Centerpoint-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SMCI",
  "MMM",
  "ABBV",
  "GOOGL",
  "AXP",
  "BLK",
  "CAT",
  "AVGO",
  "AVEM",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  "EOG",
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  "FSCO",
  "GEVO",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "BX",
  "IWD",
  "OKE",
  null,
  null,
  "IWF",
  "PNC",
  "IRM",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  "AMGN",
  null,
  null,
  null,
  null,
  "NOW",
  null,
  null,
  null,
  null,
  null,
  "VIG",
  null,
  "FSK",
  "AMZN",
  null,
  null,
  null,
  null,
  "VOO",
  "WMT",
  "WFC",
  null,
  null,
  null,
  null,
  "SCHD",
  null,
  null,
  "DGRO",
  null,
  "BAC",
  "BRK-B",
  "BMY",
  "CVX",
  "CBSH",
  "COST",
  "CRWD",
  "DE",
  "QQQ",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 94
Total Value: 101680476
Accession Number: 0001667731-25-000479
Form Type: 13F-HR
CIK: centerpoint-advisory-group
Manager Name: Centerpoint-Advisory-Group

Data Enrichment

55% identified

52 identified42 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $101.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:7.8K

Value:$1.9M

% of Portfolio:1.9% ($1.9M/$101.7M)

Broadcom Inc.

AVGO|11135F101

Shares:7.9K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$101.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:6.0K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$101.7M)

78464A664

Shares:43.3K

Value:$1.2M

% of Portfolio:1.2% ($1.2M/$101.7M)

HOME DEPOT, INC.

HD|437076102

Shares:3.1K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$101.7M)

46138J742

Shares:23.0K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$101.7M)

FS KKR Capital Corp

FSK|302635206

Shares:52.2K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$101.7M)

CHEVRON CORP

CVX|166764100

Shares:6.5K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$101.7M)

Alphabet Inc.

GOOG|02079K107

Shares:6.2K

Value:$971.6K

% of Portfolio:1.0% ($971.6K/$101.7M)

ONEOK INC /NEW/

OKE|682680103

Shares:9.6K

Value:$953.4K

% of Portfolio:0.9% ($953.4K/$101.7M)

025072604

AVEM|025072604

Shares:14.5K

Value:$872.6K

% of Portfolio:0.9% ($872.6K/$101.7M)

BlackRock, Inc.

BLK|09290D101

Shares:869

Value:$822.5K

% of Portfolio:0.8% ($822.5K/$101.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.5K

Value:$821.8K

% of Portfolio:0.8% ($821.8K/$101.7M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:2.3K

Value:$819.0K

% of Portfolio:0.8% ($819.0K/$101.7M)

464287200

IVV|464287200

Shares:1.4K

Value:$766.4K

% of Portfolio:0.8% ($766.4K/$101.7M)

33739Q408

Shares:12.7K

Value:$761.3K

% of Portfolio:0.7% ($761.3K/$101.7M)

69374H881

Shares:13.7K

Value:$750.7K

% of Portfolio:0.7% ($750.7K/$101.7M)

46435G219

Shares:15.9K

Value:$713.5K

% of Portfolio:0.7% ($713.5K/$101.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.2K

Value:$711.7K

% of Portfolio:0.7% ($711.7K/$101.7M)

46137V464

Shares:6.2K

Value:$709.1K

% of Portfolio:0.7% ($709.1K/$101.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	7.8K	QoQ +1.79% (+137) YoY-	All Managers (Combined)	$1.9M	1.9% ($1.9M/$101.7M)	QoQ +4.16% (+$76.4K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	7.9K	QoQ +20.86% (-1.4K) YoY-	All Managers (Combined)	$1.3M	1.3% ($1.3M/$101.7M)	QoQ -12.71% (-$193.6K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	6.0K	QoQ -1.40% (-86) YoY-	All Managers (Combined)	$1.3M	1.2% ($1.3M/$101.7M)	QoQ +16.25% (-$176.9K) YoY-
(cusip78464A664)✕	43.3K	QoQ -24.28% (-13.9K) YoY-	All Managers (Combined)	$1.2M	1.2% ($1.2M/$101.7M)	QoQ -21.19% (-$317.1K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	3.1K	QoQ +3.83% (-116) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$101.7M)	QoQ -2.16% (-$25.5K) YoY-
(cusip46138J742)✕	23.0K	QoQ -0.55% (-128) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$101.7M)	QoQ -1.17% (-$13.5K) YoY-
FS KKR Capital Corp(FSKcusip302635206)	52.2K	QoQ -1.27% (-675) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$101.7M)	QoQ -4.77% (-$54.8K) YoY-
CHEVRON CORP(CVXcusip166764100)	6.5K	QoQ +0.18% (+12) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$101.7M)	QoQ +15.71% (+$147.1K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	6.2K	QoQ -4.23% (-275) YoY-	All Managers (Combined)	$971.6K	1.0% ($971.6K/$101.7M)	QoQ -21.43% (-$265.1K) YoY-
ONEOK INC /NEW/(OKEcusip682680103)	9.6K	QoQ -3.02% (-300) YoY-	All Managers (Combined)	$953.4K	0.9% ($953.4K/$101.7M)	QoQ -4.16% (-$41.5K) YoY-
(AVEMcusip025072604)	14.5K	QoQ -12.44% (-2.1K) YoY-	All Managers (Combined)	$872.6K	0.9% ($872.6K/$101.7M)	QoQ -10.38% (-$101.2K) YoY-
BlackRock, Inc.(BLKcusip09290D101)	869	QoQ NEW(+869) YoY-	All Managers (Combined)	$822.5K	0.8% ($822.5K/$101.7M)	QoQ NEW(+$822.5K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.5K	QoQ +1.44% (+22) YoY-	All Managers (Combined)	$821.8K	0.8% ($821.8K/$101.7M)	QoQ +19.19% (+$132.3K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	2.3K	QoQ +12.05% (+250) YoY-	All Managers (Combined)	$819.0K	0.8% ($819.0K/$101.7M)	QoQ +15.47% (+$109.7K) YoY-
(IVVcusip464287200)	1.4K	QoQ +8.25% (+104) YoY-	All Managers (Combined)	$766.4K	0.8% ($766.4K/$101.7M)	QoQ +3.35% (+$24.8K) YoY-
(cusip33739Q408)✕	12.7K	QoQ -2.43% (-317) YoY-	All Managers (Combined)	$761.3K	0.7% ($761.3K/$101.7M)	QoQ -2.31% (-$18.1K) YoY-
(cusip69374H881)✕	13.7K	QoQ -5.25% (-761) YoY-	All Managers (Combined)	$750.7K	0.7% ($750.7K/$101.7M)	QoQ -8.14% (-$66.6K) YoY-
(cusip46435G219)✕	15.9K	QoQ -1.14% (-184) YoY-	All Managers (Combined)	$713.5K	0.7% ($713.5K/$101.7M)	QoQ +0.29% (-$2.1K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	4.2K	QoQ +0.96% (+40) YoY-	All Managers (Combined)	$711.7K	0.7% ($711.7K/$101.7M)	QoQ +2.63% (+$18.3K) YoY-
(cusip46137V464)✕	6.2K	QoQ -10.00% (-693) YoY-	All Managers (Combined)	$709.1K	0.7% ($709.1K/$101.7M)	QoQ -17.12% (-$146.5K) YoY-