Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 841 | — | EATON VANCE TAX-MANAGED BUY- | — | 200.0 | $3K | — | — | — | $13.67 | — |
| 842 | HSAI | HESAI GROUP | Consumer Cyclical | 142.0 | $3K | — | NEW | — | $19.13 | -4.3% |
| 843 | CBRE | CBRE GROUP INC | Real Estate | 20.0 | $3K | — | — | — | $135.50 | +12.0% |
| 844 | LPLA | LPL FINL HLDGS INC | Financial Services | 9.0 | $3K | — | — | — | $300.89 | +20.3% |
| 845 | ASGI | ABRDN GLOBAL INFRA INCOME FU | Financial Services | 120.0 | $3K | — | — | — | $22.37 | +10.2% |
| 846 | DJT | TRUMP MEDIA & TECHNOLOGY GRO | Communication Services | 286.0 | $3K | — | +72.0 | +33.6% | $9.28 | +1.3% |
| 847 | ICL | ICL GROUP LTD | Basic Materials | 500.0 | $3K | — | — | — | $5.16 | +9.4% |
| 848 | CLS | CELESTICA INC | Technology | 9.0 | $3K | — | — | — | $281.78 | +8.9% |
| 849 | ATOM | ATOMERA INC | Technology | 665.0 | $3K | — | — | — | $3.81 | +19.9% |
| 850 | FNDA | SCHWAB STRATEGIC TR | — | 78.0 | $3K | — | — | — | $32.44 | +15.7% |
| 851 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 168.0 | $3K | — | +53.0 | +46.1% | $15.05 | +11.2% |
| 852 | AMPX | AMPRIUS TECHNOLOGIES INC | Industrials | 148.0 | $2K | — | — | — | $16.86 | -39.6% |
| 853 | ACMR | ACM RESH INC | Technology | 63.0 | $2K | — | — | — | $39.37 | +102.6% |
| 854 | LYFT | LYFT INC | Technology | 186.0 | $2K | — | — | — | $13.30 | +32.7% |
| 855 | XSVN | BONDBLOXX ETF TRUST | — | 51.0 | $2K | — | -10K | -99.5% | $47.84 | -2.3% |
| 856 | E | ENI SPA | Energy | 43.0 | $2K | — | — | — | $56.63 | -4.6% |
| 857 | NVT | NVENT ELEC PLC | Industrials | 20.0 | $2K | — | — | — | $117.10 | +29.4% |
| 858 | KVYO | KLAVIYO INC | Technology | 120.0 | $2K | — | NEW | — | $19.47 | -9.6% |
| 859 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 8.0 | $2K | — | — | — | $290.50 | +4.6% |
| 860 | — | TRIPLE FLAG PRECIOUS METAL | — | 66.0 | $2K | — | — | — | $34.71 | — |
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%