Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | LNG | CHENIERE ENERGY INC | Energy | 158.0 | $31K | 0.00% | NEW | — | $194.44 | +19.3% |
| 482 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 118.0 | $31K | 0.00% | NEW | — | $259.50 | +18.3% |
| 483 | HYG | ISHARES TR | — | 377.0 | $30K | 0.00% | NEW | — | $80.63 | -0.6% |
| 484 | SCHR | SCHWAB STRATEGIC TR | — | 1,211.0 | $30K | 0.00% | NEW | — | $25.08 | -1.7% |
| 485 | FAF | FIRST AMERN FINL CORP | Financial Services | 494.0 | $30K | 0.00% | NEW | — | $61.44 | +9.8% |
| 486 | — | NEBIUS GROUP N.V. | — | 360.0 | $30K | 0.00% | NEW | — | $83.71 | — |
| 487 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 49.0 | $30K | 0.00% | NEW | — | $605.02 | -15.5% |
| 488 | ARKQ | ARK ETF TR | — | 258.0 | $30K | 0.00% | NEW | — | $114.77 | +21.8% |
| 489 | FAST | FASTENAL CO | Industrials | 737.0 | $30K | 0.00% | NEW | — | $40.13 | +12.0% |
| 490 | KKR | KKR & CO INC | Financial Services | 232.0 | $30K | 0.00% | NEW | — | $127.48 | -25.8% |
| 491 | BNS | BANK NOVA SCOTIA HALIFAX | Financial Services | 400.0 | $29K | 0.00% | NEW | — | $73.69 | +9.3% |
| 492 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 384.0 | $29K | 0.00% | NEW | — | $76.67 | +16.6% |
| 493 | GIS | GENERAL MLS INC | Consumer Defensive | 624.0 | $29K | 0.00% | NEW | — | $46.50 | -27.7% |
| 494 | QBTS | D-WAVE QUANTUM INC | Technology | 1,103.0 | $29K | 0.00% | NEW | — | $26.15 | +4.7% |
| 495 | VSS | VANGUARD INTL EQUITY INDEX F | — | 200.0 | $29K | 0.00% | NEW | — | $143.33 | +12.4% |
| 496 | WRB | BERKLEY W R CORP | Financial Services | 397.0 | $28K | 0.00% | NEW | — | $70.11 | -6.8% |
| 497 | — | FLOTEK INDS INC DEL | — | 1,609.0 | $28K | 0.00% | NEW | — | $17.23 | — |
| 498 | ALL | ALLSTATE CORP | Financial Services | 133.0 | $28K | 0.00% | NEW | — | $208.15 | +1.0% |
| 499 | CNI | CANADIAN NATL RY CO | Industrials | 280.0 | $28K | 0.00% | NEW | — | $98.85 | +19.6% |
| 500 | INDB | INDEPENDENT BK CORP MASS | Financial Services | 379.0 | $28K | 0.00% | NEW | — | $73.02 | +8.3% |
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
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%