Managers / Q3 2023 · view latest →
ARMSTRONG ADVISORY GROUP, INC
CIK 0001932952 · 144 GOULD ST, 210, NEEDHAM, MA, 02494 · 7814330001
Reported Value
$916M
Q3 2023
Positions
836
Filings on Record
14
2019–present window
Filed
Oct 11, 2023
original filing
Summary
Armstrong Advisory Group, Inc reported $916M in U.S.-listed holdings across 836 positions for Q3 2023.
Its largest position, IEF, represents 15.7% of the portfolio.
Compared with Q2 2023, the fund opened 83 new positions and exited 47.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 85.9% · $787M
- Common Stock · 13.6% · $124M
- REIT · 0.2% · $2M
- ADR · 0.1% · $1M
- Other · 0.1% · $988,199
- Other · 0.1% · $885,308
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.5B | 959 | Apr 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.5B | 954 | Jan 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.4B | 941 | Oct 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 927 | Jul 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.3B | 843 | Apr 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.3B | 843 | Jan 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.2B | 785 | Oct 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.1B | 791 | Jul 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.0B | 769 | Apr 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.0B | 769 | Jan 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $916M | 836 | Oct 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $942M | 800 | Jul 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $847M | 782 | Apr 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $759.8B | 810 | Jan 17, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.