Notify me when Centerpoint Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 393 | $325,058,000 | +$1,686,885 | -$7,167,090 | -$5,480,205 | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 13 Feb 2026, 10:24 |
| Q3 2025 | 440 | $322,303,000 | +$5,102,127 | -$2,211,940 | +$2,890,187 | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 05 Nov 2025, 18:07 |
| Q2 2025 | 384 | $294,851,000 | +$6,989,479 | -$6,430,125 | +$559,354 | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 01 Aug 2025, 15:19 |
| Q1 2025 | 384 | $270,699,000 | +$9,198,283 | -$8,653,376 | +$544,907 | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 12 May 2025, 17:56 |
| Q4 2024 | 445 | $285,552,000 | +$8,458,288 | -$10,479,103 | -$2,020,815 | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 31 Jan 2025, 13:43 |
| Q3 2024 | 463 | $287,612,000 | +$2,183,188 | -$6,905,280 | -$4,722,092 | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 15 Oct 2024, 10:57 |
| Q2 2024 | 432 | $277,519,000 | +$11,264,961 | -$6,272,013 | +$4,992,948 | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 30 Jul 2024, 14:06 |
| Q1 2024 | 422 | $266,883,000 | +$24,312,618 | -$19,947,298 | +$4,365,320 | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 02 May 2024, 14:00 |
| Q4 2023 | 417 | $254,405,000 | +$3,453,729 | -$9,388,372 | -$5,934,643 | IVV, QUAL, IWB, IJH, GUNR | 13F-HR | 16 Jan 2024, 13:15 |
| Q3 2023 | 553 | $235,656,000 | +$3,909,087 | -$5,701,391 | -$1,792,304 | IVV, QUAL, IWB, GUNR, IJH | 13F-HR | 01 Nov 2023, 16:51 |
| Q2 2023 | 551 | $246,405,000 | +$5,423,036 | -$4,844,996 | +$578,040 | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 17 Jul 2023, 13:20 |
| Q1 2023 | 544 | $229,685,000 | +$7,701,398 | -$4,166,591 | +$3,534,807 | IVV, QUAL, IWB, GUNR, IJH | 13F-HR | 03 May 2023, 10:58 |
| Q4 2022 | 477 | $213,226,000 | +$15,720,736 | -$5,229,145 | +$10,491,591 | IVV, QUAL, IWB, GUNR, IJH | 13F-HR | 24 Jan 2023, 10:31 |
| Q3 2022 | 380 | $188,152,000 | +$18,269,689 | -$9,431,239 | +$8,838,450 | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 13 Oct 2022, 14:42 |
| Q2 2022 | 386 | $196,079,000 | +$22,254,146 | -$8,520,676 | +$13,733,470 | IVV, QUAL, IWB, IJR, IJH | 13F-HR | 18 Jul 2022, 12:27 |
| Q1 2022 | 400 | $218,458,000 | +$8,739,960 | -$5,735,188 | +$3,004,772 | IVV, IWB, QUAL, IJH, IJR | 13F-HR | 27 Apr 2022, 16:23 |
| Q4 2021 | 427 | $227,690,000 | +$5,113,268 | -$6,779,338 | -$1,666,070 | IVV, IWB, QUAL, IVW, IJR | 13F-HR | 14 Jan 2022, 12:41 |
| Q3 2021 | 290 | $209,617,000 | +$3,528,103 | -$5,746,882 | -$2,218,779 | IVV, IWB, QUAL, IVW, IJR | 13F-HR | 25 Oct 2021, 13:08 |
| Q2 2021 | 285 | $212,411,000 | +$31,145,009 | -$1,598,072 | +$29,546,937 | IVV, IWB, QUAL, IVW, IJR | 13F-HR | 26 Jul 2021, 15:39 |
| Q1 2021 | 265 | $170,156,000 | +$4,606,478 | -$1,528,730 | +$3,077,748 | IVV, IWB, QUAL, IJR, IVW | 13F-HR | 23 Apr 2021, 12:27 |
| Q4 2020 | 245 | $153,802,000 | +$24,160,684 | -$2,525,858 | +$21,634,826 | IVV, IWB, QUAL, IVW, IJR | 13F-HR | 22 Jan 2021, 10:41 |
| Q3 2020 | 227 | $132,893,000 | +$26,676,979 | -$23,891,221 | +$2,785,758 | IVV, IWB, QUAL, IVW, IJH | 13F-HR | 13 Oct 2020, 11:04 |
| Q2 2020 | 262 | $123,655,000 | +$39,862,368 | -$37,894,915 | +$1,967,453 | IVV, IJT, IJK, IVW, IWB | 13F-HR | 31 Jul 2020, 15:23 |
| Q1 2020 | 237 | $100,563,000 | +$3,429,124 | -$6,144,602 | -$2,715,478 | IVW, IJK, IJT, IVE, IJS | 13F-HR | 23 Apr 2020, 13:48 |
| Q4 2019 | 266 | $135,760,000 | +$1,956,951 | -$1,017,190 | +$939,761 | IVW, IJT, IJK, IJS, MDYG | 13F-HR | 14 Jan 2020, 13:14 |
| Q3 2019 | 267 | $125,731,000 | +$1,472,185 | -$1,273,322 | +$198,863 | IVW, IJT, IJK, IJS, MDYG | 13F-HR | 21 Oct 2019, 16:15 |
| Q2 2019 | 260 | $125,100,000 | +$9,614,280 | -$5,642,437 | +$3,971,843 | IVW, IJT, IJK, MDYG, IJS | 13F-HR | 17 Jul 2019, 16:02 |
| Q1 2019 | 254 | $117,745,000 | +$17,742,520 | -$18,042,472 | -$299,952 | IVW, IJT, IJK, MDYG, SLYG | 13F-HR | 25 Apr 2019, 10:05 |
| Q4 2018 | 249 | $105,415,000 | +$26,275,677 | -$27,218,920 | -$943,243 | IVW, IJT, IVE, IJK, IJJ | 13F-HR | 05 Feb 2019, 15:43 |
| Q3 2018 | 238 | $126,329,000 | +$19,992,347 | -$19,144,960 | +$847,387 | IVW, IJT, IVE, IJJ, IJK | 13F-HR | 08 Nov 2018, 13:40 |
| Q2 2018 | 363 | $119,438,000 | +$21,004,723 | -$21,584,366 | -$579,643 | IJS, IJJ, IVE, IJT, IVW | 13F-HR | 13 Aug 2018, 11:57 |
| Q1 2018 | 243 | $114,732,000 | +$5,249,511 | -$2,502,739 | +$2,746,772 | IJT, IJS, IJK, IVW, IJJ | 13F-HR | 09 May 2018, 10:25 |
| Q4 2017 | 190 | $113,092,000 | $0 | $0 | $0 | IJS, IJT, IJK, IJJ, IVW | 13F-HR | 14 Mar 2018, 14:55 |