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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
MSFTMicrosoft Corp
Recent Activity
Increased 2.38%
0.93%
$11.594M
27,506 shares@ $421.5 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 3.02%
0.89%
$11.118M
129,797 shares@ $85.67 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 17672.4%
0.82%
$10.152M
57,938 shares@ $175.24 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 5.22%
0.81%
$10.043M
22,156 shares@ $453.29 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -9.28%
0.69%
$8.596M
68,171 shares@ $126.11 avg price
CPRTCopart Inc
Recent Activity
Decreased -0.25%
0.66%
$8.171M
142,368 shares@ $57.4 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 9.03%
0.64%
$7.996M
36,446 shares@ $219.4 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 4.08%
0.63%
$7.804M
103,110 shares@ $75.7 avg price
GOVTIshares Tr
Recent Activity
Decreased -7.91%
0.5%
$6.255M
272,195 shares@ $22.99 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Increased 2.7%
0.5%
$6.167M
151,627 shares@ $40.67 avg price