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 | GE | GE AEROSPACE | Industrials | 3,886.0 | $1.5M | 0.09% | -33.0 | -0.8% | $373.77 | -8.6% |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 2,945.0 | $1.4M | 0.09% | -47.0 | -1.6% | $477.57 | -14.2% |
| 23 | HD | HOME DEPOT INC | Consumer Cyclical | 3,891.0 | $1.4M | 0.08% | -138.0 | -3.4% | $352.64 | -4.4% |
| 24 | MTUM | ISHARES TR | — | 3,829.0 | $1.3M | 0.08% | -133.0 | -3.4% | $342.81 | -12.4% |
| 25 | IEF | ISHARES TR | — | 13,733.0 | $1.3M | 0.08% | -6K | -29.3% | $94.57 | -1.6% |
| 26 | WMT | WALMART INC | Consumer Defensive | 9,784.0 | $1.1M | 0.07% | -3K | -23.7% | $113.26 | -7.5% |
| 27 | SDY | SPDR SERIES TRUST | — | 6,799.0 | $1.0M | 0.06% | -129.0 | -1.9% | $152.19 | +4.5% |
| 28 | ED | CONSOLIDATED EDISON INC | Utilities | 8,560.0 | $947K | 0.06% | -103.0 | -1.2% | $110.63 | -3.3% |
| 29 | HACK | AMPLIFY ETF TR | — | 8,528.0 | $895K | 0.05% | -1K | -13.2% | $104.93 | +4.9% |
| 30 | DTCR | GLOBAL X FDS | — | 27,803.0 | $844K | 0.05% | -40K | -58.7% | $30.37 | -8.0% |
| 31 | VGSH | VANGUARD SCOTTSDALE FDS | — | 14,494.0 | $844K | 0.05% | -647K | -97.8% | $58.20 | -0.1% |
| 32 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,948.0 | $810K | 0.05% | -363.0 | -15.7% | $415.67 | -4.7% |
| 33 | SPHY | SPDR SERIES TRUST | — | 34,224.0 | $802K | 0.05% | -1K | -3.9% | $23.44 | -0.6% |
| 34 | VLO | VALERO ENERGY CORP | Energy | 2,978.0 | $776K | 0.05% | -39.0 | -1.3% | $260.44 | +32.4% |
| 35 | V | VISA INC | Financial Services | 2,236.0 | $767K | 0.05% | -13.0 | -0.6% | $343.09 | +11.1% |
| 36 | CVX | CHEVRON CORPORATION | Energy | 4,609.0 | $764K | 0.05% | -64.0 | -1.4% | $165.75 | +22.1% |
| 37 | META | META PLATFORMS INC | Communication Services | 1,137.0 | $641K | 0.04% | -53.0 | -4.5% | $563.41 | -1.4% |
| 38 | T | AT&T INC | Communication Services | 29,888.0 | $619K | 0.04% | -3K | -8.9% | $20.70 | +24.1% |
| 39 | CHAT | TIDAL TRUST II | — | 6,231.0 | $615K | 0.04% | -1K | -15.0% | $98.67 | -13.1% |
| 40 | SHV | ISHARES TR | — | 5,497.0 | $607K | 0.04% | -223.0 | -3.9% | $110.36 | -0.0% |
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%