Armstrong Advisory Group, Inc Top Holdings and 13F Report (2024)

About Armstrong Advisory Group, Inc

Investment Activity

  • Armstrong Advisory Group, Inc has $1.03 billion in total holdings as of March 31, 2024.
  • Armstrong Advisory Group, Inc owns shares of 769 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • This quarter, Armstrong Advisory Group, Inc has purchased 769 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.

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 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$120,768,1630.0%1,252,91211.7%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$98,729,3390.0%203,9869.6%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$64,370,4540.0%1,151,5296.2%ETF
Schwab 1000 Index ETF stock logo
SCHK
Schwab 1000 Index ETF
$57,428,8020.0%1,246,8265.6%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$55,303,3200.0%751,9155.4%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$46,135,8290.0%184,0284.5%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$41,696,9490.0%1,108,9614.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$38,866,2290.0%81,3733.8%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$35,193,7230.0%196,8223.4%Finance
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$33,953,1660.0%1,473,6623.3%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$33,162,2120.0%283,1233.2%ETF
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$28,930,8120.0%245,7512.8%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$27,987,7390.0%170,2212.7%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$27,070,7420.0%237,4832.6%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$20,625,8560.0%286,3512.0%ETF
Apple Inc. stock logo
AAPL
Apple
$18,402,0820.0%95,5801.8%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$17,077,0520.0%85,0831.7%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$16,207,0560.0%34,0981.6%Finance
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$14,478,8020.0%172,6961.4%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$14,267,9440.0%244,6071.4%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$13,461,2470.0%85,6151.3%Transportation
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$11,046,7340.0%25,2901.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$9,769,5710.0%25,9800.9%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$9,274,0510.0%92,4910.9%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$7,988,7510.0%199,4200.8%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$7,929,9880.0%125,2170.8%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$7,647,9480.0%40,0060.7%Finance
Copart, Inc. stock logo
CPRT
Copart
$7,184,0860.0%146,6140.7%Business Services
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$7,162,2870.0%83,7300.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,576,8110.0%18,4400.6%Finance
XSVN
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
$5,817,1100.0%120,3130.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,803,4320.0%31,6140.5%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$4,092,5440.0%10,2350.4%Industrial Products
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,744,2010.0%6,4230.4%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,459,6250.0%8,4480.3%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,005,7670.0%32,0410.3%Retail/Wholesale
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,638,3040.0%15,4830.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,354,7360.0%21,0940.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,965,4350.0%8,2850.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,930,2770.0%19,3070.2%Oils/Energy
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,865,2110.0%31,6510.2%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$1,583,6990.0%10,2190.2%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$1,573,9310.0%8,7880.2%Business Services
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$1,460,9970.0%15,5740.1%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,406,1990.0%37,3000.1%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$1,298,1770.0%3,7460.1%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,257,2110.0%2,3880.1%Medical
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$1,225,6030.0%52,4210.1%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,133,8700.0%20,6230.1%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,104,9040.0%35,4250.1%ETF
Bank of America Co. stock logo
BAC
Bank of America
$1,102,5920.0%32,7470.1%Finance
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,091,6820.0%10,7040.1%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$1,076,9180.0%8,6170.1%ETF
Oracle Co. stock logo
ORCL
Oracle
$1,056,7250.0%10,0230.1%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$1,034,2730.0%3,4880.1%Retail/Wholesale
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,015,9510.0%13,0200.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,008,7790.0%6,4360.1%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$961,0070.0%6,5580.1%Consumer Staples
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$936,1350.0%10,2910.1%Utilities
PepsiCo, Inc. stock logo
PEP
PepsiCo
$916,5670.0%5,3970.1%Consumer Staples
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$899,3860.0%8,2960.1%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$879,2510.0%4,1930.1%Multi-Sector Conglomerates
HubSpot, Inc. stock logo
HUBS
HubSpot
$866,1660.0%1,4920.1%Computer and Technology
Eversource Energy stock logo
ES
Eversource Energy
$851,7180.0%13,8000.1%Utilities
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$850,5740.0%3,0690.1%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$791,8140.0%9,7490.1%Utilities
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$763,4020.0%14,9540.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$750,4110.0%2,5380.1%Industrial Products
NVIDIA Co. stock logo
NVDA
NVIDIA
$741,3450.0%1,4970.1%Computer and Technology
Global X S&P 500 Covered Call ETF stock logo
XYLD
Global X S&P 500 Covered Call ETF
$724,3160.0%18,3650.1%ETF
Duke Energy Co. stock logo
DUK
Duke Energy
$703,3260.0%7,2480.1%Utilities
Walmart Inc. stock logo
WMT
Walmart
$697,8010.0%4,4260.1%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$697,1740.0%4,6740.1%Oils/Energy
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$695,1290.0%9,2290.1%ETF
AT&T Inc. stock logo
T
AT&T
$689,2750.0%41,0770.1%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$656,9250.0%6,6190.1%Finance
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$629,6410.0%7,9480.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$626,3350.0%5,7860.1%ETF
Valero Energy Co. stock logo
VLO
Valero Energy
$622,5700.0%4,7890.1%Oils/Energy
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$620,9420.0%14,8090.1%ETF
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$617,4800.0%2700.1%Retail/Wholesale
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$614,1440.0%6,2110.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$612,1900.0%3,5990.1%Finance
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$600,4930.0%9,8200.1%Utilities
Alphabet Inc. stock logo
GOOG
Alphabet
$588,2420.0%4,1740.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$584,8830.0%4,1870.1%Computer and Technology
Healthcare Realty Trust Incorporated stock logo
HR
Healthcare Realty Trust
$574,3520.0%33,3340.1%Finance
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$569,1300.0%7,1400.1%Consumer Staples
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$550,9610.0%1,0380.1%Medical
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$544,4990.0%9,1790.1%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$542,6650.0%2,7330.1%Computer and Technology
Capital One Financial Co. stock logo
COF
Capital One Financial
$542,3130.0%4,1360.1%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$540,4300.0%6,9850.1%ETF
Amplify Cybersecurity ETF stock logo
HACK
Amplify Cybersecurity ETF
$530,1650.0%8,7760.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$519,6720.0%2,4360.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$510,3250.0%4,6360.0%Medical
Adobe Inc. stock logo
ADBE
Adobe
$487,4230.0%8170.0%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$484,9830.0%4,4670.0%Consumer Discretionary
RTX Co. stock logo
RTX
RTX
$484,3940.0%5,7570.0%Aerospace
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
$469,9140.0%9,8950.0%Manufacturing

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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