$177 Million is the total value of Armor Investment Advisors, LLC's 172 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 17.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $8,209,000 | -6.3% | 66,700 | +3.1% | 4.64% | -6.0% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $8,115,000 | +4.5% | 386,964 | +10.5% | 4.59% | +4.9% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $7,925,000 | -6.6% | 70,599 | -6.7% | 4.48% | -6.3% |
| IGSB | Buy | ISHARES TR | $6,458,000 | +8.2% | 124,868 | +12.7% | 3.66% | +8.7% |
| LOW | Buy | LOWES COS INC | $5,607,000 | -21.5% | 27,730 | +0.3% | 3.17% | -21.2% |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $5,279,000 | -8.6% | 19,150 | 0.0% | 2.99% | -8.3% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $4,863,000 | +45.3% | 102,676 | +214.0% | 2.75% | +45.8% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $4,809,000 | +43.8% | 73,241 | +50.4% | 2.72% | +44.3% |
| V | Buy | VISA INC | $4,651,000 | +2.8% | 20,973 | +0.4% | 2.63% | +3.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $4,408,000 | +6.6% | 39,476 | +0.1% | 2.49% | +6.9% |
| DE | Sell | DEERE & CO | $3,987,000 | +20.6% | 9,596 | -0.4% | 2.26% | +21.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,701,000 | +11.0% | 46,915 | +13.8% | 2.09% | +11.4% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $3,675,000 | -7.0% | 36,692 | -5.7% | 2.08% | -6.6% |
| SO | Buy | SOUTHERN CO | $3,218,000 | +10.2% | 44,380 | +4.2% | 1.82% | +10.6% |
| DLR | Buy | DIGITAL RLTY TR INC | $3,146,000 | -13.4% | 22,185 | +8.0% | 1.78% | -13.1% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $3,079,000 | +76.1% | 83,854 | +86.4% | 1.74% | +76.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,047,000 | -12.3% | 22,353 | +1.9% | 1.72% | -12.0% |
| SOXX | Buy | ISHARES TRishares semicdtr | $2,835,000 | -7.2% | 5,991 | +6.3% | 1.60% | -6.9% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $2,798,000 | +10.2% | 52,501 | +9.5% | 1.58% | +10.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,765,000 | +3.6% | 54,284 | +5.7% | 1.56% | +4.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,500,000 | +124.4% | 9,315 | +136.8% | 1.42% | +125.3% |
| D | Buy | DOMINION ENERGY INC | $2,447,000 | +9.0% | 28,804 | +0.9% | 1.38% | +9.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,417,000 | -16.4% | 7,167 | +2.8% | 1.37% | -16.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,280,000 | +7.9% | 12,863 | +4.1% | 1.29% | +8.3% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $2,217,000 | -4.9% | 36,365 | +2.7% | 1.26% | -4.5% |
| BDX | Buy | BECTON DICKINSON & CO | $2,213,000 | +6.3% | 8,319 | +0.5% | 1.25% | +6.7% |
| PFL | Buy | PIMCO INCOME STRATEGY FD | $2,165,000 | +6.6% | 212,282 | +14.7% | 1.22% | +7.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,113,000 | -1.3% | 13,297 | +8.0% | 1.20% | -0.9% |
| XOM | Buy | EXXON MOBIL CORP | $2,033,000 | +40.4% | 24,620 | +4.0% | 1.15% | +40.9% |
| FIF | Sell | FIRST TR ENERGY INFRASTRCTR | $1,986,000 | -14.3% | 130,369 | -23.8% | 1.12% | -13.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,905,000 | +76.4% | 4,198 | +85.3% | 1.08% | +77.0% |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $1,902,000 | – | 33,925 | +100.0% | 1.08% | – |
| SVC | Buy | SERVICE PPTYS TR | $1,897,000 | +29.4% | 214,821 | +28.8% | 1.07% | +29.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,812,000 | +1.4% | 11,860 | +8.6% | 1.02% | +1.8% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,810,000 | -9.0% | 23,857 | -3.5% | 1.02% | -8.7% |
| INTC | Buy | INTEL CORP | $1,792,000 | +4.2% | 36,166 | +8.3% | 1.01% | +4.5% |
| MCD | MCDONALDS CORP | $1,764,000 | -7.7% | 7,134 | 0.0% | 1.00% | -7.4% | |
| ULST | Sell | SSGA ACTIVE ETF TRult sht trm bd | $1,657,000 | -26.2% | 41,391 | -25.6% | 0.94% | -25.8% |
| HR | Buy | HEALTHCARE RLTY TR | $1,403,000 | +2.0% | 51,050 | +17.4% | 0.79% | +2.5% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,383,000 | +24.6% | 49,804 | +32.9% | 0.78% | +25.1% |
| PSX | Buy | PHILLIPS 66 | $1,333,000 | +20.3% | 15,425 | +0.9% | 0.75% | +20.6% |
| AIA | Buy | ISHARES TRasia 50 etf | $1,280,000 | +6.4% | 18,651 | +18.7% | 0.72% | +6.8% |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,225,000 | -7.8% | 5,384 | 0.0% | 0.69% | -7.5% | |
| MUB | Sell | ISHARES TRnational mun etf | $1,146,000 | -17.1% | 10,454 | -12.1% | 0.65% | -16.8% |
| T | Sell | AT&T INC | $1,109,000 | -28.9% | 46,934 | -26.0% | 0.63% | -28.6% |
| DVY | Buy | ISHARES TRselect divid etf | $953,000 | +9.7% | 7,437 | +4.8% | 0.54% | +10.0% |
| IWR | ISHARES TRrus mid cap etf | $951,000 | -6.0% | 12,191 | 0.0% | 0.54% | -5.8% | |
| AON | Buy | AON PLC | $946,000 | +8.6% | 2,906 | +0.3% | 0.54% | +9.0% |
| MMM | 3M CO | $907,000 | -16.2% | 6,089 | 0.0% | 0.51% | -15.9% | |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $888,000 | +17.5% | 53,410 | +5.4% | 0.50% | +18.1% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $881,000 | -17.7% | 3,444 | -5.8% | 0.50% | -17.4% |
| BMY | BRISTOL-MYERS SQUIBB CO | $880,000 | +17.2% | 12,050 | 0.0% | 0.50% | +17.7% | |
| CSCO | Sell | CISCO SYS INC | $859,000 | -16.3% | 15,401 | -4.8% | 0.49% | -15.9% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $847,000 | +22.9% | 10,289 | +30.0% | 0.48% | +23.5% |
| TM | Sell | TOYOTA MOTOR CORPads | $844,000 | -14.8% | 4,682 | -12.4% | 0.48% | -14.5% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $821,000 | -19.5% | 7,847 | -17.4% | 0.46% | -19.1% |
| SYK | Sell | STRYKER CORPORATION | $784,000 | -8.6% | 2,931 | -8.7% | 0.44% | -8.3% |
| NVS | Buy | NOVARTIS AGsponsored adr | $785,000 | +11.8% | 8,951 | +11.6% | 0.44% | +12.1% |
| WMT | Buy | WALMART INC | $778,000 | +25.9% | 5,226 | +22.4% | 0.44% | +26.4% |
| NEE | Buy | NEXTERA ENERGY INC | $743,000 | -3.1% | 8,771 | +6.7% | 0.42% | -2.8% |
| IYH | Sell | ISHARES TRus hlthcare etf | $738,000 | -12.8% | 2,554 | -9.3% | 0.42% | -12.4% |
| COP | Sell | CONOCOPHILLIPS | $693,000 | +16.1% | 6,935 | -16.2% | 0.39% | +16.3% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $685,000 | +56.8% | 8,904 | +72.1% | 0.39% | +57.7% |
| RY | Sell | ROYAL BK CDA | $680,000 | -7.9% | 6,169 | -11.3% | 0.38% | -7.5% |
| LLY | LILLY ELI & CO | $669,000 | +3.6% | 2,337 | 0.0% | 0.38% | +4.1% | |
| FIDU | Buy | FIDELITY COVINGTON TRUSTmsci indl indx | $670,000 | +11.1% | 12,455 | +16.1% | 0.38% | +11.5% |
| UTG | Buy | REAVES UTIL INCOME FD | $665,000 | +18.1% | 19,246 | +20.0% | 0.38% | +18.6% |
| IRM | Buy | IRON MTN INC NEW | $649,000 | +24.3% | 11,716 | +17.5% | 0.37% | +24.8% |
| PGR | PROGRESSIVE CORP | $646,000 | +11.0% | 5,666 | 0.0% | 0.37% | +11.6% | |
| EMR | Sell | EMERSON ELEC CO | $639,000 | -9.6% | 6,515 | -14.3% | 0.36% | -9.3% |
| TIP | Buy | ISHARES TRtips bd etf | $583,000 | +31.0% | 4,678 | +35.7% | 0.33% | +31.5% |
| SPY | SPDR S&P 500 ETF TRtr unit | $567,000 | -4.9% | 1,255 | 0.0% | 0.32% | -4.5% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $563,000 | -13.4% | 4,327 | -10.9% | 0.32% | -12.8% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $555,000 | +23.3% | 16,162 | +29.7% | 0.31% | +23.6% |
| ASML | ASML HOLDING N V | $544,000 | -16.0% | 814 | 0.0% | 0.31% | -15.6% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $529,000 | +17.3% | 1 | 0.0% | 0.30% | +17.7% | |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $520,000 | -26.4% | 5,408 | -24.2% | 0.29% | -26.3% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $511,000 | -36.1% | 4,900 | -26.3% | 0.29% | -35.9% |
| AAPL | Sell | APPLE INC | $495,000 | -14.5% | 2,836 | -13.0% | 0.28% | -14.1% |
| FPF | Sell | FIRST TR INTER DURATN PFD & | $495,000 | -16.8% | 22,504 | -7.1% | 0.28% | -16.4% |
| WELL | Sell | WELLTOWER INC | $491,000 | -2.8% | 5,105 | -13.3% | 0.28% | -2.5% |
| FDX | Buy | FEDEX CORP | $483,000 | +22.9% | 2,086 | +37.3% | 0.27% | +23.0% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $479,000 | -16.7% | 12,637 | -9.5% | 0.27% | -16.4% |
| F | Sell | FORD MTR CO DEL | $472,000 | -38.5% | 27,930 | -24.3% | 0.27% | -38.2% |
| BA | Buy | BOEING CO | $469,000 | +14.4% | 2,449 | +20.2% | 0.26% | +14.7% |
| VOO | VANGUARD INDEX FDS | $409,000 | -4.9% | 985 | 0.0% | 0.23% | -4.5% | |
| SYY | Buy | SYSCO CORP | $389,000 | +76.8% | 4,770 | +70.5% | 0.22% | +77.4% |
| IWP | ISHARES TRrus md cp gr etf | $379,000 | -12.9% | 3,775 | 0.0% | 0.21% | -12.7% | |
| BSX | BOSTON SCIENTIFIC CORP | $376,000 | +4.2% | 8,497 | 0.0% | 0.21% | +4.4% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $365,000 | -7.8% | 6,780 | +94.7% | 0.21% | -7.2% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $358,000 | -15.4% | 14,377 | +78.9% | 0.20% | -14.7% |
| CAPE | BARCLAYS BANK PLCipath shilr cape | $347,000 | -2.0% | 15,560 | 0.0% | 0.20% | -2.0% | |
| AMZN | AMAZON COM INC | $342,000 | -2.3% | 105 | 0.0% | 0.19% | -1.5% | |
| NEM | Sell | NEWMONT CORP | $327,000 | +22.0% | 4,120 | -4.6% | 0.18% | +22.5% |
| TEL | TE CONNECTIVITY LTD | $327,000 | -18.9% | 2,500 | 0.0% | 0.18% | -18.5% | |
| NSC | NORFOLK SOUTHN CORP | $324,000 | -4.1% | 1,137 | 0.0% | 0.18% | -4.2% | |
| GENERAL ELECTRIC CO | $313,000 | -3.1% | 3,419 | 0.0% | 0.18% | -2.7% | ||
| MSFT | Buy | MICROSOFT CORP | $307,000 | -8.1% | 995 | +0.3% | 0.17% | -7.4% |
| XVV | Buy | ISHARES TResg scrnd s&p500 | $300,000 | -4.2% | 8,718 | +2.4% | 0.17% | -3.4% |
| KMI | Sell | KINDER MORGAN INC DEL | $282,000 | +18.5% | 14,917 | -0.6% | 0.16% | +19.4% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $274,000 | -5.8% | 2,140 | -6.6% | 0.16% | -5.5% |
| PFE | Sell | PFIZER INC | $274,000 | -16.0% | 5,293 | -4.1% | 0.16% | -15.8% |
| CMCSA | COMCAST CORP NEWcl a | $269,000 | -6.9% | 5,743 | 0.0% | 0.15% | -6.7% | |
| QS | New | QUANTUMSCAPE CORP | $260,000 | – | 13,012 | +100.0% | 0.15% | – |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $254,000 | -10.2% | 8,137 | -14.8% | 0.14% | -10.0% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $246,000 | +3.8% | 2,464 | -7.5% | 0.14% | +3.7% |
| JNK | Sell | SPDR SER TRbloomberg high y | $236,000 | -24.8% | 2,303 | -20.3% | 0.13% | -24.3% |
| VLO | New | VALERO ENERGY CORP | $224,000 | – | 2,210 | +100.0% | 0.13% | – |
| BIP | Sell | BROOKFIELD INFRAST PARTNERSlp int unit | $209,000 | +2.5% | 3,150 | -6.0% | 0.12% | +2.6% |
| YUM | YUM BRANDS INC | $203,000 | -14.3% | 1,710 | 0.0% | 0.12% | -14.2% | |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $203,000 | – | 2,642 | +100.0% | 0.12% | – |
| VGT | VANGUARD WORLD FDSinf tech etf | $198,000 | -9.2% | 475 | 0.0% | 0.11% | -8.9% | |
| IWM | ISHARES TRrussell 2000 etf | $186,000 | -7.5% | 905 | 0.0% | 0.10% | -7.1% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $186,000 | -6.5% | 2,530 | +0.0% | 0.10% | -6.2% |
| XYLD | New | GLOBAL X FDSs&p 500 covered | $186,000 | – | 3,750 | +100.0% | 0.10% | – |
| IJR | ISHARES TRcore s&p scp etf | $179,000 | -5.8% | 1,662 | 0.0% | 0.10% | -5.6% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $162,000 | -5.3% | 3,028 | +100.4% | 0.09% | -4.2% |
| VHT | VANGUARD WORLD FDShealth car etf | $141,000 | -4.7% | 555 | 0.0% | 0.08% | -3.6% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $125,000 | +204.9% | 1,155 | +224.4% | 0.07% | +208.7% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $110,000 | +3.8% | 5,105 | +2.2% | 0.06% | +3.3% |
| SDY | New | SPDR SER TRs&p divid etf | $96,000 | – | 753 | +100.0% | 0.05% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $85,000 | – | 1,930 | +100.0% | 0.05% | – |
| IYR | Sell | ISHARES TRu.s. real es etf | $83,000 | -17.8% | 766 | -11.5% | 0.05% | -17.5% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $82,000 | -7.9% | 1,090 | +100.0% | 0.05% | -8.0% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $74,000 | 0.0% | 495 | 0.0% | 0.04% | 0.0% | |
| SPMD | New | SPDR SER TRportfolio s&p400 | $73,000 | – | 1,540 | +100.0% | 0.04% | – |
| XJR | Buy | ISHARES TResg scrnd s&p sm | $72,000 | +26.3% | 1,893 | +36.3% | 0.04% | +28.1% |
| VB | VANGUARD INDEX FDSsmall cp etf | $71,000 | -6.6% | 335 | 0.0% | 0.04% | -7.0% | |
| SPSM | SPDR SER TRportfolio s&p600 | $69,000 | -5.5% | 1,633 | 0.0% | 0.04% | -4.9% | |
| IJK | ISHARES TRs&p mc 400gr etf | $65,000 | -9.7% | 840 | 0.0% | 0.04% | -9.8% | |
| EEM | ISHARES TRmsci emg mkt etf | $65,000 | -8.5% | 1,450 | 0.0% | 0.04% | -7.5% | |
| XJH | Buy | ISHARES TResg scrd s&p mid | $54,000 | +38.5% | 1,485 | +47.6% | 0.03% | +40.9% |
| IJT | ISHARES TRs&p sml 600 gwt | $53,000 | -8.6% | 420 | 0.0% | 0.03% | -9.1% | |
| PFF | New | ISHARES TRpfd and incm sec | $52,000 | – | 1,430 | +100.0% | 0.03% | – |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $51,000 | -1.9% | 708 | 0.0% | 0.03% | 0.0% | |
| USRT | ISHARES TRcre u s reit etf | $45,000 | -4.3% | 700 | 0.0% | 0.02% | -3.8% | |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $41,000 | – | 555 | +100.0% | 0.02% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $40,000 | – | 217 | +100.0% | 0.02% | – |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $40,000 | +3900.0% | 525 | +4275.0% | 0.02% | +2200.0% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $38,000 | +18.8% | 108 | 0.0% | 0.02% | +22.2% | |
| EPI | WISDOMTREE TRindia erngs fd | $34,000 | -2.9% | 951 | 0.0% | 0.02% | -5.0% | |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $32,000 | – | 230 | +100.0% | 0.02% | – |
| IVW | ISHARES TRs&p 500 grwt etf | $31,000 | -6.1% | 400 | 0.0% | 0.02% | -5.3% | |
| AAXJ | ISHARES TRmsci ac asia etf | $30,000 | -9.1% | 400 | 0.0% | 0.02% | -10.5% | |
| CWB | New | SPDR SER TRbloomberg conv | $29,000 | – | 375 | +100.0% | 0.02% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $29,000 | – | 285 | +100.0% | 0.02% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $28,000 | – | 312 | +100.0% | 0.02% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $26,000 | – | 666 | +100.0% | 0.02% | – |
| VO | VANGUARD INDEX FDSmid cap etf | $24,000 | -4.0% | 100 | 0.0% | 0.01% | 0.0% | |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $24,000 | -33.3% | 238 | -29.6% | 0.01% | -30.0% |
| VOX | New | VANGUARD WORLD FDS | $22,000 | – | 185 | +100.0% | 0.01% | – |
| IWD | Sell | ISHARES TRrus 1000 val etf | $22,000 | -12.0% | 135 | -9.4% | 0.01% | -14.3% |
| IWN | ISHARES TRrus 2000 val etf | $21,000 | -4.5% | 130 | 0.0% | 0.01% | 0.0% | |
| DHS | WISDOMTREE TRus high dividend | $19,000 | +5.6% | 215 | 0.0% | 0.01% | +10.0% | |
| IGIB | ISHARES TR | $18,000 | -5.3% | 320 | 0.0% | 0.01% | -9.1% | |
| IVE | ISHARES TRs&p 500 val etf | $12,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% | |
| IEV | ISHARES TReurope etf | $10,000 | -9.1% | 200 | 0.0% | 0.01% | 0.0% | |
| XME | New | SPDR SER TRs&p metals mng | $11,000 | – | 175 | +100.0% | 0.01% | – |
| VBR | VANGUARD INDEX FDSsm cp val etf | $8,000 | 0.0% | 46 | 0.0% | 0.01% | 0.0% | |
| IBB | ISHARES TRishares biotech | $9,000 | -10.0% | 67 | 0.0% | 0.01% | -16.7% | |
| XLE | SELECT SECTOR SPDR TRenergy | $7,000 | +40.0% | 98 | 0.0% | 0.00% | +33.3% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IDV | Sell | ISHARES TRintl sel div etf | $4,000 | -66.7% | 130 | -65.8% | 0.00% | -71.4% |
| FUTY | Sell | FIDELITY COVINGTON TRUSTmsci utils index | $3,000 | -25.0% | 53 | -39.1% | 0.00% | 0.0% |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $4,000 | – | 92 | +100.0% | 0.00% | – |
| VPU | VANGUARD WORLD FDSutilities etf | $4,000 | +33.3% | 22 | 0.0% | 0.00% | 0.0% | |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $2,000 | – | 20 | +100.0% | 0.00% | – |
| IFGL | ISHARES TRintl dev re etf | $2,000 | 0.0% | 63 | 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% | |
| FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | -100.0% | 10 | -90.4% | 0.00% | -100.0% |
| AGG | ISHARES TRcore us aggbd et | $0 | – | 3 | 0.0% | 0.00% | – | |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -935 | -100.0% | -0.02% | – |
| IEUR | Exit | ISHARES TRcore msci euro | $0 | – | -2,950 | -100.0% | -0.10% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -9,612 | -100.0% | -0.15% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -653 | -100.0% | -0.15% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -15,411 | -100.0% | -0.53% | – |
| BXMX | Exit | NUVEEN S&P 500 BUY-WRITE INC | $0 | – | -89,519 | -100.0% | -0.74% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -50,949 | -100.0% | -2.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
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.