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Latest ARMSTRONG ADVISORY GROUP, INC Stock Portfolio

$1.03Billion– No. of Holdings #762

Performance:
2024 Q1: 0.05%YTD: 0.05%2023: 6.19%

Performance for 2024 Q1 is 0.05%, and YTD is 0.05%, and 2023 is 6.19%.

About ARMSTRONG ADVISORY GROUP, INC and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, ARMSTRONG ADVISORY GROUP, INC reported an equity portfolio of $1 Billions as of 31 Mar, 2024.

The top stock holdings of ARMSTRONG ADVISORY GROUP, INC are AGG, VAW, BIL. The fund has invested 11.7% of it's portfolio in ISHARES TR and 9.6% of portfolio in VANGUARD WORLD FDS.

They significantly reduced their stock positions in WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to CANOO INC (GOEV), OUTLOOK THERAPEUTICS INC (OTLK) and INSEEGO CORP (INSG).
Equity Portfolio Value
Last Reported on: 12 Apr, 2024

Performance Estimate

Our best estimate is that ARMSTRONG ADVISORY GROUP, INC made a return of 0.05% in the last quarter. In trailing 12 months, it's portfolio return was 4.26%.

New Buys

No new stocks were added by ARMSTRONG ADVISORY GROUP, INC

Additions

No additions were made to existing positions by ARMSTRONG ADVISORY GROUP, INC

Reductions

Ticker% Reduced
walmart inc-66.67

ARMSTRONG ADVISORY GROUP, INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by ARMSTRONG ADVISORY GROUP, INC

Sector Distribution

ARMSTRONG ADVISORY GROUP, INC has about 83.9% of it's holdings in Others sector.

Sector%
Others83.9
Utilities4.2
Technology3.5
Industrials3.2
Consumer Cyclical1.3
Healthcare1.1

Market Cap. Distribution

ARMSTRONG ADVISORY GROUP, INC has about 12.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED83.9
LARGE-CAP6.6
MEGA-CAP5.6
SMALL-CAP3.6

Stocks belong to which Index?

About 15.6% of the stocks held by ARMSTRONG ADVISORY GROUP, INC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others84.4
S&P 50011.9
RUSSELL 20003.7
Top 5 Winners (%)%
WMT
walmart inc
72.0 %
Top 5 Winners ($)$
WMT
walmart inc
0.5 M
Top 5 Losers (%)%
INSG
inseego corp
-45.6 %
GOEV
canoo inc
-4.3 %
OTLK
outlook therapeutics inc
-3.3 %
Top 5 Losers ($)$
INSG
inseego corp
0.0 M
OTLK
outlook therapeutics inc
0.0 M
GOEV
canoo inc
0.0 M

Current Stock Holdings of ARMSTRONG ADVISORY GROUP, INC

ARMSTRONG ADVISORY GROUP, INC has 762 stocks in it's portfolio. About 57.5% of the portfolio is in top 10 stocks. INSG proved to be the most loss making stock for the portfolio. WMT was the most profitable stock for ARMSTRONG ADVISORY GROUP, INC last quarter.

Last Reported on: 12 Apr, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions