$129 Million is the total value of Armor Investment Advisors, LLC's 155 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $2,120,000 | – | 147,421 | +100.0% | 1.65% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $459,000 | – | 2,025 | +100.0% | 0.36% | – |
| PEAK | New | HEALTHPEAK PPTYS INC | $346,000 | – | 10,045 | +100.0% | 0.27% | – |
| BA | New | BOEING CO | $274,000 | – | 842 | +100.0% | 0.21% | – |
| WMT | New | WALMART INC | $249,000 | – | 2,099 | +100.0% | 0.19% | – |
| TFC | New | TRUIST FINL CORP | $228,000 | – | 4,045 | +100.0% | 0.18% | – |
| PFE | New | PFIZER INC | $214,000 | – | 5,465 | +100.0% | 0.17% | – |
| FDX | New | FEDEX CORP | $213,000 | – | 1,406 | +100.0% | 0.16% | – |
| VOO | New | VANGUARD INDEX FDS | $89,000 | – | 300 | +100.0% | 0.07% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $55,000 | – | 335 | +100.0% | 0.04% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $33,000 | – | 356 | +100.0% | 0.03% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $22,000 | – | 123 | +100.0% | 0.02% | – |
| SPSM | New | SPDR SERIES TRUSTportfolio sm etf | $9,000 | – | 270 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-05
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 | 2024-04-25 |
| 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 |
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.