Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 761 | ONDS | ONDAS INC | Technology | 700.0 | $6K | — | — | — | $9.04 | -27.8% |
| 762 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 65.0 | $6K | — | — | — | $96.74 | +16.0% |
| 763 | ERIE | ERIE INDTY CO | Financial Services | 25.0 | $6K | — | +7.0 | +38.9% | $251.32 | -9.6% |
| 764 | IYR | ISHARES TR | — | 66.0 | $6K | — | -34.0 | -34.0% | $94.56 | +12.2% |
| 765 | PJP | INVESCO EXCHANGE TRADED FD T | — | 60.0 | $6K | — | — | — | $103.77 | +15.4% |
| 766 | NATL | NCR ATLEOS CORPORATION | Technology | 142.0 | $6K | — | — | — | $43.58 | +8.8% |
| 767 | BAX | BAXTER INTL INC | Healthcare | 364.0 | $6K | — | — | — | $16.80 | +34.5% |
| 768 | RMD | RESMED INC | Healthcare | 27.0 | $6K | — | — | — | $224.48 | -11.4% |
| 769 | — | LENNAR CORP | — | 72.0 | $6K | — | NEW | — | $84.12 | — |
| 770 | KLAC | KLA CORP | Technology | 4.0 | $6K | — | -10.0 | -71.4% | $1472.50 | -85.6% |
| 771 | RJF | RAYMOND JAMES FINL INC | Financial Services | 40.0 | $6K | — | NEW | — | $144.80 | +16.3% |
| 772 | SBLK | STAR BULK CARRIERS CORP. | Industrials | 250.0 | $6K | — | — | — | $22.97 | +8.4% |
| 773 | MOH | MOLINA HEALTHCARE INC | Healthcare | 43.0 | $6K | — | +21.0 | +95.5% | $133.30 | +69.1% |
| 774 | PTC | PTC INC | Technology | 40.0 | $6K | — | NEW | — | $142.50 | -12.7% |
| 775 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 31.0 | $6K | — | -7.0 | -18.4% | $179.00 | -15.5% |
| 776 | BDX | BECTON DICKINSON & CO | Healthcare | 35.0 | $6K | — | -13.0 | -27.1% | $157.26 | +0.5% |
| 777 | EVRG | EVERGY INC | Utilities | 67.0 | $5K | — | — | — | $81.93 | +4.5% |
| 778 | HLN | HALEON PLC | Healthcare | 962.0 | $5K | — | -700.0 | -42.1% | $5.59 | +80.7% |
| 779 | OPY | OPPENHEIMER HLDGS INC | Financial Services | 60.0 | $5K | — | — | — | $89.20 | +22.2% |
| 780 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 100.0 | $5K | — | — | — | $52.76 | -5.8% |
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%