Centerpoint Advisory Group Purchases in Q4 2024

Centerpoint Advisory Group

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
24.1K
New
$221.69 - $259.02 $5.33M - $6.23M
24.1K $6.02B
JGRO
J P Morgan Exchange Traded Fd
68.7K
New
N/A
68.7K $5.56B
VIG
Vanguard Dividend Appreciation

ETFs
26.9K
New
N/A
26.9K $5.28B
NVDA
Nvidia Corp

Technology
38.5K
New
$117.0 - $148.88 $4.5M - $5.73M
38.5K $5.16B
OMFL
Invesco Exchange Traded Self I

ETFs
89.7K
New
$52.49 - $56.58 $4.71M - $5.07M
89.7K $4.86B
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.95K
New
$370.24 - $418.94 $3.69M - $4.17M
9.95K $4B
DSTL
ETF Ser Solution Distillate Us

ETFs
70.5K
New
$54.74 - $58.88 $3.86M - $4.15M
70.5K $3.87B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
34K
New
$98.47 - $109.35 $3.34M - $3.71M
34K $3.34B
T Rowe Price ETF Inc
90.5K
New
N/A
90.5K $3.01B
FTCS
First Trust Capital Strength E

ETFs
30.2K
New
$87.62 - $94.03 $2.64M - $2.84M
30.2K $2.65B
MSFT
Microsoft Corp

Technology
5.67K
New
$406.35 - $454.46 $2.3M - $2.58M
5.67K $2.39B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
40.7K
New
$55.86 - $60.21 $2.27M - $2.45M
40.7K $2.33B
AMZN
Amazon Com Inc

Consumer Cyclical
10.4K
New
$180.88 - $232.93 $1.88M - $2.42M
10.4K $2.28B
AVUV
American Centy ETF Tr Avantis

ETFs
22.2K
New
$94.37 - $106.41 $2.1M - $2.37M
22.2K $2.15B
Pimco ETF Tr
79.2K
New
N/A
79.2K $2.05B
RDVY
First Trust Rising Dividend Ac

ETFs
34.1K
New
$58.65 - $64.37 $2M - $2.19M
34.1K $2.02B
IWD
Ishares Russell 1000 Val ETF

ETFs
10.7K
New
$183.23 - $199.79 $1.95M - $2.13M
10.7K $1.97B
DGRO
Ishares Core Dividend Growth E

ETFs
31.4K
New
$60.73 - $64.94 $1.9M - $2.04M
31.4K $1.92B
JPM
Jpmorgan Chase & CO

Financial Services
7.65K
New
$205.18 - $250.29 $1.57M - $1.91M
7.65K $1.83B
AVGO
Broadcom Inc.

Technology
6.57K
New
$159.67 - $250.0 $1.05M - $1.64M
6.57K $1.52B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
16K
New
$89.97 - $98.59 $1.44M - $1.58M
16K $1.52B
SPTL
Spdr Portfolio Long Term Treas

ETFs
57.1K
New
$26.05 - $29.17 $1.49M - $1.67M
57.1K $1.5B
GOOG
Alphabet Inc.

Communication Services
6.49K
New
$163.08 - $198.16 $1.06M - $1.29M
6.49K $1.24B
HD
Home Depot, Inc.

Consumer Cyclical
3.02K
New
$385.02 - $431.37 $1.16M - $1.3M
3.02K $1.18B
FSK
Fs Kkr Capital Corp

Financial Services
52.9K
New
$19.71 - $22.22 $1.04M - $1.17M
52.9K $1.15B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
23.1K
New
$49.39 - $52.31 $1.14M - $1.21M
23.1K $1.15B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.2K
New
$481.22 - $538.17 $1.06M - $1.18M
2.2K $1.12B
ABBV
Abb Vie Inc.

Healthcare
6.13K
New
$164.99 - $203.87 $1.01M - $1.25M
6.13K $1.09B
OKE
Oneok Inc

Energy
9.91K
New
$92.28 - $117.05 $914K - $1.16M
9.91K $995M
AVEM
American Centy ETF Tr Avantis

ETFs
16.6K
New
$58.59 - $66.14 $970K - $1.1M
16.6K $974M
CVX
Chevron Corp

Energy
6.46K
New
$141.15 - $162.53 $912K - $1.05M
6.46K $936M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
6.93K
New
$119.61 - $136.3 $828K - $944K
6.93K $856M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
14.5K
New
$56.06 - $61.35 $811K - $888K
14.5K $817M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
13K
New
$59.74 - $60.03 $779K - $783K
13K $779M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
7.13K
New
$103.6 - $112.52 $738K - $802K
7.13K $748M
IVV
Ishares Core S&P 500 ETF

ETFs
1.26K
New
$570.51 - $610.59 $719K - $769K
1.26K $742M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
16K
New
$44.21 - $46.46 $709K - $745K
16K $711M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.07K
New
$275.15 - $388.2 $570K - $805K
2.07K $709M
PG
Procter & Gamble CO

Consumer Defensive
4.14K
New
$161.05 - $179.7 $666K - $743K
4.14K $693M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.52K
New
$442.29 - $483.08 $673K - $735K
1.52K $689M
COST
Costco Wholesale Corp

Consumer Defensive
713
New
$873.59 - $994.69 $623K - $709K
713 $653M
NOW
Service Now, Inc.

Technology
615
New
$867.18 - $1148.42 $533K - $706K
615 $652M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.12K
New
$521.84 - $558.82 $583K - $624K
1.12K $602M
TDIV
First Trust Nasdaq Technology

ETFs
7.06K
New
$78.03 - $82.13 $551K - $580K
7.06K $554M
META
Meta Platforms, Inc.

Communication Services
928
New
$554.08 - $632.68 $514K - $587K
928 $543M
FXH
First Tr Exchange Trd Fd Healt

ETFs
5.16K
New
$103.53 - $112.72 $535K - $582K
5.16K $538M
FSCO
Fs Cr Opportunities Corp Com
76.9K
New
N/A
76.9K $524M
WMT
Walmart Inc.

Consumer Defensive
5.77K
New
$79.1 - $95.7 $456K - $552K
5.77K $521M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.3K
New
$50.37 - $50.6 $519K - $522K
10.3K $519M
Activity Summary
Buys All Purchases 88 New Holdings 88 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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