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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
XYLDGlobal X Fds
Recent Activity
Increased 2.87%
0.13%
$1.56M
37,240 shares@ $41.9 avg price
HDHome Depot Inc
Recent Activity
Increased 7.85%
0.13%
$1.523M
3,916 shares@ $389.02 avg price
BACBank America Corp
Recent Activity
Increased 2.07%
0.1%
$1.243M
28,278 shares@ $43.95 avg price
WMTWalmart Inc
Recent Activity
Increased 2.17%
0.1%
$1.221M
13,516 shares@ $90.36 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 11.94%
0.1%
$1.214M
24,226 shares@ $50.14 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 13.41%
0.09%
$1.113M
4,644 shares@ $239.72 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 2.34%
0.09%
$1.042M
2,060 shares@ $505.77 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.62%
0.08%
$996,414
3,437 shares@ $289.91 avg price
LONZPimco Etf Tr
Recent Activity
Increased 8.07%
0.08%
$970,900
19,000 shares@ $51.1 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 2.89%
0.08%
$946,519
1,033 shares@ $916.29 avg price