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