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The Analysis of Centerpoint Advisory Group's Holdings & P&L

Currently, Centerpoint Advisory Group holds 108 types of securities in its portfolio with a total value $132.8M. In the most recent quarter, they have increased their positions in FTSM (+39.9K shares, valued at $2.4M), PYLD (+64.3K shares, valued at $1.7M), RDVI (+45.7K shares, valued at $1.2M); decreased their positions in AAPL (-1.0K shares, valued at $261.4K), N/A (-200 shares, valued at $192.3K), SPTL (-7.1K shares, valued at $188.0K); initiated new positions in SOXX (+1.4K shares, valued at $473.6K), SCIO (+13.9K shares, valued at $286.6K), DELL (+1.4K shares, valued at $229.8K).

1M P&L

-7.4M-5.04%

3M P&L

-4.3M-2.97%

HY P&L

+171.4K+0.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A88.5M

71.2%

2Semiconductors7.4M

5.9%

3Consumer Electronics5.2M

4.2%

Top Industries by Stock Count

1N/A58 stocks

58.6%

2Semiconductors3 stocks

3.0%

3Banks - Diversified3 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPMO INVESCO EXCH TRADED FD TR II74.3K shares14.07%2026-03-312026-04-29

NVDA NVIDIA CORPORATION38.6K shares0.94%2026-03-312026-04-29

PYLD PIMCO ETF TR217.5K shares42.00%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS25.2K shares-0.13%2026-03-312026-04-29

AAPL APPLE INC20.4K shares-4.80%2026-03-312026-04-29

JGRO J P MORGAN EXCHANGE TRADED F54.1K shares-2.34%2026-03-312026-04-29

IWF ISHARES TR9.6K shares0.53%2026-03-312026-04-29

TCAF T ROWE PRICE ETF INC113.5K shares1.30%2026-03-312026-04-29

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD67.2K shares146.17%2026-03-312026-04-29

OMFL INVESCO EXCH TRD SLF IDX FD66.0K shares-1.02%2026-03-312026-04-29

DSTL ETF SER SOLUTIONS62.3K shares-2.73%2026-03-312026-04-29

XMHQ INVESCO EXCHANGE TRADED FD T31.8K shares-2.28%2026-03-312026-04-29

DGRO ISHARES TR39.3K shares11.13%2026-03-312026-04-29

DGRW WISDOMTREE TR30.4K shares0.00%2026-03-312026-04-29

FTCS FIRST TR EXCHANGE-TRADED FD28.6K shares-2.06%2026-03-312026-04-29

BROADCOM INC BROADCOM INC8.3K shares0.24%2026-03-312026-04-29

Sponsored

JPM JPMORGAN CHASE & CO8.6K shares0.00%2026-03-312026-04-29

RDVI FIRST TR EXCHANGE-TRADED FD94.3K shares94.02%2026-03-312026-04-29

AMZN AMAZON COM INC11.2K shares-0.18%2026-03-312026-04-29

AVUV AMERICAN CENTY ETF TR20.9K shares1.17%2026-03-312026-04-29

RDVY FIRST TR EXCHANGE TRADED FD31.0K shares-2.67%2026-03-312026-04-29

JQUA J P MORGAN EXCHANGE TRADED F34.5K shares-2.97%2026-03-312026-04-29

MSFT MICROSOFT CORP5.4K shares-0.26%2026-03-312026-04-29

IWD ISHARES TR8.8K shares0.00%2026-03-312026-04-29

Sponsored

AVEM AMERICAN CENTY ETF TR23.1K shares49.77%2026-03-312026-04-29

SPHQ INVESCO EXCHANGE TRADED FD T24.8K shares28.71%2026-03-312026-04-29

IWX ISHARES TR18.7K shares13.29%2026-03-312026-04-29

ALPHABET INC ALPHABET INC5.2K shares-1.89%2026-03-312026-04-29

CVX CHEVRON CORPORATION6.5K shares0.47%2026-03-312026-04-29

ABBV ABBVIE INC6.0K shares0.00%2026-03-312026-04-29

IVV ISHARES TR1.9K shares4.14%2026-03-312026-04-29

WTV WISDOMTREE TR11.7K shares43.25%2026-03-312026-04-29

Sponsored

IUS INVESCO EXCH TRD SLF IDX FD19.0K shares-2.64%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares35.55%2026-03-312026-04-29

HD HOME DEPOT INC3.2K shares-0.93%2026-03-312026-04-29

XMMO INVESCO EXCHANGE TRADED FD T7.0K shares0.50%2026-03-312026-04-29

OKE ONEOK INC NEW10.3K shares0.00%2026-03-312026-04-29

BLACKROCK INC BLACKROCK INC944 shares-17.48%2026-03-312026-04-29

CRWD CROWDSTRIKE HLDGS INC2.3K shares0.00%2026-03-312026-04-29

SPGP INVESCO EXCHANGE TRADED FD T7.8K shares0.00%2026-03-312026-04-29

Sponsored

QQQM INVESCO EXCH TRADED FD TR II3.4K shares-5.55%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION816 shares-1.21%2026-03-312026-04-29

WMT WALMART INC5.9K shares0.00%2026-03-312026-04-29

SPTL SPDR SERIES TRUST27.7K shares-20.53%2026-03-312026-04-29

META META PLATFORMS INC1.2K shares-5.81%2026-03-312026-04-29

COWZ PACER FDS TR10.8K shares-2.20%2026-03-312026-04-29

ALPHABET INC ALPHABET INC2.3K shares-2.09%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR1.2K shares-1.71%2026-03-312026-04-29

Sponsored

TDIV FIRST TR EXCHANGE TRADED FD7.1K shares0.00%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-29

NFLX NETFLIX INC.6.3K shares-1.09%2026-03-312026-04-29

FXH FIRST TR EXCHANGE-TRADED FD4.6K shares-4.16%2026-03-312026-04-29

TSLA TESLA INC1.4K shares-3.57%2026-03-312026-04-29

CAT CATERPILLAR INC695 shares-6.71%2026-03-312026-04-29

IGEB ISHARES TR10.8K shares-20.10%2026-03-312026-04-29

ITA ISHARES TR2.2K shares5.59%2026-03-312026-04-29

Sponsored

IHDG WISDOMTREE TR9.9K shares-0.25%2026-03-312026-04-29

SOXX ISHARES TR1.4K sharesnew addition2026-03-312026-04-29

XOM EXXON MOBIL CORP2.7K shares-4.20%2026-03-312026-04-29

ASML ASML HLDG NV349 shares34.75%2026-03-312026-04-29

BAC BANK AMERICA CORP9.2K shares0.00%2026-03-312026-04-29

FSK FS KKR CAP CORP41.3K shares-5.28%2026-03-312026-04-29

JPLD J P MORGAN EXCHANGE TRADED F8.0K shares-8.08%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO1.4K shares0.00%2026-03-312026-04-29

Sponsored

VRT VERTIV HOLDINGS CO1.6K shares19.25%2026-03-312026-04-29

QTEC FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2026-03-312026-04-29

QTUM ETF SER SOLUTIONS3.7K shares14.22%2026-03-312026-04-29

MMM 3M CO2.7K shares38.76%2026-03-312026-04-29

JPST J P MORGAN EXCHANGE TRADED F7.6K shares-5.09%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC2.6K shares110.34%2026-03-312026-04-29

PG PROCTER & GAMBLE CO2.5K shares0.00%2026-03-312026-04-29

XLF SELECT SECTOR SPDR TR7.0K shares8.21%2026-03-312026-04-29

Sponsored

DE DEERE & CO613 shares0.00%2026-03-312026-04-29

LLY ELI LILLY & CO370 shares-0.80%2026-03-312026-04-29

WFC WELLS FARGO & CO4.2K shares0.00%2026-03-312026-04-29

XLE SELECT SECTOR SPDR TR5.3K shares8.08%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC966 shares3.65%2026-03-312026-04-29

EVTR MORGAN STANLEY ETF TRUST6.3K shares8.78%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC1.6K shares0.00%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR10.2K shares0.00%2026-03-312026-04-29

Sponsored

PBTP INVESCO EXCH TRADED FD TR II11.8K shares-12.56%2026-03-312026-04-29

IDHQ INVESCO EXCH TRADED FD TR II8.3K shares0.00%2026-03-312026-04-29

VTI VANGUARD INDEX FDS897 shares1.47%2026-03-312026-04-29

SCIO FIRST TR EXCHANGE-TRADED FD13.9K sharesnew addition2026-03-312026-04-29

PNC PNC FINL SVCS GROUP INC1.3K shares0.00%2026-03-312026-04-29

IWR ISHARES TR2.8K shares0.00%2026-03-312026-04-29

FSCO FS CREDIT OPPORTUNITIES CORP52.1K shares-16.02%2026-03-312026-04-29

TBIL RBB FD INC5.2K shares0.00%2026-03-312026-04-29

Sponsored

IRM IRON MTN INC DEL2.5K shares0.00%2026-03-312026-04-29

SCCO SOUTHERN COPPER CORP1.4K shares0.71%2026-03-312026-04-29

SYFI AB ACTIVE ETFS INC6.6K shares3.14%2026-03-312026-04-29

DELL DELL TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-04-29

NOW SERVICENOW INC2.2K shares-35.87%2026-03-312026-04-29

IWP ISHARES TR1.8K shares0.00%2026-03-312026-04-29

ABT ABBOTT LABORATORIES2.1K shares-24.58%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T339 shares-9.84%2026-03-312026-04-29

Sponsored

FXO FIRST TR EXCHANGE-TRADED FD3.9K shares0.00%2026-03-312026-04-29

YEAR AB ACTIVE ETFS INC4.3K shares-13.77%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC1.8K sharesnew addition2026-03-312026-04-29

IWY ISHARES TR865 shares13.07%2026-03-312026-04-29

CMI CUMMINS INC400 shares0.00%2026-03-312026-04-29

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K shares-2.29%2026-03-312026-04-29

REGL PROSHARES TR2.4K shares-19.35%2026-03-312026-04-29

FGD FIRST TR EXCHANGE-TRADED FD6.5K sharesnew addition2026-03-312026-04-29

Sponsored

UNP UNION PAC CORP842 sharesnew addition2026-03-312026-04-29

SHLD GLOBAL X FDS2.8K sharesnew addition2026-03-312026-04-29

GEVO GEVO INC54.0K shares0.00%2026-03-312026-04-29

MAIA MAIA BIOTECHNOLOGY INC15.7K shares0.00%2026-03-312026-04-29

SPMO

INVESCO EXCH TRADED FD TR II

14.07%

Shares74.3K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

0.94%

Shares38.6K

Event2026-03-31

Filed2026-04-29

PYLD

PIMCO ETF TR

42.00%

Shares217.5K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

-0.13%

Shares25.2K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-4.80%

Shares20.4K

Event2026-03-31

Filed2026-04-29

JGRO

J P MORGAN EXCHANGE TRADED F

-2.34%

Shares54.1K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

0.53%

Shares9.6K

Event2026-03-31

Filed2026-04-29

TCAF

T ROWE PRICE ETF INC

1.30%

Shares113.5K

Event2026-03-31

Filed2026-04-29

FTSM

FIRST TR EXCHANGE-TRADED FD

146.17%

Shares67.2K

Event2026-03-31

Filed2026-04-29

OMFL

INVESCO EXCH TRD SLF IDX FD

-1.02%

Shares66.0K

Event2026-03-31

Filed2026-04-29

DSTL

ETF SER SOLUTIONS

-2.73%

Shares62.3K

Event2026-03-31

Filed2026-04-29

XMHQ

INVESCO EXCHANGE TRADED FD T

-2.28%

Shares31.8K

Event2026-03-31

Filed2026-04-29

DGRO

ISHARES TR

11.13%

Shares39.3K

Event2026-03-31

Filed2026-04-29

DGRW

WISDOMTREE TR

0.00%

Shares30.4K

Event2026-03-31

Filed2026-04-29

FTCS

FIRST TR EXCHANGE-TRADED FD

-2.06%

Shares28.6K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

0.24%

Shares8.3K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-29

RDVI

FIRST TR EXCHANGE-TRADED FD

94.02%

Shares94.3K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-0.18%

Shares11.2K

Event2026-03-31

Filed2026-04-29

AVUV

AMERICAN CENTY ETF TR

1.17%

Shares20.9K

Event2026-03-31

Filed2026-04-29

RDVY

FIRST TR EXCHANGE TRADED FD

-2.67%

Shares31.0K

Event2026-03-31

Filed2026-04-29

JQUA

J P MORGAN EXCHANGE TRADED F

-2.97%

Shares34.5K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-0.26%

Shares5.4K

Event2026-03-31

Filed2026-04-29

IWD

ISHARES TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-29

AVEM

AMERICAN CENTY ETF TR

49.77%

Shares23.1K

Event2026-03-31

Filed2026-04-29

SPHQ

INVESCO EXCHANGE TRADED FD T

28.71%

Shares24.8K

Event2026-03-31

Filed2026-04-29

IWX

ISHARES TR

13.29%

Shares18.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-1.89%

Shares5.2K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

0.47%

Shares6.5K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

4.14%

Shares1.9K

Event2026-03-31

Filed2026-04-29

WTV

WISDOMTREE TR

43.25%

Shares11.7K

Event2026-03-31

Filed2026-04-29

IUS

INVESCO EXCH TRD SLF IDX FD

-2.64%

Shares19.0K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

35.55%

Shares2.2K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

-0.93%

Shares3.2K

Event2026-03-31

Filed2026-04-29

XMMO

INVESCO EXCHANGE TRADED FD T

0.50%

Shares7.0K

Event2026-03-31

Filed2026-04-29

OKE

ONEOK INC NEW

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-29

BLACKROCK INC

-17.48%

Shares944

Event2026-03-31

Filed2026-04-29

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-29

SPGP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-29

QQQM

INVESCO EXCH TRADED FD TR II

-5.55%

Shares3.4K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

-1.21%

Shares816

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-29

SPTL

SPDR SERIES TRUST

-20.53%

Shares27.7K

Event2026-03-31

Filed2026-04-29