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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
SHVIshares Tr
Recent Activity
New Position
0.06%
$727,974
6,611 shares@ $110.12 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.05%
$534,273
521 shares@ $1025.48 avg price
SCHQSchwab Strategic Tr
Recent Activity
New Position
0.02%
$184,306
5,864 shares@ $31.44 avg price
FVFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.02%
$175,527
2,972 shares@ $59.07 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.02%
$152,406
2,110 shares@ $72.24 avg price
BBCAJ P Morgan Exchange Traded F
Recent Activity
New Position
0.01%
$95,862
1,358 shares@ $70.6 avg price
IUSGIshares Tr
Recent Activity
New Position
0.01%
$81,799
587 shares@ $139.36 avg price
EWJIshares Inc
Recent Activity
New Position
0.01%
$72,468
1,080 shares@ $67.1 avg price
TMUST-mobile Us Inc
Recent Activity
New Position
0.01%
$69,142
313 shares@ $220.91 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
New Position
0.01%
$67,845
1,236 shares@ $54.9 avg price