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 | KMI | KINDER MORGAN INC DEL | Energy | 16,759.0 | $536K | 0.03% | — | — | $31.97 | -3.1% |
| 142 | PHYS | SPROTT ASSET MANAGEMENT LP | Financial Services | 17,591.0 | $531K | 0.03% | — | — | $30.17 | +16.6% |
| 143 | SO | SOUTHERN CO | Utilities | 5,351.0 | $512K | 0.03% | — | — | $95.72 | -5.6% |
| 144 | IVW | ISHARES TR | — | 3,705.0 | $510K | 0.03% | — | — | $137.53 | +0.5% |
| 145 | ESGV | VANGUARD WORLD FD | — | 3,816.0 | $505K | 0.03% | -330.0 | -8.0% | $132.24 | +2.5% |
| 146 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 1,005.0 | $504K | 0.03% | — | — | $501.36 | +24.7% |
| 147 | SCHB | SCHWAB STRATEGIC TR | — | 17,129.0 | $496K | 0.03% | — | — | $28.96 | +2.0% |
| 148 | IRM | IRON MTN INC DEL | Real Estate | 3,894.0 | $492K | 0.03% | — | — | $126.31 | -4.5% |
| 149 | IJK | ISHARES TR | — | 4,117.0 | $484K | 0.03% | — | — | $117.50 | -2.7% |
| 150 | PANW | PALO ALTO NETWORKS INC | Technology | 1,418.0 | $484K | 0.03% | -274.0 | -16.2% | $341.02 | +3.3% |
| 151 | CSX | CSX CORP | Industrials | 10,171.0 | $483K | 0.03% | — | — | $47.53 | +8.5% |
| 152 | VTV | VANGUARD INDEX FDS | — | 2,205.0 | $480K | 0.03% | — | — | $217.89 | +3.9% |
| 153 | IWM | ISHARES TR | — | 1,599.0 | $480K | 0.03% | +280.0 | +21.2% | $300.39 | -0.8% |
| 154 | EPD | ENTERPRISE PRODS PARTNERS L | — | 12,749.0 | $469K | 0.03% | +79.0 | +0.6% | $36.76 | — |
| 155 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 3,985.0 | $465K | 0.03% | +610.0 | +18.1% | $116.67 | +52.7% |
| 156 | GDX | VANECK ETF TRUST | — | 5,985.0 | $452K | 0.03% | +3K | +88.6% | $75.45 | +36.5% |
| 157 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,309.0 | $443K | 0.03% | -47.0 | -3.5% | $338.25 | -0.1% |
| 158 | — | HONEYWELL INTL INC | — | 1,977.0 | $443K | 0.03% | NEW | — | $223.85 | — |
| 159 | ENB | ENBRIDGE INC | Energy | 8,123.0 | $440K | 0.03% | — | — | $54.21 | -7.3% |
| 160 | SRLN | SSGA ACTIVE ETF TR | — | 10,853.0 | $437K | 0.03% | -851.0 | -7.3% | $40.29 | +0.8% |
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
28.3%
Financial Services
24.1%
Industrials
12.5%
Consumer Cyclical
9.3%
Healthcare
8.2%
Utilities
4.5%
Consumer Defensive
4.3%
Energy
3.4%
Communication Services
3.0%
Real Estate
1.5%