$164 Million is the total value of Armor Investment Advisors, LLC's 171 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 19.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $7,380,926 | +12.8% | 68,209 | -1.1% | 4.49% | +0.6% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $6,863,737 | +7.7% | 431,410 | +6.0% | 4.17% | -3.9% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $6,485,504 | +5.4% | 68,622 | +1.5% | 3.94% | -5.9% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $5,407,891 | +20.1% | 133,495 | +12.1% | 3.29% | +7.2% |
| LOW | Sell | LOWES COS INC | $5,282,849 | +5.9% | 26,515 | -0.1% | 3.21% | -5.4% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $5,242,136 | +10.1% | 81,934 | -0.8% | 3.19% | -1.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $4,647,617 | +36.5% | 19,214 | +23.7% | 2.83% | +21.8% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $4,512,079 | +22.3% | 59,731 | +7.5% | 2.74% | +9.1% |
| V | Buy | VISA INC | $4,345,779 | +18.0% | 20,917 | +0.9% | 2.64% | +5.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $3,943,133 | +31.6% | 122,420 | +14.9% | 2.40% | +17.4% |
| DE | Buy | DEERE & CO | $3,667,632 | +30.2% | 8,554 | +1.4% | 2.23% | +16.2% |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,617,621 | -9.4% | 17,150 | -10.4% | 2.20% | -19.1% |
| DUK | Sell | DUKE ENERGY CORP NEW | $3,577,156 | +9.9% | 34,733 | -0.8% | 2.18% | -1.9% |
| Buy | CAPITAL GROUP GROWTH ETF | $3,463,249 | +484.0% | 173,683 | +471.5% | 2.11% | +421.3% | |
| JPM | Buy | JPMORGAN CHASE & CO | $3,320,718 | +34.4% | 24,763 | +4.8% | 2.02% | +20.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,271,428 | +27.6% | 8,515 | +19.2% | 1.99% | +13.9% |
| Buy | J P MORGAN EXCHANGE TRADED F | $2,961,591 | +24.3% | 65,638 | +22.1% | 1.80% | +11.0% | |
| Buy | PGIM ETF TRtotal return bon | $2,941,547 | +24.7% | 72,042 | +24.4% | 1.79% | +11.3% | |
| SO | Sell | SOUTHERN CO | $2,797,222 | +1.0% | 39,171 | -3.8% | 1.70% | -9.8% |
| XOM | Buy | EXXON MOBIL CORP | $2,756,270 | +30.1% | 24,989 | +3.0% | 1.68% | +16.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,529,275 | +16.8% | 14,318 | +8.0% | 1.54% | +4.2% |
| DLR | Buy | DIGITAL RLTY TR INC | $2,468,647 | +9.0% | 24,620 | +7.8% | 1.50% | -2.7% |
| SVC | Buy | SERVICE PPTYS TR | $2,035,491 | +56.0% | 279,217 | +11.0% | 1.24% | +39.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,006,003 | +4.8% | 50,914 | +1.0% | 1.22% | -6.5% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $1,985,594 | +13.3% | 37,770 | +1.7% | 1.21% | +1.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,947,665 | +5.8% | 7,299 | +2.0% | 1.18% | -5.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,909,983 | +25.1% | 12,602 | +4.2% | 1.16% | +11.6% |
| IGSB | Sell | ISHARES TR | $1,902,277 | -46.0% | 38,183 | -46.6% | 1.16% | -51.8% |
| MCD | Buy | MCDONALDS CORP | $1,877,651 | +14.8% | 7,125 | +0.6% | 1.14% | +2.5% |
| BDX | Sell | BECTON DICKINSON & CO | $1,862,239 | +11.2% | 7,323 | -2.5% | 1.13% | -0.7% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $1,731,620 | +17.8% | 33,854 | +7.1% | 1.05% | +5.2% |
| SOXX | Sell | ISHARES TRishares semicdtr | $1,554,801 | -12.3% | 4,468 | -19.7% | 0.94% | -21.8% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,526,976 | +12.5% | 64,511 | +6.5% | 0.93% | +0.4% |
| PSX | Buy | PHILLIPS 66 | $1,522,936 | +29.7% | 14,632 | +0.6% | 0.93% | +15.8% |
| Buy | ADVISORS INNER CIRCLE FD IIIstrategas macro | $1,500,391 | +16.1% | 64,952 | +8.3% | 0.91% | +3.6% | |
| FB | New | META PLATFORMS INCcl a | $1,497,872 | – | 12,447 | +100.0% | 0.91% | – |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,460,544 | +7.2% | 22,261 | -1.1% | 0.89% | -4.3% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,460,303 | +3.8% | 11,735 | -0.9% | 0.89% | -7.4% |
| D | Sell | DOMINION ENERGY INC | $1,442,737 | -19.0% | 23,528 | -8.7% | 0.88% | -27.7% |
| FIF | Sell | FIRST TR ENERGY INFRASTRCTR | $1,330,047 | -1.3% | 92,236 | -8.7% | 0.81% | -11.9% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,309,908 | +6.4% | 5,484 | +0.8% | 0.80% | -5.1% |
| PULS | Buy | PGIM ETF TRpgim ultra sh bd | $1,223,179 | +199.1% | 24,912 | +198.7% | 0.74% | +166.7% |
| Buy | HEALTHCARE RLTY TR | $1,180,811 | +3.0% | 61,277 | +11.4% | 0.72% | -8.1% | |
| Buy | T ROWE PRICE ETF INCultra shrt trm | $1,175,535 | +139.4% | 24,265 | +139.9% | 0.72% | +113.4% | |
| WMT | Buy | WALMART INC | $1,154,173 | +23.3% | 8,140 | +12.8% | 0.70% | +10.0% |
| Buy | PIMCO ETF TRsr ln active etf | $1,111,306 | +28.9% | 22,782 | +28.1% | 0.68% | +15.2% | |
| MUB | Sell | ISHARES TRnational mun etf | $1,012,148 | +2.1% | 9,592 | -0.7% | 0.62% | -8.9% |
| LLY | Buy | LILLY ELI & CO | $898,137 | +16.8% | 2,455 | +3.2% | 0.55% | +4.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $881,388 | +2.8% | 12,250 | +1.7% | 0.54% | -8.2% |
| AON | Buy | AON PLC | $877,062 | +12.3% | 2,922 | +0.2% | 0.53% | +0.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $852,140 | +90.2% | 2,228 | +77.8% | 0.52% | +69.8% |
| FIDU | Buy | FIDELITY COVINGTON TRUSTmsci indl indx | $849,472 | +30.7% | 16,752 | +12.6% | 0.52% | +16.5% |
| HYDB | Buy | ISHARES TRhigh yld bd fctr | $843,369 | +18.1% | 19,359 | +15.5% | 0.51% | +5.6% |
| NVS | Buy | NOVARTIS AGsponsored adr | $760,596 | +22.7% | 8,384 | +2.8% | 0.46% | +9.5% |
| DVY | Sell | ISHARES TRselect divid etf | $755,913 | +3.4% | 6,268 | -8.0% | 0.46% | -7.6% |
| MMM | Buy | 3M CO | $746,502 | +11.8% | 6,225 | +2.9% | 0.45% | -0.2% |
| NEE | Buy | NEXTERA ENERGY INC | $740,445 | +6.8% | 8,857 | +0.2% | 0.45% | -4.7% |
| IYH | ISHARES TRus hlthcare etf | $724,595 | +12.2% | 2,554 | 0.0% | 0.44% | +0.2% | |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $720,141 | -2.8% | 12,287 | +9.6% | 0.44% | -13.3% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $714,875 | -1.3% | 6,856 | -2.8% | 0.44% | -11.8% |
| PGR | Sell | PROGRESSIVE CORP | $706,920 | +6.0% | 5,450 | -5.1% | 0.43% | -5.3% |
| CSCO | Sell | CISCO SYS INC | $672,010 | +17.9% | 14,106 | -1.0% | 0.41% | +5.4% |
| IWR | Sell | ISHARES TRrus mid cap etf | $666,001 | +8.1% | 9,874 | -0.5% | 0.40% | -3.6% |
| COP | Sell | CONOCOPHILLIPS | $660,393 | +8.1% | 5,597 | -6.3% | 0.40% | -3.4% |
| SYY | Buy | SYSCO CORP | $649,232 | +29.8% | 8,492 | +20.0% | 0.40% | +15.8% |
| BA | Buy | BOEING CO | $648,809 | +77.3% | 3,406 | +12.8% | 0.39% | +58.2% |
| FDX | Buy | FEDEX CORP | $643,265 | +47.5% | 3,714 | +26.6% | 0.39% | +31.6% |
| T | Sell | AT&T INC | $626,535 | +12.3% | 34,032 | -6.4% | 0.38% | +0.3% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $597,140 | +30.4% | 23,819 | +19.1% | 0.36% | +16.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $596,834 | +19.6% | 4,236 | +0.9% | 0.36% | +6.8% |
| SYK | STRYKER CORPORATION | $586,776 | +20.7% | 2,400 | 0.0% | 0.36% | +7.9% | |
| PFL | Sell | PIMCO INCOME STRATEGY FD | $576,305 | -22.2% | 71,061 | -23.5% | 0.35% | -30.7% |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $573,660 | +13.1% | 14,571 | +9.5% | 0.35% | +1.2% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $559,676 | -2.7% | 55,304 | +8.9% | 0.34% | -13.3% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $556,465 | +1.0% | 2,594 | -2.8% | 0.34% | -9.9% |
| BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $526,923 | -10.7% | 41,654 | -16.1% | 0.32% | -20.4% |
| TM | Sell | TOYOTA MOTOR CORPads | $480,352 | -1.6% | 3,517 | -6.1% | 0.29% | -12.0% |
| IRM | Sell | IRON MTN INC DEL | $476,765 | +1.2% | 9,564 | -10.8% | 0.29% | -9.7% |
| EMR | Sell | EMERSON ELEC CO | $459,755 | +24.3% | 4,786 | -5.4% | 0.28% | +11.1% |
| ASML | ASML HOLDING N V | $444,770 | +31.6% | 814 | 0.0% | 0.27% | +17.4% | |
| MSFT | Buy | MICROSOFT CORP | $428,510 | +90.4% | 1,787 | +85.2% | 0.26% | +70.6% |
| RY | Sell | ROYAL BK CDA SUSTAINABL | $417,212 | -5.6% | 4,437 | -9.6% | 0.25% | -15.6% |
| AAPL | Buy | APPLE INC | $410,510 | -5.2% | 3,159 | +0.8% | 0.25% | -15.3% |
| BSX | BOSTON SCIENTIFIC CORP | $393,156 | +19.5% | 8,497 | 0.0% | 0.24% | +6.7% | |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $380,000 | -86.4% | 3,852 | -86.4% | 0.23% | -87.9% |
| VOO | VANGUARD INDEX FDS | $371,366 | +7.0% | 1,057 | 0.0% | 0.23% | -4.2% | |
| XVV | Buy | ISHARES TResg scrnd s&p500 | $359,929 | +53.8% | 12,662 | +45.4% | 0.22% | +37.7% |
| HD | New | HOME DEPOT INC | $346,498 | – | 1,097 | +100.0% | 0.21% | – |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $335,205 | +1.9% | 4,500 | -6.2% | 0.20% | -8.9% |
| UTG | Sell | REAVES UTIL INCOME FD | $334,547 | -8.3% | 11,834 | -11.8% | 0.20% | -18.5% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $325,066 | -3.3% | 10,486 | -10.9% | 0.20% | -13.5% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $303,050 | +2.4% | 3,625 | -4.0% | 0.18% | -8.9% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $297,087 | +6.5% | 6,580 | 0.0% | 0.18% | -4.7% | |
| KMI | Buy | KINDER MORGAN INC DEL | $298,410 | +25.4% | 16,505 | +15.2% | 0.18% | +11.7% |
| GENERAL ELECTRIC CO | $286,478 | +35.1% | 3,419 | 0.0% | 0.17% | +20.8% | ||
| TEL | TE CONNECTIVITY LTD | $287,000 | +4.0% | 2,500 | 0.0% | 0.17% | -7.4% | |
| VLO | VALERO ENERGY CORP | $280,361 | +18.8% | 2,210 | 0.0% | 0.17% | +5.6% | |
| INTC | Sell | INTEL CORP | $275,922 | -37.0% | 10,440 | -38.6% | 0.17% | -43.6% |
| NSC | NORFOLK SOUTHN CORP | $271,062 | +17.3% | 1,100 | 0.0% | 0.16% | +5.1% | |
| SLB | New | SCHLUMBERGER LTD | $266,712 | – | 4,989 | +100.0% | 0.16% | – |
| DVN | New | DEVON ENERGY CORP NEW | $265,108 | – | 4,310 | +100.0% | 0.16% | – |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $260,100 | +22.1% | 2,040 | 0.0% | 0.16% | +9.0% | |
| PFE | PFIZER INC | $253,872 | +17.0% | 4,955 | 0.0% | 0.15% | +4.1% | |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $242,205 | -3.5% | 12,556 | -6.5% | 0.15% | -14.0% |
| YUM | New | YUM BRANDS INC | $219,017 | – | 1,710 | +100.0% | 0.13% | – |
| FPF | Sell | FIRST TR INTER DURATN PFD & | $208,041 | -9.2% | 12,332 | -10.9% | 0.13% | -19.2% |
| WELL | Sell | WELLTOWER INC | $206,155 | -9.6% | 3,145 | -11.3% | 0.12% | -19.4% |
| CMCSA | New | COMCAST CORP NEWcl a | $206,218 | – | 5,897 | +100.0% | 0.12% | – |
| F | Sell | FORD MTR CO DEL | $204,103 | -18.7% | 17,550 | -21.7% | 0.12% | -27.5% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $185,786 | +83.9% | 7,816 | +81.1% | 0.11% | +63.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $179,147 | +21.9% | 2,729 | +3.8% | 0.11% | +9.0% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $179,068 | -4.8% | 2,432 | -7.5% | 0.11% | -14.8% |
| QS | Buy | QUANTUMSCAPE CORP | $176,706 | -9.8% | 31,165 | +33.9% | 0.11% | -20.1% |
| TIP | Buy | ISHARES TRtips bd etf | $172,220 | +2.5% | 1,618 | +1.3% | 0.10% | -7.9% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $163,614 | -22.5% | 1,833 | -24.0% | 0.10% | -31.2% |
| IWM | ISHARES TRrussell 2000 etf | $157,796 | +5.9% | 905 | 0.0% | 0.10% | -5.9% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $151,720 | +3.9% | 475 | 0.0% | 0.09% | -7.1% | |
| VHT | VANGUARD WORLD FDShealth car etf | $137,668 | +11.0% | 555 | 0.0% | 0.08% | 0.0% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $123,707 | +6.6% | 2,761 | 0.0% | 0.08% | -5.1% | |
| XJH | Buy | ISHARES TResg scrd s&p mid | $120,550 | +97.6% | 3,675 | +80.6% | 0.07% | +73.8% |
| VTV | New | VANGUARD INDEX FDSvalue etf | $113,419 | – | 808 | +100.0% | 0.07% | – |
| ICLN | Buy | ISHARES TRgl clean ene etf | $104,292 | +12.1% | 5,254 | +8.0% | 0.06% | 0.0% |
| XJR | Buy | ISHARES TResg scrnd s&p sm | $99,091 | +73.8% | 2,983 | +59.3% | 0.06% | +53.8% |
| VNQ | VANGUARD INDEX FDSreal estate etf | $95,264 | +2.4% | 1,155 | 0.0% | 0.06% | -7.9% | |
| IJR | ISHARES TRcore s&p scp etf | $93,261 | +8.4% | 985 | 0.0% | 0.06% | -3.4% | |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $81,408 | – | 382 | +100.0% | 0.05% | – |
| HYXF | Sell | ISHARES TResg advncd hy bd | $68,374 | -2.3% | 1,582 | -5.0% | 0.04% | -12.5% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $66,944 | +11.6% | 495 | 0.0% | 0.04% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $64,490 | +4.0% | 766 | 0.0% | 0.04% | -7.1% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $61,486 | +7.9% | 335 | 0.0% | 0.04% | -5.1% | |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $60,560 | -44.9% | 1,090 | -44.9% | 0.04% | -50.7% |
| IJK | ISHARES TRs&p mc 400gr etf | $57,372 | +8.2% | 840 | 0.0% | 0.04% | -2.8% | |
| EEM | ISHARES TRmsci emg mkt etf | $49,270 | +9.5% | 1,300 | 0.0% | 0.03% | -3.2% | |
| IJT | ISHARES TRs&p sml 600 gwt | $45,389 | +5.6% | 420 | 0.0% | 0.03% | -3.4% | |
| AIA | Sell | ISHARES TRasia 50 etf | $44,541 | -39.8% | 785 | -47.0% | 0.03% | -46.0% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $41,196 | -60.8% | 624 | -65.3% | 0.02% | -65.3% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $39,128 | +8.7% | 555 | 0.0% | 0.02% | -4.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $38,244 | +12.5% | 513 | 0.0% | 0.02% | 0.0% | |
| USRT | ISHARES TRcre u s reit etf | $34,615 | +4.9% | 700 | 0.0% | 0.02% | -4.5% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $31,246 | +11.6% | 230 | 0.0% | 0.02% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $27,990 | +16.6% | 285 | 0.0% | 0.02% | +6.2% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $28,028 | -9.6% | 217 | 0.0% | 0.02% | -19.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $24,236 | +15.4% | 312 | 0.0% | 0.02% | +7.1% | |
| IVW | ISHARES TRs&p 500 grwt etf | $23,400 | +1.7% | 400 | 0.0% | 0.01% | -12.5% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $22,777 | +13.9% | 666 | 0.0% | 0.01% | 0.0% | |
| MBB | New | ISHARES TRmbs etf | $20,405 | – | 220 | +100.0% | 0.01% | – |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $20,326 | +190.4% | 128 | +178.3% | 0.01% | +140.0% |
| VO | VANGUARD INDEX FDSmid cap etf | $20,381 | +7.3% | 100 | 0.0% | 0.01% | -7.7% | |
| IWD | ISHARES TRrus 1000 val etf | $20,473 | +13.7% | 135 | 0.0% | 0.01% | 0.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $20,182 | +6.2% | 238 | 0.0% | 0.01% | -7.7% | |
| IWN | ISHARES TRrus 2000 val etf | $18,027 | +6.0% | 130 | 0.0% | 0.01% | -8.3% | |
| BBCA | New | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $18,791 | – | 328 | +100.0% | 0.01% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $18,612 | – | 162 | +100.0% | 0.01% | – |
| BBAX | New | J P MORGAN EXCHANGE TRADED Fbetabuilders dev | $17,227 | – | 352 | +100.0% | 0.01% | – |
| BBEU | New | J P MORGAN EXCHANGE TRADED Fbetabuilders eur | $16,490 | – | 340 | +100.0% | 0.01% | – |
| VOX | VANGUARD WORLD FDS | $15,216 | +1.4% | 185 | 0.0% | 0.01% | -10.0% | |
| LQD | New | ISHARES TRiboxx inv cp etf | $13,917 | – | 132 | +100.0% | 0.01% | – |
| AAXJ | ISHARES TRmsci ac asia etf | $12,958 | +8.0% | 200 | 0.0% | 0.01% | 0.0% | |
| IEF | New | ISHARES TR7-10 yr trsy bd | $12,643 | – | 132 | +100.0% | 0.01% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $12,835 | – | 64 | +100.0% | 0.01% | – |
| BBJP | New | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $11,539 | – | 257 | +100.0% | 0.01% | – |
| IGIB | ISHARES TR | $7,922 | -1.0% | 160 | 0.0% | 0.01% | 0.0% | |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $4,197 | – | 87 | +100.0% | 0.00% | – |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $3,398 | +13.3% | 92 | 0.0% | 0.00% | 0.0% | |
| VPU | VANGUARD WORLD FDSutilities etf | $3,374 | +12.5% | 22 | 0.0% | 0.00% | 0.0% | |
| TLT | New | ISHARES TR20 yr tr bd etf | $2,489 | – | 25 | +100.0% | 0.00% | – |
| IDV | ISHARES TRintl sel div etf | $3,534 | +17.8% | 130 | 0.0% | 0.00% | 0.0% | |
| FUTY | FIDELITY COVINGTON TRUSTmsci utils index | $1,459 | +45.9% | 32 | 0.0% | 0.00% | 0.0% | |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $744 | -25.6% | 30 | 0.0% | 0.00% | -100.0% | |
| AGG | ISHARES TRcore us aggbd et | $291 | – | 3 | 0.0% | 0.00% | – | |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -11 | -100.0% | 0.00% | – |
| IVE | Sell | ISHARES TRs&p 500 val etf | $178 | -98.2% | 1 | -98.8% | 0.00% | -100.0% |
| IFGL | Exit | ISHARES TRintl dev re etf | $0 | – | -33 | -100.0% | -0.00% | – |
| IEV | Exit | ISHARES TReurope etf | $0 | – | -200 | -100.0% | -0.01% | – |
| DHS | Exit | WISDOMTREE TRus high dividend | $0 | – | -215 | -100.0% | -0.01% | – |
| EPI | Exit | WISDOMTREE TRindia erngs fd | $0 | – | -951 | -100.0% | -0.02% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -839 | -100.0% | -0.15% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2,080 | -100.0% | -0.16% | – |
| CAPE | Exit | BARCLAYS BANK PLCipath shilr cape | $0 | – | -15,200 | -100.0% | -0.19% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -1 | -100.0% | -0.28% | – |
| ULST | Exit | SSGA ACTIVE ETF TRult sht trm bd | $0 | – | -24,744 | -100.0% | -0.67% | – |
| DGS | Exit | WISDOMTREE TRemg mkts smcap | $0 | – | -42,085 | -100.0% | -1.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-30
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.