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Centerpoint Advisory Group
Centerpoint Advisory Group LLC is a registered investment adviser headquartered in Overland Park, Kansas. The firm was founded in 2011 and has approximately 7 employees. Centerpoint serves primarily high net worth individuals, with some individual and pension plan clients, managing both discretionary and non-discretionary accounts. With an AUM of $236.8 million as of February 2025, the firm offers personalized portfolio management and wealth advisory services tailored to each client's objectives.
Investment Strategy
Centerpoint Advisory Group focuses on providing personalized portfolio management and investment advisory services for high net worth individuals and select institutions. The firm's investment strategy emphasizes diversification across equity and fixed income securities, with holdings in prominent companies such as Nvidia, Apple, Microsoft, JPMorgan Chase, and Amazon. Their approach centers on long-term capital appreciation through prudent asset allocation and active management tailored to each client's risk tolerance and financial goals.
Latest 13F Filing Activity
Centerpoint Advisory Group filed their most recent 13F report on Jun 30, 2025 disclosing 100 equity positions with a total 13F market value of $115M. The fund increased holdings in Nvidia Corporation, Invesco Exch Traded FD TR II, Broadcom Inc. among other positions. Centerpoint Advisory Group reduced exposure to Apple Inc., Amgen Inc., Bristol-myers Squibb Co. among others.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.77% | $6.7M | 42,124 | $135.24 | $157.99 | +$2.4M |
J JGRO | J P MORGAN EXCHANGE TRADED F | 4.80% | $5.5M | 64,239 | $81.01 | $86.07 | +$449.0K |
V VIG | VANGUARD SPECIALIZED FUNDS | 4.59% | $5.3M | 25,868 | $195.83 | $204.67 | +$244.3K |
S SPMO | INVESCO EXCH TRADED FD TR II | 3.91% | $4.5M | 40,055 | $101.14 | $112.47 | +$2.2M |
A AAPL | APPLE INC | 3.88% | $4.5M | 21,787 | $250.42 | $205.17 | -$418.8K |
Industry Allocation
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