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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 $103,391,632
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 24,058 $6,024,730 5.82%
2.
J P Morgan Exchange Traded F
 68,678 $5,564,987 5.38%
3.
Vanguard Specialized Funds - DIV APP ETF
 26,938 $5,275,275 5.1%
4.
Nvidia Corp
 NVDA 38,455 $5,164,124 4.99%
5.
Invesco Exch Trd Slf Idx Fd
 89,679 $4,863,310 4.7%
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)