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 +$11.4M -$6.27M +$5.12M IVV, QUAL, IWB, IJH, IJR 13F-HR 7/30/2024, 02:06 PM
Q1 2024 422 $267M +$24.3M -$19.9M +$4.36M IVV, QUAL, IWB, IJH, IJR 13F-HR 5/2/2024, 02:00 PM
Q4 2023 417 $254M +$3.45M -$9.41M -$5.95M IVV, QUAL, IWB, IJH, GUNR 13F-HR 1/16/2024, 01:15 PM
Q3 2023 553 $236M +$3.91M -$5.73M -$1.82M IVV, QUAL, IWB, GUNR, IJH 13F-HR 11/1/2023, 04:51 PM
Q2 2023 551 $246M +$5.44M -$4.87M +$568K IVV, QUAL, IWB, IJH, IJR 13F-HR 7/17/2023, 01:20 PM
Q1 2023 544 $230M +$7.76M -$4.18M +$3.58M IVV, QUAL, IWB, GUNR, IJH 13F-HR 5/3/2023, 10:58 AM
Q4 2022 477 $213M +$15.7M -$5.23M +$10.5M IVV, QUAL, IWB, GUNR, IJH 13F-HR 1/24/2023, 10:31 AM
Q3 2022 380 $188M +$18.3M -$9.43M +$8.84M IVV, QUAL, IWB, IJH, IJR 13F-HR 10/13/2022, 02:42 PM
Q2 2022 366 $196M +$22.3M -$8.53M +$13.7M IVV, QUAL, IWB, IJR, IJH 13F-HR 7/18/2022, 12:27 PM
Q1 2022 370 $218M +$8.74M -$5.72M +$3.02M IVV, IWB, QUAL, IJH, IJR 13F-HR 4/27/2022, 04:23 PM
Q4 2021 391 $228M +$5.11M -$6.78M -$1.67M IVV, IWB, QUAL, IVW, IJR 13F-HR 1/14/2022, 12:41 PM
Q3 2021 282 $210M +$3.53M -$5.75M -$2.22M IVV, IWB, QUAL, IVW, IJR 13F-HR 10/25/2021, 01:08 PM
Q2 2021 278 $212M +$31.5M -$1.6M +$29.9M IVV, IWB, QUAL, IVW, IJR 13F-HR 7/26/2021, 03:39 PM
Q1 2021 256 $170M +$4.62M -$1.54M +$3.08M IVV, IWB, QUAL, IJR, IVW 13F-HR 4/23/2021, 12:27 PM
Q4 2020 237 $154M +$24.2M -$2.51M +$21.7M IVV, IWB, QUAL, IVW, IJR 13F-HR 1/22/2021, 10:41 AM
Q3 2020 222 $133M +$26.7M -$23.9M +$2.78M IVV, IWB, QUAL, IVW, IJH 13F-HR 10/13/2020, 11:04 AM
Q2 2020 258 $124M +$39.9M -$37.9M +$1.97M IVV, IJT, IJK, IVW, IWB 13F-HR 7/31/2020, 03:23 PM
Q1 2020 232 $101M +$3.43M -$6.15M -$2.72M IVW, IJK, IJT, IVE, IJS 13F-HR 4/23/2020, 01:48 PM
Q4 2019 260 $136M +$1.96M -$1.02M +$936K IVW, IJT, IJK, IJS, MDYG 13F-HR 1/14/2020, 01:14 PM
Q3 2019 262 $126M +$1.48M -$1.27M +$202K IVW, IJT, IJK, IJS, MDYG 13F-HR 10/21/2019, 04:15 PM
Q2 2019 253 $125M +$9.61M -$5.64M +$3.97M IVW, IJT, IJK, MDYG, IJS 13F-HR 7/17/2019, 04:02 PM
Q1 2019 254 $118M +$17.7M -$18M -$300K IVW, IJT, IJK, MDYG, SLYG 13F-HR 4/25/2019, 10:05 AM
Q4 2018 249 $105M +$26.3M -$27.2M -$943K IVW, IJT, IVE, IJK, IJJ 13F-HR 2/5/2019, 03:43 PM
Q3 2018 238 $126M +$20M -$19.1M +$847K IVW, IJT, IVE, IJJ, IJK 13F-HR 11/8/2018, 01:40 PM
Q2 2018 363 $119M +$21M -$21.6M -$580K IJS, IJJ, IVE, IJT, IVW 13F-HR 8/13/2018, 11:57 AM
Q1 2018 243 $115M +$5.25M -$2.5M +$2.75M IJT, IJS, IJK, IVW, IJJ 13F-HR 5/9/2018, 10:25 AM
Q4 2017 190 $113M $0 $0 IJS, IJT, IJK, IJJ, IVW 13F-HR 3/14/2018, 02:55 PM