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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PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.4K

Value:$247.0K

% of Portfolio:0.2% ($247.0K/$101.7M)

74347B680

Shares:3.0K

Value:$241.8K

% of Portfolio:0.2% ($241.8K/$101.7M)

81369Y605

Shares:4.8K

Value:$241.2K

% of Portfolio:0.2% ($241.2K/$101.7M)

26922A420

Shares:3.1K

Value:$234.8K

% of Portfolio:0.2% ($234.8K/$101.7M)

Blackstone Inc.

BX|09260D107

Shares:1.6K

Value:$223.2K

% of Portfolio:0.2% ($223.2K/$101.7M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:2.5K

Value:$218.1K

% of Portfolio:0.2% ($218.1K/$101.7M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.2K

Value:$217.0K

% of Portfolio:0.2% ($217.0K/$101.7M)

61774R841

Shares:4.2K

Value:$213.2K

% of Portfolio:0.2% ($213.2K/$101.7M)

33734X135

Shares:3.9K

Value:$207.8K

% of Portfolio:0.2% ($207.8K/$101.7M)

464288760

Shares:1.3K

Value:$206.4K

% of Portfolio:0.2% ($206.4K/$101.7M)

46138E842

Shares:2.6K

Value:$203.5K

% of Portfolio:0.2% ($203.5K/$101.7M)

46138E214

Shares:6.8K

Value:$202.1K

% of Portfolio:0.2% ($202.1K/$101.7M)

69374H857

Shares:5.4K

Value:$200.7K

% of Portfolio:0.2% ($200.7K/$101.7M)

Gevo, Inc.

GEVO|374396406

Shares:56.0K

Value:$65.0K

% of Portfolio:0.1% ($65.0K/$101.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$247.0K	0.2% ($247.0K/$101.7M)	QoQ -8.85% (-$24.0K) YoY-
(cusip74347B680)✕	3.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$241.8K	0.2% ($241.8K/$101.7M)	QoQ -0.01% (-$30) YoY-
(cusip81369Y605)✕	4.8K	QoQ +12.34% (+532) YoY-	All Managers (Combined)	$241.2K	0.2% ($241.2K/$101.7M)	QoQ +15.78% (+$32.9K) YoY-
(cusip26922A420)✕	3.1K	QoQ NEW(+3.1K) YoY-	All Managers (Combined)	$234.8K	0.2% ($234.8K/$101.7M)	QoQ NEW(+$234.8K) YoY-
Blackstone Inc.(BXcusip09260D107)	1.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$223.2K	0.2% ($223.2K/$101.7M)	QoQ -18.93% (-$52.1K) YoY-
IRON MOUNTAIN INC(IRMcusip46284V101)	2.5K	QoQ -1.93% (-50) YoY-	All Managers (Combined)	$218.1K	0.2% ($218.1K/$101.7M)	QoQ -19.72% (-$53.6K) YoY-
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.2K	QoQ NEW(+2.2K) YoY-	All Managers (Combined)	$217.0K	0.2% ($217.0K/$101.7M)	QoQ NEW(+$217.0K) YoY-
(cusip61774R841)✕	4.2K	QoQ NEW(+4.2K) YoY-	All Managers (Combined)	$213.2K	0.2% ($213.2K/$101.7M)	QoQ NEW(+$213.2K) YoY-
(cusip33734X135)✕	3.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$207.8K	0.2% ($207.8K/$101.7M)	QoQ -2.08% (-$4.4K) YoY-
(cusip464288760)✕	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$206.4K	0.2% ($206.4K/$101.7M)	QoQ NEW(+$206.4K) YoY-
(cusip46138E842)✕	2.6K	QoQ -2.24% (-60) YoY-	All Managers (Combined)	$203.5K	0.2% ($203.5K/$101.7M)	QoQ -16.49% (-$40.2K) YoY-
(cusip46138E214)✕	6.8K	QoQ -12.33% (-950) YoY-	All Managers (Combined)	$202.1K	0.2% ($202.1K/$101.7M)	QoQ -7.32% (-$16.0K) YoY-
(cusip69374H857)✕	5.4K	QoQ -38.00% (-3.3K) YoY-	All Managers (Combined)	$200.7K	0.2% ($200.7K/$101.7M)	QoQ -47.17% (-$179.2K) YoY-
Gevo, Inc.(GEVOcusip374396406)	56.0K	QoQ +55.55% (-20.0K) YoY-	All Managers (Combined)	$65.0K	0.1% ($65.0K/$101.7M)	QoQ -13.66% (-$10.3K) YoY-