Centerpoint Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$278M
Signature - Title
Matthew Okaty - Compliance Analyst
Location
175 Highland Ave Suite 302, Needham, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 432 $278M +$11.3M -$6.27M +$4.99M IVV, QUAL, IWB, IJH, IJR 13F-HR 7/30/2024, 02:06 PM
Q1 2024 407 $267M +$24.3M -$19.9M +$4.37M IVV, QUAL, IWB, IJH, IJR 13F-HR 5/2/2024, 02:00 PM
Q4 2023 399 $254M +$3.45M -$9.39M -$5.93M IVV, QUAL, IWB, IJH, GUNR 13F-HR 1/16/2024, 01:15 PM
Q3 2023 525 $236M +$3.91M -$5.7M -$1.79M IVV, QUAL, IWB, GUNR, IJH 13F-HR 11/1/2023, 04:51 PM
Q2 2023 492 $246M +$5.53M -$4.34M +$1.19M IVV, QUAL, IWB, IJH, IJR 13F-HR 7/17/2023, 01:20 PM
Q1 2023 486 $230M +$7.75M -$3.74M +$4.01M IVV, QUAL, IWB, GUNR, IJH 13F-HR 5/3/2023, 10:58 AM
Q4 2022 435 $213M +$15.8M -$4.52M +$11.2M IVV, QUAL, IWB, GUNR, IJH 13F-HR 1/24/2023, 09:31 AM
Q3 2022 346 $188M +$18.3M -$4.34M +$13.9M IVV, QUAL, IWB, IJH, IJR 13F-HR 10/13/2022, 02:42 PM
Q2 2022 354 $196M +$22.3M -$7.89M +$14.4M IVV, QUAL, IWB, IJR, IJH 13F-HR 7/18/2022, 12:27 PM
Q1 2022 358 $218M +$8.74M -$5.47M +$3.28M IVV, IWB, QUAL, IJH, IJR 13F-HR 4/27/2022, 04:23 PM
Q4 2021 374 $228M +$5.1M -$5.66M -$561K IVV, IWB, QUAL, IVW, IJR 13F-HR 1/14/2022, 11:41 AM
Q3 2021 287 $210M +$3.53M -$5.75M -$2.21M IVV, IWB, QUAL, IVW, IJR 13F-HR 10/25/2021, 01:08 PM
Q2 2021 281 $212M +$31.1M -$1.6M +$29.5M IVV, IWB, QUAL, IVW, IJR 13F-HR 7/26/2021, 03:39 PM
Q1 2021 260 $170M +$4.61M -$1.53M +$3.09M IVV, IWB, QUAL, IJR, IVW 13F-HR 4/23/2021, 12:27 PM
Q4 2020 227 $154M +$24.2M -$1.81M +$22.3M IVV, IWB, QUAL, IVW, IJR 13F-HR 1/22/2021, 09:41 AM
Q3 2020 216 $133M +$26.7M -$23.5M +$3.14M IVV, IWB, QUAL, IVW, IJH 13F-HR 10/13/2020, 11:04 AM
Q2 2020 254 $123M +$39.9M -$37.3M +$2.6M IVV, IJT, IJK, IVW, IWB 13F-HR 7/31/2020, 03:23 PM
Q1 2020 230 $99.4M +$3.12M -$5.3M -$2.17M IVW, IJK, IJT, IVE, IJS 13F-HR 4/23/2020, 01:48 PM
Q4 2019 254 $136M +$1.96M -$953K +$1M IVW, IJT, IJK, IJS, MDYG 13F-HR 1/14/2020, 12:14 PM
Q3 2019 254 $125M +$1.47M -$882K +$590K IVW, IJT, IJK, IJS, MDYG 13F-HR 10/21/2019, 04:15 PM
Q2 2019 250 $125M +$9.61M -$5.32M +$4.3M IVW, IJT, IJK, MDYG, IJS 13F-HR 7/17/2019, 04:02 PM
Q1 2019 239 $117M +$17.7M -$17.9M -$165K IVW, IJT, IJK, MDYG, SLYG 13F-HR 4/25/2019, 10:05 AM
Q4 2018 239 $105M +$26.3M -$26.5M -$261K IVW, IJT, IVE, IJK, IJJ 13F-HR 2/5/2019, 02:43 PM
Q3 2018 225 $126M +$20M -$18.2M +$1.78M IVW, IJT, IVE, IJJ, IJK 13F-HR 11/8/2018, 12:40 PM
Q2 2018 338 $119M +$20.4M -$21.3M -$810K IJS, IJJ, IVE, IJT, IVW 13F-HR 8/13/2018, 11:57 AM
Q1 2018 228 $115M +$5.25M -$2.26M +$2.99M IJT, IJS, IJK, IVW, IJJ 13F-HR 5/9/2018, 10:25 AM
Q4 2017 184 $113M IJS, IJT, IJK, IJJ, IVW 13F-HR 3/14/2018, 02:55 PM