Armstrong Advisory Group, Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

Armstrong Advisory Group, Inc

CIK Number: 0001932952

1.32B
Market Value
821
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 10, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
648.30
-0.59% 259.28K 0.00% 152.63M 507.2 12.19% Share
2 BND Vanguard Total ...
73.80
-0.12% 1.79M 0.00% 128.51M 72.27 10.26% Share
3 IEF iShares 7-10 Ye...
96.15
-0.08% 1.14M 0.00% 105.68M 94.62 8.44% Share
4 VGT Vanguard Inform...
696.63
-1.59% 169.7K 0.00% 105.52M 333.47 8.42% Share
5 SCHK Schwab 1000 Ind...
31.14
-0.65% 2.63M 0.00% 74.55M 20.31 5.95% Share
6 SPLG SPDR Portfolio ...
75.90
-0.6% 998.85K 0.00% 68.86M 54.47 5.50% Share
7 IEI iShares 3-7 Yea...
119.69
+0.07% 390.28K 0.00% 45.1M 114.91 3.60% Share
8 XLF Financial Selec...
53.99
+0.26% 822.28K 0.00% 39.74M 34.73 3.17% Share
9 XLY Consumer Discre...
231.78
-1.01% 150.69K 0.00% 33.81M 140.61 2.70% Share
10 VHT Vanguard Health...
255.07
+0.60% 132.71K 0.00% 33.67M 248.17 2.69% Share
11 VOX Vanguard Commun...
180.16
-0.13% 188.68K 0.00% 29.24M 88.66 2.33% Share
12 TLT iShares 20+ Yea...
86.60
-0.71% 330.45K 0.00% 28.86M 87.38 2.30% Share
13 SPGP Invesco S&P 500...
112.70
-0.39% 259.82K 0.00% 27.25M 102.68 2.18% Share
14 XLI Industrial Sele...
152.02
-0.91% 168.12K 0.00% 22.15M 99.02 1.77% Share
15 SPY SPDR S&P 500 ET...
645.07
-0.59% 36.59K 0.00% 21.45M 401.47 1.71% Share
16 AAPL Apple Inc.
232.14
-0.18% 83.73K 0.00% 20.97M 130.79 1.67% Share
17 SGOV iShares 0-3 Mon...
100.74
+0.05% 202.99K 0.00% 20.36M 100.65 1.63% Share
18 XLP Consumer Staple...
80.78
+0.65% 215.67K 0.00% 16.95M 74.69 1.35% Share
19 BILS SPDR Bloomberg ...
99.50
+0.04% 167.34K 0.00% 16.59M 99.54 1.32% Share
20 VOO Vanguard S&P 50...
593.01
-0.59% 23.01K 0.00% 12.4M 352.49 0.99% Share
21 MSFT Microsoft Corpo...
506.69
-0.58% 27.51K 0.00% 11.59M 251.14 0.93% Share
22 XLE Energy Select S...
90.38
+0.53% 129.8K 0.00% 11.12M 87.37 0.89% Share
23 RSP Invesco S&P 500...
188.60
-0.08% 57.94K 0.00% 10.15M 175.04 0.81% Share
24 BRK-B Berkshire Hatha...
503.29
+0.69% 22.16K 0.00% 10.04M 334.24 0.80% Share
25 UPS United Parcel S...
87.47
+0.23% 68.17K 0.00% 8.6M 173.84 0.69% Share
26 CPRT Copart, Inc.
48.81
+0.12% 142.37K 0.00% 8.17M 30.45 0.65% Share
27 AMZN Amazon.com, Inc...
229.00
-1.12% 36.45K 0.00% 8M 101.43 0.64% Share
28 XLU Utilities Selec...
84.37
-0.31% 103.11K 0.00% 7.8M 70.7 0.62% Share
29 GOVT iShares U.S. Tr...
22.98
-0.09% 272.19K 0.00% 6.26M 23.04 0.50% Share
30 XLRE The Real Estate...
42.31
+0.55% 151.63K 0.00% 6.17M 36.95 0.49% Share
31 XLB Materials Selec...
92.29
+0.15% 61.12K 0.00% 5.14M 77.83 0.41% Share
32 VXF Vanguard Extend...
205.78
-0.63% 25.39K 0.00% 4.82M 134.41 0.39% Share
33 LLY Eli Lilly and C...
732.52
+0.08% 5.99K 0.00% 4.63M 366.04 0.37% Share
34 QQQ Invesco QQQ Tru...
570.40
-1.16% 8.84K 0.00% 4.52M 285.51 0.36% Share
35 DE Deere & Company
478.53
-2.63% 9.45K 0.00% 4M 428.76 0.32% Share
36 VYM Vanguard High D...
139.14
-0.09% 31.19K 0.00% 3.98M 112.74 0.32% Share
37 NVDA NVIDIA Corporat...
174.24
-3.29% 28.85K 0.00% 3.87M 77.81 0.31% Share
38 TJX The TJX Compani...
136.64
-0.35% 32.02K 0.00% 3.87M 80.27 0.31% Share
39 VIG Vanguard Divide...
211.02
-0.26% 14.97K 0.00% 2.93M 152.75 0.23% Share
40 JEPI JPMorgan Equity...
57.14
-0.09% 36.25K 0.00% 2.09M 55.41 0.17% Share
41 HDV iShares Core Hi...
123.36
+0.57% 18.53K 0.00% 2.08M 106.93 0.17% Share
42 XOM Exxon Mobil Cor...
114.36
+0.89% 18.66K 0.00% 2.01M 110.34 0.16% Share
43 VTI Vanguard Total ...
318.18
-0.6% 6.8K 0.00% 1.97M 191.84 0.16% Share
44 KO The Coca-Cola C...
69.01
+0.95% 31.19K 0.00% 1.94M 63.5 0.15% Share
45 ORCL Oracle Corporat...
226.16
-5.89% 11.25K 0.00% 1.88M 91.65 0.15% Share
46 IJH iShares Core S&...
65.18
-0.5% 28.49K 0.00% 1.78M 56.99 0.14% Share
47 SPHY SPDR Portfolio ...
23.83
-0.17% 75.52K 0.00% 1.77M 22.85 0.14% Share
48 WM Waste Managemen...
226.46
+0.84% 8.75K 0.00% 1.77M 156.98 0.14% Share
49 ABBV AbbVie Inc.
210.39
+1.19% 9.84K 0.00% 1.75M 161.58 0.14% Share
50 PFF iShares Preferr...
31.46
-0.51% 52.98K 0.00% 1.67M 31.08 0.13% Share
51 XYLD Global X S&P 50...
38.93
-0.21% 37.24K 0.00% 1.56M 39.96 0.12% Share
52 HD The Home Depot,...
406.64
-0.2% 3.92K 0.00% 1.52M 321.56 0.12% Share
53 GSLC Goldman Sachs A...
126.72
-0.54% 12.96K 0.00% 1.49M 76.13 0.12% Share
54 VZ Verizon Communi...
44.25
+0.73% 33.23K 0.00% 1.33M 38.96 0.11% Share
55 BAC Bank of America...
50.76
+0.53% 28.28K 0.00% 1.24M 33.18 0.10% Share
56 WMT Walmart Inc.
97.01
+0.94% 13.52K 0.00% 1.22M 61.65 0.10% Share
57 VTEB Vanguard Tax-Ex...
49.01
-0.01% 24.23K 0.00% 1.21M 49.87 0.10% Share
58 VGSH Vanguard Short-...
58.87
+0.10% 20.09K 0.00% 1.17M 58.98 0.09% Share
59 JPM JPMorgan Chase ...
301.45
+0.13% 4.64K 0.00% 1.11M 154.58 0.09% Share
60 USMV iShares MSCI US...
94.23
+0.21% 11.81K 0.00% 1.05M 72.36 0.08% Share
61 UNH UnitedHealth Gr...
309.83
+2.49% 2.06K 0.00% 1.04M 527.38 0.08% Share
62 MCD McDonald's Corp...
313.54
+0.42% 3.44K 0.00% 996.41K 263.63 0.08% Share
63 SDY SPDR S&P Divide...
141.31
+0.20% 7.48K 0.00% 988.11K 124.76 0.08% Share
64 LONZ PIMCO Senior Lo...
51.10
+0.11% 19K 0.00% 970.9K 50.79 0.08% Share
65 HON Honeywell Inter...
219.50
-0.84% 4.27K 0.00% 963.71K 212.64 0.08% Share
66 COST Costco Wholesal...
943.32
-0.17% 1.03K 0.00% 946.52K 613.21 0.08% Share
67 XSVN Bondbloxx Bloom...
48.02
-0.04% 20.4K 0.00% 943.52K 47.59 0.08% Share
68 GOOGL Alphabet Inc.
212.91
+0.60% 4.98K 0.00% 943.44K 103.98 0.08% Share
69 T AT&T Inc.
29.31
+1.28% 40.18K 0.00% 914.94K 18.2 0.07% Share
70 PG The Procter & G...
157.10
+0.93% 5.41K 0.00% 906.71K 151.53 0.07% Share
71 GOOG Alphabet Inc.
213.53
+0.55% 4.7K 0.00% 894.54K 105.54 0.07% Share
72 CAT Caterpillar Inc...
419.19
-3.61% 2.44K 0.00% 883.68K 239.78 0.07% Share
73 ED Consolidated Ed...
98.27
+0.10% 9.81K 0.00% 875.03K 95.31 0.07% Share
74 VCSH Vanguard Short-...
79.87
+0.05% 10.99K 0.00% 857.33K 76.27 0.07% Share
75 JNJ Johnson & Johns...
177.19
+0.99% 5.88K 0.00% 849.79K 176.65 0.07% Share
76 CMG Chipotle Mexica...
42.13
-0.66% 13.9K 0.00% 838.17K 29.05 0.07% Share
77 PEG Public Service ...
82.34
-0.3% 9.82K 0.00% 829.69K 61.27 0.07% Share
78 AGG iShares Core U....
99.48
-0.11% 8.54K 0.00% 827.2K 96.86 0.07% Share
79 MUB iShares Nationa...
104.47
-0.07% 7.6K 0.00% 810.25K 105.52 0.06% Share
80 AEP American Electr...
111.02
-0.68% 8.74K 0.00% 805.87K 93.22 0.06% Share
81 GLD SPDR Gold Share...
318.05
+0.96% 3.25K 0.00% 787.16K 189.27 0.06% Share
82 PEP PepsiCo, Inc.
148.65
+1.14% 5.02K 0.00% 763.24K 180.06 0.06% Share
83 CVX Chevron Corpora...
160.71
+0.87% 5.15K 0.00% 745.72K 176.26 0.06% Share
84 V Visa Inc.
351.96
+0.60% 2.34K 0.00% 740.17K 264.01 0.06% Share
85 IJK iShares S&P Mid...
95.18
-0.81% 8.07K 0.00% 734.26K 68.75 0.06% Share
86 SCHM Schwab U.S. Mid...
29.48
-0.32% 26.44K 0.00% 732.71K 21.87 0.06% Share
87 SHV iShares Short T...
110.49
+0.05% 6.61K 0.00% 727.97K 110.11 0.06% Share
88 HUBS HubSpot, Inc.
483.19
+1.44% 1.04K 0.00% 725.34K 420.25 0.06% Share
89 VUG Vanguard Growth...
458.95
-1.08% 1.75K 0.00% 718.59K 304.68 0.06% Share
90 COF Capital One Fin...
227.18
+0.02% 3.98K 0.00% 709.13K 94.97 0.06% Share
91 IJR iShares Core S&...
118.07
-0.39% 6.06K 0.00% 698.52K 95.46 0.06% Share
92 ES Eversource Ener...
64.08
-0.34% 12.09K 0.00% 694.17K 77.94 0.06% Share
93 DUK Duke Energy Cor...
122.50
+0.11% 6.4K 0.00% 689.33K 102.84 0.06% Share
94 RTX RTX Corporation
158.63
-1.26% 5.71K 0.00% 660.86K 100.91 0.05% Share
95 IBM International B...
243.48
-0.92% 3K 0.00% 658.76K 156.01 0.05% Share
96 HACK Amplify Cyberse...
84.50
-0.69% 8.78K 0.00% 654.17K 64.82 0.05% Share
97 CL Colgate-Palmoli...
84.08
+0.79% 7.09K 0.00% 644.46K 79.41 0.05% Share
98 MTUM iShares MSCI US...
243.78
-1.03% 3.06K 0.00% 632.73K 154.14 0.05% Share
99 AMLP Alerian MLP ETF
48.70
+0.40% 12.8K 0.00% 616.62K 47.44 0.05% Share
100 GE GE Aerospace
275.30
-0.25% 3.65K 0.00% 609.39K 114.86 0.05% Share
101 BX Blackstone Inc.
171.41
-0.35% 3.44K 0.00% 593.99K 74.2 0.05% Share
102 NFLX Netflix, Inc.
1208.25
-1.88% 645 0.00% 574.9K 353.31 0.05% Share
103 D Dominion Energy...
59.91
+0.16% 10.33K 0.00% 556.34K 60.43 0.04% Share
104 VGIT Vanguard Interm...
60.08
+0.03% 9.51K 0.00% 551.72K 58.12 0.04% Share
105 ADI Analog Devices,...
251.31
-1.16% 2.59K 0.00% 549.42K 164.7 0.04% Share
106 BLK BlackRock, Inc.
1127.71
-0.25% 521 0.00% 534.27K 1025.11 0.04% Share
107 AVGO Broadcom Inc.
297.39
-3.65% 2.28K 0.00% 529.48K 98.86 0.04% Share
108 TMO Thermo Fisher S...
492.95
+0.66% 1.02K 0.00% 528.55K 549.8 0.04% Share
109 VLO Valero Energy C...
152.05
+0.59% 4.3K 0.00% 526.64K 127.1 0.04% Share
110 VB Vanguard Small ...
252.54
-0.39% 2.05K 0.00% 492.53K 184.92 0.04% Share
111 ABT Abbott Laborato...
132.70
+1.01% 4.33K 0.00% 489.77K 109.79 0.04% Share
112 MO Altria Group, I...
67.21
+1.19% 9.33K 0.00% 487.83K 45.48 0.04% Share
113 RWL Invesco S&P 500...
108.12
-0.06% 4.96K 0.00% 485.59K 73.94 0.04% Share
114 META Meta Platforms,...
738.70
-1.65% 819 0.00% 479.58K 395.94 0.04% Share
115 SO The Southern Co...
92.33
+0.10% 5.76K 0.00% 474.57K 72.33 0.04% Share
116 AIQ Global X Artifi...
45.08
-0.99% 12.13K 0.00% 468.91K 31.74 0.04% Share
117 KMI Kinder Morgan, ...
26.98
-0.09% 17.09K 0.00% 468.19K 17.99 0.04% Share
118 SRLN SPDR Blackstone...
41.61
+0.06% 11.01K 0.00% 459.57K 41.18 0.04% Share
119 SCHX Schwab U.S. Lar...
25.55
-0.7% 19.74K 0.00% 457.6K 21.92 0.04% Share
120 IRM Iron Mountain I...
92.32
+0.38% 4.33K 0.00% 455.65K 49.85 0.04% Share
121 LOW Lowe's Companie...
258.04
+0.19% 1.77K 0.00% 436.34K 200.5 0.03% Share
122 DIS The Walt Disney...
118.42
+0.66% 3.9K 0.00% 433.92K 86.88 0.03% Share
123 HR Healthcare Real...
17.38
+0.12% 25.26K 0.00% 428.21K 19.27 0.03% Share
124 XLK Technology Sele...
262.47
-1.53% 1.8K 0.00% 418.54K 140.48 0.03% Share
125 SCHD Schwab U.S. Div...
27.93
+0.40% 15.2K 0.00% 415.24K 25.56 0.03% Share
126 PM Philip Morris I...
167.19
+0.86% 3.43K 0.00% 413.01K 101.14 0.03% Share
127 CSCO Cisco Systems, ...
69.09
-0.49% 6.9K 0.00% 408.24K 47.67 0.03% Share
128 HMOP Hartford Munici...
38.23
-0.31% 10.5K 0.00% 405.93K 37.56 0.03% Share
129 SCHB Schwab U.S. Bro...
24.93
-0.63% 17.24K 0.00% 391.35K 17.85 0.03% Share
130 PPA Invesco Aerospa...
147.96
-0.92% 3.38K 0.00% 387.38K 87.34 0.03% Share
131 IWF iShares Russell...
445.62
-1.18% 962 0.00% 386.32K 214.24 0.03% Share
132 IWD iShares Russell...
201.65
+0.02% 2.05K 0.00% 380.19K 160.3 0.03% Share
133 AXP American Expres...
331.16
+1.28% 1.28K 0.00% 379.3K 147.75 0.03% Share
134 BSX Boston Scientif...
105.56
-0.18% 4.08K 0.00% 364.25K 46.27 0.03% Share
135 IWM iShares Russell...
235.22
-0.42% 1.6K 0.00% 353.86K 178.57 0.03% Share
136 ESGV Vanguard ESG U....
114.52
-0.72% 3.36K 0.00% 352.85K 70.19 0.03% Share
137 CMCSA Comcast Corpora...
33.97
+1.19% 9.27K 0.00% 347.8K 35.43 0.03% Share
138 BMY Bristol-Myers S...
47.20
+0.69% 6.15K 0.00% 347.74K 70.76 0.03% Share
139 AMD Advanced Micro ...
162.63
-3.53% 2.85K 0.00% 344.37K 70.79 0.03% Share
140 IVW iShares S&P 500...
114.88
-1.16% 3.35K 0.00% 340.33K 58.5 0.03% Share
141 OKE ONEOK, Inc.
76.39
+0.66% 3.35K 0.00% 336.04K 64.32 0.03% Share
142 CSX CSX Corporation
32.51
-0.46% 10.37K 0.00% 334.61K 30.96 0.03% Share
143 NEE NextEra Energy,...
72.00
-0.12% 4.63K 0.00% 331.93K 83.04 0.03% Share
144 PLTR Palantir Techno...
156.71
-0.89% 4.38K 0.00% 331.34K 32.02 0.03% Share
145 QCOM QUALCOMM Incorp...
160.73
-0.04% 2.15K 0.00% 330.6K 110.25 0.03% Share
146 TSM Taiwan Semicond...
230.97
-3.07% 1.65K 0.00% 326.65K 169.28 0.03% Share
147 COP ConocoPhillips
99.01
+0.57% 3.25K 0.00% 321.81K 112.17 0.03% Share
148 ENB Enbridge Inc.
48.36
+1.15% 7.51K 0.00% 318.56K 39.16 0.03% Share
149 JEPQ JPMorgan Nasdaq...
55.68
-0.93% 5.61K 0.00% 316.18K 55.71 0.03% Share
150 SHW The Sherwin-Wil...
365.98
-0.06% 912 0.00% 310.02K 238.79 0.02% Share