ARMSTRONG ADVISORY GROUP, INC

data from 31/12/2025

Capitalization

$ 1.480 B 4.36 %

Average holding period

9 ans

Performance

$ 366.898 M 35.48 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ARMSTRONG ADVISORY GROUP, INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 ISHARES TR 11.04% 163.357 M $ 238498 2022/12/31 3.616 M $ 2.34 %
2025/12/31 ISHARES TR 7.97% 117.965 M $ 988397 2023/09/30 -153.209 K $ -0.13 %
2025/12/31 VANGUARD WORLD FD 7.63% 112.925 M $ 149812 2022/12/31 1.066 M $ 0.96 %
2025/12/31 VANGUARD BD INDEX FDS 6.31% 93.296 M $ 1259561 2022/12/31 -363.966 K $ -0.40 %
2025/12/31 SCHWAB STRATEGIC TR 5.60% 82.882 M $ 2526887 2022/12/31 1.652 M $ 2.12 %
2025/12/31 ISHARES TR 4.59% 67.987 M $ 707015 2022/12/31 -7.430 K $ -0.31 %
2025/12/31 VANGUARD INSTL INDEX FD 3.39% 50.138 M $ 664698 2025/06/30 -230.542 K $ -0.24 %
2025/12/31 SPDR SERIES TRUST 3.24% 47.889 M $ 596970 2023/06/30 82.879 K $ 2.40 %
2025/12/31 SELECT SECTOR SPDR TR 3.11% 46.060 M $ 840963 2022/12/31 744.516 K $ 1.67 %
2025/12/31 ISHARES INC 2.74% 40.558 M $ 1276599 2025/06/30 970.378 K $ 2.48 %
2025/12/31 SELECT SECTOR SPDR TR 2.49% 36.804 M $ 308217 2022/12/31 -18.316 M $ -50.17 %
2025/12/31 VANGUARD WORLD FD 2.48% 36.726 M $ 189669 2022/12/31 1.088 M $ 3.14 %
2025/12/31 VANGUARD WORLD FD 2.42% 35.801 M $ 124375 2022/12/31 3.595 M $ 10.88 %
2025/12/31 ISHARES INC 2.23% 32.982 M $ 453795 2025/06/30 2.330 M $ 7.66 %
2025/12/31 VANGUARD SCOTTSDALE FDS 2.14% 31.603 M $ 538099 2022/12/31 -64.655 K $ -0.20 %
2025/12/31 ISHARES INC 2.07% 30.634 M $ 379420 2024/12/31 196.185 K $ 0.66 %
2025/12/31 SELECT SECTOR SPDR TR 1.74% 25.819 M $ 166442 2022/12/31 146.456 K $ 0.58 %
2025/12/31 SPDR S&P 500 ETF TR 1.61% 23.763 M $ 34846 2022/12/31 570.654 K $ 2.36 %
2025/12/31 VANGUARD INTL EQUITY INDEX F 1.60% 23.650 M $ 282855 2025/06/30 1.040 M $ 4.77 %
2025/12/31 APPLE INC 1.48% 21.943 M $ 80714 2022/12/31 1.406 M $ 6.77 %
2025/12/31 SCHWAB STRATEGIC TR 1.14% 16.898 M $ 637886 2024/06/30 -285.778 K $ -1.71 %
2025/12/31 SELECT SECTOR SPDR TR 1.13% 16.698 M $ 214953 2022/12/31 -147.882 K $ -0.88 %
2025/12/31 PROSHARES TR 0.96% 14.212 M $ 136832 2025/06/30 406.461 K $ 3.07 %
2025/12/31 MICROSOFT CORP 0.91% 13.412 M $ 27733 2022/12/31 -941.706 K $ -6.63 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 0.79% 11.621 M $ 23120 2022/12/31 -2.072 K $ -0.02 %
2025/12/31 SELECT SECTOR SPDR TR 0.77% 11.429 M $ 255632 2022/12/31 -5.663 M $ -49.96 %
2025/12/31 EXCHANGE TRADED CONCEPTS TRU 0.76% 11.227 M $ 161977 2025/09/30 585.292 K $ 5.72 %
2025/12/31 SELECT SECTOR SPDR TR 0.61% 9.043 M $ 211837 2022/12/31 -4.691 M $ -51.05 %
2025/12/31 ELI LILLY & CO 0.60% 8.804 M $ 8193 2022/12/31 2.733 M $ 40.84 %
2025/12/31 AMAZON COM INC 0.55% 8.194 M $ 35501 2022/12/31 400.061 K $ 5.12 %
2025/12/31 VANGUARD INDEX FDS 0.51% 7.511 M $ 11977 2022/12/31 176.145 K $ 2.41 %
2025/12/31 SELECT SECTOR SPDR TR 0.42% 6.225 M $ 154271 2022/12/31 -271.654 K $ -4.23 %
2025/12/31 SPDR SERIES TRUST 0.41% 6.036 M $ 25020 2023/12/31 149.953 K $ 2.67 %
2025/12/31 NVIDIA CORPORATION 0.38% 5.684 M $ 30476 2022/12/31 -2.144 K $ -0.04 %
2025/12/31 INVESCO QQQ TR 0.38% 5.682 M $ 9250 2022/12/31 128.546 K $ 2.32 %
2025/12/31 SELECT SECTOR SPDR TR 0.37% 5.416 M $ 119424 2022/12/31 -2.659 M $ -49.40 %
2025/12/31 ISHARES TR 0.37% 5.410 M $ 53896 2023/12/31 -13.299 K $ -0.32 %
2025/12/31 COPART INC 0.35% 5.234 M $ 133692 2022/12/31 -789.296 K $ -12.94 %
2025/12/31 TJX COS INC NEW 0.33% 4.810 M $ 31310 2022/12/31 283.056 K $ 6.28 %
2025/12/31 VANGUARD WHITEHALL FDS 0.31% 4.562 M $ 31788 2022/12/31 79.757 K $ 1.82 %
2025/12/31 DEERE & CO 0.29% 4.222 M $ 9068 2022/12/31 75.910 K $ 1.82 %
2025/12/31 UNITED PARCEL SERVICE INC 0.28% 4.095 M $ 41287 2022/12/31 744.883 K $ 18.75 %
2025/12/31 VANGUARD INDEX FDS 0.25% 3.639 M $ 17402 2022/12/31 -4.049 K $ -0.11 %
2025/12/31 SPDR GOLD TR 0.23% 3.400 M $ 8580 2022/12/31 6.183 M $ 11.49 %
2025/12/31 COCA COLA CO 0.23% 3.345 M $ 47842 2022/12/31 125.000 K $ 5.41 %
2025/12/31 VANGUARD SPECIALIZED FUNDS 0.22% 3.227 M $ 14685 2022/12/31 59.131 K $ 1.85 %
2025/12/31 ISHARES TR 0.21% 3.101 M $ 134691 2023/09/30 -12.132 K $ -0.39 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 0.19% 2.857 M $ 49915 2023/03/31 5.976 K $ 0.25 %
2025/12/31 EXXON MOBIL CORP 0.18% 2.732 M $ 22702 2022/12/31 142.183 K $ 6.73 %
2025/12/31 GLOBAL X FDS 0.16% 2.329 M $ 45794 2023/06/30 65.848 K $ 2.98 %
2025/12/31 ORACLE CORP 0.15% 2.266 M $ 11626 2022/12/31 -934.263 K $ -30.70 %
2025/12/31 VANGUARD SCOTTSDALE FDS 0.15% 2.207 M $ 27680 2022/12/31 -2.285 K $ -0.25 %
2025/12/31 ISHARES TR 0.15% 2.204 M $ 71195 2022/12/31 -39.399 K $ -2.09 %
2025/12/31 ABBVIE INC 0.15% 2.151 M $ 9415 2022/12/31 -28.849 K $ -1.31 %
2025/12/31 ISHARES TR 0.15% 2.145 M $ 94628 2025/12/31 0.000 $ 0.00 %
2025/12/31 GLOBAL X FDS 0.14% 2.141 M $ 52694 2023/03/31 63.710 K $ 3.49 %
2025/12/31 VANGUARD INDEX FDS 0.13% 1.973 M $ 5886 2022/12/31 41.682 K $ 2.16 %
2025/12/31 WASTE MGMT INC DEL 0.13% 1.862 M $ 8476 2022/12/31 -9.493 K $ -0.51 %
2025/12/31 ALPHABET INC 0.13% 1.850 M $ 5911 2022/12/31 403.183 K $ 28.76 %
2025/12/31 GOLDMAN SACHS ETF TR 0.12% 1.804 M $ 13625 2022/12/31 28.513 K $ 1.60 %
2025/12/31 VANGUARD MUN BD FDS 0.11% 1.688 M $ 33557 2022/12/31 6.161 K $ 0.44 %
2025/12/31 ISHARES TR 0.11% 1.662 M $ 67680 2025/12/31 0.000 $ 0.00 %
2025/12/31 ALPHABET INC 0.11% 1.620 M $ 5163 2022/12/31 313.167 K $ 28.86 %
2025/12/31 JPMORGAN CHASE & CO. 0.11% 1.594 M $ 4946 2022/12/31 32.984 K $ 2.15 %
2025/12/31 VANGUARD STAR FDS 0.11% 1.574 M $ 20867 2022/12/31 34.933 K $ 2.70 %
2025/12/31 BANK AMERICA CORP 0.11% 1.565 M $ 28446 2022/12/31 97.024 K $ 6.61 %
2025/12/31 WALMART INC 0.10% 1.435 M $ 12883 2022/12/31 108.065 K $ 8.10 %
2025/12/31 ISHARES TR 0.10% 1.422 M $ 14232 2022/12/31 -4.302 K $ -0.37 %
2025/12/31 ISHARES TR 0.10% 1.419 M $ 21505 2022/12/31 18.474 K $ 1.13 %
2025/12/31 HOME DEPOT INC 0.09% 1.392 M $ 4046 2022/12/31 -236.228 K $ -15.09 %
2025/12/31 AMPLIFY ETF TR 0.09% 1.367 M $ 17008 2024/06/30 -110.698 K $ -7.41 %
2025/12/31 GE AEROSPACE 0.09% 1.279 M $ 4151 2022/12/31 26.904 K $ 2.39 %
2025/12/31 ISHARES INC 0.09% 1.268 M $ 40709 2025/06/30 43.469 K $ 4.95 %
2025/12/31 VERIZON COMMUNICATIONS INC 0.08% 1.242 M $ 30492 2022/12/31 -98.499 K $ -7.33 %
2025/12/31 CATERPILLAR INC 0.08% 1.168 M $ 2040 2022/12/31 221.482 K $ 20.04 %
2025/12/31 PIMCO ETF TR 0.08% 1.163 M $ 23130 2023/12/31 -16.401 K $ -1.55 %
2025/12/31 ISHARES TR 0.08% 1.157 M $ 9516 2022/12/31 -7.018 K $ -0.69 %
2025/12/31 JOHNSON & JOHNSON 0.08% 1.139 M $ 5502 2022/12/31 120.852 K $ 11.62 %
2025/12/31 ISHARES TR 0.08% 1.112 M $ 11807 2022/12/31 -11.570 K $ -1.03 %
2025/12/31 VANGUARD SCOTTSDALE FDS 0.07% 1.070 M $ 17850 2022/12/31 -1.765 K $ -0.17 %
2025/12/31 GLOBAL X FDS 0.07% 1.024 M $ 48554 2024/06/30 26.476 K $ 3.03 %
2025/12/31 COSTCO WHSL CORP NEW 0.07% 1.018 M $ 1181 2022/12/31 -66.537 K $ -6.86 %
2025/12/31 VANGUARD INDEX FDS 0.07% 1.003 M $ 2056 2022/12/31 16.879 K $ 1.71 %
2025/12/31 MCDONALDS CORP 0.07% 1.002 M $ 3278 2022/12/31 5.794 K $ 0.58 %
2025/12/31 ISHARES TR 0.07% 991.558 K $ 3961 2022/12/31 -24.241 K $ -2.39 %
2025/12/31 RTX CORPORATION 0.07% 988.320 K $ 5389 2022/12/31 85.379 K $ 9.60 %
2025/12/31 AMERICAN ELEC PWR CO INC 0.07% 969.321 K $ 8406 2022/12/31 23.595 K $ 2.50 %
2025/12/31 SPDR SERIES TRUST 0.07% 963.922 K $ 6927 2022/12/31 -6.232 K $ -0.64 %
2025/12/31 SPDR SERIES TRUST 0.07% 962.481 K $ 40662 2022/12/31 -21.935 K $ -1.13 %
2025/12/31 PROCTER AND GAMBLE CO 0.06% 952.498 K $ 6646 2022/12/31 -53.240 K $ -6.72 %
2025/12/31 SPDR SERIES TRUST 0.06% 949.338 K $ 21950 2025/12/31 0.000 $ 0.00 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 0.06% 926.541 K $ 3128 2022/12/31 43.920 K $ 4.98 %
2025/12/31 AT&T INC 0.06% 904.048 K $ 36395 2022/12/31 -114.855 K $ -12.04 %
2025/12/31 BROADCOM INC 0.06% 900.651 K $ 2602 2022/12/31 42.701 K $ 4.92 %
2025/12/31 SPDR INDEX SHS FDS 0.06% 872.536 K $ 12864 2025/09/30 23.950 K $ 5.00 %
2025/12/31 CONSOLIDATED EDISON INC 0.06% 860.235 K $ 8661 2022/12/31 -10.872 K $ -1.19 %
2025/12/31 TAIWAN SEMICONDUCTOR MFG LTD 0.06% 856.059 K $ 2817 2023/06/30 67.846 K $ 8.81 %
2025/12/31 BOSTON SCIENTIFIC CORP 0.06% 848.902 K $ 8903 2022/12/31 -20.529 K $ -2.34 %
2025/12/31 META PLATFORMS INC 0.06% 846.992 K $ 1283 2022/12/31 -70.722 K $ -10.10 %
2025/12/31 CAPITAL ONE FINL CORP 0.06% 840.539 K $ 3468 2022/12/31 106.499 K $ 14.01 %