Centerpoint Advisory Group has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.8B, Invesco ETF Tr Ii S&P 500 Mome with a value of $6.8B, Vanguard Dividend Appreciation with a value of $5.5B, Apple Inc. with a value of $5.47B, and J P Morgan Exchange Traded Fd with a value of $5.46B.
Examining the 13F form we can see an increase of $13.2B in the current position value, from $115B to 128B.
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
$128 Billion
ETFs: $65.4 Billion
Technology: $21.8 Billion
Financial Services: $6.51 Billion
Consumer Cyclical: $4.37 Billion
Communication Services: $3.72 Billion
Healthcare: $2.4 Billion
Energy: $2.08 Billion
Consumer Defensive: $1.78 Billion
Other: $1.86 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
