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 | HYD | VANECK ETF TRUST | — | 1,188.0 | $61K | 0.00% | — | — | $51.51 | -2.4% |
| 402 | MET | METLIFE INC | Financial Services | 719.0 | $61K | 0.00% | — | — | $84.61 | +13.7% |
| 403 | CRWV | COREWEAVE INC | Technology | 611.0 | $61K | 0.00% | +45.0 | +8.0% | $99.54 | -13.4% |
| 404 | MGA | MAGNA INTL INC | Consumer Cyclical | 912.0 | $60K | 0.00% | — | — | $65.66 | +3.3% |
| 405 | EXC | EXELON CORP | Utilities | 1,275.0 | $59K | 0.00% | — | — | $46.62 | -4.9% |
| 406 | APLD | APPLIED DIGITAL CORP | Technology | 1,566.0 | $58K | 0.00% | +989.0 | +171.4% | $37.30 | -27.9% |
| 407 | MTZ | MASTEC INC | Industrials | 140.0 | $58K | 0.00% | +100.0 | +250.0% | $416.06 | -38.6% |
| 408 | SYM | SYMBOTIC INC | Industrials | 1,290.0 | $58K | 0.00% | — | — | $44.95 | -10.9% |
| 409 | UBER | UBER TECHNOLOGIES INC | Technology | 802.0 | $58K | 0.00% | -158.0 | -16.5% | $72.16 | +9.9% |
| 410 | BKR | BAKER HUGHES COMPANY | Energy | 1,028.0 | $57K | 0.00% | +122.0 | +13.5% | $55.49 | +11.7% |
| 411 | ICLN | ISHARES TR | — | 2,778.0 | $57K | 0.00% | — | — | $20.49 | -14.9% |
| 412 | SHEL | SHELL PLC | Energy | 733.0 | $57K | 0.00% | — | — | $77.56 | +19.9% |
| 413 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 414.0 | $57K | 0.00% | — | — | $136.95 | +35.4% |
| 414 | — | MILLROSE PPTYS INC | — | 1,876.0 | $56K | 0.00% | — | — | $30.05 | — |
| 415 | VANI | VIVANI MEDICAL INC | Healthcare | 45,000.0 | $56K | 0.00% | -20K | -30.8% | $1.24 | +11.3% |
| 416 | VLUE | ISHARES TR | — | 279.0 | $56K | 0.00% | — | — | $199.81 | +0.2% |
| 417 | CGGR | CAPITAL GROUP GROWTH ETF | — | 1,179.0 | $56K | 0.00% | — | — | $47.20 | -1.2% |
| 418 | CI | THE CIGNA GROUP | Healthcare | 201.0 | $55K | 0.00% | -16.0 | -7.4% | $275.68 | +1.7% |
| 419 | AFL | AFLAC INC | Financial Services | 472.0 | $55K | 0.00% | — | — | $117.18 | +0.9% |
| 420 | CVNA | CARVANA CO | Consumer Cyclical | 800.0 | $53K | 0.00% | +640.0 | +400.0% | $65.82 | +9.9% |
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
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%