$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ULST | New | SSGA ACTIVE ETF TRult sht trm bd | $2,244,000 | – | 55,653 | +100.0% | 1.26% | – |
| FDX | New | FEDEX CORP | $393,000 | – | 1,519 | +100.0% | 0.22% | – |
| SYY | New | SYSCO CORP | $220,000 | – | 2,797 | +100.0% | 0.12% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $204,000 | – | 3,350 | +100.0% | 0.12% | – |
| XJH | New | ISHARES TResg scrd s&p mid | $39,000 | – | 1,006 | +100.0% | 0.02% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $32,000 | – | 108 | +100.0% | 0.02% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $5,000 | – | 100 | +100.0% | 0.00% | – |
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 | 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.