Centerpoint Advisory Group - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Centerpoint Advisory Group held in its portfolio 107 assets valued at $129,811,426 (i.e. $129.81M).
The most valuable assets in the portfolio included: INVESCO EXCH TRADED FD TR II ($7.77M), NVIDIA CORPORATION ($7.13M), and APPLE INC ($5.83M).
The chart below shows the top 10 valuable assets, and the table below shows the top 107 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Centerpoint Advisory Group - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | 65134 | 7771802 | S&P 500 MOMNTM |
| NVIDIA CORPORATION | 38252 | 7134002 | COM |
| APPLE INC | 21461 | 5834274 | COM |
| VANGUARD SPECIALIZED FUNDS | 25215 | 5541754 | DIV APP ETF |
| J P MORGAN EXCHANGE TRADED F | 55383 | 5139539 | ACTIVE GROWTH |
| ISHARES TR | 9551 | 4520493 | RUS 1000 GRW ETF |
| T ROWE PRICE ETF INC | 112075 | 4283523 | CAP APPRECIATION |
| PIMCO ETF TR | 153161 | 4086334 | MULTISECTOR BD |
| INVESCO EXCH TRD SLF IDX FD | 66643 | 4073904 | RUSL 1000 DYNM |
| ETF SER SOLUTIONS | 64075 | 3774026 | DISTILLATE US |
| INVESCO EXCHANGE TRADED FD T | 32524 | 3331114 | S&P MDCP QUALITY |
| BROADCOM INC | 8316 | 2878168 | COM |
| JPMORGAN CHASE & CO. | 8579 | 2764327 | COM |
| WISDOMTREE TR | 30386 | 2717461 | US QTLY DIV GRT |
| FIRST TR EXCHANGE-TRADED FD | 29156 | 2697265 | CAP STRENGTH ETF |
| MICROSOFT CORP | 5404 | 2613505 | COM |
| AMAZON COM INC | 11247 | 2596035 | COM |
| ISHARES TR | 35329 | 2452567 | CORE DIV GRWTH |
| J P MORGAN EXCHANGE TRADED F | 35539 | 2245360 | US QUALTY FCTR |
| FIRST TR EXCHANGE TRADED FD | 31846 | 2212344 | RISNG DIVD ACHIV |
| AMERICAN CENTY ETF TR | 20666 | 2107529 | US SML CP VALU |
| ISHARES TR | 8778 | 1846364 | RUS 1000 VAL ETF |
| ALPHABET INC | 5288 | 1659375 | CAP STK CL C |
| FIRST TR EXCHANGE-TRADED FD | 27282 | 1634980 | FIRST TR ENH NEW |
| ISHARES TR | 16533 | 1518727 | RUS TP200 VL ETF |
| INVESCO EXCHANGE TRADED FD T | 19259 | 1445395 | S&P500 QUALITY |
| ABBVIE INC | 5987 | 1367972 | COM |
| FIRST TR EXCHANGE-TRADED FD | 48585 | 1274870 | FT VEST RIS |
| ISHARES TR | 1810 | 1239495 | CORE S&P500 ETF |
| BLACKROCK INC | 1144 | 1224469 | COM |
| AMERICAN CENTY ETF TR | 15456 | 1190419 | AVANTIS EMGMKT |
| INVESCO EXCH TRD SLF IDX FD | 19490 | 1114058 | RAFI STRATGIC US |
| HOME DEPOT INC | 3213 | 1105597 | COM |
| CROWDSTRIKE HLDGS INC | 2323 | 1088929 | CL A |
| CHEVRON CORP NEW | 6433 | 980455 | COM |
| INVESCO EXCHANGE TRADED FD T | 7001 | 969363 | S&P MDCP MOMNTUM |
| SPDR SERIES TRUST | 34819 | 921657 | STATE STREET SPD |
| INVESCO EXCH TRADED FD TR II | 3642 | 921137 | NASDAQ 100 ETF |
| INVESCO EXCHANGE TRADED FD T | 7758 | 883326 | S&P 500 GARP ETF |
| META PLATFORMS INC | 1290 | 851521 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 1637 | 822839 | CL B NEW |
| WISDOMTREE TR | 8173 | 762545 | WISDOMTREE US VA |
| ONEOK INC NEW | 10284 | 755875 | COM |
| ALPHABET INC | 2388 | 747444 | CAP STK CL A |
| INVESCO QQQ TR | 1172 | 719973 | UNIT SER 1 |
| COSTCO WHSL CORP NEW | 826 | 712292 | COM |
| FIRST TR EXCHANGE TRADED FD | 7060 | 683690 | NASD TECH DIV |
| PACER FDS TR | 11043 | 664459 | US CASH COWS 100 |
| WALMART INC | 5921 | 659660 | COM |
| VANGUARD INDEX FDS | 1032 | 647086 | S&P 500 ETF SHS |
| FS KKR CAP CORP | 43596 | 645662 | COM |
| TESLA INC | 1401 | 630058 | COM |
| ISHARES TR | 13465 | 614816 | INVESTMENT GRADE |
| NETFLIX INC | 6420 | 601939 | COM |
| FIRST TR EXCHANGE TRADED FD | 4813 | 547821 | HLTH CARE ALPH |
| SERVICENOW INC | 3415 | 523145 | COM |
| BANK AMERICA CORP | 9208 | 506440 | COM |
| AMERICAN EXPRESS CO | 1364 | 504612 | COM |
| WISDOMTREE TR | 9974 | 485341 | ITL HDG QTLY DIV |
| J P MORGAN EXCHANGE TRADED F | 8698 | 455237 | JPMORGAM LTD DUR |
| ISHARES TR | 2093 | 449346 | US AER DEF ETF |
| CATERPILLAR INC | 745 | 426788 | COM |
| FIRST TR EXCHANGE-TRADED FD | 1817 | 418292 | SHS |
| J P MORGAN EXCHANGE TRADED F | 8010 | 405241 | ULTRA SHRT ETF |
| ELI LILLY & CO | 373 | 400856 | COM |
| FS CREDIT OPPORTUNITIES CORP | 62079 | 391097 | COMMON STOCK |
| WELLS FARGO CO NEW | 4159 | 387619 | COM |
| PROCTER AND GAMBLE CO | 2491 | 356985 | COM |
| SELECT SECTOR SPDR TR | 6515 | 356830 | STATE STREET FIN |
| ABBOTT LABS | 2848 | 356826 | COM |
| ETF SER SOLUTIONS | 3200 | 350912 | DEFIANCE QUANTUM |
| INVESCO EXCH TRADED FD TR II | 13444 | 348400 | PURBTA 0 5 YR |
| EXXON MOBIL CORP | 2859 | 344052 | COM |
| ADVANCED MICRO DEVICES INC | 1573 | 336874 | COM |
| 3M CO | 1917 | 306912 | COM |
| MORGAN STANLEY ETF TRUST | 5810 | 299215 | EATON VANCE TOTA |
| VANGUARD INDEX FDS | 884 | 296377 | TOTAL STK MKT |
| INVESCO EXCH TRADED FD TR II | 8347 | 293398 | S&P INTL QULTY |
| DEERE & CO | 613 | 285394 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 932 | 283225 | SPONSORED ADS |
| PNC FINL SVCS GROUP INC | 1345 | 280742 | COM |
| SCHWAB STRATEGIC TR | 10158 | 278633 | US DIVIDEND EQ |
| ASML HOLDING N V | 259 | 277095 | N Y REGISTRY SHS |
| ISHARES TR | 2753 | 265032 | RUS MID CAP ETF |
| RBB FD INC | 5215 | 260124 | US TREAS 3 MNTH |
| SPDR S&P 500 ETF TR | 376 | 256402 | TR UNIT |
| AB ACTIVE ETFS INC | 5040 | 254419 | ULTRA SHORT INCM |
| PROSHARES TR | 2998 | 252492 | S&P MDCP 400 DIV |
| BLACKSTONE INC | 1597 | 246162 | COM |
| ISHARES TR | 1767 | 241973 | RUS MD CP GR ETF |
| COMMERCE BANCSHARES INC | 4534 | 237310 | COM |
| FIRST TR EXCHANGE TRADED FD | 3920 | 236573 | FINLS ALPHADEX |
| AB ACTIVE ETFS INC | 6370 | 228875 | SHORT DURATION H |
| ARISTA NETWORKS INC | 1746 | 228780 | COM SHS |
| SELECT SECTOR SPDR TR | 4950 | 221314 | STATE STREET ENE |
| SUPER MICRO COMPUTER INC | 7538 | 220638 | COM NEW |
| PALANTIR TECHNOLOGIES INC | 1219 | 216678 | CL A |
| PROGRESSIVE CORP | 950 | 216334 | COM |
| VERTIV HOLDINGS CO | 1330 | 215474 | COM CL A |
| EMERSON ELEC CO | 1604 | 212883 | COM |
| ISHARES TR | 765 | 211859 | RUS TP200 GR ETF |
| IRON MTN INC DEL | 2535 | 210279 | COM |
| BOSTON SCIENTIFIC CORP | 2151 | 205098 | COM |
| CUMMINS INC | 400 | 204180 | COM |
| SOUTHERN COPPER CORP | 1401 | 201002 | COM |
| GEVO INC | 54000 | 108000 | COM PAR |
| MAIA BIOTECHNOLOGY INC | 15730 | 24067 | COM |
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