Top 50 Centerpoint Advisory Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | 6.27% | 74.3K | $8.3M | +14.07%(+9.17K) | $102.13(+43.24%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.07% | 38.6K | $6.7M | +0.94%(+359) | $128.59(+75.62%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 4.29% | 217.5K | $5.7M | +42.00%(+64.33K) | $26.46(-0.45%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.08% | 25.2K | $5.4M | -0.13%(-33) | $196.94(+16.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.9% | 20.4K | $5.2M | -4.80%(-1.03K) | $232.35(+28.63%) | 2026-03-31 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 3.44% | 54.1K | $4.6M | -2.34%(-1.30K) | $78.95(+23.82%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.08% | 9.6K | $4.1M | +0.53%(+51) | $390.80(-68.19%) | 2026-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 3.04% | 113.5K | $4.0M | +1.30%(+1.46K) | $33.79(+18.97%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 3.02% | 67.2K | $4.0M | +146.17%(+39.88K) | $59.86(-0.00%) | 2026-03-31 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 2.99% | 66.0K | $4.0M | -1.02%(-677) | $53.61(+25.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.26% | +19.96% |
| Top 20 Holdings Unweighted | +6.65% | +21.31% |
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