Fund HoldingsCenterpoint Advisors, LLC

Total Portfolio Value
$277.5K
Total Bought
$16.7K
Total Sold
$8.5K
Net Transaction
+$8.2K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ISHARES TR118,679120,383+1,704626623.74%+3
APPLE INC(AAPL)045,786+45,7860103.47%+10
ALPHABET INC(GOOG)33,33634,561+1,225562.28%+1
ISHARES TR129,467129,322-14511124.31%+1
ALPHABET INC(GOOG)28,78629,416+630451.93%+1
SPDR S&P 500 ETF TR(SPY)2322,008+1,776010.39%+1
MICROSOFT CORP(MSFT)23,37523,632+25710113.81%+1
NVIDIA CORPORATION(NVDA)2,85526,750+23,895331.19%+1
ISHARES TR09,375+9,375010.26%+1
ISHARES TR02,831+2,831000.18%0
ELI LILLY &CO(LLY)3,4283,444+16331.12%0
VANGUARD INTL EQUITY INDEX F09,236+9,236000.15%0
SPDR GOLD TR(GLD)01,587+1,587000.12%0
ISHARES TR0854+854000.11%0
VANGUARD BD INDEX FDS03,970+3,970000.10%0
LEMAITRE VASCULAR INC(LMAT)17,79317,755-38110.53%0
ISHARES TR65,49463,987-1,50719196.86%0
ISHARES TR
MSCI USA QLT FCT
141,231136,950-4,28123238.43%0
ORACLE CORP(ORCL)6,4846,922+438110.35%0
ISHARES TR14,36715,262+895220.65%0
SPDR INDEX SHS FDS
ST STR EU 50 ETF
02,860+2,860000.05%0
TESLA INC(TSLA)01,925+1,925000.14%0
COSTCO WHSL CORP NEW(COST)1,4501,410-40110.43%0
VANGUARD INDEX FDS0600+600000.05%0
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
02,000+2,000000.04%0
ISHARES TR
CORE HIGH DV ETF
01,000+1,000000.04%0
SPDR SER TR
ST STR P500GRW
15,62515,593-32110.45%0
AMAZON COM INC(AMZN)8,8678,797-70220.61%0
EXXON MOBIL CORP07,005+7,005010.29%+1
VANGUARD BD INDEX FDS01,108+1,108000.03%0
WALMART INC(WMT)6,3756,843+468000.17%0
ISHARES INC
CORE MSCI EMKT
02,052+2,052000.04%0
NOVO-NORDISK A S(NVO)2,3052,595+290000.13%0
GLOBAL X FDS
GLBL X MLP ETF
01,500+1,500000.03%0
PHILIP MORRIS INTL INC(PM)03,888+3,888000.14%0
ISHARES TR
CORE MSCI EAFE
051,432+51,432041.35%+4
ASTRAZENECA PLC(AZN)0900+900000.03%0
AIR PRODS &CHEMS INC02,886+2,886010.27%+1
ANALOG DEVICES INC(ADI)02,000+2,000000.16%0
AMGEN INC(AMGN)0184+184000.02%0
META PLATFORMS INC(META)1,3231,373+50110.25%0
CHEVRON CORP NEW(CVX)01,559+1,559000.09%0
GAMESTOP CORP NEW(GME)01,890+1,890000.02%0
GE VERNOVA INC(GEV)0259+259000.02%0
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0750+750000.02%0
HONEYWELL INTL INC(HON)0977+977000.08%0
QUALCOMM INC(QCOM)0200+200000.01%0
ADOBE INC(ADBE)0780+780000.16%0
KRAFT HEINZ CO(KHC)01,300+1,300000.02%0
BANK AMERICA CORP7,7688,270+502000.12%0
BOSTON SCIENTIFIC CORP(BSX)4,0004,0000000.11%0
UNION PAC CORP(UNP)0152+152000.01%0
TJX COS INC NEW(TJX)5,1655,050-115110.20%0
NXP SEMICONDUCTORS N V
COM
1,5001,5000000.15%0
WELLTOWER INC(WELL)0300+300000.01%0
NEXTERA ENERGY INC(NEE)4,1364,1360000.11%0
EXTRA SPACE STORAGE INC(EXR)0175+175000.01%0
INTERNATIONAL BUSINESS MACHS(IBM)518718+200000.04%0
ISHARES TR0145+145000.01%0
STAG INDL INC(STAG)0700+700000.01%0
BROADCOM INC(AVGO)035+35000.02%0
NORTHEAST BK LEWISTON ME
COM
04,250+4,250000.09%0
PROCTER AND GAMBLE CO(PG)9881,117+129000.07%0
ABBOTT LABS01,167+1,167000.04%0
CORNING INC(GLW)03,775+3,775000.05%0
INVESCO QQQ TR6426420000.11%0
PNC FINL SVCS GROUP INC(PNC)0150+150000.01%0
UNITED PARCEL SERVICE INC(UPS)0235+235000.01%0
CISCO SYS INC(CSCO)02,985+2,985000.05%0
READY CAPITAL CORP02,700+2,700000.01%0
GILAT SATELLITE NETWORKS LTD(GILT)05,000+5,000000.01%0
ISHARES TR0173+173000.01%0
ISHARES TR0135+135000.01%0
FIDELITY WISE ORIGIN BITCOIN(FBTC)8661,416+550000.03%0
KROGER CO(KR)0404+404000.01%0
ISHARES SILVER TR(SLV)05,000+5,000000.05%0
RIO TINTO PLC(RIO)0525+525000.01%0
QUEST DIAGNOSTICS INC(DGX)0362+362000.02%0
S&P GLOBAL INC(SPGI)01,035+1,035000.17%0
EMERSON ELEC CO(EMR)8271,007+180000.04%0
LOCKHEED MARTIN CORP(LMT)0459+459000.08%0
ARM HOLDINGS PLC0100+100000.01%0
ISHARES TR1,5331,5330000.07%0
PROLOGIS INC.(PLD)0200+200000.01%0
SENSATA TECHNOLOGIES HLDG PL
SHS
0398+398000.01%0
COCA COLA CO(KO)02,279+2,279000.05%0
ANNALY CAPITAL MANAGEMENT IN0700+700000.00%0
BENTLEY SYS INC(BSY)0238+238000.00%0
AMERICAN EXPRESS CO(AXP)3,9873,970-17110.33%0
CHAMPIONX CORPORATION0541+541000.01%0
TRAVELERS COMPANIES INC(TRV)053+53000.00%0
DRAFTKINGS INC NEW(DKNG)2,4503,175+725000.04%0
ROBLOX CORP(RBLX)0280+280000.00%0
KLA CORP(KLAC)065+65000.02%0
LAM RESEARCH CORP(LRCX)1001000000.04%0
MCKESSON CORP(MCK)1941940000.04%0
NEWMONT CORP(NEM)01,431+1,431000.02%0
VANGUARD INDEX FDS018+18000.00%0
HAWKINS INC(HWKN)0500+500000.02%0
HALOZYME THERAPEUTICS INC(HALO)0550+550000.01%0
Page 1 of 1