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 | $70K | 0.00% | — | — | $164.60 | +4.4% |
| 382 | AVY | AVERY DENNISON CORP | Industrials | 419.0 | $68K | 0.00% | +286.0 | +215.0% | $162.35 | +13.1% |
| 383 | WPC | WP CAREY INC | Real Estate | 951.0 | $68K | 0.00% | — | — | $71.50 | +0.1% |
| 384 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 388.0 | $68K | 0.00% | +16.0 | +4.3% | $174.26 | +22.9% |
| 385 | AZO | AUTOZONE INC | Consumer Cyclical | 21.0 | $67K | 0.00% | — | — | $3195.95 | -5.8% |
| 386 | ET | ENERGY TRANSFER L P | Energy | 3,499.0 | $67K | 0.00% | +36.0 | +1.0% | $19.12 | +10.3% |
| 387 | FV | FIRST TR EXCHANGE TRADED FD | — | 881.0 | $67K | 0.00% | -280.0 | -24.1% | $75.88 | -3.5% |
| 388 | SMCI | SUPER MICRO COMPUTER INC | Technology | 2,273.0 | $67K | 0.00% | +2K | +320.9% | $29.33 | +19.9% |
| 389 | LUV | SOUTHWEST AIRLS CO | Industrials | 1,294.0 | $67K | 0.00% | — | — | $51.42 | -20.8% |
| 390 | URA | GLOBAL X FDS | — | 1,515.0 | $66K | 0.00% | -4K | -70.9% | $43.70 | +4.6% |
| 391 | GAM | GENERAL AMERN INVS CO INC | Financial Services | 1,026.0 | $65K | 0.00% | — | — | $63.75 | +5.6% |
| 392 | FDX | FEDEX CORP | Industrials | 208.0 | $65K | 0.00% | -94.0 | -31.1% | $313.38 | +6.6% |
| 393 | IDXX | IDEXX LABS INC | Healthcare | 123.0 | $65K | 0.00% | — | — | $526.45 | +6.3% |
| 394 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 314.0 | $65K | 0.00% | -28.0 | -8.2% | $206.01 | +9.5% |
| 395 | KBE | SPDR SERIES TRUST | — | 938.0 | $64K | 0.00% | — | — | $68.22 | +0.8% |
| 396 | BP | BP PLC | Energy | 1,708.0 | $63K | 0.00% | -475.0 | -21.8% | $36.95 | +18.4% |
| 397 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 707.0 | $63K | 0.00% | -21.0 | -2.9% | $88.63 | -37.5% |
| 398 | MAIN | MAIN STR CAP CORP | Financial Services | 1,203.0 | $62K | 0.00% | — | — | $51.88 | +13.6% |
| 399 | SWK | STANLEY BLACK & DECKER INC | Industrials | 651.0 | $61K | 0.00% | — | — | $94.12 | +4.7% |
| 400 | DLN | WISDOMTREE TR | — | 636.0 | $61K | 0.00% | — | — | $96.32 | +4.8% |
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%