StockDriftsStockDriftsTop 50 Centerpoint Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 27.29% | 128.4K | $83.9M | +0.20%(+258) | $393.59(+90.16%) | 2026-03-31 | |
| QUAL | ISHARES TR | 8.32% | 133.3K | $25.6M | +0.37%(+492) | $105.65(+106.75%) | 2026-03-31 | |
| IJH | ISHARES TR | 7.21% | 328.2K | $22.2M | +11.34%(+33.42K) | $44.81(+69.80%) | 2026-03-31 | |
| IWB | ISHARES TR | 6.25% | 53.9K | $19.2M | -5.28%(-3.00K) | $179.78(+127.36%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.61% | 114.1K | $14.2M | -9.65%(-12.19K) | $81.21(+80.36%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.09% | 111.1K | $12.6M | -0.84%(-937) | $39.59(+242.03%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.71% | 44.9K | $11.4M | -1.71%(-780) | $126.45(+144.07%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.66% | 28.5K | $8.2M | -1.67%(-485) | $69.46(+412.80%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.64% | 38.5K | $8.1M | -0.80%(-312) | $112.20(+105.17%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.53% | 21.0K | $7.8M | -7.22%(-1.63K) | $143.28(+172.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.55% | +50.30% |
| Top 20 Holdings Unweighted | +15.29% | +53.24% |
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