Centerpoint Advisory Group Top Holdings and 13F Report (2025) About Centerpoint Advisory GroupInvestment ActivityCenterpoint Advisory Group has $101.68 million in total holdings as of March 31, 2025.Centerpoint Advisory Group owns shares of 94 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 7.18% of the portfolio was purchased this quarter.About 4.20% of the portfolio was sold this quarter.This quarter, Centerpoint Advisory Group has purchased 88 new stocks and bought additional shares in 31 stocks.Centerpoint Advisory Group sold shares of 35 stocks and completely divested from 4 stocks this quarter.Largest Holdings JPMorgan Active Growth ETF $5,080,088Vanguard Dividend Appreciation ETF $5,050,151Apple $4,888,748NVIDIA $4,269,955Distillate U.S. Fundamental Stability & Value ETF $4,165,413 Largest New Holdings this Quarter 09290D101 - BLACKROCK INC $822,490 Holding464289420 - iShares Russell Top 200 Value ETF $674,287 Holding46137V241 - Invesco S&P 500 Quality ETF $606,944 Holding46138G649 - Invesco NASDAQ 100 ETF $536,208 Holding86800U302 - SUPER MICRO COMPUTER INC $457,447 Holding Largest Purchases this Quarter BLACKROCK INC 869 shares (about $822.49K)Invesco S&P 500 Momentum ETF 8,741 shares (about $808.81K)iShares Russell Top 200 Value ETF 8,205 shares (about $674.29K)Invesco S&P 500 Quality ETF 9,149 shares (about $606.94K)Invesco NASDAQ 100 ETF 2,778 shares (about $536.21K) Largest Sales this Quarter Invesco Russell 1000 Dynamic Multifactor ETF 14,442 shares (about $769.91K)Apple 2,049 shares (about $455.13K)Invesco QQQ 900 shares (about $422.03K)SPDR Portfolio Long Term Treasury ETF 13,876 shares (about $378.26K)Vanguard Dividend Appreciation ETF 905 shares (about $175.56K) 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 PortfolioSectorJGROJPMorgan Active Growth ETF$5,080,088$12,323 ▲0.2%68,8455.0%ETFVIGVanguard Dividend Appreciation ETF$5,050,151$175,561 ▼-3.4%26,0335.0%ETFAAPLApple$4,888,748$455,134 ▼-8.5%22,0094.8%Computer and TechnologyNVDANVIDIA$4,269,955$102,202 ▲2.5%39,3984.2%Computer and TechnologyDSTLDistillate U.S. Fundamental Stability & Value ETF$4,165,413$339,705 ▲8.9%76,7964.1%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$4,010,901$769,906 ▼-16.1%75,2373.9%ETFIWFiShares Russell 1000 Growth ETF$3,474,411$119,882 ▼-3.3%9,6223.4%ETFXMHQInvesco S&P MidCap Quality ETF$3,106,263$2,654 ▼-0.1%33,9373.1%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$3,066,763$145,906 ▲5.0%95,0053.0%ETFFTCSFirst Trust Capital Strength ETF$2,643,125$62,748 ▼-2.3%29,4862.6%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,553,233$34,580 ▲1.4%31,9712.5%ManufacturingDGROiShares Core Dividend Growth ETF$2,420,049$482,811 ▲24.9%39,1722.4%ETFSPMOInvesco S&P 500 Momentum ETF$2,290,310$808,807 ▲54.6%24,7522.3%ETFJQUAJPMorgan US Quality Factor ETF$2,146,198$152,300 ▼-6.6%38,0062.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$2,126,795$40,764 ▲2.0%80,7132.1%ETFMSFTMicrosoft$2,093,940$34,536 ▼-1.6%5,5782.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$2,065,997$61,152 ▲3.1%10,9802.0%ETFAMZNAmazon.com$2,013,712$38,242 ▲1.9%10,5842.0%Retail/WholesaleRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,956,058$38,636 ▼-1.9%33,4141.9%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$1,931,164$7,409 ▼-0.4%22,1541.9%ETFJPMJPMorgan Chase & Co.$1,909,910$33,606 ▲1.8%7,7861.9%FinanceAVGOBroadcom$1,329,563$229,547 ▲20.9%7,9411.3%Computer and TechnologyABBVAbbVie$1,265,500$18,019 ▼-1.4%6,0401.2%MedicalSPTLSPDR Portfolio Long Term Treasury ETF$1,179,210$378,259 ▼-24.3%43,2581.2%ETFHDHome Depot$1,149,681$42,513 ▲3.8%3,1371.1%Retail/WholesaleIUSInvesco RAFI Strategic US ETF$1,132,908$6,318 ▼-0.6%22,9521.1%ManufacturingFSKFS KKR Capital$1,093,281$14,141 ▼-1.3%52,1851.1%FinanceCVXChevron$1,083,371$2,007 ▲0.2%6,4761.1%EnergyGOOGAlphabet$971,596$42,963 ▼-4.2%6,2191.0%Computer and TechnologyOKEONEOK$953,405$29,766 ▼-3.0%9,6090.9%EnergyAVEMAvantis Emerging Markets Equity ETF$872,586$124,010 ▼-12.4%14,5020.9%ETFBLACKROCK INC$822,490$822,490 ▲New Holding8690.8%COMBRK.BBerkshire Hathaway$821,773$11,717 ▲1.4%1,5430.8%FinanceCRWDCrowdStrike$819,044$88,145 ▲12.1%2,3230.8%Computer and TechnologyIVViShares Core S&P 500 ETF$766,358$58,432 ▲8.3%1,3640.8%ETFFTSMFirst Trust Enhanced Short Maturity ETF$761,254$18,969 ▼-2.4%12,7220.7%ManufacturingCOWZPacer US Cash Cows 100 ETF$750,651$41,672 ▼-5.3%13,7080.7%ETFIGEBiShares Investment Grade Bond Factor ETF$713,491$8,282 ▼-1.1%15,8520.7%ETFPGProcter & Gamble$711,674$6,817 ▲1.0%4,1760.7%Consumer StaplesXMMOInvesco S&P MidCap Momentum ETF$709,070$78,836 ▼-10.0%6,2330.7%ETFSPGPInvesco S&P 500 GARP ETF$691,969$19,976 ▼-2.8%6,9280.7%ETFCOSTCostco Wholesale$686,636$12,295 ▲1.8%7260.7%Retail/WholesaleIWXiShares Russell Top 200 Value ETF$674,287$674,287 ▲New Holding8,2050.7%ETFQQQInvesco QQQ$608,659$422,029 ▼-40.9%1,2980.6%FinanceSPHQInvesco S&P 500 Quality ETF$606,944$606,944 ▲New Holding9,1490.6%ETFFSCOFS Credit Opportunities$606,829$64,860 ▲12.0%86,0750.6%Financial ServicesMETAMeta Platforms$602,872$68,010 ▲12.7%1,0460.6%Computer and TechnologyVOOVanguard S&P 500 ETF$573,9460.0%1,1170.6%ETFLLYEli Lilly and Company$545,103$4,955 ▼-0.9%6600.5%MedicalNOWServiceNow$543,764$54,138 ▲11.1%6830.5%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$536,208$536,208 ▲New Holding2,7780.5%ETFFXHFirst Trust Health Care AlphaDEX Fund$534,8870.0%5,1630.5%ETFJPSTJPMorgan Ultra-Short Income ETF$525,969$4,000 ▲0.8%10,3880.5%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$519,6870.0%7,0600.5%ManufacturingNFLXNetflix$505,432$54,087 ▲12.0%5420.5%Consumer DiscretionaryJ P MORGAN EXCHANGE TRADED F$503,308$6,760 ▼-1.3%9,6790.5%JPMORGAM LTD DURWMTWalmart$488,200$18,260 ▼-3.6%5,5610.5%Retail/WholesaleSUPER MICRO COMPUTER INC$457,447$457,447 ▲New Holding13,3600.4%COM NEWIHDGWisdomTree International Hedged Quality Dividend Growth Fund$437,294$1,649 ▼-0.4%10,0760.4%FinancePBTPInvesco 0-5 Yr US TIPS ETF$415,796$5,738 ▼-1.4%16,0150.4%ETFEOGEOG Resources$403,9560.0%3,1500.4%EnergyWTVWisdomTree U.S. Value Fund$393,924$81,677 ▲26.2%4,7940.4%FinanceUNHUnitedHealth Group$375,006$98,989 ▼-20.9%7160.4%MedicalSCHDSchwab US Dividend Equity ETF$366,9750.0%13,1250.4%ETFAMGNAmgen$359,2180.0%1,1530.4%MedicalBACBank of America$357,711$11,601 ▼-3.1%8,5720.4%FinanceTBILUS Treasury 3 Month Bill ETF$340,818$49,010 ▲16.8%6,8150.3%ETFAXPAmerican Express$340,0790.0%1,2640.3%FinanceCATCaterpillar$336,3960.0%1,0200.3%IndustrialsXOMExxon Mobil$325,750$6,660 ▲2.1%2,7390.3%EnergyQTECFirst Trust NASDAQ 100 Technology Index Fund$322,8230.0%1,8600.3%ManufacturingGOOGLAlphabet$307,579$46,392 ▲17.8%1,9890.3%Computer and TechnologyBMYBristol-Myers Squibb$306,5960.0%5,0270.3%MedicalWFCWells Fargo & Company$298,5750.0%4,1590.3%FinanceCBSHCommerce Bancshares$292,7300.0%4,7040.3%FinanceDEDeere & Company$287,712$287,712 ▲New Holding6130.3%IndustrialsJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$285,515$3,356 ▼-1.2%6,5500.3%ETFXLEEnergy Select Sector SPDR Fund$284,3690.0%3,0430.3%ETFMMM3M$281,5300.0%1,9170.3%Multi-Sector ConglomeratesTSLATesla$256,310$9,330 ▲3.8%9890.3%Auto/Tires/TrucksPNCThe PNC Financial Services Group$246,9570.0%1,4050.2%FinanceREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$241,7890.0%2,9980.2%ETFXLFFinancial Select Sector SPDR Fund$241,180$26,499 ▲12.3%4,8420.2%ETFQTUMDefiance Quantum ETF$234,772$234,772 ▲New Holding3,1500.2%ETFBXBlackstone$223,2290.0%1,5970.2%FinanceIRMIron Mountain$218,111$4,302 ▼-1.9%2,5350.2%Business ServicesBSXBoston Scientific$216,993$216,993 ▲New Holding2,1510.2%MedicalMORGAN STANLEY ETF TRUST$213,153$213,153 ▲New Holding4,2100.2%EATON VANCE TOTAFXOFirst Trust Financial AlphaDEX Fund$207,7600.0%3,9200.2%ETFITAiShares U.S. Aerospace & Defense ETF$206,379$206,379 ▲New Holding1,3480.2%ETFDWASInvesco DWA SmallCap Momentum ETF$203,529$4,679 ▼-2.2%2,6100.2%ManufacturingIDHQInvesco S&P International Developed Quality ETF$202,096$28,443 ▼-12.3%6,7500.2%ETFCALFPacer US Small Cap Cash Cows ETF$200,669$123,004 ▼-38.0%5,3510.2%ETFGEVOGevo$64,960$23,200 ▲55.6%56,0000.1%EnergyMRKMerck & Co., Inc.$0$279,737 ▼-100.0%00.0%MedicalIWPiShares Russell Mid-Cap Growth ETF$0$228,150 ▼-100.0%00.0%ETFCMICummins$0$219,618 ▼-100.0%00.0%Auto/Tires/TrucksAMDAdvanced Micro Devices$0$206,913 ▼-100.0%00.0%Computer and TechnologyShowing 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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