Armstrong-Fleming--Moore

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ZS",
  "ABBV",
  "GOOGL",
  "SAN",
  "COF",
  "DEA",
  "ITW",
  "IJH",
  null,
  null,
  "MSFT",
  "DLN",
  "IJR",
  "IWD",
  "KHC",
  null,
  null,
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  "IJK",
  null,
  null,
  "AAPL",
  "SPY",
  "VZ",
  null,
  null,
  null,
  "SPLG",
  "UL",
  "VO",
  null,
  "IWO",
  "IWN",
  null,
  "VYM",
  "AFL",
  "SDY",
  "AEP",
  null,
  null,
  "PEG",
  null,
  "AMZN",
  null,
  "HII",
  "ABEV",
  null,
  "VUG",
  null,
  null,
  "IUSG",
  "SOFI",
  "DVY",
  "MKL",
  "PPL",
  null,
  "DIA",
  "LYB",
  "IUSV",
  "DGRO",
  "SYF",
  "FDX",
  "BRK-A",
  "BRK-B",
  "C",
  "KO",
  "RSP",
  null,
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 79
Total Value: 82621620
Accession Number: 0001085146-25-002045
Form Type: 13F-HR
CIK: armstrong-fleming--moore
Manager Name: Armstrong-Fleming--Moore

Data Enrichment

75% identified

59 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

79 positions • $82.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 4

Sort by:

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:26.5K

Value:$14.1M

% of Portfolio:17.1% ($14.1M/$82.6M)

46137V357

RSP|46137V357

Shares:29.1K

Value:$5.0M

% of Portfolio:6.1% ($5.0M/$82.6M)

78464A854

SPLG|78464A854

Shares:51.0K

Value:$3.4M

% of Portfolio:4.1% ($3.4M/$82.6M)

464287671

IUSG|464287671

Shares:25.1K

Value:$3.2M

% of Portfolio:3.9% ($3.2M/$82.6M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:17.5K

Value:$3.1M

% of Portfolio:3.8% ($3.1M/$82.6M)

46641Q332

Shares:47.5K

Value:$2.7M

% of Portfolio:3.3% ($2.7M/$82.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.8K

Value:$2.7M

% of Portfolio:3.3% ($2.7M/$82.6M)

74348A467

Shares:25.5K

Value:$2.6M

% of Portfolio:3.2% ($2.6M/$82.6M)

464287507

IJH|464287507

Shares:43.7K

Value:$2.5M

% of Portfolio:3.1% ($2.5M/$82.6M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:5.8K

Value:$2.5M

% of Portfolio:3.0% ($2.5M/$82.6M)

Apple Inc.

AAPL|037833100

Shares:9.9K

Value:$2.2M

% of Portfolio:2.6% ($2.2M/$82.6M)

464287655

IWM|464287655

Shares:10.6K

Value:$2.1M

% of Portfolio:2.6% ($2.1M/$82.6M)

464287804

IJR|464287804

Shares:18.4K

Value:$1.9M

% of Portfolio:2.3% ($1.9M/$82.6M)

78464A763

SDY|78464A763

Shares:14.1K

Value:$1.9M

% of Portfolio:2.3% ($1.9M/$82.6M)

74347B680

Shares:20.6K

Value:$1.7M

% of Portfolio:2.0% ($1.7M/$82.6M)

464287168

DVY|464287168

Shares:12.2K

Value:$1.6M

% of Portfolio:2.0% ($1.6M/$82.6M)

464287663

IUSV|464287663

Shares:17.5K

Value:$1.6M

% of Portfolio:2.0% ($1.6M/$82.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.1K

Value:$1.2M

% of Portfolio:1.5% ($1.2M/$82.6M)

46434V621

DGRO|46434V621

Shares:20.1K

Value:$1.2M

% of Portfolio:1.5% ($1.2M/$82.6M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:9.9K

Value:$1.1M

% of Portfolio:1.3% ($1.1M/$82.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	26.5K	QoQ +371.09% (+20.8K) YoY +386.42% (+21.0K)	All Managers (Combined)	$14.1M	17.1% ($14.1M/$82.6M)	QoQ +453.53% (+$11.5M) YoY +516.10% (+$11.8M)
(RSPcusip46137V357)	29.1K	QoQ NEW(+29.1K) YoY NEW(+29.1K)	All Managers (Combined)	$5.0M	6.1% ($5.0M/$82.6M)	QoQ NEW(+$5.0M) YoY NEW(+$5.0M)
(SPLGcusip78464A854)	51.0K	QoQ NEW(+51.0K) YoY NEW(+51.0K)	All Managers (Combined)	$3.4M	4.1% ($3.4M/$82.6M)	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
(IUSGcusip464287671)	25.1K	QoQ NEW(+25.1K) YoY NEW(+25.1K)	All Managers (Combined)	$3.2M	3.9% ($3.2M/$82.6M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	17.5K	QoQ NEW(+17.5K) YoY NEW(+17.5K)	All Managers (Combined)	$3.1M	3.8% ($3.1M/$82.6M)	QoQ NEW(+$3.1M) YoY NEW(+$3.1M)
(cusip46641Q332)✕	47.5K	QoQ +335.27% (+36.6K) YoY +502.59% (+39.6K)	All Managers (Combined)	$2.7M	3.3% ($2.7M/$82.6M)	QoQ +332.32% (+$2.1M) YoY +495.09% (+$2.3M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$2.7M	3.3% ($2.7M/$82.6M)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
(cusip74348A467)✕	25.5K	QoQ NEW(+25.5K) YoY NEW(+25.5K)	All Managers (Combined)	$2.6M	3.2% ($2.6M/$82.6M)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
(IJHcusip464287507)	43.7K	QoQ NEW(+43.7K) YoY NEW(+43.7K)	All Managers (Combined)	$2.5M	3.1% ($2.5M/$82.6M)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$2.5M	3.0% ($2.5M/$82.6M)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
Apple Inc.(AAPLcusip037833100)	9.9K	QoQ -89.03% (-80.0K) YoY -90.01% (-88.9K)	All Managers (Combined)	$2.2M	2.6% ($2.2M/$82.6M)	QoQ -90.27% (-$20.3M) YoY -87.07% (-$14.7M)
(IWMcusip464287655)	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$2.1M	2.6% ($2.1M/$82.6M)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
(IJRcusip464287804)	18.4K	QoQ NEW(+18.4K) YoY NEW(+18.4K)	All Managers (Combined)	$1.9M	2.3% ($1.9M/$82.6M)	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
(SDYcusip78464A763)	14.1K	QoQ NEW(+14.1K) YoY NEW(+14.1K)	All Managers (Combined)	$1.9M	2.3% ($1.9M/$82.6M)	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
(cusip74347B680)✕	20.6K	QoQ NEW(+20.6K) YoY NEW(+20.6K)	All Managers (Combined)	$1.7M	2.0% ($1.7M/$82.6M)	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(DVYcusip464287168)	12.2K	QoQ NEW(+12.2K) YoY NEW(+12.2K)	All Managers (Combined)	$1.6M	2.0% ($1.6M/$82.6M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(IUSVcusip464287663)	17.5K	QoQ NEW(+17.5K) YoY NEW(+17.5K)	All Managers (Combined)	$1.6M	2.0% ($1.6M/$82.6M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.1K	QoQ -50.86% (-5.2K) YoY -50.85% (-5.2K)	All Managers (Combined)	$1.2M	1.5% ($1.2M/$82.6M)	QoQ -49.72% (-$1.2M) YoY -39.81% (-$822.7K)
(DGROcusip46434V621)	20.1K	QoQ NEW(+20.1K) YoY NEW(+20.1K)	All Managers (Combined)	$1.2M	1.5% ($1.2M/$82.6M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	9.9K	QoQ NEW(+9.9K) YoY NEW(+9.9K)	All Managers (Combined)	$1.1M	1.3% ($1.1M/$82.6M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)