Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 3,375.0 | $494K | 0.03% | +40.0 | +1.2% | $146.28 | +18.1% |
| 142 | VGK | VANGUARD INTL EQUITY INDEX F | — | 5,980.0 | $493K | 0.03% | -277K | -97.9% | $82.43 | +13.1% |
| 143 | FIX | COMFORT SYS USA INC | Industrials | 353.0 | $487K | 0.03% | +70.0 | +24.7% | $1378.99 | +13.3% |
| 144 | EPD | ENTERPRISE PRODS PARTNERS L | — | 12,670.0 | $479K | 0.03% | +754.0 | +6.3% | $37.84 | — |
| 145 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 558.0 | $472K | 0.03% | +51.0 | +10.1% | $846.30 | +25.1% |
| 146 | SRLN | SSGA ACTIVE ETF TR | — | 11,704.0 | $470K | 0.03% | -2K | -12.5% | $40.14 | +1.3% |
| 147 | ROBO | EXCHANGE TRADED CONCEPTS TRU | — | 6,842.0 | $468K | 0.03% | -155K | -95.8% | $68.43 | +18.3% |
| 148 | ESGV | VANGUARD WORLD FD | — | 4,146.0 | $465K | 0.03% | +35.0 | +0.8% | $112.27 | +21.0% |
| 149 | CHAT | TIDAL TRUST II | — | 7,329.0 | $453K | 0.03% | +3K | +80.2% | $61.85 | +41.0% |
| 150 | ABT | ABBOTT LABORATORIES | Healthcare | 4,392.0 | $451K | 0.03% | — | — | $102.68 | +13.1% |
| 151 | LOW | LOWES COS INC | Consumer Cyclical | 1,880.0 | $444K | 0.03% | — | — | $236.28 | -9.2% |
| 152 | INTC | INTEL CORP | Technology | 9,996.0 | $441K | 0.03% | +288.0 | +3.0% | $44.13 | +98.2% |
| 153 | ENB | ENBRIDGE INC | Energy | 8,123.0 | $440K | 0.03% | +300.0 | +3.8% | $54.14 | -8.1% |
| 154 | NEE | NEXTERA ENERGY INC | Utilities | 4,690.0 | $436K | 0.03% | — | — | $92.88 | -9.3% |
| 155 | IWF | ISHARES TR | — | 1,019.0 | $435K | 0.03% | — | — | $426.40 | -71.4% |
| 156 | VTV | VANGUARD INDEX FDS | — | 2,204.0 | $432K | 0.03% | -33.0 | -1.5% | $196.21 | +15.6% |
| 157 | IWO | ISHARES TR | — | 1,368.0 | $429K | 0.03% | +1K | +2004.6% | $313.81 | +22.9% |
| 158 | SCHB | SCHWAB STRATEGIC TR | — | 17,088.0 | $429K | 0.03% | — | — | $25.10 | +17.9% |
| 159 | IVW | ISHARES TR | — | 3,705.0 | $419K | 0.03% | — | — | $113.11 | +22.7% |
| 160 | CSX | CSX CORP | Industrials | 10,170.0 | $417K | 0.03% | -199.0 | -1.9% | $41.05 | +25.5% |
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%