$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CPTA | Exit | CAPITALA FIN CORP | $0 | – | -18,129 | -100.0% | -0.12% | – |
YUM | Exit | YUM BRANDS INC | $0 | – | -1,810 | -100.0% | -0.17% | – |
BBT | Exit | BB&T CORP | $0 | – | -4,345 | -100.0% | -0.19% | – |
HCP | Exit | HCP INC | $0 | – | -10,375 | -100.0% | -0.30% | – |
NNC | Exit | NUVEEN NORTH CAROLINA QLTY M | $0 | – | -213,535 | -100.0% | -2.36% | – |
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.