Centerpoint Advisory Group - Portfolio overview

Centerpoint Advisory Group has 118 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPMO - INVESCO EXCH TRADED FD TR II, 6.14%
2. NVDA - NVIDIA CORPORATION, 4.96%
3. PYLD - PIMCO ETF TR, 4.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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