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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
XSVNBondbloxx Etf Trust
Recent Activity
Increased 57.5%
0.08%
$943,519
20,396 shares@ $46.27 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.07%
0.08%
$943,442
4,984 shares@ $189.3 avg price
TAt&t Inc
Recent Activity
Increased 3.48%
0.08%
$914,943
40,182 shares@ $22.77 avg price
GOOGAlphabet Inc
Recent Activity
Increased 14.07%
0.08%
$894,543
4,697 shares@ $190.45 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 2.43%
0.07%
$857,330
10,990 shares@ $78.02 avg price
AGGIshares Tr
Recent Activity
Increased 15.21%
0.07%
$827,196
8,537 shares@ $96.9 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 21.04%
0.07%
$787,165
3,251 shares@ $242.14 avg price
VVisa Inc
Recent Activity
Increased 98.65%
0.06%
$740,166
2,342 shares@ $316.05 avg price
IJKIshares Tr
Recent Activity
Increased 0.23%
0.06%
$734,260
8,075 shares@ $90.94 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 200%
0.06%
$732,708
26,442 shares@ $27.72 avg price