Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | AFL | AFLAC INC | Financial Services | 470.0 | $52K | 0.00% | — | — | $109.69 | +4.7% |
| 402 | NI | NISOURCE INC | Utilities | 1,102.0 | $51K | 0.00% | — | — | $46.66 | +1.7% |
| 403 | ARM | ARM HOLDINGS PLC | Technology | 339.0 | $51K | 0.00% | — | — | $151.28 | +100.1% |
| 404 | XJH | ISHARES TR | — | 1,123.0 | $51K | 0.00% | -55.0 | -4.7% | $45.37 | +10.7% |
| 405 | MGA | MAGNA INTL INC | Consumer Cyclical | 912.0 | $51K | 0.00% | +324.0 | +55.1% | $55.81 | +18.9% |
| 406 | MET | METLIFE INC | Financial Services | 719.0 | $51K | 0.00% | — | — | $70.72 | +17.6% |
| 407 | ICLN | ISHARES TR | — | 2,778.0 | $51K | 0.00% | — | — | $18.29 | +26.6% |
| 408 | — | CALAMOS ETF TR | — | 1,864.0 | $51K | 0.00% | — | — | $27.23 | — |
| 409 | CVNA | CARVANA CO | Consumer Cyclical | 160.0 | $50K | 0.00% | — | — | $314.38 | -76.8% |
| 410 | UEC | URANIUM ENERGY CORP | Energy | 3,704.0 | $50K | 0.00% | +280.0 | +8.2% | $13.50 | -0.4% |
| 411 | HSY | HERSHEY CO | Consumer Defensive | 240.0 | $50K | 0.00% | — | — | $207.89 | -4.8% |
| 412 | GNRC | GENERAC HLDGS INC | Industrials | 250.0 | $49K | 0.00% | — | — | $195.33 | +43.6% |
| 413 | CCJ | CAMECO CORP | Energy | 449.0 | $49K | 0.00% | +78.0 | +21.0% | $108.61 | -1.1% |
| 414 | LUV | SOUTHWEST AIRLS CO | Industrials | 1,294.0 | $49K | 0.00% | — | — | $37.57 | +16.3% |
| 415 | ACN | ACCENTURE PLC IRELAND | Technology | 244.0 | $48K | 0.00% | — | — | $198.29 | -11.1% |
| 416 | ERIC | TELEFONAKTIEBOLAGET LM ERICS | Technology | 4,232.0 | $48K | 0.00% | — | — | $11.27 | +15.7% |
| 417 | TLT | ISHARES TR | — | 547.0 | $47K | 0.00% | -480.0 | -46.7% | $86.71 | -1.6% |
| 418 | CGGR | CAPITAL GROUP GROWTH ETF | — | 1,179.0 | $47K | 0.00% | — | — | $40.19 | +17.2% |
| 419 | WBS | WEBSTER FINL CORP | Financial Services | 682.0 | $47K | 0.00% | — | — | $69.42 | +4.8% |
| 420 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 118.0 | $47K | 0.00% | — | — | $394.94 | +16.7% |
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
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%