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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BLKBlackrock Inc
| 0% | $494,871 521 shares@ $949.85 avg price | Exited |
LRCXLam Research Corp
| 0% | $172,193 211 shares@ $816.09 avg price | Exited |
FBNDFidelity Merrimack Str Tr
| 0% | $129,003 2,760 shares@ $46.75 avg price | Exited |
IBDPIshares Tr
| 0% | $88,286 3,502 shares@ $25.22 avg price | Exited |
AGRAvangrid Inc
| 0% | $82,747 2,312 shares@ $35.8 avg price | Exited |
HUMHumana Inc
| 0% | $63,665 201 shares@ $316.75 avg price | Exited |
OUNZVaneck Merk Gold Etf
| 0% | $49,663 1,956 shares@ $25.4 avg price | Exited |
VMBSVanguard Scottsdale Fds
| 0% | $44,992 953 shares@ $47.22 avg price | Exited |
ANETArista Networks Inc
| 0% | $35,696 93 shares@ $383.83 avg price | Exited |
MROMarathon Oil Corp
| 0% | $33,102 1,243 shares@ $26.64 avg price | Exited |