Long-term investor

Centerpoint Advisory Group @centerpointadvisorygroup

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054093).

Record

  • Tracked since 2025-06-30 (446 days), 66 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.0% · 6 months n/a · 1 year +17.9% · all +17.9%
  • Max drawdown n/a · win rate 13% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46138E339 · 8.2% · long · since 2025-06-30
  • NVDA · 4.9% · long · since 2025-06-30
  • 72201R585 · 3.9% · long · since 2025-06-30
  • AAPL · 3.8% · long · since 2025-06-30
  • 921908844 · 3.6% · long · since 2025-06-30
  • 46654Q609 · 3.3% · long · since 2025-06-30
  • 87283Q867 · 3.0% · long · since 2025-06-30
  • 464287614 · 3.0% · long · since 2025-06-30
  • 46138J619 · 2.8% · long · since 2025-06-30
  • 33739Q408 · 2.5% · long · since 2025-06-30
  • 33738D879 · 2.3% · long · since 2025-06-30
  • 26922A321 · 2.2% · long · since 2025-06-30

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