Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 781 | RVMD | REVOLUTION MEDICINES INC | Healthcare | 52.0 | $5K | — | — | — | $97.25 | +59.3% |
| 782 | DXYZ | DESTINY TECH100 INC | — | 186.0 | $5K | — | NEW | — | $26.78 | +124.6% |
| 783 | LYV | LIVE NATION ENTERTAINMENT IN | Communication Services | 32.0 | $5K | — | — | — | $152.53 | +9.2% |
| 784 | PAVE | GLOBAL X FDS | — | 95.0 | $5K | — | — | — | $50.81 | +10.8% |
| 785 | VTR | VENTAS INC | Real Estate | 59.0 | $5K | — | — | — | $81.80 | +7.8% |
| 786 | SKYT | SKYWATER TECHNOLOGY INC | Technology | 175.0 | $5K | — | — | — | $27.41 | +36.3% |
| 787 | SB | SAFE BULKERS INC | Industrials | 750.0 | $5K | — | — | — | $6.33 | +8.5% |
| 788 | HCA | HCA HEALTHCARE INC | Healthcare | 10.0 | $5K | — | — | — | $473.30 | -17.1% |
| 789 | — | EXPAND ENERGY CORPORATION | — | 43.0 | $5K | — | — | — | $109.79 | — |
| 790 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 6.0 | $5K | — | — | — | $772.67 | -17.9% |
| 791 | IT | GARTNER INC | Technology | 29.0 | $5K | — | +15.0 | +107.1% | $158.34 | -0.3% |
| 792 | LIT | GLOBAL X FDS | — | 60.0 | $4K | — | — | — | $74.35 | +16.1% |
| 793 | IDRV | ISHARES TR | — | 115.0 | $4K | — | — | — | $38.53 | +13.5% |
| 794 | MJ | AMPLIFY ETF TR | — | 192.0 | $4K | — | — | — | $23.02 | +11.4% |
| 795 | GWW | WW GRAINGER INC | Industrials | 4.0 | $4K | — | -6.0 | -60.0% | $1091.00 | +14.5% |
| 796 | ESLT | ELBIT SYS LTD | Industrials | 5.0 | $4K | — | — | — | $849.20 | +0.4% |
| 797 | NVO | NOVO-NORDISK A S | Healthcare | 115.0 | $4K | — | — | — | $36.76 | +20.2% |
| 798 | YUMC | YUM CHINA HLDGS INC | Consumer Cyclical | 84.0 | $4K | — | -12.0 | -12.5% | $48.79 | -8.7% |
| 799 | KR | KROGER CO | Consumer Defensive | 56.0 | $4K | — | — | — | $72.38 | -10.8% |
| 800 | — | TWO HARBORS INVENTMENT CORPO | — | 350.0 | $4K | — | — | — | $11.42 | — |
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
24.7%
Financial Services
23.8%
Industrials
13.5%
Consumer Cyclical
9.6%
Healthcare
7.7%
Utilities
4.7%
Consumer Defensive
4.7%
Energy
4.6%
Communication Services
4.2%
Real Estate
1.5%