Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 581 | — | SMURFIT WESTROCK PLC | — | 471.0 | $19K | 0.00% | — | — | $39.85 | — |
| 582 | BAMV | NORTHERN LTS FD TR IV | — | 576.0 | $19K | 0.00% | — | — | $32.51 | +18.0% |
| 583 | USAR | USA RARE EARTH INC | Basic Materials | 1,223.0 | $19K | 0.00% | NEW | — | $15.14 | +27.1% |
| 584 | AMT | AMERICAN TOWER CORP | Real Estate | 107.0 | $18K | 0.00% | +1.0 | +0.9% | $172.41 | +1.2% |
| 585 | BAMD | NORTHERN LTS FD TR IV | — | 587.0 | $18K | 0.00% | — | — | $31.14 | +13.0% |
| 586 | ACWX | ISHARES TR | — | 264.0 | $18K | 0.00% | NEW | — | $68.47 | +13.5% |
| 587 | GEL | GENESIS ENERGY L P | Energy | 1,000.0 | $18K | 0.00% | — | — | $17.83 | -8.6% |
| 588 | GDXJ | VANECK ETF TRUST | — | 148.0 | $18K | 0.00% | — | — | $120.04 | +11.8% |
| 589 | NVS | NOVARTIS AG | Healthcare | 116.0 | $18K | 0.00% | — | — | $152.75 | +1.3% |
| 590 | GATX | GATX CORP | Industrials | 104.0 | $18K | 0.00% | — | — | $170.09 | +4.7% |
| 591 | CAPL | CROSSAMERICA PARTNERS LP | Energy | 844.0 | $18K | 0.00% | +19.0 | +2.3% | $20.79 | +11.8% |
| 592 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 84.0 | $17K | 0.00% | +39.0 | +86.7% | $208.10 | +16.9% |
| 593 | CTRA | COTERRA ENERGY INC | Energy | 496.0 | $17K | 0.00% | -825.0 | -62.5% | $35.14 | -7.3% |
| 594 | CCI | CROWN CASTLE INC | Real Estate | 212.0 | $17K | 0.00% | — | — | $81.31 | -7.6% |
| 595 | NEM | NEWMONT CORP | Basic Materials | 159.0 | $17K | 0.00% | +120.0 | +307.7% | $108.25 | +22.5% |
| 596 | FPE | FIRST TR EXCH TRADED FD III | — | 969.0 | $17K | 0.00% | — | — | $17.75 | -0.4% |
| 597 | STIP | ISHARES TR | — | 166.0 | $17K | 0.00% | — | — | $103.43 | -2.4% |
| 598 | ETG | EATON VANCE TX ADV GLBL DIV | Financial Services | 849.0 | $17K | 0.00% | +15.0 | +1.8% | $20.12 | +20.2% |
| 599 | NLR | VANECK ETF TRUST | — | 128.0 | $17K | 0.00% | — | — | $133.20 | -6.4% |
| 600 | FIGR | FIGURE TECHNOLOGY SOLUTIO | Financial Services | 500.0 | $17K | 0.00% | +100.0 | +25.0% | $33.95 | +10.4% |
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%