Centerpoint Advisory Group Top Holdings and 13F Report (2025) About Centerpoint Advisory GroupInvestment ActivityCenterpoint Advisory Group has $115.27 million in total holdings as of June 30, 2025.Centerpoint Advisory Group owns shares of 100 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 6.43% of the portfolio was purchased this quarter.About 3.07% of the portfolio was sold this quarter.This quarter, Centerpoint Advisory Group has purchased 94 new stocks and bought additional shares in 35 stocks.Centerpoint Advisory Group sold shares of 36 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $6,655,174JPMorgan Active Growth ETF $5,529,067Vanguard Dividend Appreciation ETF $5,294,416Invesco S&P 500 Momentum ETF $4,504,995Apple $4,469,945 Largest New Holdings this Quarter 33738D879 - FT Vest Rising Dividend Achievers Target Income ETF $659,387 Holding464287499 - iShares Russell Mid-Cap ETF $293,385 Holding743315103 - Progressive $253,517 Holding007903107 - Advanced Micro Devices $235,980 Holding922908769 - Vanguard Total Stock Market ETF $224,604 Holding Largest Purchases this Quarter Invesco S&P 500 Momentum ETF 15,303 shares (about $1.72M)FT Vest Rising Dividend Achievers Target Income ETF 26,685 shares (about $659.39K)NVIDIA 2,726 shares (about $430.68K)iShares Russell Mid-Cap ETF 3,190 shares (about $293.39K)BLACKROCK INC 275 shares (about $288.54K) Largest Sales this Quarter JPMorgan Active Growth ETF 4,606 shares (about $396.44K)iShares Russell 1000 Value ETF 1,443 shares (about $280.27K)Eli Lilly and Company 287 shares (about $223.73K)iShares Core Dividend Growth ETF 2,943 shares (about $188.18K)iShares Russell 1000 Growth ETF 394 shares (about $167.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCenterpoint Advisory Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$6,655,174$430,681 ▲6.9%42,1245.8%Computer and TechnologyJGROJPMorgan Active Growth ETF$5,529,067$396,440 ▼-6.7%64,2394.8%ETFVIGVanguard Dividend Appreciation ETF$5,294,416$33,771 ▼-0.6%25,8684.6%ETFSPMOInvesco S&P 500 Momentum ETF$4,504,995$1,721,132 ▲61.8%40,0553.9%ETFAAPLApple$4,469,945$45,547 ▼-1.0%21,7873.9%Computer and TechnologyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$4,304,969$42,237 ▼-1.0%74,5063.7%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$4,179,209$71,457 ▼-1.7%75,5053.6%ETFIWFiShares Russell 1000 Growth ETF$3,918,029$167,285 ▼-4.1%9,2283.4%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$3,448,057$96,279 ▲2.9%97,7343.0%ETFXMHQInvesco S&P MidCap Quality ETF$3,244,470$89,497 ▼-2.7%33,0262.8%ETFMSFTMicrosoft$2,893,454$118,882 ▲4.3%5,8172.5%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$2,661,808$18,178 ▼-0.7%29,2862.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,639,602$37,683 ▼-1.4%31,5212.3%ManufacturingJPMJPMorgan Chase & Co.$2,487,138$229,899 ▲10.2%8,5792.2%FinanceAMZNAmazon.com$2,431,722$109,695 ▲4.7%11,0842.1%Retail/WholesaleAVGOBroadcom$2,368,112$179,173 ▲8.2%8,5912.1%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$2,358,286$216,168 ▲10.1%88,8582.0%ETFDGROiShares Core Dividend Growth ETF$2,316,485$188,176 ▼-7.5%36,2292.0%ETFJQUAJPMorgan U.S. Quality Factor ETF$2,262,209$20,057 ▼-0.9%37,6722.0%ETFRDVYFirst Trust Rising Dividend Achievers ETF$2,107,190$10,791 ▲0.5%33,5861.8%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$1,980,528$37,716 ▼-1.9%21,7401.7%ETFIWDiShares Russell 1000 Value ETF$1,852,378$280,275 ▼-13.1%9,5371.6%ETFBLACKROCK INC$1,200,342$288,544 ▲31.6%1,1441.0%COMCRWDCrowdStrike$1,183,1270.0%2,3231.0%Computer and TechnologyABBVAbbVie$1,176,832$55,686 ▲5.0%6,3401.0%MedicalHDHome Depot$1,159,682$9,533 ▲0.8%3,1631.0%Retail/WholesaleSPTLSPDR Portfolio Long Term Treasury ETF$1,128,932$20,865 ▼-1.8%42,4731.0%ETFIUSInvesco RAFI Strategic US ETF$1,093,478$88,582 ▼-7.5%21,2320.9%ManufacturingFSKFS KKR Capital$1,082,8460.0%52,1850.9%FinanceGOOGAlphabet$1,016,270$86,921 ▼-7.9%5,7290.9%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$982,938$11,035 ▼-1.1%14,3410.9%ETFMETAMeta Platforms$931,474$159,428 ▲20.7%1,2620.8%Computer and TechnologyCVXChevron$910,977$16,324 ▼-1.8%6,3620.8%EnergyIVViShares Core S&P 500 ETF$902,240$55,265 ▲6.5%1,4530.8%ETFIWXiShares Russell Top 200 Value ETF$874,230$183,450 ▲26.6%10,3840.8%ETFNFLXNetflix$859,723$133,913 ▲18.5%6420.7%Consumer DiscretionaryXMMOInvesco S&P MidCap Momentum ETF$824,009$22,253 ▲2.8%6,4060.7%ETFCOSTCostco Wholesale$817,690$98,994 ▲13.8%8260.7%Retail/WholesaleSPGPInvesco S&P 500 GARP ETF$808,613$62,466 ▲8.4%7,5080.7%ETFOKEONEOK$792,546$8,163 ▲1.0%9,7090.7%EnergyBRK.BBerkshire Hathaway$780,148$30,604 ▲4.1%1,6060.7%FinanceFTSMFirst Trust Enhanced Short Maturity ETF$777,800$16,164 ▲2.1%12,9920.7%ManufacturingSPHQInvesco S&P 500 Quality ETF$767,759$115,798 ▲17.8%10,7740.7%ETFCOWZPacer US Cash Cows 100 ETF$735,202$20,112 ▼-2.7%13,3430.6%ETFSUPER MICRO COMPUTER INC$725,837$71,064 ▲10.9%14,8100.6%COM NEWNOWServiceNow$702,1790.0%6830.6%Computer and TechnologyIGEBiShares Investment Grade Systematic Bond ETF$699,637$20,675 ▼-2.9%15,3970.6%ETFQQQInvesco QQQ$695,067$20,962 ▼-2.9%1,2600.6%FinanceRDVIFT Vest Rising Dividend Achievers Target Income ETF$659,387$659,387 ▲New Holding26,6850.6%ETFQQQMInvesco NASDAQ 100 ETF$638,380$7,494 ▲1.2%2,8110.6%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$636,6000.0%7,0600.6%ManufacturingWMTWalmart$598,513$54,757 ▲10.1%6,1210.5%Retail/WholesaleVOOVanguard S&P 500 ETF$584,401$49,978 ▼-7.9%1,0290.5%ETFFSCOFS Credit Opportunities$578,782$46,123 ▼-7.4%79,7220.5%Financial ServicesFXHFirst Trust Health Care AlphaDEX Fund$535,3000.0%5,1630.5%ETFPGProcter & Gamble$524,322$140,998 ▼-21.2%3,2910.5%Consumer StaplesJ P MORGAN EXCHANGE TRADED F$504,543$992 ▼-0.2%9,6600.4%JPMORGAM LTD DURIHDGWisdomTree International Hedged Quality Dividend Growth Fund$453,9230.0%10,0760.4%FinanceJPSTJPMorgan Ultra-Short Income ETF$447,975$78,506 ▼-14.9%8,8390.4%ETFBACBank of America$435,723$30,096 ▲7.4%9,2080.4%FinanceAXPAmerican Express$435,089$31,898 ▲7.9%1,3640.4%FinanceGOOGLAlphabet$424,185$73,664 ▲21.0%2,4070.4%Computer and TechnologyPBTPInvesco 0-5 Yr US TIPS ETF$412,719$2,959 ▼-0.7%15,9010.4%ETFTSLATesla$403,746$89,580 ▲28.5%1,2710.4%Auto/Tires/TrucksWTVWisdomTree U.S. Value Fund$400,119$14,083 ▼-3.4%4,6310.3%FinanceQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$395,8650.0%1,8600.3%ManufacturingCATCaterpillar$376,564$19,411 ▼-4.9%9700.3%IndustrialsSCHDSchwab US Dividend Equity ETF$347,8140.0%13,1250.3%ETFTBILUS Treasury 3 Month Bill ETF$340,7160.0%6,8150.3%ETFXOMExxon Mobil$335,150$39,886 ▲13.5%3,1090.3%EnergyWFCWells Fargo & Company$333,2190.0%4,1590.3%FinanceEOGEOG Resources$316,967$59,805 ▼-15.9%2,6500.3%EnergyDEDeere & Company$311,7040.0%6130.3%IndustrialsIWRiShares Russell Mid-Cap ETF$293,385$293,385 ▲New Holding3,1900.3%ETFMMM3M$291,8450.0%1,9170.3%Multi-Sector ConglomeratesLLYEli Lilly and Company$290,765$223,725 ▼-43.5%3730.3%MedicalQTUMDefiance Quantum ETF$289,2200.0%3,1500.3%ETFMORGAN STANLEY ETF TRUST$285,355$71,212 ▲33.3%5,6100.2%EATON VANCE TOTAXLFFinancial Select Sector SPDR Fund$275,572$21,995 ▲8.7%5,2620.2%ETFCBSHCommerce Bancshares$268,512$23,935 ▼-8.2%4,3190.2%FinanceJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$266,831$31,114 ▼-10.4%5,8660.2%ETFITAiShares U.S. Aerospace & Defense ETF$261,643$7,357 ▲2.9%1,3870.2%ETFIRMIron Mountain$260,0150.0%2,5350.2%Business ServicesPGRProgressive$253,517$253,517 ▲New Holding9500.2%FinancePNCThe PNC Financial Services Group$250,735$11,185 ▼-4.3%1,3450.2%FinanceUNHUnitedHealth Group$249,267$25,894 ▲11.6%7990.2%MedicalREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$244,4420.0%2,9980.2%ETFBXBlackstone$238,8800.0%1,5970.2%FinanceAMDAdvanced Micro Devices$235,980$235,980 ▲New Holding1,6630.2%Computer and TechnologyBSXBoston Scientific$231,0390.0%2,1510.2%MedicalVTIVanguard Total Stock Market ETF$224,604$224,604 ▲New Holding7390.2%ETFIDHQInvesco S&P International Developed Quality ETF$221,264$1,352 ▼-0.6%6,7090.2%ETFFXOFirst Trust Financials AlphaDEX Fund$219,7550.0%3,9200.2%ETFEMREmerson Electric$213,861$213,861 ▲New Holding1,6040.2%IndustrialsIWPiShares Russell Mid-Cap Growth ETF$208,020$208,020 ▲New Holding1,5000.2%ETFXLEEnergy Select Sector SPDR Fund$207,191$50,886 ▼-19.7%2,4430.2%ETFSPOTSpotify Technology$207,182$207,182 ▲New Holding2700.2%Computer and TechnologyCMICummins$206,325$206,325 ▲New Holding6300.2%Auto/Tires/TrucksGEVOGevo$73,9200.0%56,0000.1%EnergyMAIAMAIA Biotechnology$28,314$28,314 ▲New Holding15,7300.0%MedicalShowing 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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