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Centerpoint Advisory Group

Latest statistics and disclosures from Centerpoint Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, SPMO, VIG, AAPL, JGRO, and represent 24.15% of Centerpoint Advisory Group's stock portfolio.
Added to shares of these 10 stocks: SPMO, PYLD, IWX, SPHQ, SPHD, TBLL, TCAF, TSM, ANET, ASML.
Started 11 new stock positions in IWY, PLTR, SPHD, SYFI, ASML, ANET, TSM, TBLL, CALF, ABT. SPY.
Reduced shares in these 10 stocks: JGRO, DSTL, EOG, JPSE, OMFL, SPOT, IWD, FSCO, PG, SPTL.
Sold out of its positions in EOG, JPSE, SPOT.
Centerpoint Advisory Group was a net buyer of stock by $4.9M.
Centerpoint Advisory Group has $129M in assets under management (AUM), dropping by 11.46%.
Central Index Key (CIK): 0002054093

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Portfolio Holdings for Centerpoint Advisory Group

Centerpoint Advisory Group holds 108 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.1	$7.8M		42k	186.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	5.3	$6.8M	+40%	56k	121.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.3	$5.5M		26k	215.79	View chart
Apple (AAPL)	4.3	$5.5M		22k	254.62	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	4.3	$5.5M	-9%	58k	93.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.5	$4.5M	+3%	9.5k	468.41	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	3.3	$4.2M	-5%	70k	60.26	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	3.1	$4.0M	+8%	106k	37.70	View chart
Etf Ser Solutions Distillate Us (DSTL)	3.1	$4.0M	-9%	69k	57.96	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.0	$3.8M	+60%	143k	26.84	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.7	$3.5M		33k	104.96	View chart
Microsoft Corporation (MSFT)	2.3	$3.0M		5.7k	517.95	View chart
Broadcom (AVGO)	2.1	$2.8M	-2%	8.3k	329.91	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.1	$2.7M	-2%	31k	88.96	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.1	$2.7M		29k	93.64	View chart
JPMorgan Chase & Co. (JPM)	2.1	$2.7M		8.6k	315.43	View chart
Amazon (AMZN)	1.9	$2.5M		11k	219.57	View chart
Ishares Tr Core Div Grwth (DGRO)	1.9	$2.4M	-2%	35k	68.08	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.8	$2.3M		37k	62.91	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.7	$2.2M	-3%	32k	67.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.7	$2.1M		21k	99.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.4	$1.8M	-7%	8.8k	203.59	View chart
Abbvie (ABBV)	1.1	$1.5M		6.3k	231.54	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$1.4M		5.8k	243.55	View chart
Blackrock (BLK)	1.0	$1.3M		1.1k	1165.87	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	1.0	$1.3M	+43%	15k	87.88	View chart
Home Depot (HD)	1.0	$1.3M		3.2k	405.19	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$1.1M	+45%	16k	73.29	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.9	$1.1M		2.3k	490.38	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$1.1M	+5%	15k	75.11	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.9	$1.1M	-4%	20k	55.21	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.8	$1.0M	-9%	38k	26.95	View chart
Chevron Corporation (CVX)	0.8	$999k		6.4k	155.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$993k	+2%	1.5k	669.46	View chart
Meta Platforms Cl A (META)	0.7	$947k	+2%	1.3k	734.38	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.7	$941k	+8%	7.0k	135.23	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.7	$934k	+35%	36k	25.85	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.7	$847k		7.5k	113.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$827k	+19%	3.3k	247.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$810k		1.6k	502.74	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.6	$810k	+4%	14k	59.91	View chart
Netflix (NFLX)	0.6	$770k		642.00	1198.92	View chart
Costco Wholesale Corporation (COST)	0.6	$765k		826.00	925.63	View chart
Oneok (OKE)	0.6	$760k	+7%	10k	72.97	View chart
Super Micro Computer Com New (SMCI)	0.5	$707k		15k	47.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$704k	-6%	1.2k	600.37	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.5	$696k		7.1k	98.59	View chart
Ishares Tr Investment Grade (IGEB)	0.5	$695k		15k	46.04	View chart
Fs Kkr Capital Corp (FSK)	0.5	$680k	-12%	46k	14.93	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$678k	-11%	12k	57.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$631k		1.0k	612.27	View chart
Servicenow (NOW)	0.5	$629k		683.00	920.28	View chart
Wal-Mart Stores (WMT)	0.5	$628k		6.1k	103.06	View chart
Tesla Motors (TSLA)	0.5	$619k	+9%	1.4k	444.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$596k		2.5k	243.10	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.4	$572k	+35%	6.3k	91.01	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.4	$566k		5.2k	109.67	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.4	$502k		9.6k	52.47	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$501k	+72%	2.4k	209.26	View chart
Bank of America Corporation (BAC)	0.4	$475k		9.2k	51.59	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.4	$460k		10k	46.08	View chart
American Express Company (AXP)	0.4	$453k		1.4k	332.16	View chart
Caterpillar (CAT)	0.3	$439k	-5%	920.00	477.15	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$430k	-4%	8.5k	50.73	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$427k		1.9k	229.61	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.3	$414k	-24%	60k	6.91	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.3	$413k		16k	26.13	View chart
Procter & Gamble Company (PG)	0.3	$383k	-24%	2.5k	153.65	View chart
RBB Us Treas 3 Mnth (TBIL)	0.3	$361k	+5%	7.2k	50.00	View chart
Wells Fargo & Company (WFC)	0.3	$349k		4.2k	83.82	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$346k	+21%	6.4k	53.87	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.3	$325k		3.1k	104.91	View chart
Exxon Mobil Corporation (XOM)	0.3	$322k	-8%	2.9k	112.75	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.3	$321k	NEW	6.5k	49.45	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.2	$317k	NEW	3.0k	105.64	View chart
3M Company (MMM)	0.2	$298k		1.9k	155.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$290k	+19%	884.00	328.17	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.2	$289k		5.6k	51.45	View chart
Eli Lilly & Co. (LLY)	0.2	$285k		373.00	763.00	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.2	$283k	+25%	8.4k	33.65	View chart
Deere & Company (DE)	0.2	$280k		613.00	457.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$277k	-22%	10k	27.30	View chart
Advanced Micro Devices (AMD)	0.2	$277k	+3%	1.7k	161.79	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$273k		1.6k	170.85	View chart
PNC Financial Services (PNC)	0.2	$270k		1.3k	200.93	View chart
Cummins (CMI)	0.2	$266k		630.00	422.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$266k	-13%	2.8k	96.55	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$260k	NEW	932.00	279.29	View chart
Iron Mountain (IRM)	0.2	$258k		2.5k	101.94	View chart
Commerce Bancshares (CBSH)	0.2	$258k		4.3k	59.76	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$256k		3.0k	85.34	View chart
Arista Networks Com Shs (ANET)	0.2	$254k	NEW	1.7k	145.71	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$252k	+17%	1.8k	142.41	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$251k	NEW	259.00	968.09	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$251k	NEW	376.00	666.18	View chart
Progressive Corporation (PGR)	0.2	$235k		950.00	246.95	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$233k		3.9k	59.39	View chart
Palantir Technologies Cl A (PLTR)	0.2	$227k	NEW	1.2k	182.42	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$220k		2.5k	89.34	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$214k	NEW	4.9k	43.78	View chart
Emerson Electric (EMR)	0.2	$210k		1.6k	131.18	View chart
Boston Scientific Corporation (BSX)	0.2	$210k		2.2k	97.63	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$209k	NEW	765.00	273.65	View chart
Abbott Laboratories (ABT)	0.2	$207k	NEW	1.5k	133.94	View chart
UnitedHealth (UNH)	0.2	$207k	-25%	599.00	345.30	View chart
Ab Active Etfs Short Duration H (SYFI)	0.2	$206k	NEW	5.7k	36.13	View chart
Gevo Com Par (GEVO)	0.1	$106k	-3%	54k	1.96	View chart
Maia Biotechnology (MAIA)	0.0	$24k		16k	1.54	View chart

Past Filings by Centerpoint Advisory Group

SEC 13F filings are viewable for Centerpoint Advisory Group going back to 2024

Centerpoint Advisory Group 2025 Q3 filed Nov. 4, 2025
Centerpoint Advisory Group 2025 Q2 filed Aug. 6, 2025
Centerpoint Advisory Group 2025 Q1 filed April 22, 2025
Centerpoint Advisory Group 2024 Q4 filed Jan. 30, 2025

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