Armor Investment Advisors, LLC Top Holdings and 13F Report (2024)

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About Armor Investment Advisors, LLC

Investment Activity

Armor Investment Advisors, LLC has $208.03 million in total holdings as of March 31, 2024.
Armor Investment Advisors, LLC owns shares of 166 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 12.46% of the portfolio was purchased this quarter.
About ∞ of the portfolio was sold this quarter.
This quarter, Armor Investment Advisors, LLC has purchased 161 new stocks and bought additional shares in 59 stocks.
Armor Investment Advisors, LLC sold shares of 54 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Dimensional U.S. Small Cap ETF: $11,589,081
iShares Core S&P Mid-Cap ETF: $10,659,530
Schwab International Equity ETF: $9,978,546
JPMorgan Equity Premium Income ETF: $9,774,208
Fidelity MSCI Information Technology Index ETF: $9,729,480

Largest New Holdings this Quarter

iShares Core High Dividend ETF: $202,125 Holding
Invesco FTSE RAFI US 1000 ETF: $182,733 Holding
Invesco Dorsey Wright Healthcare Momentum ETF: $25,453 Holding
iShares Russell 1000 Growth ETF: $16,853 Holding
iShares U.S. Technology ETF: $12,426 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 144,428 shares (about $8.77M)
iShares Core S&P 500 ETF: 5,424 shares (about $2.85M)
iShares Semiconductor ETF: 8,214 shares (about $1.86M)
Schwab International Equity ETF: 36,890 shares (about $1.44M)
Walmart: 22,670 shares (about $1.36M)

Largest Sales this Quarter

iShares S&P 500 Value ETF: 1 shares (about $∞T)
Accenture: 2,292 shares (about $794.43K)
Duke Energy: 7,348 shares (about $710.62K)
Novartis: 4,676 shares (about $452.31K)
Technology Select Sector SPDR Fund: 1,862 shares (about $387.80K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAS Dimensional U.S. Small Cap ETF	$11,589,081	$1,130,350 ▲	10.8%	185,901	5.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$10,659,530	$8,772,577 ▲	464.9%	175,494	5.1%	ETF
SCHF Schwab International Equity ETF	$9,978,546	$1,439,448 ▲	16.9%	255,729	4.8%	ETF
JEPI JPMorgan Equity Premium Income ETF	$9,774,208	$320,254 ▲	3.4%	168,929	4.7%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$9,729,480	$332,565 ▼	-3.3%	62,432	4.7%	ETF
IVV iShares Core S&P 500 ETF	$9,152,385	$2,851,544 ▲	45.3%	17,409	4.4%	ETF
VYM Vanguard High Dividend Yield ETF	$7,461,245	$225,647 ▼	-2.9%	61,668	3.6%	ETF
CGGR Capital Group Growth ETF	$6,658,252	$284,424 ▲	4.5%	208,135	3.2%	ETF
SCHD Schwab US Dividend Equity ETF	$5,925,101	$53,700 ▲	0.9%	73,485	2.8%	ETF
FHLC Fidelity MSCI Health Care Index ETF	$5,575,033	$257,590 ▼	-4.4%	79,906	2.7%	ETF
PTRB PGIM Total Return Bond ETF	$5,243,746	$919,523 ▲	21.3%	126,052	2.5%	ETF
JPIE JPMorgan Income ETF	$5,206,494	$868,645 ▲	20.0%	114,278	2.5%	ETF
VOOG Vanguard S&P 500 Growth ETF	$4,796,745		0.0%	15,742	2.3%	ETF
META Meta Platforms	$4,176,959	$113,626 ▼	-2.6%	8,602	2.0%	Computer and Technology
LOW Lowe's Companies	$4,046,896	$163,791 ▼	-3.9%	15,887	1.9%	Retail/Wholesale
DLR Digital Realty Trust	$4,040,635	$93,050 ▲	2.4%	28,052	1.9%	Finance
V Visa	$3,260,063	$82,332 ▼	-2.5%	11,681	1.6%	Business Services
PULS PGIM Ultra Short Bond ETF	$3,175,432	$48,358 ▲	1.5%	63,892	1.5%	ETF
JPM JPMorgan Chase & Co.	$3,015,917	$7,611 ▲	0.3%	15,057	1.4%	Finance
SOXX iShares Semiconductor ETF	$2,810,784	$1,855,633 ▲	194.3%	12,442	1.4%	ETF
TBUX T. Rowe Price Ultra Short-Term Bond ETF	$2,733,428	$115,379 ▼	-4.1%	55,413	1.3%	ETF
SCHE Schwab Emerging Markets Equity ETF	$2,561,066	$262,096 ▲	11.4%	101,428	1.2%	ETF
MUB iShares National Muni Bond ETF	$2,524,081	$169,685 ▲	7.2%	23,458	1.2%	ETF
SVC Service Properties Trust	$2,507,353	$272,909 ▲	12.2%	369,816	1.2%	Finance
SAMT Strategas Macro Thematic Opportunities ETF	$2,488,538	$153,565 ▲	6.6%	98,041	1.2%	ETF
DE Deere & Company	$2,237,844	$48,059 ▲	2.2%	5,448	1.1%	Industrial Products
IHI iShares U.S. Medical Devices ETF	$2,218,061	$20,097 ▼	-0.9%	37,857	1.1%	ETF
VZ Verizon Communications	$2,088,424	$205,561 ▼	-9.0%	49,772	1.0%	Computer and Technology
WMT Walmart	$2,008,170	$1,364,051 ▲	211.8%	33,375	1.0%	Retail/Wholesale
DUK Duke Energy	$2,002,088	$710,624 ▼	-26.2%	20,702	1.0%	Utilities
SO Southern	$1,953,110	$387,179 ▼	-16.5%	27,225	0.9%	Utilities
XOM Exxon Mobil	$1,921,487	$9,997 ▼	-0.5%	16,530	0.9%	Oils/Energy
PG Procter & Gamble	$1,843,957	$21,092 ▲	1.2%	11,365	0.9%	Consumer Staples
PSX Phillips 66	$1,802,483	$21,235 ▼	-1.2%	11,035	0.9%	Oils/Energy
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,763,776	$219,735 ▼	-11.1%	34,395	0.8%	Manufacturing
SCHM Schwab U.S. Mid-Cap ETF	$1,738,449	$41,855 ▼	-2.4%	21,349	0.8%	ETF
HR Healthcare Realty Trust	$1,634,795	$306,008 ▲	23.0%	115,533	0.8%	Finance
BDX Becton, Dickinson and Company	$1,581,206	$8,413 ▲	0.5%	6,390	0.8%	Medical
FIDU Fidelity MSCI Industrials Index ETF	$1,552,431	$79,134 ▲	5.4%	22,894	0.7%	ETF
FDX FedEx	$1,521,856	$121,412 ▲	8.7%	5,252	0.7%	Transportation
MSFT Microsoft	$1,481,693	$834,662 ▲	129.0%	3,522	0.7%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$1,464,971	$387,799 ▼	-20.9%	7,034	0.7%	ETF
SCHA Schwab US Small-Cap ETF	$1,338,885	$28,559 ▼	-2.1%	27,191	0.6%	ETF
JNJ Johnson & Johnson	$1,313,293	$125,919 ▲	10.6%	8,302	0.6%	Medical
GOOGL Alphabet	$1,306,299	$1,255,285 ▲	2,460.7%	8,655	0.6%	Computer and Technology
LLY Eli Lilly and Company	$1,296,536	$3,889 ▲	0.3%	1,667	0.6%	Medical
SPY SPDR S&P 500 ETF Trust	$1,162,719		0.0%	2,223	0.6%	Finance
PGR Progressive	$1,125,308	$207 ▲	0.0%	5,441	0.5%	Finance
LIT Global X Lithium & Battery Tech ETF	$1,062,051	$264,494 ▲	33.2%	23,450	0.5%	ETF
BNL Broadstone Net Lease	$1,044,280		0.0%	66,642	0.5%	Finance
NVDA NVIDIA	$1,006,154	$74,965 ▼	-6.9%	1,114	0.5%	Computer and Technology
ACN Accenture	$965,655	$794,430 ▼	-45.1%	2,786	0.5%	Business Services
AON AON	$934,488	$1,669 ▲	0.2%	2,800	0.4%	Finance
IWR iShares Russell Mid-Cap ETF	$850,570	$4,036 ▼	-0.5%	10,115	0.4%	ETF
FIF First Trust Energy Infrastructure Fund	$836,130	$287,130 ▼	-25.6%	46,042	0.4%	Financial Services
BA Boeing	$807,277	$142,234 ▲	21.4%	4,183	0.4%	Aerospace
VTI Vanguard Total Stock Market ETF	$800,649	$72,763 ▲	10.0%	3,081	0.4%	ETF
ASML ASML	$795,785	$4,852 ▲	0.6%	820	0.4%	Computer and Technology
NEE NextEra Energy	$794,721	$39,816 ▲	5.3%	12,435	0.4%	Utilities
PEAK Healthpeak Properties	$783,332	$160,218 ▲	25.7%	41,778	0.4%	Finance
HYDB iShares High Yield Bond Factor ETF	$775,490	$22,752 ▲	3.0%	16,599	0.4%	ETF
SUB iShares Short-Term National Muni Bond ETF	$753,637	$33,199 ▼	-4.2%	7,196	0.4%	ETF
REAVES UTIL INCOME FD	$683,407	$306,157 ▲	81.2%	25,349	0.3%	COM SH BEN INT
IRM Iron Mountain	$675,288	$88,792 ▼	-11.6%	8,419	0.3%	Finance
IYH iShares U.S. Healthcare ETF	$618,381	$476,506 ▲	335.9%	9,990	0.3%	ETF
AAPL Apple	$609,521	$197,228 ▼	-24.4%	3,554	0.3%	Computer and Technology
XYLD Global X S&P 500 Covered Call ETF	$606,221	$119,352 ▼	-16.4%	14,862	0.3%	ETF
BSX Boston Scientific	$585,384		0.0%	8,547	0.3%	Medical
IEFA iShares Core MSCI EAFE ETF	$554,386		0.0%	7,470	0.3%	ETF
DVY iShares Select Dividend ETF	$525,109	$132,417 ▼	-20.1%	4,263	0.3%	ETF
QS QuantumScape	$521,013	$168,861 ▲	48.0%	82,832	0.3%	Auto/Tires/Trucks
VOO Vanguard S&P 500 ETF	$517,944		0.0%	1,077	0.2%	ETF
AMZN Amazon.com	$501,202	$72,141 ▼	-12.6%	2,779	0.2%	Retail/Wholesale
IWO iShares Russell 2000 Growth ETF	$465,234	$40,620 ▼	-8.0%	1,718	0.2%	ETF
XVV iShares ESG Screened S&P 500 ETF	$456,799	$1,450 ▼	-0.3%	11,338	0.2%	ETF
KMI Kinder Morgan	$445,754	$13,352 ▼	-2.9%	24,305	0.2%	Oils/Energy
IWP iShares Russell Mid-Cap Growth ETF	$382,027		0.0%	3,347	0.2%	ETF
VLO Valero Energy	$378,761	$853 ▲	0.2%	2,219	0.2%	Oils/Energy
SCHX Schwab US Large-Cap ETF	$365,720	$43,876 ▼	-10.7%	5,893	0.2%	ETF
RY Royal Bank of Canada	$355,753	$7,971 ▼	-2.2%	3,526	0.2%	Finance
T AT&T	$349,384	$178,872 ▼	-33.9%	19,851	0.2%	Computer and Technology
NVS Novartis	$343,198	$452,309 ▼	-56.9%	3,548	0.2%	Medical
BXMX Nuveen S&P 500 Buy-Write Income Fund	$333,224	$90,176 ▼	-21.3%	25,187	0.2%	Financial Services
IWM iShares Russell 2000 ETF	$321,516	$4,206 ▲	1.3%	1,529	0.2%	Finance
D Dominion Energy	$310,340	$337,099 ▼	-52.1%	6,309	0.1%	Utilities
COP ConocoPhillips	$299,024	$47,610 ▼	-13.7%	2,349	0.1%	Oils/Energy
VGT Vanguard Information Technology ETF	$293,630	$44,569 ▲	17.9%	560	0.1%	ETF
EXTR Extreme Networks	$290,173	$115 ▲	0.0%	25,145	0.1%	Computer and Technology
HD Home Depot	$289,234	$767 ▲	0.3%	754	0.1%	Retail/Wholesale
COST Costco Wholesale	$284,260		0.0%	388	0.1%	Retail/Wholesale
CSCO Cisco Systems	$274,006	$46,666 ▼	-14.6%	5,490	0.1%	Computer and Technology
SYK Stryker	$270,192	$35,787 ▼	-11.7%	755	0.1%	Medical
CMCSA Comcast	$256,675		0.0%	5,921	0.1%	Consumer Discretionary
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$254,910		0.0%	10,413	0.1%	Manufacturing
PFL PIMCO Income Strategy Fund	$254,425	$72,283 ▼	-22.1%	30,003	0.1%	Financial Services
AAAU Goldman Sachs Physical Gold ETF	$247,827		0.0%	11,270	0.1%	ETF
INTC Intel	$244,870	$48,629 ▼	-16.6%	5,544	0.1%	Computer and Technology
SCHH Schwab U.S. REIT ETF	$226,406	$24,644 ▼	-9.8%	11,153	0.1%	ETF
EFA iShares MSCI EAFE ETF	$217,957		0.0%	2,729	0.1%	Finance
WELL Welltower	$215,660	$26,630 ▼	-11.0%	2,308	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Armor Investment Advisors, LLC Top Holdings and 13F Report (2024)

About Armor Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

MarketBeat Products

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Armor Investment Advisors, LLC Top Holdings and 13F Report (2024)

About Armor Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofArmor Investment Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information