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Centerpoint Advisory Group

Portfolio Manager
Centerpoint Advisory Group
Performance
-5.52% (2026 Q1)
AUM (13F)
$132.82M
# of Holdings
108
Performance Rank
Allocation (Top 20)
59.59%

Centerpoint Advisory Group Holdings Map

Top 50 Centerpoint Advisory Group Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPMO
INVESCO EXCH TRADED FD TR II
6.27%74.3K$8.3M
+14.07%(+9.17K)
2025-Q1: 24.8K shares2025-Q2: 40.1K shares2025-Q3: 56.2K shares2025-Q4: 65.1K shares2026-Q1: 74.3K shares
$102.13(+43.24%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.07%38.6K$6.7M
+0.94%(+359)
2025-Q1: 39.4K shares2025-Q2: 42.1K shares2025-Q3: 41.8K shares2025-Q4: 38.3K shares2026-Q1: 38.6K shares
$128.59(+75.62%)
2026-03-31
PYLD
PIMCO ETF TR
4.29%217.5K$5.7M
+42.00%(+64.33K)
2025-Q1: 80.7K shares2025-Q2: 88.9K shares2025-Q3: 142.6K shares2025-Q4: 153.2K shares2026-Q1: 217.5K shares
$26.46(-0.45%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
4.08%25.2K$5.4M
-0.13%(-33)
2025-Q1: 26.0K shares2025-Q2: 25.9K shares2025-Q3: 25.5K shares2025-Q4: 25.2K shares2026-Q1: 25.2K shares
$196.94(+16.11%)
2026-03-31
AAPL
APPLE INC
3.9%20.4K$5.2M
-4.80%(-1.03K)
2025-Q1: 22.0K shares2025-Q2: 21.8K shares2025-Q3: 21.5K shares2025-Q4: 21.5K shares2026-Q1: 20.4K shares
$232.35(+28.63%)
2026-03-31
JGRO
J P MORGAN EXCHANGE TRADED F
3.44%54.1K$4.6M
-2.34%(-1.30K)
2025-Q1: 68.8K shares2025-Q2: 64.2K shares2025-Q3: 58.2K shares2025-Q4: 55.4K shares2026-Q1: 54.1K shares
$78.95(+23.82%)
2026-03-31
IWF
ISHARES TR
3.08%9.6K$4.1M
+0.53%(+51)
2025-Q1: 9.6K shares2025-Q2: 9.2K shares2025-Q3: 9.5K shares2025-Q4: 9.6K shares2026-Q1: 9.6K shares
$390.80(-68.19%)
2026-03-31
TCAF
T ROWE PRICE ETF INC
3.04%113.5K$4.0M
+1.30%(+1.46K)
2025-Q1: 95.0K shares2025-Q2: 97.7K shares2025-Q3: 105.7K shares2025-Q4: 112.1K shares2026-Q1: 113.5K shares
$33.79(+18.97%)
2026-03-31
FTSM
FIRST TR EXCHANGE-TRADED FD
3.02%67.2K$4.0M
+146.17%(+39.88K)
2025-Q1: 12.7K shares2025-Q2: 13.0K shares2025-Q3: 13.5K shares2025-Q4: 27.3K shares2026-Q1: 67.2K shares
$59.86(-0.00%)
2026-03-31
OMFL
INVESCO EXCH TRD SLF IDX FD
2.99%66.0K$4.0M
-1.02%(-677)
2025-Q1: 75.2K shares2025-Q2: 74.5K shares2025-Q3: 70.2K shares2025-Q4: 66.6K shares2026-Q1: 66.0K shares
$53.61(+25.83%)
2026-03-31

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