ARMSTRONG ADVISORY GROUP, INC

Q3 2025 13F-HR Holdings

Location
Needham, MA
Holdings as of
9/30/2025
Date filed
10/8/2025
Form type
13F-HR
Num holdings
940
Total value ($000)
$1,417,867
Net value change ($000)
+97,149 (7.4%)
New positions
68
Sold out positions
55
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHP 16,497 6706.1%
IVV 15,270 10.9%
VGT 12,959 13.2%
ROBO 10,232 NEW
GLD 8,702 19.3%
URA 6,244 NEW
XAR 5,490 4575.0%
SCHK 5,402 7.4%
AAPL 3,926 23.3%
XLY 3,293 9.9%
Top Reduces (Value $000, Stocks/ETFs)
VGSH -18,771 -37.2%
IEF -16,331 -87.2%
UPS -1,538 -27.9%
CPRT -718 -10.5%
XLP -672 -3.8%
DE -451 -9.8%
CMG -313 -39.7%
CRWV -194 -62.0%
AMLP -192 -27.0%
KO -151 -6.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type