Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | IUSG | ISHARES TR | — | 1,211.0 | $203K | 0.01% | NEW | — | $167.90 | +12.5% |
| 222 | XYL | XYLEM INC | Industrials | 1,475.0 | $201K | 0.01% | NEW | — | $136.18 | -18.4% |
| 223 | QQQI | NEOS ETF TRUST | — | 3,707.0 | $200K | 0.01% | NEW | — | $53.86 | +5.5% |
| 224 | BSSX | INVESCO EXCH TRD SLF IDX FD | — | 7,700.0 | $199K | 0.01% | NEW | — | $25.86 | -1.2% |
| 225 | GILD | GILEAD SCIENCES INC | Healthcare | 1,606.0 | $197K | 0.01% | NEW | — | $122.74 | +8.9% |
| 226 | IEFA | ISHARES TR | — | 2,201.0 | $197K | 0.01% | NEW | — | $89.46 | +9.5% |
| 227 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 1,426.0 | $197K | 0.01% | NEW | — | $137.80 | -4.4% |
| 228 | MRK | MERCK & CO INC | Healthcare | 1,833.0 | $193K | 0.01% | NEW | — | $105.26 | +14.2% |
| 229 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 1,304.0 | $189K | 0.01% | NEW | — | $144.76 | -82.0% |
| 230 | VDE | VANGUARD WORLD FD | — | 1,486.0 | $187K | 0.01% | NEW | — | $125.91 | +27.7% |
| 231 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 7,730.0 | $186K | 0.01% | NEW | — | $24.02 | +54.8% |
| 232 | SNSR | GLOBAL X FDS | — | 4,983.0 | $184K | 0.01% | NEW | — | $36.96 | +38.4% |
| 233 | PH | PARKER-HANNIFIN CORP | Industrials | 209.0 | $184K | 0.01% | NEW | — | $878.96 | -2.5% |
| 234 | IYW | ISHARES TR | — | 919.0 | $184K | 0.01% | NEW | — | $199.68 | +23.4% |
| 235 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 582.0 | $181K | 0.01% | NEW | — | $310.24 | +24.4% |
| 236 | BA | BOEING CO | Industrials | 830.0 | $180K | 0.01% | NEW | — | $217.17 | +3.3% |
| 237 | MMM | 3M CO | Industrials | 1,126.0 | $180K | 0.01% | NEW | — | $160.07 | -3.1% |
| 238 | HRB | BLOCK H & R INC | Consumer Cyclical | 4,110.0 | $179K | 0.01% | NEW | — | $43.58 | -11.2% |
| 239 | MSEX | MIDDLESEX WTR CO | Utilities | 3,541.0 | $179K | 0.01% | NEW | — | $50.41 | +4.5% |
| 240 | TIP | ISHARES TR | — | 1,618.0 | $178K | 0.01% | NEW | — | $109.92 | +0.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
26.9%
Financial Services
23.6%
Industrials
13.0%
Consumer Cyclical
9.5%
Healthcare
8.7%
Consumer Defensive
4.5%
Communication Services
4.1%
Utilities
4.1%
Energy
3.4%
Real Estate
1.5%