Centerpoint Advisors, LLC Incresed Positions in Q3 2025

Centerpoint Advisors, LLC

  • $322 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
59
+ 2.08%
$53.81 - $57.52 $3.17K - $3.39K
2.89K $166K
PNC
Pnc Financial Services Group, Inc.

Financial Services
31
+ 19.62%
$185.88 - $207.44 $5.76K - $6.43K
189 $38K
CSCO
Cisco Systems, Inc.

Technology
170
+ 8.2%
$66.2 - $71.79 $11.3K - $12.2K
2.24K $153K
Blackrock Inc
7
+ 233.33%
N/A
10 $12K
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
Linde PLC
17
+ 9.77%
N/A
191 $91K
ASML
Asml Holding Nv

Technology
9
+ 150.0%
$689.63 - $968.09 $6.21K - $8.71K
15 $14K
PANW
Palo Alto Networks Inc

Technology
44
+ 22.0%
$167.06 - $208.19 $7.35K - $9.16K
244 $50K
QCOM
Qualcomm Inc

Technology
45
+ 2250.0%
$145.84 - $173.55 $6.56K - $7.81K
47 $8K
KO
Coca Cola CO

Consumer Defensive
145
+ 24.21%
$65.67 - $71.67 $9.52K - $10.4K
744 $49K
SO
Southern CO

Utilities
71
+ 20.06%
$90.83 - $96.0 $6.45K - $6.82K
425 $40K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 20.0%
$5364.25 - $5815.92 $10.7K - $11.6K
12 $65K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
98
+ 23.96%
$41.34 - $45.65 $4.05K - $4.47K
507 $23K
EOG
Eog Resources Inc

Energy
54
+ 1350.0%
$112.12 - $126.1 $6.05K - $6.81K
58 $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
QTEC
First Trust Nasdaq 100 Technol

ETFs
20
+ 23.26%
$208.95 - $229.72 $4.18K - $4.59K
106 $24K
IDV
Ishares Tr

ETFs
22
+ 1.06%
$34.54 - $37.28 $760 - $820
2.1K $77K
RGLD
Royal Gold Inc

Basic Materials
1
+ 1.03%
$151.42 - $200.58 $151 - $201
98 $20K
SDG
Ishares Trust Ishares Msci Glo

ETFs
24
+ 21.43%
$75.87 - $83.26 $1.82K - $2K
136 $11K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1
+ 1.03%
$201.83 - $230.93 $202 - $231
98 $22K
PG
Procter & Gamble CO

Consumer Defensive
44
+ 5.77%
$150.47 - $161.22 $6.62K - $7.09K
806 $124K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
25
+ 25.25%
$87.05 - $93.19 $2.18K - $2.33K
124 $12K
BAH
Booz Allen Hamilton Holding Corp

Industrials
29
+ 18.71%
$97.53 - $115.95 $2.83K - $3.36K
184 $18K
DGX
Quest Diagnostics Inc

Healthcare
6
+ 5.41%
N/A
117 $22K
SPOT
Spotify Technology S.A.

Communication Services
5
+ 50.0%
$620.01 - $738.53 $3.1K - $3.69K
15 $10K
CHE
Chemed Corp

Healthcare
6
+ 17.14%
$412.3 - $483.92 $2.47K - $2.9K
41 $18K
VT
Vanguard Total World Stk Index

ETFs
5
+ 71.43%
$128.41 - $138.03 $642 - $690
12 $2K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
18
+ 15.65%
$39.06 - $43.42 $703 - $782
133 $6K
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
WING
Wingstop Inc.

Consumer Cyclical
19
+ 28.36%
$247.44 - $377.34 $4.7K - $7.17K
86 $22K
EXR
Extra Space Storage Inc.

Real Estate
2
+ 1.09%
$134.36 - $152.88 $269 - $306
185 $26K
PRGO
Perrigo CO PLC

Healthcare
89
+ 14.96%
$20.76 - $28.43 $1.85K - $2.53K
684 $15K
CCI
Crown Castle International Corp

Real Estate
3
+ 1.2%
$92.96 - $113.91 $279 - $342
253 $24K
FDS
Factset Research Systems Inc

Financial Services
12
+ 29.27%
$283.86 - $450.3 $3.41K - $5.4K
53 $15K
POWI
Power Integrations Inc

Technology
58
+ 16.38%
$39.37 - $59.54 $2.28K - $3.45K
412 $17K
CMCSA
Comcast Corp

Communication Services
4
+ 0.54%
$31.41 - $36.33 $126 - $145
750 $24K
DIS
Walt Disney CO

Communication Services
158
+ 6.55%
$112.25 - $124.0 $17.7K - $19.6K
2.57K $294K
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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