Centerpoint Advisory Group New Holdings in Q4 2024

Centerpoint Advisory Group

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
666
New
$727.2 - $932.06 $484K - $621K
666 $514M
J P Morgan Exchange Traded F
9.81K
New
N/A
9.81K $505M
UNH
Unitedhealth Group Inc

Healthcare
905
New
$485.52 - $625.25 $439K - $566K
905 $458M
IHDG
Wisdomtree Tr

ETFs
10.1K
New
$43.38 - $46.0 $439K - $465K
10.1K $440M
NFLX
Netflix Inc

Communication Services
484
New
$687.65 - $936.56 $333K - $453K
484 $431M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
16.2K
New
$25.34 - $25.59 $411K - $415K
16.2K $412M
BAC
Bank Of America Corp

Financial Services
8.85K
New
$39.22 - $47.77 $347K - $423K
8.85K $389M
EOG
Eog Resources Inc

Energy
3.15K
New
$118.22 - $136.54 $372K - $430K
3.15K $386M
TSLA
Tesla, Inc.

Consumer Cyclical
953
New
$213.65 - $479.86 $204K - $457K
953 $385M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
8.63K
New
$43.84 - $48.76 $378K - $421K
8.63K $380M
CAT
Caterpillar Inc

Industrials
1.02K
New
$360.37 - $416.88 $368K - $425K
1.02K $370M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.1K
New
$26.93 - $84.95 $353K - $1.11M
13.1K $359M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.86K
New
$185.87 - $204.12 $346K - $380K
1.86K $350M
GOOGL
Alphabet Inc.

Communication Services
1.69K
New
$161.86 - $196.66 $273K - $332K
1.69K $320M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.8K
New
$79.95 - $89.42 $304K - $340K
3.8K $318M
JPSE
J P Morgan Diversified Return

ETFs
6.63K
New
$46.77 - $51.7 $310K - $343K
6.63K $310M
AMGN
Amgen Inc

Healthcare
1.15K
New
$258.78 - $328.31 $298K - $379K
1.15K $301M
CBSH
Commerce Bancshares Inc

Financial Services
4.7K
New
$57.04 - $74.36 $268K - $350K
4.7K $293M
WFC
Wells Fargo & Company

Financial Services
4.16K
New
$54.98 - $77.35 $229K - $322K
4.16K $292M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
5.84K
New
N/A
5.84K $291M
XOM
Exxon Mobil Corp

Energy
2.68K
New
$105.51 - $125.37 $283K - $336K
2.68K $289M
BMY
Bristol Myers Squibb CO

Healthcare
5.03K
New
$51.92 - $59.94 $261K - $301K
5.03K $284M
MRK
Merck & Co., Inc.

Healthcare
2.81K
New
$96.31 - $114.76 $271K - $323K
2.81K $280M
BX
Blackstone Inc.

Financial Services
1.6K
New
$148.45 - $199.05 $237K - $318K
1.6K $275M
IRM
Iron Mountain Inc

Real Estate
2.59K
New
$101.62 - $128.14 $263K - $331K
2.59K $272M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.41K
New
$178.39 - $215.0 $251K - $302K
1.41K $271M
XLE
Energy Sector Spdr

ETFs
3.04K
New
$83.32 - $97.27 $254K - $296K
3.04K $261M
MMM
3 M CO

Industrials
1.92K
New
$124.74 - $137.12 $239K - $263K
1.92K $247M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
2.67K
New
$90.74 - $103.94 $242K - $278K
2.67K $244M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3K
New
$80.18 - $88.79 $240K - $266K
3K $242M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.8K
New
$116.4 - $138.52 $210K - $249K
1.8K $228M
CMI
Cummins Inc

Industrials
630
New
$324.93 - $383.42 $205K - $242K
630 $220M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
7.7K
New
$28.33 - $31.77 $218K - $245K
7.7K $218M
FXO
First Tr Exchange Traded Fd Fi

ETFs
3.92K
New
$50.63 - $59.0 $198K - $231K
3.92K $212M
XLF
Financial Sector Spdr

ETFs
4.31K
New
$44.89 - $51.34 $193K - $221K
4.31K $208M
AMD
Advanced Micro Devices Inc

Technology
1.71K
New
$118.88 - $172.8 $204K - $296K
1.71K $207M
GEVO
Gevo, Inc.

Basic Materials
36K
New
$1.38 - $3.29 $49.7K - $118K
36K $75.2M
Activity Summary
Buys All Purchases 88 New Holdings 88 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Centerpoint Advisory Group Portfolio

Follow Centerpoint Advisory Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centerpoint Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Centerpoint Advisory Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email