$175 Million is the total value of Armor Investment Advisors, LLC's 174 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 8.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $7,966,939 | +16.1% | 464,545 | +7.7% | 4.55% | +9.1% |
FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $7,767,044 | +19.8% | 68,162 | -0.7% | 4.44% | +12.5% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $6,924,311 | -6.2% | 65,633 | -3.8% | 3.96% | -11.9% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $6,087,420 | +12.6% | 145,181 | +8.8% | 3.48% | +5.8% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $5,677,480 | +22.2% | 22,695 | +18.1% | 3.24% | +14.8% |
LOW | Sell | LOWES COS INC | $5,122,831 | -3.0% | 25,618 | -3.4% | 2.93% | -8.9% |
FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $4,851,495 | -7.5% | 78,925 | -3.7% | 2.77% | -13.0% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $4,797,024 | +21.7% | 137,846 | +12.6% | 2.74% | +14.3% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $4,648,558 | +3.0% | 63,540 | +6.4% | 2.66% | -3.2% |
V | Sell | VISA INC | $4,541,968 | +4.5% | 20,145 | -3.7% | 2.60% | -1.8% |
Buy | CAPITAL GROUP GROWTH ETF | $4,182,153 | +20.8% | 186,204 | +7.2% | 2.39% | +13.4% | |
IVV | Buy | ISHARES TRcore s&p500 etf | $4,073,746 | +24.5% | 9,910 | +16.4% | 2.33% | +17.0% |
VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,945,818 | +9.1% | 17,120 | -0.2% | 2.25% | +2.5% |
Buy | PGIM ETF TRtotal return bon | $3,826,433 | +30.1% | 91,135 | +26.5% | 2.19% | +22.3% | |
Buy | J P MORGAN EXCHANGE TRADED F | $3,811,217 | +28.7% | 83,260 | +26.8% | 2.18% | +20.9% | |
DE | Sell | DEERE & CO | $3,397,264 | -7.4% | 8,228 | -3.8% | 1.94% | -13.0% |
DUK | Sell | DUKE ENERGY CORP NEW | $3,252,113 | -9.1% | 33,711 | -2.9% | 1.86% | -14.6% |
JPM | Buy | JPMORGAN CHASE & CO | $3,236,770 | -2.5% | 24,839 | +0.3% | 1.85% | -8.4% |
SVC | Buy | SERVICE PPTYS TR | $2,909,827 | +43.0% | 292,151 | +4.6% | 1.66% | +34.2% |
XOM | Sell | EXXON MOBIL CORP | $2,713,439 | -1.6% | 24,744 | -1.0% | 1.55% | -7.5% |
SO | Sell | SOUTHERN CO | $2,647,211 | -5.4% | 38,046 | -2.9% | 1.51% | -11.1% |
DLR | Buy | DIGITAL RLTY TR INC | $2,524,756 | +2.3% | 25,682 | +4.3% | 1.44% | -3.9% |
FB | Sell | META PLATFORMS INCcl a | $2,448,755 | +63.5% | 11,554 | -7.2% | 1.40% | +53.6% |
JNJ | Buy | JOHNSON & JOHNSON | $2,340,500 | -7.5% | 15,100 | +5.5% | 1.34% | -13.1% |
Buy | T ROWE PRICE ETF INCultra shrt trm | $2,141,908 | +82.2% | 44,045 | +81.5% | 1.22% | +71.2% | |
ACN | Sell | ACCENTURE PLC IRELAND | $2,062,119 | +5.9% | 7,215 | -1.2% | 1.18% | -0.5% |
IHI | Buy | ISHARES TRu.s. med dvc etf | $2,039,771 | +2.7% | 37,788 | +0.0% | 1.16% | -3.5% |
MCD | Sell | MCDONALDS CORP | $1,985,790 | +5.8% | 7,102 | -0.3% | 1.13% | -0.7% |
PULS | Buy | PGIM ETF TRpgim ultra sh bd | $1,980,085 | +61.9% | 40,164 | +61.2% | 1.13% | +52.0% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $1,966,270 | -2.0% | 50,560 | -0.7% | 1.12% | -8.0% |
IGSB | Sell | ISHARES TR | $1,910,412 | +0.4% | 37,800 | -1.0% | 1.09% | -5.7% |
SOXX | Sell | ISHARES TRishares semicdtr | $1,898,340 | +22.1% | 4,269 | -4.5% | 1.08% | +14.7% |
PG | Buy | PROCTER AND GAMBLE CO | $1,890,343 | -1.0% | 12,713 | +0.9% | 1.08% | -7.0% |
DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $1,862,045 | +7.5% | 35,333 | +4.4% | 1.06% | +1.0% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,781,893 | +16.7% | 72,671 | +12.6% | 1.02% | +9.7% |
BDX | Sell | BECTON DICKINSON & CO | $1,760,752 | -5.4% | 7,113 | -2.9% | 1.01% | -11.1% |
Buy | ADVISORS INNER CIRCLE FD IIIstrategas macro | $1,668,024 | +11.2% | 74,688 | +15.0% | 0.95% | +4.5% | |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,577,601 | +8.0% | 10,447 | -11.0% | 0.90% | +1.5% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,494,532 | +2.3% | 22,027 | -1.1% | 0.85% | -3.8% |
PSX | Sell | PHILLIPS 66 | $1,395,727 | -8.4% | 13,767 | -5.9% | 0.80% | -13.9% |
Buy | HEALTHCARE RLTY TR | $1,338,642 | +13.4% | 69,252 | +13.0% | 0.76% | +6.5% | |
WMT | Buy | WALMART INC | $1,315,453 | +14.0% | 8,921 | +9.6% | 0.75% | +7.0% |
MUB | Buy | ISHARES TRnational mun etf | $1,242,458 | +22.8% | 11,532 | +20.2% | 0.71% | +15.4% |
ADP | AUTOMATIC DATA PROCESSING IN | $1,220,903 | -6.8% | 5,484 | 0.0% | 0.70% | -12.4% | |
D | Sell | DOMINION ENERGY INC | $1,209,166 | -16.2% | 21,627 | -8.1% | 0.69% | -21.2% |
FIF | Sell | FIRST TR ENERGY INFRASTRCTR | $1,145,054 | -13.9% | 79,850 | -13.4% | 0.65% | -19.2% |
FIDU | Buy | FIDELITY COVINGTON TRUSTmsci indl indx | $977,820 | +15.1% | 18,488 | +10.4% | 0.56% | +8.3% |
FDX | Buy | FEDEX CORP | $972,477 | +51.2% | 4,256 | +14.6% | 0.56% | +42.2% |
AON | Buy | AON PLC | $922,962 | +5.2% | 2,927 | +0.2% | 0.53% | -1.1% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $907,710 | +6.5% | 2,217 | -0.5% | 0.52% | +0.2% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $841,215 | -4.6% | 12,137 | -0.9% | 0.48% | -10.3% |
LIT | Buy | GLOBAL X FDSlithium btry etf | $799,205 | +11.0% | 12,576 | +2.4% | 0.46% | +4.3% |
SYY | Buy | SYSCO CORP | $798,289 | +23.0% | 10,337 | +21.7% | 0.46% | +15.4% |
PGR | Sell | PROGRESSIVE CORP | $776,816 | +9.9% | 5,430 | -0.4% | 0.44% | +3.3% |
LLY | Sell | LILLY ELI & CO | $769,261 | -14.3% | 2,240 | -8.8% | 0.44% | -19.6% |
NVS | Sell | NOVARTIS AGsponsored adr | $762,772 | +0.3% | 8,291 | -1.1% | 0.44% | -5.6% |
BA | Buy | BOEING CO | $750,303 | +15.6% | 3,532 | +3.7% | 0.43% | +8.9% |
NEE | Buy | NEXTERA ENERGY INC | $719,927 | -2.8% | 9,340 | +5.5% | 0.41% | -8.7% |
DVY | Sell | ISHARES TRselect divid etf | $697,800 | -7.7% | 5,955 | -5.0% | 0.40% | -13.3% |
IYH | ISHARES TRus hlthcare etf | $697,395 | -3.8% | 2,554 | 0.0% | 0.40% | -9.8% | |
IWR | ISHARES TRrus mid cap etf | $690,390 | +3.7% | 9,874 | 0.0% | 0.39% | -2.7% | |
VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $689,536 | +23.2% | 62,458 | +12.9% | 0.39% | +15.9% |
CSCO | Sell | CISCO SYS INC | $675,707 | +0.6% | 12,926 | -8.4% | 0.39% | -5.6% |
SYK | Sell | STRYKER CORPORATION | $656,581 | +11.9% | 2,300 | -4.2% | 0.38% | +5.0% |
SUB | Sell | ISHARES TRshrt nat mun etf | $651,947 | -8.8% | 6,228 | -9.2% | 0.37% | -14.5% |
MMM | Sell | 3M CO | $646,427 | -13.4% | 6,150 | -1.2% | 0.37% | -18.7% |
HYDB | Sell | ISHARES TRhigh yld bd fctr | $609,165 | -27.8% | 13,637 | -29.6% | 0.35% | -32.2% |
XYLD | Buy | GLOBAL X FDSs&p 500 covered | $601,871 | +4.9% | 14,861 | +2.0% | 0.34% | -1.4% |
PEAK | Buy | HEALTHPEAK PROPERTIES INC | $563,702 | -5.6% | 25,658 | +7.7% | 0.32% | -11.3% |
ASML | ASML HOLDING N V | $554,098 | +24.6% | 814 | 0.0% | 0.32% | +17.4% | |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $549,722 | -7.9% | 4,193 | -1.0% | 0.31% | -13.5% |
T | Sell | AT&T INC | $548,631 | -12.4% | 28,500 | -16.3% | 0.31% | -17.8% |
COP | Sell | CONOCOPHILLIPS | $530,106 | -19.7% | 5,343 | -4.5% | 0.30% | -24.6% |
AAPL | APPLE INC | $520,997 | +26.9% | 3,159 | 0.0% | 0.30% | +19.2% | |
IRM | Buy | IRON MTN INC DEL | $519,047 | +8.9% | 9,810 | +2.6% | 0.30% | +2.4% |
BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $489,095 | -7.2% | 37,364 | -10.3% | 0.28% | -12.8% |
IWO | Sell | ISHARES TRrus 2000 grw etf | $482,673 | -13.3% | 2,128 | -18.0% | 0.28% | -18.3% |
BSX | BOSTON SCIENTIFIC CORP | $425,105 | +8.1% | 8,497 | 0.0% | 0.24% | +1.7% | |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $418,590 | +24.9% | 4,500 | 0.0% | 0.24% | +17.2% | |
MSFT | Sell | MICROSOFT CORP | $409,328 | -4.5% | 1,420 | -20.5% | 0.23% | -10.3% |
PFL | Sell | PIMCO INCOME STRATEGY FD | $403,622 | -30.0% | 49,646 | -30.1% | 0.23% | -34.0% |
VOO | VANGUARD INDEX FDS | $397,506 | +7.0% | 1,057 | 0.0% | 0.23% | +0.4% | |
XVV | ISHARES TResg scrnd s&p500 | $391,215 | +8.7% | 12,662 | 0.0% | 0.22% | +1.8% | |
RY | Sell | ROYAL BK CDA SUSTAINABL | $376,491 | -9.8% | 3,939 | -11.2% | 0.22% | -15.4% |
EMR | Sell | EMERSON ELEC CO | $351,359 | -23.6% | 4,032 | -15.8% | 0.20% | -28.2% |
UTG | Buy | REAVES UTIL INCOME FD | $348,166 | +4.1% | 12,268 | +3.7% | 0.20% | -2.0% |
NVDA | New | NVIDIA CORPORATION | $345,268 | – | 1,243 | +100.0% | 0.20% | – |
KMI | Buy | KINDER MORGAN INC DEL | $334,126 | +12.0% | 19,082 | +15.6% | 0.19% | +5.5% |
TEL | TE CONNECTIVITY LTD | $327,875 | +14.2% | 2,500 | 0.0% | 0.19% | +7.5% | |
Sell | GENERAL ELECTRIC CO | $325,996 | +13.8% | 3,410 | -0.3% | 0.19% | +6.9% | |
TM | Sell | TOYOTA MOTOR CORPads | $319,794 | -33.4% | 2,257 | -35.8% | 0.18% | -37.3% |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $318,275 | +7.1% | 6,580 | 0.0% | 0.18% | +0.6% | |
IWP | Sell | ISHARES TRrus md cp gr etf | $315,670 | +4.2% | 3,467 | -4.4% | 0.18% | -2.2% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $315,913 | -16.9% | 3,183 | -17.4% | 0.18% | -22.1% |
VLO | VALERO ENERGY CORP | $308,516 | +10.0% | 2,210 | 0.0% | 0.18% | +3.5% | |
QS | Buy | QUANTUMSCAPE CORP | $304,042 | +72.1% | 37,169 | +19.3% | 0.17% | +62.6% |
HD | Sell | HOME DEPOT INC | $294,235 | -15.1% | 997 | -9.1% | 0.17% | -20.4% |
INTC | Sell | INTEL CORP | $281,095 | +1.9% | 8,604 | -17.6% | 0.16% | -4.2% |
WY | Sell | WEYERHAEUSER CO MTN BE | $274,123 | -15.7% | 9,098 | -13.2% | 0.16% | -20.7% |
ZBH | ZIMMER BIOMET HOLDINGS INC | $263,568 | +1.3% | 2,040 | 0.0% | 0.15% | -4.4% | |
SLB | SCHLUMBERGER LTD | $244,960 | -8.2% | 4,989 | 0.0% | 0.14% | -13.6% | |
SCHH | SCHWAB STRATEGIC TRus reit etf | $244,842 | +1.1% | 12,556 | 0.0% | 0.14% | -4.8% | |
DVN | Buy | DEVON ENERGY CORP NEW | $238,373 | -10.1% | 4,710 | +9.3% | 0.14% | -15.5% |
CMCSA | Buy | COMCAST CORP NEWcl a | $227,119 | +10.1% | 5,991 | +1.6% | 0.13% | +4.0% |
AAAU | New | GOLDMAN SACHS PHYSICAL GOLDunit | $220,325 | – | 11,270 | +100.0% | 0.13% | – |
AMZN | New | AMAZON COM INC | $218,829 | – | 2,119 | +100.0% | 0.12% | – |
PFE | PFIZER INC | $202,147 | -20.4% | 4,955 | 0.0% | 0.12% | -25.3% | |
EFA | ISHARES TRmsci eafe etf | $195,195 | +9.0% | 2,729 | 0.0% | 0.11% | +2.8% | |
FPF | Sell | FIRST TR INTER DURATN PFD & | $188,918 | -9.2% | 11,972 | -2.9% | 0.11% | -14.3% |
SUSB | ISHARES TResg awre 1 5 yr | $188,053 | +1.2% | 7,816 | 0.0% | 0.11% | -5.3% | |
VGT | VANGUARD WORLD FDSinf tech etf | $183,098 | +20.7% | 475 | 0.0% | 0.10% | +14.1% | |
IWM | Buy | ISHARES TRrussell 2000 etf | $162,166 | +2.8% | 909 | +0.4% | 0.09% | -3.1% |
F | Sell | FORD MTR CO DEL | $152,280 | -25.4% | 12,086 | -31.1% | 0.09% | -29.8% |
HYG | Sell | ISHARES TRiboxx hi yd etf | $150,496 | -16.0% | 1,992 | -18.1% | 0.09% | -21.1% |
HYS | Sell | PIMCO ETF TR0-5 high yield | $149,109 | -8.9% | 1,633 | -10.9% | 0.08% | -14.1% |
VHT | VANGUARD WORLD FDShealth car etf | $132,345 | -3.9% | 555 | 0.0% | 0.08% | -9.5% | |
TIP | Sell | ISHARES TRtips bd etf | $127,229 | -26.1% | 1,154 | -28.7% | 0.07% | -30.5% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $124,444 | +0.6% | 2,601 | -5.8% | 0.07% | -5.3% |
XJH | ISHARES TResg scrd s&p mid | $124,913 | +3.6% | 3,675 | 0.0% | 0.07% | -2.7% | |
XJR | ISHARES TResg scrnd s&p sm | $101,151 | +2.1% | 2,983 | 0.0% | 0.06% | -3.3% | |
VNQ | VANGUARD INDEX FDSreal estate etf | $95,911 | +0.7% | 1,155 | 0.0% | 0.06% | -5.2% | |
SDY | New | SPDR SER TRs&p divid etf | $93,154 | – | 753 | +100.0% | 0.05% | – |
ETJ | New | EATON VANCE RISK-MANAGED DIV | $91,028 | – | 11,450 | +100.0% | 0.05% | – |
ICLN | Sell | ISHARES TRgl clean ene etf | $90,612 | -13.1% | 4,581 | -12.8% | 0.05% | -17.5% |
IJR | Sell | ISHARES TRcore s&p scp etf | $91,713 | -1.7% | 948 | -3.8% | 0.05% | -8.8% |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $71,035 | +17.3% | 1,090 | 0.0% | 0.04% | +10.8% | |
HYXF | ISHARES TResg advncd hy bd | $70,193 | +2.7% | 1,582 | 0.0% | 0.04% | -4.8% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $66,365 | -0.9% | 495 | 0.0% | 0.04% | -7.3% | |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $64,261 | +4.5% | 339 | +1.2% | 0.04% | 0.0% |
IYR | ISHARES TRu.s. real es etf | $65,033 | +0.8% | 766 | 0.0% | 0.04% | -5.1% | |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $55,796 | -50.8% | 404 | -50.0% | 0.03% | -53.6% |
SPMD | New | SPDR SER TRportfolio s&p400 | $54,486 | – | 1,240 | +100.0% | 0.03% | – |
CWB | New | SPDR SER TRbbg conv sec etf | $51,979 | – | 775 | +100.0% | 0.03% | – |
EEM | ISHARES TRmsci emg mkt etf | $51,298 | +4.1% | 1,300 | 0.0% | 0.03% | -3.3% | |
AIA | ISHARES TRasia 50 etf | $48,584 | +9.1% | 785 | 0.0% | 0.03% | +3.7% | |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $47,643 | -41.5% | 191 | -50.0% | 0.03% | -44.9% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $41,774 | +1.4% | 637 | +2.1% | 0.02% | -4.0% |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $38,326 | +0.2% | 513 | 0.0% | 0.02% | -4.3% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $37,568 | -4.0% | 555 | 0.0% | 0.02% | -12.5% | |
USRT | ISHARES TRcre u s reit etf | $35,280 | +1.9% | 700 | 0.0% | 0.02% | -4.8% | |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $32,450 | +15.8% | 217 | 0.0% | 0.02% | +11.8% | |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $31,464 | -45.2% | 440 | -47.6% | 0.02% | -48.6% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $29,776 | -4.7% | 230 | 0.0% | 0.02% | -10.5% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $28,836 | +3.0% | 285 | 0.0% | 0.02% | -5.9% | |
XLB | SELECT SECTOR SPDR TRsbi materials | $25,166 | +3.8% | 312 | 0.0% | 0.01% | -6.7% | |
IWD | ISHARES TRrus 1000 val etf | $20,555 | +0.4% | 135 | 0.0% | 0.01% | 0.0% | |
VO | VANGUARD INDEX FDSmid cap etf | $21,092 | +3.5% | 100 | 0.0% | 0.01% | 0.0% | |
XLF | SELECT SECTOR SPDR TRfinancial | $21,412 | -6.0% | 666 | 0.0% | 0.01% | -14.3% | |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $19,486 | -16.7% | 305 | -23.8% | 0.01% | -21.4% |
IWN | ISHARES TRrus 2000 val etf | $17,813 | -1.2% | 130 | 0.0% | 0.01% | -9.1% | |
VOX | VANGUARD WORLD FDS | $17,884 | +17.5% | 185 | 0.0% | 0.01% | +11.1% | |
AAXJ | ISHARES TRmsci ac asia etf | $13,574 | +4.8% | 200 | 0.0% | 0.01% | 0.0% | |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $13,812 | -32.0% | 87 | -32.0% | 0.01% | -33.3% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $12,496 | -38.1% | 138 | -42.0% | 0.01% | -41.7% |
IEI | Sell | ISHARES TR3 7 yr treas bd | $12,706 | -31.7% | 108 | -33.3% | 0.01% | -36.4% |
MBB | Sell | ISHARES TRmbs etf | $10,420 | -48.9% | 110 | -50.0% | 0.01% | -50.0% |
BBCA | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $9,763 | -48.0% | 164 | -50.0% | 0.01% | -45.5% |
IGIB | ISHARES TR | $8,205 | +3.6% | 160 | 0.0% | 0.01% | 0.0% | |
IEF | Sell | ISHARES TR7-10 yr trsy bd | $8,723 | -31.0% | 88 | -33.3% | 0.01% | -37.5% |
BBEU | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders eur | $9,075 | -45.0% | 170 | -50.0% | 0.01% | -50.0% |
BBAX | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders dev | $8,650 | -49.8% | 176 | -50.0% | 0.01% | -50.0% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $6,925 | -46.0% | 32 | -50.0% | 0.00% | -50.0% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $7,234 | -48.0% | 66 | -50.0% | 0.00% | -50.0% |
VPU | VANGUARD WORLD FDSutilities etf | $3,245 | -3.8% | 22 | 0.0% | 0.00% | 0.0% | |
XLRE | SELECT SECTOR SPDR TRrl est sel sec | $3,439 | +1.2% | 92 | 0.0% | 0.00% | 0.0% | |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $2,199 | -95.2% | 20 | -95.2% | 0.00% | -96.4% |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $2,098 | -50.0% | 43 | -50.6% | 0.00% | -66.7% |
SLYV | New | SPDR SER TRs&p 600 smcp val | $1,524 | – | 20 | +100.0% | 0.00% | – |
TLT | Sell | ISHARES TR20 yr tr bd etf | $1,383 | -44.4% | 13 | -48.0% | 0.00% | -50.0% |
FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $747 | +0.4% | 30 | 0.0% | 0.00% | – | |
JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $273 | – | 5 | +100.0% | 0.00% | – |
FUTY | Sell | FIDELITY COVINGTON TRUSTmsci utils index | $88 | -94.0% | 2 | -93.8% | 0.00% | -100.0% |
IVE | ISHARES TRs&p 500 val etf | $187 | +5.1% | 1 | 0.0% | 0.00% | – | |
AGG | ISHARES TRcore us aggbd et | $299 | +2.7% | 3 | 0.0% | 0.00% | – | |
IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -130 | -100.0% | -0.00% | – |
BBJP | Exit | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $0 | – | -257 | -100.0% | -0.01% | – |
WELL | Exit | WELLTOWER INC | $0 | – | -3,145 | -100.0% | -0.12% | – |
YUM | Exit | YUM BRANDS INC | $0 | – | -1,710 | -100.0% | -0.13% | – |
NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -1,100 | -100.0% | -0.16% | – |
Exit | PIMCO ETF TRsr ln active etf | $0 | – | -22,782 | -100.0% | -0.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-09
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.