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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
GSLCGoldman Sachs Etf Tr
Recent Activity
Decreased -2.41%
0.12%
$1.492M
12,958 shares@ $115.18 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.05%
0.11%
$1.329M
33,231 shares@ $39.99 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -97.39%
0.1%
$1.169M
20,093 shares@ $58.19 avg price
USMVIshares Tr
Recent Activity
Decreased -1.29%
0.09%
$1.048M
11,807 shares@ $88.8 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -4.28%
0.08%
$988,108
7,480 shares@ $132.1 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.42%
0.08%
$963,714
4,266 shares@ $225.91 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.14%
0.08%
$906,706
5,408 shares@ $167.67 avg price
EDConsolidated Edison Inc
Recent Activity
Decreased -0.54%
0.07%
$875,031
9,806 shares@ $89.24 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.33%
0.07%
$849,788
5,876 shares@ $144.63 avg price
MUBIshares Tr
Recent Activity
Decreased -2.66%
0.07%
$810,255
7,604 shares@ $106.56 avg price