Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | IWS | ISHARES TR | — | 424.0 | $62K | 0.00% | -76.0 | -15.2% | $145.74 | +9.6% |
| 382 | SGOL | ETFS GOLD TR | Financial Services | 1,350.0 | $60K | 0.00% | — | — | $44.62 | -5.0% |
| 383 | GAM | GENERAL AMERN INVS CO INC | Financial Services | 1,026.0 | $60K | 0.00% | — | — | $58.47 | +9.5% |
| 384 | HYD | VANECK ETF TRUST | — | 1,188.0 | $60K | 0.00% | — | — | $50.14 | +2.1% |
| 385 | KGC | KINROSS GOLD CORP | Basic Materials | 1,950.0 | $60K | 0.00% | — | — | $30.52 | -6.6% |
| 386 | ANET | ARISTA NETWORKS INC | Technology | 484.0 | $59K | 0.00% | -30.0 | -5.8% | $122.78 | +25.7% |
| 387 | ZTS | ZOETIS INC | Healthcare | 500.0 | $59K | 0.00% | — | — | $118.21 | -32.1% |
| 388 | CRM | SALESFORCE INC | Technology | 315.0 | $59K | 0.00% | — | — | $186.77 | -5.0% |
| 389 | CI | THE CIGNA GROUP | Healthcare | 217.0 | $58K | 0.00% | +5.0 | +2.4% | $266.75 | +7.1% |
| 390 | CTAS | CINTAS CORP | Industrials | 341.0 | $58K | 0.00% | -26.0 | -7.1% | $169.25 | +0.4% |
| 391 | DLN | WISDOMTREE TR | — | 636.0 | $57K | 0.00% | — | — | $89.33 | +7.3% |
| 392 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 795.0 | $57K | 0.00% | -58.0 | -6.8% | $71.19 | -10.3% |
| 393 | KBE | SPDR SERIES TRUST | — | 938.0 | $56K | 0.00% | — | — | $59.55 | +6.8% |
| 394 | PFGC | PERFORMANCE FOOD GROUP CO | Consumer Defensive | 651.0 | $56K | 0.00% | — | — | $85.66 | +12.8% |
| 395 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 728.0 | $55K | 0.00% | -246.0 | -25.3% | $76.17 | +13.0% |
| 396 | BKR | BAKER HUGHES COMPANY | Energy | 906.0 | $55K | 0.00% | +592.0 | +188.5% | $61.05 | +3.5% |
| 397 | JBL | JABIL INC | Technology | 200.0 | $53K | 0.00% | — | — | $265.63 | +39.8% |
| 398 | — | MILLROSE PPTYS INC | — | 1,876.0 | $53K | 0.00% | +2K | +4970.3% | $28.00 | — |
| 399 | TMUS | T-MOBILE US INC | Communication Services | 250.0 | $53K | 0.00% | — | — | $210.03 | -9.2% |
| 400 | VDC | VANGUARD WORLD FD | — | 232.0 | $52K | 0.00% | — | — | $224.59 | +1.9% |
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
24.7%
Financial Services
23.8%
Industrials
13.5%
Consumer Cyclical
9.6%
Healthcare
7.7%
Utilities
4.7%
Consumer Defensive
4.7%
Energy
4.6%
Communication Services
4.2%
Real Estate
1.5%