Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | WES | WESTERN MIDSTREAM PARTNERS L | Energy | 700.0 | $28K | 0.00% | NEW | — | $39.50 | +13.2% |
| 502 | CET | CENTRAL SECS CORP | Financial Services | 543.0 | $28K | 0.00% | NEW | — | $50.75 | +5.0% |
| 503 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 100.0 | $28K | 0.00% | NEW | — | $275.39 | +220.4% |
| 504 | VFMV | VANGUARD WELLINGTON FD | — | 210.0 | $27K | 0.00% | NEW | — | $130.37 | +8.7% |
| 505 | MPWR | MONOLITHIC PWR SYS INC | Technology | 30.0 | $27K | 0.00% | NEW | — | $910.40 | +77.9% |
| 506 | UNF | UNIFIRST CORP MASS | Industrials | 140.0 | $27K | 0.00% | NEW | — | $192.90 | +37.6% |
| 507 | WELL | WELLTOWER INC | Real Estate | 143.0 | $27K | 0.00% | NEW | — | $185.62 | +16.3% |
| 508 | ROBT | FIRST TR EXCHANGE TRADED FD | — | 510.0 | $26K | 0.00% | NEW | — | $51.87 | +8.8% |
| 509 | NET | CLOUDFLARE INC | Technology | 134.0 | $26K | 0.00% | NEW | — | $197.16 | +8.0% |
| 510 | BXSL | BLACKSTONE SECD LENDING FD | Financial Services | 999.0 | $26K | 0.00% | NEW | — | $26.33 | -9.8% |
| 511 | AWR | AMER STATES WTR CO | Utilities | 362.0 | $26K | 0.00% | NEW | — | $72.48 | +6.2% |
| 512 | CAH | CARDINAL HEALTH INC | Healthcare | 127.0 | $26K | 0.00% | NEW | — | $205.50 | -2.7% |
| 513 | CHTR | CHARTER COMMUNICATIONS INC N | Communication Services | 125.0 | $26K | 0.00% | NEW | — | $208.75 | -29.4% |
| 514 | GSK | GSK PLC | Healthcare | 530.0 | $26K | 0.00% | NEW | — | $49.04 | +5.5% |
| 515 | TOPT | ISHARES TR | — | 832.0 | $26K | 0.00% | NEW | — | $31.23 | +9.2% |
| 516 | STM | STMICROELECTRONICS N V | Technology | 1,000.0 | $26K | 0.00% | NEW | — | $25.94 | +161.3% |
| 517 | EQT | EQT CORP | Energy | 480.0 | $26K | 0.00% | NEW | — | $53.60 | +3.4% |
| 518 | Q | QNITY ELECTRONICS INC | Technology | 315.0 | $26K | 0.00% | NEW | — | $81.65 | +95.5% |
| 519 | BYD | BOYD GAMING CORP | Consumer Cyclical | 300.0 | $26K | 0.00% | NEW | — | $85.24 | -3.7% |
| 520 | DD | DUPONT DE NEMOURS INC | Basic Materials | 633.0 | $25K | 0.00% | NEW | — | $40.20 | +18.8% |
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
26.9%
Financial Services
23.6%
Industrials
13.0%
Consumer Cyclical
9.5%
Healthcare
8.7%
Consumer Defensive
4.5%
Communication Services
4.1%
Utilities
4.1%
Energy
3.4%
Real Estate
1.5%