$159 Million is the total value of Armor Investment Advisors, LLC's 160 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 10.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $7,974,000 | -6.1% | 67,217 | -6.8% | 5.00% | -2.5% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $7,766,000 | -6.4% | 75,140 | -5.1% | 4.87% | -2.7% |
| IGSB | Buy | ISHARES TR | $5,751,000 | +0.6% | 105,247 | +1.0% | 3.61% | +4.5% |
| LOW | Sell | LOWES COS INC | $5,565,000 | -0.9% | 27,432 | -5.2% | 3.49% | +3.0% |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $5,496,000 | -1.7% | 20,608 | -3.3% | 3.45% | +2.1% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $5,056,000 | +97.2% | 229,205 | +100.5% | 3.17% | +104.8% |
| V | Sell | VISA INC | $4,873,000 | -7.6% | 21,878 | -3.0% | 3.06% | -4.0% |
| ARKK | Sell | ARK ETF TRinnovation etf | $4,402,000 | -16.3% | 39,826 | -1.0% | 2.76% | -13.1% |
| DUK | Sell | DUKE ENERGY CORP NEW | $4,031,000 | -5.2% | 41,302 | -4.1% | 2.53% | -1.5% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $3,862,000 | +1.3% | 37,886 | +1.3% | 2.42% | +5.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,557,000 | +2.6% | 21,729 | -2.5% | 2.23% | +6.6% |
| DE | Sell | DEERE & CO | $3,179,000 | -10.1% | 9,487 | -5.3% | 2.00% | -6.6% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $3,089,000 | -4.9% | 48,409 | -5.0% | 1.94% | -1.2% |
| DLR | Sell | DIGITAL RLTY TR INC | $2,764,000 | -5.1% | 19,135 | -1.1% | 1.73% | -1.4% |
| SO | Buy | SOUTHERN CO | $2,751,000 | +2.6% | 44,394 | +0.2% | 1.73% | +6.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,619,000 | -4.0% | 48,482 | -0.4% | 1.64% | -0.4% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,504,000 | -1.0% | 33,726 | +0.8% | 1.57% | +2.8% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $2,292,000 | -6.8% | 29,900 | -4.9% | 1.44% | -3.2% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $2,284,000 | -0.6% | 42,703 | +1.2% | 1.43% | +3.2% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $2,252,000 | +2.5% | 35,870 | +489.1% | 1.41% | +6.4% |
| FIF | Buy | FIRST TR ENERGY INFRASTRCTR | $2,219,000 | -2.3% | 174,078 | +4.5% | 1.39% | +1.4% |
| SOXX | New | ISHARES TRishares semicdtr | $2,116,000 | – | 4,745 | +100.0% | 1.33% | – |
| D | Buy | DOMINION ENERGY INC | $2,115,000 | -0.4% | 28,960 | +0.4% | 1.33% | +3.4% |
| ACN | Sell | ACCENTURE PLC IRELAND | $2,111,000 | +6.7% | 6,599 | -1.7% | 1.32% | +10.9% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $2,099,000 | -7.6% | 20,965 | -3.9% | 1.32% | -4.1% |
| BDX | Sell | BECTON DICKINSON & CO | $2,043,000 | -5.1% | 8,310 | -6.1% | 1.28% | -1.4% |
| T | Sell | AT&T INC | $2,039,000 | -17.4% | 75,508 | -12.0% | 1.28% | -14.3% |
| PFL | Sell | PIMCO INCOME STRATEGY FD | $2,037,000 | -15.3% | 175,315 | -7.0% | 1.28% | -12.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,927,000 | -1.1% | 11,929 | +0.9% | 1.21% | +2.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,898,000 | -9.4% | 12,714 | -10.4% | 1.19% | -5.9% |
| MCD | Sell | MCDONALDS CORP | $1,720,000 | +2.9% | 7,134 | -1.4% | 1.08% | +6.9% |
| INTC | Sell | INTEL CORP | $1,615,000 | -6.1% | 30,311 | -1.1% | 1.01% | -2.5% |
| MUB | Sell | ISHARES TRnational mun etf | $1,503,000 | -14.8% | 12,942 | -14.0% | 0.94% | -11.5% |
| BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $1,475,000 | -10.1% | 103,636 | -9.2% | 0.93% | -6.6% |
| SVC | Buy | SERVICE PPTYS TR | $1,456,000 | +2.2% | 129,908 | +14.9% | 0.91% | +6.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,427,000 | +3.6% | 10,204 | -0.0% | 0.90% | +7.6% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $1,255,000 | -9.3% | 4,275 | -3.7% | 0.79% | -5.7% |
| XOM | Sell | EXXON MOBIL CORP | $1,175,000 | -7.0% | 19,978 | -0.2% | 0.74% | -3.4% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $1,135,000 | -21.3% | 10,553 | -21.1% | 0.71% | -18.3% |
| HR | Buy | HEALTHCARE RLTY TR | $1,133,000 | -0.2% | 38,055 | +1.3% | 0.71% | +3.6% |
| TM | Sell | TOYOTA MOTOR CORP | $1,133,000 | -3.7% | 6,376 | -5.2% | 0.71% | +0.1% |
| BNL | BROADSTONE NET LEASE INC | $1,131,000 | +6.0% | 45,573 | 0.0% | 0.71% | +10.1% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $1,092,000 | -8.6% | 13,961 | -7.4% | 0.68% | -5.1% |
| MMM | 3M CO | $1,078,000 | -11.7% | 6,145 | 0.0% | 0.68% | -8.4% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,076,000 | +0.7% | 5,384 | 0.0% | 0.68% | +4.5% | |
| CSCO | Sell | CISCO SYS INC | $1,043,000 | -11.2% | 19,158 | -13.5% | 0.65% | -7.8% |
| PSX | Sell | PHILLIPS 66 | $960,000 | -23.9% | 13,703 | -6.8% | 0.60% | -21.0% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $955,000 | -75.7% | 8,550 | -73.8% | 0.60% | -74.7% |
| SYK | Sell | STRYKER CORPORATION | $939,000 | -1.2% | 3,559 | -2.7% | 0.59% | +2.6% |
| IYH | Sell | ISHARES TRus hlthcare etf | $893,000 | -3.7% | 3,236 | -4.7% | 0.56% | 0.0% |
| AIA | Buy | ISHARES TRasia 50 etf | $888,000 | -2.7% | 11,352 | +14.0% | 0.56% | +0.9% |
| AON | Buy | AON PLC | $827,000 | +20.0% | 2,893 | +0.2% | 0.52% | +24.8% |
| EMR | Sell | EMERSON ELEC CO | $782,000 | -24.4% | 8,299 | -22.9% | 0.49% | -21.4% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $759,000 | -5.6% | 7,648 | -5.0% | 0.48% | -2.1% |
| RY | Sell | ROYAL BK CDA | $750,000 | -3.7% | 7,537 | -2.0% | 0.47% | 0.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $725,000 | +6.8% | 23,773 | +15.0% | 0.46% | +11.0% |
| BMY | BRISTOL-MYERS SQUIBB CO | $724,000 | -11.5% | 12,244 | 0.0% | 0.45% | -8.1% | |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $709,000 | +15.1% | 8,104 | +15.8% | 0.44% | +19.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $699,000 | -1.3% | 18,074 | +0.7% | 0.44% | +2.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $673,000 | -0.3% | 1,561 | -0.6% | 0.42% | +3.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $663,000 | -4.3% | 2,521 | -2.2% | 0.42% | -0.7% |
| FPF | Sell | FIRST TR INTER DURATN PFD & | $636,000 | -13.0% | 25,430 | -12.7% | 0.40% | -9.7% |
| DVY | Buy | ISHARES TRselect divid etf | $628,000 | +11.9% | 5,471 | +13.8% | 0.39% | +16.2% |
| ASML | ASML HOLDING N V | $607,000 | +8.0% | 814 | 0.0% | 0.38% | +12.1% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $599,000 | -5.1% | 4,313 | +0.1% | 0.38% | -1.3% |
| COP | Sell | CONOCOPHILLIPS | $595,000 | +0.2% | 8,774 | -10.0% | 0.37% | +3.9% |
| SPY | SPDR S&P 500 ETF TRtr unit | $591,000 | +0.3% | 1,377 | 0.0% | 0.37% | +4.2% | |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $571,000 | +42.0% | 7,643 | +75.7% | 0.36% | +47.3% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $567,000 | -6.9% | 36,702 | +3.3% | 0.36% | -3.3% |
| F | Sell | FORD MTR CO DEL | $568,000 | -13.5% | 40,110 | -9.3% | 0.36% | -10.3% |
| NEE | Buy | NEXTERA ENERGY INC | $557,000 | +11.2% | 7,096 | +3.7% | 0.35% | +15.5% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $555,000 | -0.4% | 2,500 | 0.0% | 0.35% | +3.6% | |
| UTG | Buy | REAVES UTIL INCOME FD | $546,000 | +10.3% | 16,675 | +15.6% | 0.34% | +14.7% |
| LLY | LILLY ELI & CO | $540,000 | +0.7% | 2,337 | 0.0% | 0.34% | +4.6% | |
| WY | Sell | WEYERHAEUSER CO MTN BE | $528,000 | -2.2% | 14,857 | -5.4% | 0.33% | +1.5% |
| WELL | Sell | WELLTOWER INC | $526,000 | -9.5% | 6,385 | -8.7% | 0.33% | -6.0% |
| PGR | PROGRESSIVE CORP | $512,000 | -7.9% | 5,666 | 0.0% | 0.32% | -4.5% | |
| WMT | Buy | WALMART INC | $491,000 | +9.1% | 3,526 | +10.5% | 0.31% | +13.2% |
| TIP | Buy | ISHARES TRtips bd etf | $460,000 | +79.0% | 3,603 | +79.4% | 0.29% | +86.5% |
| AAPL | APPLE INC | $460,000 | +3.4% | 3,248 | 0.0% | 0.29% | +7.4% | |
| IWP | Sell | ISHARES TRrus md cp gr etf | $457,000 | -5.6% | 4,075 | -4.7% | 0.29% | -1.7% |
| NVS | Sell | NOVARTIS AGsponsored adr | $439,000 | -12.4% | 5,369 | -2.2% | 0.28% | -9.2% |
| AMZN | AMAZON COM INC | $424,000 | -4.5% | 129 | 0.0% | 0.27% | -0.7% | |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $420,000 | -12.1% | 9,195 | -11.9% | 0.26% | -8.7% |
| IRM | Buy | IRON MTN INC NEW | $418,000 | +4.8% | 9,627 | +2.1% | 0.26% | +8.7% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $411,000 | -1.9% | 1 | 0.0% | 0.26% | +2.0% | |
| VOO | VANGUARD INDEX FDS | $388,000 | 0.0% | 985 | 0.0% | 0.24% | +3.8% | |
| JNK | SPDR SER TRbloomberg brclys | $383,000 | -0.5% | 3,503 | 0.0% | 0.24% | +3.0% | |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $372,000 | -18.6% | 2,540 | -10.6% | 0.23% | -15.6% |
| BSX | BOSTON SCIENTIFIC CORP | $369,000 | +1.7% | 8,497 | 0.0% | 0.23% | +5.9% | |
| FIDU | Buy | FIDELITY COVINGTON TRUSTmsci indl indx | $366,000 | +10.9% | 7,050 | +15.9% | 0.23% | +15.6% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $362,000 | -22.5% | 3,483 | -22.5% | 0.23% | -19.5% |
| New | GENERAL ELECTRIC CO | $352,000 | – | 3,419 | +100.0% | 0.22% | – | |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $348,000 | +7.7% | 10,385 | +7.0% | 0.22% | +11.8% |
| DKNG | Buy | DRAFTKINGS INC | $345,000 | +7.1% | 7,155 | +15.8% | 0.22% | +10.8% |
| TEL | TE CONNECTIVITY LTD | $343,000 | +1.5% | 2,500 | 0.0% | 0.22% | +5.4% | |
| CAPE | BARCLAYS BANK PLCipath shilr cape | $328,000 | +0.6% | 15,560 | 0.0% | 0.21% | +4.6% | |
| CMCSA | COMCAST CORP NEWcl a | $321,000 | -1.8% | 5,743 | 0.0% | 0.20% | +1.5% | |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $306,000 | -27.0% | 10,197 | -11.6% | 0.19% | -24.1% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $290,000 | +116.4% | 3,539 | +91.3% | 0.18% | +124.7% |
| MSFT | MICROSOFT CORP | $281,000 | +4.1% | 998 | 0.0% | 0.18% | +8.0% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $275,000 | -3.2% | 18,092 | 0.0% | 0.17% | +0.6% | |
| NSC | NORFOLK SOUTHN CORP | $272,000 | -9.9% | 1,137 | 0.0% | 0.17% | -6.0% | |
| KMI | Sell | KINDER MORGAN INC DEL | $246,000 | -17.4% | 14,679 | -10.2% | 0.15% | -14.4% |
| BA | New | BOEING CO | $240,000 | – | 1,091 | +100.0% | 0.15% | – |
| XVV | New | ISHARES TResg scrnd s&p500 | $240,000 | – | 7,234 | +100.0% | 0.15% | – |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $240,000 | -60.4% | 1,621 | -39.3% | 0.15% | -58.7% |
| PFE | Buy | PFIZER INC | $237,000 | +9.7% | 5,517 | +0.0% | 0.15% | +14.6% |
| ALB | New | ALBEMARLE CORP | $232,000 | – | 1,058 | +100.0% | 0.15% | – |
| IEUR | Sell | ISHARES TRcore msci euro | $227,000 | -6.6% | 4,047 | -4.7% | 0.14% | -3.4% |
| MDT | Sell | MEDTRONIC PLC | $224,000 | -4.7% | 1,790 | -5.3% | 0.14% | -0.7% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $224,000 | -8.2% | 2,764 | -4.2% | 0.14% | -4.1% |
| NEM | Sell | NEWMONT CORP | $216,000 | -18.5% | 3,980 | -4.8% | 0.14% | -15.0% |
| HD | Sell | HOME DEPOT INC | $214,000 | -10.8% | 653 | -13.3% | 0.13% | -7.6% |
| YUM | New | YUM BRANDS INC | $209,000 | – | 1,710 | +100.0% | 0.13% | – |
| IWM | ISHARES TRrussell 2000 etf | $202,000 | -4.7% | 925 | 0.0% | 0.13% | -0.8% | |
| EFA | ISHARES TRmsci eafe etf | $199,000 | -1.0% | 2,554 | 0.0% | 0.12% | +3.3% | |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $191,000 | -16.6% | 475 | -17.4% | 0.12% | -13.0% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $189,000 | 0.0% | 800 | 0.0% | 0.12% | +4.4% | |
| IJR | ISHARES TRcore s&p scp etf | $174,000 | -3.3% | 1,594 | 0.0% | 0.11% | 0.0% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $161,000 | +12.6% | 735 | +15.7% | 0.10% | +17.4% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $149,000 | -8.0% | 1,437 | -7.5% | 0.09% | -5.1% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $137,000 | -43.6% | 555 | -43.7% | 0.09% | -41.5% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $103,000 | -54.4% | 657 | -53.9% | 0.06% | -52.6% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $96,000 | +62.7% | 4,419 | +75.5% | 0.06% | +66.7% |
| SHYG | ISHARES TR0-5yr hi yl cp | $91,000 | -1.1% | 2,000 | 0.0% | 0.06% | +1.8% | |
| IYR | ISHARES TRu.s. real es etf | $89,000 | +1.1% | 866 | 0.0% | 0.06% | +5.7% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $89,000 | 0.0% | 874 | 0.0% | 0.06% | +3.7% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $81,000 | +1.2% | 545 | 0.0% | 0.05% | +6.2% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $73,000 | -24.7% | 1,450 | -17.1% | 0.05% | -22.0% |
| SPSM | SPDR SER TRportfolio s&p600 | $70,000 | -2.8% | 1,633 | 0.0% | 0.04% | +2.3% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $69,000 | -1.4% | 495 | 0.0% | 0.04% | +2.4% | |
| IJK | ISHARES TRs&p mc 400gr etf | $67,000 | -1.5% | 840 | 0.0% | 0.04% | +2.4% | |
| AAXJ | ISHARES TRmsci ac asia etf | $59,000 | -10.6% | 700 | 0.0% | 0.04% | -7.5% | |
| IJT | ISHARES TRs&p sml 600 gwt | $55,000 | -1.8% | 420 | 0.0% | 0.04% | +2.9% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $48,000 | 0.0% | 708 | 0.0% | 0.03% | +3.4% | |
| XJR | New | ISHARES TResg scrnd s&p sm | $44,000 | – | 1,136 | +100.0% | 0.03% | – |
| USRT | ISHARES TRcre u s reit etf | $41,000 | 0.0% | 700 | 0.0% | 0.03% | +4.0% | |
| EPI | WISDOMTREE TRindia erngs fd | $36,000 | +12.5% | 951 | 0.0% | 0.02% | +21.1% | |
| ITOT | ISHARES TRcore s&p ttl stk | $33,000 | 0.0% | 338 | 0.0% | 0.02% | +5.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $30,000 | +3.4% | 400 | 0.0% | 0.02% | +5.6% | |
| VO | VANGUARD INDEX FDSmid cap etf | $24,000 | 0.0% | 100 | 0.0% | 0.02% | +7.1% | |
| IWN | ISHARES TRrus 2000 val etf | $21,000 | -4.5% | 130 | 0.0% | 0.01% | 0.0% | |
| IDV | ISHARES TRintl sel div etf | $21,000 | -4.5% | 684 | 0.0% | 0.01% | 0.0% | |
| IGIB | ISHARES TR | $19,000 | 0.0% | 320 | 0.0% | 0.01% | +9.1% | |
| DHS | WISDOMTREE TRus high dividend | $17,000 | 0.0% | 215 | 0.0% | 0.01% | +10.0% | |
| IBB | ISHARES TRishares biotech | $14,000 | 0.0% | 86 | 0.0% | 0.01% | +12.5% | |
| IVE | ISHARES TRs&p 500 val etf | $12,000 | 0.0% | 79 | 0.0% | 0.01% | +14.3% | |
| IEV | ISHARES TReurope etf | $10,000 | -9.1% | 200 | 0.0% | 0.01% | -14.3% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $8,000 | 0.0% | 46 | 0.0% | 0.01% | 0.0% | |
| SHY | ISHARES TR1 3 yr treas bd | $6,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $5,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
| FUTY | FIDELITY COVINGTON TRUSTmsci utils index | $4,000 | 0.0% | 98 | 0.0% | 0.00% | +50.0% | |
| VPU | VANGUARD WORLD FDSutilities etf | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $3,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| IFGL | ISHARES TRintl dev re etf | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| AGG | ISHARES TRcore us aggbd et | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| SPYX | SPDR SER TRspdr s&p 500 etf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| SCJ | Exit | ISHARES INCmsci japn smcetf | $0 | – | -269 | -100.0% | -0.01% | – |
| EWY | Exit | ISHARES INCmsci sth kor etf | $0 | – | -320 | -100.0% | -0.02% | – |
| EWA | Exit | ISHARES INCmsci aust etf | $0 | – | -6,237 | -100.0% | -0.10% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -991 | -100.0% | -0.12% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -2,605 | -100.0% | -0.12% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -800 | -100.0% | -0.13% | – |
| BIP | Exit | BROOKFIELD INFRAST PARTNERSlp int unit | $0 | – | -4,050 | -100.0% | -0.14% | – |
| NGG | Exit | NATIONAL GRID PLCsponsored adr ne | $0 | – | -3,531 | -100.0% | -0.14% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -4,127 | -100.0% | -0.18% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -27,362 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-02
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.