Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | SYK | STRYKER CORPORATION | Healthcare | 167.0 | $53K | 0.00% | -50.0 | -23.0% | $314.84 | +5.0% |
| 422 | NI | NISOURCE INC | Utilities | 1,102.0 | $52K | 0.00% | — | — | $47.55 | -14.5% |
| 423 | VDC | VANGUARD WORLD FD | — | 232.0 | $52K | 0.00% | — | — | $225.49 | +3.6% |
| 424 | WBS | WEBSTER FINL CORP | Financial Services | 682.0 | $52K | 0.00% | — | — | $76.42 | +1.5% |
| 425 | — | CALAMOS ETF TR | — | 1,864.0 | $52K | 0.00% | — | — | $27.92 | — |
| 426 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 84.0 | $52K | 0.00% | -34.0 | -28.8% | $618.94 | -21.5% |
| 427 | SGOL | ETFS GOLD TR | Financial Services | 1,350.0 | $52K | 0.00% | — | — | $38.23 | +16.2% |
| 428 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 795.0 | $51K | 0.00% | — | — | $64.02 | +15.4% |
| 429 | BC | BRUNSWICK CORP | Consumer Cyclical | 600.0 | $51K | 0.00% | — | — | $84.24 | -4.6% |
| 430 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 346.0 | $50K | 0.00% | — | — | $145.30 | -0.3% |
| 431 | USHY | ISHARES TR | — | 1,355.0 | $50K | 0.00% | +113.0 | +9.1% | $37.02 | -0.2% |
| 432 | CPSM | CALAMOS ETF TR | — | 1,714.0 | $50K | 0.00% | NEW | — | $29.26 | +1.0% |
| 433 | BSTZ | BLACKROCK SCIENCE & TECHNOLO | Financial Services | 1,627.0 | $49K | 0.00% | +27.0 | +1.7% | $30.04 | +0.7% |
| 434 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 542.0 | $49K | 0.00% | — | — | $89.91 | +2.8% |
| 435 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 652.0 | $48K | 0.00% | — | — | $73.39 | -20.3% |
| 436 | MPC | MARATHON PETE CORP | Energy | 185.0 | $47K | 0.00% | — | — | $255.67 | +38.8% |
| 437 | ERIC | TELEFONAKTIEBOLAGET LM ERICS | Technology | 4,232.0 | $47K | 0.00% | — | — | $11.15 | -6.9% |
| 438 | VTHR | VANGUARD SCOTTSDALE FDS | — | 142.0 | $47K | 0.00% | — | — | $331.43 | +2.2% |
| 439 | MKSI | MKS INC. | Technology | 105.0 | $47K | 0.00% | — | — | $444.80 | -39.2% |
| 440 | VSGX | VANGUARD WORLD FD | — | 565.0 | $47K | 0.00% | -461.0 | -44.9% | $82.34 | +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
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%