Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | REMX | VANECK ETF TRUST | — | 2,164.0 | $190K | 0.01% | +583.0 | +36.9% | $88.00 | +11.2% |
| 242 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 582.0 | $190K | 0.01% | — | — | $327.07 | +17.2% |
| 243 | QQQI | NEOS ETF TRUST | — | 3,818.0 | $190K | 0.01% | +111.0 | +3.0% | $49.69 | +14.4% |
| 244 | IUSG | ISHARES TR | — | 1,211.0 | $188K | 0.01% | — | — | $155.09 | +21.9% |
| 245 | PH | PARKER-HANNIFIN CORP | Industrials | 208.0 | $186K | 0.01% | — | — | $895.24 | -4.2% |
| 246 | WFC | WELLS FARGO & CO | Financial Services | 2,335.0 | $186K | 0.01% | — | — | $79.59 | -4.7% |
| 247 | SNSR | GLOBAL X FDS | — | 4,983.0 | $186K | 0.01% | — | — | $37.27 | +37.4% |
| 248 | MSEX | MIDDLESEX WTR CO | Utilities | 3,547.0 | $185K | 0.01% | — | — | $52.05 | +0.8% |
| 249 | CLH | CLEAN HARBORS INC | Industrials | 642.0 | $184K | 0.01% | — | — | $286.73 | -1.0% |
| 250 | PSX | PHILLIPS 66 | Energy | 993.0 | $181K | 0.01% | -247.0 | -19.9% | $182.18 | -3.3% |
| 251 | IFRA | ISHARES TR | — | 3,132.0 | $179K | 0.01% | — | — | $57.20 | +8.3% |
| 252 | PRU | PRUDENTIAL FINL INC | Financial Services | 1,832.0 | $179K | 0.01% | — | — | $97.70 | +4.3% |
| 253 | XYL | XYLEM INC | Industrials | 1,475.0 | $176K | 0.01% | — | — | $119.50 | -7.8% |
| 254 | NUE | NUCOR CORP | Basic Materials | 1,037.0 | $175K | 0.01% | — | — | $169.05 | +45.4% |
| 255 | IYW | ISHARES TR | — | 959.0 | $174K | 0.01% | +40.0 | +4.3% | $181.42 | +35.9% |
| 256 | F | FORD MTR CO | Consumer Cyclical | 15,047.0 | $174K | 0.01% | -2K | -12.6% | $11.54 | +37.8% |
| 257 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 6,167.0 | $169K | 0.01% | +72.0 | +1.2% | $27.46 | -0.9% |
| 258 | VRT | VERTIV HOLDINGS CO | Industrials | 672.0 | $168K | 0.01% | — | — | $250.59 | +28.3% |
| 259 | BA | BOEING CO | Industrials | 830.0 | $165K | 0.01% | — | — | $199.08 | +12.7% |
| 260 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,227.0 | $162K | 0.01% | — | — | $38.42 | +10.3% |
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%