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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
IVVIshares Tr
Recent Activity
Increased 4.46%
12.19%
$152.632M
259,279 shares@ $588.69 avg price
IEFIshares Tr
Recent Activity
Increased 79.91%
8.44%
$105.685M
1.143M shares@ $92.45 avg price
VGTVanguard World Fd
Recent Activity
Increased 3.1%
8.43%
$105.52M
169,701 shares@ $621.81 avg price
SCHKSchwab Strategic Tr
Recent Activity
Increased 107.34%
5.96%
$74.548M
2.633M shares@ $28.31 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 3.37%
5.5%
$68.861M
998,848 shares@ $68.95 avg price
IEIIshares Tr
Recent Activity
Increased 4.67%
3.61%
$45.097M
390,284 shares@ $115.56 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 3.91%
3.18%
$39.741M
822,285 shares@ $48.33 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 2.98%
2.7%
$33.807M
150,690 shares@ $224.36 avg price
VHTVanguard World Fd
Recent Activity
Increased 2.58%
2.69%
$33.668M
132,711 shares@ $253.7 avg price
VOXVanguard World Fd
Recent Activity
Increased 1.95%
2.34%
$29.237M
188,675 shares@ $154.97 avg price