The Analysis of Centerpoint Advisory Group's Holdings


Currently, Centerpoint Advisory Group holds 107 types of securities in its portfolio with a total value $129.8M. In the most recent quarter, they have increased their positions in SPMO (+8.9K shares, valued at $1.1M), FTSM (+13.8K shares, valued at $824.9K), NFLX (+5.8K shares, valued at $541.7K); decreased their positions in NVDA (-3.5K shares, valued at $661.1K), DSTL (-4.5K shares, valued at $267.5K), JGRO (-2.9K shares, valued at $265.3K); initiated new positions in YEAR (+5.0K shares, valued at $254.4K), VRT (+1.3K shares, valued at $215.5K), SCCO (+1.4K shares, valued at $201.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPMO INVESCO EXCH TRADED FD TR II65.1K shares15.91%2025-12-312026-02-03history
NVDA NVIDIA CORPORATION38.3K shares-8.48%2025-12-312026-02-03history
AAPL APPLE INC21.5K shares-0.06%2025-12-312026-02-03history
VIG VANGUARD SPECIALIZED FUNDS25.2K shares-1.08%2025-12-312026-02-03history
JGRO J P MORGAN EXCHANGE TRADED F55.4K shares-4.91%2025-12-312026-02-03history
IWF ISHARES TR9.6K shares0.19%2025-12-312026-02-03history
TCAF T ROWE PRICE ETF INC112.1K shares6.03%2025-12-312026-02-03history
PYLD PIMCO ETF TR153.2K shares7.44%2025-12-312026-02-03history
Sponsored
OMFL INVESCO EXCH TRD SLF IDX FD66.6K shares-5.11%2025-12-312026-02-03history
DSTL ETF SER SOLUTIONS64.1K shares-6.62%2025-12-312026-02-03history
XMHQ INVESCO EXCHANGE TRADED FD T32.5K shares-1.29%2025-12-312026-02-03history
BROADCOM INC BROADCOM INC8.3K shares-0.30%2025-12-312026-02-03history
JPM JPMORGAN CHASE & CO.8.6K shares0.00%2025-12-312026-02-03history
DGRW WISDOMTREE TR30.4K shares-1.25%2025-12-312026-02-03history
FTCS FIRST TR EXCHANGE-TRADED FD29.2K shares0.00%2025-12-312026-02-03history
MSFT MICROSOFT CORP5.4K shares-5.51%2025-12-312026-02-03history
Sponsored
AMZN AMAZON COM INC11.2K shares0.75%2025-12-312026-02-03history
DGRO ISHARES TR35.3K shares0.43%2025-12-312026-02-03history
JQUA J P MORGAN EXCHANGE TRADED F35.5K shares-4.50%2025-12-312026-02-03history
RDVY FIRST TR EXCHANGE TRADED FD31.8K shares-1.30%2025-12-312026-02-03history
AVUV AMERICAN CENTY ETF TR20.7K shares-3.45%2025-12-312026-02-03history
IWD ISHARES TR8.8K shares-0.74%2025-12-312026-02-03history
ALPHABET INC ALPHABET INC5.3K shares-8.24%2025-12-312026-02-03history
FTSM FIRST TR EXCHANGE-TRADED FD27.3K shares101.83%2025-12-312026-02-03history
Sponsored
IWX ISHARES TR16.5K shares11.20%2025-12-312026-02-03history
SPHQ INVESCO EXCHANGE TRADED FD T19.3K shares23.11%2025-12-312026-02-03history
ABBV ABBVIE INC6.0K shares-5.52%2025-12-312026-02-03history
RDVI FIRST TR EXCHANGE-TRADED FD48.6K shares34.49%2025-12-312026-02-03history
IVV ISHARES TR1.8K shares22.05%2025-12-312026-02-03history
BLACKROCK INC BLACKROCK INC1.1K shares0.00%2025-12-312026-02-03history
AVEM AMERICAN CENTY ETF TR15.5K shares2.01%2025-12-312026-02-03history
IUS INVESCO EXCH TRD SLF IDX FD19.5K shares-3.71%2025-12-312026-02-03history
Sponsored
HD HOME DEPOT INC3.2K shares0.00%2025-12-312026-02-03history
CRWD CROWDSTRIKE HLDGS INC2.3K shares0.00%2025-12-312026-02-03history
CVX CHEVRON CORP NEW6.4K shares0.00%2025-12-312026-02-03history
XMMO INVESCO EXCHANGE TRADED FD T7.0K shares0.57%2025-12-312026-02-03history
SPTL SPDR SERIES TRUST34.8K shares-8.99%2025-12-312026-02-03history
QQQM INVESCO EXCH TRADED FD TR II3.6K shares8.81%2025-12-312026-02-03history
SPGP INVESCO EXCHANGE TRADED FD T7.8K shares4.02%2025-12-312026-02-03history
META META PLATFORMS INC1.3K shares0.00%2025-12-312026-02-03history
Sponsored
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares1.61%2025-12-312026-02-03history
WTV WISDOMTREE TR8.2K shares29.96%2025-12-312026-02-03history
OKE ONEOK INC NEW10.3K shares-1.20%2025-12-312026-02-03history
ALPHABET INC ALPHABET INC2.4K shares-2.53%2025-12-312026-02-03history
INVESCO QQQ TR INVESCO QQQ TR1.2K shares0.00%2025-12-312026-02-03history
COST COSTCO WHSL CORP NEW826 shares0.00%2025-12-312026-02-03history
TDIV FIRST TR EXCHANGE TRADED FD7.1K shares0.00%2025-12-312026-02-03history
COWZ PACER FDS TR11.0K shares-6.44%2025-12-312026-02-03history
Sponsored
WMT WALMART INC5.9K shares-2.79%2025-12-312026-02-03history
VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares0.19%2025-12-312026-02-03history
FSK FS KKR CAP CORP43.6K shares-4.31%2025-12-312026-02-03history
TSLA TESLA INC1.4K shares0.72%2025-12-312026-02-03history
IGEB ISHARES TR13.5K shares-10.80%2025-12-312026-02-03history
NFLX NETFLIX INC6.4K shares900.00%2025-12-312026-02-03history
FXH FIRST TR EXCHANGE TRADED FD4.8K shares-6.78%2025-12-312026-02-03history
NOW SERVICENOW INC3.4K shares400.00%2025-12-312026-02-03history
Sponsored
BAC BANK AMERICA CORP9.2K shares0.00%2025-12-312026-02-03history
AXP AMERICAN EXPRESS CO1.4K shares0.00%2025-12-312026-02-03history
IHDG WISDOMTREE TR10.0K shares-0.12%2025-12-312026-02-03history
JPLD J P MORGAN EXCHANGE TRADED F8.7K shares-9.09%2025-12-312026-02-03history
ITA ISHARES TR2.1K shares-12.61%2025-12-312026-02-03history
CAT CATERPILLAR INC745 shares-19.02%2025-12-312026-02-03history
QTEC FIRST TR EXCHANGE-TRADED FD1.8K shares-2.31%2025-12-312026-02-03history
JPST J P MORGAN EXCHANGE TRADED F8.0K shares-5.42%2025-12-312026-02-03history
Sponsored
LLY ELI LILLY & CO373 shares0.00%2025-12-312026-02-03history
FSCO FS CREDIT OPPORTUNITIES CORP62.1K shares3.67%2025-12-312026-02-03history
WFC WELLS FARGO CO NEW4.2K shares0.00%2025-12-312026-02-03history
PG PROCTER AND GAMBLE CO2.5K shares0.00%2025-12-312026-02-03history
XLF SELECT SECTOR SPDR TR6.5K shares1.56%2025-12-312026-02-03history
ABT ABBOTT LABS2.8K shares83.98%2025-12-312026-02-03history
QTUM ETF SER SOLUTIONS3.2K shares3.23%2025-12-312026-02-03history
PBTP INVESCO EXCH TRADED FD TR II13.4K shares-14.92%2025-12-312026-02-03history
Sponsored
XOM EXXON MOBIL CORP2.9K shares0.00%2025-12-312026-02-03history
AMD ADVANCED MICRO DEVICES INC1.6K shares-8.17%2025-12-312026-02-03history
MMM 3M CO1.9K shares0.00%2025-12-312026-02-03history
EVTR MORGAN STANLEY ETF TRUST5.8K shares3.57%2025-12-312026-02-03history
VTI VANGUARD INDEX FDS884 shares0.00%2025-12-312026-02-03history
IDHQ INVESCO EXCH TRADED FD TR II8.3K shares-0.60%2025-12-312026-02-03history
DE DEERE & CO613 shares0.00%2025-12-312026-02-03history
TSM TAIWAN SEMICONDUCTOR MFG LTD932 shares0.00%2025-12-312026-02-03history
Sponsored
PNC PNC FINL SVCS GROUP INC1.3K shares0.00%2025-12-312026-02-03history
SCHD SCHWAB STRATEGIC TR10.2K shares0.00%2025-12-312026-02-03history
ASML ASML HOLDING N V259 shares0.00%2025-12-312026-02-03history
IWR ISHARES TR2.8K shares0.00%2025-12-312026-02-03history
TBIL RBB FD INC5.2K shares-27.72%2025-12-312026-02-03history
SPY SPDR S&P 500 ETF TR376 shares0.00%2025-12-312026-02-03history
YEAR AB ACTIVE ETFS INC5.0K sharesnew addition2025-12-312026-02-03history
REGL PROSHARES TR3.0K shares0.00%2025-12-312026-02-03history
Sponsored
BLACKSTONE INC BLACKSTONE INC1.6K shares0.00%2025-12-312026-02-03history
IWP ISHARES TR1.8K shares0.00%2025-12-312026-02-03history
CBSH COMMERCE BANCSHARES INC4.5K shares4.98%2025-12-312026-02-03history
FXO FIRST TR EXCHANGE TRADED FD3.9K shares0.00%2025-12-312026-02-03history
SYFI AB ACTIVE ETFS INC6.4K shares11.75%2025-12-312026-02-03history
ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K shares0.00%2025-12-312026-02-03history
XLE SELECT SECTOR SPDR TR5.0K shares101.22%2025-12-312026-02-03history
SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC7.5K shares-48.85%2025-12-312026-02-03history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC1.2K shares-2.09%2025-12-312026-02-03history
PGR PROGRESSIVE CORP950 shares0.00%2025-12-312026-02-03history
VRT VERTIV HOLDINGS CO1.3K sharesnew addition2025-12-312026-02-03history
EMR EMERSON ELEC CO1.6K shares0.00%2025-12-312026-02-03history
IWY ISHARES TR765 shares0.00%2025-12-312026-02-03history
IRM IRON MTN INC DEL2.5K shares0.00%2025-12-312026-02-03history
BSX BOSTON SCIENTIFIC CORP2.2K shares0.00%2025-12-312026-02-03history
CMI CUMMINS INC400 shares-36.51%2025-12-312026-02-03history
Sponsored
SCCO SOUTHERN COPPER CORP1.4K sharesnew addition2025-12-312026-02-03history
GEVO GEVO INC54.0K shares0.00%2025-12-312026-02-03history
MAIA MAIA BIOTECHNOLOGY INC15.7K shares0.00%2025-12-312026-02-03history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Centerpoint Advisory Group | TradeFomo