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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 March 31, 2025.
  • Armstrong Advisory Group, Inc owns shares of 842 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Armstrong Advisory Group, Inc has purchased 840 new stocks and bought additional shares in 0 stocks.
  • Armstrong Advisory Group, Inc sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

98311A105 - Wyndham Hotels & Resorts
$49 Holding
894164102 - Travel + Leisure
$24 Holding

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
$152,632,4310.0%259,27912.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$128,514,9440.0%1,787,16410.3%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$105,684,8350.0%1,143,1578.4%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$105,520,1680.0%169,7018.4%ETF
Schwab 1000 Index ETF stock logo
SCHK
Schwab 1000 Index ETF
$74,547,7480.0%2,633,2666.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$68,860,6060.0%998,8485.5%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$45,097,3730.0%390,2843.6%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$39,741,0240.0%822,2853.2%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$33,807,3020.0%150,6902.7%Finance
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$33,667,5060.0%132,7112.7%ETF
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$29,237,0870.0%188,6752.3%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$28,858,1840.0%330,4502.3%ETF
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$27,249,6280.0%259,8172.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$22,151,4590.0%168,1201.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$21,447,6900.0%36,5951.7%Finance
Apple Inc. stock logo
AAPL
Apple
$20,969,0150.0%83,7351.7%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$20,363,6850.0%202,9871.6%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$16,953,4950.0%215,6661.4%ETF
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$16,592,2180.0%167,3451.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$12,398,2060.0%23,0101.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$11,593,7440.0%27,5060.9%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$11,118,4310.0%129,7970.9%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$10,152,4890.0%57,9380.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,042,8720.0%22,1560.8%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$8,596,3640.0%68,1710.7%Transportation
Copart, Inc. stock logo
CPRT
Copart
$8,170,5000.0%142,3680.7%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,995,8880.0%36,4460.6%Retail/Wholesale
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$7,804,4020.0%103,1100.6%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$6,255,0490.0%272,1950.5%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$6,166,6540.0%151,6270.5%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$5,142,9750.0%61,1240.4%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$4,823,1130.0%25,3870.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,625,9350.0%5,9920.4%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,519,9420.0%8,8410.4%Finance
Deere & Company stock logo
DE
Deere & Company
$4,003,8940.0%9,4500.3%Industrials
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,979,5680.0%31,1900.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,873,7420.0%28,8460.3%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,868,6990.0%32,0230.3%Retail/Wholesale
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,931,5760.0%14,9700.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$2,085,7000.0%36,2540.2%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$2,079,8570.0%18,5270.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,007,3020.0%18,6600.2%Energy
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,969,8840.0%6,7970.2%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,942,0160.0%31,1920.2%Consumer Staples
Oracle Co. stock logo
ORCL
Oracle
$1,875,2000.0%11,2530.1%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,775,3240.0%28,4920.1%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$1,772,3300.0%75,5150.1%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$1,765,2590.0%8,7480.1%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$1,749,0060.0%9,8420.1%Medical
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,665,5450.0%52,9750.1%ETF
Global X S&P 500 Covered Call ETF stock logo
XYLD
Global X S&P 500 Covered Call ETF
$1,560,3520.0%37,2400.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,523,4020.0%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
$1,492,4790.0%12,9580.1%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,328,8930.0%33,2310.1%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$1,242,8020.0%28,2780.1%Finance
Walmart Inc. stock logo
WMT
Walmart
$1,221,1750.0%13,5160.1%Retail/Wholesale
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,214,4500.0%24,2260.1%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$1,169,0160.0%20,0930.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,113,2140.0%4,6440.1%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,048,3440.0%11,8070.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,041,8780.0%2,0600.1%Medical
McDonald's Co. stock logo
MCD
McDonald's
$996,4140.0%3,4370.1%Retail/Wholesale
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$988,1080.0%7,4800.1%ETF
LONZ
PIMCO Senior Loan Active Exchange-Traded Fund
$970,9000.0%19,0000.1%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$963,7140.0%4,2660.1%Multi-Sector Conglomerates
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$946,5190.0%1,0330.1%Retail/Wholesale
XSVN
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
$943,5190.0%20,3960.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$943,4420.0%4,9840.1%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$914,9430.0%40,1820.1%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$906,7060.0%5,4080.1%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$894,5430.0%4,6970.1%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$883,6840.0%2,4360.1%Industrials
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$875,0310.0%9,8060.1%Utilities
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$857,3300.0%10,9900.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$849,7880.0%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
$827,1960.0%8,5370.1%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$810,2550.0%7,6040.1%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$805,8650.0%8,7380.1%Utilities
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$787,1650.0%3,2510.1%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$763,2370.0%5,0190.1%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$745,7220.0%5,1490.1%Energy
Visa Inc. stock logo
V
Visa
$740,1660.0%2,3420.1%Business Services
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$734,2600.0%8,0750.1%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$732,7080.0%26,4420.1%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$727,9740.0%6,6110.1%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
$718,5930.0%1,7510.1%ETF
Capital One Financial Co. stock logo
COF
Capital One Financial
$709,1350.0%3,9770.1%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$698,5190.0%6,0620.1%ETF
Eversource Energy stock logo
ES
Eversource Energy
$694,1710.0%12,0870.1%Utilities
Duke Energy Co. stock logo
DUK
Duke Energy
$689,3310.0%6,3980.1%Utilities
RTX Co. stock logo
RTX
RTX
$660,8640.0%5,7110.1%Aerospace
International Business Machines Co. stock logo
IBM
International Business Machines
$658,7630.0%2,9970.1%Computer and Technology
AMPLIFY ETF TR
$654,1660.0%8,7820.1%AMPLIFY CYBERSEC
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$644,4610.0%7,0890.1%Consumer Staples
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$632,7260.0%3,0580.1%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$616,6180.0%12,8040.0%ETF
General Electric stock logo
GE
General Electric
$609,3940.0%3,6540.0%Transportation

Showing largest 100 holdings. View all holdings.
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