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Centerpoint Advisory Group

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

Central Index Key (CIK): 0002054093

Tip: Access up to 7 years of quarterly data

Positions held by Centerpoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Centerpoint Advisory Group

Centerpoint Advisory Group holds 88 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	5.8	$6.0M	24k	250.43	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	5.4	$5.6M	69k	81.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.1	$5.3M	27k	195.83	View chart
NVIDIA Corporation (NVDA)	5.0	$5.2M	39k	134.29	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	4.7	$4.9M	90k	54.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.9	$4.0M	10k	401.58	View chart
Etf Ser Solutions Distillate Us (DSTL)	3.7	$3.9M	71k	54.92	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	3.2	$3.3M	34k	98.47	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	2.9	$3.0M	91k	33.27	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.6	$2.7M	30k	87.82	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.5	$2.6M	32k	80.93	View chart
Microsoft Corporation (MSFT)	2.3	$2.4M	5.7k	421.50	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.3	$2.3M	41k	57.27	View chart
Amazon (AMZN)	2.2	$2.3M	10k	219.39	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.1	$2.1M	22k	96.53	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.0	$2.1M	79k	25.92	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.9	$2.0M	34k	59.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.9	$2.0M	11k	185.13	View chart
Ishares Tr Core Div Grwth (DGRO)	1.9	$1.9M	31k	61.34	View chart
JPMorgan Chase & Co. (JPM)	1.8	$1.8M	7.6k	239.71	View chart
Broadcom (AVGO)	1.5	$1.5M	6.6k	231.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.5	$1.5M	16k	95.01	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.4	$1.5M	57k	26.19	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$1.2M	6.5k	190.44	View chart
Home Depot (HD)	1.1	$1.2M	3.0k	388.99	View chart
Fs Kkr Capital Corp (FSK)	1.1	$1.1M	53k	21.72	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	1.1	$1.1M	23k	49.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$1.1M	2.2k	511.23	View chart
Abbvie (ABBV)	1.1	$1.1M	6.1k	177.70	View chart
Oneok (OKE)	1.0	$995k	9.9k	100.40	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$974k	17k	58.79	View chart
Chevron Corporation (CVX)	0.9	$936k	6.5k	144.84	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.8	$856k	6.9k	123.53	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$817k	15k	56.48	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.8	$779k	13k	59.77	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.7	$748k	7.1k	104.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$742k	1.3k	588.50	View chart
Ishares Tr Investment Grade (IGEB)	0.7	$711k	16k	44.36	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.7	$709k	2.1k	342.16	View chart
Procter & Gamble Company (PG)	0.7	$693k	4.1k	167.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$689k	1.5k	453.28	View chart
Costco Wholesale Corporation (COST)	0.6	$653k	713.00	916.27	View chart
Servicenow (NOW)	0.6	$652k	615.00	1060.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$602k	1.1k	538.72	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.5	$554k	7.1k	78.46	View chart
Meta Platforms Cl A (META)	0.5	$543k	928.00	585.51	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.5	$538k	5.2k	104.13	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.5	$524k	77k	6.82	View chart
Wal-Mart Stores (WMT)	0.5	$521k	5.8k	90.35	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$519k	10k	50.37	View chart
Eli Lilly & Co. (LLY)	0.5	$514k	666.00	772.00	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.5	$505k	9.8k	51.52	View chart
UnitedHealth (UNH)	0.4	$458k	905.00	505.86	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.4	$440k	10k	43.47	View chart
Netflix (NFLX)	0.4	$431k	484.00	891.32	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.4	$412k	16k	25.40	View chart
Bank of America Corporation (BAC)	0.4	$389k	8.9k	43.95	View chart
EOG Resources (EOG)	0.4	$386k	3.2k	122.58	View chart
Tesla Motors (TSLA)	0.4	$385k	953.00	403.84	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.4	$380k	8.6k	44.01	View chart
American Express Company (AXP)	0.4	$375k	1.3k	296.79	View chart
Caterpillar (CAT)	0.4	$370k	1.0k	362.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$359k	13k	27.32	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.3	$350k	1.9k	188.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$320k	1.7k	189.30	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.3	$318k	3.8k	83.58	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.3	$310k	6.6k	46.81	View chart
Amgen (AMGN)	0.3	$301k	1.2k	260.64	View chart
Commerce Bancshares (CBSH)	0.3	$293k	4.7k	62.31	View chart
Wells Fargo & Company (WFC)	0.3	$292k	4.2k	70.24	View chart
RBB Us Treas 3 Mnth (TBIL)	0.3	$291k	5.8k	49.86	View chart
Exxon Mobil Corporation (XOM)	0.3	$289k	2.7k	107.57	View chart
Bristol Myers Squibb (BMY)	0.3	$284k	5.0k	56.56	View chart
Merck & Co (MRK)	0.3	$280k	2.8k	99.48	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$275k	1.6k	172.42	View chart
Iron Mountain (IRM)	0.3	$272k	2.6k	105.11	View chart
PNC Financial Services (PNC)	0.3	$271k	1.4k	192.85	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$261k	3.0k	85.66	View chart
3M Company (MMM)	0.2	$248k	1.9k	129.09	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.2	$244k	2.7k	91.29	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$242k	3.0k	80.66	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$228k	1.8k	126.75	View chart
Cummins (CMI)	0.2	$220k	630.00	348.60	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.2	$218k	7.7k	28.32	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$212k	3.9k	54.13	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$208k	4.3k	48.33	View chart
Advanced Micro Devices (AMD)	0.2	$207k	1.7k	120.79	View chart
Gevo Com Par (GEVO)	0.1	$75k	36k	2.09	View chart

Past Filings by Centerpoint Advisory Group

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

Centerpoint Advisory Group 2024 Q4 filed Jan. 30, 2025

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