Centerpoint Advisors, LLC
Top Portfolio Positions
326 positions ·
$67,992,029 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
44,887 | $11,391,871 | 16.75% | |
| MSFT |
Microsoft Corp
Technology
|
20,983 | $7,767,277 | 11.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,304 | $5,838,618 | 8.59% | |
| NVDA |
Nvidia Corp
Technology
|
16,011 | $2,792,318 | 4.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,847 | $1,842,564 | 2.71% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,567 | $1,441,279 | 2.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,699 | $1,382,257 | 2.03% | |
| V |
Visa Inc.
Financial Services
|
4,513 | $1,364,009 | 2.01% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,836 | $1,359,011 | 2.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,371 | $1,356,520 | 2.00% |
Portfolio Trend
25 quarters · across all stocks
Holdings in POOL
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,128 | 55 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,581 | 55 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,053 | 55 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $16,031 | 55 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $17,509 | 55 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,751 | 55 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $20,724 | 55 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,215 | 43 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $17,350 | 43 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $17,144 | 43 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $15,312 | 43 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $16,484 | 44 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $15,067 | 44 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $13,302 | 44 | Shares | Sole | 2023-01-24 | |
| No 13F history on record for this holder in this stock. | ||||||