$147 Million is the total value of Armor Investment Advisors, LLC's 163 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 13.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $6,546,000 | -7.5% | 68,991 | -0.8% | 4.46% | -2.8% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $6,374,000 | -7.1% | 407,021 | +3.6% | 4.34% | -2.4% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $6,151,000 | -4.9% | 67,641 | +1.0% | 4.19% | -0.0% |
| LOW | Sell | LOWES COS INC | $4,987,000 | +3.7% | 26,553 | -3.5% | 3.40% | +9.0% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $4,761,000 | -5.9% | 82,588 | -1.0% | 3.24% | -1.1% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $4,502,000 | +8.2% | 119,088 | +11.6% | 3.07% | +13.8% |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,994,000 | -4.2% | 19,150 | 0.0% | 2.72% | +0.7% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,690,000 | -1.4% | 55,540 | +6.3% | 2.51% | +3.6% |
| V | Sell | VISA INC | $3,682,000 | -10.9% | 20,726 | -1.2% | 2.51% | -6.3% |
| IGSB | Sell | ISHARES TR | $3,525,000 | -45.4% | 71,537 | -44.0% | 2.40% | -42.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $3,405,000 | +30.9% | 15,530 | +35.0% | 2.32% | +37.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $3,256,000 | -20.8% | 35,003 | -8.8% | 2.22% | -16.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $2,997,000 | +0.8% | 106,541 | +12.7% | 2.04% | +6.0% |
| DE | Sell | DEERE & CO | $2,817,000 | -0.5% | 8,437 | -10.7% | 1.92% | +4.6% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $2,801,000 | -9.5% | 28,337 | -9.3% | 1.91% | -4.9% |
| SO | Sell | SOUTHERN CO | $2,769,000 | -11.9% | 40,727 | -7.6% | 1.89% | -7.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,563,000 | +43.2% | 7,146 | +51.4% | 1.75% | +50.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,470,000 | +1.0% | 23,634 | +8.8% | 1.68% | +6.2% |
| New | J P MORGAN EXCHANGE TRADED F | $2,382,000 | – | 53,760 | +100.0% | 1.62% | – | |
| New | PGIM ETF TRtotal return bon | $2,359,000 | – | 57,926 | +100.0% | 1.61% | – | |
| DLR | Buy | DIGITAL RLTY TR INC | $2,264,000 | -21.3% | 22,832 | +3.0% | 1.54% | -17.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,166,000 | -5.3% | 13,258 | +2.9% | 1.48% | -0.5% |
| XOM | Buy | EXXON MOBIL CORP | $2,119,000 | +3.5% | 24,266 | +1.5% | 1.44% | +8.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,915,000 | -27.4% | 50,430 | -3.0% | 1.30% | -23.7% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,841,000 | -7.4% | 7,154 | -0.1% | 1.25% | -2.7% |
| D | Sell | DOMINION ENERGY INC | $1,781,000 | -20.5% | 25,776 | -8.1% | 1.21% | -16.5% |
| SOXX | Sell | ISHARES TRishares semicdtr | $1,773,000 | -14.3% | 5,562 | -6.1% | 1.21% | -10.0% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $1,752,000 | -6.3% | 37,132 | +0.2% | 1.19% | -1.5% |
| DGS | Sell | WISDOMTREE TRemg mkts smcap | $1,676,000 | -26.3% | 42,085 | -17.3% | 1.14% | -22.5% |
| BDX | Sell | BECTON DICKINSON & CO | $1,674,000 | -17.5% | 7,514 | -8.7% | 1.14% | -13.4% |
| MCD | Sell | MCDONALDS CORP | $1,635,000 | -7.2% | 7,085 | -0.7% | 1.11% | -2.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,527,000 | -10.4% | 12,093 | +2.0% | 1.04% | -5.9% |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $1,470,000 | -14.4% | 31,600 | -11.6% | 1.00% | -10.1% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,407,000 | -10.6% | 11,847 | -4.2% | 0.96% | -6.0% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,362,000 | -5.6% | 22,504 | -2.2% | 0.93% | -0.7% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,357,000 | -4.4% | 60,558 | +8.3% | 0.92% | +0.4% |
| FIF | Sell | FIRST TR ENERGY INFRASTRCTR | $1,347,000 | -23.3% | 101,039 | -17.6% | 0.92% | -19.3% |
| SVC | Buy | SERVICE PPTYS TR | $1,305,000 | +12.3% | 251,452 | +13.2% | 0.89% | +18.1% |
| New | ADVISORS INNER CIRCLE FD IIIstrategas macro | $1,292,000 | – | 59,977 | +100.0% | 0.88% | – | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,231,000 | +9.7% | 5,441 | +1.9% | 0.84% | +15.4% |
| PSX | Sell | PHILLIPS 66 | $1,174,000 | -3.5% | 14,541 | -2.0% | 0.80% | +1.4% |
| New | HEALTHCARE RLTY TR | $1,146,000 | – | 54,982 | +100.0% | 0.78% | – | |
| MUB | Sell | ISHARES TRnational mun etf | $991,000 | -5.0% | 9,656 | -1.6% | 0.68% | -0.1% |
| ULST | Sell | SSGA ACTIVE ETF TRult sht trm bd | $988,000 | -10.1% | 24,744 | -10.4% | 0.67% | -5.5% |
| WMT | Buy | WALMART INC | $936,000 | +38.9% | 7,219 | +30.2% | 0.64% | +46.0% |
| New | PIMCO ETF TRsr ln active etf | $862,000 | – | 17,779 | +100.0% | 0.59% | – | |
| BMY | BRISTOL-MYERS SQUIBB CO | $857,000 | -7.7% | 12,050 | 0.0% | 0.58% | -3.0% | |
| AON | Buy | AON PLC | $781,000 | -0.5% | 2,917 | +0.2% | 0.53% | +4.5% |
| LLY | Buy | LILLY ELI & CO | $769,000 | +1.5% | 2,379 | +1.8% | 0.52% | +6.7% |
| PFL | Sell | PIMCO INCOME STRATEGY FD | $741,000 | -62.6% | 92,920 | -57.9% | 0.50% | -60.7% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $741,000 | +2.3% | 11,208 | +12.5% | 0.50% | +7.7% |
| DVY | Sell | ISHARES TRselect divid etf | $731,000 | -12.0% | 6,815 | -3.5% | 0.50% | -7.6% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $724,000 | -8.4% | 7,051 | -6.6% | 0.49% | -3.7% |
| HYDB | New | ISHARES TRhigh yld bd fctr | $714,000 | – | 16,754 | +100.0% | 0.49% | – |
| NEE | Buy | NEXTERA ENERGY INC | $693,000 | +3.0% | 8,838 | +1.8% | 0.47% | +8.3% |
| MMM | 3M CO | $668,000 | -14.7% | 6,047 | 0.0% | 0.46% | -10.4% | |
| PGR | Buy | PROGRESSIVE CORP | $667,000 | +2.1% | 5,740 | +2.2% | 0.45% | +7.3% |
| FIDU | Buy | FIDELITY COVINGTON TRUSTmsci indl indx | $650,000 | +10.7% | 14,877 | +14.5% | 0.44% | +16.3% |
| IYH | ISHARES TRus hlthcare etf | $646,000 | -6.0% | 2,554 | 0.0% | 0.44% | -1.1% | |
| NVS | Sell | NOVARTIS AGsponsored adr | $620,000 | -15.4% | 8,157 | -5.9% | 0.42% | -11.2% |
| IWR | Sell | ISHARES TRrus mid cap etf | $616,000 | -5.2% | 9,919 | -1.3% | 0.42% | -0.2% |
| COP | Sell | CONOCOPHILLIPS | $611,000 | +10.9% | 5,974 | -2.6% | 0.42% | +16.5% |
| Buy | CAPITAL GROUP GROWTH ETF | $593,000 | +135.3% | 30,393 | +140.8% | 0.40% | +147.9% | |
| BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $590,000 | -25.8% | 49,657 | -22.7% | 0.40% | -21.9% |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $575,000 | -31.1% | 50,784 | -5.2% | 0.39% | -27.5% |
| CSCO | Sell | CISCO SYS INC | $570,000 | -11.2% | 14,248 | -5.3% | 0.39% | -6.7% |
| T | Sell | AT&T INC | $558,000 | -37.4% | 36,354 | -14.5% | 0.38% | -34.3% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $551,000 | -22.5% | 2,669 | -22.5% | 0.38% | -18.7% |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $507,000 | +57.5% | 13,301 | +76.3% | 0.34% | +65.1% |
| SYY | Buy | SYSCO CORP | $500,000 | +11.1% | 7,077 | +33.2% | 0.34% | +16.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $499,000 | -15.9% | 4,200 | -0.1% | 0.34% | -11.5% |
| Buy | T ROWE PRICE ETF INCultra shrt trm | $491,000 | +21.8% | 10,116 | +22.2% | 0.34% | +28.4% | |
| TM | Sell | TOYOTA MOTOR CORPads | $488,000 | -29.4% | 3,745 | -16.4% | 0.33% | -25.9% |
| SYK | Sell | STRYKER CORPORATION | $486,000 | -12.7% | 2,400 | -14.3% | 0.33% | -8.3% |
| IRM | Sell | IRON MTN INC DEL | $471,000 | -16.5% | 10,718 | -7.5% | 0.32% | -12.3% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $458,000 | +3.2% | 19,995 | +16.6% | 0.31% | +8.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $448,000 | -4.3% | 1,253 | +1.0% | 0.30% | +0.7% |
| RY | Sell | ROYAL BK CDA | $442,000 | -18.3% | 4,906 | -12.2% | 0.30% | -14.2% |
| INTC | Sell | INTEL CORP | $438,000 | -68.0% | 16,997 | -53.5% | 0.30% | -66.4% |
| FDX | Buy | FEDEX CORP | $436,000 | -15.0% | 2,934 | +29.7% | 0.30% | -10.8% |
| AAPL | Buy | APPLE INC | $433,000 | +19.0% | 3,135 | +17.8% | 0.30% | +25.0% |
| PULS | New | PGIM ETF TRpgim ultra sh bd | $409,000 | – | 8,339 | +100.0% | 0.28% | – |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $406,000 | -0.7% | 1 | 0.0% | 0.28% | +4.5% | |
| EMR | Sell | EMERSON ELEC CO | $370,000 | -17.8% | 5,059 | -10.6% | 0.25% | -13.7% |
| UTG | Sell | REAVES UTIL INCOME FD | $365,000 | -34.8% | 13,415 | -25.8% | 0.25% | -31.4% |
| BA | Buy | BOEING CO | $366,000 | +6.1% | 3,019 | +19.7% | 0.25% | +11.2% |
| VOO | VANGUARD INDEX FDS | $347,000 | -5.4% | 1,057 | 0.0% | 0.24% | -0.8% | |
| ASML | ASML HOLDING N V | $338,000 | -12.7% | 814 | 0.0% | 0.23% | -8.4% | |
| WY | Sell | WEYERHAEUSER CO MTN BE | $336,000 | -19.2% | 11,766 | -6.4% | 0.23% | -15.2% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $329,000 | -16.1% | 4,800 | 0.0% | 0.22% | -11.8% | |
| BSX | BOSTON SCIENTIFIC CORP | $329,000 | +3.8% | 8,497 | 0.0% | 0.22% | +9.3% | |
| IWP | ISHARES TRrus md cp gr etf | $296,000 | -1.0% | 3,775 | 0.0% | 0.20% | +4.1% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $279,000 | -5.1% | 6,580 | 0.0% | 0.19% | -0.5% | |
| CAPE | Sell | BARCLAYS BANK PLCipath shilr cape | $278,000 | -4.5% | 15,200 | -2.3% | 0.19% | 0.0% |
| TEL | TE CONNECTIVITY LTD | $276,000 | -2.5% | 2,500 | 0.0% | 0.19% | +2.7% | |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $251,000 | -12.2% | 13,428 | -1.1% | 0.17% | -7.6% |
| F | Sell | FORD MTR CO DEL | $251,000 | -12.2% | 22,427 | -12.8% | 0.17% | -7.6% |
| KMI | Sell | KINDER MORGAN INC DEL | $238,000 | -4.8% | 14,327 | -3.9% | 0.16% | 0.0% |
| VLO | VALERO ENERGY CORP | $236,000 | +0.4% | 2,210 | 0.0% | 0.16% | +5.9% | |
| AMZN | AMAZON COM INC | $235,000 | +6.3% | 2,080 | 0.0% | 0.16% | +11.9% | |
| XVV | Buy | ISHARES TResg scrnd s&p500 | $234,000 | -5.3% | 8,708 | +0.3% | 0.16% | -0.6% |
| NSC | NORFOLK SOUTHN CORP | $231,000 | -7.6% | 1,100 | 0.0% | 0.16% | -3.1% | |
| FPF | Sell | FIRST TR INTER DURATN PFD & | $229,000 | -32.6% | 13,836 | -24.1% | 0.16% | -29.1% |
| WELL | Sell | WELLTOWER INC | $228,000 | -42.4% | 3,545 | -26.2% | 0.16% | -39.7% |
| MSFT | Buy | MICROSOFT CORP | $225,000 | -2.2% | 965 | +7.8% | 0.15% | +2.7% |
| ALB | New | ALBEMARLE CORP | $222,000 | – | 839 | +100.0% | 0.15% | – |
| PFE | Buy | PFIZER INC | $217,000 | -16.5% | 4,955 | +0.0% | 0.15% | -12.4% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $213,000 | -5.3% | 2,040 | -4.7% | 0.14% | -0.7% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $211,000 | -46.9% | 2,413 | -46.2% | 0.14% | -44.0% |
| GENERAL ELECTRIC CO | $212,000 | -2.8% | 3,419 | 0.0% | 0.14% | +2.1% | ||
| QS | Buy | QUANTUMSCAPE CORP | $196,000 | +46.3% | 23,274 | +49.2% | 0.13% | +54.0% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $188,000 | -76.5% | 2,628 | -75.8% | 0.13% | -75.3% |
| TIP | Sell | ISHARES TRtips bd etf | $168,000 | -74.9% | 1,597 | -72.8% | 0.11% | -73.7% |
| IWM | ISHARES TRrussell 2000 etf | $149,000 | -2.6% | 905 | 0.0% | 0.10% | +3.0% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $147,000 | -7.5% | 2,630 | +3.2% | 0.10% | -2.9% |
| VGT | VANGUARD WORLD FDSinf tech etf | $146,000 | -5.8% | 475 | 0.0% | 0.10% | -1.0% | |
| VHT | VANGUARD WORLD FDShealth car etf | $124,000 | -5.3% | 555 | 0.0% | 0.08% | -1.2% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $116,000 | -4.9% | 2,761 | 0.0% | 0.08% | 0.0% | |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $110,000 | +74.6% | 1,979 | +81.6% | 0.08% | +82.9% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $105,000 | +138.6% | 1,799 | +154.1% | 0.07% | +148.3% |
| SUSB | New | ISHARES TResg awre 1 5 yr | $101,000 | – | 4,316 | +100.0% | 0.07% | – |
| ICLN | ISHARES TRgl clean ene etf | $93,000 | 0.0% | 4,865 | 0.0% | 0.06% | +5.0% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $93,000 | -11.4% | 1,155 | 0.0% | 0.06% | -7.4% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $86,000 | -44.2% | 985 | -40.7% | 0.06% | -41.0% |
| AIA | Sell | ISHARES TRasia 50 etf | $74,000 | -93.6% | 1,482 | -91.9% | 0.05% | -93.3% |
| HYXF | New | ISHARES TResg advncd hy bd | $70,000 | – | 1,666 | +100.0% | 0.05% | – |
| XJH | Buy | ISHARES TResg scrd s&p mid | $61,000 | 0.0% | 2,035 | +2.5% | 0.04% | +5.0% |
| IYR | ISHARES TRu.s. real es etf | $62,000 | -11.4% | 766 | 0.0% | 0.04% | -6.7% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $60,000 | -6.2% | 495 | 0.0% | 0.04% | 0.0% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $57,000 | -3.4% | 335 | 0.0% | 0.04% | +2.6% | |
| XJR | ISHARES TResg scrnd s&p sm | $57,000 | -6.6% | 1,872 | 0.0% | 0.04% | -2.5% | |
| IJK | ISHARES TRs&p mc 400gr etf | $53,000 | -1.9% | 840 | 0.0% | 0.04% | +2.9% | |
| EEM | ISHARES TRmsci emg mkt etf | $45,000 | -13.5% | 1,300 | 0.0% | 0.03% | -8.8% | |
| IJT | ISHARES TRs&p sml 600 gwt | $43,000 | -2.3% | 420 | 0.0% | 0.03% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $36,000 | -7.7% | 555 | 0.0% | 0.02% | 0.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $34,000 | -8.1% | 513 | 0.0% | 0.02% | -4.2% | |
| USRT | ISHARES TRcre u s reit etf | $33,000 | -10.8% | 700 | 0.0% | 0.02% | -8.3% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $31,000 | +3.3% | 217 | 0.0% | 0.02% | +10.5% | |
| EPI | WISDOMTREE TRindia erngs fd | $29,000 | +3.6% | 951 | 0.0% | 0.02% | +11.1% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $28,000 | -3.4% | 230 | 0.0% | 0.02% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $24,000 | -4.0% | 285 | 0.0% | 0.02% | 0.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $23,000 | -4.2% | 400 | 0.0% | 0.02% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $20,000 | -4.8% | 666 | 0.0% | 0.01% | 0.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $21,000 | -8.7% | 312 | 0.0% | 0.01% | -6.7% | |
| VO | VANGUARD INDEX FDSmid cap etf | $19,000 | -5.0% | 100 | 0.0% | 0.01% | 0.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $19,000 | -5.0% | 238 | 0.0% | 0.01% | 0.0% | |
| IWN | ISHARES TRrus 2000 val etf | $17,000 | -5.6% | 130 | 0.0% | 0.01% | 0.0% | |
| IWD | ISHARES TRrus 1000 val etf | $18,000 | -10.0% | 135 | 0.0% | 0.01% | -7.7% | |
| DHS | WISDOMTREE TRus high dividend | $16,000 | -11.1% | 215 | 0.0% | 0.01% | -8.3% | |
| VOX | VANGUARD WORLD FDS | $15,000 | -11.8% | 185 | 0.0% | 0.01% | -9.1% | |
| AAXJ | Sell | ISHARES TRmsci ac asia etf | $12,000 | -57.1% | 200 | -50.0% | 0.01% | -55.6% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $10,000 | -9.1% | 81 | +1.2% | 0.01% | 0.0% |
| IEV | ISHARES TReurope etf | $8,000 | -11.1% | 200 | 0.0% | 0.01% | -16.7% | |
| IGIB | Sell | ISHARES TR | $8,000 | -50.0% | 160 | -50.0% | 0.01% | -50.0% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $7,000 | 0.0% | 46 | 0.0% | 0.01% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $3,000 | -25.0% | 92 | 0.0% | 0.00% | -33.3% | |
| IDV | ISHARES TRintl sel div etf | $3,000 | -25.0% | 130 | 0.0% | 0.00% | -33.3% | |
| VPU | VANGUARD WORLD FDSutilities etf | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| FUTY | Sell | FIDELITY COVINGTON TRUSTmsci utils index | $1,000 | -50.0% | 32 | -39.6% | 0.00% | 0.0% |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| IFGL | Sell | ISHARES TRintl dev re etf | $1,000 | 0.0% | 33 | -47.6% | 0.00% | 0.0% |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | 11 | 0.0% | 0.00% | – | |
| AGG | ISHARES TRcore us aggbd et | $0 | – | 3 | 0.0% | 0.00% | – | |
| SPYX | Exit | SPDR SER TRspdr s&p 500 etf | $0 | – | -20 | -100.0% | -0.00% | – |
| SPSM | Exit | SPDR SER TRportfolio s&p600 | $0 | – | -733 | -100.0% | -0.02% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -108 | -100.0% | -0.02% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -1,430 | -100.0% | -0.03% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -1,930 | -100.0% | -0.05% | – |
| OHI | Exit | OMEGA HEALTHCARE INVS INC | $0 | – | -7,149 | -100.0% | -0.13% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -2,271 | -100.0% | -0.13% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -5,568 | -100.0% | -0.14% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -3,821 | -100.0% | -0.15% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -2,464 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-31
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.