Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 3,964 | $896K | 0.06% | SOLD |
| 2 | SHY | ISHARES TR | — | 3,010 | $249K | 0.02% | SOLD |
| 3 | — | VANGUARD NY TAX FREE FDS | — | 1,926 | $197K | 0.01% | SOLD |
| 4 | INDA | ISHARES TR | — | 2,809 | $132K | 0.01% | SOLD |
| 5 | IDMO | INVESCO EXCH TRADED FD TR II | — | 1,480 | $81K | 0.01% | SOLD |
| 6 | DD | DUPONT DE NEMOURS INC | Basic Materials | 633 | $29K | 0.00% | SOLD |
| 7 | WSO | WATSCO INC | Industrials | 65 | $24K | 0.00% | SOLD |
| 8 | GIS | GENERAL MILLS INC | Consumer Defensive | 624 | $23K | 0.00% | SOLD |
| 9 | HRTG | HERITAGE INSURANCE HLDGS INC | Financial Services | 790 | $21K | 0.00% | SOLD |
| 10 | TGB | TASEKO MINES LTD | Basic Materials | 3,000 | $19K | 0.00% | SOLD |
| 11 | CCL | CARNIVAL CORP | Consumer Cyclical | 727 | $19K | 0.00% | SOLD |
| 12 | CTRA | COTERRA ENERGY INC | Energy | 496 | $17K | 0.00% | SOLD |
| 13 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 810 | $13K | 0.00% | SOLD |
| 14 | JIVE | J P MORGAN EXCHANGE TRADED F | — | 140 | $12K | 0.00% | SOLD |
| 15 | OKLO | OKLO INC | Utilities | 241 | $12K | 0.00% | SOLD |
| 16 | — | HOLOGIC INC | — | 150 | $11K | 0.00% | SOLD |
| 17 | — | NOVA MINERALS LTD | — | 1,925 | $11K | 0.00% | SOLD |
| 18 | AVSC | AMERICAN CENTY ETF TR | — | 157 | $10K | 0.00% | SOLD |
| 19 | RITM | RITHM CAPITAL CORP | Real Estate | 940 | $9K | 0.00% | SOLD |
| 20 | — | ONESTREAM INC | — | 370 | $9K | 0.00% | SOLD |
Sector Allocation
Technology
28.3%
Financial Services
24.1%
Industrials
12.5%
Consumer Cyclical
9.3%
Healthcare
8.2%
Utilities
4.5%
Consumer Defensive
4.3%
Energy
3.4%
Communication Services
3.0%
Real Estate
1.5%