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CIK: 0001932952
Total reported value
$1.6B
$1.6B
842 檔
34.5%
According to the latest 13F quarterly dataset, Armstrong Advisory Group, Inc managed an equity portfolio of $1.6B at the end of Q4 2024, spanning 842 distinct U.S. exchange-listed positions.
During Q4 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 842 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.19% | -4.71% | +4.46% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.26% | -0.27% | -15.53% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 8.44% | -0.04% | +79.91% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 8.42% | +1.49% | +3.10% | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 5.95% | +9.10% | +107.33% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.50% | +0.02% | +3.37% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.60% | -3.93% | +4.67% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 3.17% | -0.03% | +3.90% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.70% | -0.02% | +2.98% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.69% | +0.01% | +2.57% | |
| 11 | VOX | Vanguard Communication Servi | ETF-Other | 2.33% | -0.11% | +1.95% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.30% | — | +24359.66% | |
| 13 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 2.18% | — | +7.22% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.77% | +0.12% | +2.23% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | +0.06% | +8.61% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.67% | +0.04% | -1.07% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.63% | -0.10% | +9.81% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.35% | -0.06% | +3.62% | |
| 19 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.32% | — | +11.06% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.02% | +0.62% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.07% | +2.37% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.89% | -0.19% | +3.01% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.81% | +0.36% | +17672.39% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.03% | +5.22% | |
| 25 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.69% | -0.05% | -9.28% | |
| 26 | CPRT | Copart Inc | Stock-Industrials | 0.65% | -0.10% | -0.26% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.03% | +9.03% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.62% | -0.05% | +4.08% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.50% | -0.02% | -7.91% | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.49% | — | +2.70% | |
| 31 | XLB | Ss Materials Select Sector | ETF-Other | 0.41% | -0.03% | +1.53% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.39% | +0.03% | -6.19% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.07% | -0.63% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.07% | +2.05% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.32% | — | -3.32% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.32% | — | +5.37% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | — | +63.98% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.31% | -0.05% | +0.68% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | +0.01% | +2.04% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.17% | +0.08% | +7.80% | |
| 41 | HDV | Ishares Core High Dividend E | ETF-Other | 0.17% | -0.01% | +10.54% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.06% | -0.11% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | +0.06% | -0.29% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.16% | -0.01% | +0.02% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.15% | -0.01% | +3.69% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.14% | — | +0.19% | |
| 47 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.14% | -0.01% | +5.86% | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.14% | -0.02% | +0.23% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | — | +0.59% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-Other | 0.13% | — | +1.33% |
According to official SEC Form 13F filings, Armstrong Advisory Group, Inc reported a total U.S. public equity portfolio value of $1.6B across 842 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, BND, IEF) accounted for 34.5% of total reported equity market value during Q4 2024.
During Q4 2024, Armstrong Advisory Group, Inc's top holdings by market value included IVV (12.2%)、BND (10.3%)、IEF (8.4%). The largest single position, IVV, represented 12.2% of total portfolio value.
In Q4 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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