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Home > Institutional Investor > Centerpoint Advisory Group > Profile

Instuitional Investor - Centerpoint Advisory Group

Fund Profile
Filing Period:
Fund Name: Centerpoint Advisory Group
Portfolio Value $101,680,476
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 68,845 $5,080,088 5%
2.
Vanguard Specialized Funds - DIV APP ETF
 26,033 $5,050,151 4.97%
3.
Apple Inc.
 AAPL 22,009 $4,888,748 4.81%
4.
Nvidia Corp
 NVDA 39,398 $4,269,955 4.2%
5.
Etf Ser Solutions
 76,796 $4,165,413 4.1%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)