Latest ARMSTRONG ADVISORY GROUP, INC Stock Portfolio
ARMSTRONG ADVISORY GROUP, INC Performance:
2025 Q4: -1.65%YTD: 6.67%2024: 6.01%
Performance for 2025 Q4 is -1.65%, and YTD is 6.67%, and 2024 is 6.01%.
About ARMSTRONG ADVISORY GROUP, INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, ARMSTRONG ADVISORY GROUP, INC reported an equity portfolio of $1.5 Billions as of 31 Dec, 2025.
The top stock holdings of ARMSTRONG ADVISORY GROUP, INC are IJR, AAXJ, VAW. The fund has invested 11% of it's portfolio in ISHARES TR and 8% of portfolio in ISHARES TR.
The fund managers got completely rid off LIGHT & WONDER INC (LNW), MARSH & MCLENNAN COS INC (MMC) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in SOUNDHOUND AI INC (SOUN), COLGATE PALMOLIVE CO (CL) and GLOBAL X FDS (AGNG). ARMSTRONG ADVISORY GROUP, INC opened new stock positions in ISHARES TR (DMXF), SPDR SERIES TRUST (BIL) and PROFESIONALLY MANAGED PORTFO. The fund showed a lot of confidence in some stocks as they added substantially to TIDAL TRUST II, BONDBLOXX ETF TRUST (XHYC) and ISHARES TR (IJR).
The top stock holdings of ARMSTRONG ADVISORY GROUP, INC are IJR, AAXJ, VAW. The fund has invested 11% of it's portfolio in ISHARES TR and 8% of portfolio in ISHARES TR.
The fund managers got completely rid off LIGHT & WONDER INC (LNW), MARSH & MCLENNAN COS INC (MMC) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in SOUNDHOUND AI INC (SOUN), COLGATE PALMOLIVE CO (CL) and GLOBAL X FDS (AGNG). ARMSTRONG ADVISORY GROUP, INC opened new stock positions in ISHARES TR (DMXF), SPDR SERIES TRUST (BIL) and PROFESIONALLY MANAGED PORTFO. The fund showed a lot of confidence in some stocks as they added substantially to TIDAL TRUST II, BONDBLOXX ETF TRUST (XHYC) and ISHARES TR (IJR).
ARMSTRONG ADVISORY GROUP, INC Annual Return Estimates Vs S&P 500
Our best estimate is that ARMSTRONG ADVISORY GROUP, INC made a return of -1.65% in the last quarter. In trailing 12 months, it's portfolio return was 6.67%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 2,145,220 |
| ishares tr | 1,661,880 |
| spdr series trust | 949,338 |
| ishares tr | 333,208 |
| profesionally managed portfo | 170,392 |
| booz allen hamilton hldg cor | 61,246 |
| solstice advanced matls inc | 47,317 |
| global x fds | 31,902 |
New stocks bought by ARMSTRONG ADVISORY GROUP, INC
Additions
| Ticker | % Inc. |
|---|---|
| tidal trust ii | 7,160 |
| bondbloxx etf trust | 6,952 |
| ishares tr | 2,754 |
| motorola solutions inc | 1,646 |
| spdr series trust | 1,254 |
| netflix inc | 1,036 |
| nebius group n.v. | 500 |
| ishares silver tr | 436 |
Additions to existing portfolio by ARMSTRONG ADVISORY GROUP, INC
Reductions
| Ticker | % Reduced |
|---|---|
| global x fds | -94.96 |
| spdr gold tr | -94.33 |
| invesco exch traded fd tr ii | -82.78 |
| adobe inc | -77.8 |
| automatic data processing in | -72.2 |
| symbotic inc | -58.41 |
| spdr series trust | -49.95 |
| vanguard instl index fd | -48.1 |
ARMSTRONG ADVISORY GROUP, INC reduced stake in above stock
Sold off
Sector Distribution
ARMSTRONG ADVISORY GROUP, INC has about 88.8% of it's holdings in Others sector.
- Others
- Technology
- Industrials
- Consumer Cyclical
- Healthcare
| Sector | % |
|---|---|
| Others | 88.8 |
| Technology | 3.5 |
| Industrials | 1.7 |
| Consumer Cyclical | 1.3 |
| Healthcare | 1.2 |
Market Cap. Distribution
ARMSTRONG ADVISORY GROUP, INC has about 10.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 88.8 |
| MEGA-CAP | 6 |
| LARGE-CAP | 4.4 |
Stocks belong to which Index?
About 10.1% 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 | 89.2 |
| S&P 500 | 10.1 |
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 946 stocks in it's portfolio. About 55.6% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for ARMSTRONG ADVISORY GROUP, INC last quarter.
Last Reported on: 08 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.48 | 80,714 | 21,942,900 | reduced | -1.11 | ||
| AAXJ | ishares tr | 7.97 | 988,397 | 117,965,000 | added | 3.22 | ||
| AAXJ | ishares tr | 0.15 | 71,195 | 2,204,190 | added | 19.26 | ||
| AAXJ | ishares tr | 0.05 | 7,218 | 773,120 | added | 0.49 | ||
| AAXJ | ishares tr | 0.05 | 19,364 | 763,910 | added | 15.97 | ||
| AAXJ | ishares tr | 0.04 | 5,800 | 638,848 | reduced | -7.13 | ||
| AAXJ | ishares tr | 0.02 | 5,371 | 287,406 | added | 22.4 | ||
| AAXJ | ishares tr | 0.01 | 1,967 | 224,081 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 1,838 | 131,252 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 763 | 81,413 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 280 | 60,163 | added | 20.17 | ||
| AAXJ | ishares tr | 0.00 | 2,778 | 45,643 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 314 | 33,708 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 377 | 30,398 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.14 | 9,415 | 2,151,340 | reduced | -0.79 | ||
| ABC | cencora inc | 0.01 | 358 | 120,915 | unchanged | 0.00 | ||
| ABNB | airbnb inc | 0.00 | 342 | 46,417 | reduced | -14.93 | ||
| ABT | abbott labs | 0.04 | 4,389 | 549,860 | added | 12.37 | ||
| ACES | alps etf tr | 0.02 | 7,556 | 355,262 | reduced | -31.67 | ||
| ACIO | etf ser solutions | 0.02 | 3,886 | 248,047 | added | 0.05 | ||