Centerpoint Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CA Centerpoint Advisors, LLC | Institutional Filer | ▼ 5.45% | $307K | 414 |
Current Portfolio Holdings
Showing all 414 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 128K | $84K | 27.29% |
| 2 | QUAL | ISHARES TR | — | 133K | $26K | 8.32% |
| 3 | IJH | ISHARES TR | — | 328K | $22K | 7.21% |
| 4 | IWB | iShares Russell 1000 ETF | — | 54K | $19K | 6.25% |
| 5 | IJR | ISHARES TR | — | 114K | $14K | 4.61% |
| 6 | IVW | ISHARES TR | — | 111K | $13K | 4.09% |
| 7 | AAPL | Apple Inc. | Technology | 45K | $11K | 3.71% |
| 8 | GOOG | Alphabet Inc. | Technology | 28K | $8K | 2.66% |
| 9 | IVE | ISHARES TR | — | 38K | $8K | 2.64% |
| 10 | MSFT | Microsoft Corporation | Technology | 21K | $8K | 2.53% |
| 11 | IJK | ISHARES TR | — | 62K | $6K | 2.04% |
| 12 | GOOGL | Alphabet Inc. | Technology | 20K | $6K | 1.90% |
| 13 | IJT | ISHARES TR | — | 40K | $6K | 1.88% |
| 14 | IJJ | ISHARES TR | — | 32K | $4K | 1.39% |
| 15 | IJS | ISHARES TR | — | 36K | $4K | 1.37% |
Showing 1 to 15 of 414 holdings