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CIK: 0001932952
Total reported value
$1.6B
$1.6B
790 檔
30.9%
According to the latest 13F quarterly dataset, Armstrong Advisory Group, Inc managed an equity portfolio of $1.6B at the end of Q2 2024, spanning 790 distinct U.S. exchange-listed positions.
During Q2 2024, Armstrong Advisory Group, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BND, VGT, IVV) accounted for 30.9% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 790 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 12.03% | -0.27% | +151.01% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 9.70% | +1.49% | -6.80% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.20% | -4.71% | +133.49% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 8.08% | -0.04% | -22.16% | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 5.87% | +9.10% | +1.76% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.52% | +0.02% | -15.36% | |
| 7 | VHT | Vanguard Health Care ETF | ETF-Other | 3.85% | +0.01% | -11.11% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 3.66% | -0.03% | -9.20% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.39% | -3.93% | +17.12% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.94% | -0.02% | -7.46% | |
| 11 | VOX | Vanguard Communication Servi | ETF-Other | 2.71% | -0.11% | -9.87% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.39% | +0.03% | -5.80% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 2.36% | +0.12% | -7.78% | |
| 14 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 2.05% | — | — | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.76% | -0.06% | -9.23% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.67% | +0.04% | -6.21% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | +0.06% | -2.16% | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 1.34% | -0.19% | -3.85% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.07% | +2.84% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.02% | -8.01% | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.96% | -0.05% | -7.77% | |
| 22 | CPRT | Copart Inc | Stock-Industrials | 0.70% | -0.10% | -1.05% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.69% | -0.05% | -8.51% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.03% | +0.35% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.63% | — | -6.55% | |
| 26 | XLB | Ss Materials Select Sector | ETF-Other | 0.61% | -0.03% | -7.32% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.59% | -0.02% | -79.85% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.03% | +5.13% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.07% | -3.14% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.07% | -1.83% | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.32% | — | -4.52% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.31% | -0.05% | -1.68% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.28% | — | +26.14% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | +0.01% | -5.25% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.06% | +1.47% | |
| 36 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.19% | — | -61.42% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | — | +1052.51% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.18% | -0.01% | +0.16% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.18% | -2.55% | -85.84% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.16% | -0.02% | -0.68% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.16% | +0.08% | +55.90% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | +0.06% | -18.25% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | — | -3.78% | |
| 44 | HDV | Ishares Core High Dividend E | ETF-Other | 0.15% | -0.01% | +42.01% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.15% | — | +819.22% | |
| 46 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.14% | -0.01% | +25.59% | |
| 47 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.13% | — | -13.12% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.13% | -0.10% | -84.65% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-Other | 0.13% | — | +27.89% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.13% | -0.01% | -0.13% |
According to official SEC Form 13F filings, Armstrong Advisory Group, Inc reported a total U.S. public equity portfolio value of $1.6B across 790 disclosed positions in Q2 2024.
During Q2 2024, Armstrong Advisory Group, Inc's top holdings by market value included BND (12.0%)、VGT (9.7%)、IVV (9.2%). The largest single position, BND, represented 12.0% of total portfolio value.
In Q2 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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