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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
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
HDVIshares Tr
Recent Activity
Increased 10.55%
0.17%
$2.08M
18,527 shares@ $112.27 avg price
KOCoca Cola Co
Recent Activity
Increased 0.03%
0.16%
$1.942M
31,192 shares@ $62.27 avg price
ORCLOracle Corp
Recent Activity
Increased 3.69%
0.15%
$1.875M
11,253 shares@ $166.65 avg price
IJHIshares Tr
Recent Activity
Increased 0.19%
0.15%
$1.775M
28,492 shares@ $62.31 avg price
SPHYSpdr Ser Tr
Recent Activity
Increased 5.86%
0.15%
$1.772M
75,515 shares@ $23.47 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 0.23%
0.15%
$1.765M
8,748 shares@ $201.8 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.6%
0.14%
$1.749M
9,842 shares@ $177.71 avg price
PFFIshares Tr
Recent Activity
Increased 1.34%
0.14%
$1.666M
52,975 shares@ $31.45 avg price