Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | CI | THE CIGNA GROUP | Healthcare | 212.0 | $58K | 0.00% | NEW | — | $275.23 | +3.8% |
| 382 | KBE | SPDR SERIES TRUST | — | 938.0 | $57K | 0.00% | NEW | — | $60.69 | +5.1% |
| 383 | MET | METLIFE INC | Financial Services | 719.0 | $57K | 0.00% | NEW | — | $78.94 | +5.7% |
| 384 | EAGG | ISHARES TR | — | 1,178.0 | $56K | 0.00% | NEW | — | $47.85 | -1.1% |
| 385 | GLW | CORNING INC | Technology | 641.0 | $56K | 0.00% | NEW | — | $87.56 | +116.6% |
| 386 | SHEL | SHELL PLC | Energy | 764.0 | $56K | 0.00% | NEW | — | $73.45 | +14.1% |
| 387 | DLN | WISDOMTREE TR | — | 636.0 | $56K | 0.00% | NEW | — | $88.08 | +9.0% |
| 388 | EXC | EXELON CORP | Utilities | 1,275.0 | $56K | 0.00% | NEW | — | $43.59 | +5.9% |
| 389 | SGOL | ETFS GOLD TR | Financial Services | 1,350.0 | $55K | 0.00% | NEW | — | $41.08 | +2.9% |
| 390 | KGC | KINROSS GOLD CORP | Basic Materials | 1,950.0 | $55K | 0.00% | NEW | — | $28.16 | +2.5% |
| 391 | LUV | SOUTHWEST AIRLS CO | Industrials | 1,294.0 | $53K | 0.00% | NEW | — | $41.33 | +5.3% |
| 392 | NOW | SERVICENOW INC | Technology | 345.0 | $53K | 0.00% | NEW | — | $153.19 | -32.7% |
| 393 | XJH | ISHARES TR | — | 1,178.0 | $53K | 0.00% | NEW | — | $44.65 | +12.2% |
| 394 | CGGR | CAPITAL GROUP GROWTH ETF | — | 1,179.0 | $52K | 0.00% | NEW | — | $44.47 | +5.6% |
| 395 | AFL | AFLAC INC | Financial Services | 468.0 | $52K | 0.00% | NEW | — | $110.29 | +4.3% |
| 396 | TMUS | T-MOBILE US INC | Communication Services | 250.0 | $51K | 0.00% | NEW | — | $203.04 | -5.1% |
| 397 | — | CALAMOS ETF TR | — | 1,864.0 | $51K | 0.00% | NEW | — | $27.20 | — |
| 398 | CMC | COMMERCIAL METALS CO | Basic Materials | 724.0 | $50K | 0.00% | NEW | — | $69.22 | +7.9% |
| 399 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 384.0 | $50K | 0.00% | NEW | — | $130.22 | +11.6% |
| 400 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 305.0 | $49K | 0.00% | NEW | — | $160.85 | +10.4% |
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%