13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001932952
Total reported value
$1.7B
$1.7B
784 檔
32.2%
During the Q3 2024 filing period, Armstrong Advisory Group, Inc (CIK: 0001932952) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 784 reported positions.
During Q3 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 784 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 13.16% | +8.73% | +12.10% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.86% | +0.84% | +30.64% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 8.00% | +0.32% | -13.42% | |
| 4 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 5.82% | -1.98% | +0.10% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.40% | — | -0.86% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.16% | +3.27% | -34.84% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.77% | — | +2126.18% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.69% | -3.48% | +12.45% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-Other | 3.02% | +0.10% | -20.91% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 2.97% | -0.01% | -21.40% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.43% | -0.15% | -19.66% | |
| 12 | VOX | Vanguard Communication Servi | ETF-Other | 2.23% | +0.07% | -16.44% | |
| 13 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 2.10% | — | +7.35% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.84% | -0.17% | -24.91% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.63% | +0.22% | -5.59% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | +0.01% | +1.00% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.54% | +0.12% | +1201.84% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.43% | -0.03% | -19.92% | |
| 19 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.24% | — | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.01% | -1.70% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | +0.21% | +0.57% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.92% | +0.12% | -24.12% | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.85% | -0.02% | -4.84% | |
| 24 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.81% | — | +4240.71% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.01% | +13.80% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.66% | -0.07% | -13.52% | |
| 27 | CPRT | Copart Inc | Stock-Industrials | 0.62% | -0.02% | -1.61% | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.57% | -0.02% | -0.48% | |
| 29 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.55% | -0.02% | -20.77% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.02% | +0.58% | |
| 31 | XLB | Ss Materials Select Sector | ETF-Other | 0.48% | -0.01% | -22.42% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | -0.01% | -3.07% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.41% | -0.03% | -83.12% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | — | +4.46% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.34% | +0.02% | +0.03% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | -0.01% | +11.25% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.31% | -0.04% | +0.96% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | -0.01% | — | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.19% | +0.01% | -1.63% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.18% | EXIT | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.05% | +1.96% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.17% | — | +4.60% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-Other | 0.16% | — | +10.26% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | +0.02% | -0.50% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | +0.01% | +0.65% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.15% | -0.01% | +8.42% | |
| 47 | WM | Waste Management Inc | Stock-Industrials | 0.15% | -0.01% | — | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.15% | — | +0.80% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-Other | 0.14% | -0.01% | +15.39% | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.14% | — | +8.36% |
According to official SEC Form 13F filings, Armstrong Advisory Group, Inc reported a total U.S. public equity portfolio value of $1.7B across 784 disclosed positions in Q3 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 BND, IVV, VGT) accounted for 32.2% of total reported equity market value during Q3 2024.
During Q3 2024, Armstrong Advisory Group, Inc's top holdings by market value included BND (13.2%)、IVV (11.9%)、VGT (8.0%). The largest single position, BND, represented 13.2% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.