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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
CGDVCapital Group Dividend Value
Recent Activity
New Position
0.01%
$3,526
100 shares@ $35.26 avg price
SCHGSchwab Strategic Tr
Recent Activity
New Position
0.01%
$3,484
125 shares@ $27.88 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.01%
$3,192
117 shares@ $27.29 avg price
RFICohen & Steers Total Return
Recent Activity
New Position
0.01%
$3,046
263 shares@ $11.59 avg price
SNOWSnowflake Inc
Recent Activity
New Position
0.01%
$2,934
19 shares@ $154.43 avg price
ETVEaton Vance Tax-managed Buy-
Recent Activity
New Position
0.01%
$2,882
200 shares@ $14.41 avg price
CGUSCapital Group Core Equity Et
Recent Activity
New Position
0.01%
$2,833
81 shares@ $34.98 avg price
UUUUEnergy Fuels Inc
Recent Activity
New Position
0.01%
$2,591
505 shares@ $5.14 avg price
BBAIBigbear Ai Hldgs Inc
Recent Activity
New Position
0.01%
$2,537
570 shares@ $4.46 avg price
INTUIntuit
Recent Activity
New Position
0.01%
$2,514
4 shares@ $628.5 avg price