ARMSTRONG ADVISORY GROUP, INC

Filed: 1/14/2025ACC: 0001932952-25-000002

📋 What this filing means

ARMSTRONG ADVISORY GROUP, INC filed this quarterly 13F‑HR report disclosing 842 equity positions with a total reported market value of $1.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

842

Positions

$1.25B

Total AUM (reported)

13.16M

Total Shares

Allocation by class

CORE S&P500 ETF$152.63M12.2%

TOTAL BND MRKT$128.51M10.3%

COM$128.33M10.2%

7-10 YR TRSY BD$105.68M8.4%

INF TECH ETF$105.52M8.4%

1000 INDEX ETF$74.55M6.0%

PORTFOLIO S&P500$68.86M5.5%

Portfolio Concentration

Top 3$386.83M30.9%

4–10$401.24M32.0%

11–25$267.72M21.4%

Rest$196.77M15.7%

Top 3 weight

30.9%

Top 10 weight

62.9%

Voting Authority Distribution

Total shares with voting rights: 13.16M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

13.16M

% of voting shares100.0%

Investment Discretion (by position count)

Sole842

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings842

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares259.28K

TypeSH

Market value$152.63M

12.19%

Sole

0.00

Shared

0.00

None

259.28K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares1.79M

TypeSH

Market value$128.51M

10.26%

Sole

0.00

Shared

0.00

None

1.79M

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares1.14M

TypeSH

Market value$105.68M

8.44%

Sole

0.00

Shared

0.00

None

1.14M

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares169.70K

TypeSH

Market value$105.52M

8.42%

Sole

0.00

Shared

0.00

None

169.70K

SCHWAB STRATEGIC TR

SOLE

1000 INDEX ETF

Shares2.63M

TypeSH

Market value$74.55M

5.95%

Sole

0.00

Shared

0.00

None

2.63M

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares998.85K

TypeSH

Market value$68.86M

5.50%

Sole

0.00

Shared

0.00

None

998.85K

ISHARES TR

SOLE

3 7 YR TREAS BD

Shares390.28K

TypeSH

Market value$45.10M

3.60%

Sole

0.00

Shared

0.00

None

390.28K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares822.28K

TypeSH

Market value$39.74M

3.17%

Sole

0.00

Shared

0.00

None

822.28K

SELECT SECTOR SPDR TR

SOLE

SBI CONS DISCR

Shares150.69K

TypeSH

Market value$33.81M

2.70%

Sole

0.00

Shared

0.00

None

150.69K

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares132.71K

TypeSH

Market value$33.67M

2.69%

Sole

0.00

Shared

0.00

None

132.71K

VANGUARD WORLD FD

SOLE

COMM SRVC ETF

Shares188.68K

TypeSH

Market value$29.24M

2.33%

Sole

0.00

Shared

0.00

None

188.68K

ISHARES TR

SOLE

20 YR TR BD ETF

Shares330.45K

TypeSH

Market value$28.86M

2.30%

Sole

0.00

Shared

0.00

None

330.45K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 GARP ETF

Shares259.82K

TypeSH

Market value$27.25M

2.18%

Sole

0.00

Shared

0.00

None

259.82K

SELECT SECTOR SPDR TR

SOLE

INDL

Shares168.12K

TypeSH

Market value$22.15M

1.77%

Sole

0.00

Shared

0.00

None

168.12K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares36.59K

TypeSH

Market value$21.45M

1.71%

Sole

0.00

Shared

0.00

None

36.59K

APPLE INC

SOLE

COM

Shares83.73K

TypeSH

Market value$20.97M

1.67%

Sole

0.00

Shared

0.00

None

83.73K

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares202.99K

TypeSH

Market value$20.36M

1.63%

Sole

0.00

Shared

0.00

None

202.99K

SELECT SECTOR SPDR TR

SOLE

SBI CONS STPLS

Shares215.67K

TypeSH

Market value$16.95M

1.35%

Sole

0.00

Shared

0.00

None

215.67K

SPDR SER TR

SOLE

BLOOMBERG 3-12 M

Shares167.34K

TypeSH

Market value$16.59M

1.32%

Sole

0.00

Shared

0.00

None

167.34K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares23.01K

TypeSH

Market value$12.40M

0.99%

Sole

0.00

Shared

0.00

None

23.01K

MICROSOFT CORP

SOLE

COM

Shares27.51K

TypeSH

Market value$11.59M

0.93%

Sole

0.00

Shared

0.00

None

27.51K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares129.80K

TypeSH

Market value$11.12M

0.89%

Sole

0.00

Shared

0.00

None

129.80K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares57.94K

TypeSH

Market value$10.15M

0.81%

Sole

0.00

Shared

0.00

None

57.94K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares22.16K

TypeSH

Market value$10.04M

0.80%

Sole

0.00

Shared

0.00

None

22.16K

UNITED PARCEL SERVICE INC

SOLE

CL B

Shares68.17K

TypeSH

Market value$8.60M

0.69%

Sole

0.00

Shared

0.00

None

68.17K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	259.28K	SH	$152.63M 12.19%	259.28K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	1.79M	SH	$128.51M 10.26%	1.79M
ISHARES TRSOLE	7-10 YR TRSY BD	1.14M	SH	$105.68M 8.44%	1.14M
VANGUARD WORLD FDSOLE	INF TECH ETF	169.70K	SH	$105.52M 8.42%	169.70K
SCHWAB STRATEGIC TRSOLE	1000 INDEX ETF	2.63M	SH	$74.55M 5.95%	2.63M
SPDR SER TRSOLE	PORTFOLIO S&P500	998.85K	SH	$68.86M 5.50%	998.85K
ISHARES TRSOLE	3 7 YR TREAS BD	390.28K	SH	$45.10M 3.60%	390.28K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	822.28K	SH	$39.74M 3.17%	822.28K
SELECT SECTOR SPDR TRSOLE	SBI CONS DISCR	150.69K	SH	$33.81M 2.70%	150.69K
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	132.71K	SH	$33.67M 2.69%	132.71K
VANGUARD WORLD FDSOLE	COMM SRVC ETF	188.68K	SH	$29.24M 2.33%	188.68K
ISHARES TRSOLE	20 YR TR BD ETF	330.45K	SH	$28.86M 2.30%	330.45K
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 GARP ETF	259.82K	SH	$27.25M 2.18%	259.82K
SELECT SECTOR SPDR TRSOLE	INDL	168.12K	SH	$22.15M 1.77%	168.12K
SPDR S&P 500 ETF TRSOLE	TR UNIT	36.59K	SH	$21.45M 1.71%	36.59K
APPLE INCSOLE	COM	83.73K	SH	$20.97M 1.67%	83.73K
ISHARES TRSOLE	0-3 MNTH TREASRY	202.99K	SH	$20.36M 1.63%	202.99K
SELECT SECTOR SPDR TRSOLE	SBI CONS STPLS	215.67K	SH	$16.95M 1.35%	215.67K
SPDR SER TRSOLE	BLOOMBERG 3-12 M	167.34K	SH	$16.59M 1.32%	167.34K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	23.01K	SH	$12.40M 0.99%	23.01K
MICROSOFT CORPSOLE	COM	27.51K	SH	$11.59M 0.93%	27.51K
SELECT SECTOR SPDR TRSOLE	ENERGY	129.80K	SH	$11.12M 0.89%	129.80K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	57.94K	SH	$10.15M 0.81%	57.94K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	22.16K	SH	$10.04M 0.80%	22.16K
UNITED PARCEL SERVICE INCSOLE	CL B	68.17K	SH	$8.60M 0.69%	68.17K

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