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Centerpoint Advisory Group13F | |
| Centerpoint Advisory Group | |
| Last update 2025-04-23 | 94 Stocks (11 new) |
| Value $102.00 Mil | Turnover 8 % |
Centerpoint Advisory Group Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGRO | JPMorgan Active Growth ETF | 68,845 | 5,080.1 | +0.24% | 5.000 | +0.01% | 22.950 | +18.92% | +7.98% | 6,632.5 | ||
VIG | Vanguard Dividend Appreciation FTF | 26,033 | 5,050.1 | -3.36% | 4.970 | -0.17% | 0.010 | +10.49% | +6.27% | 90,207.5 | ||
AAPL | Apple Inc | 22,009 | 4,888.8 | -8.52% | 4.810 | -0.50% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
NVDA | NVIDIA Corp | 39,398 | 4,270.0 | +2.45% | 4.200 | +0.10% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
DSTL |
Distillate U.S. Fundamental Stability & Value ETF
Distillate U.S. Fundamental Stability & Value ETF
| 76,796 | 4,165.4 | +8.88% | 4.100 | +0.33% | 0.220 | +7.81% | +2.57% | 1,808.2 | ||
OMFL |
Invesco Russell 1000 Dynamic Multifactor ETF
Invesco Russell 1000 Dynamic Multifactor ETF
| 75,237 | 4,010.9 | -16.10% | 3.940 | -0.76% | 0.090 | +10.44% | +7.45% | 4,978.6 | ||
IWF | iShares Russell 1000 Growth ETF | 9,622 | 3,474.4 | -3.34% | 3.420 | -0.13% | 0.000 | +21.84% | +9.03% | 114,323.5 | ||
XMHQ | Invesco S&P MidCap Quality ETF | 33,937 | 3,106.3 | -0.09% | 3.050 | 0% | 0.060 | +11.60% | +4.13% | 5,049.1 | ||
TCAF |
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
| 95,005 | 3,066.8 | +5.00% | 3.020 | +0.14% | 0.100 | +15.66% | +9.89% | 4,724.7 | ||
FTCS | First Trust Capital Strength ETF | 29,486 | 2,643.1 | -2.32% | 2.600 | -0.06% | 0.030 | +5.18% | +4.50% | 8,424.5 |
Centerpoint Advisory Group's Historical Top Holdings Breakdowns
Centerpoint Advisory Group's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BLK | BlackRock Inc | 2025-03-31 | New Buy New Buy | +0.81% | 900.46 ($980.1) 1075.5 | $1,118.37 | 14.11% | New holding | 869 | 869 | |
SPMO | Invesco S&P 500 Momentum ETF | 2025-03-31 | Add Add | +0.79% | 91.76 ($97.86) 103.26 | $114.34 | 16.84% | Add 54.59% | 24,752 | 8,741 | |
OMFL |
Invesco Russell 1000 Dynamic Multifactor ETF
Invesco Russell 1000 Dynamic Multifactor ETF
| 2025-03-31 | Reduce Reduce | -0.76% | 52.19 ($55.13) 57.45 | $58.27 | 5.70% | Reduce -16.1% | 75,237 | -14,442 | |
IWX | iShares Russell Top 200 Value ETF | 2025-03-31 | New Buy New Buy | +0.66% | 78.54 ($82.27) 84.86 | $85.43 | 3.84% | New holding | 8,205 | 8,205 | |
SPHQ | Invesco S&P 500 Quality ETF | 2025-03-31 | New Buy New Buy | +0.60% | 65.27 ($68.5) 71.22 | $72.48 | 5.81% | New holding | 9,149 | 9,149 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | New Buy New Buy | +0.53% | 192.82 ($209.18) 222.1 | $232.59 | 11.19% | New holding | 2,778 | 2,778 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.50% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | Reduce -8.52% | 22,009 | -2,049 | |
JPLD | JPMorgan Limited Duration Bond ETF | 2025-03-31 | New Buy New Buy | +0.49% | 51.4 ($51.75) 52.07 | $52.07 | 0.62% | New holding | 9,679 | 9,679 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Add Add | +0.47% | 60.46 ($62.66) 64.42 | $65.55 | 4.61% | Add 24.92% | 39,172 | 7,815 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.45% | 468.34 ($508.07) 539.52 | $565.01 | 11.21% | Reduce -40.95% | 1,298 | -900 |
Centerpoint Advisory Group Total Holding History ($B)
Centerpoint Advisory Group's Asset Allocation
Centerpoint Advisory Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Centerpoint Advisory Group's Hypothetical Growth since 2025-03-31
Centerpoint Advisory Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Centerpoint Advisory Group's Holdings Heat Map
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Centerpoint Advisory Group's Holdings Bubble Chart
Centerpoint Advisory Group News
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