $345K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
74
+ 20.39%
$134.94 - $145.86 $9.99K - $10.8K
437 $64K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39
+ 0.22%
$26.38 - $27.95 $1.03K - $1.09K
17.5K $479K
COP
Conocophillips

Energy
93
+ 8.15%
$91.0 - $98.99 $8.46K - $9.21K
1.23K $117K
COF
Capital One Financial Corp

Financial Services
72
+ 29.15%
$207.29 - $229.74 $14.9K - $16.5K
319 $68K
DE
Deere & CO

Industrials
31
New
$457.26 - $524.37 $14.2K - $16.3K
31 $14K
BA
Boeing CO

Industrials
63
+ 62.38%
$209.79 - $237.38 $13.2K - $15K
164 $35K
JEPI
J P Morgan Exchange Traded Fd

ETFs
220
+ 22.77%
$55.61 - $57.37 $12.2K - $12.6K
1.19K $68K
MCD
Mcdonalds Corp

Consumer Cyclical
38
+ 20.65%
$291.67 - $316.99 $11.1K - $12K
222 $67K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
59
+ 2.08%
$53.81 - $57.52 $3.17K - $3.39K
2.89K $166K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
32
New
$366.54 - $479.53 $11.7K - $15.3K
32 $12K
Fidelity Ethereum Fd
5
+ 0.69%
N/A
730 $30K
BTI
British American Tobacco P.L.C.

Consumer Defensive
75
+ 5.98%
$46.69 - $59.27 $3.5K - $4.45K
1.33K $71K
SHW
Sherwin Williams CO

Basic Materials
35
New
$330.88 - $375.23 $11.6K - $13.1K
35 $12K
MCK
Mckesson Corp

Healthcare
14
New
$659.01 - $772.54 $9.23K - $10.8K
14 $11K
FISV
Fiserv Inc

Technology
84
New
N/A
84 $11K
ATR
Aptargroup, Inc.

Healthcare
77
New
$130.82 - $161.82 $10.1K - $12.5K
77 $10K
ISRG
Intuitive Surgical Inc

Healthcare
22
New
$433.66 - $544.47 $9.54K - $12K
22 $10K
NOC
Northrop Grumman Corp

Industrials
16
+ 800.0%
$498.9 - $609.32 $7.98K - $9.75K
18 $11K
SNPS
Synopsys Inc

Technology
20
New
$387.78 - $645.35 $7.76K - $12.9K
20 $10K
ASML
Asml Holding Nv

Technology
9
+ 150.0%
$689.63 - $968.09 $6.21K - $8.71K
15 $14K
Linde PLC
17
+ 9.77%
N/A
191 $91K
CI
Cigna Corp

Healthcare
31
New
$262.23 - $334.39 $8.13K - $10.4K
31 $9K
PNC
Pnc Financial Services Group, Inc.

Financial Services
31
+ 19.62%
$185.88 - $207.44 $5.76K - $6.43K
189 $38K
CEG
Constellation Energy Corp

Utilities
26
New
$298.82 - $354.89 $7.77K - $9.23K
26 $9K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
50
+ 50.0%
$105.16 - $140.03 $5.26K - $7K
150 $20K
VZ
Verizon Communications Inc

Communication Services
164
+ 6.65%
$40.84 - $45.06 $6.7K - $7.39K
2.63K $116K
CSCO
Cisco Systems, Inc.

Technology
170
+ 8.2%
$66.2 - $71.79 $11.3K - $12.2K
2.24K $153K
PANW
Palo Alto Networks Inc

Technology
44
+ 22.0%
$167.06 - $208.19 $7.35K - $9.16K
244 $50K
Blackrock Inc
7
+ 233.33%
N/A
10 $12K
AVUS
American Centy ETF Tr Avantis

ETFs
75
New
$101.2 - $109.16 $7.59K - $8.19K
75 $8K
QCOM
Qualcomm Inc

Technology
45
+ 2250.0%
$145.84 - $173.55 $6.56K - $7.81K
47 $8K
USB
Us Bancorp \De\

Financial Services
140
New
$43.94 - $50.41 $6.15K - $7.06K
140 $7K
Te Connectivity PLC
31
New
N/A
31 $7K
WELL
Welltower Inc.

Real Estate
42
New
$150.71 - $178.14 $6.33K - $7.48K
42 $7K
Tamboran Res Corp
250
New
N/A
250 $7K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 20.0%
$5364.25 - $5815.92 $10.7K - $11.6K
12 $65K
WMB
Williams Companies, Inc.

Energy
109
New
$56.52 - $64.01 $6.16K - $6.98K
109 $7K
SO
Southern CO

Utilities
71
+ 20.06%
$90.83 - $96.0 $6.45K - $6.82K
425 $40K
MELI
Mercadolibre Inc

Consumer Cyclical
3
New
$2292.04 - $2514.05 $6.88K - $7.54K
3 $7K
Activity Summary
Buys All Purchases 164 New Holdings 58 Increased Positions 106 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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