Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 521 | ARKQ | ARK ETF TR | — | 228.0 | $30K | 0.00% | — | — | $132.32 | -7.6% |
| 522 | HYG | ISHARES TR | — | 377.0 | $30K | 0.00% | — | — | $79.97 | -0.1% |
| 523 | HOG | HARLEY DAVIDSON INC | Consumer Cyclical | 1,227.0 | $30K | 0.00% | — | — | $24.46 | +13.9% |
| 524 | AWR | AMER STATES WTR CO | Utilities | 362.0 | $30K | 0.00% | — | — | $82.63 | +8.7% |
| 525 | GPIQ | GOLDMAN SACHS ETF TR | — | 500.0 | $30K | 0.00% | NEW | — | $59.31 | -4.6% |
| 526 | — | BIOVIE INC | — | 65,900.0 | $30K | 0.00% | — | — | $0.45 | — |
| 527 | VFMV | VANGUARD WELLINGTON FD | — | 210.0 | $29K | 0.00% | — | — | $139.37 | +4.9% |
| 528 | FITB | FIFTH THIRD BANCORP | Financial Services | 513.0 | $29K | 0.00% | -88.0 | -14.6% | $56.37 | -2.3% |
| 529 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 298.0 | $29K | 0.00% | — | — | $96.12 | -50.3% |
| 530 | CET | CENTRAL SECS CORP | Financial Services | 543.0 | $29K | 0.00% | — | — | $52.49 | +4.6% |
| 531 | AX | AXOS FINANCIAL INC | Financial Services | 292.0 | $28K | 0.00% | — | — | $97.39 | +0.7% |
| 532 | IRT | INDEPENDENCE RLTY TR INC | Real Estate | 1,693.0 | $28K | 0.00% | — | — | $16.69 | -0.5% |
| 533 | COIN | COINBASE GLOBAL INC | Financial Services | 193.0 | $28K | 0.00% | — | — | $146.19 | +24.3% |
| 534 | TTMI | TTM TECHNOLOGIES INC | Technology | 150.0 | $28K | 0.00% | -60.0 | -28.6% | $187.02 | -34.9% |
| 535 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 108.0 | $27K | 0.00% | +3.0 | +2.9% | $249.98 | -6.6% |
| 536 | NU | NU HLDGS LTD | Financial Services | 2,000.0 | $27K | 0.00% | — | — | $13.36 | +13.5% |
| 537 | OUSM | ALPS ETF TR | — | 561.0 | $27K | 0.00% | — | — | $47.52 | +5.2% |
| 538 | AVAV | AEROVIRONMENT INC | Industrials | 161.0 | $27K | 0.00% | +114.0 | +242.6% | $165.07 | -11.0% |
| 539 | BYD | BOYD GAMING CORP | Consumer Cyclical | 300.0 | $26K | 0.00% | — | — | $88.33 | -8.7% |
| 540 | SPGI | S&P GLOBAL INC | Financial Services | 65.0 | $26K | 0.00% | — | — | $407.26 | +7.2% |
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%