Centerpoint Advisory Group Purchases in Q1 2025

Centerpoint Advisory Group

  • $102 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
869
New
N/A
869 $822M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.74K
+ 54.59%
$91.76 - $103.26 $802K - $903K
24.8K $2.29B
IWX
Ishares Tr Russell 200 Value E

ETFs
8.21K
New
$78.54 - $84.86 $644K - $696K
8.21K $674M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.15K
New
$65.27 - $71.18 $597K - $651K
9.15K $607M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.78K
New
$192.82 - $222.1 $536K - $617K
2.78K $536M
DGRO
Ishares Core Dividend Growth E

ETFs
7.82K
+ 24.92%
$60.46 - $64.42 $472K - $503K
39.2K $2.42B
Super Micro Computer Inc
13.4K
New
N/A
13.4K $457M
DSTL
ETF Ser Solution Distillate Us

ETFs
6.26K
+ 8.88%
$53.28 - $57.28 $334K - $359K
76.8K $4.17B
DE
Deere & CO

Industrials
613
New
$408.57 - $509.27 $250K - $312K
613 $288M
QTUM
ETF Ser Solutions Defiance Qua
3.15K
New
N/A
3.15K $235M
Morgan Stanley ETF Trust
4.21K
New
N/A
4.21K $213M
ITA
Ishares Tr

ETFs
1.35K
New
$144.84 - $159.5 $195K - $215K
1.35K $206M
CVX
Chevron Corp

Energy
12
+ 0.19%
$146.71 - $167.97 $1.76K - $2.02K
6.48K $1.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 1.45%
$442.66 - $534.52 $9.74K - $11.8K
1.54K $822M
CRWD
Crowd Strike Holdings, Inc.

Technology
250
+ 12.06%
$308.86 - $455.36 $77.2K - $114K
2.32K $819M
IWD
Ishares Russell 1000 Val ETF

ETFs
325
+ 3.05%
$182.82 - $196.21 $59.4K - $63.8K
11K $2.07B
FSCO
Fs Cr Opportunities Corp Com
9.2K
+ 11.97%
N/A
86.1K $607M
JPM
Jpmorgan Chase & CO

Financial Services
137
+ 1.79%
$225.19 - $279.95 $30.9K - $38.4K
7.79K $1.91B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
994
+ 26.16%
$79.96 - $87.71 $79.5K - $87.2K
4.79K $394M
Pimco ETF Tr
1.55K
+ 1.95%
N/A
80.7K $2.13B
NFLX
Netflix Inc

Communication Services
58
+ 11.98%
$828.4 - $1058.6 $48K - $61.4K
542 $505M
META
Meta Platforms, Inc.

Communication Services
118
+ 12.72%
$576.36 - $736.67 $68K - $86.9K
1.05K $603M
T Rowe Price ETF Inc
4.52K
+ 5.0%
N/A
95K $3.07B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
980
+ 16.8%
N/A
6.82K $341M
XOM
Exxon Mobil Corp

Energy
56
+ 2.09%
$105.44 - $118.93 $5.9K - $6.66K
2.74K $326M
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 1.82%
$890.62 - $1076.86 $11.6K - $14K
726 $687M
XLF
Financial Sector Spdr

ETFs
532
+ 12.34%
$47.32 - $52.19 $25.2K - $27.8K
4.84K $241M
IVV
Ishares Core S&P 500 ETF

ETFs
104
+ 8.25%
$554.06 - $615.85 $57.6K - $64K
1.36K $766M
PG
Procter & Gamble CO

Consumer Defensive
40
+ 0.97%
$158.56 - $176.26 $6.34K - $7.05K
4.18K $712M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
79
+ 0.77%
$50.39 - $50.66 $3.98K - $4K
10.4K $526M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
433
+ 1.37%
$78.0 - $84.37 $33.8K - $36.5K
32K $2.55B
GEVO
Gevo, Inc.

Basic Materials
20K
+ 55.56%
$1.14 - $2.85 $22.8K - $57K
56K $65M
GOOGL
Alphabet Inc.

Communication Services
300
+ 17.76%
$154.33 - $206.19 $46.3K - $61.9K
1.99K $308M
HD
Home Depot, Inc.

Consumer Cyclical
116
+ 3.84%
$347.25 - $424.87 $40.3K - $49.3K
3.14K $1.15B
NOW
Service Now, Inc.

Technology
68
+ 11.06%
$783.83 - $1170.39 $53.3K - $79.6K
683 $544M
TSLA
Tesla, Inc.

Consumer Cyclical
36
+ 3.78%
$222.15 - $428.22 $8K - $15.4K
989 $256M
AVGO
Broadcom Inc.

Technology
1.37K
+ 20.87%
$167.43 - $244.7 $230K - $335K
7.94K $1.33B
AMZN
Amazon Com Inc

Consumer Cyclical
201
+ 1.94%
$190.26 - $242.06 $38.2K - $48.7K
10.6K $2.01B
JGRO
J P Morgan Exchange Traded Fd
167
+ 0.24%
N/A
68.8K $5.08B
NVDA
Nvidia Corp

Technology
943
+ 2.45%
$106.98 - $149.43 $101K - $141K
39.4K $4.27B
Activity Summary
Buys All Purchases 41 New Holdings 10 Increased Positions 31 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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