Centerpoint Advisors, LLC Purchases in Q3 2025

Centerpoint Advisors, LLC

  • $322 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Gsk PLC
152
New
N/A
152 $7K
KO
Coca Cola CO

Consumer Defensive
145
+ 24.21%
$65.67 - $71.67 $9.52K - $10.4K
744 $49K
CDNS
Cadence Design Systems Inc

Technology
20
New
$309.46 - $373.37 $6.19K - $7.47K
20 $7K
SCHW
Schwab Charles Corp

Financial Services
77
New
$91.03 - $98.69 $7.01K - $7.6K
77 $7K
EOG
Eog Resources Inc

Energy
54
+ 1350.0%
$112.12 - $126.1 $6.05K - $6.81K
58 $6K
GILD
Gilead Sciences, Inc.

Healthcare
56
New
$108.22 - $120.47 $6.06K - $6.75K
56 $6K
QTEC
First Trust Nasdaq 100 Technol

ETFs
20
+ 23.26%
$208.95 - $229.72 $4.18K - $4.59K
106 $24K
RELX
Relx PLC

Communication Services
133
New
$45.13 - $54.19 $6K - $7.21K
133 $6K
CB
Chubb LTD

Financial Services
20
+ 142.86%
$265.99 - $289.59 $5.32K - $5.79K
34 $10K
RIO
Rio Tinto PLC

Basic Materials
9
+ 1.45%
$57.66 - $66.01 $519 - $594
629 $42K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
70
New
$91.44 - $91.77 $6.4K - $6.42K
70 $6K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
98
+ 23.96%
$41.34 - $45.65 $4.05K - $4.47K
507 $23K
BCS
Barclays PLC

Financial Services
257
New
$17.88 - $21.05 $4.6K - $5.41K
257 $5K
IDV
Ishares Tr

ETFs
22
+ 1.06%
$34.54 - $37.28 $760 - $820
2.1K $77K
TTE
Total Energies Se

Energy
86
New
N/A
86 $5K
PNR
Pentair PLC

Industrials
40
New
$100.62 - $112.59 $4.02K - $4.5K
40 $4K
SNY
Sanofi

Healthcare
94
New
$45.07 - $51.35 $4.24K - $4.83K
94 $4K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
207
New
$14.73 - $19.31 $3.05K - $4K
207 $4K
SAN
Banco Santander, S.A.

Financial Services
358
New
$8.27 - $10.48 $2.96K - $3.75K
358 $4K
SLB
Schlumberger Limited

Energy
112
New
$32.37 - $37.31 $3.63K - $4.18K
112 $4K
SHEL
Shell PLC

Energy
58
New
$69.82 - $73.93 $4.05K - $4.29K
58 $4K
NGG
National Grid PLC

Utilities
38
New
$67.98 - $74.38 $2.58K - $2.83K
38 $3K
TM
Toyota Motor Corp

Consumer Cyclical
14
New
$167.86 - $202.79 $2.35K - $2.84K
14 $3K
HSBC
Hsbc Holdings PLC

Financial Services
40
New
$60.27 - $70.98 $2.41K - $2.84K
40 $3K
SDG
Ishares Trust Ishares Msci Glo

ETFs
24
+ 21.43%
$75.87 - $83.26 $1.82K - $2K
136 $11K
SLF
Sun Life Financial Inc

Financial Services
44
New
$56.54 - $66.41 $2.49K - $2.92K
44 $3K
PHG
Koninklijke Philips Nv

Healthcare
103
New
$23.84 - $28.62 $2.46K - $2.95K
103 $3K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1
+ 1.03%
$201.83 - $230.93 $202 - $231
98 $22K
LYG
Lloyds Banking Group PLC

Financial Services
557
New
$4.03 - $4.63 $2.24K - $2.58K
557 $3K
PG
Procter & Gamble CO

Consumer Defensive
44
+ 5.77%
$150.47 - $161.22 $6.62K - $7.09K
806 $124K
BP
Bp PLC

Energy
84
New
$30.25 - $35.69 $2.54K - $3K
84 $3K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
25
+ 25.25%
$87.05 - $93.19 $2.18K - $2.33K
124 $12K
HLX
Helix Energy Solutions Group Inc

Energy
500
New
$5.7 - $6.96 $2.85K - $3.48K
500 $3K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
45
New
$57.1 - $70.52 $2.57K - $3.17K
45 $3K
RGLD
Royal Gold Inc

Basic Materials
1
+ 1.03%
$151.42 - $200.58 $151 - $201
98 $20K
MT
Arcelor Mittal

Basic Materials
91
New
$30.39 - $36.94 $2.77K - $3.36K
91 $3K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
156
New
$13.29 - $16.05 $2.07K - $2.5K
156 $2K
BAH
Booz Allen Hamilton Holding Corp

Industrials
29
+ 18.71%
$97.53 - $115.95 $2.83K - $3.36K
184 $18K
DEO
Diageo PLC

Consumer Defensive
22
New
$93.64 - $115.33 $2.06K - $2.54K
22 $2K
SPOT
Spotify Technology S.A.

Communication Services
5
+ 50.0%
$620.01 - $738.53 $3.1K - $3.69K
15 $10K
DGX
Quest Diagnostics Inc

Healthcare
6
+ 5.41%
N/A
117 $22K
CHE
Chemed Corp

Healthcare
6
+ 17.14%
$412.3 - $483.92 $2.47K - $2.9K
41 $18K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
18
+ 15.65%
$39.06 - $43.42 $703 - $782
133 $6K
VT
Vanguard Total World Stk Index

ETFs
5
+ 71.43%
$128.41 - $138.03 $642 - $690
12 $2K
GLDM
World Gold Trust

ETFs
11
New
$64.73 - $76.45 $712 - $841
11 $1K
HLN
Haleon PLC

Healthcare
110
New
$8.72 - $10.35 $959 - $1.14K
110 $1K
ST
Sensata Technologies Holding PLC

Technology
1
+ 0.17%
$29.37 - $33.52 $29.4 - $33.5
591 $18K
Ishares Bitcoin Trust ETF
3
+ 7.14%
N/A
45 $3K
Foresight Autonomous Hldgs L
7
New
N/A
7 $0
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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