Armstrong Advisory Group, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Armstrong Advisory Group, Inc. reported 839 stock positions worth $1.3 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.2% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.3%) and iShares 7-10 Year Treasury B (IEF, 8.4%). Its holdings were unchanged from Q4 2024.

Most Recent 13F
Q2 2026
Location
NEEDHAM, MA
CIK
0001932952
Portfolio Value
$1.3B (Q1 2025)
SEC Filing
0001932952-25-000003 ↗ filed Apr 10, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $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 $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 839 stocks · $1.3B
IVV iShares Core S&P 500 ETF 12.19% 259,279 $152.6M No change
BND Vanguard Total Bond Market 10.26% 1,787,164 $128.5M No change
IEF iShares 7-10 Year Treasury B 8.44% 1,143,157 $105.7M No change
VGT Vanguard Info Tech ETF 8.42% 169,701 $105.5M No change
SCHK Schwab 1000 Index ETF 5.95% 2,633,266 $74.5M No change
SPYM Ste STR SPDR PT S&P 500 ETF 5.50% 998,848 $68.9M No change
IEI iShares 3-7 Year Treasury Bo 3.60% 390,284 $45.1M No change
XLF SS Financial Select Sector 3.17% 822,285 $39.7M No change
XLY SS Consumer Disc Select Sect 2.70% 150,690 $33.8M No change
VHT Vanguard Health Care ETF 2.69% 132,711 $33.7M No change
VOX Vanguard Communication Servi 2.33% 188,675 $29.2M No change
TLT iShares 20+ Year Treasury BD 2.30% 330,450 $28.9M No change
SPGP Invesco S&P 500 Garp ETF 2.18% 259,817 $27.2M No change
XLI SS Industrial Select Sector 1.77% 168,120 $22.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.71% 36,595 $21.4M No change
AAPL Apple Inc. 1.67% 83,735 $21.0M No change
SGOV iShares 0-3 Month Treasury B 1.63% 202,987 $20.4M No change
XLP SS Consumer Staples Sel Sect 1.35% 215,666 $17.0M No change
BILS SS Spdrb B 3-12M T-Bill ETF 1.32% 167,345 $16.6M No change
VOO Vanguard S&P 500 ETF 0.99% 23,010 $12.4M No change
MSFT Microsoft Corp. 0.93% 27,506 $11.6M No change
XLE SS Energy Select Sector 0.89% 129,797 $11.1M No change
RSP Invesco S&P 500 Equal Weight 0.81% 57,938 $10.2M No change
BRK.B Berkshire Hathaway Inc. Class B 0.80% 22,156 $10.0M No change
UPS United Parcel Service Class B 0.69% 68,171 $8.6M No change
CPRT Copart Inc. 0.65% 142,368 $8.2M No change
AMZN Amazon.com Inc. 0.64% 36,446 $8.0M No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.62% 103,110 $7.8M No change
GOVT iShares US Treasury Bond ETF 0.50% 272,195 $6.3M No change
XLRE SS Real Estate Select Sector 0.49% 151,627 $6.2M No change
XLB SS Materials Select Sector 0.41% 61,124 $5.1M No change
VXF Vanguard Extended Market ETF 0.39% 25,387 $4.8M No change
LLY Eli Lilly & Co. 0.37% 5,992 $4.6M No change
QQQ Invesco QQQ Trust Series 1 0.36% 8,841 $4.5M No change
DE Deere & Co. 0.32% 9,450 $4.0M No change
VYM Vanguard High DVD Yield ETF 0.32% 31,190 $4.0M No change
NVDA Nvidia Corp. 0.31% 28,846 $3.9M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.31% 32,023 $3.9M No change
VIG Vanguard Dividend Apprec ETF 0.23% 14,970 $2.9M No change
JEPI JPMorgan Equity Premium Inco 0.17% 36,254 $2.1M No change
HDV iShares Core High Dividend E 0.17% 18,527 $2.1M No change
XOM Exxon Mobil Corp. 0.16% 18,660 $2.0M No change
VTI VG Morningstar TS MKT ETF-US 0.16% 6,797 $2.0M No change
KO The Coca-Cola Co. 0.15% 31,192 $1.9M No change
ORCL Oracle Corp. 0.15% 11,253 $1.9M No change
IJH iShares Core S&P Midcap ETF 0.14% 28,492 $1.8M No change
SPHY SS SPDR P High Yield ETF 0.14% 75,515 $1.8M No change
WM Waste Management Inc. 0.14% 8,748 $1.8M No change
ABBV Abbvie Inc. 0.14% 9,842 $1.7M No change
PFF iShares Preferred & Income S 0.13% 52,975 $1.7M No change
XYLD Global X S&P 500 Cove Call E 0.12% 37,240 $1.6M No change
HD Home Depot Inc. 0.12% 3,916 $1.5M No change
GSLC Goldman Activebeta US LC ETF 0.12% 12,958 $1.5M No change
VZ Verizon Communications Inc. 0.11% 33,231 $1.3M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 28,278 $1.2M No change
WMT Walmart Inc. 0.10% 13,516 $1.2M No change
VTEB Vanguard Tax-Exempt Bond ETF 0.10% 24,226 $1.2M No change
VGSH Vanguard Short-Term Treasury 0.09% 20,093 $1.2M No change
JPM JPMorgan Chase & Co. 0.09% 4,644 $1.1M No change
USMV iShares MSCI USA Min Vol Fac 0.08% 11,807 $1.0M No change
UNH Unitedhealth Group Inc. 0.08% 2,060 $1.0M No change
MCD McDonald's Corp. 0.08% 3,437 $996K No change
SDY SS SPDR S&P Dividend ETF 0.08% 7,480 $988K No change
LONZ PIMCO Senior Loan Active ETF 0.08% 19,000 $971K No change
HON Honeywell International Inc. 0.08% 4,266 $964K No change
COST Costco Wholesale Corp. 0.08% 1,033 $947K No change
XSVN Bondbloxx BBG 7 YR US Treas 0.08% 20,396 $944K No change
GOOGL Alphabet Inc. Class A 0.08% 4,984 $943K No change
T AT&T Inc. 0.07% 40,182 $915K No change
PG The Procter & Gamble Co. 0.07% 5,408 $907K No change
GOOG Alphabet Inc. Class C 0.07% 4,697 $895K No change
CAT Caterpillar Inc. 0.07% 2,436 $884K No change
ED Consolidated Edison Inc. 0.07% 9,806 $875K No change
VCSH Vanguard S/T Corp. Bond ETF 0.07% 10,990 $857K No change
JNJ Johnson & Johnson 0.07% 5,876 $850K No change
CMG Chipotle Mexican Grill Inc. 0.07% 13,900 $838K No change
PEG Public Service Enterprise GP 0.07% 9,820 $830K No change
AGG iShares Core U.S. Aggregate 0.07% 8,537 $827K No change
MUB iShares National Muni Bond E 0.06% 7,604 $810K No change
AEP American Electric Power 0.06% 8,738 $806K No change
GLD SPDR Gold Shares 0.06% 3,251 $787K No change
PEP Pepsico Inc. 0.06% 5,019 $763K No change
CVX Chevron Corp. 0.06% 5,149 $746K No change
V Visa Inc. Class A 0.06% 2,342 $740K No change
IJK iShares S&P Mid-Cap 400 Grow 0.06% 8,075 $734K No change
SCHM Schwab US Mid Cap ETF 0.06% 26,442 $733K No change
SHV iShares 0-1 Year Treasury Bo 0.06% 6,611 $728K No change
HUBS HubSpot Inc. 0.06% 1,041 $725K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.06% 1,751 $719K No change
COF Capital One Financial Corp. 0.06% 3,977 $709K No change
IJR iShares Core S&P Small-Cap E 0.06% 6,062 $699K No change
ES Eversource Energy 0.06% 12,087 $694K No change
DUK Duke Energy Corp. 0.06% 6,398 $689K No change
RTX RTX Corp. 0.05% 5,711 $661K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 2,997 $659K No change
HACK Amplify Cybersecurity ETF 0.05% 8,782 $654K No change
CL Colgate-Palmolive Co. 0.05% 7,089 $644K No change
MTUM iShares MSCI USA Momentum Fa 0.05% 3,058 $633K No change
AMLP Alerian MLP ETF 0.05% 12,804 $617K No change
GE General Electric filed as GE AEROSPACE 0.05% 3,654 $609K No change

Show all 839 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 86$2KNo change
Lines left out (2) · $73 — a value with no share or principal amount
SecurityClassSharesValue
WH Wyndham Hotels & Resorts Inc. COM0$49
TNL Travel + Leisure Co. COM0$24

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $1.3B.

Portfolio Sells Q4 2024 → Q1 2025
None this quarter.

Portfolio Buys Q4 2024 → Q1 2025
None this quarter.

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