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Home > Institutional Investor > Centerpoint Advisors, Llc > 13F Holdings

Instuitional Investor - Centerpoint Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 131,282 $100,542 27.67%
2.
Ishares Trust
 HYG 135,332 $30,076 8.28%
3.
Ishares Trust
 IEF 345,981 $24,893 6.85%
4.
Ishares Trust
 IEF 53,365 $22,207 6.11%
5.
Ishares Trust
 IEF 114,953 $15,638 4.3%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.