Armstrong Advisory Group, Inc has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.2 Billion distributed in 785 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $159M, Ishares Core S&P 500 ETF with a value of $143M, Vanguard Information Technolog with a value of $96.5M, Schwab Strategic Tr 1000 Index with a value of $70.2M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $65.2M.

Examining the 13F form we can see an increase of $76.7M in the current position value, from $1.13B to 1.2B. Also it can be appreciated an additional of 57 stocks purchases and 2 closed positions.

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 $1.2 Billion
ETFs: $1.05 Billion
Technology: $42.6 Million
Industrials: $23.6 Million
Consumer Cyclical: $23.6 Million
Financial Services: $18.2 Million
Healthcare: $13.3 Million
Consumer Defensive: $8.47 Million
Utilities: $7.93 Million
Other: $16 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 785
  • Current Value $1.2 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 57 stocks
  • Additional Purchases 157 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 173 stocks
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