Centerpoint Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Needham, MA
CIK
0001733788
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 444 254,424 IVV, QUAL, IWB, IJH 13F-HR 1/16/2024 000173378824000001
Q3 2023 612 235,720 IVV, QUAL, IWB, GUNR 13F-HR 11/1/2023 000173378823000006
Q2 2023 613 246,467 IVV, QUAL, IWB, IJH 13F-HR 7/17/2023 000173378823000005
Q1 2023 607 229,754 IVV, QUAL, IWB, GUNR 13F-HR 5/3/2023 000173378823000004
Q4 2022 510 213,272 IVV, QUAL, IWB, GUNR 13F-HR 1/24/2023 000173378823000002
Q3 2022 403 188,182 IVV, QUAL, IWB, IJH 13F-HR 10/13/2022 000173378822000005
Q2 2022 415 196,114 IVV, QUAL, IWB, IJR 13F-HR 7/18/2022 000173378822000004
Q1 2022 433 218,505 IVV, IWB, QUAL, IJH 13F-HR 4/27/2022 000173378822000003
Q4 2021 458 227,735 IVV, IWB, QUAL, IVW 13F-HR 1/14/2022 000173378822000001
Q3 2021 316 209,635 IVV, IWB, QUAL, IVW 13F-HR 10/25/2021 000173378821000005
Q2 2021 304 212,427 IVV, IWB, QUAL, IVW 13F-HR 7/26/2021 000173378821000003
Q1 2021 278 170,186 IVV, IWB, QUAL, IJR 13F-HR 4/23/2021 000173378821000002
Q4 2020 258 153,821 IVV, IWB, QUAL, IVW 13F-HR 1/22/2021 000173378821000001
Q3 2020 241 132,900 IVV, IWB, QUAL, IVW 13F-HR 10/13/2020 000173378820000004
Q2 2020 279 123,665 IVV, IJT, IJK, IVW 13F-HR 7/31/2020 000173378820000003
Q1 2020 255 100,574 IVW, IJK, IJT, IVE 13F-HR 4/23/2020 000173378820000002
Q4 2019 286 135,779 IVW, IJT, IJK, IJS 13F-HR 1/14/2020 000173378820000001
Q3 2019 283 125,752 IVW, IJT, IJK, IJS 13F-HR 10/21/2019 000173378819000005
Q2 2019 278 125,111 IVW, IJT, IJK, MDYG 13F-HR 7/17/2019 000173378819000004
Q1 2019 270 117,758 IVW, IJT, IJK, MDYG 13F-HR 4/25/2019 000173378819000003
Q4 2018 268 105,426 IVW, IJT, IVE, IJK 13F-HR 2/5/2019 000173378819000001
Q3 2018 252 126,344 IVW, IJT, IVE, IJJ 13F-HR 11/8/2018 000173378818000006
Q2 2018 381 119,471 IJS, IJJ, IVE, IJT 13F-HR 8/13/2018 000173378818000005
Q1 2018 258 114,748 IJT, IJS, IJK, IVW 13F-HR 5/9/2018 000173378818000004
Q4 2017 206 113,098 IJS, IJT, IJK, IJJ 13F-HR 3/14/2018 000173378818000003