$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 | 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.