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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
KMIKinder Morgan Inc Del
Recent Activity
Decreased -12.34%
0.04%
$468,191
17,087 shares@ $27.41 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -12.42%
0.04%
$408,244
6,896 shares@ $59.21 avg price
IWDIshares Tr
Recent Activity
Decreased -0.24%
0.04%
$380,187
2,054 shares@ $185.1 avg price
AXPAmerican Express Co
Recent Activity
Decreased -12.46%
0.04%
$379,298
1,278 shares@ $296.8 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -15.07%
0.03%
$364,247
4,078 shares@ $89.33 avg price
ESGVVanguard World Fd
Recent Activity
Decreased -7.81%
0.03%
$352,850
3,364 shares@ $104.9 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -7.55%
0.03%
$344,373
2,851 shares@ $120.8 avg price
OKEOneok Inc New
Recent Activity
Decreased -9.95%
0.03%
$336,039
3,347 shares@ $100.41 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -33.2%
0.03%
$331,336
4,381 shares@ $75.64 avg price
TSLATesla Inc
Recent Activity
Decreased -39.89%
0.03%
$285,919
708 shares@ $403.85 avg price