Universe · entity
Centerpoint Advisors, LLC
Institutional manager (13F) · CIK 1733788
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $285k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $84k | 128,404 |
| 2 | ISHARES TR | $26k | 133,280 |
| 3 | ISHARES TR | $22k | 328,185 |
| 4 | ISHARES TR | $19k | 53,891 |
| 5 | ISHARES TR | $14k | 114,077 |
| 6 | ISHARES TR | $13k | 111,071 |
| 7 | APPLE INC | $11k | 44,887 |
| 8 | ALPHABET INC | $8k | 28,471 |
| 9 | ISHARES TR | $8k | 38,460 |
| 10 | MICROSOFT CORP | $8k | 20,983 |
| 11 | ISHARES TR | $6k | 62,308 |
| 12 | ALPHABET INC | $6k | 20,304 |
| 13 | ISHARES TR | $6k | 39,970 |
| 14 | ISHARES TR | $4k | 32,210 |
| 15 | ISHARES TR | $4k | 35,668 |
| 16 | ISHARES TR | $4k | 45,603 |
| 17 | NVIDIA CORPORATION | $3k | 16,011 |
| 18 | SCHWAB STRATEGIC TR | $3k | 90,000 |
| 19 | SCHWAB STRATEGIC TR | $3k | 84,000 |
| 20 | ISHARES TR | $2k | 16,954 |
| 21 | ISHARES TR | $2k | 30,637 |
| 22 | AMAZON COM INC | $2k | 8,847 |
| 23 | ELI LILLY &CO | $1k | 1,567 |
| 24 | JPMORGAN CHASE &CO | $1k | 4,699 |
| 25 | VISA INC | $1k | 4,513 |
| 26 | BERKSHIRE HATHAWAY INC DEL | $1k | 2,836 |
| 27 | META PLATFORMS INC | $1k | 2,371 |
| 28 | APPLIED MATLS INC | $1k | 3,957 |
| 29 | STATE STR SPDR S&P 500 ETF T | $1k | 1,865 |
| 30 | SPDR SERIES TRUST | $1k | 11,783 |
| 31 | SPDR SERIES TRUST | $1k | 20,178 |
| 32 | AMERICAN EXPRESS CO | $1k | 3,751 |
| 33 | VANGUARD INDEX FDS | $1k | 5,501 |
| 34 | COSTCO WHOLESALE CORPORATION | $1k | 1,125 |
| 35 | JOHNSON &JOHNSON | $1k | 4,175 |
| 36 | ORACLE CORP | $999 | 6,794 |
| 37 | THERMO FISHER SCIENTIFIC INC | $990 | 2,015 |
| 38 | EXXON MOBIL CORP | $930 | 5,479 |
| 39 | ISHARES TR | $787 | 8,102 |
| 40 | TJX COS INC NEW | $765 | 4,790 |
| 41 | EVERSOURCE ENERGY | $761 | 10,983 |
| 42 | GOLDMAN SACHS GROUP INC | $730 | 863 |
| 43 | AIR PRODUCTS AND CHEMICALS I | $714 | 2,459 |
| 44 | HOME DEPOT INC | $628 | 1,909 |
| 45 | ISHARES TR | $620 | 10,756 |
| 46 | MASTERCARD INCORPORATED | $580 | 1,160 |
| 47 | VANGUARD INDEX FDS | $577 | 1,800 |
| 48 | SCHWAB STRATEGIC TR | $532 | 17,337 |
| 49 | SPDR GOLD TR | $516 | 1,199 |
| 50 | STRYKER CORPORATION | $493 | 1,500 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.