Centerpoint Advisory Group Purchases in Q3 2025

Centerpoint Advisory Group

  • $128 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
16.1K
+ 40.29%
$110.74 - $122.12 $1.79M - $1.97M
56.2K $6.8B
Pimco ETF Tr
53.7K
+ 60.43%
N/A
143K $3.83B
IWF
Ishares Russell 1000 Gr ETF

ETFs
305
+ 3.31%
$420.11 - $472.68 $128K - $144K
9.53K $4.47B
T Rowe Price ETF Inc
7.97K
+ 8.15%
N/A
106K $3.98B
IWX
Ishares Tr Russell 200 Value E

ETFs
4.48K
+ 43.18%
$83.04 - $87.88 $372K - $394K
14.9K $1.31B
GOOG
Alphabet Inc.

Communication Services
34
+ 0.59%
$175.16 - $255.24 $5.96K - $8.68K
5.76K $1.4B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.87K
+ 45.2%
$70.77 - $73.59 $345K - $358K
15.6K $1.15B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
6.5K
New
$47.56 - $49.7 $309K - $323K
6.5K $321M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
3K
New
N/A
3K $317M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.44K
+ 35.38%
N/A
36.1K $934M
Arista Networks Inc
1.75K
New
N/A
1.75K $254M
ASML
Asml Holding Nv

Technology
259
New
$689.63 - $968.09 $179K - $251K
259 $251M
SPY
Spdr S&P 500 ETF Trust

ETFs
376
New
$617.65 - $666.84 $232K - $251K
376 $250M
ITA
Ishares Tr

ETFs
1.01K
+ 72.67%
$184.73 - $209.26 $186K - $211K
2.4K $501M
PLTR
Palantir Technologies Inc.

Technology
1.25K
New
$130.68 - $186.97 $163K - $233K
1.25K $227M
TSLA
Tesla, Inc.

Consumer Cyclical
120
+ 9.44%
$293.94 - $444.72 $35.3K - $53.4K
1.39K $619M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.88K
New
$39.37 - $44.24 $192K - $216K
4.88K $214M
IWY
Ishares Tr Russell 200 Growth

ETFs
765
New
$243.93 - $275.62 $187K - $211K
765 $209M
ABT
Abbott Laboratories

Healthcare
1.55K
New
$120.51 - $136.62 $187K - $211K
1.55K $207M
Ab Active Etfs Inc
5.7K
New
N/A
5.7K $206M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
536
+ 19.07%
$225.11 - $247.9 $121K - $133K
3.35K $827M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.66K
+ 35.8%
$85.93 - $92.12 $142K - $153K
6.29K $572M
GOOGL
Alphabet Inc.

Communication Services
43
+ 1.79%
$174.36 - $254.72 $7.5K - $11K
2.45K $596M
AVEM
American Centy ETF Tr Avantis

ETFs
811
+ 5.66%
$68.33 - $75.41 $55.4K - $61.2K
15.2K $1.14B
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 1.58%
$357.4 - $423.42 $17.9K - $21.2K
3.21K $1.3B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
555
+ 8.66%
$128.6 - $136.01 $71.4K - $75.5K
6.96K $941M
IVV
Ishares Core S&P 500 ETF

ETFs
30
+ 2.06%
$620.67 - $670.08 $18.6K - $20.1K
1.48K $993M
CVX
Chevron Corp

Energy
71
+ 1.12%
$145.57 - $161.83 $10.3K - $11.5K
6.43K $999M
XLF
Financial Sector Spdr

ETFs
1.15K
+ 21.91%
$51.37 - $54.25 $59.2K - $62.6K
6.42K $346M
VTI
Vanguard Total Stock Market Et

ETFs
145
+ 19.62%
$303.93 - $329.86 $44.1K - $47.8K
884 $290M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.69K
+ 25.16%
$31.73 - $33.71 $53.6K - $56.9K
8.4K $283M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.1%
$567.77 - $614.76 $568 - $615
1.03K $631M
IWP
Ishares Russell Mid Cap Growth

ETFs
267
+ 17.8%
$137.51 - $145.26 $36.7K - $38.8K
1.77K $252M
AMD
Advanced Micro Devices Inc

Technology
50
+ 3.01%
$134.8 - $184.42 $6.74K - $9.22K
1.71K $277M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
525
+ 4.04%
$59.81 - $60.11 $31.4K - $31.6K
13.5K $810M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.31%
$459.11 - $506.91 $2.3K - $2.53K
1.61K $810M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
400
+ 5.87%
N/A
7.22K $361M
AMZN
Amazon Com Inc

Consumer Cyclical
79
+ 0.71%
$211.65 - $238.24 $16.7K - $18.8K
11.2K $2.45B
META
Meta Platforms, Inc.

Communication Services
28
+ 2.22%
$695.21 - $791.73 $19.5K - $22.2K
1.29K $947M
XLE
Energy Sector Spdr

ETFs
17
+ 0.7%
$84.25 - $91.99 $1.43K - $1.56K
2.46K $220M
OKE
Oneok Inc

Energy
700
+ 7.21%
$71.36 - $83.47 $50K - $58.4K
10.4K $760M
Activity Summary
Buys All Purchases 42 New Holdings 11 Increased Positions 31 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Centerpoint Advisory Group Portfolio

Follow Centerpoint Advisory Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centerpoint Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Centerpoint Advisory Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email