Latest ARMSTRONG ADVISORY GROUP, INC Stock Portfolio
ARMSTRONG ADVISORY GROUP, INC Performance:
2026 Q1: -1.35%YTD: -1.35%2025: 15.11%
Performance for 2026 Q1 is -1.35%, and YTD is -1.35%, and 2025 is 15.11%.
About ARMSTRONG ADVISORY GROUP, INC and 13F Hedge Fund Stock Holdings
On 2026-04-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, ARMSTRONG ADVISORY GROUP, INC reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.
The top stock holdings of ARMSTRONG ADVISORY GROUP, INC are IJR, AAXJ, . The fund has invested 18.6% of it's portfolio in ISHARES TR and 8.6% of portfolio in ISHARES TR.
The fund managers got completely rid off CYBERARK SOFTWARE LTD (CYBR), ASTRAZENECA PLC (AZN) and COLUMBIA ETF TR II (ECON) stocks. They significantly reduced their stock positions in BONDBLOXX ETF TRUST (XHYC), FRANKLIN TEMPLETON ETF TR (BUYZ) and ISHARES INC (EMGF). ARMSTRONG ADVISORY GROUP, INC opened new stock positions in SPDR SERIES TRUST (BIL), ABRDN ETFS (BCD) and INVESCO ACTIVELY MANAGED EXC (GSY). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), SPDR SERIES TRUST (BIL) and LENNAR CORP (LEN).
The top stock holdings of ARMSTRONG ADVISORY GROUP, INC are IJR, AAXJ, . The fund has invested 18.6% of it's portfolio in ISHARES TR and 8.6% of portfolio in ISHARES TR.
The fund managers got completely rid off CYBERARK SOFTWARE LTD (CYBR), ASTRAZENECA PLC (AZN) and COLUMBIA ETF TR II (ECON) stocks. They significantly reduced their stock positions in BONDBLOXX ETF TRUST (XHYC), FRANKLIN TEMPLETON ETF TR (BUYZ) and ISHARES INC (EMGF). ARMSTRONG ADVISORY GROUP, INC opened new stock positions in SPDR SERIES TRUST (BIL), ABRDN ETFS (BCD) and INVESCO ACTIVELY MANAGED EXC (GSY). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), SPDR SERIES TRUST (BIL) and LENNAR CORP (LEN).
ARMSTRONG ADVISORY GROUP, INC Annual Return Estimates Vs S&P 500
Our best estimate is that ARMSTRONG ADVISORY GROUP, INC made a return of -1.35% in the last quarter. In trailing 12 months, it's portfolio return was 13.55%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| spdr series trust | 18,336,100 |
| abrdn etfs | 9,621,920 |
| invesco actively managed exc | 962,304 |
| united sts brent oil fd lp | 834,709 |
| first tr exchange-traded fd | 334,031 |
| sonida senior living inc | 276,963 |
| vaneck etf trust | 239,697 |
| vanguard ny tax free fds | 197,319 |
New stocks bought by ARMSTRONG ADVISORY GROUP, INC
Additions
| Ticker | % Inc. |
|---|---|
| invesco exchange traded fd t | 403,882 |
| spdr series trust | 10,606 |
| lennar corp | 7,261 |
| invesco exchange traded fd t | 6,319 |
| millrose pptys inc | 4,970 |
| ishares tr | 2,004 |
| chubb ltd switz | 1,130 |
| plains all amern pipeline l | 915 |
Additions to existing portfolio by ARMSTRONG ADVISORY GROUP, INC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares inc | -98.03 |
| vanguard intl equity index f | -97.89 |
| ishares inc | -97.76 |
| ishares tr | -97.25 |
| exchange traded concepts tru | -95.78 |
| spdr series trust | -88.77 |
| ishares tr | -78.77 |
| ishares tr | -70.96 |
ARMSTRONG ADVISORY GROUP, INC reduced stake in above stock
Sold off
Sector Distribution
ARMSTRONG ADVISORY GROUP, INC has about 89.6% of it's holdings in Others sector.
- Others
- Technology
- Industrials
- Consumer Cyclical
| Sector | % |
|---|---|
| Others | 89.6 |
| Technology | 3.1 |
| Industrials | 1.7 |
| Consumer Cyclical | 1.2 |
Market Cap. Distribution
ARMSTRONG ADVISORY GROUP, INC has about 9.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 89.6 |
| MEGA-CAP | 6.1 |
| LARGE-CAP | 3.8 |
Stocks belong to which Index?
About 9.5% of the stocks held by ARMSTRONG ADVISORY GROUP, INC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 90 |
| S&P 500 | 9.5 |
ARMSTRONG ADVISORY GROUP, INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of ARMSTRONG ADVISORY GROUP, INC
ARMSTRONG ADVISORY GROUP, INC has 952 stocks in it's portfolio. About 61.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. ACWV was the most profitable stock for ARMSTRONG ADVISORY GROUP, INC last quarter.
Last Reported on: 10 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.31 | 76,992 | 19,539,900 | reduced | -4.61 | ||
| AAXJ | ishares tr | 8.63 | 1,084,490 | 128,620,000 | added | 9.72 | ||
| AAXJ | ishares tr | 0.15 | 73,685 | 2,234,140 | added | 3.5 | ||
| AAXJ | ishares tr | 0.06 | 19,716 | 839,113 | added | 1.82 | ||
| AAXJ | ishares tr | 0.04 | 5,720 | 631,390 | reduced | -1.38 | ||
| AAXJ | ishares tr | 0.04 | 5,680 | 602,899 | reduced | -21.31 | ||
| AAXJ | ishares tr | 0.02 | 6,100 | 324,054 | added | 13.57 | ||
| AAXJ | ishares tr | 0.01 | 1,967 | 219,065 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 1,838 | 136,656 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 763 | 81,260 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 329 | 72,044 | added | 17.5 | ||
| AAXJ | ishares tr | 0.00 | 2,778 | 50,810 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 314 | 33,498 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 377 | 29,995 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.14 | 9,265 | 2,015,030 | reduced | -1.59 | ||
| ABC | cencora inc | 0.01 | 358 | 112,463 | unchanged | 0.00 | ||
| ABNB | airbnb inc | 0.00 | 361 | 45,588 | added | 5.56 | ||
| ABT | abbott laboratories | 0.03 | 4,392 | 450,968 | added | 0.07 | ||
| ACES | alps etf tr | 0.03 | 7,594 | 399,765 | added | 0.5 | ||
| ACIO | etf ser solutions | 0.02 | 3,888 | 265,035 | added | 0.05 | ||