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 |
---|---|---|---|
VUGVanguard Index Fds
| 0.06% | $718,593 1,751 shares@ $410.4 avg price | Increased 37.23% |
IJRIshares Tr
| 0.06% | $698,519 6,062 shares@ $115.23 avg price | Increased 0.07% |
IBMInternational Business Machs
| 0.06% | $658,763 2,997 shares@ $219.81 avg price | Increased 20.13% |
HACKAmplify Etf Tr
| 0.06% | $654,166 8,782 shares@ $74.49 avg price | Increased 0.05% |
MTUMIshares Tr
| 0.06% | $632,726 3,058 shares@ $206.91 avg price | Increased 0.04% |
AMLPAlps Etf Tr
| 0.05% | $616,618 12,804 shares@ $48.16 avg price | Increased 65.18% |
GEGe Aerospace
| 0.05% | $609,394 3,654 shares@ $166.78 avg price | Increased 0.36% |
NFLXNetflix Inc
| 0.05% | $574,902 645 shares@ $891.33 avg price | Increased 5.92% |
DDominion Energy Inc
| 0.05% | $556,342 10,329 shares@ $53.87 avg price | Increased 4.21% |
VGITVanguard Scottsdale Fds
| 0.05% | $551,724 9,512 shares@ $58.01 avg price | Increased 78.07% |