Centerpoint Advisors, LLC
Top Portfolio Positions
325 positions ·
$66,633,018 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
44,887 | $11,391,871 | 17.10% |
| MSFT |
Microsoft Corp
Technology
|
20,983 | $7,767,277 | 11.66% |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,304 | $5,838,618 | 8.76% |
| NVDA |
Nvidia Corp
Technology
|
16,011 | $2,792,318 | 4.19% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,847 | $1,842,564 | 2.77% |
| LLY |
ELI LILLY & Co
Healthcare
|
1,567 | $1,441,279 | 2.16% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,699 | $1,382,257 | 2.07% |
| V |
Visa Inc.
Financial Services
|
4,513 | $1,364,009 | 2.05% |
| META |
Meta Platforms, Inc.
Communication Services
|
2,371 | $1,356,520 | 2.04% |
| AMAT |
Applied Materials Inc /De
Technology
|
3,957 | $1,352,463 | 2.03% |
Portfolio Trend
Holdings in BETA
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,369 | 2,270 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $45,136 | 1,600 | Shares | Sole | 2026-02-13 | |
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