Centerpoint Advisory Group 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CA Centerpoint Advisory Group | Institutional Filer | ▲ 2.32% | $132.8M | 108 |
Current Portfolio Holdings
Showing all 108 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | — | 74K | $8.3M | 6.27% |
| 2 | NVDA | NVIDIA Corporation | Technology | 39K | $6.7M | 5.07% |
| 3 | PYLD | PIMCO ETF TR | — | 217K | $5.7M | 4.29% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | — | 25K | $5.4M | 4.08% |
| 5 | AAPL | Apple Inc. | Technology | 20K | $5.2M | 3.90% |
| 6 | JGRO | J P MORGAN EXCHANGE TRADED F | — | 54K | $4.6M | 3.44% |
| 7 | IWF | ISHARES TR | — | 10K | $4.1M | 3.08% |
| 8 | TCAF | T ROWE PRICE ETF INC | — | 114K | $4.0M | 3.04% |
| 9 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 67K | $4.0M | 3.02% |
| 10 | OMFL | INVESCO EXCH TRD SLF IDX FD | — | 66K | $4.0M | 2.99% |
| 11 | DSTL | ETF SER SOLUTIONS | — | 62K | $3.6M | 2.72% |
| 12 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 32K | $3.3M | 2.47% |
| 13 | DGRO | ISHARES TR | — | 39K | $2.8M | 2.07% |
| 14 | DGRW | WISDOMTREE TR | — | 30K | $2.7M | 2.01% |
| 15 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 29K | $2.6M | 1.99% |
Showing 1 to 15 of 108 holdings