Centerpoint Advisory Group
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Centerpoint Advisory Group reported 88 stock positions worth $103.4 million. Its top holding was Apple (AAPL) at 5.8% of the portfolio, followed by JPMorgan Active Growth ETF (JGRO, 5.4%) and Vanguard Dividend Apprec ETF (VIG, 5.1%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0002054093
- Portfolio Value
- $103.4M (Q4 2024)
- SEC Filing
- 0001667731-25-000186 ↗ filed Jan 30, 2025
Holdings Value
Holdings 88 stocks · $103.4M
| AAPL Apple Inc. | 5.83% | 24,058 | $6.0M | — |
| JGRO JPMorgan Active Growth ETF | 5.38% | 68,678 | $5.6M | — |
| VIG Vanguard Dividend Apprec ETF | 5.10% | 26,938 | $5.3M | — |
| NVDA Nvidia Corp. | 4.99% | 38,455 | $5.2M | — |
| OMFL Invesco Russell 1000 DYN M/F | 4.70% | 89,679 | $4.9M | — |
| IWF iShares Russell 1000 Growth | 3.87% | 9,954 | $4.0M | — |
| DSTL Distillate US Fundamental St | 3.75% | 70,533 | $3.9M | — |
| XMHQ Invesco S&P Midcap Qual ETF | 3.23% | 33,966 | $3.3M | — |
| TCAF T Rowe PRC Cap Appreciation | 2.91% | 90,485 | $3.0M | — |
| FTCS First Trust Capital Strength | 2.56% | 30,186 | $2.7M | — |
| DGRW Wisdomtree U.S. Quality Divi | 2.47% | 31,538 | $2.6M | — |
| MSFT Microsoft Corp. | 2.31% | 5,670 | $2.4M | — |
| JQUA JPMorgan US Quality Factor | 2.25% | 40,703 | $2.3M | — |
| AMZN Amazon.com Inc. | 2.20% | 10,383 | $2.3M | — |
| AVUV Avantis US Small Cap Value | 2.08% | 22,239 | $2.1M | — |
| PYLD PIMCO Multisector Bond Actv | 1.98% | 79,166 | $2.1M | — |
| RDVY First Trust Rising Dividend | 1.95% | 34,074 | $2.0M | — |
| IWD iShares Russell 1000 Value E | 1.91% | 10,655 | $2.0M | — |
| DGRO iShares Core Dividend Growth | 1.86% | 31,357 | $1.9M | — |
| JPM JPMorgan Chase & Co. | 1.77% | 7,649 | $1.8M | — |
| AVGO Broadcom Inc. | 1.47% | 6,570 | $1.5M | — |
| SPMO Invesco S&P 500 Momentum ETF | 1.47% | 16,011 | $1.5M | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.45% | 57,134 | $1.5M | — |
| GOOG Alphabet Inc. Class C | 1.20% | 6,494 | $1.2M | — |
| HD Home Depot Inc. | 1.14% | 3,021 | $1.2M | — |
| FSK FS KKR Capital Corp. | 1.11% | 52,860 | $1.1M | — |
| IUS Invesco Rafi Strategic US Et | 1.11% | 23,080 | $1.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.09% | 2,198 | $1.1M | — |
| ABBV Abbvie Inc. | 1.05% | 6,126 | $1.1M | — |
| OKE Oneok Inc. | 0.96% | 9,909 | $995K | — |
| AVEM Avantis Emerging Markets Eq | 0.94% | 16,563 | $974K | — |
| CVX Chevron Corp. | 0.91% | 6,464 | $936K | — |
| XMMO Invesco S&P Midcap Momentum | 0.83% | 6,926 | $856K | — |
| COWZ Pacer US Cash Cows 100 ETF | 0.79% | 14,469 | $817K | — |
| FTSM First Trust Enh Short Mat FD | 0.75% | 13,039 | $779K | — |
| SPGP Invesco S&P 500 Garp ETF | 0.72% | 7,128 | $748K | — |
| IVV iShares Core S&P 500 ETF | 0.72% | 1,260 | $742K | — |
| IGEB iShares Investment Grade SYS | 0.69% | 16,036 | $711K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.69% | 2,073 | $709K | — |
| PG The Procter & Gamble Co. | 0.67% | 4,136 | $693K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 1,521 | $689K | — |
| COST Costco Wholesale Corp. | 0.63% | 713 | $653K | — |
| NOW ServiceNow Inc. | 0.63% | 615 | $652K | — |
| VOO Vanguard S&P 500 ETF | 0.58% | 1,117 | $602K | — |
| TDIV FT Nasdaq Tech DVD Index FD | 0.54% | 7,060 | $554K | — |
| META Meta Platforms Inc. Class A | 0.53% | 928 | $543K | — |
| FXH First Trust Health Care Alph | 0.52% | 5,163 | $538K | — |
| FSCO FS Credit Opportunities Corp. | 0.51% | 76,875 | $524K | — |
| WMT Walmart Inc. | 0.50% | 5,769 | $521K | — |
| JPST JPMorgan Ultra-Short Income | 0.50% | 10,309 | $519K | — |
| LLY Eli Lilly & Co. | 0.50% | 666 | $514K | — |
| JPLD JPMorgan Ltd. Duration ETF | 0.49% | 9,809 | $505K | — |
| UNH Unitedhealth Group Inc. | 0.44% | 905 | $458K | — |
| IHDG Wisdomtree International Hed | 0.43% | 10,114 | $440K | — |
| NFLX Netflix Inc. | 0.42% | 484 | $431K | — |
| PBTP Invesco 0-5 YR US Tips ETF | 0.40% | 16,236 | $412K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 8,850 | $389K | — |
| EOG EOG Resources Inc. | 0.37% | 3,150 | $386K | — |
| TSLA Tesla Inc. | 0.37% | 953 | $385K | — |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.37% | 8,631 | $380K | — |
| AXP American Express Co. | 0.36% | 1,264 | $375K | — |
| CAT Caterpillar Inc. | 0.36% | 1,020 | $370K | — |
| SCHD Schwab US DVD Equity ETF | 0.35% | 13,125 | $359K | — |
| QTEC First Trust Nasdq 100 Tech I | 0.34% | 1,860 | $350K | — |
| GOOGL Alphabet Inc. Class A | 0.31% | 1,689 | $320K | — |
| WTV Wisdomtree U.S. Value Fund | 0.31% | 3,800 | $318K | — |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.30% | 6,627 | $310K | — |
| AMGN Amgen Inc. | 0.29% | 1,153 | $301K | — |
| CBSH Commerce Bancshares Inc. | 0.28% | 4,704 | $293K | — |
| WFC Wells Fargo & Co. | 0.28% | 4,159 | $292K | — |
| TBIL F/M US Treasury 3 Month Bill | 0.28% | 5,835 | $291K | — |
| XOM Exxon Mobil Corp. | 0.28% | 2,683 | $289K | — |
| BMY Bristol-Myers Squibb Co. | 0.28% | 5,027 | $284K | — |
| MRK Merck & Co. Inc. | 0.27% | 2,812 | $280K | — |
| BX Blackstone Inc. | 0.27% | 1,597 | $275K | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.26% | 2,585 | $272K | — |
| PNC PNC Financial Services Group | 0.26% | 1,405 | $271K | — |
| XLE SS Energy Select Sector | 0.25% | 3,043 | $261K | — |
| MMM 3M Co. | 0.24% | 1,917 | $247K | — |
| DWAS Invesco Dorsey Wright Smallc | 0.24% | 2,670 | $244K | — |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.23% | 2,998 | $242K | — |
| IWP iShares Russell Mid-Cap Grow | 0.22% | 1,800 | $228K | — |
| CMI Cummins Inc. | 0.21% | 630 | $220K | — |
| IDHQ Invesco S&P International DE | 0.21% | 7,700 | $218K | — |
| FXO First Trust Financial Alphad | 0.21% | 3,920 | $212K | — |
| XLF SS Financial Select Sector | 0.20% | 4,310 | $208K | — |
| AMD Advanced Micro Devices | 0.20% | 1,713 | $207K | — |
| GEVO Gevo Inc. | 0.07% | 36,000 | $75K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 117 | $157.7M | SPMO, NVDA, PYLD, AAPL, VIG |
| Q1 2026 | 108 | $132.8M | SPMO, NVDA, PYLD, VIG, AAPL |
| Q4 2025 | 107 | $129.8M | SPMO, NVDA, AAPL, VIG, JGRO |
| Q3 2025 | 108 | $128.5M | NVDA, SPMO, VIG, AAPL, JGRO |
| Q2 2025 | 100 | $115.3M | NVDA, JGRO, VIG, SPMO, AAPL |
| Q1 2025 | 94 | $101.7M | JGRO, VIG, AAPL, NVDA, DSTL |
| Q4 2024 | 88 | $103.4M | AAPL, JGRO, VIG, NVDA, OMFL |