Centerpoint Advisors, LLC Incresed Positions in Q3 2024

Centerpoint Advisors, LLC

  • $288 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.19K
+ 0.99%
$520.18 - $576.82 $617K - $684K
122K $70.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
997
+ 0.86%
$105.53 - $118.34 $105K - $118K
117K $13.7M
AAPL
Apple Inc.

Technology
941
+ 2.06%
$207.23 - $234.82 $195K - $221K
46.7K $10.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.34K
+ 0.89%
$57.32 - $62.65 $134K - $146K
264K $16.4M
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.05%
$191.76 - $263.26 $192 - $263
1.93K $504K
META
Meta Platforms, Inc.

Communication Services
20
+ 1.46%
$453.41 - $572.44 $9.07K - $11.4K
1.39K $797K
CSCO
Cisco Systems, Inc.

Technology
679
+ 22.75%
$44.74 - $53.22 $30.4K - $36.1K
3.66K $195K
PLTR
Palantir Technologies Inc.

Technology
750
+ 50.85%
$24.09 - $37.95 $18.1K - $28.5K
2.23K $83K
SNA
Snap On Inc

Industrials
40
+ 3.34%
$255.35 - $289.77 $10.2K - $11.6K
1.24K $358K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
790
+ 39.5%
$49.7 - $56.11 $39.3K - $44.3K
2.79K $153K
HWKN
Hawkins Inc

Basic Materials
125
+ 25.0%
$87.69 - $127.47 $11K - $15.9K
625 $80K
KO
Coca Cola CO

Consumer Defensive
95
+ 4.17%
$62.69 - $73.01 $5.96K - $6.94K
2.37K $171K
PG
Procter & Gamble CO

Consumer Defensive
97
+ 8.68%
$160.76 - $177.82 $15.6K - $17.2K
1.21K $210K
UHS
Universal Health Services Inc

Healthcare
80
+ 64.0%
$178.68 - $241.52 $14.3K - $19.3K
205 $47K
ABT
Abbott Laboratories

Healthcare
78
+ 6.68%
$100.07 - $118.13 $7.81K - $9.21K
1.25K $142K
MDLZ
Mondelez International, Inc.

Consumer Defensive
250
+ 333.33%
$64.35 - $75.71 $16.1K - $18.9K
325 $24K
XOM
Exxon Mobil Corp

Energy
32
+ 0.46%
$109.72 - $119.0 $3.51K - $3.81K
7.04K $825K
BWXT
Bwx Technologies, Inc.

Industrials
162
+ 104.52%
$92.38 - $108.7 $15K - $17.6K
317 $34K
DELL
Dell Technologies Inc.

Technology
163
+ 110.88%
$87.89 - $145.97 $14.3K - $23.8K
310 $37K
PLPC
Preformed Line Products CO

Industrials
125
+ 100.0%
$112.94 - $137.87 $14.1K - $17.2K
250 $32K
VZ
Verizon Communications Inc

Communication Services
97
+ 3.12%
$38.89 - $45.0 $3.77K - $4.37K
3.2K $144K
IE
Ivanhoe Electric Inc.

Basic Materials
2.5K
+ 26.88%
$6.45 - $12.04 $16.1K - $30.1K
11.8K $100K
IEMG
Ishares Inc

ETFs
53
+ 2.58%
$53.64 - $53.64 $2.84K - $2.84K
2.11K $121K
HPQ
Hp Inc

Technology
260
+ 26.0%
$32.02 - $38.11 $8.33K - $9.91K
1.26K $45K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
205
+ 121.3%
$50.25 - $50.74 $10.3K - $10.4K
374 $19K
FSV
First Service Corp

Real Estate
39
+ 95.12%
$152.13 - $183.13 $5.93K - $7.14K
80 $15K
T
At&T Inc.

Communication Services
2
+ 0.07%
$18.21 - $22.28 $36.4 - $44.6
2.8K $62K
POOL
Pool Corp

Industrials
12
+ 27.91%
$296.17 - $376.8 $3.55K - $4.52K
55 $21K
RIO
Rio Tinto PLC

Basic Materials
82
+ 15.62%
$59.71 - $71.21 $4.9K - $5.84K
607 $43K
BSY
Bentley Systems Inc

Technology
147
+ 61.76%
$44.79 - $51.95 $6.58K - $7.64K
385 $20K
JEPI
J P Morgan Exchange Traded Fd

ETFs
85
+ 11.33%
$54.98 - $59.51 $4.67K - $5.06K
835 $50K
TRV
Travelers Companies, Inc.

Financial Services
23
+ 43.4%
$201.87 - $242.35 $4.64K - $5.57K
76 $18K
KHC
Kraft Heinz CO

Consumer Defensive
109
+ 8.38%
$31.86 - $36.13 $3.47K - $3.94K
1.41K $49K
CMCSA
Comcast Corp

Communication Services
3
+ 0.12%
$37.33 - $41.78 $112 - $125
2.46K $103K
BTI
British American Tobacco P.L.C.

Consumer Defensive
17
+ 1.43%
$31.07 - $39.36 $528 - $669
1.21K $44K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
58
+ 38.93%
$96.28 - $112.4 $5.58K - $6.52K
207 $22K
UNF
Unifirst Corp

Industrials
19
+ 25.33%
$164.34 - $198.74 $3.12K - $3.78K
94 $19K
CTAS
Cintas Corp

Industrials
475
+ 256.76%
$201.38 - $819.83 $95.7K - $389K
660 $136K
HPE
Hewlett Packard Enterprise CO

Technology
330
+ 33.0%
$16.1 - $21.44 $5.31K - $7.08K
1.33K $27K
CPK
Chesapeake Utilities Corp

Utilities
27
+ 20.61%
$106.02 - $124.17 $2.86K - $3.35K
158 $20K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 44.44%
$475.2 - $527.7 $3.8K - $4.22K
26 $14K
EXR
Extra Space Storage Inc.

Real Estate
2
+ 1.14%
$151.92 - $183.06 $304 - $366
177 $32K
NXST
Nexstar Media Group, Inc.

Communication Services
23
+ 25.84%
$154.25 - $184.79 $3.55K - $4.25K
112 $19K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
19
+ 1.71%
$76.38 - $78.87 $1.45K - $1.5K
1.13K $89K
ST
Sensata Technologies Holding PLC

Technology
92
+ 23.12%
$34.15 - $42.3 $3.14K - $3.89K
490 $18K
IDV
Ishares Tr

ETFs
17
+ 1.44%
$27.62 - $30.64 $470 - $521
1.2K $36K
POWI
Power Integrations Inc

Technology
59
+ 23.79%
$57.86 - $78.46 $3.41K - $4.63K
307 $20K
PRGO
Perrigo CO PLC

Healthcare
107
+ 21.93%
$25.44 - $29.27 $2.72K - $3.13K
595 $16K
KLIC
Kulicke & Soffa Industries Inc

Technology
69
+ 21.17%
$38.57 - $53.24 $2.66K - $3.67K
395 $18K
Activity Summary
Buys All Purchases 109 New Holdings 49 Increased Positions 60 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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