ARMSTRONG ADVISORY GROUP, INC

Q4 2025 13F-HR Holdings

Location
Needham, MA
Holdings as of
12/31/2025
Date filed
1/8/2026
Form type
13F-HR
Num holdings
953
Total value ($000)
$1,479,692
Net value change ($000)
+61,825 (4.4%)
New positions
51
Sold out positions
38
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IEF 65,598 2745.8%
SPYM 44,435 1286.5%
IVV 8,600 5.6%
SCHK 4,836 6.2%
IEI 3,527 3.1%
BND 3,069 3.4%
VHT 2,761 8.4%
EMXC 2,559 8.4%
TLTW 2,145 NEW
LLY 2,113 31.6%
Top Reduces (Value $000, Stocks/ETFs)
GLD -50,417 -93.7%
VBIL -46,709 -48.2%
URA -5,962 -95.5%
SPHY -983 -50.5%
CPRT -865 -14.2%
MSFT -796 -5.6%
ORCL -778 -25.6%
SPY -374 -1.5%
LAWIL -252 -100.0%
VXF -215 -5.6%
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