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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TTDThe Trade Desk Inc
| 0.01% | $105,072 894 shares@ $117.54 avg price | Decreased -8.77% |
SPYGSpdr Ser Tr
| 0.01% | $91,494 1,041 shares@ $87.9 avg price | Decreased -6.04% |
TERTeradyne Inc
| 0.01% | $89,781 713 shares@ $125.93 avg price | Decreased -3.51% |
VWOVanguard Intl Equity Index F
| 0.01% | $83,544 1,897 shares@ $44.05 avg price | Decreased -2.51% |
DFSDiscover Finl Svcs
| 0.01% | $81,245 469 shares@ $173.24 avg price | Decreased -12.82% |
FNFFidelity National Financial
| 0.01% | $73,039 1,301 shares@ $56.15 avg price | Decreased -29.4% |
OTTROtter Tail Corp
| 0.01% | $63,503 860 shares@ $73.85 avg price | Decreased -48.8% |
UALUnited Airls Hldgs Inc
| 0.01% | $57,095 588 shares@ $97.11 avg price | Decreased -7.98% |
XLVSelect Sector Spdr Tr
| 0.01% | $54,478 396 shares@ $137.58 avg price | Decreased -20.16% |
VAWVanguard World Fd
| 0.01% | $53,535 285 shares@ $187.85 avg price | Decreased -21.05% |