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LEONID BERLINE

@Armstrong Advisory Group, Inc

Latest period2024 - Q4ReportedManaged Assets$1.253BTotal holdings842
Assets growth rate3.73%Assets growth rate (2-Q avg)5.28%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Armstrong Advisory Group, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 842 positions.

Assets under management

The assets under management (AUM) of Armstrong Advisory Group, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.253B in assets, with a quarterly growth rate of 3.73% and a 2-quarter average growth rate of 5.28%. The portfolio is managed by LEONID BERLINE, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BNDVanguard Bd Index Fds
Recent Activity
Decreased -15.52%
10.27%
$128.515M
1.787M shares@ $71.91 avg price
AAPLApple Inc
Recent Activity
Decreased -1.06%
1.68%
$20.969M
83,735 shares@ $250.43 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -9.28%
0.69%
$8.596M
68,171 shares@ $126.11 avg price
CPRTCopart Inc
Recent Activity
Decreased -0.25%
0.66%
$8.171M
142,368 shares@ $57.4 avg price
GOVTIshares Tr
Recent Activity
Decreased -7.91%
0.5%
$6.255M
272,195 shares@ $22.99 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -6.18%
0.39%
$4.823M
25,387 shares@ $189.99 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.63%
0.37%
$4.626M
5,992 shares@ $772.02 avg price
DEDeere & Co
Recent Activity
Decreased -3.32%
0.32%
$4.004M
9,450 shares@ $423.7 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.1%
0.17%
$2.007M
18,660 shares@ $107.58 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.29%
0.16%
$1.97M
6,797 shares@ $289.82 avg price