ARMSTRONG ADVISORY GROUP, INC

All 13F Filings

Location
Needham, MA
Most recent 13F
Q4 2025
Holdings value ($000)
1,479,692
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/8/2026 953 1,479,692 13F-HR ARMSTRONG ADVISORY GROUP, INC
Q3 2025 10/8/2025 940 1,417,867 13F-HR ARMSTRONG ADVISORY GROUP, INC
Q2 2025 7/14/2025 926 1,320,718 13F-HR ARMSTRONG ADVISORY GROUP, INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 883.3 K 59.7% 41.56 K 0 41.56 K
ETFs 596 K 40.3% 20.12 K 0 20.12 K
Debt 61 0.0% 0 43 -43
Other 65 0.0% 0 2 -2
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Fund Snapshot

Q4 2025
Latest filed
1/8/2026
Total value ($000)
1,479,692
Holdings
953
QoQ value change ($000)
61,825 (4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.