Armstrong Advisory Group, Inc has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.22 Billion distributed in 880 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $145M, Vanguard Bd Index Fd Inc Total with a value of $131M, Ishares Barclays with a value of $109M, Vanguard Information Technolog with a value of $92.2M, and Schwab Strategic Tr 1000 Index with a value of $70.5M.

Examining the 13F form we can see an decrease of $31.9M in the current position value, from $1.25B to 1.22B.

Armstrong Advisory Group, Inc is based out at Needham, MA

Below you can find more details about Armstrong Advisory Group, Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.22 Billion
ETFs: $1.06 Billion
Technology: $40.5 Million
Consumer Cyclical: $24.5 Million
Industrials: $21.4 Million
Financial Services: $21.1 Million
Healthcare: $12.9 Million
Consumer Defensive: $8.59 Million
Utilities: $7.74 Million
Other: $16.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 880
  • Current Value $1.22 Billion
  • Prior Value $1.25 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Armstrong Advisory Group, Inc Portfolio

Follow Armstrong Advisory Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Armstrong Advisory Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Armstrong Advisory Group, Inc with notifications on news.