Latest imported 13F data

ARMSTRONG ADVISORY GROUP, INC

โ€ขCIK: 1932952โ€ขFiling: Q4 2025

**ARMSTRONG ADVISORY GROUP, INC** manages $1.5B across a diversified portfolio of 950 positions. The strategy exhibits a strong tilt toward broad market exposure, evidenced by top holdings including IVV ($163.4M) and IEI ($118.0M). Significant allocations are also directed toward sector and factor plays, notably VGT ($112.9M) and BND ($93.3M). This concentration suggests a systematic approach balancing core market indices with targeted growth and fixed-income exposure.

Total AUM
$1.5B
QoQ Performance
+4.4%
Positions
742
Top 10 Concentration
56.8%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
IEI
VGT
BND
SCHK
IVV11.0%
IEI8.0%
VGT7.6%
BND6.3%
SCHK5.6%
IEF4.6%
VBIL3.4%
SPYM3.2%

๐Ÿ“ˆ Biggest Buys

IEF
ISHARES TR
+2754.6%
4.6% of portfolio
SPYM
SPDR SERIES TRUST
+1254.1%
3.2% of portfolio
XLY
SELECT SECTOR SPDR TR
+102.3%
2.5% of portfolio
XLE
SELECT SECTOR SPDR TR
+101.5%
0.8% of portfolio
IVV
ISHARES TR
+3.1%
11.0% of portfolio

๐Ÿ“‰ Biggest Sells

GQ9
SPDR GOLD TR
-94.3%
0.2% of portfolio
VBIL
VANGUARD INSTL INDEX FD
-48.1%
3.4% of portfolio
URA
GLOBAL X FDS
-95.0%
0.0% of portfolio
SPHY
SPDR SERIES TRUST
-49.9%
0.1% of portfolio
SPY
SPDR S&P 500 ETF TR
-3.8%
1.6% of portfolio

Sector Breakdown

Other78.5%
ETF13.4%
Technology3.5%
Consumer1.0%
Healthcare1.0%
Industrial0.9%
Financial0.6%
Consumer Staples0.3%

๐Ÿšช Exited Positionssold since Q3 2025

VICI
VICI PPTYS INC
SOLD
$276.0K
IBIT
ISHARES BITCOIN TRUST ETF
SOLD
$274.8K
VMC
VULCAN MATLS CO
SOLD
$261.0K
DELL
DELL TECHNOLOGIES INC
SOLD
$259.3K
CMCSA
COMCAST CORP NEW
SOLD
$257.2K
+737 more exited positions

Changes from Q3 2025

NEW4 new positions
โ†‘116 increased
โ†“51 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022