$169 Million is the total value of Armor Investment Advisors, LLC's 154 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 15.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $8,393,013 | +81.4% | 156,703 | +87.4% | 4.98% | +77.6% |
FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $7,904,963 | -7.6% | 64,305 | -1.8% | 4.69% | -9.6% |
DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $7,558,332 | +2.5% | 143,996 | +7.0% | 4.48% | +0.3% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $6,771,691 | +25.6% | 199,402 | +31.8% | 4.02% | +22.9% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $6,643,152 | +2.5% | 26,642 | +7.5% | 3.94% | +0.3% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $6,621,911 | -2.8% | 64,091 | -0.2% | 3.93% | -4.8% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $5,017,771 | +4.2% | 70,913 | +6.9% | 2.98% | +2.0% |
IVV | Buy | ISHARES TRcore s&p500 etf | $5,004,217 | +6.9% | 11,653 | +10.9% | 2.97% | +4.6% |
FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $4,795,558 | -2.5% | 79,161 | +1.6% | 2.84% | -4.5% |
Sell | CAPITAL GROUP GROWTH ETF | $4,646,398 | -3.7% | 189,649 | -0.9% | 2.76% | -5.8% | |
Buy | J P MORGAN EXCHANGE TRADED F | $4,312,463 | -1.3% | 97,128 | +0.5% | 2.56% | -3.4% | |
Buy | PGIM ETF TRtotal return bon | $4,185,842 | -2.6% | 105,344 | +1.4% | 2.48% | -4.6% | |
VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,885,755 | -2.9% | 15,742 | 0.0% | 2.30% | -4.9% | |
LOW | Buy | LOWES COS INC | $3,524,551 | -4.6% | 16,958 | +3.6% | 2.09% | -6.7% |
DLR | Buy | DIGITAL RLTY TR INC | $3,287,029 | +7.1% | 27,161 | +0.7% | 1.95% | +4.8% |
PULS | Buy | PGIM ETF TRpgim ultra sh bd | $3,042,051 | +53.3% | 61,468 | +53.0% | 1.80% | +50.1% |
V | Buy | VISA INC | $2,857,736 | -0.3% | 12,424 | +3.0% | 1.70% | -2.4% |
FB | Sell | META PLATFORMS INCcl a | $2,743,919 | +4.5% | 9,140 | -0.1% | 1.63% | +2.3% |
Sell | T ROWE PRICE ETF INCultra shrt trm | $2,634,560 | -17.6% | 53,893 | -17.9% | 1.56% | -19.4% | |
DUK | Buy | DUKE ENERGY CORP NEW | $2,588,979 | +2.6% | 29,334 | +4.3% | 1.54% | +0.4% |
SVC | Buy | SERVICE PPTYS TR | $2,440,509 | -7.7% | 317,361 | +4.3% | 1.45% | -9.7% |
SO | Buy | SOUTHERN CO | $2,305,499 | -4.2% | 35,623 | +4.0% | 1.37% | -6.2% |
JPM | Buy | JPMORGAN CHASE & CO | $2,166,889 | +2.6% | 14,942 | +2.9% | 1.28% | +0.5% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $2,013,625 | +1.1% | 84,111 | +4.0% | 1.19% | -1.1% |
SOXX | Buy | ISHARES TRishares semicdtr | $1,991,277 | -5.0% | 4,204 | +1.7% | 1.18% | -7.0% |
DE | Sell | DEERE & CO | $1,958,701 | -6.9% | 5,190 | -0.1% | 1.16% | -8.9% |
Buy | ADVISORS INNER CIRCLE FD IIIstrategas macro | $1,953,679 | +0.5% | 87,117 | +4.6% | 1.16% | -1.5% | |
XOM | Buy | EXXON MOBIL CORP | $1,945,099 | +11.0% | 16,543 | +1.3% | 1.15% | +8.7% |
IHI | Buy | ISHARES TRu.s. med dvc etf | $1,798,560 | -13.5% | 37,084 | +0.7% | 1.07% | -15.3% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,756,777 | -3.2% | 54,205 | +11.0% | 1.04% | -5.3% |
MUB | Buy | ISHARES TRnational mun etf | $1,699,703 | +51.5% | 16,576 | +57.7% | 1.01% | +48.2% |
IGSB | Buy | ISHARES TR | $1,624,757 | +4.5% | 32,606 | +5.2% | 0.96% | +2.3% |
WMT | Buy | WALMART INC | $1,610,197 | +5.2% | 10,068 | +3.4% | 0.96% | +3.0% |
PG | Buy | PROCTER AND GAMBLE CO | $1,581,941 | +0.5% | 10,846 | +4.6% | 0.94% | -1.7% |
BDX | Buy | BECTON DICKINSON & CO | $1,580,911 | +1.3% | 6,115 | +3.4% | 0.94% | -0.8% |
ACN | Buy | ACCENTURE PLC IRELAND | $1,526,644 | +1.3% | 4,971 | +1.7% | 0.90% | -0.9% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,517,336 | -4.1% | 9,256 | +1.7% | 0.90% | -6.2% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,512,986 | -2.9% | 22,355 | +1.9% | 0.90% | -5.0% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,500,357 | -11.4% | 36,223 | -6.3% | 0.89% | -13.2% |
PSX | Buy | PHILLIPS 66 | $1,342,094 | +31.9% | 11,170 | +4.7% | 0.80% | +29.2% |
Buy | HEALTHCARE RLTY TR | $1,290,325 | -12.5% | 84,501 | +8.1% | 0.76% | -14.3% | |
LLY | Buy | ELI LILLY & CO | $1,209,080 | +14.8% | 2,251 | +0.2% | 0.72% | +12.4% |
FDX | Sell | FEDEX CORP | $1,202,816 | +5.8% | 4,540 | -1.0% | 0.71% | +3.5% |
FIDU | Buy | FIDELITY COVINGTON TRUSTmsci indl indx | $1,087,342 | -2.8% | 20,091 | +2.1% | 0.64% | -4.9% |
JNJ | Buy | JOHNSON & JOHNSON | $1,043,214 | +0.3% | 6,698 | +6.6% | 0.62% | -1.7% |
FIF | Buy | FIRST TR ENERGY INFRASTRCTR | $1,028,708 | +7.0% | 67,946 | +3.9% | 0.61% | +4.8% |
BNL | New | BROADSTONE NET LEASE INC | $962,991 | – | 67,342 | +100.0% | 0.57% | – |
SPY | SPDR S&P 500 ETF TRtr unit | $959,212 | -3.6% | 2,244 | 0.0% | 0.57% | -5.6% | |
AAPL | Buy | APPLE INC | $933,175 | +47.9% | 5,450 | +67.6% | 0.55% | +44.8% |
AON | Buy | AON PLC | $903,877 | -5.7% | 2,788 | +0.4% | 0.54% | -7.7% |
LIT | Buy | GLOBAL X FDSlithium btry etf | $869,865 | -7.8% | 15,767 | +8.6% | 0.52% | -9.8% |
SYY | Buy | SYSCO CORP | $836,330 | -4.3% | 12,662 | +7.6% | 0.50% | -6.2% |
NVS | Buy | NOVARTIS AGsponsored adr | $793,286 | +3.1% | 7,788 | +2.2% | 0.47% | +0.9% |
XYLD | Buy | GLOBAL X FDSs&p 500 covered | $785,500 | +3.0% | 20,198 | +8.7% | 0.47% | +0.9% |
PGR | Buy | PROGRESSIVE CORP | $757,235 | +5.3% | 5,436 | +0.1% | 0.45% | +3.0% |
HYDB | Buy | ISHARES TRhigh yld bd fctr | $738,857 | +0.5% | 16,818 | +2.2% | 0.44% | -1.6% |
D | Sell | DOMINION ENERGY INC | $712,218 | -18.4% | 15,944 | -5.4% | 0.42% | -20.2% |
IWR | Buy | ISHARES TRrus mid cap etf | $705,381 | -1.3% | 10,186 | +4.1% | 0.42% | -3.5% |
BA | Buy | BOEING CO | $627,752 | -5.2% | 3,275 | +4.5% | 0.37% | -7.2% |
IRM | Buy | IRON MTN INC DEL | $620,242 | +9.2% | 10,433 | +4.4% | 0.37% | +7.0% |
IYH | ISHARES TRus hlthcare etf | $619,000 | -3.6% | 2,292 | 0.0% | 0.37% | -5.7% | |
SUB | Buy | ISHARES TRshrt nat mun etf | $605,948 | +8.6% | 5,891 | +9.8% | 0.36% | +6.2% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $594,598 | +805.3% | 2,799 | +839.3% | 0.35% | +782.5% |
DVY | Sell | ISHARES TRselect divid etf | $575,329 | -8.8% | 5,345 | -4.0% | 0.34% | -10.7% |
NEE | Buy | NEXTERA ENERGY INC | $570,265 | -20.8% | 9,954 | +2.6% | 0.34% | -22.5% |
PEAK | Buy | HEALTHPEAK PROPERTIES INC | $534,425 | -5.0% | 29,108 | +4.0% | 0.32% | -7.0% |
NVDA | Buy | NVIDIA CORPORATION | $510,243 | +4.2% | 1,173 | +1.3% | 0.30% | +2.0% |
T | Buy | AT&T INC | $491,038 | +2.9% | 32,692 | +9.3% | 0.29% | +0.7% |
IEFA | New | ISHARES TRcore msci eafe | $480,663 | – | 7,470 | +100.0% | 0.28% | – |
ASML | ASML HOLDING N V | $479,169 | -18.8% | 814 | 0.0% | 0.28% | -20.4% | |
MSFT | Buy | MICROSOFT CORP | $468,510 | -6.1% | 1,484 | +1.3% | 0.28% | -7.9% |
BSX | BOSTON SCIENTIFIC CORP | $449,434 | -2.4% | 8,512 | 0.0% | 0.27% | -4.3% | |
BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $436,643 | -7.3% | 34,490 | -2.1% | 0.26% | -9.1% |
KMI | Buy | KINDER MORGAN INC DEL | $424,183 | +17.7% | 25,584 | +22.2% | 0.25% | +15.6% |
VOO | VANGUARD INDEX FDS | $423,037 | -3.6% | 1,077 | 0.0% | 0.25% | -5.6% | |
IWO | ISHARES TRrus 2000 grw etf | $418,712 | -7.6% | 1,868 | 0.0% | 0.25% | -9.8% | |
AMZN | Buy | AMAZON COM INC | $394,528 | +39.2% | 3,104 | +42.8% | 0.23% | +36.0% |
XVV | Sell | ISHARES TResg scrnd s&p500 | $363,907 | -8.2% | 11,222 | -4.3% | 0.22% | -10.0% |
CSCO | Buy | CISCO SYS INC | $359,923 | +4.3% | 6,695 | +0.4% | 0.21% | +1.9% |
PFL | Buy | PIMCO INCOME STRATEGY FD | $357,092 | +8.7% | 46,557 | +16.1% | 0.21% | +6.5% |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $332,948 | -3.4% | 6,580 | 0.0% | 0.20% | -5.7% | |
COP | Sell | CONOCOPHILLIPS | $324,850 | +11.6% | 2,712 | -3.5% | 0.19% | +9.7% |
RY | Sell | ROYAL BK CDA | $322,007 | -10.3% | 3,683 | -2.0% | 0.19% | -12.4% |
UTG | Buy | REAVES UTIL INCOME FD | $318,429 | -5.9% | 12,918 | +4.7% | 0.19% | -7.8% |
VLO | Buy | VALERO ENERGY CORP | $314,029 | +21.1% | 2,216 | +0.2% | 0.19% | +18.5% |
IWP | ISHARES TRrus md cp gr etf | $305,748 | -5.5% | 3,347 | 0.0% | 0.18% | -7.7% | |
QS | Buy | QUANTUMSCAPE CORP | $299,311 | -7.4% | 44,740 | +10.6% | 0.18% | -9.7% |
SUSB | ISHARES TResg awre 1 5 yr | $267,603 | -0.6% | 11,258 | 0.0% | 0.16% | -2.5% | |
CMCSA | Buy | COMCAST CORP NEWcl a | $268,523 | +7.3% | 6,056 | +0.6% | 0.16% | +4.6% |
INTC | Sell | INTEL CORP | $267,395 | +4.1% | 7,522 | -2.1% | 0.16% | +1.9% |
IWM | Buy | ISHARES TRrussell 2000 etf | $266,673 | +57.3% | 1,509 | +66.7% | 0.16% | +53.4% |
SYK | Buy | STRYKER CORPORATION | $247,856 | +1.0% | 907 | +12.8% | 0.15% | -1.3% |
DVN | Buy | DEVON ENERGY CORP NEW | $244,940 | +0.8% | 5,135 | +2.2% | 0.14% | -1.4% |
WELL | Buy | WELLTOWER INC | $225,526 | +9.3% | 2,753 | +8.0% | 0.13% | +7.2% |
HD | Buy | HOME DEPOT INC | $226,016 | -1.9% | 748 | +0.8% | 0.13% | -4.3% |
OHI | New | OMEGA HEALTHCARE INVS INC | $221,708 | – | 6,686 | +100.0% | 0.13% | – |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $219,514 | -4.0% | 12,367 | +5.6% | 0.13% | -6.5% |
COST | New | COSTCO WHSL CORP NEW | $216,945 | – | 384 | +100.0% | 0.13% | – |
AAAU | GOLDMAN SACHS PHYSICAL GOLDunit | $206,354 | -3.8% | 11,270 | 0.0% | 0.12% | -6.2% | |
GOOG | ALPHABET INCcap stk cl c | $206,049 | +9.0% | 1,563 | 0.0% | 0.12% | +6.1% | |
SGOV | New | ISHARES TR0-3 mnth treasry | $200,736 | – | 1,994 | +100.0% | 0.12% | – |
VGT | VANGUARD WORLD FDSinf tech etf | $197,078 | -6.2% | 475 | 0.0% | 0.12% | -7.9% | |
EFA | ISHARES TRmsci eafe etf | $188,099 | -4.9% | 2,729 | 0.0% | 0.11% | -6.7% | |
GRNB | Sell | VANECK ETF TRUSTgreen bond etf | $188,091 | -16.6% | 8,297 | -14.3% | 0.11% | -18.2% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $183,685 | -3.5% | 3,685 | +0.1% | 0.11% | -5.2% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $169,237 | -13.8% | 1,690 | -14.2% | 0.10% | -16.0% |
VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $155,816 | – | 800 | +100.0% | 0.09% | – |
NEA | New | NUVEEN AMT FREE QLTY MUN INC | $150,669 | – | 15,565 | +100.0% | 0.09% | – |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $125,217 | +29.7% | 1,655 | +43.3% | 0.07% | +27.6% |
VHT | VANGUARD WORLD FDShealth car etf | $122,487 | -4.0% | 521 | 0.0% | 0.07% | -5.2% | |
XJH | Sell | ISHARES TResg scrd s&p mid | $117,698 | -10.1% | 3,475 | -5.4% | 0.07% | -11.4% |
TIP | Buy | ISHARES TRtips bd etf | $94,385 | +250.8% | 910 | +264.0% | 0.06% | +250.0% |
XJR | Sell | ISHARES TResg scrnd s&p sm | $92,009 | -11.9% | 2,783 | -6.7% | 0.06% | -12.7% |
ETJ | EATON VANCE RISK-MANAGED DIV | $87,936 | -6.6% | 11,450 | 0.0% | 0.05% | -8.8% | |
IJR | Sell | ISHARES TRcore s&p scp etf | $87,295 | -6.9% | 925 | -1.7% | 0.05% | -8.8% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $86,216 | +674.1% | 456 | +714.3% | 0.05% | +628.6% |
GDX | New | VANECK ETF TRUSTgold miners etf | $84,309 | – | 3,133 | +100.0% | 0.05% | – |
HYS | Sell | PIMCO ETF TR0-5 high yield | $80,638 | -4.2% | 893 | -3.3% | 0.05% | -5.9% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $80,650 | +80.9% | 1,094 | +84.2% | 0.05% | +77.8% |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $79,265 | -3.0% | 1,090 | 0.0% | 0.05% | -4.1% | |
EOD | New | ALLSPRING GLOBAL DIVIDEND OP | $68,599 | – | 17,022 | +100.0% | 0.04% | – |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $64,825 | -5.4% | 495 | 0.0% | 0.04% | -7.3% | |
ICLN | Sell | ISHARES TRgl clean ene etf | $62,588 | -25.7% | 4,281 | -6.5% | 0.04% | -27.5% |
IYR | Sell | ISHARES TRu.s. real es etf | $52,198 | -21.3% | 668 | -12.8% | 0.03% | -22.5% |
EEM | ISHARES TRmsci emg mkt etf | $49,335 | -4.1% | 1,300 | 0.0% | 0.03% | -6.5% | |
QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $47,291 | -98.8% | 2,820 | -98.7% | 0.03% | -98.8% |
AIA | Sell | ISHARES TRasia 50 etf | $42,918 | -7.3% | 774 | -0.4% | 0.02% | -10.7% |
SCHV | SCHWAB STRATEGIC TRus lcap va etf | $41,061 | -3.9% | 637 | 0.0% | 0.02% | -7.7% | |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $35,300 | -7.2% | 513 | 0.0% | 0.02% | -8.7% | |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $34,933 | -5.2% | 217 | 0.0% | 0.02% | -4.5% | |
GOOGL | Buy | ALPHABET INCcap stk cl a | $33,762 | +22.6% | 258 | +12.2% | 0.02% | +17.6% |
USRT | ISHARES TRcre u s reit etf | $33,026 | -8.2% | 700 | 0.0% | 0.02% | -9.1% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $32,706 | -9.9% | 555 | 0.0% | 0.02% | -13.6% | |
IJK | ISHARES TRs&p mc 400gr etf | $31,786 | -3.7% | 440 | 0.0% | 0.02% | -5.0% | |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $29,610 | -3.0% | 230 | 0.0% | 0.02% | 0.0% | |
XLI | SELECT SECTOR SPDR TRindl | $28,893 | -5.5% | 285 | 0.0% | 0.02% | -10.5% | |
XLB | SELECT SECTOR SPDR TRsbi materials | $24,508 | -5.2% | 312 | 0.0% | 0.02% | -6.2% | |
XLF | SELECT SECTOR SPDR TRfinancial | $22,091 | -1.6% | 666 | 0.0% | 0.01% | -7.1% | |
VO | VANGUARD INDEX FDSmid cap etf | $20,824 | -5.4% | 100 | 0.0% | 0.01% | -7.7% | |
VOX | VANGUARD WORLD FDS | $19,460 | -1.1% | 185 | 0.0% | 0.01% | 0.0% | |
IWD | ISHARES TRrus 1000 val etf | $20,496 | -3.8% | 135 | 0.0% | 0.01% | -7.7% | |
IVW | ISHARES TRs&p 500 grwt etf | $20,868 | -2.9% | 305 | 0.0% | 0.01% | -7.7% | |
IWN | ISHARES TRrus 2000 val etf | $17,622 | -3.7% | 130 | 0.0% | 0.01% | -9.1% | |
HYXF | Sell | ISHARES TResg advncd hy bd | $15,505 | -52.9% | 359 | -51.9% | 0.01% | -55.0% |
IGIB | ISHARES TR | $7,784 | -3.8% | 160 | 0.0% | 0.01% | 0.0% | |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $7,337 | -49.0% | 46 | -47.1% | 0.00% | -55.6% |
IEI | ISHARES TR3 7 yr treas bd | $6,111 | -1.8% | 54 | 0.0% | 0.00% | 0.0% | |
IEF | ISHARES TR7-10 yr trsy bd | $4,030 | -5.2% | 44 | 0.0% | 0.00% | -33.3% | |
XLRE | SELECT SECTOR SPDR TRrl est sel sec | $3,134 | -9.6% | 92 | 0.0% | 0.00% | 0.0% | |
IJT | ISHARES TRs&p sml 600 gwt | $2,194 | -4.6% | 20 | 0.0% | 0.00% | 0.0% | |
FUTY | FIDELITY COVINGTON TRUSTmsci utils index | $76 | -10.6% | 2 | 0.0% | 0.00% | – | |
IVE | ISHARES TRs&p 500 val etf | $190 | -4.5% | 1 | 0.0% | 0.00% | – | |
AGG | ISHARES TRcore us aggbd et | $282 | -4.1% | 3 | 0.0% | 0.00% | – | |
FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $751 | -0.3% | 33 | +10.0% | 0.00% | – |
BIZD | Exit | VANECK ETF TRUST | $0 | – | -150 | -100.0% | -0.00% | – |
SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -20 | -100.0% | -0.00% | – |
SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -43 | -100.0% | -0.00% | – |
TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -13 | -100.0% | -0.00% | – |
ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -38 | -100.0% | -0.00% | – |
LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -66 | -100.0% | -0.00% | – |
VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -32 | -100.0% | -0.00% | – |
MBB | Exit | ISHARES TRmbs etf | $0 | – | -110 | -100.0% | -0.01% | – |
CWB | Exit | SPDR SER TRbbg conv sec etf | $0 | – | -775 | -100.0% | -0.03% | – |
VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -191 | -100.0% | -0.03% | – |
SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -1,240 | -100.0% | -0.03% | – |
VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -404 | -100.0% | -0.04% | – |
SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -753 | -100.0% | -0.06% | – |
FPF | Exit | FIRST TR INTER DURATN PFD & | $0 | – | -10,472 | -100.0% | -0.10% | – |
VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -77,920 | -100.0% | -0.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-23
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WHITEHALL FDS INC | 28 | Q3 2023 | 9.5% |
FIDELITY COVINGTON TRUST | 28 | Q3 2023 | 5.4% |
VANGUARD ADMIRAL FDS INC | 28 | Q3 2023 | 3.9% |
LOWES COS INC | 28 | Q3 2023 | 4.0% |
VISA INC | 28 | Q3 2023 | 3.8% |
ISHARES TR | 28 | Q3 2023 | 4.2% |
DUKE ENERGY CORP NEW | 28 | Q3 2023 | 3.4% |
FIDELITY COVINGTON TRUST | 28 | Q3 2023 | 3.3% |
PIMCO ETF TR | 28 | Q3 2023 | 3.3% |
JPMORGAN CHASE & CO | 28 | Q3 2023 | 2.3% |
View Armor Investment Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-19 |
13F-HR | 2023-10-23 |
13F-HR | 2023-07-19 |
13F-HR | 2023-05-09 |
13F-HR | 2023-01-30 |
13F-HR | 2022-10-31 |
13F-HR | 2022-08-01 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-07 |
13F-HR | 2021-11-02 |
View Armor Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.