Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | ZM | ZOOM COMMUNICATIONS INC | Technology | 250.0 | $22K | 0.00% | NEW | — | $86.31 | +24.5% |
| 22 | IXUS | ISHARES TR | — | 222.0 | $21K | 0.00% | NEW | — | $95.44 | +2.6% |
| 23 | — | TREKOR METALS LTD | — | 3,000.0 | $21K | 0.00% | NEW | — | $6.88 | — |
| 24 | URNM | SPROTT FDS TR | — | 345.0 | $18K | 0.00% | NEW | — | $52.59 | +10.6% |
| 25 | POWL | POWELL INDS INC | Industrials | 57.0 | $16K | 0.00% | NEW | — | $286.37 | -31.0% |
| 26 | TDTT | FLEXSHARES TR | — | 577.0 | $14K | 0.00% | NEW | — | $23.91 | -1.3% |
| 27 | — | DUPONT DE NEMOURS INC | — | 99.0 | $13K | 0.00% | NEW | — | $135.65 | — |
| 28 | CWST | CASELLA WASTE SYS INC | Industrials | 133.0 | $13K | 0.00% | NEW | — | $96.98 | -5.1% |
| 29 | CARL | CARLSMED INC | Healthcare | 1,234.0 | $13K | 0.00% | NEW | — | $10.38 | +54.6% |
| 30 | JETS | ETF SER SOLUTIONS | — | 353.0 | $12K | 0.00% | NEW | — | $33.22 | -11.0% |
| 31 | — | CARNIVAL CORP LTD | — | 401.0 | $11K | 0.00% | NEW | — | $28.54 | — |
| 32 | MORT | VANECK ETF TRUST | — | 1,096.0 | $11K | 0.00% | NEW | — | $10.36 | -4.4% |
| 33 | AIPO | TIDAL TRUST II | — | 330.0 | $11K | 0.00% | NEW | — | $33.41 | -13.5% |
| 34 | RKLB | ROCKET LAB CORP | Industrials | 106.0 | $11K | 0.00% | NEW | — | $101.65 | -28.6% |
| 35 | UFO | PROCURE ETF TRUST II | — | 200.0 | $10K | 0.00% | NEW | — | $50.67 | -9.4% |
| 36 | RXST | RXSIGHT INC | Healthcare | 2,000.0 | $10K | 0.00% | NEW | — | $4.82 | +29.7% |
| 37 | GUNR | FLEXSHARES TR | — | 188.0 | $9K | 0.00% | NEW | — | $49.28 | +15.5% |
| 38 | — | NOVA MINERALS CORP | — | 1,925.0 | $9K | 0.00% | NEW | — | $4.72 | — |
| 39 | DOCU | DOCUSIGN INC | Technology | 200.0 | $9K | 0.00% | NEW | — | $44.42 | +39.6% |
| 40 | NFRA | FLEXSHARES TR | — | 134.0 | $9K | 0.00% | NEW | — | $64.13 | +3.0% |
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
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%