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 | PFE | PFIZER INC | Healthcare | 10,400.0 | $250K | 0.01% | — | — | $24.08 | +16.2% |
| 222 | SNSR | GLOBAL X FDS | — | 4,983.0 | $249K | 0.01% | — | — | $49.97 | -6.6% |
| 223 | HYGW | ISHARES TR | — | 8,495.0 | $247K | 0.01% | -996.0 | -10.5% | $29.10 | -0.6% |
| 224 | EFG | ISHARES TR | — | 1,967.0 | $245K | 0.01% | — | — | $124.42 | +0.5% |
| 225 | IYW | ISHARES TR | — | 959.0 | $242K | 0.01% | — | — | $252.23 | -3.2% |
| 226 | F | FORD MTR CO | Consumer Cyclical | 17,332.0 | $241K | 0.01% | +2K | +15.2% | $13.90 | +0.2% |
| 227 | MRK | MERCK & CO INC | Healthcare | 1,833.0 | $236K | 0.01% | — | — | $128.50 | +17.3% |
| 228 | OKE | ONEOK INC NEW | Energy | 2,685.0 | $233K | 0.01% | — | — | $86.94 | +7.0% |
| 229 | COP | CONOCOPHILLIPS | Energy | 2,244.0 | $233K | 0.01% | — | — | $103.96 | +28.3% |
| 230 | NUE | NUCOR CORP | Basic Materials | 1,039.0 | $231K | 0.01% | — | — | $222.66 | +9.9% |
| 231 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 4,009.0 | $231K | 0.01% | -601.0 | -13.0% | $57.63 | +16.8% |
| 232 | VGK | VANGUARD INTL EQUITY INDEX F | — | 2,607.0 | $231K | 0.01% | -3K | -56.4% | $88.53 | +4.6% |
| 233 | FPS | FORGENT POWER SOLUTIONS INC | Industrials | 4,084.0 | $228K | 0.01% | NEW | — | $55.86 | -42.4% |
| 234 | BNDX | VANGUARD CHARLOTTE FDS | — | 4,708.0 | $228K | 0.01% | NEW | — | $48.43 | -1.5% |
| 235 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 784.0 | $228K | 0.01% | +25.0 | +3.3% | $290.59 | -9.6% |
| 236 | CPSU | CALAMOS ETF TR | — | 8,115.0 | $224K | 0.01% | NEW | — | $27.64 | +0.8% |
| 237 | VICI | VICI PPTYS INC | Real Estate | 8,435.0 | $224K | 0.01% | -77.0 | -0.9% | $26.55 | +0.9% |
| 238 | VDE | VANGUARD WORLD FD | — | 1,489.0 | $224K | 0.01% | — | — | $150.13 | +18.5% |
| 239 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 582.0 | $216K | 0.01% | — | — | $370.59 | -2.8% |
| 240 | ANET | ARISTA NETWORKS INC | Technology | 1,252.0 | $213K | 0.01% | +768.0 | +158.7% | $169.88 | +10.8% |
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%