Free Trial

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

About Armstrong Advisory Group, Inc

Investment Activity

  • Armstrong Advisory Group, Inc has $1.42 billion in total holdings as of September 30, 2025.
  • Armstrong Advisory Group, Inc owns shares of 940 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 4.74% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Armstrong Advisory Group, Inc has purchased 923 new stocks and bought additional shares in 235 stocks.
  • Armstrong Advisory Group, Inc sold shares of 163 stocks and completely divested from 55 stocks this quarter.

Largest Holdings

VANGUARD INSTL INDEX FD
$96,846,896

Largest New Holdings this Quarter

301505707 - ROBO Global Robotics & Automation ETF
$10,232,474 Holding
37954Y871 - Global X Uranium ETF
$6,243,769 Holding
38748G101 - GraniteShares Gold Trust
$494,476 Holding
46429B598 - iShares MSCI India ETF
$440,012 Holding

Largest Purchases this Quarter

Schwab U.S. TIPS ETF
612,022 shares (about $16.49M)
ROBO Global Robotics & Automation ETF
156,078 shares (about $10.23M)
Global X Uranium ETF
130,979 shares (about $6.24M)
SPDR S&P Aerospace & Defense ETF
23,309 shares (about $5.48M)
iShares Core S&P 500 ETF
6,568 shares (about $4.40M)

Largest Sales this Quarter

Vanguard Short-Term Treasury ETF
319,988 shares (about $18.83M)
iShares 7-10 Year Treasury Bond ETF
170,703 shares (about $16.47M)
United Parcel Service
7,029 shares (about $587.13K)
NVIDIA
1,525 shares (about $284.54K)
Symbotic
4,492 shares (about $242.12K)

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
$154,756,890$4,395,963 2.9%231,22210.9%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$114,438,038$1,831,611 1.6%957,5608.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$111,355,095$594,316 0.5%149,1447.9%ETF
VANGUARD INSTL INDEX FD
$96,846,896$1,527,650 1.6%1,280,7896.8%0-3 MO TREAS BIL
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$90,227,267$1,350,783 1.5%1,213,2216.4%ETF
Schwab 1000 Index ETF stock logo
SCHK
Schwab 1000 Index ETF
$78,045,549$201,200 -0.3%2,429,8125.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$53,816,737$1,206,821 2.3%151,3963.8%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$44,563,491$137,045 0.3%827,2413.1%ETF
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$39,067,202$569,687 1.5%1,260,2322.8%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$36,507,701$116,944 -0.3%152,3442.6%Finance
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$34,619,740$44,868 0.1%184,4122.4%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$33,040,340$223,775 -0.7%127,2742.3%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$31,708,038$18,831,300 -37.3%538,7942.2%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$30,423,114$377,381 1.3%450,6462.1%Manufacturing
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$29,690,644$403,296 1.4%370,1612.1%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$25,379,758$122,150 0.5%164,5581.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$24,136,849$137,232 -0.6%36,2321.7%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$21,773,144$691,388 3.3%272,8461.5%ETF
Apple Inc. stock logo
AAPL
Apple
$20,783,373$136,991 -0.7%81,6221.5%Computer and Technology
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$16,796,448$110,894 -0.7%214,3221.2%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$16,742,917$16,494,007 6,626.5%621,2581.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$14,207,661$96,337 0.7%27,4311.0%Computer and Technology
SPXT
ProShares S&P 500 Ex-Technology ETF
$13,255,652$243,465 1.9%131,5410.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$11,577,600$101,553 -0.9%23,0290.8%Finance
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$11,336,769$92,020 -0.8%126,8950.8%ETF
ROBO Global Robotics & Automation ETF stock logo
ROBO
ROBO Global Robotics & Automation ETF
$10,232,474$10,232,474 New Holding156,0780.7%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$9,189,189$43,779 -0.5%105,3690.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,808,129$15,150 0.2%35,5610.6%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$7,307,941$470,907 6.9%11,9340.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,691,353$2,336,251 53.6%8,7700.5%Medical
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$6,429,685$17,231 0.3%152,6150.5%ETF
Global X Uranium ETF stock logo
URA
Global X Uranium ETF
$6,243,769$6,243,769 New Holding130,9790.4%ETF
Copart, Inc. stock logo
CPRT
Copart
$6,098,742$148,266 -2.4%135,6180.4%Business Services
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$5,610,434$5,476,740 4,096.5%23,8780.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,540,385$286,385 5.5%9,2280.4%Finance
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$5,383,511$269 0.0%60,0700.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,002,112$284,540 -5.4%26,8090.4%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,510,827$29,342 -0.6%31,2080.3%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$4,374,177$4,933 -0.1%31,0340.3%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$4,185,310$1,258,453 43.0%41,5620.3%ETF
Deere & Company stock logo
DE
Deere & Company
$4,162,135$13,718 0.3%9,1020.3%Industrials
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$3,973,201$587,134 -12.9%47,5660.3%Transportation
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$3,853,700$209 0.0%18,4090.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,453,588$789,268 29.6%44,0850.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$3,198,067$216 0.0%14,8200.2%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$3,116,655$95,070 -3.0%134,8030.2%ETF
Oracle Corporation stock logo
ORCL
Oracle
$3,043,580$143,714 -4.5%10,8220.2%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$2,437,654$62,981 2.7%42,6910.2%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$2,389,107$16,465,913 -87.3%24,7680.2%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$2,309,222$3,382 0.1%34,8190.2%Consumer Staples
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$2,212,428$1,210,106 120.7%44,7950.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$2,197,422$2,316 0.1%9,4900.2%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$2,112,174$6,314 0.3%18,7330.1%Energy
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$1,944,931$59,634 3.2%81,2420.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,929,280$13,783 0.7%5,8790.1%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,887,602$35,541 -1.8%59,6960.1%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$1,871,7800.0%8,4760.1%Business Services
Global X S&P 500 Covered Call ETF stock logo
XYLD
Global X S&P 500 Covered Call ETF
$1,825,730$30,034 1.7%46,5040.1%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$1,777,346$252,604 16.6%13,6430.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,629,274$170,850 -9.5%24,9660.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,565,973$3,241 0.2%3,8650.1%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,534,697$18,296 1.2%4,8650.1%Finance
AMPLIFY ETF TR
$1,494,342$707,156 89.8%17,2160.1%AMPLIFY CYBERSEC
Bank of America Corporation stock logo
BAC
Bank of America
$1,467,866$6,655 0.5%28,4530.1%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,402,311$53,174 3.9%28,0070.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,402,106$75,842 5.7%5,7680.1%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,344,439$17,448 1.3%30,5900.1%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$1,333,792$23,188 -1.7%12,9420.1%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,296,092$1,163,787 879.6%17,6430.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,165,722$108,973 10.3%11,6280.1%Finance
GE Aerospace stock logo
GE
GE Aerospace
$1,125,7350.0%3,7420.1%Aerospace
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,123,3180.0%11,8070.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,105,445$31,966 -2.8%2,3170.1%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$1,085,261$4,140 0.4%4,4560.1%Computer and Technology
LONZ
PIMCO Senior Loan Active Exchange-Traded Fund
$1,060,335$58,119 5.8%20,7620.1%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$1,059,890$22,751 -2.1%17,6560.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,039,924$185 0.0%5,6080.1%Medical
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,023,057$2,571 0.3%8,3550.1%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$1,015,714$11,026 1.1%3,9610.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$994,990$8,509 -0.8%3,2740.1%Retail/Wholesale
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$985,869$141,455 16.8%2,0560.1%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$970,340$1,852 0.2%1,0480.1%Retail/Wholesale
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$969,882$140 0.0%6,9250.1%ETF
AT&T Inc. stock logo
T
AT&T
$953,979$103,076 -9.8%33,7810.1%Computer and Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$944,655$10,012 -1.0%8,3970.1%Utilities
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$913,201$26,217 3.0%11,4250.1%ETF
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$910,686$25,029 -2.7%9,0600.1%Utilities
RTX Corporation stock logo
RTX
RTX
$889,010$44,174 -4.7%5,3130.1%Aerospace
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$888,178$7,727 0.9%4,5980.1%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$881,965$5,361 0.6%3,1260.1%Computer and Technology
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$879,061$6,736 0.8%9,0040.1%Medical
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$877,963$68,732 8.5%29,5710.1%ETF
VPN
Global X Data Center & Digital Infrastructure ETF
$874,573$555,681 174.3%42,7040.1%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$867,838$56,075 6.9%2,6310.1%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$863,330$211 0.0%4,1010.1%Multi-Sector Conglomerates
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$792,460$31,077 -3.8%2,2950.1%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$791,944$1,076 -0.1%5,1540.1%Consumer Staples
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$783,7410.0%26,4420.1%ETF
Duke Energy Corporation stock logo
DUK
Duke Energy
$779,817$4,578 -0.6%6,3020.1%Utilities
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$770,282$76,246 11.0%2,7580.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data