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Armstrong Advisory Group, Inc Top Holdings and 13F Report (2025)

About Armstrong Advisory Group, Inc

Investment Activity

  • Armstrong Advisory Group, Inc has $1.25 billion in total holdings as of December 31, 2024.
  • Armstrong Advisory Group, Inc owns shares of 842 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 13.18% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Armstrong Advisory Group, Inc has purchased 782 new stocks and bought additional shares in 229 stocks.
  • Armstrong Advisory Group, Inc sold shares of 98 stocks and completely divested from 29 stocks this quarter.

Largest New Holdings this Quarter

BLACKROCK INC
$534,273 Holding
LAM RESEARCH CORP
$152,406 Holding

Largest Purchases this Quarter

iShares 7-10 Year Treasury Bond ETF
507,737 shares (about $46.94M)
Schwab 1000 Index ETF
1,363,200 shares (about $38.59M)
iShares 20+ Year Treasury Bond ETF
329,099 shares (about $28.74M)
Invesco S&P 500 Equal Weight ETF
57,612 shares (about $10.10M)
iShares Core S&P 500 ETF
11,069 shares (about $6.52M)

Largest Sales this Quarter

Vanguard Short-Term Treasury Index ETF
751,099 shares (about $43.70M)
Vanguard Total Bond Market ETF
328,562 shares (about $23.63M)
United Parcel Service
6,975 shares (about $879.55K)
iShares U.S. Treasury Bond ETF
23,386 shares (about $537.41K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofArmstrong Advisory Group, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$152,632,431$6,516,102 4.5%259,27912.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$128,514,944$23,626,890 -15.5%1,787,16410.3%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$105,684,835$46,940,272 79.9%1,143,1578.4%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$105,520,168$3,169,317 3.1%169,7018.4%ETF
Schwab 1000 Index ETF stock logo
SCHK
Schwab 1000 Index ETF
$74,547,748$38,592,186 107.3%2,633,2666.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$68,860,606$2,242,550 3.4%998,8485.5%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$45,097,373$2,012,075 4.7%390,2843.6%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$39,741,024$1,492,043 3.9%822,2853.2%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$33,807,302$976,820 3.0%150,6902.7%Finance
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$33,667,506$844,789 2.6%132,7112.7%ETF
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$29,237,087$558,631 1.9%188,6752.3%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$28,858,184$28,740,201 24,359.7%330,4502.3%ETF
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$27,249,628$1,833,828 7.2%259,8172.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$22,151,459$483,163 2.2%168,1201.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$21,447,690$1,699,639 8.6%36,5951.7%Finance
Apple Inc. stock logo
AAPL
Apple
$20,969,015$226,381 -1.1%83,7351.7%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$20,363,685$1,819,707 9.8%202,9871.6%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$16,953,495$592,876 3.6%215,6661.4%ETF
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$16,592,218$1,652,529 11.1%167,3451.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$12,398,206$75,973 0.6%23,0101.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$11,593,744$268,916 2.4%27,5060.9%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$11,118,431$325,080 3.0%129,7970.9%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$10,152,489$10,095,364 17,672.4%57,9380.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,042,872$498,155 5.2%22,1560.8%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$8,596,364$879,548 -9.3%68,1710.7%Transportation
Copart, Inc. stock logo
CPRT
Copart
$8,170,500$21,005 -0.3%142,3680.7%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,995,888$661,900 9.0%36,4460.6%Retail/Wholesale
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$7,804,402$305,712 4.1%103,1100.6%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$6,255,049$537,411 -7.9%272,1950.5%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$6,166,654$161,988 2.7%151,6270.5%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$5,142,975$77,409 1.5%61,1240.4%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$4,823,113$318,033 -6.2%25,3870.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,625,935$29,337 -0.6%5,9920.4%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,519,942$91,002 2.1%8,8410.4%Finance
Deere & Company stock logo
DE
Deere & Company
$4,003,894$137,700 -3.3%9,4500.3%Industrial Products
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,979,568$202,742 5.4%31,1900.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,873,742$1,511,439 64.0%28,8460.3%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,868,699$25,974 0.7%32,0230.3%Retail/Wholesale
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,931,576$58,749 2.0%14,9700.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$2,085,700$150,844 7.8%36,2540.2%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$2,079,857$198,365 10.5%18,5270.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,007,302$2,151 -0.1%18,6600.2%Oils/Energy
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,969,884$5,796 -0.3%6,7970.2%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,942,016$436 0.0%31,1920.2%Consumer Staples
Oracle Co. stock logo
ORCL
Oracle
$1,875,200$66,656 3.7%11,2530.1%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,775,324$3,365 0.2%28,4920.1%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$1,772,330$98,057 5.9%75,5150.1%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$1,765,259$4,036 0.2%8,7480.1%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$1,749,006$10,307 0.6%9,8420.1%Medical
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,665,545$21,914 1.3%52,9750.1%ETF
Global X S&P 500 Covered Call ETF stock logo
XYLD
Global X S&P 500 Covered Call ETF
$1,560,352$43,408 2.9%37,2400.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,523,402$110,871 7.8%3,9160.1%Retail/Wholesale
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$1,492,479$36,857 -2.4%12,9580.1%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,328,893$720 -0.1%33,2310.1%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$1,242,802$25,183 2.1%28,2780.1%Finance
Walmart Inc. stock logo
WMT
Walmart
$1,221,175$25,931 2.2%13,5160.1%Retail/Wholesale
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,214,450$129,486 11.9%24,2260.1%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$1,169,016$43,699,136 -97.4%20,0930.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,113,214$131,601 13.4%4,6440.1%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,048,344$13,762 -1.3%11,8070.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,041,878$23,771 2.3%2,0600.1%Medical
McDonald's Co. stock logo
MCD
McDonald's
$996,414$6,088 0.6%3,4370.1%Retail/Wholesale
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$988,108$44,254 -4.3%7,4800.1%ETF
LONZ
PIMCO Senior Loan Active Exchange-Traded Fund
$970,900$72,460 8.1%19,0000.1%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$963,714$4,066 -0.4%4,2660.1%Multi-Sector Conglomerates
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$946,519$26,572 2.9%1,0330.1%Retail/Wholesale
XSVN
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
$943,519$344,452 57.5%20,3960.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$943,442$28,016 3.1%4,9840.1%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$914,943$30,739 3.5%40,1820.1%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$906,706$1,341 -0.1%5,4080.1%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$894,543$110,270 14.1%4,6970.1%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$883,6840.0%2,4360.1%Industrial Products
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$875,031$4,819 -0.5%9,8060.1%Utilities
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$857,330$20,283 2.4%10,9900.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$849,788$2,892 -0.3%5,8760.1%Medical
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$838,1700.0%13,9000.1%Retail/Wholesale
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$829,6920.0%9,8200.1%Utilities
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$827,196$109,201 15.2%8,5370.1%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$810,255$22,164 -2.7%7,6040.1%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$805,865$5,995 -0.7%8,7380.1%Utilities
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$787,165$136,804 21.0%3,2510.1%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$763,237$5,627 -0.7%5,0190.1%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$745,722$3,766 -0.5%5,1490.1%Oils/Energy
Visa Inc. stock logo
V
Visa
$740,166$367,555 98.6%2,3420.1%Business Services
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$734,260$1,637 0.2%8,0750.1%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$732,708$488,472 200.0%26,4420.1%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$727,974$727,974 New Holding6,6110.1%ETF
HubSpot, Inc. stock logo
HUBS
HubSpot
$725,3380.0%1,0410.1%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$718,593$194,935 37.2%1,7510.1%ETF
Capital One Financial Co. stock logo
COF
Capital One Financial
$709,135$25,320 -3.4%3,9770.1%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$698,519$461 0.1%6,0620.1%ETF
Eversource Energy stock logo
ES
Eversource Energy
$694,171$18,837 -2.6%12,0870.1%Utilities
Duke Energy Co. stock logo
DUK
Duke Energy
$689,331$23,488 -3.3%6,3980.1%Utilities
RTX Co. stock logo
RTX
RTX
$660,864$5,786 -0.9%5,7110.1%Aerospace
International Business Machines Co. stock logo
IBM
International Business Machines
$658,763$110,343 20.1%2,9970.1%Computer and Technology
AMPLIFY ETF TR
$654,166$298 0.0%8,7820.1%AMPLIFY CYBERSEC
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$644,461$21,546 -3.2%7,0890.1%Consumer Staples
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$632,726$207 0.0%3,0580.1%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$616,618$243,295 65.2%12,8040.0%ETF
General Electric stock logo
GE
General Electric
$609,394$2,168 0.4%3,6540.0%Transportation

Showing largest 100 holdings. View all holdings.
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