Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | STAG | STAG INDL INC | Real Estate | 182 | $7K | — | SOLD |
| 22 | DHI | D R HORTON INC | Consumer Cyclical | 46 | $7K | — | SOLD |
| 23 | LII | LENNOX INTL INC | Industrials | 11 | $5K | — | SOLD |
| 24 | — | CONFLUENT INC | — | 175 | $5K | — | SOLD |
| 25 | SONY | SONY GROUP CORP | Technology | 205 | $5K | — | SOLD |
| 26 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 200 | $5K | — | SOLD |
| 27 | CNC | CENTENE CORP DEL | Healthcare | 127 | $5K | — | SOLD |
| 28 | AI | C3 AI INC | Technology | 330 | $4K | — | SOLD |
| 29 | BBAI | BIGBEAR AI HLDGS INC | Technology | 570 | $3K | — | SOLD |
| 30 | AEHR | AEHR TEST SYS | Technology | 134 | $3K | — | SOLD |
| 31 | FG | F&G ANNUITIES & LIFE INC | Financial Services | 78 | $2K | — | SOLD |
| 32 | TRMB | TRIMBLE INC | Technology | 30 | $2K | — | SOLD |
| 33 | ARKK | ARK ETF TR | — | 30 | $2K | — | SOLD |
| 34 | SCHQ | SCHWAB STRATEGIC TR | — | 70 | $2K | — | SOLD |
| 35 | VEEV | VEEVA SYS INC | Healthcare | 9 | $2K | — | SOLD |
| 36 | UPXI | UPEXI INC | Communication Services | 1,000 | $2K | — | SOLD |
| 37 | APH | AMPHENOL CORP NEW | Technology | 12 | $2K | — | SOLD |
| 38 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 17 | $1K | — | SOLD |
| 39 | NTLA | INTELLIA THERAPEUTICS INC | Healthcare | 144 | $1K | — | SOLD |
| 40 | PATH | UIPATH INC | Technology | 79 | $1K | — | SOLD |
Sector Allocation
Technology
24.7%
Financial Services
23.8%
Industrials
13.5%
Consumer Cyclical
9.6%
Healthcare
7.7%
Utilities
4.7%
Consumer Defensive
4.7%
Energy
4.6%
Communication Services
4.2%
Real Estate
1.5%