• 13F History

Centerpoint Advisory Group

13F Filings History

Latest 13F report
Q1 2025 - Apr 22, 2025
Value $
$102M
Signature - Title
Alan Rickert - Investment Adviser Representative
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Centerpoint Advisory Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Centerpoint Advisory Group reported 94 stock holdings with total value $102M as of Q1 2025. Top holdings included JGRO, VIG, AAPL, NVDA, and DSTL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 94 $102M +$7.3M -$4.27M +$3.03M JGRO, VIG, AAPL, NVDA, DSTL 13F-HR 4/22/2025, 05:10 PM
Q4 2024 88 $103M $0 $0 AAPL, JGRO, VIG, NVDA, OMFL 13F-HR 1/30/2025, 03:07 PM