Armstrong-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "RCS",
  null,
  "NWE",
  null,
  "AXSM",
  "ALAB",
  "RVMD",
  "AX",
  "ESGR",
  "GTX",
  "MPWR",
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "AVY",
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  null,
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  null,
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  null,
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  "IVE",
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  "PLUG",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "WDS",
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  null,
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  null,
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  "BBEU",
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  null,
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  null,
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  "SCHA",
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  null,
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  null,
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 842
Total Value: 1252565259
Accession Number: 0001932952-25-000003
Form Type: 13F-HR
CIK: armstrong-advisory-group
Manager Name: Armstrong-Advisory-Group

Data Enrichment

80% identified

676 identified166 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

842 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 33 of 43

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Arthur J. Gallagher & Co.

AJG|363576109

Shares:32

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$1.3B)

19761L870

Shares:353

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$1.3B)

46137V142

Shares:137

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$1.3B)

InvenTrust Properties Corp.

IVT|46124J201

Shares:293

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$1.3B)

92189F601

Shares:108

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$1.3B)

VICOR CORP

VICR|925815102

Shares:180

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$1.3B)

REGENCY CENTERS CORP

REG|758849103

Shares:113

Value:$8.4K

% of Portfolio:0.0% ($8.4K/$1.3B)

46429B747

Shares:83

Value:$8.3K

% of Portfolio:0.0% ($8.3K/$1.3B)

First Trust Intermediate Duration Preferred & Income Fund

FPF|33718W103

Shares:461

Value:$8.3K

% of Portfolio:0.0% ($8.3K/$1.3B)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:54

Value:$8.1K

% of Portfolio:0.0% ($8.1K/$1.3B)

Haleon plc

HLN|405552100

Shares:820

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$1.3B)

BHP Group Ltd

BHP|088606108

Shares:160

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$1.3B)

46138E651

Shares:200

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$1.3B)

Atomera Inc

ATOM|04965B100

Shares:665

Value:$7.7K

% of Portfolio:0.0% ($7.7K/$1.3B)

Coinbase Global, Inc.

COIN|19260Q107

Shares:31

Value:$7.7K

% of Portfolio:0.0% ($7.7K/$1.3B)

Waste Connections, Inc.

WCN|94106B101

Shares:44

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$1.3B)

Ingersoll Rand Inc.

IR|45687V106

Shares:82

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$1.3B)

Autodesk, Inc.

ADSK|052769106

Shares:25

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$1.3B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:14

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$1.3B)

25400Q105

Shares:214

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Arthur J. Gallagher & Co.(AJGcusip363576109)	32	QoQ 0.00% (+0) YoY NEW(+32)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$1.3B)	QoQ 0.00% (+$0) YoY NEW(+$9.1K)
(cusip19761L870)✕	353	QoQ 0.00% (+0) YoY NEW(+353)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$1.3B)	QoQ 0.00% (+$0) YoY NEW(+$9.1K)
(cusip46137V142)✕	137	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.0K	0.0% ($9.0K/$1.3B)	QoQ 0.00% (+$0) YoY +8.10% (+$676)
InvenTrust Properties Corp.(IVTcusip46124J201)	293	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.8K	0.0% ($8.8K/$1.3B)	QoQ 0.00% (+$0) YoY +18.90% (+$1.4K)
(cusip92189F601)✕	108	QoQ 0.00% (+0) YoY NEW(+108)	All Managers (Combined)	$8.8K	0.0% ($8.8K/$1.3B)	QoQ 0.00% (+$0) YoY NEW(+$8.8K)
VICOR CORP(VICRcusip925815102)	180	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.7K	0.0% ($8.7K/$1.3B)	QoQ 0.00% (+$0) YoY +7.51% (+$608)
REGENCY CENTERS CORP(REGcusip758849103)	113	QoQ 0.00% (+0) YoY -25.16% (-38)	All Managers (Combined)	$8.4K	0.0% ($8.4K/$1.3B)	QoQ 0.00% (+$0) YoY -17.41% (-$1.8K)
(cusip46429B747)✕	83	QoQ 0.00% (+0) YoY NEW(+83)	All Managers (Combined)	$8.3K	0.0% ($8.3K/$1.3B)	QoQ 0.00% (+$0) YoY NEW(+$8.3K)
First Trust Intermediate Duration Preferred & Income Fund(FPFcusip33718W103)	461	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.3K	0.0% ($8.3K/$1.3B)	QoQ 0.00% (+$0) YoY +10.36% (+$779)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	54	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.1K	0.0% ($8.1K/$1.3B)	QoQ 0.00% (+$0) YoY +9.41% (+$701)
Haleon plc(HLNcusip405552100)	820	QoQ 0.00% (+0) YoY -16.66% (-164)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$1.3B)	QoQ 0.00% (+$0) YoY -3.40% (-$276)
BHP Group Ltd(BHPcusip088606108)	160	QoQ 0.00% (+0) YoY -51.07% (-167)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$1.3B)	QoQ 0.00% (+$0) YoY -65.02% (-$14.5K)
(cusip46138E651)✕	200	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$1.3B)	QoQ 0.00% (+$0) YoY -1.18% (-$94)
Atomera Inc(ATOMcusip04965B100)	665	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.7K	0.0% ($7.7K/$1.3B)	QoQ 0.00% (+$0) YoY +65.46% (+$3.1K)
Coinbase Global, Inc.(COINcusip19260Q107)	31	QoQ 0.00% (+0) YoY -32.60% (-15)	All Managers (Combined)	$7.7K	0.0% ($7.7K/$1.3B)	QoQ 0.00% (+$0) YoY -3.78% (-$303)
Waste Connections, Inc.(WCNcusip94106B101)	44	QoQ 0.00% (+0) YoY NEW(+44)	All Managers (Combined)	$7.5K	0.0% ($7.5K/$1.3B)	QoQ 0.00% (+$0) YoY NEW(+$7.5K)
Ingersoll Rand Inc.(IRcusip45687V106)	82	QoQ 0.00% (+0) YoY NEW(+82)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$1.3B)	QoQ 0.00% (+$0) YoY NEW(+$7.4K)
Autodesk, Inc.(ADSKcusip052769106)	25	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$1.3B)	QoQ 0.00% (+$0) YoY +21.40% (+$1.3K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	14	QoQ 0.00% (+0) YoY NEW(+14)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$1.3B)	QoQ 0.00% (+$0) YoY NEW(+$7.3K)
(cusip25400Q105)✕	214	QoQ 0.00% (+0) YoY -51.02% (-223)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$1.3B)	QoQ 0.00% (+$0) YoY -4.57% (-$350)