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  Name: Centerpoint Advisors LLC
  City: NEEDHAM
  State: MA
  Zip: 02494
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $266,903,000
  Total Value Change : $12,479,000
  Securities Held Change : 3
   
All Securities Held : 447
  New Positions : 20
  Closed Positions : 18
  Increased Positions : 57
  Unchanged Positions : 304
  Decreased Positions : 66

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Holdings Found : 20     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 143 New $61.27 $69,000 1,119 0.03% 69,000 1,119 0    Closed - End Fund - E...
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 146 New $0.00 $63,000 1,000 0.02% 63,000 1,000 0    N/A
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 152 New $53.88 $55,000 616 0.02% 55,000 616 0.146    N/A
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 154 New $0.00 $54,000 866 0.02% 54,000 866 0.028    N/A
   (DXJ)1 Year Chart         DXJ WisdomTree Trust Japan Tota... 157 New $107.78 $54,000 500 0.02% 54,000 500 0    Closed - End Fund - E...
   (TDVG)1 Year Chart         TDVG T Rowe Price Dividend Growt... 156 New $0.00 $54,000 1,422 0.02% 54,000 1,422 0    N/A
   (FBND)1 Year Chart         FBND Fidelity Total Bond Etf 191 New $0.00 $37,000 816 0.01% 37,000 816 0    N/A
   (WCC)1 Year Chart         WCC WESCO International 234 New $175.88 $21,000 120 0.01% 21,000 120 0.002    Electronics Wholesale
   (ONTO)1 Year Chart         ONTO Onto Innovation Inc 267 New $224.35 $18,000 100 0.01% 18,000 100 0    Scientific & Technica...
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 320 New $68.68 $11,000 161 0% 11,000 161 0    N/A
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 327 New $42.46 $9,000 214 0% 9,000 214 0    N/A
   (RHP)1 Year Chart         RHP Ryman Hospitality Properties 328 New $105.94 $9,000 78 0% 9,000 78 0    Entertainment - Diver...
   (AMRC)1 Year Chart         AMRC Ameresco, Inc. 347 New $27.62 $7,000 300 0% 7,000 300 0    Industrial Electrical...
   (DVYE)1 Year Chart         DVYE Ishares Emerging Markets Di... 345 New $27.06 $7,000 250 0% 7,000 250 0    N/A
   (CHX)1 Year Chart         CHX Championx Inc 339 New $10.34 $7,000 184 0% 7,000 184 0.003    N/A
   (IRBT)1 Year Chart         IRBT iRobot Corp 365 New $7.24 $5,000 600 0% 5,000 600 0.002    Appliances
   (BTE)1 Year Chart         BTE Baytex Energy Trust 366 New $3.45 $4,000 1,000 0% 4,000 1,000 0.004    Diversified Investments
   (MVG)1 Year Chart         MVG MAG Silver Corp 370 New $12.70 $4,000 350 0% 4,000 350 0    Silver
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 422 New $34.58 $1,000 30 0% 1,000 30 0    N/A
   (IREN)1 Year Chart         IREN Iris Energy Pty Ord Shs 406 New $0.00 $1,000 200 0% 1,000 200 0    N/A

      20 Records Found
  1    
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