$177 Million is the total value of Armor Investment Advisors, LLC's 159 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 9.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $8,761,000 | +9.9% | 64,707 | -3.7% | 4.94% | -1.3% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $8,487,000 | +9.3% | 75,703 | +0.7% | 4.78% | -1.8% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $7,768,000 | +53.6% | 350,087 | +52.7% | 4.38% | +38.1% |
| LOW | Buy | LOWES COS INC | $7,143,000 | +28.4% | 27,634 | +0.7% | 4.03% | +15.3% |
| IGSB | Buy | ISHARES TR | $5,967,000 | +3.8% | 110,752 | +5.2% | 3.36% | -6.8% |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $5,778,000 | +5.1% | 19,150 | -7.1% | 3.26% | -5.6% |
| ARKK | Buy | ARK ETF TRinnovation etf | $4,819,000 | +9.5% | 50,949 | +27.9% | 2.72% | -1.6% |
| V | Sell | VISA INC | $4,526,000 | -7.1% | 20,885 | -4.5% | 2.55% | -16.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $4,137,000 | +2.6% | 39,435 | -4.5% | 2.33% | -7.8% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $3,950,000 | +2.3% | 38,896 | +2.7% | 2.23% | -8.1% |
| DLR | Buy | DIGITAL RLTY TR INC | $3,632,000 | +31.4% | 20,534 | +7.3% | 2.05% | +18.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,474,000 | -2.3% | 21,940 | +1.0% | 1.96% | -12.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $3,348,000 | +59.5% | 32,698 | +56.0% | 1.89% | +43.3% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $3,345,000 | +8.3% | 48,713 | +0.6% | 1.89% | -2.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,334,000 | +33.1% | 41,243 | +22.3% | 1.88% | +19.7% |
| DE | Buy | DEERE & CO | $3,305,000 | +4.0% | 9,639 | +1.6% | 1.86% | -6.6% |
| SOXX | Buy | ISHARES TRishares semicdtr | $3,055,000 | +44.4% | 5,634 | +18.7% | 1.72% | +29.7% |
| SO | Sell | SOUTHERN CO | $2,921,000 | +6.2% | 42,587 | -4.1% | 1.65% | -4.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,890,000 | +36.9% | 6,971 | +5.6% | 1.63% | +22.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,669,000 | +1.9% | 51,370 | +6.0% | 1.50% | -8.4% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $2,538,000 | +11.1% | 47,952 | +12.3% | 1.43% | -0.1% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $2,331,000 | +3.5% | 35,404 | -1.3% | 1.31% | -7.0% |
| FIF | Sell | FIRST TR ENERGY INFRASTRCTR | $2,317,000 | +4.4% | 171,159 | -1.7% | 1.31% | -6.2% |
| D | Sell | DOMINION ENERGY INC | $2,244,000 | +6.1% | 28,560 | -1.4% | 1.26% | -4.7% |
| ULST | New | SSGA ACTIVE ETF TRult sht trm bd | $2,244,000 | – | 55,653 | +100.0% | 1.26% | – |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $2,141,000 | +12.8% | 12,315 | -3.1% | 1.21% | +1.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,113,000 | +9.7% | 12,354 | +3.6% | 1.19% | -1.5% |
| BDX | Sell | BECTON DICKINSON & CO | $2,081,000 | +1.9% | 8,275 | -0.4% | 1.17% | -8.5% |
| PFL | Buy | PIMCO INCOME STRATEGY FD | $2,031,000 | -0.3% | 185,127 | +5.6% | 1.14% | -10.4% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,988,000 | -13.3% | 24,723 | -17.3% | 1.12% | -22.0% |
| MCD | MCDONALDS CORP | $1,912,000 | +11.2% | 7,134 | 0.0% | 1.08% | -0.1% | |
| PG | Buy | PROCTER AND GAMBLE CO | $1,787,000 | +25.2% | 10,924 | +7.1% | 1.01% | +12.5% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,748,000 | +150.1% | 44,983 | +148.9% | 0.98% | +124.4% |
| INTC | Buy | INTEL CORP | $1,720,000 | +6.5% | 33,401 | +10.2% | 0.97% | -4.2% |
| T | Sell | AT&T INC | $1,560,000 | -23.5% | 63,398 | -16.0% | 0.88% | -31.3% |
| SVC | Buy | SERVICE PPTYS TR | $1,466,000 | +0.7% | 166,788 | +28.4% | 0.83% | -9.6% |
| XOM | Buy | EXXON MOBIL CORP | $1,448,000 | +23.2% | 23,668 | +18.5% | 0.82% | +10.7% |
| MUB | Sell | ISHARES TRnational mun etf | $1,383,000 | -8.0% | 11,898 | -8.1% | 0.78% | -17.3% |
| HR | Buy | HEALTHCARE RLTY TR | $1,375,000 | +21.4% | 43,467 | +14.2% | 0.78% | +9.0% |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,328,000 | +23.4% | 5,384 | 0.0% | 0.75% | +11.0% | |
| BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $1,311,000 | -11.1% | 89,519 | -13.6% | 0.74% | -20.2% |
| AIA | Buy | ISHARES TRasia 50 etf | $1,203,000 | +35.5% | 15,708 | +38.4% | 0.68% | +21.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,114,000 | +68.0% | 3,934 | +56.0% | 0.63% | +51.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,110,000 | +53.1% | 37,471 | +57.6% | 0.63% | +37.6% |
| PSX | Buy | PHILLIPS 66 | $1,108,000 | +15.4% | 15,289 | +11.6% | 0.62% | +3.8% |
| MMM | Sell | 3M CO | $1,082,000 | +0.4% | 6,089 | -0.9% | 0.61% | -9.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,080,000 | +60.5% | 2,265 | +45.1% | 0.61% | +44.3% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $1,071,000 | -14.7% | 3,655 | -14.5% | 0.60% | -23.3% |
| CSCO | Sell | CISCO SYS INC | $1,026,000 | -1.6% | 16,183 | -15.5% | 0.58% | -11.6% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $1,020,000 | -10.1% | 9,504 | -9.9% | 0.58% | -19.2% |
| IWR | Sell | ISHARES TRrus mid cap etf | $1,012,000 | -7.3% | 12,191 | -12.7% | 0.57% | -16.6% |
| TM | Sell | TOYOTA MOTOR CORPads | $991,000 | -12.5% | 5,346 | -16.2% | 0.56% | -21.4% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $944,000 | +65.3% | 15,411 | +101.6% | 0.53% | +48.6% |
| AON | Buy | AON PLC | $871,000 | +5.3% | 2,898 | +0.2% | 0.49% | -5.4% |
| DVY | Buy | ISHARES TRselect divid etf | $869,000 | +38.4% | 7,093 | +29.6% | 0.49% | +24.4% |
| SYK | Sell | STRYKER CORPORATION | $858,000 | -8.6% | 3,209 | -9.8% | 0.48% | -17.8% |
| IYH | Sell | ISHARES TRus hlthcare etf | $846,000 | -5.3% | 2,816 | -13.0% | 0.48% | -14.8% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $800,000 | -16.2% | 6,650 | -22.2% | 0.45% | -24.7% |
| F | Sell | FORD MTR CO DEL | $767,000 | +35.0% | 36,911 | -8.0% | 0.43% | +21.3% |
| NEE | Buy | NEXTERA ENERGY INC | $767,000 | +37.7% | 8,220 | +15.8% | 0.43% | +23.4% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $756,000 | +33.3% | 50,652 | +38.0% | 0.43% | +19.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $751,000 | +3.7% | 12,050 | -1.6% | 0.42% | -6.8% |
| RY | Sell | ROYAL BK CDA | $738,000 | -1.6% | 6,953 | -7.7% | 0.42% | -11.7% |
| EMR | Sell | EMERSON ELEC CO | $707,000 | -9.6% | 7,600 | -8.4% | 0.40% | -18.7% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $707,000 | -6.9% | 7,136 | -6.7% | 0.40% | -16.2% |
| NVS | Buy | NOVARTIS AGsponsored adr | $702,000 | +59.9% | 8,022 | +49.4% | 0.40% | +44.0% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $689,000 | -2.8% | 7,913 | -2.4% | 0.39% | -12.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $650,000 | +8.5% | 4,859 | +12.7% | 0.37% | -2.7% |
| ASML | ASML HOLDING N V | $648,000 | +6.8% | 814 | 0.0% | 0.36% | -4.2% | |
| LLY | LILLY ELI & CO | $646,000 | +19.6% | 2,337 | 0.0% | 0.36% | +7.4% | |
| WMT | Buy | WALMART INC | $618,000 | +25.9% | 4,269 | +21.1% | 0.35% | +13.0% |
| FIDU | Buy | FIDELITY COVINGTON TRUSTmsci indl indx | $603,000 | +64.8% | 10,726 | +52.1% | 0.34% | +47.8% |
| COP | Sell | CONOCOPHILLIPS | $597,000 | +0.3% | 8,276 | -5.7% | 0.34% | -9.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $596,000 | +0.8% | 1,255 | -8.9% | 0.34% | -9.4% |
| FPF | Sell | FIRST TR INTER DURATN PFD & | $595,000 | -6.4% | 24,230 | -4.7% | 0.34% | -16.0% |
| PGR | PROGRESSIVE CORP | $582,000 | +13.7% | 5,666 | 0.0% | 0.33% | +2.2% | |
| AAPL | Buy | APPLE INC | $579,000 | +25.9% | 3,260 | +0.4% | 0.33% | +12.8% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $575,000 | +8.9% | 13,957 | -6.1% | 0.32% | -2.1% |
| UTG | Sell | REAVES UTIL INCOME FD | $563,000 | +3.1% | 16,035 | -3.8% | 0.32% | -7.6% |
| IRM | Buy | IRON MTN INC NEW | $522,000 | +24.9% | 9,968 | +3.5% | 0.29% | +12.2% |
| WELL | Sell | WELLTOWER INC | $505,000 | -4.0% | 5,885 | -7.8% | 0.28% | -13.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $451,000 | +9.7% | 1 | 0.0% | 0.25% | -1.6% | |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $450,000 | +29.3% | 12,457 | +20.0% | 0.25% | +16.5% |
| TIP | Sell | ISHARES TRtips bd etf | $445,000 | -3.3% | 3,447 | -4.3% | 0.25% | -13.1% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $437,000 | +50.7% | 5,174 | +46.2% | 0.25% | +35.2% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $435,000 | -4.8% | 3,775 | -7.4% | 0.24% | -14.6% |
| VOO | VANGUARD INDEX FDS | $430,000 | +10.8% | 985 | 0.0% | 0.24% | -0.4% | |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $423,000 | +0.7% | 8,035 | -12.6% | 0.24% | -9.8% |
| BA | Buy | BOEING CO | $410,000 | +70.8% | 2,038 | +86.8% | 0.23% | +53.0% |
| TEL | TE CONNECTIVITY LTD | $403,000 | +17.5% | 2,500 | 0.0% | 0.23% | +5.6% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $396,000 | +9.4% | 3,483 | 0.0% | 0.22% | -1.8% | |
| FDX | New | FEDEX CORP | $393,000 | – | 1,519 | +100.0% | 0.22% | – |
| BSX | BOSTON SCIENTIFIC CORP | $361,000 | -2.2% | 8,497 | 0.0% | 0.20% | -12.1% | |
| CAPE | BARCLAYS BANK PLCipath shilr cape | $354,000 | +7.9% | 15,560 | 0.0% | 0.20% | -2.9% | |
| AMZN | Sell | AMAZON COM INC | $350,000 | -17.5% | 105 | -18.6% | 0.20% | -25.9% |
| NSC | NORFOLK SOUTHN CORP | $338,000 | +24.3% | 1,137 | 0.0% | 0.19% | +11.7% | |
| MSFT | Sell | MICROSOFT CORP | $334,000 | +18.9% | 992 | -0.6% | 0.19% | +6.8% |
| PFE | PFIZER INC | $326,000 | +37.6% | 5,517 | 0.0% | 0.18% | +23.5% | |
| GENERAL ELECTRIC CO | $323,000 | -8.2% | 3,419 | 0.0% | 0.18% | -17.6% | ||
| JNK | Sell | SPDR SER TRbloomberg high y | $314,000 | -18.0% | 2,888 | -17.6% | 0.18% | -26.2% |
| XVV | Buy | ISHARES TResg scrnd s&p500 | $313,000 | +30.4% | 8,515 | +17.7% | 0.18% | +16.6% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $291,000 | -21.8% | 2,290 | -9.8% | 0.16% | -29.6% |
| CMCSA | COMCAST CORP NEWcl a | $289,000 | -10.0% | 5,743 | 0.0% | 0.16% | -18.9% | |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $283,000 | -7.5% | 9,549 | -6.4% | 0.16% | -16.7% |
| HD | HOME DEPOT INC | $271,000 | +26.6% | 653 | 0.0% | 0.15% | +14.2% | |
| NEM | Buy | NEWMONT CORP | $268,000 | +24.1% | 4,319 | +8.5% | 0.15% | +11.0% |
| DKNG | Buy | DRAFTKINGS INC | $264,000 | -23.5% | 9,612 | +34.3% | 0.15% | -31.0% |
| YUM | YUM BRANDS INC | $237,000 | +13.4% | 1,710 | 0.0% | 0.13% | +2.3% | |
| KMI | Buy | KINDER MORGAN INC DEL | $238,000 | -3.3% | 15,008 | +2.2% | 0.13% | -13.0% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $237,000 | +5.8% | 2,664 | -3.6% | 0.13% | -5.0% |
| SYY | New | SYSCO CORP | $220,000 | – | 2,797 | +100.0% | 0.12% | – |
| VGT | VANGUARD WORLD FDSinf tech etf | $218,000 | +14.1% | 475 | 0.0% | 0.12% | +2.5% | |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $204,000 | – | 3,350 | +100.0% | 0.12% | – |
| IWM | Sell | ISHARES TRrussell 2000 etf | $201,000 | -0.5% | 905 | -2.2% | 0.11% | -11.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $199,000 | 0.0% | 2,529 | -1.0% | 0.11% | -10.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $190,000 | +9.2% | 1,662 | +4.3% | 0.11% | -1.8% |
| IEUR | Sell | ISHARES TRcore msci euro | $172,000 | -24.2% | 2,950 | -27.1% | 0.10% | -31.7% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $171,000 | +14.8% | 1,511 | +5.1% | 0.10% | +3.2% |
| VHT | VANGUARD WORLD FDShealth car etf | $148,000 | +8.0% | 555 | 0.0% | 0.08% | -3.5% | |
| ICLN | Buy | ISHARES TRgl clean ene etf | $106,000 | +10.4% | 4,996 | +13.1% | 0.06% | 0.0% |
| IYR | ISHARES TRu.s. real es etf | $101,000 | +13.5% | 866 | 0.0% | 0.06% | +1.8% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $89,000 | +9.9% | 545 | 0.0% | 0.05% | -2.0% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $76,000 | -52.8% | 335 | -54.4% | 0.04% | -57.4% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $74,000 | +7.2% | 495 | 0.0% | 0.04% | -2.3% | |
| IJK | ISHARES TRs&p mc 400gr etf | $72,000 | +7.5% | 840 | 0.0% | 0.04% | -2.4% | |
| SPSM | SPDR SER TRportfolio s&p600 | $73,000 | +4.3% | 1,633 | 0.0% | 0.04% | -6.8% | |
| EEM | ISHARES TRmsci emg mkt etf | $71,000 | -2.7% | 1,450 | 0.0% | 0.04% | -13.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $58,000 | +5.5% | 420 | 0.0% | 0.03% | -5.7% | |
| XJR | Buy | ISHARES TResg scrnd s&p sm | $57,000 | +29.5% | 1,389 | +22.3% | 0.03% | +14.3% |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $52,000 | +8.3% | 708 | 0.0% | 0.03% | -3.3% | |
| USRT | ISHARES TRcre u s reit etf | $47,000 | +14.6% | 700 | 0.0% | 0.03% | 0.0% | |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $42,000 | -53.8% | 935 | -53.2% | 0.02% | -57.9% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $41,000 | -53.9% | 356 | -59.3% | 0.02% | -58.9% |
| XJH | New | ISHARES TResg scrd s&p mid | $39,000 | – | 1,006 | +100.0% | 0.02% | – |
| EPI | WISDOMTREE TRindia erngs fd | $35,000 | -2.8% | 951 | 0.0% | 0.02% | -13.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $36,000 | +9.1% | 338 | 0.0% | 0.02% | -4.8% | |
| AAXJ | Sell | ISHARES TRmsci ac asia etf | $33,000 | -44.1% | 400 | -42.9% | 0.02% | -48.6% |
| IVW | ISHARES TRs&p 500 grwt etf | $33,000 | +10.0% | 400 | 0.0% | 0.02% | 0.0% | |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $32,000 | – | 108 | +100.0% | 0.02% | – |
| VO | VANGUARD INDEX FDSmid cap etf | $25,000 | +4.2% | 100 | 0.0% | 0.01% | -6.7% | |
| IWD | Sell | ISHARES TRrus 1000 val etf | $25,000 | -75.7% | 149 | -77.3% | 0.01% | -78.5% |
| IWN | ISHARES TRrus 2000 val etf | $22,000 | +4.8% | 130 | 0.0% | 0.01% | -7.7% | |
| IGIB | ISHARES TR | $19,000 | 0.0% | 320 | 0.0% | 0.01% | -8.3% | |
| DHS | WISDOMTREE TRus high dividend | $18,000 | +5.9% | 215 | 0.0% | 0.01% | -9.1% | |
| IDV | Sell | ISHARES TRintl sel div etf | $12,000 | -42.9% | 380 | -44.4% | 0.01% | -46.2% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $12,000 | 0.0% | 80 | +1.3% | 0.01% | -12.5% |
| IBB | Sell | ISHARES TRishares biotech | $10,000 | -28.6% | 67 | -22.1% | 0.01% | -33.3% |
| IEV | ISHARES TReurope etf | $11,000 | +10.0% | 200 | 0.0% | 0.01% | 0.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $8,000 | 0.0% | 46 | 0.0% | 0.01% | 0.0% | |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $5,000 | – | 100 | +100.0% | 0.00% | – |
| XLE | SELECT SECTOR SPDR TRenergy | $5,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $3,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| FUTY | Sell | FIDELITY COVINGTON TRUSTmsci utils index | $4,000 | 0.0% | 87 | -11.2% | 0.00% | -33.3% |
| VPU | VANGUARD WORLD FDSutilities etf | $3,000 | 0.0% | 22 | 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% | |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| IFGL | ISHARES TRintl dev re etf | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $0 | -100.0% | 3 | -75.0% | 0.00% | -100.0% |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -67 | -100.0% | -0.00% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -800 | -100.0% | -0.12% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -1,790 | -100.0% | -0.14% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -1,058 | -100.0% | -0.15% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -1,621 | -100.0% | -0.15% | – |
| NEA | Exit | NUVEEN AMT FREE QLTY MUN INC | $0 | – | -18,092 | -100.0% | -0.17% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -2,500 | -100.0% | -0.35% | – |
| BNL | Exit | BROADSTONE NET LEASE INC | $0 | – | -45,573 | -100.0% | -0.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS INC | 31 | Q2 2024 | 9.5% |
| FIDELITY COVINGTON TRUST | 31 | Q2 2024 | 5.4% |
| VANGUARD ADMIRAL FDS INC | 31 | Q2 2024 | 3.9% |
| LOWES COS INC | 31 | Q2 2024 | 4.0% |
| VISA INC | 31 | Q2 2024 | 3.8% |
| ISHARES TR | 31 | Q2 2024 | 4.2% |
| DUKE ENERGY CORP NEW | 31 | Q2 2024 | 3.4% |
| FIDELITY COVINGTON TRUST | 31 | Q2 2024 | 3.3% |
| JPMORGAN CHASE & CO. | 31 | Q2 2024 | 2.3% |
| DIGITAL RLTY TR INC | 31 | Q2 2024 | 2.5% |
View Armor Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-25 |
| 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 |
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.