Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | TSLA | TESLA INC | Consumer Cyclical | 913.0 | $384K | 0.02% | -56.0 | -5.8% | $420.60 | -17.0% |
| 182 | ABT | ABBOTT LABORATORIES | Healthcare | 4,215.0 | $383K | 0.02% | -177.0 | -4.0% | $90.75 | +28.6% |
| 183 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 11,134.0 | $379K | 0.02% | -156.0 | -1.4% | $34.00 | +11.9% |
| 184 | GD | GENERAL DYNAMICS CORP | Industrials | 1,051.0 | $372K | 0.02% | — | — | $354.24 | +8.3% |
| 185 | UFOX | ETF SER SOLUTIONS | — | 3,889.0 | $370K | 0.02% | — | — | $95.04 | -15.0% |
| 186 | CPK | CHESAPEAKE UTILS CORP | Utilities | 3,000.0 | $367K | 0.02% | — | — | $122.48 | +10.4% |
| 187 | CMI | CUMMINS INC | Industrials | 513.0 | $366K | 0.02% | -66.0 | -11.4% | $713.23 | -19.9% |
| 188 | LOW | LOWES COS INC | Consumer Cyclical | 1,632.0 | $360K | 0.02% | -248.0 | -13.2% | $220.49 | -1.6% |
| 189 | — | SHOULDER INNOVATIONS INC | — | 17,290.0 | $351K | 0.02% | NEW | — | $20.28 | — |
| 190 | SOXX | ISHARES TR | — | 541.0 | $347K | 0.02% | +266.0 | +96.7% | $641.19 | -21.1% |
| 191 | BLK | BLACKROCK INC | Financial Services | 358.0 | $345K | 0.02% | — | — | $962.70 | +21.8% |
| 192 | MS | MORGAN STANLEY | Financial Services | 1,638.0 | $342K | 0.02% | — | — | $209.10 | +2.4% |
| 193 | MFC | MANULIFE FINL CORP | Financial Services | 8,372.0 | $339K | 0.02% | +977.0 | +13.2% | $40.51 | +5.7% |
| 194 | HUBS | HUBSPOT INC | Technology | 1,821.0 | $332K | 0.02% | +880.0 | +93.5% | $182.51 | +33.8% |
| 195 | MTB | M & T BK CORP | Financial Services | 1,395.0 | $332K | 0.02% | -23.0 | -1.6% | $238.01 | +1.6% |
| 196 | NYF | ISHARES TR | — | 6,149.0 | $331K | 0.02% | +49.0 | +0.8% | $53.90 | -2.0% |
| 197 | IWF | ISHARES TR | — | 2,660.0 | $330K | 0.02% | +2K | +161.0% | $124.17 | -2.5% |
| 198 | LEN | LENNAR CORP | Consumer Cyclical | 3,607.0 | $326K | 0.02% | — | — | $90.49 | -2.6% |
| 199 | QCOM | QUALCOMM INC | Technology | 1,730.0 | $320K | 0.02% | — | — | $184.83 | -14.2% |
| 200 | VEU | VANGUARD INTL EQUITY INDEX F | — | 3,812.0 | $319K | 0.02% | NEW | — | $83.75 | +1.7% |
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%