Centerpoint Advisory Group
RIA/Wealth
Centerpoint Advisory Group is a RIA/Wealth based in Overland Park, KS led by Alan Mark Rickert, reporting $236.8M in AUM as of Q3 2025 with 59% ETF concentration.
Managing PartnerAlan Mark Rickert
- Portfolio Value
- $128.5M
- Positions
- 108
- Top Holding
- NVDA at 6.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Centerpoint Advisory Group's portfolio (40.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $7.8M | 6.07% | -$61.0K Sold | 0.00% 41.8K shares | |
ETF ETF | $6.8M | 5.30% | +$2.0M Bought | — 56.2K shares | |
Unknown Unknown | $5.5M | 4.28% | -$81.6K Sold | — 25.5K shares | |
Consumer Electronics Technology | $5.5M | 4.26% | -$80.0K Sold | 0.00% 21.5K shares | |
ETF ETF | $5.5M | 4.25% | -$562.2K Sold | — 58.2K shares | |
ETF ETF | $4.5M | 3.48% | +$142.9K Bought | — 9.5K shares | |
ETF ETF | $4.2M | 3.29% | -$257.6K Sold | — 70.2K shares | |
ETF ETF | $4.0M | 3.10% | +$300.3K Bought | — 105.7K shares | |
ETF ETF | $4.0M | 3.10% | -$399.3K Sold | — 68.6K shares | |
ETF ETF | $3.8M | 2.98% | +$1.4M Bought | — 142.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Centerpoint Advisory Group's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-25.03% | |
-24.89% |
Analytics
Portfolio insights and performance metrics for Centerpoint Advisory Group
GthenA