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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
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -18.25%
0.02%
$144,503
7,418 shares@ $19.49 avg price
DVNDevon Energy Corp New
Recent Activity
Decreased -23.63%
0.02%
$136,943
4,184 shares@ $32.74 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Decreased -10.57%
0.02%
$135,184
3,550 shares@ $38.08 avg price
TIPIshares Tr
Recent Activity
Decreased -6.7%
0.02%
$132,066
1,239 shares@ $106.6 avg price
CTRACoterra Energy Inc
Recent Activity
Decreased -7.32%
0.02%
$129,233
5,060 shares@ $25.55 avg price
OXYOccidental Pete Corp
Recent Activity
Decreased -4.92%
0.02%
$128,836
2,607 shares@ $49.42 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -7.33%
0.02%
$128,701
796 shares@ $161.69 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -27.94%
0.01%
$124,662
196 shares@ $636.04 avg price
DOWDow Inc
Recent Activity
Decreased -28.65%
0.01%
$114,812
2,861 shares@ $40.14 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -7.13%
0.01%
$105,839
1,796 shares@ $58.94 avg price