The Analysis of Centerpoint Advisory Group's Holdings
Currently, Centerpoint Advisory Group holds 108 types of securities in its portfolio with a total value $128.5M. In the most recent quarter, they have increased their positions in SPMO (+16.1K shares, valued at $2.0M), PYLD (+53.7K shares, valued at $1.4M), IWX (+4.5K shares, valued at $394.1K); decreased their positions in JGRO (-6.0K shares, valued at $562.2K), DSTL (-6.9K shares, valued at $399.3K), OMFL (-4.3K shares, valued at $257.6K); initiated new positions in SPHD (+6.5K shares, valued at $321.4K), TBLL (+3.0K shares, valued at $316.9K), TSM (+932 shares, valued at $260.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION41.8K shares-0.78%2025-09-302025-11-04
SPMO INVESCO EXCH TRADED FD TR II56.2K shares40.29%2025-09-302025-11-04 VIG VANGUARD SPECIALIZED FUNDS25.5K shares-1.46%2025-09-302025-11-04 AAPL APPLE INC21.5K shares-1.44%2025-09-302025-11-04 JGRO J P MORGAN EXCHANGE TRADED F58.2K shares-9.34%2025-09-302025-11-04 IWF ISHARES TR9.5K shares3.31%2025-09-302025-11-04 OMFL INVESCO EXCH TRD SLF IDX FD70.2K shares-5.74%2025-09-302025-11-04 TCAF T ROWE PRICE ETF INC105.7K shares8.15%2025-09-302025-11-04 DSTL ETF SER SOLUTIONS68.6K shares-9.12%2025-09-302025-11-04 PYLD PIMCO ETF TR142.6K shares60.43%2025-09-302025-11-04 XMHQ INVESCO EXCHANGE TRADED FD T32.9K shares-0.23%2025-09-302025-11-04 MSFT MICROSOFT CORP5.7K shares-1.68%2025-09-302025-11-04 AVGO BROADCOM INC8.3K shares-2.91%2025-09-302025-11-04 DGRW WISDOMTREE TR30.8K shares-2.38%2025-09-302025-11-04 FTCS FIRST TR EXCHANGE-TRADED FD29.2K shares-0.44%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.8.6K shares0.00%2025-09-302025-11-04 AMZN AMAZON COM INC11.2K shares0.71%2025-09-302025-11-04 DGRO ISHARES TR35.2K shares-2.91%2025-09-302025-11-04 JQUA J P MORGAN EXCHANGE TRADED F37.2K shares-1.22%2025-09-302025-11-04 RDVY FIRST TR EXCHANGE TRADED FD32.3K shares-3.93%2025-09-302025-11-04 AVUV AMERICAN CENTY ETF TR21.4K shares-1.54%2025-09-302025-11-04 IWD ISHARES TR8.8K shares-7.28%2025-09-302025-11-04 ABBV ABBVIE INC6.3K shares-0.05%2025-09-302025-11-04 GOOG ALPHABET INC5.8K shares0.59%2025-09-302025-11-04 BLK BLACKROCK INC1.1K shares0.00%2025-09-302025-11-04 IWX ISHARES TR14.9K shares43.18%2025-09-302025-11-04 HD HOME DEPOT INC3.2K shares1.58%2025-09-302025-11-04 SPHQ INVESCO EXCHANGE TRADED FD T15.6K shares45.20%2025-09-302025-11-04 CRWD CROWDSTRIKE HLDGS INC2.3K shares0.00%2025-09-302025-11-04 AVEM AMERICAN CENTY ETF TR15.2K shares5.66%2025-09-302025-11-04 IUS INVESCO EXCH TRD SLF IDX FD20.2K shares-4.67%2025-09-302025-11-04 SPTL SPDR SERIES TRUST38.3K shares-9.92%2025-09-302025-11-04 CVX CHEVRON CORP NEW6.4K shares1.12%2025-09-302025-11-04 IVV ISHARES TR1.5K shares2.06%2025-09-302025-11-04 META META PLATFORMS INC1.3K shares2.22%2025-09-302025-11-04 XMMO INVESCO EXCHANGE TRADED FD T7.0K shares8.66%2025-09-302025-11-04 RDVI FIRST TR EXCHANGE-TRADED FD36.1K shares35.38%2025-09-302025-11-04 SPGP INVESCO EXCHANGE TRADED FD T7.5K shares-0.67%2025-09-302025-11-04 QQQM INVESCO EXCH TRADED FD TR II3.3K shares19.07%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL1.6K shares0.31%2025-09-302025-11-04 FTSM FIRST TR EXCHANGE-TRADED FD13.5K shares4.04%2025-09-302025-11-04 NFLX NETFLIX INC642 shares0.00%2025-09-302025-11-04 COST COSTCO WHSL CORP NEW826 shares0.00%2025-09-302025-11-04 OKE ONEOK INC NEW10.4K shares7.21%2025-09-302025-11-04 SMCI SUPER MICRO COMPUTER INC14.7K shares-0.49%2025-09-302025-11-04 QQQ INVESCO QQQ TR1.2K shares-6.98%2025-09-302025-11-04 TDIV FIRST TR EXCHANGE TRADED FD7.1K shares0.00%2025-09-302025-11-04 IGEB ISHARES TR15.1K shares-1.95%2025-09-302025-11-04 FSK FS KKR CAP CORP45.6K shares-12.70%2025-09-302025-11-04 COWZ PACER FDS TR11.8K shares-11.54%2025-09-302025-11-04 VOO VANGUARD INDEX FDS1.0K shares0.10%2025-09-302025-11-04 NOW SERVICENOW INC683 shares0.00%2025-09-302025-11-04 WMT WALMART INC6.1K shares-0.49%2025-09-302025-11-04 TSLA TESLA INC1.4K shares9.44%2025-09-302025-11-04 GOOGL ALPHABET INC2.5K shares1.79%2025-09-302025-11-04 WTV WISDOMTREE TR6.3K shares35.80%2025-09-302025-11-04 FXH FIRST TR EXCHANGE TRADED FD5.2K shares0.00%2025-09-302025-11-04 JPLD J P MORGAN EXCHANGE TRADED F9.6K shares-0.95%2025-09-302025-11-04 ITA ISHARES TR2.4K shares72.67%2025-09-302025-11-04 BAC BANK AMERICA CORP9.2K shares0.00%2025-09-302025-11-04 IHDG WISDOMTREE TR10.0K shares-0.89%2025-09-302025-11-04 AXP AMERICAN EXPRESS CO1.4K shares0.00%2025-09-302025-11-04 CAT CATERPILLAR INC920 shares-5.15%2025-09-302025-11-04 JPST J P MORGAN EXCHANGE TRADED F8.5K shares-4.19%2025-09-302025-11-04 QTEC FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2025-09-302025-11-04 FSCO FS CREDIT OPPORTUNITIES CORP59.9K shares-24.89%2025-09-302025-11-04 PBTP INVESCO EXCH TRADED FD TR II15.8K shares-0.62%2025-09-302025-11-04 PG PROCTER AND GAMBLE CO2.5K shares-24.31%2025-09-302025-11-04 TBIL RBB FD INC7.2K shares5.87%2025-09-302025-11-04 WFC WELLS FARGO CO NEW4.2K shares0.00%2025-09-302025-11-04 XLF SELECT SECTOR SPDR TR6.4K shares21.91%2025-09-302025-11-04 QTUM ETF SER SOLUTIONS3.1K shares-1.59%2025-09-302025-11-04 XOM EXXON MOBIL CORP2.9K shares-8.04%2025-09-302025-11-04 SPHD INVESCO EXCH TRADED FD TR II6.5K sharesnew addition2025-09-302025-11-04 TBLL INVESCO EXCH TRADED FD TR II3.0K sharesnew addition2025-09-302025-11-04 MMM 3M CO1.9K shares0.00%2025-09-302025-11-04 VTI VANGUARD INDEX FDS884 shares19.62%2025-09-302025-11-04 EVTR MORGAN STANLEY ETF TRUST5.6K shares0.00%2025-09-302025-11-04 LLY ELI LILLY & CO373 shares0.00%2025-09-302025-11-04 IDHQ INVESCO EXCH TRADED FD TR II8.4K shares25.16%2025-09-302025-11-04 DE DEERE & CO613 shares0.00%2025-09-302025-11-04 SCHD SCHWAB STRATEGIC TR10.2K shares-22.61%2025-09-302025-11-04 AMD ADVANCED MICRO DEVICES INC1.7K shares3.01%2025-09-302025-11-04 BX BLACKSTONE INC1.6K shares0.00%2025-09-302025-11-04 PNC PNC FINL SVCS GROUP INC1.3K shares0.00%2025-09-302025-11-04 CMI CUMMINS INC630 shares0.00%2025-09-302025-11-04 IWR ISHARES TR2.8K shares-13.70%2025-09-302025-11-04 TSM TAIWAN SEMICONDUCTOR MFG LTD932 sharesnew addition2025-09-302025-11-04 IRM IRON MTN INC DEL2.5K shares0.00%2025-09-302025-11-04 CBSH COMMERCE BANCSHARES INC4.3K shares0.00%2025-09-302025-11-04 REGL PROSHARES TR3.0K shares0.00%2025-09-302025-11-04 ANET ARISTA NETWORKS INC1.7K sharesnew addition2025-09-302025-11-04 IWP ISHARES TR1.8K shares17.80%2025-09-302025-11-04 ASML ASML HOLDING N V259 sharesnew addition2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR376 sharesnew addition2025-09-302025-11-04 PGR PROGRESSIVE CORP950 shares0.00%2025-09-302025-11-04 FXO FIRST TR EXCHANGE TRADED FD3.9K shares0.00%2025-09-302025-11-04 PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-11-04 XLE SELECT SECTOR SPDR TR2.5K shares0.70%2025-09-302025-11-04 CALF PACER FDS TR4.9K sharesnew addition2025-09-302025-11-04 EMR EMERSON ELEC CO1.6K shares0.00%2025-09-302025-11-04 BSX BOSTON SCIENTIFIC CORP2.2K shares0.00%2025-09-302025-11-04 IWY ISHARES TR765 sharesnew addition2025-09-302025-11-04 ABT ABBOTT LABS1.5K sharesnew addition2025-09-302025-11-04 UNH UNITEDHEALTH GROUP INC599 shares-25.03%2025-09-302025-11-04 SYFI AB ACTIVE ETFS INC5.7K sharesnew addition2025-09-302025-11-04 GEVO GEVO INC54.0K shares-3.57%2025-09-302025-11-04 MAIA MAIA BIOTECHNOLOGY INC15.7K shares0.00%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available