Skip to main content
Livermore
Livermore
ZHEN

Armstrong Advisory Group, Inc

SEC CIK
0001932952
Latest filing
Jul 13, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 10, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
842
0 vs. Q4 2024
Portfolio value
$1.25B
$0 (0.0%) vs. Q4 2024
Filed
Apr 10, 2025
SEC
Holdings of Armstrong Advisory Group, Inc in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF259,279$152.6M12.2%00.0%Unchanged–
Vanguard Total Bond Market ETF921937835ETF1,787,164$128.5M10.3%00.0%Unchanged–
iShares Tr4642874407-10 YR TRSY BD1,143,157$105.7M8.4%00.0%Unchanged–
Vanguard Information Technology ETF92204A702ETF169,701$105.5M8.4%00.0%Unchanged–
Schwab Strategic Tr8085247221000 INDEX ETF2,633,266$74.5M6.0%00.0%Unchanged–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF998,848$68.9M5.5%00.0%Unchanged–
iShares Tr4642886613 7 YR TREAS BD390,284$45.1M3.6%00.0%Unchanged–
State Street Financial Select Sector SPDR ETF81369Y605ETF822,285$39.7M3.2%00.0%Unchanged–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF150,690$33.8M2.7%00.0%Unchanged–
Vanguard Health Care ETF92204A504ETF132,711$33.7M2.7%00.0%Unchanged–
Vanguard Communication Services ETF92204A884ETF188,675$29.2M2.3%00.0%Unchanged–
iShares Tr46428743220 YR TR BD ETF330,450$28.9M2.3%00.0%Unchanged–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF259,817$27.2M2.2%00.0%Unchanged–
State Street Industrial Select Sector SPDR ETF81369Y704ETF168,120$22.2M1.8%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF36,595$21.4M1.7%00.0%UnchangedHistory
AAPLApple Inc.Stock83,735$21.0M1.7%00.0%UnchangedHistory
iShares Tr46436E7180-3 MTH TREASURY202,987$20.4M1.6%00.0%Unchanged–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF215,666$17.0M1.4%00.0%Unchanged–
SPDR Series Trust78468R523ST STR BL 12 ETF167,345$16.6M1.3%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF23,010$12.4M1.0%00.0%Unchanged–
MSFTMicrosoft CorpStock27,506$11.6M0.9%00.0%UnchangedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF129,797$11.1M0.9%00.0%Unchanged–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT57,938$10.2M0.8%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock22,156$10.0M0.8%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock68,171$8.60M0.7%00.0%UnchangedHistory
CPRTCopart IncCOM142,368$8.17M0.7%00.0%UnchangedHistory
AMZNAmazon Com IncStock36,446$8.00M0.6%00.0%UnchangedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF103,110$7.80M0.6%00.0%Unchanged–
iShares U.S. Treasury Bond ETF46429B267ETF272,195$6.26M0.5%00.0%Unchanged–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF151,627$6.17M0.5%00.0%Unchanged–
State Street Materials Select Sector SPDR ETF81369Y100ETF61,124$5.14M0.4%00.0%Unchanged–
Vanguard Index FDS922908652EXTEND MKT ETF25,387$4.82M0.4%00.0%Unchanged–
LLYEli Lilly & CoStock5,992$4.63M0.4%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF8,841$4.52M0.4%00.0%Unchanged–
DEDeere & CoStock9,450$4.00M0.3%00.0%UnchangedHistory
Vanguard High Dividend Yield Index ETF921946406ETF31,190$3.98M0.3%00.0%Unchanged–
NVDANVIDIA CorpStock28,846$3.87M0.3%00.0%UnchangedHistory
TJXTJX Companies IncStock32,023$3.87M0.3%00.0%UnchangedHistory
Vanguard Dividend Appreciation ETF921908844ETF14,970$2.93M0.2%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM36,254$2.09M0.2%00.0%Unchanged–
iShares Core High Dividend ETF46429B663ETF18,527$2.08M0.2%00.0%Unchanged–
XOMExxonMobil Holdings CorpCOM18,660$2.01M0.2%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF6,797$1.97M0.2%00.0%Unchanged–
KOCoca Cola CoStock31,192$1.94M0.2%00.0%UnchangedHistory
ORCLOracle CorpStock11,253$1.88M0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF28,492$1.78M0.1%00.0%Unchanged–
SPDR Series Trust78468R606ST PORT HIGH ETF75,515$1.77M0.1%00.0%Unchanged–
WMWaste Management IncStock8,748$1.77M0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock9,842$1.75M0.1%00.0%UnchangedHistory
iShares Tr464288687PFD AND INCM SEC52,975$1.67M0.1%00.0%Unchanged–
Global X FDS37954Y475S&P 500 COVERED37,240$1.56M0.1%00.0%Unchanged–
HDHome Depot, Inc.Stock3,916$1.52M0.1%00.0%UnchangedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG12,958$1.49M0.1%00.0%Unchanged–
VZVerizon Communications IncStock33,231$1.33M0.1%00.0%UnchangedHistory
BACBank of America CorpStock28,278$1.24M0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock13,516$1.22M0.1%00.0%UnchangedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD24,226$1.21M0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS20,093$1.17M0.1%00.0%Unchanged–
JPMJPMorgan Chase & CoStock4,644$1.11M0.1%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF11,807$1.05M0.1%00.0%Unchanged–
UNHUnitedHealth Group IncStock2,060$1.04M0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock3,437$996.4K0.1%00.0%UnchangedHistory
SPDR Series Trust78464A763ST STR SP DIV7,480$988.1K0.1%00.0%Unchanged–
PIMCO ETF Tr72201R627SR LN ACTIVE ETF19,000$970.9K0.1%00.0%Unchanged–
HONHoneywell International IncCOM4,266$963.7K0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock1,033$946.5K0.1%00.0%UnchangedHistory
Bondbloxx ETF Trust09789C820BLOOMBERG SEVEN20,396$943.5K0.1%00.0%Unchanged–
GOOGLAlphabet Inc.Stock4,984$943.4K0.1%00.0%UnchangedHistory
TAT&T Inc.Stock40,182$914.9K0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock5,408$906.7K0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock4,697$894.5K0.1%00.0%UnchangedHistory
CATCaterpillar IncStock2,436$883.7K0.1%00.0%UnchangedHistory
EDConsolidated Edison IncStock9,806$875.0K0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD10,990$857.3K0.1%00.0%Unchanged–
JNJJohnson & JohnsonStock5,876$849.8K0.1%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM13,900$838.2K0.1%00.0%UnchangedHistory
PEGPublic Service Enterprise Group IncCOM9,820$829.7K0.1%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF8,537$827.2K0.1%00.0%Unchanged–
iShares Tr464288414NATIONAL MUN ETF7,604$810.3K0.1%00.0%Unchanged–
AEPAmerican Electric Power Co IncStock8,738$805.9K0.1%00.0%UnchangedHistory
GLDSPDR Gold TrustETF3,251$787.2K0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock5,019$763.2K0.1%00.0%UnchangedHistory
CVXChevron CorpStock5,149$745.7K0.1%00.0%UnchangedHistory
VVisa Inc.Stock2,342$740.2K0.1%00.0%UnchangedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF8,075$734.3K0.1%00.0%Unchanged–
Schwab U.S. Mid-Cap ETF808524508ETF26,442$732.7K0.1%00.0%Unchanged–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF6,611$728.0K0.1%00.0%Unchanged–
HUBSHubSpot IncCOM1,041$725.3K0.1%00.0%UnchangedHistory
Vanguard Morningstar Growth ETF922908736ETF1,751$718.6K0.1%00.0%Unchanged–
COFCapital One Financial CorpStock3,977$709.1K0.1%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF6,062$698.5K0.1%00.0%Unchanged–
ESEversource EnergyStock12,087$694.2K0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock6,398$689.3K0.1%00.0%UnchangedHistory
RTXRTX CorpStock5,711$660.9K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock2,997$658.8K0.1%00.0%UnchangedHistory
Amplify ETF Tr032108664AMPLIFY CYBERSEC8,782$654.2K0.1%00.0%Unchanged–
CLColgate Palmolive CoStock7,089$644.5K0.1%00.0%UnchangedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF3,058$632.7K0.1%00.0%Unchanged–
Alps ETF Tr00162Q452ALERIAN MLP12,804$616.6K<0.1%00.0%Unchanged–
GEGeneral Electric CoStock3,654$609.4K<0.1%00.0%UnchangedHistory