Centerpoint Advisory Group Portfolio Holdings

Centerpoint Advisory Group

  • $115 Billion
  • Q2 2025

Centerpoint Advisory Group has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.66B, J P Morgan Exchange Traded Fd with a value of $5.53B, Vanguard Dividend Appreciation with a value of $5.29B, Invesco ETF Tr Ii S&P 500 Mome with a value of $4.5B, and Apple Inc. with a value of $4.47B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $102B to 115B.

Centerpoint Advisory Group is based out at Overland Park, KS

Below you can find more details about Centerpoint Advisory Group portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $58.8 Billion
Technology: $18.5 Billion
Financial Services: $6.57 Billion
Consumer Cyclical: $4 Billion
Communication Services: $3.44 Billion
Energy: $2.36 Billion
Healthcare: $1.98 Billion
Consumer Defensive: $1.94 Billion
Other: $1.73 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$2.37 Billion 2.05% of portfolio
8,591
Q2 2025 Added 8.19%
$93.6B
$1.18 Billion 1.03% of portfolio
2,323
Q1 2025 Added 12.06%
$33.1B
$793 Million 0.69% of portfolio
9,709
Q2 2025 Added 1.04%
$172B
$702 Million 0.61% of portfolio
683
Q1 2025 Added 11.06%
$153B
$312 Million 0.27% of portfolio
613
Q1 2025 New
$69.2B
$317 Million 0.27% of portfolio
2,650
Q2 2025 Reduced 15.87%
$87.3B
$292 Million 0.25% of portfolio
1,917
Q4 2024 New
$26.8B
$260 Million 0.23% of portfolio
2,535
Q1 2025 Reduced 1.93%
$142B
$254 Million 0.22% of portfolio
950
Q2 2025 New
$77.3B
$251 Million 0.22% of portfolio
1,345
Q2 2025 Reduced 4.27%
$123B
$239 Million 0.21% of portfolio
1,597
Q4 2024 New
$147B
$231 Million 0.2% of portfolio
2,151
Q1 2025 New
$78.6B
$214 Million 0.19% of portfolio
1,604
Q2 2025 New
$56.3B
$206 Million 0.18% of portfolio
630
Q2 2025 New
$133B
$207 Million 0.18% of portfolio
270
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $115 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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