$154 Million is the total value of Armor Investment Advisors, LLC's 163 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $7,076,000 | -10.7% | 69,577 | -1.4% | 4.59% | +2.3% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $6,862,000 | -15.4% | 392,791 | +1.5% | 4.45% | -3.1% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $6,465,000 | -21.2% | 66,992 | +0.4% | 4.19% | -9.8% |
| IGSB | Buy | ISHARES TR | $6,458,000 | 0.0% | 127,745 | +2.3% | 4.19% | +14.5% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $5,059,000 | +5.2% | 83,387 | +13.9% | 3.28% | +20.5% |
| LOW | Sell | LOWES COS INC | $4,807,000 | -14.3% | 27,520 | -0.8% | 3.12% | -1.8% |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $4,168,000 | -21.0% | 19,150 | 0.0% | 2.70% | -9.5% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $4,159,000 | -14.5% | 106,669 | +3.9% | 2.70% | -2.0% |
| V | Buy | VISA INC | $4,131,000 | -11.2% | 20,983 | +0.0% | 2.68% | +1.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $4,113,000 | -6.7% | 38,362 | -2.8% | 2.67% | +6.9% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,742,000 | +1.1% | 52,244 | +11.4% | 2.43% | +15.9% |
| SO | Sell | SOUTHERN CO | $3,144,000 | -2.3% | 44,085 | -0.7% | 2.04% | +11.9% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $3,095,000 | -15.8% | 31,232 | -14.9% | 2.01% | -3.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $2,972,000 | -3.5% | 94,515 | +12.7% | 1.93% | +10.6% |
| DLR | Sell | DIGITAL RLTY TR INC | $2,878,000 | -8.5% | 22,169 | -0.1% | 1.87% | +4.8% |
| DE | Sell | DEERE & CO | $2,830,000 | -29.0% | 9,448 | -1.5% | 1.84% | -18.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,639,000 | -4.6% | 51,999 | -4.2% | 1.71% | +9.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,602,000 | +4.1% | 11,502 | +23.5% | 1.69% | +19.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,445,000 | -19.8% | 21,716 | -2.8% | 1.58% | -8.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,288,000 | +0.4% | 12,889 | +0.2% | 1.48% | +15.0% |
| DGS | Sell | WISDOMTREE TRemg mkts smcap | $2,273,000 | -18.8% | 50,911 | -3.0% | 1.47% | -6.9% |
| D | Sell | DOMINION ENERGY INC | $2,240,000 | -8.5% | 28,063 | -2.6% | 1.45% | +4.8% |
| SOXX | Sell | ISHARES TRishares semicdtr | $2,070,000 | -27.0% | 5,922 | -1.2% | 1.34% | -16.3% |
| XOM | Sell | EXXON MOBIL CORP | $2,047,000 | +0.7% | 23,908 | -2.9% | 1.33% | +15.4% |
| BDX | Sell | BECTON DICKINSON & CO | $2,030,000 | -8.3% | 8,233 | -1.0% | 1.32% | +5.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,988,000 | -17.7% | 7,161 | -0.1% | 1.29% | -5.8% |
| PFL | Buy | PIMCO INCOME STRATEGY FD | $1,982,000 | -8.5% | 220,470 | +3.9% | 1.28% | +4.9% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $1,869,000 | -15.7% | 37,060 | +1.9% | 1.21% | -3.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,790,000 | -6.0% | 4,720 | +12.4% | 1.16% | +7.6% |
| MCD | MCDONALDS CORP | $1,761,000 | -0.2% | 7,134 | 0.0% | 1.14% | +14.4% | |
| FIF | Sell | FIRST TR ENERGY INFRASTRCTR | $1,756,000 | -11.6% | 122,619 | -5.9% | 1.14% | +1.2% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $1,717,000 | -9.7% | 35,762 | +5.4% | 1.11% | +3.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,704,000 | -6.0% | 11,851 | -0.1% | 1.10% | +7.8% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,573,000 | -25.6% | 12,371 | -7.0% | 1.02% | -14.7% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,443,000 | -20.3% | 23,000 | -3.6% | 0.94% | -8.7% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,419,000 | +2.6% | 55,897 | +12.2% | 0.92% | +17.5% |
| INTC | Buy | INTEL CORP | $1,368,000 | -23.7% | 36,562 | +1.1% | 0.89% | -12.5% |
| PSX | Sell | PHILLIPS 66 | $1,217,000 | -8.7% | 14,841 | -3.8% | 0.79% | +4.6% |
| SVC | Buy | SERVICE PPTYS TR | $1,162,000 | -38.7% | 222,178 | +3.4% | 0.75% | -29.8% |
| AIA | Sell | ISHARES TRasia 50 etf | $1,152,000 | -10.0% | 18,356 | -1.6% | 0.75% | +3.2% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,122,000 | -8.4% | 5,341 | -0.8% | 0.73% | +4.9% |
| ULST | Sell | SSGA ACTIVE ETF TRult sht trm bd | $1,099,000 | -33.7% | 27,606 | -33.3% | 0.71% | -24.1% |
| MUB | Sell | ISHARES TRnational mun etf | $1,043,000 | -9.0% | 9,810 | -6.2% | 0.68% | +4.2% |
| BMY | BRISTOL-MYERS SQUIBB CO | $928,000 | +5.5% | 12,050 | 0.0% | 0.60% | +20.9% | |
| T | Sell | AT&T INC | $891,000 | -19.7% | 42,522 | -9.4% | 0.58% | -8.0% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $834,000 | -6.1% | 53,553 | +0.3% | 0.54% | +7.6% |
| DVY | Sell | ISHARES TRselect divid etf | $831,000 | -12.8% | 7,060 | -5.1% | 0.54% | 0.0% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $801,000 | -5.4% | 10,875 | +5.7% | 0.52% | +8.4% |
| BXMX | New | NUVEEN S&P 500 BUY-WRITE INC | $795,000 | – | 64,278 | +100.0% | 0.52% | – |
| SUB | Sell | ISHARES TRshrt nat mun etf | $790,000 | -3.8% | 7,546 | -3.8% | 0.51% | +10.1% |
| AON | Buy | AON PLC | $785,000 | -17.0% | 2,911 | +0.2% | 0.51% | -4.9% |
| MMM | Sell | 3M CO | $783,000 | -13.7% | 6,047 | -0.7% | 0.51% | -1.0% |
| LLY | LILLY ELI & CO | $758,000 | +13.3% | 2,337 | 0.0% | 0.49% | +29.6% | |
| NVS | Sell | NOVARTIS AGsponsored adr | $733,000 | -6.6% | 8,670 | -3.1% | 0.48% | +7.0% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $724,000 | +5.7% | 9,966 | +11.9% | 0.47% | +20.9% |
| IWO | ISHARES TRrus 2000 grw etf | $711,000 | -19.3% | 3,444 | 0.0% | 0.46% | -7.6% | |
| TM | Sell | TOYOTA MOTOR CORPads | $691,000 | -18.1% | 4,482 | -4.3% | 0.45% | -6.3% |
| IYH | ISHARES TRus hlthcare etf | $687,000 | -6.9% | 2,554 | 0.0% | 0.44% | +6.5% | |
| WMT | Buy | WALMART INC | $674,000 | -13.4% | 5,546 | +6.1% | 0.44% | -0.7% |
| NEE | Sell | NEXTERA ENERGY INC | $673,000 | -9.4% | 8,684 | -1.0% | 0.44% | +3.8% |
| TIP | Buy | ISHARES TRtips bd etf | $669,000 | +14.8% | 5,877 | +25.6% | 0.43% | +31.5% |
| PGR | Sell | PROGRESSIVE CORP | $653,000 | +1.1% | 5,615 | -0.9% | 0.42% | +15.6% |
| IWR | Sell | ISHARES TRrus mid cap etf | $650,000 | -31.7% | 10,051 | -17.6% | 0.42% | -21.7% |
| CSCO | Sell | CISCO SYS INC | $642,000 | -25.3% | 15,051 | -2.3% | 0.42% | -14.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $593,000 | +5.3% | 4,203 | -2.9% | 0.38% | +20.4% |
| FIDU | Buy | FIDELITY COVINGTON TRUSTmsci indl indx | $587,000 | -12.4% | 12,996 | +4.3% | 0.38% | +0.5% |
| IRM | Sell | IRON MTN INC NEW | $564,000 | -13.1% | 11,593 | -1.0% | 0.37% | -0.3% |
| UTG | Sell | REAVES UTIL INCOME FD | $560,000 | -15.8% | 18,076 | -6.1% | 0.36% | -3.5% |
| SYK | Sell | STRYKER CORPORATION | $557,000 | -29.0% | 2,800 | -4.5% | 0.36% | -18.7% |
| COP | Sell | CONOCOPHILLIPS | $551,000 | -20.5% | 6,136 | -11.5% | 0.36% | -8.9% |
| RY | Sell | ROYAL BK CDA | $541,000 | -20.4% | 5,586 | -9.5% | 0.35% | -8.8% |
| FDX | Buy | FEDEX CORP | $513,000 | +6.2% | 2,263 | +8.5% | 0.33% | +22.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $468,000 | -17.5% | 1,240 | -1.2% | 0.30% | -5.6% |
| EMR | Sell | EMERSON ELEC CO | $450,000 | -29.6% | 5,658 | -13.2% | 0.29% | -19.3% |
| SYY | Buy | SYSCO CORP | $450,000 | +15.7% | 5,314 | +11.4% | 0.29% | +32.7% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $444,000 | -20.0% | 17,152 | +6.1% | 0.29% | -8.3% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $416,000 | -13.2% | 12,566 | -0.6% | 0.27% | -0.4% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $409,000 | -22.7% | 1 | 0.0% | 0.26% | -11.4% | |
| New | T ROWE PRICE ETF INCultra shrt trm | $403,000 | – | 8,278 | +100.0% | 0.26% | – | |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $397,000 | -23.7% | 4,486 | -17.0% | 0.26% | -12.6% |
| WELL | Sell | WELLTOWER INC | $396,000 | -19.3% | 4,805 | -5.9% | 0.26% | -7.6% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $392,000 | -23.3% | 4,800 | -2.0% | 0.25% | -12.1% |
| ASML | ASML HOLDING N V | $387,000 | -28.9% | 814 | 0.0% | 0.25% | -18.5% | |
| VOO | Buy | VANGUARD INDEX FDS | $367,000 | -10.3% | 1,057 | +7.3% | 0.24% | +3.0% |
| AAPL | Sell | APPLE INC | $364,000 | -26.5% | 2,661 | -6.2% | 0.24% | -15.7% |
| BA | Buy | BOEING CO | $345,000 | -26.4% | 2,523 | +3.0% | 0.22% | -15.5% |
| FPF | Sell | FIRST TR INTER DURATN PFD & | $340,000 | -31.3% | 18,223 | -19.0% | 0.22% | -21.4% |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $322,000 | +73.1% | 7,544 | +101.2% | 0.21% | +99.0% |
| BSX | BOSTON SCIENTIFIC CORP | $317,000 | -15.7% | 8,497 | 0.0% | 0.20% | -3.8% | |
| IWP | ISHARES TRrus md cp gr etf | $299,000 | -21.1% | 3,775 | 0.0% | 0.19% | -9.3% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $294,000 | -19.5% | 6,580 | -2.9% | 0.19% | -7.7% |
| CAPE | BARCLAYS BANK PLCipath shilr cape | $291,000 | -16.1% | 15,560 | 0.0% | 0.19% | -3.6% | |
| F | Sell | FORD MTR CO DEL | $286,000 | -39.4% | 25,732 | -7.9% | 0.18% | -30.7% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $286,000 | -20.1% | 13,575 | -5.6% | 0.18% | -8.9% |
| TEL | TE CONNECTIVITY LTD | $283,000 | -13.5% | 2,500 | 0.0% | 0.18% | -1.1% | |
| PFE | Sell | PFIZER INC | $260,000 | -5.1% | 4,954 | -6.4% | 0.17% | +9.0% |
| New | CAPITAL GROUP GROWTH ETF | $252,000 | – | 12,620 | +100.0% | 0.16% | – | |
| KMI | Sell | KINDER MORGAN INC DEL | $250,000 | -11.3% | 14,914 | -0.0% | 0.16% | +1.2% |
| NSC | Sell | NORFOLK SOUTHN CORP | $250,000 | -22.8% | 1,100 | -3.3% | 0.16% | -11.5% |
| XVV | Sell | ISHARES TResg scrnd s&p500 | $247,000 | -17.7% | 8,683 | -0.4% | 0.16% | -5.9% |
| AEP | AMERICAN ELEC PWR CO INC | $236,000 | -4.1% | 2,464 | 0.0% | 0.15% | +10.1% | |
| VLO | VALERO ENERGY CORP | $235,000 | +4.9% | 2,210 | 0.0% | 0.15% | +19.7% | |
| MSFT | Sell | MICROSOFT CORP | $230,000 | -25.1% | 895 | -10.1% | 0.15% | -14.4% |
| NEM | Sell | NEWMONT CORP | $228,000 | -30.3% | 3,821 | -7.3% | 0.15% | -20.0% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $225,000 | -17.9% | 2,140 | 0.0% | 0.15% | -5.8% | |
| AMZN | Buy | AMAZON COM INC | $221,000 | -35.4% | 2,080 | +1881.0% | 0.14% | -26.3% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $218,000 | -19.0% | 5,568 | -3.0% | 0.14% | -7.2% |
| GENERAL ELECTRIC CO | $218,000 | -30.4% | 3,419 | 0.0% | 0.14% | -20.3% | ||
| JNK | Sell | SPDR SER TRbloomberg high y | $206,000 | -12.7% | 2,271 | -1.4% | 0.13% | 0.0% |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $202,000 | -20.5% | 7,149 | -12.1% | 0.13% | -9.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $159,000 | -14.5% | 2,548 | +0.7% | 0.10% | -1.9% |
| VGT | VANGUARD WORLD FDSinf tech etf | $155,000 | -21.7% | 475 | 0.0% | 0.10% | -10.7% | |
| IJR | ISHARES TRcore s&p scp etf | $154,000 | -14.0% | 1,662 | 0.0% | 0.10% | -1.0% | |
| IWM | ISHARES TRrussell 2000 etf | $153,000 | -17.7% | 905 | 0.0% | 0.10% | -5.7% | |
| QS | Buy | QUANTUMSCAPE CORP | $134,000 | -48.5% | 15,599 | +19.9% | 0.09% | -40.8% |
| VHT | VANGUARD WORLD FDShealth car etf | $131,000 | -7.1% | 555 | 0.0% | 0.08% | +6.2% | |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $122,000 | -24.7% | 2,761 | -8.8% | 0.08% | -14.1% |
| VNQ | VANGUARD INDEX FDSreal estate etf | $105,000 | -16.0% | 1,155 | 0.0% | 0.07% | -4.2% | |
| ICLN | Sell | ISHARES TRgl clean ene etf | $93,000 | -15.5% | 4,865 | -4.7% | 0.06% | -3.2% |
| SPYD | SPDR SER TRprtflo s&p500 hi | $77,000 | -9.4% | 1,930 | 0.0% | 0.05% | +4.2% | |
| IYR | ISHARES TRu.s. real es etf | $70,000 | -15.7% | 766 | 0.0% | 0.04% | -4.3% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $63,000 | -23.2% | 1,090 | 0.0% | 0.04% | -10.9% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $64,000 | -13.5% | 495 | 0.0% | 0.04% | -2.4% | |
| XJR | Sell | ISHARES TResg scrnd s&p sm | $61,000 | -15.3% | 1,872 | -1.1% | 0.04% | -2.4% |
| XJH | Buy | ISHARES TResg scrd s&p mid | $61,000 | +13.0% | 1,985 | +33.7% | 0.04% | +29.0% |
| VB | VANGUARD INDEX FDSsmall cp etf | $59,000 | -16.9% | 335 | 0.0% | 0.04% | -5.0% | |
| IJK | ISHARES TRs&p mc 400gr etf | $54,000 | -16.9% | 840 | 0.0% | 0.04% | -5.4% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $52,000 | -20.0% | 1,300 | -10.3% | 0.03% | -8.1% |
| PFF | ISHARES TRpfd and incm sec | $47,000 | -9.6% | 1,430 | 0.0% | 0.03% | +3.4% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $44,000 | -13.7% | 708 | 0.0% | 0.03% | 0.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $44,000 | -17.0% | 420 | 0.0% | 0.03% | -3.3% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $39,000 | -4.9% | 555 | 0.0% | 0.02% | +8.7% | |
| USRT | ISHARES TRcre u s reit etf | $37,000 | -17.8% | 700 | 0.0% | 0.02% | -4.0% | |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $37,000 | -7.5% | 513 | -2.3% | 0.02% | +4.3% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $29,000 | -23.7% | 108 | 0.0% | 0.02% | -13.6% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $29,000 | -9.4% | 230 | 0.0% | 0.02% | +5.6% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $30,000 | -25.0% | 217 | 0.0% | 0.02% | -17.4% | |
| AAXJ | ISHARES TRmsci ac asia etf | $28,000 | -6.7% | 400 | 0.0% | 0.02% | +5.9% | |
| EPI | WISDOMTREE TRindia erngs fd | $28,000 | -17.6% | 951 | 0.0% | 0.02% | -5.3% | |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $26,000 | -62.3% | 733 | -55.1% | 0.02% | -56.4% |
| IVW | ISHARES TRs&p 500 grwt etf | $24,000 | -22.6% | 400 | 0.0% | 0.02% | -11.1% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $25,000 | -13.8% | 285 | 0.0% | 0.02% | 0.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $23,000 | -17.9% | 312 | 0.0% | 0.02% | -6.2% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $21,000 | -19.2% | 666 | 0.0% | 0.01% | -6.7% | |
| IWD | ISHARES TRrus 1000 val etf | $20,000 | -9.1% | 135 | 0.0% | 0.01% | +8.3% | |
| ITOT | ISHARES TRcore s&p ttl stk | $20,000 | -16.7% | 238 | 0.0% | 0.01% | -7.1% | |
| VO | VANGUARD INDEX FDSmid cap etf | $20,000 | -16.7% | 100 | 0.0% | 0.01% | -7.1% | |
| IWN | ISHARES TRrus 2000 val etf | $18,000 | -14.3% | 130 | 0.0% | 0.01% | 0.0% | |
| DHS | WISDOMTREE TRus high dividend | $18,000 | -5.3% | 215 | 0.0% | 0.01% | +9.1% | |
| VOX | VANGUARD WORLD FDS | $17,000 | -22.7% | 185 | 0.0% | 0.01% | -8.3% | |
| IGIB | ISHARES TR | $16,000 | -11.1% | 320 | 0.0% | 0.01% | 0.0% | |
| IVE | ISHARES TRs&p 500 val etf | $11,000 | -8.3% | 80 | 0.0% | 0.01% | 0.0% | |
| IEV | ISHARES TReurope etf | $9,000 | -10.0% | 200 | 0.0% | 0.01% | 0.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $7,000 | -12.5% | 46 | 0.0% | 0.01% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $4,000 | 0.0% | 92 | 0.0% | 0.00% | +50.0% | |
| IDV | ISHARES TRintl sel div etf | $4,000 | 0.0% | 130 | 0.0% | 0.00% | +50.0% | |
| VPU | VANGUARD WORLD FDSutilities etf | $3,000 | -25.0% | 22 | 0.0% | 0.00% | 0.0% | |
| FUTY | FIDELITY COVINGTON TRUSTmsci utils index | $2,000 | -33.3% | 53 | 0.0% | 0.00% | -50.0% | |
| 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% | |
| IFGL | ISHARES TRintl dev re etf | $1,000 | -50.0% | 63 | 0.0% | 0.00% | 0.0% | |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | 11 | +10.0% | 0.00% | – |
| AGG | ISHARES TRcore us aggbd et | $0 | – | 3 | 0.0% | 0.00% | – | |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -20 | -100.0% | -0.00% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -100 | -100.0% | -0.00% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -98 | -100.0% | -0.00% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -67 | -100.0% | -0.01% | – |
| XME | Exit | SPDR SER TRs&p metals mng | $0 | – | -175 | -100.0% | -0.01% | – |
| CWB | Exit | SPDR SER TRbloomberg conv | $0 | – | -375 | -100.0% | -0.02% | – |
| SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -1,540 | -100.0% | -0.04% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -753 | -100.0% | -0.05% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -1,710 | -100.0% | -0.12% | – |
| NGG | Exit | NATIONAL GRID PLCsponsored adr ne | $0 | – | -2,642 | -100.0% | -0.12% | – |
| BIP | Exit | BROOKFIELD INFRAST PARTNERSlp int unit | $0 | – | -3,150 | -100.0% | -0.12% | – |
| HR | Exit | HEALTHCARE RLTY TR | $0 | – | -51,050 | -100.0% | -0.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-01
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.