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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
ADIAnalog Devices Inc
Recent Activity
Increased 1.42%
0.05%
$549,422
2,586 shares@ $212.47 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.98%
0.05%
$529,478
2,284 shares@ $231.83 avg price
VLOValero Energy Corp
Recent Activity
Increased 1.49%
0.05%
$526,639
4,296 shares@ $122.59 avg price
ABTAbbott Labs
Recent Activity
Increased 0.07%
0.04%
$489,770
4,330 shares@ $113.12 avg price
MOAltria Group Inc
Recent Activity
Increased 2.36%
0.04%
$487,831
9,329 shares@ $52.3 avg price
METAMeta Platforms Inc
Recent Activity
Increased 18.53%
0.04%
$479,581
819 shares@ $585.57 avg price
SOSouthern Co
Recent Activity
Increased 2.38%
0.04%
$474,575
5,765 shares@ $82.33 avg price
AIQGlobal X Fds
Recent Activity
Increased 4.77%
0.04%
$468,912
12,135 shares@ $38.65 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 4.67%
0.04%
$459,573
11,013 shares@ $41.74 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 172.03%
0.04%
$457,603
19,741 shares@ $23.19 avg price