Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | VDC | VANGUARD WORLD FD | — | 232.0 | $49K | 0.00% | NEW | — | $211.24 | +8.3% |
| 402 | SWK | STANLEY BLACK & DECKER INC | Industrials | 651.0 | $48K | 0.00% | NEW | — | $74.28 | +7.0% |
| 403 | CRWV | COREWEAVE INC | Technology | 670.0 | $48K | 0.00% | NEW | — | $71.61 | +45.6% |
| 404 | PAYX | PAYCHEX INC | Industrials | 424.0 | $48K | 0.00% | NEW | — | $112.18 | -15.8% |
| 405 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 974.0 | $47K | 0.00% | NEW | — | $48.58 | +77.3% |
| 406 | USHY | ISHARES TR | — | 1,242.0 | $46K | 0.00% | NEW | — | $37.40 | -0.8% |
| 407 | DOW | DOW INC | Basic Materials | 1,986.0 | $46K | 0.00% | NEW | — | $23.38 | +47.5% |
| 408 | ABNB | AIRBNB INC | Consumer Cyclical | 342.0 | $46K | 0.00% | NEW | — | $135.72 | -2.7% |
| 409 | NI | NISOURCE INC | Utilities | 1,102.0 | $46K | 0.00% | NEW | — | $41.76 | +13.7% |
| 410 | ICLN | ISHARES TR | — | 2,778.0 | $46K | 0.00% | NEW | — | $16.43 | +40.8% |
| 411 | JBL | JABIL INC | Technology | 200.0 | $46K | 0.00% | NEW | — | $228.02 | +62.8% |
| 412 | YUM | YUM BRANDS INC | Consumer Cyclical | 297.0 | $45K | 0.00% | NEW | — | $151.28 | +0.5% |
| 413 | BC | BRUNSWICK CORP | Consumer Cyclical | 600.0 | $45K | 0.00% | NEW | — | $74.24 | +12.6% |
| 414 | HSY | HERSHEY CO | Consumer Defensive | 240.0 | $44K | 0.00% | NEW | — | $181.98 | +8.7% |
| 415 | BIV | VANGUARD BD INDEX FDS | — | 558.0 | $43K | 0.00% | NEW | — | $77.88 | -1.6% |
| 416 | WBS | WEBSTER FINL CORP | Financial Services | 682.0 | $43K | 0.00% | NEW | — | $62.94 | +16.0% |
| 417 | FXF | INVESCO CURRENCYSHARES SWISS | Financial Services | 381.0 | $43K | 0.00% | NEW | — | $111.60 | +0.4% |
| 418 | ITW | ILLINOIS TOOL WKS INC | Industrials | 172.0 | $42K | 0.00% | NEW | — | $246.30 | +1.6% |
| 419 | QQQM | INVESCO EXCH TRADED FD TR II | — | 167.0 | $42K | 0.00% | NEW | — | $252.92 | +18.8% |
| 420 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 164.0 | $42K | 0.00% | NEW | — | $257.23 | -15.4% |
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%