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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
XLBSelect Sector Spdr Tr
Recent Activity
Increased 1.53%
0.42%
$5.143M
61,124 shares@ $84.15 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -6.18%
0.39%
$4.823M
25,387 shares@ $189.99 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.63%
0.37%
$4.626M
5,992 shares@ $772.02 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.06%
0.37%
$4.52M
8,841 shares@ $511.25 avg price
DEDeere & Co
Recent Activity
Decreased -3.32%
0.32%
$4.004M
9,450 shares@ $423.7 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 5.37%
0.32%
$3.98M
31,190 shares@ $127.6 avg price
NVDANvidia Corporation
Recent Activity
Increased 63.99%
0.31%
$3.874M
28,846 shares@ $134.3 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 0.68%
0.31%
$3.869M
32,023 shares@ $120.82 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 2.05%
0.24%
$2.932M
14,970 shares@ $195.84 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 7.8%
0.17%
$2.086M
36,254 shares@ $57.54 avg price