Centerpoint Advisory Group
109 holdingsFiling period: 2026-03-31Current AUM: $151.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | 74.3K | $8.3M | $10.7M | 7.04% | +9.2K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 38.6K | $6.7M | $7.8M | 5.10% | +359 | 2026-03-31 |
| 3 | PYLD | PIMCO ETF TR | 217.5K | $5.7M | $5.7M | 3.75% | +64.3K | 2026-03-31 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 25.2K | $5.4M | $6.0M | 3.97% | -33 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 20.4K | $5.2M | $6.3M | 4.16% | -1,030 | 2026-03-31 |
| 6 | JGRO | J P MORGAN EXCHANGE TRADED F | 54.1K | $4.6M | $5.0M | 3.27% | -1,296 | 2026-03-31 |
| 7 | IWF | ISHARES TR | 9.6K | $4.1M | $4.5M | 2.99% | +51 | 2026-03-31 |
| 8 | TCAF | T ROWE PRICE ETF INC | 113.5K | $4.0M | $4.7M | 3.10% | +1.5K | 2026-03-31 |
| 9 | FTSM | FIRST TR EXCHANGE-TRADED FD | 67.2K | $4.0M | $4.0M | 2.64% | +39.9K | 2026-03-31 |
| 10 | OMFL | INVESCO EXCH TRD SLF IDX FD | 66.0K | $4.0M | $4.6M | 3.01% | -677 | 2026-03-31 |
| 11 | DSTL | ETF SER SOLUTIONS | 62.3K | $3.6M | $4.1M | 2.68% | -1,749 | 2026-03-31 |
| 12 | XMHQ | INVESCO EXCHANGE TRADED FD T | 31.8K | $3.3M | $3.7M | 2.41% | -740 | 2026-03-31 |
| 13 | DGRO | ISHARES TR | 39.3K | $2.8M | $3.1M | 2.02% | +3.9K | 2026-03-31 |
| 14 | DGRW | WISDOMTREE TR | 30.4K | $2.7M | $2.9M | 1.93% | -- | 2026-03-31 |
| 15 | FTCS | FIRST TR EXCHANGE-TRADED FD | 28.6K | $2.6M | $2.8M | 1.86% | -600 | 2026-03-31 |
| 16 | AVGO | BROADCOM INC | 8.3K | $2.6M | $3.2M | 2.14% | +20 | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & CO | 8.6K | $2.5M | $3.0M | 1.99% | -- | 2026-03-31 |
| 18 | RDVI | FIRST TR EXCHANGE-TRADED FD | 94.3K | $2.4M | $2.8M | 1.81% | +45.7K | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 11.2K | $2.3M | $3.0M | 2.01% | -20 | 2026-03-31 |
| 20 | AVUV | AMERICAN CENTY ETF TR | 20.9K | $2.3M | $2.6M | 1.72% | +241 | 2026-03-31 |
| 21 | RDVY | FIRST TR EXCHANGE TRADED FD | 31.0K | $2.1M | $2.5M | 1.66% | -850 | 2026-03-31 |
| 22 | JQUA | J P MORGAN EXCHANGE TRADED F | 34.5K | $2.1M | $2.5M | 1.64% | -1,055 | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 5.4K | $2.0M | $2.5M | 1.65% | -14 | 2026-03-31 |
| 24 | IWD | ISHARES TR | 8.8K | $1.9M | $2.2M | 1.46% | -- | 2026-03-31 |
| 25 | AVEM | AMERICAN CENTY ETF TR | 23.1K | $1.9M | $2.1M | 1.36% | +7.7K | 2026-03-31 |
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