Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | FLBR | FRANKLIN TEMPLETON ETF TR | — | 7,522.0 | $143K | 0.01% | NEW | — | $19.05 | +15.3% |
| 262 | DGRW | WISDOMTREE TR | — | 1,570.0 | $140K | 0.01% | NEW | — | $89.43 | +7.2% |
| 263 | FV | FIRST TR EXCHANGE TRADED FD | — | 2,192.0 | $138K | 0.01% | NEW | — | $62.92 | +10.7% |
| 264 | SPGP | INVESCO EXCHANGE TRADED FD T | — | 1,190.0 | $135K | 0.01% | NEW | — | $113.82 | +8.0% |
| 265 | FDVV | FIDELITY COVINGTON TRUST | — | 2,369.0 | $134K | 0.01% | NEW | — | $56.70 | +9.6% |
| 266 | OTTR | OTTER TAIL CORP | Utilities | 1,660.0 | $134K | 0.01% | NEW | — | $80.81 | +14.9% |
| 267 | SOXX | ISHARES TR | — | 445.0 | $134K | 0.01% | NEW | — | $301.29 | +73.2% |
| 268 | VNQ | VANGUARD INDEX FDS | — | 1,513.0 | $134K | 0.01% | NEW | — | $88.48 | +13.0% |
| 269 | C | CITIGROUP INC | Financial Services | 1,144.0 | $133K | 0.01% | NEW | — | $116.66 | +10.9% |
| 270 | QUAL | ISHARES TR | — | 671.0 | $133K | 0.01% | NEW | — | $198.62 | +9.7% |
| 271 | DVY | ISHARES TR | — | 935.0 | $132K | 0.01% | NEW | — | $141.14 | +14.7% |
| 272 | — | ASTRAZENECA PLC | — | 1,432.0 | $132K | 0.01% | NEW | — | $91.93 | — |
| 273 | UNP | UNION PAC CORP | Industrials | 568.0 | $131K | 0.01% | NEW | — | $231.32 | +30.4% |
| 274 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 280.0 | $131K | 0.01% | NEW | — | $117.19 | +73.3% |
| 275 | EFV | ISHARES TR | — | 1,838.0 | $131K | 0.01% | NEW | — | $71.41 | +9.9% |
| 276 | MAIN | MAIN STR CAP CORP | Financial Services | 2,137.0 | $129K | 0.01% | NEW | — | $60.39 | -8.3% |
| 277 | VBK | VANGUARD INDEX FDS | — | 427.0 | $129K | 0.01% | NEW | — | $301.76 | +14.2% |
| 278 | BOTZ | GLOBAL X FDS | — | 3,542.0 | $128K | 0.01% | NEW | — | $36.24 | -5.1% |
| 279 | TEL | TE CONNECTIVITY PLC | Technology | 561.0 | $128K | 0.01% | NEW | — | $227.51 | -10.6% |
| 280 | VWO | VANGUARD INTL EQUITY INDEX F | — | 2,374.0 | $128K | 0.01% | NEW | — | $53.76 | +7.6% |
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%