$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 110.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -11 | -100.0% | 0.00% | – |
| 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.