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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
NKENike Inc
Recent Activity
Decreased -0.74%
0.03%
$280,509
3,707 shares@ $75.68 avg price
SNSRGlobal X Fds
Recent Activity
Decreased -23.49%
0.02%
$234,738
6,726 shares@ $34.91 avg price
ADBEAdobe Inc
Recent Activity
Decreased -37.03%
0.02%
$226,787
510 shares@ $444.69 avg price
MAINMain Str Cap Corp
Recent Activity
Decreased -18.2%
0.02%
$226,303
3,863 shares@ $58.59 avg price
DGROIshares Tr
Recent Activity
Decreased -3.21%
0.02%
$221,867
3,617 shares@ $61.35 avg price
MSEXMiddlesex Wtr Co
Recent Activity
Decreased -12.46%
0.02%
$189,612
3,603 shares@ $52.63 avg price
SIXGEtf Ser Solutions
Recent Activity
Decreased -1.64%
0.02%
$184,738
3,877 shares@ $47.65 avg price
XOPSpdr Ser Tr
Recent Activity
Decreased -98.2%
0.02%
$177,746
1,343 shares@ $132.35 avg price
IEFAIshares Tr
Recent Activity
Decreased -7.97%
0.02%
$159,077
2,263 shares@ $70.3 avg price
MMM3m Co
Recent Activity
Decreased -3.78%
0.02%
$147,679
1,144 shares@ $129.1 avg price