Fund Holdings — Centerpoint Advisory Group

Total Portfolio Value
$132.82M
Total Bought
$12.61M
Total Sold
$14.41M
Net Transaction
-$1.80M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
27,28267,160+39,8781,6354,0153.02%+2,380
PIMCO ETF TR
MULTISECTOR BD
153,161217,490+64,3294,0865,6984.29%+1,612
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
48,58594,263+45,6781,2752,4081.81%+1,134
AMERICAN CENTY ETF TR15,45623,149+7,6931,1901,8651.40%+675
INVESCO EXCH TRADED FD TR II65,13474,300+9,1667,7728,3306.27%+558
ISHARES TR01,441+1,44104740.36%+474
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
19,25924,789+5,5301,4451,8641.40%+419
CHEVRON CORPORATION(CVX)6,4336,463+309801,3371.01%+357
WISDOMTREE TR(WT)8,17311,708+3,5357631,1090.84%+347
ISHARES TR
CORE DIV GRWTH
35,32939,260+3,9312,4532,7552.07%+303
FIRST TR EXCHANGE-TRADED FD
STRUCTURED CR IN
013,886+13,88602870.22%+287
BERKSHIRE HATHAWAY INC DEL1,6372,219+5828231,0630.80%+241
DELL TECHNOLOGIES INC(DELL)01,400+1,40002300.17%+230
MERCK & CO INC(MRK)01,812+1,81202180.16%+218
ISHARES TR16,53318,731+2,1981,5191,7361.31%+217
FIRST TR EXCHANGE-TRADED FD
DJ GLBL DIVID
06,516+6,51602080.16%+208
UNION PAC CORP(UNP)0842+84202040.15%+204
AMERICAN CENTY ETF TR20,66620,907+2412,1082,3101.74%+202
GLOBAL X FDS
DEFENSE TECH ETF
02,845+2,84502020.15%+202
ASML HLDG NV
N Y REGISTRY SHS
259349+902774610.35%+184
VERTIV HOLDINGS CO(VRT)1,3301,586+2562153970.30%+182
ONEOK INC NEW(OKE)10,28410,28407569300.70%+174
PALANTIR TECHNOLOGIES INC(PLTR)1,2192,564+1,3452173750.28%+158
EXXON MOBIL CORP2,8592,739-1203444650.35%+121
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,9505,350+4002213280.25%+106
COSTCO WHOLESALE CORPORATION(COST)826816-107128130.61%+101
3M CO(MMM)1,9172,660+7433073860.29%+79
WALMART INC(WMT)5,9215,92106607360.55%+76
CATERPILLAR INC(CAT)745695-504274920.37%+66
DEERE & CO(DE)61361302853450.26%+60
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
7,0017,036+359691,0200.77%+51
IRON MTN INC DEL(IRM)2,5352,53502102590.19%+49
TAIWAN SEMICONDUCTOR MANUFAC(TSM)932966+342833260.25%+43
SOUTHERN COPPER CORP(SCCO)1,4011,411+102012430.18%+42
ETF SER SOLUTIONS
DEFIA QUANT ETF
3,2003,655+4553513920.30%+41
GEVO INC(GEVO)54,00054,00001081470.11%+39
ISHARES TR2,0932,210+1174494830.36%+34
SCHWAB STRATEGIC TR10,15810,15802793120.23%+33
ISHARES TR8,7788,77801,8461,8761.41%+29
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
5,8106,320+5102993210.24%+22
PACER FDS TR
US CASH COWS 100
11,04310,800-2436646760.51%+11
CUMMINS INC(CMI)40040002042150.16%+11
NETFLIX INC.(NFLX)6,4206,350-706026110.46%+9
AB ACTIVE ETFS INC
SHOR DU YIEL ETF
6,3706,570+2002292330.18%+4
ISHARES TR765865+1002122150.16%+3
PROCTER & GAMBLE CO(PG)2,4912,49103573600.27%+3
ISHARES TR2,7532,75302652680.20%+3
INVESCO EXCH TRADED FD TR II8,3478,34702932950.22%+2
RBB FD INC
F/M US TREASURY
5,2155,21502602600.20%-0
PNC FINL SVCS GROUP INC(PNC)1,3451,34502812800.21%-1
MAIA BIOTECHNOLOGY INC(MAIA)15,73015,730024220.02%-2
WISDOMTREE TR(WT)9,9749,949-254854790.36%-6
ISHARES TR1,8101,885+751,2391,2310.93%-8
VANGUARD INDEX FDS884897+132962880.22%-9
SELECT SECTOR SPDR TR
ST STR FINL ETF
6,5157,050+5353573480.26%-9
INVESCO EXCH TRD SLF IDX FD
RAFI STRATGIC US
19,49018,975-5151,1141,0990.83%-15
ISHARES TR1,7671,76702422260.17%-16
FIRST TR EXCHANGE-TRADED FD
FINLS ALPHADEX
3,9203,92002372200.17%-16
ADVANCED MICRO DEVICES INC(AMD)1,5731,57303373200.24%-17
ARISTA NETWORKS INC(ANET)1,7461,706-402292090.16%-19
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
8,0107,602-4084053850.29%-20
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
7,0607,06006846610.50%-22
FIRST TR EXCHANGE-TRADED FD1,8171,81704183920.30%-26
VANGUARD INDEX FDS1,0321,03206476170.46%-31
AB ACTIVE ETFS INC
ULTRA SHORT INCM
5,0404,346-6942542190.17%-35
STATE STR SPDR S&P 500 ETF T(SPY)376339-372562200.17%-36
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
8,6987,995-7034554170.31%-38
FIRST TR EXCHANGE-TRADED FD
HLTH CARE ALPH
4,8134,613-2005485060.38%-41
PROSHARES TR
S&P MDCP 400 DIV
2,9982,418-5802522090.16%-44
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
32,52431,784-7403,3313,2862.47%-46
WISDOMTREE TR(WT)30,38630,38602,7172,6692.01%-48
FIRST TR EXCHANGE-TRADED FD29,15628,556-6002,6972,6491.99%-48
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
7,7587,75808838350.63%-48
INVESCO QQQ TR1,1721,152-207206650.50%-55
WELLS FARGO & CO(WFC)4,1594,15903883310.25%-57
BANK AMERICA CORP9,2089,20805064490.34%-58
HOME DEPOT INC(HD)3,2133,183-301,1061,0470.79%-59
ELI LILLY & CO(LLY)373370-34013400.26%-61
ABBVIE INC(ABBV)5,9875,98701,3681,3020.98%-66
ALPHABET INC(GOOG)2,3882,338-507476720.51%-75
AMERICAN EXPRESS CO(AXP)1,3641,36405054130.31%-92
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
31,84630,996-8502,2122,1161.59%-96
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
3,6423,440-2029218170.62%-104
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
66,64365,966-6774,0743,9662.99%-108
FS CREDIT OPPORTUNITIES CORP(FSCO)62,07952,131-9,9483912660.20%-125
VANGUARD SPECIALIZED FUNDS25,21525,182-335,5425,4164.08%-126
TESLA INC(TSLA)1,4011,351-506305020.38%-128
ISHARES TR
INVT GRAD SY ETF
13,46510,758-2,7076154850.36%-130
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
35,53934,484-1,0552,2452,1151.59%-131
ABBOTT LABORATORIES2,8482,148-7003572210.17%-136
META PLATFORMS INC(META)1,2901,215-758526950.52%-156
ETF SER SOLUTIONS
DISTILLATE US
64,07562,326-1,7493,7743,6072.72%-167
ALPHABET INC(GOOG)5,2885,188-1001,6591,4881.12%-171
CROWDSTRIKE HLDGS INC(CRWD)2,3232,32301,0899070.68%-182
SPDR SERIES TRUST
ST LON TREAS ETF
34,81927,671-7,1489227280.55%-194
BOSTON SCIENTIFIC CORP(BSX)2,1510-2,1512050—-205
EMERSON ELEC CO(EMR)1,6040-1,6042130—-213
PROGRESSIVE CORP(PGR)9500-9502160—-216
SUPER MICRO COMPUTER INC(SMCI)7,5380-7,5382210—-221
FS KKR CAP CORP(FSK)43,59641,296-2,3006464200.32%-225
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Centerpoint Advisory Group — 13F Holdings — Q1 2026 | TickerTrail