Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | STT | STATE STR CORP | Financial Services | 260.0 | $33K | 0.00% | +2.0 | +0.8% | $126.45 | +52.7% |
| 482 | RYN | RAYONIER INC | Real Estate | 1,570.0 | $32K | 0.00% | — | — | $20.62 | +0.1% |
| 483 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 118.0 | $32K | 0.00% | — | — | $270.88 | +15.2% |
| 484 | IBB | ISHARES TR | — | 187.0 | $32K | 0.00% | — | — | $168.85 | +27.1% |
| 485 | ITW | ILLINOIS TOOL WKS INC | Industrials | 118.0 | $31K | 0.00% | -54.0 | -31.4% | $260.30 | +8.1% |
| 486 | EQT | EQT CORP | Energy | 480.0 | $31K | 0.00% | — | — | $63.64 | -13.7% |
| 487 | TDC | TERADATA CORP DEL | Technology | 1,182.0 | $30K | 0.00% | — | — | $25.63 | +10.6% |
| 488 | HYG | ISHARES TR | — | 377.0 | $30K | 0.00% | — | — | $79.56 | +0.4% |
| 489 | QRMI | GLOBAL X FDS | — | 1,992.0 | $30K | 0.00% | — | — | $15.04 | +0.9% |
| 490 | FAF | FIRST AMERN FINL CORP | Financial Services | 494.0 | $30K | 0.00% | — | — | $60.29 | +23.3% |
| 491 | VSS | VANGUARD INTL EQUITY INDEX F | — | 200.0 | $29K | 0.00% | — | — | $145.79 | +10.8% |
| 492 | DD | DUPONT DE NEMOURS INC | Basic Materials | 633.0 | $29K | 0.00% | — | — | $45.80 | +203.4% |
| 493 | VICR | VICOR CORP | Technology | 180.0 | $29K | 0.00% | — | — | $161.00 | +26.6% |
| 494 | WES | WESTERN MIDSTREAM PARTNERS L | Energy | 700.0 | $29K | 0.00% | — | — | $41.17 | +17.3% |
| 495 | CNI | CANADIAN NATL RY CO | Industrials | 280.0 | $29K | 0.00% | — | — | $102.77 | +23.0% |
| 496 | NU | NU HLDGS LTD | Financial Services | 2,000.0 | $29K | 0.00% | — | — | $14.37 | +2.9% |
| 497 | INDB | INDEPENDENT BK CORP MASS | Financial Services | 379.0 | $28K | 0.00% | — | — | $75.19 | +9.5% |
| 498 | WELL | WELLTOWER INC | Real Estate | 143.0 | $28K | 0.00% | — | — | $197.71 | +20.7% |
| 499 | MRVL | MARVELL TECHNOLOGY INC | Technology | 284.0 | $28K | 0.00% | +2.0 | +0.7% | $99.05 | +146.5% |
| 500 | VFMV | VANGUARD WELLINGTON FD | — | 210.0 | $28K | 0.00% | — | — | $133.23 | +9.4% |
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
25.0%
Financial Services
24.0%
Industrials
13.7%
Consumer Cyclical
9.7%
Healthcare
7.8%
Consumer Defensive
4.8%
Utilities
4.7%
Energy
4.4%
Communication Services
3.5%
Real Estate
1.5%