Centerpoint Advisory Group Incresed Positions in Q2 2025

Centerpoint Advisory Group

  • $115 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.73K
+ 6.92%
$94.31 - $157.99 $257K - $431K
42.1K $6.66B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
15.3K
+ 61.83%
$82.32 - $112.47 $1.26M - $1.72M
40.1K $4.5B
AVGO
Broadcom Inc.

Technology
650
+ 8.19%
$146.29 - $275.65 $95.1K - $179K
8.59K $2.37B
MSFT
Microsoft Corp

Technology
239
+ 4.28%
$354.56 - $497.45 $84.7K - $119K
5.82K $2.89B
JPM
Jpmorgan Chase & CO

Financial Services
793
+ 10.18%
$210.28 - $289.91 $167K - $230K
8.58K $2.49B
AMZN
Amazon Com Inc

Consumer Cyclical
500
+ 4.72%
$167.32 - $223.3 $83.7K - $112K
11.1K $2.43B
T Rowe Price ETF Inc
2.73K
+ 2.87%
N/A
97.7K $3.45B
Blackrock Inc
275
+ 31.65%
N/A
1.14K $1.2B
NFLX
Netflix Inc

Communication Services
100
+ 18.45%
$855.86 - $1339.13 $85.6K - $134K
642 $860M
META
Meta Platforms, Inc.

Communication Services
216
+ 20.65%
$484.66 - $738.09 $105K - $159K
1.26K $931M
Pimco ETF Tr
8.15K
+ 10.09%
N/A
88.9K $2.36B
IWX
Ishares Tr Russell 200 Value E

ETFs
2.18K
+ 26.56%
$73.26 - $84.19 $160K - $183K
10.4K $874M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.63K
+ 17.76%
$59.24 - $71.39 $96.3K - $116K
10.8K $768M
RDVY
First Trust Rising Dividend Ac

ETFs
172
+ 0.51%
$51.6 - $62.74 $8.88K - $10.8K
33.6K $2.11B
TSLA
Tesla, Inc.

Consumer Cyclical
282
+ 28.51%
$221.86 - $362.89 $62.6K - $102K
1.27K $404M
IVV
Ishares Core S&P 500 ETF

ETFs
89
+ 6.52%
$498.8 - $620.9 $44.4K - $55.3K
1.45K $902M
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 13.77%
$908.13 - $1056.85 $90.8K - $106K
826 $818M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
580
+ 8.37%
$86.05 - $107.7 $49.9K - $62.5K
7.51K $809M
GOOGL
Alphabet Inc.

Communication Services
418
+ 21.02%
$144.7 - $178.6 $60.5K - $74.7K
2.41K $424M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
173
+ 2.78%
$101.93 - $128.63 $17.6K - $22.3K
6.41K $824M
WMT
Walmart Inc.

Consumer Defensive
560
+ 10.07%
$81.79 - $99.98 $45.8K - $56K
6.12K $599M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
33
+ 1.19%
$171.4 - $227.1 $5.66K - $7.49K
2.81K $638M
AXP
American Express CO

Financial Services
100
+ 7.91%
$231.39 - $318.98 $23.1K - $31.9K
1.36K $435M
BAC
Bank Of America Corp

Financial Services
636
+ 7.42%
$34.39 - $47.46 $21.9K - $30.2K
9.21K $436M
Morgan Stanley ETF Trust
1.4K
+ 33.25%
N/A
5.61K $285M
ITA
Ishares Tr

ETFs
39
+ 2.89%
$135.31 - $188.64 $5.28K - $7.36K
1.39K $262M
XLF
Financial Sector Spdr

ETFs
420
+ 8.67%
$43.92 - $52.37 $18.4K - $22K
5.26K $276M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
270
+ 2.12%
$59.8 - $60.07 $16.1K - $16.2K
13K $778M
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 0.83%
$335.24 - $380.78 $8.72K - $9.9K
3.16K $1.16B
XOM
Exxon Mobil Corp

Energy
370
+ 13.51%
$99.93 - $119.04 $37K - $44K
3.11K $335M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
+ 4.08%
$483.48 - $539.8 $30.5K - $34K
1.61K $780M
ABBV
Abb Vie Inc.

Healthcare
300
+ 4.97%
$170.16 - $206.27 $51K - $61.9K
6.34K $1.18B
UNH
Unitedhealth Group Inc

Healthcare
83
+ 11.59%
$274.35 - $599.47 $22.8K - $49.8K
799 $249M
OKE
Oneok Inc

Energy
100
+ 1.04%
$78.71 - $100.37 $7.87K - $10K
9.71K $793M
Activity Summary
Buys All Purchases 45 New Holdings 10 Increased Positions 35 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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