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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
AEPAmerican Elec Pwr Co Inc
Recent Activity
Decreased -0.73%
0.07%
$805,865
8,738 shares@ $92.23 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.73%
0.07%
$763,237
5,019 shares@ $152.07 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.5%
0.06%
$745,722
5,149 shares@ $144.83 avg price
COFCapital One Finl Corp
Recent Activity
Decreased -3.44%
0.06%
$709,135
3,977 shares@ $178.31 avg price
ESEversource Energy
Recent Activity
Decreased -2.64%
0.06%
$694,171
12,087 shares@ $57.44 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -3.29%
0.06%
$689,331
6,398 shares@ $107.75 avg price
RTXRtx Corporation
Recent Activity
Decreased -0.86%
0.06%
$660,864
5,711 shares@ $115.72 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -3.23%
0.06%
$644,461
7,089 shares@ $90.92 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -2.11%
0.05%
$528,554
1,016 shares@ $520.24 avg price
VBVanguard Index Fds
Recent Activity
Decreased -5.48%
0.04%
$492,531
2,050 shares@ $240.26 avg price