ARMSTRONG ADVISORY GROUP, INC

RIA/Wealth

ARMSTRONG ADVISORY GROUP, INC is a RIA/Wealth based in Needham, MA led by Michael Sargent Armstrong, reporting $1.4B in AUM as of Q3 2025 with 83% ETF concentration, 57% concentrated in top 10 holdings, and minimal technology exposure.

PresidentMichael Sargent Armstrong

Portfolio Value: $1.3B
Positions: 938
Top Holding: IVV at 11.72%
Last Reported: Q3 2025

Address144 Gould Street, Suite 210, Needham, MA, 02494, United States

Top Holdings

Largest long holdings in ARMSTRONG ADVISORY GROUP, INC's portfolio (57.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$154.8M	11.72%	+$4.4M Bought	— 231.2K shares	Q4 2022 Held for 2y 11m
2 iShares 3-7 Year Treasury Bond IEI	ETF ETF	$114.4M	8.66%	+$1.8M Bought	— 957.6K shares	Q3 2023 Held for 2y 2m
3 Vanguard Information Technology VGT	ETF ETF	$111.4M	8.43%	+$594.3K Bought	— 149.1K shares	Q4 2022 Held for 2y 11m
4 Vanguard Total Bond Market BND	ETF ETF	$90.2M	6.83%	+$1.4M Bought	— 1.2M shares	Q4 2022 Held for 2y 11m
5 Schwab 1000 Index ETF SCHK	ETF ETF	$78.0M	5.91%	-$201.2K Sold	— 2.4M shares	Q4 2022 Held for 2y 11m
6 GLD SPDR Gold Trust GLD	Unknown Unknown	$53.8M	4.07%	+$1.2M Bought	— 151.4K shares	Q4 2022 Held for 2y 11m
7 Financial Select Sector SPDR Fund XLF	ETF ETF	$44.6M	3.37%	+$137.0K Bought	— 827.2K shares	Q4 2022 Held for 2y 11m
8 iShares MSCI Brazil EWZ	ETF ETF	$39.1M	2.96%	+$569.7K Bought	— 1.3M shares	Q2 2025 Held for 5 months
9 XLY Consumer Discretionary Select Sector SPDR Fund XLY	ETF ETF	$36.5M	2.76%	-$116.9K Sold	— 152.3K shares	Q4 2022 Held for 2y 11m
10 Vanguard Communication Services VOX	ETF ETF	$34.6M	2.62%	+$44.9K Bought	— 184.4K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ARMSTRONG ADVISORY GROUP, INC's latest filing

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Market Value

$1.3B

Prior: $1.2B

Q/Q Change

+7.79%

+$95.5M

Net Flows % of MV

+1.75%

Turnover Ratio

4.06%

New Purchases

51 stocks

$19.0M

Added To

232 stocks

+$46.2M

Sold Out Of

55 stocks

$704.0K

Reduced Holdings

167 stocks

-$41.3M

Increased Positions

Position	Shares Δ	Change
1 ROBO Global Robotics & Automation Index ROBO	New	0 → 156.1K +$10.2M
2 Global X Uranium URA	New	0 → 131.0K +$6.2M
3 BAR GraniteShares Gold Shares BAR	New	0 → 13.0K +$494.5K
4 SPDR S&P North American Natural Resources NANR	New	0 → 7.4K +$479.0K
5 iShares MSCI India INDA	New	0 → 8.5K +$440.0K

Decreased Positions

Position	Shares Δ	Change
1 Global X Cybersecurity BUG	Sold	2.0K → 0 −$75.2K
2 Avient AVNT	Sold	1.7K → 0 −$53.3K
3 Synovus Financial SNV	Sold	790.0 → 0 −$40.9K
4 Vertex, Inc. VERX	Sold	946.0 → 0 −$33.4K
5 iShares Russell 2000 Value IWN	Sold	189.0 → 0 −$29.8K

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Analytics

Portfolio insights and performance metrics for ARMSTRONG ADVISORY GROUP, INC

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Sector Allocation

ETF

82.50%

Technology

4.00%

Consumer Cyclical

1.90%

Financial Services

1.70%

Industrials

1.50%

Healthcare

1.10%

Utilities

0.60%

Consumer Defensive

0.60%

Communication Services

0.60%

Energy

0.50%

Real Estate

0.30%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

7.77%

Large Cap ($10B - $200B)

4.59%

Mid Cap ($2B - $10B)

0.22%

Small Cap ($300M - $2B)

0.06%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.05%

N/A (ETF or Unknown)

87.31%

Portfolio Concentration

Top 10 Holdings %

57.34%

Top 20 Holdings %

76.3%

Top 50 Holdings %

89.86%

Top 100 Holdings %

94.41%

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ARMSTRONG ADVISORY GROUP, INC

Top Holdings

Changes

Increased Positions

Decreased Positions

Analytics

Sector Allocation

Market Cap Distribution

Portfolio Concentration

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