Armstrong Advisory Group, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Armstrong Advisory Group, Inc. reported 767 stock positions worth $1.0 billion. Its top holding was iShares 7-10 Year Treasury B (IEF) at 11.7% of the portfolio, followed by Vanguard Info Tech ETF (VGT, 9.6%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 6.2%). Compared with Q4 2023, it added to 1 and reduced 4. The biggest buy was Inseego (INSG, shares +900%) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −80%).

Most Recent 13F
Q2 2026
Location
NEEDHAM, MA
CIK
0001932952
Portfolio Value
$1.0B (Q1 2024)
SEC Filing
0001932952-24-000002 ↗ filed Apr 12, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.0B $1.0B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.3B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.5B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 767 stocks · $1.0B
IEF iShares 7-10 Year Treasury B 11.72% 1,252,912 $120.8M No change
VGT Vanguard Info Tech ETF 9.58% 203,986 $98.7M No change
SPYM Ste STR SPDR PT S&P 500 ETF 6.25% 1,151,529 $64.4M No change
SCHK Schwab 1000 Index ETF 5.57% 1,246,826 $57.4M No change
BND Vanguard Total Bond Market 5.37% 751,915 $55.3M No change
VHT Vanguard Health Care ETF 4.48% 184,028 $46.1M No change
XLF SS Financial Select Sector 4.05% 1,108,961 $41.7M No change
IVV iShares Core S&P 500 ETF 3.77% 81,373 $38.9M No change
XLY SS Consumer Disc Select Sect 3.42% 196,822 $35.2M No change
GOVT iShares US Treasury Bond ETF 3.30% 1,473,662 $34.0M No change
IEI iShares 3-7 Year Treasury Bo 3.22% 283,123 $33.2M No change
VOX Vanguard Communication Servi 2.81% 245,751 $28.9M No change
VXF Vanguard Extended Market ETF 2.72% 170,221 $28.0M No change
XLI SS Industrial Select Sector 2.63% 237,483 $27.1M No change
XLP SS Consumer Staples Sel Sect 2.00% 286,351 $20.6M No change
AAPL Apple Inc. 1.79% 95,580 $18.4M No change
IWM iShares Russell 2000 ETF 1.66% 85,083 $17.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.57% 34,098 $16.2M No change
XLE SS Energy Select Sector 1.41% 172,696 $14.5M No change
VGSH Vanguard Short-Term Treasury 1.38% 244,607 $14.3M No change
UPS United Parcel Service Class B 1.31% 85,615 $13.5M No change
VOO Vanguard S&P 500 ETF 1.07% 25,290 $11.0M No change
MSFT Microsoft Corp. 0.95% 25,980 $9.8M No change
SGOV iShares 0-3 Month Treasury B 0.90% 92,491 $9.3M No change
XLRE SS Real Estate Select Sector 0.78% 199,420 $8.0M No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.77% 125,217 $7.9M No change
GLD SPDR Gold Shares 0.74% 40,006 $7.6M No change
CPRT Copart Inc. 0.70% 146,614 $7.2M No change
XLB SS Materials Select Sector 0.70% 83,730 $7.2M No change
BRK.B Berkshire Hathaway Inc. Class B 0.64% 18,440 $6.6M No change
XSVN Bondbloxx BBG 7 YR US Treas 0.56% 120,313 $5.8M No change
AMZN Amazon.com Inc. 0.47% 31,614 $4.8M No change
DE Deere & Co. 0.40% 10,235 $4.1M No change
LLY Eli Lilly & Co. 0.36% 6,423 $3.7M No change
QQQ Invesco QQQ Trust Series 1 0.34% 8,448 $3.5M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.29% 32,041 $3.0M No change
VIG Vanguard Dividend Apprec ETF 0.26% 15,483 $2.6M No change
VYM Vanguard High DVD Yield ETF 0.23% 21,094 $2.4M No change
VTI VG Morningstar TS MKT ETF-US 0.19% 8,285 $2.0M No change
XOM Exxon Mobil Corp. 0.19% 19,307 $1.9M No change
KO The Coca-Cola Co. 0.18% 31,651 $1.9M No change
ABBV Abbvie Inc. 0.15% 10,219 $1.6M No change
WM Waste Management Inc. 0.15% 8,788 $1.6M No change
GSLC Goldman Activebeta US LC ETF 0.14% 15,574 $1.5M No change
VZ Verizon Communications Inc. 0.14% 37,300 $1.4M No change
HD Home Depot Inc. 0.13% 3,746 $1.3M No change
UNH Unitedhealth Group Inc. 0.12% 2,388 $1.3M No change
SPHY SS SPDR P High Yield ETF 0.12% 52,421 $1.2M No change
JEPI JPMorgan Equity Premium Inco 0.11% 20,623 $1.1M No change
PFF iShares Preferred & Income S 0.11% 35,425 $1.1M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 32,747 $1.1M No change
HDV iShares Core High Dividend E 0.11% 10,704 $1.1M No change
SDY SS SPDR S&P Dividend ETF 0.10% 8,617 $1.1M No change
ORCL Oracle Corp. 0.10% 10,023 $1.1M No change
MCD McDonald's Corp. 0.10% 3,488 $1.0M No change
USMV iShares MSCI USA Min Vol Fac 0.10% 13,020 $1.0M No change
JNJ Johnson & Johnson 0.10% 6,436 $1.0M No change
PG The Procter & Gamble Co. 0.09% 6,558 $961K No change
ED Consolidated Edison Inc. 0.09% 10,291 $936K No change
PEP Pepsico Inc. 0.09% 5,397 $917K No change
MUB iShares National Muni Bond E 0.09% 8,296 $899K No change
HON Honeywell International Inc. 0.09% 4,193 $879K No change
HUBS HubSpot Inc. 0.08% 1,492 $866K No change
ES Eversource Energy 0.08% 13,800 $852K No change
IJH iShares Core S&P Midcap ETF 0.08% 3,069 $851K Reduce -80.0%
AEP American Electric Power 0.08% 9,749 $792K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.07% 14,954 $763K No change
CAT Caterpillar Inc. 0.07% 2,538 $750K No change
NVDA Nvidia Corp. 0.07% 1,497 $741K No change
XYLD Global X S&P 500 Cove Call E 0.07% 18,365 $724K No change
DUK Duke Energy Corp. 0.07% 7,248 $703K No change
WMT Walmart Inc. 0.07% 4,426 $698K Reduce -66.7%
CVX Chevron Corp. 0.07% 4,674 $697K No change
SCHM Schwab US Mid Cap ETF 0.07% 9,229 $695K No change
T AT&T Inc. 0.07% 41,077 $689K No change
AGG iShares Core U.S. Aggregate 0.06% 6,619 $657K No change
IJK iShares S&P Mid-Cap 400 Grow 0.06% 7,948 $630K No change
IJR iShares Core S&P Small-Cap E 0.06% 5,786 $626K No change
VLO Valero Energy Corp. 0.06% 4,789 $623K No change
SRLN SS Blackstone Sr Loan ETF 0.06% 14,809 $621K No change
CMG Chipotle Mexican Grill Inc. 0.06% 270 $617K No change
TLT iShares 20+ Year Treasury BD 0.06% 6,211 $614K No change
JPM JPMorgan Chase & Co. 0.06% 3,599 $612K No change
PEG Public Service Enterprise GP 0.06% 9,820 $600K No change
GOOG Alphabet Inc. Class C 0.06% 4,174 $588K No change
GOOGL Alphabet Inc. Class A 0.06% 4,187 $585K No change
HR Healthcare Realty Trust Inc. 0.06% 33,334 $574K No change
CL Colgate-Palmolive Co. 0.06% 7,140 $569K No change
TMO Thermo Fisher Scientific Inc. 0.05% 1,038 $551K No change
VGIT Vanguard Intermediate-Term T 0.05% 9,179 $544K No change
ADI Analog Devices Inc. 0.05% 2,733 $543K No change
COF Capital One Financial Corp. 0.05% 4,136 $542K No change
VCSH Vanguard S/T Corp. Bond ETF 0.05% 6,985 $540K No change
ETF MANAGERS TR 0.05% 8,776 $530K No change
VB Vanguard Most SM-Cap ETF-Usd 0.05% 2,436 $520K No change
ABT Abbott Laboratories 0.05% 4,636 $510K No change
ADBE Adobe Inc. 0.05% 817 $487K No change
NKE Nike Inc. Class B 0.05% 4,467 $485K No change
RTX RTX Corp. 0.05% 5,757 $484K No change
VTIP Vanguard Short-Term Tips 0.05% 9,895 $470K No change

Show all 767 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $3K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 86$3KNo change
DSX.WS Diana Shipping Inc.-28 *W EXP 12/14/202 522$147No change

Total filed on the 13F, all lines: $1.0B.

Portfolio Sells Q4 2023 → Q1 2024
IJH iShares Core S&P Midcap ETF Reduce -80.0% 0.08% 0.00
SOXX iShares Semiconductor ETF Reduce -66.7% 0.01% 0.00
IHE iShares US Pharmaceuticals E Reduce -66.7% 0.00% 0.00
WMT Walmart Inc. Reduce -66.7% 0.07% 0.00

Portfolio Buys Q4 2023 → Q1 2024
INSG Inseego Corp. Add +900.0% 0.00% 0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 979$1.6BSCHK, IVV, VGT, SCHP, IEI
Q1 2026 952$1.5BIVV, IEI, VBIL, SCHP, VGT
Q4 2025 948$1.5BIVV, IEI, VGT, BND, SCHK
Q3 2025 935$1.4BIVV, IEI, VGT, VBIL, BND
Q2 2025 922$1.3BIVV, IEI, VGT, VBIL, BND
Q1 2025 839$1.3BIVV, BND, IEF, VGT, SCHK
Q4 2024 839$1.3BIVV, BND, IEF, VGT, SCHK
Q3 2024 781$1.2BBND, IVV, VGT, SCHK, SPYM
Q2 2024 788$1.1BBND, VGT, IVV, IEF, SCHK
Q1 2024 767$1.0BIEF, VGT, SPYM, SCHK, BND