Armstrong Advisory Group, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 12, 2024), Armstrong Advisory Group, Inc. reported 788 stock positions worth $1.1 billion. Its top holding was Vanguard Total Bond Market (BND) at 12.0% of the portfolio, followed by Vanguard Info Tech ETF (VGT, 9.7%) and iShares Core S&P 500 ETF (IVV, 9.2%). Compared with Q1 2024, it opened 83 new positions, sold out of 64, added to 172 and reduced 223. The biggest buy was Vanguard Total Bond Market (BND, shares +151%) and the biggest sale iShares 7-10 Year Treasury B (IEF, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001932952
- Portfolio Value
- $1.1B (Q2 2024)
- SEC Filing
- 0001932952-24-000003 ↗ filed Jul 12, 2024
Holdings Value
Holdings 788 stocks · $1.1B
| BND Vanguard Total Bond Market | 12.03% | 1,887,359 | $136.0M | Add +151.0% |
| VGT Vanguard Info Tech ETF | 9.70% | 190,114 | $109.6M | Reduce -6.8% |
| IVV iShares Core S&P 500 ETF | 9.20% | 189,997 | $104.0M | Add +133.5% |
| IEF iShares 7-10 Year Treasury B | 8.08% | 975,212 | $91.3M | Reduce -22.2% |
| SCHK Schwab 1000 Index ETF | 5.87% | 1,268,750 | $66.4M | Add +1.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.52% | 974,693 | $62.4M | Reduce -15.4% |
| VHT Vanguard Health Care ETF | 3.85% | 163,577 | $43.5M | Reduce -11.1% |
| XLF SS Financial Select Sector | 3.66% | 1,006,910 | $41.4M | Reduce -9.2% |
| IEI iShares 3-7 Year Treasury Bo | 3.39% | 331,592 | $38.3M | Add +17.1% |
| XLY SS Consumer Disc Select Sect | 2.94% | 182,146 | $33.2M | Reduce -7.5% |
| VOX Vanguard Communication Servi | 2.71% | 221,486 | $30.6M | Reduce -9.9% |
| VXF Vanguard Extended Market ETF | 2.39% | 160,347 | $27.1M | Reduce -5.8% |
| XLI SS Industrial Select Sector | 2.36% | 219,014 | $26.7M | Reduce -7.8% |
| SPGP Invesco S&P 500 Garp ETF | 2.05% | 225,747 | $23.2M | New |
| XLP SS Consumer Staples Sel Sect | 1.76% | 259,907 | $19.9M | Reduce -9.2% |
| AAPL Apple Inc. | 1.67% | 89,649 | $18.9M | Reduce -6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.61% | 33,360 | $18.2M | Reduce -2.2% |
| XLE SS Energy Select Sector | 1.34% | 166,050 | $15.1M | Reduce -3.9% |
| MSFT Microsoft Corp. | 1.06% | 26,717 | $11.9M | Add +2.8% |
| VOO Vanguard S&P 500 ETF | 1.03% | 23,265 | $11.6M | Reduce -8.0% |
| UPS United Parcel Service Class B | 0.96% | 78,966 | $10.8M | Reduce -7.8% |
| CPRT Copart Inc. | 0.70% | 145,072 | $7.9M | Reduce -1.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.69% | 114,555 | $7.8M | Reduce -8.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 18,504 | $7.5M | Add +0.3% |
| XLRE SS Real Estate Select Sector | 0.63% | 186,356 | $7.2M | Reduce -6.5% |
| XLB SS Materials Select Sector | 0.61% | 77,599 | $6.9M | Reduce -7.3% |
| GOVT iShares US Treasury Bond ETF | 0.59% | 297,002 | $6.7M | Reduce -79.8% |
| AMZN Amazon.com Inc. | 0.57% | 33,237 | $6.4M | Add +5.1% |
| LLY Eli Lilly & Co. | 0.50% | 6,221 | $5.6M | Reduce -3.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 8,293 | $4.0M | Reduce -1.8% |
| DE Deere & Co. | 0.32% | 9,772 | $3.7M | Reduce -4.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.31% | 31,504 | $3.5M | Reduce -1.7% |
| VYM Vanguard High DVD Yield ETF | 0.28% | 26,608 | $3.2M | Add +26.1% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 14,670 | $2.7M | Reduce -5.3% |
| XOM Exxon Mobil Corp. | 0.20% | 19,590 | $2.3M | Add +1.5% |
| XSVN Bondbloxx BBG 7 YR US Treas | 0.19% | 46,418 | $2.2M | Reduce -61.4% |
| NVDA Nvidia Corp. | 0.19% | 17,253 | $2.1M | Add +15.3% |
| KO The Coca-Cola Co. | 0.18% | 31,701 | $2.0M | Add +0.2% |
| VGSH Vanguard Short-Term Treasury | 0.18% | 34,642 | $2.0M | Reduce -85.8% |
| WM Waste Management Inc. | 0.16% | 8,728 | $1.9M | Reduce -0.7% |
| JEPI JPMorgan Equity Premium Inco | 0.16% | 32,152 | $1.8M | Add +55.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 6,773 | $1.8M | Reduce -18.3% |
| ABBV Abbvie Inc. | 0.15% | 9,833 | $1.7M | Reduce -3.8% |
| HDV iShares Core High Dividend E | 0.15% | 15,201 | $1.7M | Add +42.0% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 28,211 | $1.7M | Add +819.2% |
| SPHY SS SPDR P High Yield ETF | 0.14% | 65,834 | $1.5M | Add +25.6% |
| GSLC Goldman Activebeta US LC ETF | 0.13% | 13,530 | $1.4M | Reduce -13.1% |
| SGOV iShares 0-3 Month Treasury B | 0.13% | 14,199 | $1.4M | Reduce -84.7% |
| PFF iShares Preferred & Income S | 0.13% | 45,305 | $1.4M | Add +27.9% |
| ORCL Oracle Corp. | 0.13% | 10,010 | $1.4M | Reduce -0.1% |
| VZ Verizon Communications Inc. | 0.12% | 33,502 | $1.4M | Reduce -10.2% |
| XYLD Global X S&P 500 Cove Call E | 0.12% | 33,980 | $1.4M | Add +85.0% |
| HD Home Depot Inc. | 0.12% | 3,784 | $1.3M | Add +1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 30,513 | $1.2M | Reduce -6.8% |
| UNH Unitedhealth Group Inc. | 0.09% | 2,020 | $1.0M | Reduce -15.4% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 7,969 | $1.0M | Reduce -7.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.09% | 11,807 | $991K | Reduce -9.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 18,910 | $948K | Add +26.4% |
| HON Honeywell International Inc. | 0.08% | 4,403 | $940K | Add +5.0% |
| WMT Walmart Inc. | 0.08% | 13,784 | $933K | Add +211.4% |
| MCD McDonald's Corp. | 0.08% | 3,575 | $911K | Add +2.5% |
| ED Consolidated Edison Inc. | 0.08% | 10,093 | $902K | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.08% | 5,462 | $901K | Reduce -16.7% |
| CMG Chipotle Mexican Grill Inc. | 0.08% | 13,900 | $871K | Add +3.0% |
| JNJ Johnson & Johnson | 0.08% | 5,923 | $866K | Reduce -8.0% |
| HUBS HubSpot Inc. | 0.08% | 1,453 | $857K | Reduce -2.6% |
| CAT Caterpillar Inc. | 0.07% | 2,530 | $843K | Reduce -0.3% |
| CVX Chevron Corp. | 0.07% | 5,359 | $838K | Add +14.7% |
| JPM JPMorgan Chase & Co. | 0.07% | 4,121 | $834K | Add +14.5% |
| MUB iShares National Muni Bond E | 0.07% | 7,811 | $832K | Reduce -5.8% |
| PEP Pepsico Inc. | 0.07% | 5,043 | $832K | Reduce -6.6% |
| GOOGL Alphabet Inc. Class A | 0.07% | 4,325 | $788K | Add +3.3% |
| AEP American Electric Power | 0.07% | 8,950 | $785K | Reduce -8.2% |
| T AT&T Inc. | 0.07% | 40,473 | $773K | Reduce -1.5% |
| COST Costco Wholesale Corp. | 0.07% | 879 | $747K | Add +34.0% |
| GOOG Alphabet Inc. Class C | 0.07% | 4,005 | $735K | Reduce -4.0% |
| DUK Duke Energy Corp. | 0.06% | 7,298 | $731K | Add +0.7% |
| PEG Public Service Enterprise GP | 0.06% | 9,820 | $724K | No change |
| ES Eversource Energy | 0.06% | 12,658 | $718K | Reduce -8.3% |
| LONZ PIMCO Senior Loan Active ETF | 0.06% | 13,903 | $711K | Add +64.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.06% | 8,057 | $710K | Add +1.4% |
| SCHM Schwab US Mid Cap ETF | 0.06% | 8,989 | $700K | Reduce -2.6% |
| CL Colgate-Palmolive Co. | 0.06% | 7,152 | $694K | Add +0.2% |
| AGG iShares Core U.S. Aggregate | 0.06% | 7,080 | $687K | Add +7.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 8,884 | $687K | Add +27.2% |
| IJR iShares Core S&P Small-Cap E | 0.06% | 6,252 | $667K | Add +8.1% |
| VLO Valero Energy Corp. | 0.06% | 4,074 | $639K | Reduce -14.9% |
| ADI Analog Devices Inc. | 0.05% | 2,677 | $611K | Reduce -2.0% |
| RTX RTX Corp. | 0.05% | 5,817 | $584K | Add +1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 1,047 | $579K | Add +0.9% |
| COF Capital One Financial Corp. | 0.05% | 4,160 | $576K | Add +0.6% |
| HACK Amplify Cybersecurity ETF | 0.05% | 8,778 | $568K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.05% | 2,836 | $553K | Add +11.5% |
| IWM iShares Russell 2000 ETF | 0.05% | 2,688 | $545K | Reduce -96.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 3,029 | $524K | Add +7.2% |
| GLD SPDR Gold Shares | 0.05% | 2,379 | $512K | Reduce -94.0% |
| SRLN SS Blackstone Sr Loan ETF | 0.04% | 11,692 | $489K | Reduce -21.1% |
| D Dominion Energy Inc. | 0.04% | 9,910 | $486K | Reduce -0.7% |
| AMD Advanced Micro Devices | 0.04% | 2,907 | $472K | Reduce -7.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 2,153 | $469K | Reduce -11.6% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $4K (not counted above)
Total filed on the 13F, all lines: $1.1B.
Portfolio Sells Q1 2024 → Q2 2024
| IEF iShares 7-10 Year Treasury B | Reduce -22.2% | 8.08% | −3.64 |
| GOVT iShares US Treasury Bond ETF | Reduce -79.8% | 0.59% | −2.70 |
| IWM iShares Russell 2000 ETF | Reduce -96.8% | 0.05% | −1.61 |
| VGSH Vanguard Short-Term Treasury | Reduce -85.8% | 0.18% | −1.21 |
| SGOV iShares 0-3 Month Treasury B | Reduce -84.7% | 0.13% | −0.77 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -15.4% | 5.52% | −0.73 |
| GLD SPDR Gold Shares | Reduce -94.0% | 0.05% | −0.70 |
| VHT Vanguard Health Care ETF | Reduce -11.1% | 3.85% | −0.63 |
| XLY SS Consumer Disc Select Sect | Reduce -7.5% | 2.94% | −0.48 |
| XLF SS Financial Select Sector | Reduce -9.2% | 3.66% | −0.39 |
| XSVN Bondbloxx BBG 7 YR US Treas | Reduce -61.4% | 0.19% | −0.37 |
| UPS United Parcel Service Class B | Reduce -7.8% | 0.96% | −0.35 |
| VXF Vanguard Extended Market ETF | Reduce -5.8% | 2.39% | −0.32 |
| XLI SS Industrial Select Sector | Reduce -7.8% | 2.36% | −0.27 |
| XLP SS Consumer Staples Sel Sect | Reduce -9.2% | 1.76% | −0.24 |
| XLRE SS Real Estate Select Sector | Reduce -6.5% | 0.63% | −0.14 |
| AAPL Apple Inc. | Reduce -6.2% | 1.67% | −0.12 |
| VOX Vanguard Communication Servi | Reduce -9.9% | 2.71% | −0.10 |
| XLB SS Materials Select Sector | Reduce -7.3% | 0.61% | −0.09 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -8.5% | 0.69% | −0.08 |
| DE Deere & Co. | Reduce -4.5% | 0.32% | −0.07 |
| XLE SS Energy Select Sector | Reduce -3.9% | 1.34% | −0.07 |
| ETF MANAGERS TR | Sold out | 0.00% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Reduce -82.9% | 0.01% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -8.0% | 1.03% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -15.4% | 0.09% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -18.3% | 0.16% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -74.8% | 0.01% | −0.03 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.03 |
| VGIT Vanguard Intermediate-Term T | Reduce -41.1% | 0.03% | −0.03 |
| VTIP Vanguard Short-Term Tips | Reduce -48.3% | 0.02% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -88.7% | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Reduce -14.0% | 0.03% | −0.02 |
| JNJ Johnson & Johnson | Reduce -8.0% | 0.08% | −0.02 |
| ES Eversource Energy | Reduce -8.3% | 0.06% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.3% | 0.24% | −0.02 |
| HR Healthcare Realty Trust Inc. | Reduce -24.3% | 0.04% | −0.02 |
| TSLA Tesla Inc. | Reduce -26.5% | 0.02% | −0.02 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -21.1% | 0.04% | −0.02 |
| MSEX Middlesex Water Co. | Reduce -26.2% | 0.02% | −0.02 |
| BA The Boeing Co. | Reduce -45.1% | 0.01% | −0.02 |
| PEP Pepsico Inc. | Reduce -6.6% | 0.07% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -7.5% | 0.09% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -37.9% | 0.02% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -40.3% | 0.02% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -10.2% | 0.12% | −0.01 |
| INTC Intel Corp. | Reduce -4.5% | 0.02% | −0.01 |
| DGRO iShares Core Dividend Growth | Reduce -41.9% | 0.02% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -13.1% | 0.13% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -5.8% | 0.07% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| BND Vanguard Total Bond Market | Add +151.0% | 12.03% | +6.66 |
| IVV iShares Core S&P 500 ETF | Add +133.5% | 9.20% | +5.43 |
| SPGP Invesco S&P 500 Garp ETF | New | 2.05% | +2.05 |
| SCHK Schwab 1000 Index ETF | Add +1.8% | 5.87% | +0.30 |
| IEI iShares 3-7 Year Treasury Bo | Add +17.1% | 3.39% | +0.17 |
| NVDA Nvidia Corp. | Add +15.3% | 0.19% | +0.12 |
| MSFT Microsoft Corp. | Add +2.8% | 1.06% | +0.11 |
| AMZN Amazon.com Inc. | Add +5.1% | 0.57% | +0.10 |
| IJH iShares Core S&P Midcap ETF | Add +819.2% | 0.15% | +0.06 |
| XYLD Global X S&P 500 Cove Call E | Add +85.0% | 0.12% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +55.9% | 0.16% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +26.1% | 0.28% | +0.05 |
| HACK Amplify Cybersecurity ETF | New | 0.05% | +0.05 |
| HDV iShares Core High Dividend E | Add +42.0% | 0.15% | +0.04 |
| SCHP Schwab U.S. Tips ETF | New | 0.04% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 0.67% | +0.03 |
| AMLP Alerian MLP ETF | Add +718.6% | 0.03% | +0.02 |
| COST Costco Wholesale Corp. | Add +34.0% | 0.07% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +2228.0% | 0.02% | +0.02 |
| LONZ PIMCO Senior Loan Active ETF | Add +64.3% | 0.06% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +1157.9% | 0.02% | +0.02 |
| PFF iShares Preferred & Income S | Add +27.9% | 0.13% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Add +3.0% | 0.08% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +714.9% | 0.02% | +0.02 |
| SPHY SS SPDR P High Yield ETF | Add +25.6% | 0.14% | +0.02 |
| META Meta Platforms Inc. Class A | Add +76.5% | 0.03% | +0.02 |
| WMT Walmart Inc. | Add +211.4% | 0.08% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +14.5% | 0.07% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.01% | +0.01 |
| AVGO Broadcom Inc. | Add +23.9% | 0.03% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.01% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +3.3% | 0.07% | +0.01 |
| AIQ Global X Art Intel & Tech | Add +54.5% | 0.03% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.5% | 0.20% | +0.01 |
| NYF iShares New York Muni Bond E | Add +226.1% | 0.02% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.01% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Add +11.5% | 0.05% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +26.4% | 0.08% | +0.01 |
| NFLX Netflix Inc. | Add +6.9% | 0.04% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +27.2% | 0.06% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +411.1% | 0.01% | +0.01 |
| BLK BlackRock Finance Inc. | Add +44.1% | 0.04% | +0.01 |
| OXY Occidental Petroleum Corp. | Add +103.7% | 0.01% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | New | 0.01% | +0.01 |
| EOG EOG Resources Inc. | New | 0.01% | +0.01 |
| GE General Electric | Add +11.7% | 0.03% | +0.01 |
| CVX Chevron Corp. | Add +14.7% | 0.07% | +0.01 |
| FANG Diamondback Energy Inc. | Add +23.1% | 0.02% | +0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +474.4% | 0.01% | +0.01 |
| CL Colgate-Palmolive Co. | Add +0.2% | 0.06% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 979 | $1.6B | SCHK, IVV, VGT, SCHP, IEI |
| Q1 2026 | 952 | $1.5B | IVV, IEI, VBIL, SCHP, VGT |
| Q4 2025 | 948 | $1.5B | IVV, IEI, VGT, BND, SCHK |
| Q3 2025 | 935 | $1.4B | IVV, IEI, VGT, VBIL, BND |
| Q2 2025 | 922 | $1.3B | IVV, IEI, VGT, VBIL, BND |
| Q1 2025 | 839 | $1.3B | IVV, BND, IEF, VGT, SCHK |
| Q4 2024 | 839 | $1.3B | IVV, BND, IEF, VGT, SCHK |
| Q3 2024 | 781 | $1.2B | BND, IVV, VGT, SCHK, SPYM |
| Q2 2024 | 788 | $1.1B | BND, VGT, IVV, IEF, SCHK |
| Q1 2024 | 767 | $1.0B | IEF, VGT, SPYM, SCHK, BND |