Centerpoint Advisory Group Top Holdings and 13F Report (2025) About Centerpoint Advisory GroupInvestment ActivityCenterpoint Advisory Group has $103.39 million in total holdings as of December 31, 2024.Centerpoint Advisory Group owns shares of 88 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $6,024,730JPMorgan Active Growth ETF $5,564,987Vanguard Dividend Appreciation ETF $5,275,275NVIDIA $5,164,124Invesco Russell 1000 Dynamic Multifactor ETF $4,863,310 Sector AllocationMap of 500 Largest Holdings ofCenterpoint Advisory Group Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$6,024,73024,0585.8%Computer and TechnologyJGROJPMorgan Active Growth ETF$5,564,98768,6785.4%ETFVIGVanguard Dividend Appreciation ETF$5,275,27526,9385.1%ETFNVDANVIDIA$5,164,12438,4555.0%Computer and TechnologyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$4,863,31089,6794.7%ETFIWFiShares Russell 1000 Growth ETF$3,997,3349,9543.9%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$3,873,94570,5333.7%ETFXMHQInvesco S&P MidCap Quality ETF$3,344,64433,9663.2%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$3,010,43990,4852.9%ETFFTCSFirst Trust Capital Strength ETF$2,650,94130,1862.6%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,552,36331,5382.5%ManufacturingMSFTMicrosoft$2,389,9245,6702.3%Computer and TechnologyJQUAJPMorgan US Quality Factor ETF$2,331,06040,7032.3%ETFAMZNAmazon.com$2,277,92910,3832.2%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$2,146,73422,2392.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$2,051,98579,1662.0%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$2,015,13934,0741.9%ManufacturingIWDiShares Russell 1000 Value ETF$1,972,56510,6551.9%ETFDGROiShares Core Dividend Growth ETF$1,923,44031,3571.9%ETFJPMJPMorgan Chase & Co.$1,833,5437,6491.8%FinanceAVGOBroadcom$1,523,1896,5701.5%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$1,521,20816,0111.5%ETFSPTLSPDR Portfolio Long Term Treasury ETF$1,496,34557,1341.4%ETFGOOGAlphabet$1,236,7196,4941.2%Computer and TechnologyHDHome Depot$1,175,1433,0211.1%Retail/WholesaleFSKFS KKR Capital$1,148,12052,8601.1%FinanceIUSInvesco RAFI Strategic US ETF$1,146,38423,0801.1%ManufacturingQQQInvesco QQQ$1,123,6832,1981.1%FinanceABBVAbbVie$1,088,5926,1261.1%MedicalOKEONEOK$994,8649,9091.0%Oils/EnergyAVEMAvantis Emerging Markets Equity ETF$973,74616,5630.9%ETFCVXChevron$936,2466,4640.9%Oils/EnergyXMMOInvesco S&P MidCap Momentum ETF$855,5726,9260.8%ETFCOWZPacer US Cash Cows 100 ETF$817,21014,4690.8%ETFFTSMFirst Trust Enhanced Short Maturity ETF$779,31313,0390.8%ManufacturingSPGPInvesco S&P 500 GARP ETF$747,5857,1280.7%ETFIVViShares Core S&P 500 ETF$741,5131,2600.7%ETFIGEBiShares Investment Grade Bond Factor ETF$711,36416,0360.7%ETFCRWDCrowdStrike$709,2972,0730.7%Computer and TechnologyPGProcter & Gamble$693,4014,1360.7%Consumer StaplesBRK.BBerkshire Hathaway$689,4391,5210.7%FinanceCOSTCostco Wholesale$653,3017130.6%Retail/WholesaleNOWServiceNow$651,9736150.6%Computer and TechnologyVOOVanguard S&P 500 ETF$601,7551,1170.6%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$553,9287,0600.5%ManufacturingMETAMeta Platforms$543,3539280.5%Computer and TechnologyFXHFirst Trust Health Care AlphaDEX Fund$537,6255,1630.5%ETFFSCOFS Credit Opportunities$524,28876,8750.5%Financial ServicesWMTWalmart$521,2315,7690.5%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$519,24010,3090.5%ETFLLYEli Lilly and Company$514,1526660.5%MedicalJ P MORGAN EXCHANGE TRADED F$505,3729,8090.5%JPMORGAM LTD DURUNHUnitedHealth Group$457,8049050.4%MedicalIHDGWisdomTree International Hedged Quality Dividend Growth Fund$439,65610,1140.4%FinanceNFLXNetflix$431,3994840.4%Consumer DiscretionaryPBTPInvesco 0-5 Yr US TIPS ETF$412,40116,2360.4%ETFBACBank of America$388,9598,8500.4%FinanceEOGEOG Resources$386,1273,1500.4%Oils/EnergyTSLATesla$384,8599530.4%Auto/Tires/TrucksCALFPacer US Small Cap Cash Cows 100 ETF$379,8498,6310.4%ETFAXPAmerican Express$375,1421,2640.4%FinanceCATCaterpillar$370,0151,0200.4%Industrial ProductsSCHDSchwab US Dividend Equity ETF$358,57513,1250.3%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$350,2011,8600.3%ManufacturingGOOGLAlphabet$319,7281,6890.3%Computer and TechnologyWTVWisdomTree U.S. Value Fund$317,6043,8000.3%FinanceJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$310,2006,6270.3%ETFAMGNAmgen$300,5181,1530.3%MedicalCBSHCommerce Bancshares$293,1064,7040.3%FinanceWFCWells Fargo & Company$292,1284,1590.3%FinanceTBILUS Treasury 3 Month Bill ETF$290,9335,8350.3%ETFXOMExxon Mobil$288,6102,6830.3%Oils/EnergyBMYBristol-Myers Squibb$284,3275,0270.3%MedicalMRKMerck & Co., Inc.$279,7372,8120.3%MedicalBXBlackstone$275,3541,5970.3%FinanceIRMIron Mountain$271,7102,5850.3%Business ServicesPNCThe PNC Financial Services Group$270,9551,4050.3%FinanceXLEEnergy Select Sector SPDR Fund$260,6633,0430.3%ETFMMM3M$247,4661,9170.2%Multi-Sector ConglomeratesDWASInvesco DWA SmallCap Momentum ETF$243,7472,6700.2%ManufacturingREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$241,8192,9980.2%ETFIWPiShares Russell Mid-Cap Growth ETF$228,1501,8000.2%ETFCMICummins$219,6186300.2%Auto/Tires/TrucksIDHQInvesco S&P International Developed Quality ETF$218,0647,7000.2%ETFFXOFirst Trust Financial AlphaDEX Fund$212,1913,9200.2%ETFXLFFinancial Select Sector SPDR Fund$208,3024,3100.2%ETFAMDAdvanced Micro Devices$206,9131,7130.2%Computer and TechnologyGEVOGevo$75,24036,0000.1%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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