Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | VTEB | VANGUARD MUN BD FDS | — | 33,557.0 | $1.7M | 0.11% | NEW | — | $50.29 | -0.4% |
| 62 | LQDW | ISHARES TR | — | 67,680.0 | $1.7M | 0.11% | NEW | — | $24.56 | -2.6% |
| 63 | GOOG | ALPHABET INC | Communication Services | 5,163.0 | $1.6M | 0.11% | NEW | — | $313.83 | +22.0% |
| 64 | JPM | JPMORGAN CHASE & CO. | Financial Services | 4,946.0 | $1.6M | 0.11% | NEW | — | $322.21 | -5.0% |
| 65 | VXUS | VANGUARD STAR FDS | — | 20,867.0 | $1.6M | 0.11% | NEW | — | $75.44 | +13.9% |
| 66 | BAC | BANK AMERICA CORP | Financial Services | 28,446.0 | $1.6M | 0.11% | NEW | — | $55.00 | -5.5% |
| 67 | WMT | WALMART INC | Consumer Defensive | 12,883.0 | $1.4M | 0.10% | NEW | — | $111.41 | +6.1% |
| 68 | AGG | ISHARES TR | — | 14,232.0 | $1.4M | 0.10% | NEW | — | $99.88 | -1.2% |
| 69 | IJH | ISHARES TR | — | 21,505.0 | $1.4M | 0.10% | NEW | — | $66.00 | +12.8% |
| 70 | HD | HOME DEPOT INC | Consumer Cyclical | 4,046.0 | $1.4M | 0.09% | NEW | — | $344.07 | -9.9% |
| 71 | HACK | AMPLIFY ETF TR | — | 17,008.0 | $1.4M | 0.09% | NEW | — | $80.37 | +18.8% |
| 72 | GE | GE AEROSPACE | Industrials | 4,151.0 | $1.3M | 0.09% | NEW | — | $308.01 | +1.3% |
| 73 | DVYE | ISHARES INC | — | 40,709.0 | $1.3M | 0.09% | NEW | — | $31.16 | +10.7% |
| 74 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 30,492.0 | $1.2M | 0.08% | NEW | — | $40.73 | +19.3% |
| 75 | CAT | CATERPILLAR INC | Industrials | 2,040.0 | $1.2M | 0.08% | NEW | — | $572.74 | +58.3% |
| 76 | LONZ | PIMCO ETF TR | — | 23,130.0 | $1.2M | 0.08% | NEW | — | $50.28 | -1.5% |
| 77 | HDV | ISHARES TR | — | 9,516.0 | $1.2M | 0.08% | NEW | — | $121.61 | -77.3% |
| 78 | JNJ | JOHNSON & JOHNSON | Healthcare | 5,502.0 | $1.1M | 0.08% | NEW | — | $206.97 | +11.4% |
| 79 | USMV | ISHARES TR | — | 11,807.0 | $1.1M | 0.07% | NEW | — | $94.16 | +2.6% |
| 80 | VGIT | VANGUARD SCOTTSDALE FDS | — | 17,850.0 | $1.1M | 0.07% | NEW | — | $59.93 | -1.7% |
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%