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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
VOXVanguard World Fd
Recent Activity
Increased 1.95%
2.34%
$29.237M
188,675 shares@ $154.97 avg price
TLTIshares Tr
Recent Activity
Increased 24359.66%
2.31%
$28.858M
330,450 shares@ $87.33 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Increased 7.22%
2.18%
$27.25M
259,817 shares@ $104.89 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 2.23%
1.77%
$22.151M
168,120 shares@ $131.76 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 8.61%
1.72%
$21.448M
36,595 shares@ $586.09 avg price
AAPLApple Inc
Recent Activity
Decreased -1.06%
1.68%
$20.969M
83,735 shares@ $250.43 avg price
SGOVIshares Tr
Recent Activity
Increased 9.82%
1.63%
$20.364M
202,987 shares@ $100.33 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 3.63%
1.36%
$16.953M
215,666 shares@ $78.61 avg price
BILSSpdr Ser Tr
Recent Activity
Increased 11.07%
1.33%
$16.592M
167,345 shares@ $99.15 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.62%
0.99%
$12.398M
23,010 shares@ $538.82 avg price