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,
  "NLY",
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  "PCG",
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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,
  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,
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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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  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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  "WNC",
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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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]

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

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SPDR GOLD TRUST

GLD|78463V107

Shares:3.3K

Value:$787.2K

% of Portfolio:0.1% ($787.2K/$1.3B)

PEPSICO INC

PEP|713448108

Shares:5.0K

Value:$763.2K

% of Portfolio:0.1% ($763.2K/$1.3B)

CHEVRON CORP

CVX|166764100

Shares:5.1K

Value:$745.7K

% of Portfolio:0.1% ($745.7K/$1.3B)

VISA INC.

V|92826C839

Shares:2.3K

Value:$740.2K

% of Portfolio:0.1% ($740.2K/$1.3B)

464287606

IJK|464287606

Shares:8.1K

Value:$734.3K

% of Portfolio:0.1% ($734.3K/$1.3B)

808524508

Shares:26.4K

Value:$732.7K

% of Portfolio:0.1% ($732.7K/$1.3B)

464288679

Shares:6.6K

Value:$728.0K

% of Portfolio:0.1% ($728.0K/$1.3B)

HUBSPOT INC

HUBS|443573100

Shares:1.0K

Value:$725.3K

% of Portfolio:0.1% ($725.3K/$1.3B)

922908736

VUG|922908736

Shares:1.8K

Value:$718.6K

% of Portfolio:0.1% ($718.6K/$1.3B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:4.0K

Value:$709.1K

% of Portfolio:0.1% ($709.1K/$1.3B)

464287804

IJR|464287804

Shares:6.1K

Value:$698.5K

% of Portfolio:0.1% ($698.5K/$1.3B)

EVERSOURCE ENERGY

ES|30040W108

Shares:12.1K

Value:$694.2K

% of Portfolio:0.1% ($694.2K/$1.3B)

Duke Energy CORP

DUK|26441C204

Shares:6.4K

Value:$689.3K

% of Portfolio:0.1% ($689.3K/$1.3B)

RTX Corp

RTX|75513E101

Shares:5.7K

Value:$660.9K

% of Portfolio:0.1% ($660.9K/$1.3B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.0K

Value:$658.8K

% of Portfolio:0.1% ($658.8K/$1.3B)

032108664

Shares:8.8K

Value:$654.2K

% of Portfolio:0.1% ($654.2K/$1.3B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:7.1K

Value:$644.5K

% of Portfolio:0.1% ($644.5K/$1.3B)

46432F396

MTUM|46432F396

Shares:3.1K

Value:$632.7K

% of Portfolio:0.1% ($632.7K/$1.3B)

00162Q452

Shares:12.8K

Value:$616.6K

% of Portfolio:0.0% ($616.6K/$1.3B)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.7K

Value:$609.4K

% of Portfolio:0.0% ($609.4K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR GOLD TRUST(GLDcusip78463V107)	3.3K	QoQ 0.00% (+0) YoY -91.87% (-36.8K)	All Managers (Combined)	$787.2K	0.1% ($787.2K/$1.3B)	QoQ 0.00% (+$0) YoY -89.70% (-$6.9M)
PEPSICO INC(PEPcusip713448108)	5.0K	QoQ 0.00% (+0) YoY -7.00% (-378)	All Managers (Combined)	$763.2K	0.1% ($763.2K/$1.3B)	QoQ 0.00% (+$0) YoY -16.72% (-$153.3K)
CHEVRON CORP(CVXcusip166764100)	5.1K	QoQ 0.00% (+0) YoY +10.16% (+475)	All Managers (Combined)	$745.7K	0.1% ($745.7K/$1.3B)	QoQ 0.00% (+$0) YoY +6.96% (+$48.5K)
VISA INC.(Vcusip92826C839)	2.3K	QoQ 0.00% (+0) YoY +100.68% (+1.2K)	All Managers (Combined)	$740.2K	0.1% ($740.2K/$1.3B)	QoQ 0.00% (+$0) YoY +143.61% (+$436.3K)
(IJKcusip464287606)	8.1K	QoQ 0.00% (+0) YoY +1.59% (+127)	All Managers (Combined)	$734.3K	0.1% ($734.3K/$1.3B)	QoQ 0.00% (+$0) YoY +16.61% (+$104.6K)
(cusip808524508)✕	26.4K	QoQ 0.00% (+0) YoY +186.50% (+17.2K)	All Managers (Combined)	$732.7K	0.1% ($732.7K/$1.3B)	QoQ 0.00% (+$0) YoY +5.40% (+$37.6K)
(cusip464288679)✕	6.6K	QoQ 0.00% (+0) YoY NEW(+6.6K)	All Managers (Combined)	$728.0K	0.1% ($728.0K/$1.3B)	QoQ 0.00% (+$0) YoY NEW(+$728.0K)
HUBSPOT INC(HUBScusip443573100)	1.0K	QoQ 0.00% (+0) YoY -30.22% (-451)	All Managers (Combined)	$725.3K	0.1% ($725.3K/$1.3B)	QoQ 0.00% (+$0) YoY -16.25% (-$140.8K)
(VUGcusip922908736)	1.8K	QoQ 0.00% (+0) YoY +22.36% (+320)	All Managers (Combined)	$718.6K	0.1% ($718.6K/$1.3B)	QoQ 0.00% (+$0) YoY +61.55% (+$273.8K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	4.0K	QoQ 0.00% (+0) YoY -3.84% (-159)	All Managers (Combined)	$709.1K	0.1% ($709.1K/$1.3B)	QoQ 0.00% (+$0) YoY +30.76% (-$166.8K)
(IJRcusip464287804)	6.1K	QoQ 0.00% (+0) YoY +4.77% (+276)	All Managers (Combined)	$698.5K	0.1% ($698.5K/$1.3B)	QoQ 0.00% (+$0) YoY +11.52% (+$72.2K)
EVERSOURCE ENERGY(EScusip30040W108)	12.1K	QoQ 0.00% (+0) YoY -12.41% (-1.7K)	All Managers (Combined)	$694.2K	0.1% ($694.2K/$1.3B)	QoQ 0.00% (+$0) YoY -18.49% (-$157.5K)
Duke Energy CORP(DUKcusip26441C204)	6.4K	QoQ 0.00% (+0) YoY -11.72% (-850)	All Managers (Combined)	$689.3K	0.1% ($689.3K/$1.3B)	QoQ 0.00% (+$0) YoY -1.98% (-$14.0K)
RTX Corp(RTXcusip75513E101)	5.7K	QoQ 0.00% (+0) YoY -0.79% (-46)	All Managers (Combined)	$660.9K	0.1% ($660.9K/$1.3B)	QoQ 0.00% (+$0) YoY +36.43% (-$176.5K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.0K	QoQ 0.00% (+0) YoY +6.08% (+172)	All Managers (Combined)	$658.8K	0.1% ($658.8K/$1.3B)	QoQ 0.00% (+$0) YoY +42.60% (+$196.8K)
(cusip032108664)✕	8.8K	QoQ 0.00% (+0) YoY NEW(+8.8K)	All Managers (Combined)	$654.2K	0.1% ($654.2K/$1.3B)	QoQ 0.00% (+$0) YoY NEW(+$654.2K)
COLGATE PALMOLIVE CO(CLcusip194162103)	7.1K	QoQ 0.00% (+0) YoY -0.71% (-51)	All Managers (Combined)	$644.5K	0.1% ($644.5K/$1.3B)	QoQ 0.00% (+$0) YoY +13.23% (-$75.3K)
(MTUMcusip46432F396)	3.1K	QoQ 0.00% (+0) YoY +20.25% (+515)	All Managers (Combined)	$632.7K	0.1% ($632.7K/$1.3B)	QoQ 0.00% (+$0) YoY +58.58% (+$233.8K)
(cusip00162Q452)✕	12.8K	QoQ 0.00% (+0) YoY +1484.65% (+12.0K)	All Managers (Combined)	$616.6K	0.0% ($616.6K/$1.3B)	QoQ 0.00% (+$0) YoY +1694.73% (+$582.3K)
GENERAL ELECTRIC CO(GEcusip369604301)	3.7K	QoQ 0.00% (+0) YoY +82.60% (+1.7K)	All Managers (Combined)	$609.4K	0.0% ($609.4K/$1.3B)	QoQ 0.00% (+$0) YoY +138.61% (+$354.0K)