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CIK: 0001932952
Total reported value
$1.6B
$1.6B
925 檔
32.5%
In Q2 2025, Armstrong Advisory Group, Inc's U.S. equity holdings reached a combined market value of $1.6B, distributed across 925 disclosed stock positions.
During Q2 2025, 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 925 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.56% | -4.71% | -13.35% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 8.50% | -3.93% | +141.42% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 7.45% | +1.49% | -12.58% | |
| 4 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 7.21% | -1.76% | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.66% | -0.27% | -33.13% | |
| 6 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 5.50% | +9.10% | -7.49% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.82% | -2.55% | +4174.04% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 3.42% | -0.06% | +4452.48% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 3.27% | -0.03% | +0.29% | |
| 10 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 2.71% | -0.30% | — | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.51% | -0.02% | +1.42% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-Other | 2.41% | +0.01% | -3.45% | |
| 13 | VOX | Vanguard Communication Servi | ETF-Other | 2.38% | -0.11% | -2.39% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.13% | -0.02% | — | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.07% | -0.02% | +33708.61% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.83% | +0.12% | -2.59% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | +0.06% | -0.43% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.55% | -0.02% | — | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.42% | -0.04% | -82.90% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.32% | -0.06% | +0.03% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.28% | +0.04% | -1.88% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.07% | -0.95% | |
| 23 | SPXT | Proshares S&p 500 Ex-technol | ETF-Tech | 0.94% | -1.46% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.03% | +4.85% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | -0.19% | -1.44% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.65% | -0.05% | +2.68% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.03% | -2.62% | |
| 28 | CPRT | Copart Inc | Stock-Industrials | 0.52% | -0.10% | -2.43% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | -51.48% | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.48% | — | +0.38% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.42% | -0.05% | -19.91% | |
| 32 | XLB | Ss Materials Select Sector | ETF-Other | 0.40% | -0.03% | -1.73% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | +0.07% | -1.02% | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.35% | — | -4.00% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | — | -1.77% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.07% | -4.74% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | — | -0.39% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.29% | -0.05% | -1.91% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.27% | +0.03% | -27.49% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.24% | -0.02% | -48.96% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | +0.01% | -1.01% | |
| 42 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.22% | -0.10% | -85.68% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.19% | -0.01% | +0.71% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | +0.02% | -96.60% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.19% | -0.01% | +11.46% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.18% | +0.08% | +14.71% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.06% | +0.09% | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.15% | -0.02% | -3.11% | |
| 49 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.14% | -0.01% | +4.29% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-Other | 0.14% | — | +14.81% |
According to official SEC Form 13F filings, Armstrong Advisory Group, Inc reported a total U.S. public equity portfolio value of $1.6B across 925 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEI, VGT) accounted for 32.5% of total reported equity market value during Q2 2025.
During Q2 2025, Armstrong Advisory Group, Inc's top holdings by market value included IVV (10.6%)、IEI (8.5%)、VGT (7.5%). The largest single position, IVV, represented 10.6% of total portfolio value.
In Q2 2025, 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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