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CIK: 0001932952
Total reported value
$1.7B
$1.7B
769 檔
23.9%
The Q1 2024 SEC filing reveals that Armstrong Advisory Group, Inc held a total portfolio value of $1.7B, covering 769 public equity positions.
During Q1 2024, Armstrong Advisory Group, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 769 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 11.72% | +3.27% | — | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 9.58% | +0.32% | — | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.25% | — | — | |
| 4 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 5.57% | -1.98% | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.37% | +8.73% | — | |
| 6 | VHT | Vanguard Health Care ETF | ETF-Other | 4.48% | +0.10% | — | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 4.05% | -0.01% | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.77% | +0.84% | — | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.42% | -0.15% | — | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.30% | -0.02% | — | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.22% | -3.48% | — | |
| 12 | VOX | Vanguard Communication Servi | ETF-Other | 2.81% | +0.07% | — | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.72% | -0.03% | — | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.63% | -0.17% | — | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.00% | -0.03% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.79% | +0.22% | — | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.66% | — | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | +0.01% | — | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 1.41% | +0.12% | — | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.38% | — | — | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.31% | -0.02% | — | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.01% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | +0.21% | — | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.90% | +0.12% | — | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.78% | -0.02% | — | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.77% | -0.07% | — | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.74% | — | — | |
| 28 | CPRT | Copart Inc | Stock-Industrials | 0.70% | -0.02% | — | |
| 29 | XLB | Ss Materials Select Sector | ETF-Other | 0.70% | -0.01% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.01% | — | |
| 31 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.56% | +0.06% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.02% | — | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.40% | +0.02% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | -0.01% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | — | — | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.29% | -0.04% | — | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.26% | -0.01% | — | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.23% | -0.01% | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | +0.01% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.18% | EXIT | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.18% | +0.01% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | +0.02% | — | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.15% | -0.01% | — | |
| 44 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.14% | — | — | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.14% | — | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | — | — | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | -0.01% | — | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.12% | — | — | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.11% | — | — | |
| 50 | PFF | Ishares Preferred & Income S | ETF-Other | 0.11% | -0.01% | — |
According to official SEC Form 13F filings, Armstrong Advisory Group, Inc reported a total U.S. public equity portfolio value of $1.7B across 769 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEF, VGT, SPYM) accounted for 23.9% of total reported equity market value during Q1 2024.
During Q1 2024, Armstrong Advisory Group, Inc's top holdings by market value included IEF (11.7%)、VGT (9.6%)、SPYM (6.3%). The largest single position, IEF, represented 11.7% of total portfolio value.
In Q1 2024, Armstrong Advisory Group, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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