Latest ARMSTRONG ADVISORY GROUP, INC Stock Portfolio
ARMSTRONG ADVISORY GROUP, INC Performance:
2025 Q3: 2.84%YTD: 90%2024: 5.02%
Performance for 2025 Q3 is 2.84%, and YTD is 90%, and 2024 is 5.02%.
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 $1.4 Billions as of 30 Sep, 2025.
The top stock holdings of ARMSTRONG ADVISORY GROUP, INC are IJR, AAXJ, VAW. The fund has invested 10.9% of it's portfolio in ISHARES TR and 8.1% of portfolio in ISHARES TR.
The fund managers got completely rid off GLOBAL X FDS (AGNG), AVIENT CORPORATION (AVNT) and SYNOVUS FINL CORP (SNV) stocks. They significantly reduced their stock positions in ADIENT PLC (ADNT), BONDBLOXX ETF TRUST (XHYC) and SOUNDHOUND AI INC (SOUN). ARMSTRONG ADVISORY GROUP, INC opened new stock positions in EXCHANGE TRADED CONCEPTS TRU (BITQ), GLOBAL X FDS (AGNG) and GRANITESHARES GOLD TR. The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), SPDR SERIES TRUST (BIL) and COMFORT SYS USA INC (FIX).
The top stock holdings of ARMSTRONG ADVISORY GROUP, INC are IJR, AAXJ, VAW. The fund has invested 10.9% of it's portfolio in ISHARES TR and 8.1% of portfolio in ISHARES TR.
The fund managers got completely rid off GLOBAL X FDS (AGNG), AVIENT CORPORATION (AVNT) and SYNOVUS FINL CORP (SNV) stocks. They significantly reduced their stock positions in ADIENT PLC (ADNT), BONDBLOXX ETF TRUST (XHYC) and SOUNDHOUND AI INC (SOUN). ARMSTRONG ADVISORY GROUP, INC opened new stock positions in EXCHANGE TRADED CONCEPTS TRU (BITQ), GLOBAL X FDS (AGNG) and GRANITESHARES GOLD TR. The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), SPDR SERIES TRUST (BIL) and COMFORT SYS USA INC (FIX).
ARMSTRONG ADVISORY GROUP, INC Annual Return Estimates Vs S&P 500
Our best estimate is that ARMSTRONG ADVISORY GROUP, INC made a return of 2.84% in the last quarter. In trailing 12 months, it's portfolio return was 90.36%.
New Buys
| Ticker | $ Bought |
|---|---|
| exchange traded concepts tru | 10,232,500 |
| global x fds | 6,243,770 |
| graniteshares gold tr | 494,476 |
| spdr index shs fds | 479,029 |
| ishares tr | 440,012 |
| chesapeake utils corp | 404,070 |
| ishares tr | 117,134 |
| vaneck etf trust | 104,062 |
New stocks bought by ARMSTRONG ADVISORY GROUP, INC
Additions
| Ticker | % Inc. |
|---|---|
| schwab strategic tr | 6,626 |
| spdr series trust | 4,096 |
| comfort sys usa inc | 2,620 |
| vanguard star fds | 879 |
| uber technologies inc | 512 |
| schwab strategic tr | 346 |
| expedia group inc | 212 |
| monolithic pwr sys inc | 192 |
Additions to existing portfolio by ARMSTRONG ADVISORY GROUP, INC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -87.33 |
| symbotic inc | -59.15 |
| diamondback energy inc | -57.83 |
| coreweave inc | -54.59 |
| ishares tr | -38.96 |
| coterra energy inc | -38.13 |
| marathon pete corp | -37.76 |
| vanguard scottsdale fds | -37.26 |
ARMSTRONG ADVISORY GROUP, INC reduced stake in above stock
Sold off
Sector Distribution
ARMSTRONG ADVISORY GROUP, INC has about 88.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 88.7 |
| Technology | 3.6 |
| Industrials | 1.8 |
| Consumer Cyclical | 1.3 |
| Healthcare | 1.1 |
Market Cap. Distribution
ARMSTRONG ADVISORY GROUP, INC has about 10.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 88.7 |
| MEGA-CAP | 5.9 |
| LARGE-CAP | 4.6 |
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.
| 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 933 stocks in it's portfolio. About 57.8% of the portfolio is in top 10 stocks. UPS 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 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.47 | 81,622 | 20,783,400 | reduced | -0.65 | ||
| AAXJ | ishares tr | 8.07 | 957,560 | 114,438,000 | added | 1.63 | ||
| AAXJ | ishares tr | 0.13 | 59,696 | 1,887,600 | reduced | -1.85 | ||
| AAXJ | ishares tr | 0.05 | 7,183 | 764,893 | reduced | -6.14 | ||
| AAXJ | ishares tr | 0.05 | 6,245 | 690,029 | added | 40.31 | ||
| AAXJ | ishares tr | 0.04 | 16,697 | 610,276 | added | 0.04 | ||
| AAXJ | ishares tr | 0.02 | 4,388 | 234,087 | added | 0.78 | ||
| AAXJ | ishares tr | 0.02 | 1,967 | 224,002 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 1,838 | 124,672 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 763 | 81,474 | reduced | -20.19 | ||
| AAXJ | ishares tr | 0.00 | 233 | 48,806 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 2,778 | 43,004 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 314 | 33,736 | new | |||
| AAXJ | ishares tr | 0.00 | 377 | 30,609 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.16 | 9,490 | 2,197,420 | added | 0.11 | ||
| ABC | cencora inc | 0.01 | 358 | 111,886 | unchanged | 0.00 | ||
| ABNB | airbnb inc | 0.00 | 402 | 48,811 | added | 57.65 | ||
| ABT | abbott labs | 0.04 | 3,906 | 523,138 | added | 0.08 | ||
| ACES | alps etf tr | 0.04 | 11,058 | 518,965 | reduced | -24.04 | ||
| ACIO | etf ser solutions | 0.02 | 3,884 | 239,540 | added | 0.05 | ||