Armor Investment Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), Armor Investment Advisors, LLC reported 165 stock positions worth $208.0 million. Its top holding was Dimensional US Small Cap ETF (DFAS) at 5.6% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 5.1%) and Schwab Intl Equity ETF (SCHF, 4.8%). Compared with Q4 2023, it opened 13 new positions, sold out of 8, added to 57 and reduced 55. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +45%) and the biggest sale an exit from Sysco (SYY).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001694079
- Portfolio Value
- $208.0M (Q1 2024)
- SEC Filing
- 0001398344-24-007709 ↗ filed Apr 25, 2024
Holdings Value
Holdings 165 stocks · $208.0M
| DFAS Dimensional US Small Cap ETF | 5.57% | 185,901 | $11.6M | Add +10.8% |
| IJH iShares Core S&P Midcap ETF | 5.12% | 175,494 | $10.7M | Add +13.0% |
| SCHF Schwab Intl Equity ETF | 4.80% | 255,729 | $10.0M | Add +16.9% |
| JEPI JPMorgan Equity Premium Inco | 4.70% | 168,929 | $9.8M | Add +3.4% |
| FTEC Fidelity MSCI Info Tech Indx | 4.68% | 62,432 | $9.7M | Reduce -3.3% |
| IVV iShares Core S&P 500 ETF | 4.40% | 17,409 | $9.2M | Add +45.3% |
| VYM Vanguard High DVD Yield ETF | 3.59% | 61,668 | $7.5M | Reduce -2.9% |
| CGGR Cap Group Growth Equity | 3.20% | 208,135 | $6.7M | Add +4.5% |
| SCHD Schwab US DVD Equity ETF | 2.85% | 73,485 | $5.9M | Add +0.9% |
| FHLC Fidelity MSCI Health Care | 2.68% | 79,906 | $5.6M | Reduce -4.4% |
| PTRB Pgim Total Return Bond ETF | 2.52% | 126,052 | $5.2M | Add +21.3% |
| JPIE JPMorgan Income ETF | 2.50% | 114,278 | $5.2M | Add +20.0% |
| VOOG Vanguard S&P 500 Growth ETF | 2.31% | 15,742 | $4.8M | No change |
| META Meta Platforms Inc. Class A | 2.01% | 8,602 | $4.2M | Reduce -2.6% |
| LOW Lowe's Cos Inc. | 1.95% | 15,887 | $4.0M | Reduce -3.9% |
| DLR Digital Realty Trust Inc. | 1.94% | 28,052 | $4.0M | Add +2.4% |
| V Visa Inc. Class A | 1.57% | 11,681 | $3.3M | Reduce -2.5% |
| PULS Pgim Ultra Short Bond ETF | 1.53% | 63,892 | $3.2M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 1.45% | 15,057 | $3.0M | Add +0.3% |
| SOXX iShares Semiconductor ETF | 1.35% | 12,442 | $2.8M | Reduce -1.9% |
| TBUX T Rowe Price Ultra Short-Ter | 1.31% | 55,413 | $2.7M | Reduce -4.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.23% | 101,428 | $2.6M | Add +11.4% |
| MUB iShares National Muni Bond E | 1.21% | 23,458 | $2.5M | Add +7.2% |
| SVC Service Pptys TR | 1.21% | 369,816 | $2.5M | Add +12.2% |
| SAMT Strategas Macro Them Opps | 1.20% | 98,041 | $2.5M | Add +6.6% |
| DE Deere & Co. | 1.08% | 5,448 | $2.2M | Add +2.2% |
| IHI iShares U.S. Medical Devices | 1.07% | 37,857 | $2.2M | Reduce -0.9% |
| VZ Verizon Communications Inc. | 1.00% | 49,772 | $2.1M | Reduce -9.0% |
| WMT Walmart Inc. | 0.97% | 33,375 | $2.0M | Add +3.9% |
| DUK Duke Energy Corp. | 0.96% | 20,702 | $2.0M | Reduce -26.2% |
| SO The Southern Co. | 0.94% | 27,225 | $2.0M | Reduce -16.5% |
| XOM Exxon Mobil Corp. | 0.92% | 16,530 | $1.9M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.89% | 11,365 | $1.8M | Add +1.2% |
| PSX Phillips 66 | 0.87% | 11,035 | $1.8M | Reduce -1.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.85% | 34,395 | $1.8M | Reduce -11.1% |
| SCHM Schwab US Mid Cap ETF | 0.84% | 21,349 | $1.7M | Reduce -2.4% |
| HR Healthcare Realty Trust Inc. | 0.79% | 115,533 | $1.6M | Add +23.0% |
| BDX Becton Dickinson and Co. | 0.76% | 6,390 | $1.6M | Add +0.5% |
| FIDU Fidelity MSCI Indust Indx | 0.75% | 22,894 | $1.6M | Add +5.4% |
| FDX FedEx Corp. | 0.73% | 5,252 | $1.5M | Add +8.7% |
| MSFT Microsoft Corp. | 0.71% | 3,522 | $1.5M | Add +129.0% |
| XLK SS Technology Select Sector | 0.70% | 7,034 | $1.5M | Reduce -20.9% |
| SCHA Schwab US Small-Cap ETF | 0.64% | 27,191 | $1.3M | Reduce -2.1% |
| JNJ Johnson & Johnson | 0.63% | 8,302 | $1.3M | Add +10.6% |
| GOOGL Alphabet Inc. Class A | 0.63% | 8,655 | $1.3M | Add +2460.7% |
| LLY Eli Lilly & Co. | 0.62% | 1,667 | $1.3M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 2,223 | $1.2M | No change |
| PGR Progressive Corp. | 0.54% | 5,441 | $1.1M | Add +0.0% |
| LIT Global X Lithium & Battery T | 0.51% | 23,450 | $1.1M | Add +33.2% |
| BNL Broadstone Net Lease Inc. | 0.50% | 66,642 | $1.0M | No change |
| NVDA Nvidia Corp. | 0.48% | 1,114 | $1.0M | Reduce -6.9% |
| ACN Accenture PLC Class A | 0.46% | 2,786 | $966K | Reduce -45.1% |
| AON Aon PLC Class A | 0.45% | 2,800 | $934K | Add +0.2% |
| IWR iShares Russell Mid-Cap ETF | 0.41% | 10,115 | $851K | Reduce -0.5% |
| FIF First Trust Energy Infrastru | 0.40% | 46,042 | $836K | Reduce -25.6% |
| BA The Boeing Co. | 0.39% | 4,183 | $807K | Add +21.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 3,081 | $801K | Add +10.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.38% | 820 | $796K | Add +0.6% |
| NEE Nextera Energy Inc. | 0.38% | 12,435 | $795K | Add +5.3% |
| DOC Healthpeak Properties Inc. | 0.38% | 41,778 | $783K | Add +25.7% |
| HYDB iShares High Yield Systemati | 0.37% | 16,599 | $775K | Add +3.0% |
| SUB iShares Short-Term National | 0.36% | 7,196 | $754K | Reduce -4.2% |
| UTG Reaves Utility Income Fund | 0.33% | 25,349 | $683K | Add +81.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.32% | 8,419 | $675K | Reduce -11.6% |
| IYH iShares U.S. Healthcare ETF | 0.30% | 9,990 | $618K | Reduce -12.8% |
| AAPL Apple Inc. | 0.29% | 3,554 | $610K | Reduce -24.4% |
| XYLD Global X S&P 500 Cove Call E | 0.29% | 14,862 | $606K | Reduce -16.4% |
| BSX Boston Scientific Corp. | 0.28% | 8,547 | $585K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.27% | 7,470 | $554K | No change |
| DVY iShares Select Dividend ETF | 0.25% | 4,263 | $525K | Reduce -20.1% |
| QS Quantumscape Corp. | 0.25% | 82,832 | $521K | Add +48.0% |
| VOO Vanguard S&P 500 ETF | 0.25% | 1,077 | $518K | No change |
| AMZN Amazon.com Inc. | 0.24% | 2,779 | $501K | Reduce -12.6% |
| IWO iShares Russell 2000 Growth | 0.22% | 1,718 | $465K | Reduce -8.0% |
| XVV iShares ESG Select Screened | 0.22% | 11,338 | $457K | Reduce -0.3% |
| KMI Kinder Morgan Inc. | 0.21% | 24,305 | $446K | Reduce -2.9% |
| IWP iShares Russell Mid-Cap Grow | 0.18% | 3,347 | $382K | No change |
| VLO Valero Energy Corp. | 0.18% | 2,219 | $379K | Add +0.2% |
| SCHX Schwab US Large-Cap ETF | 0.18% | 5,893 | $366K | Reduce -10.7% |
| RY Royal Bank of Canada | 0.17% | 3,526 | $356K | Reduce -2.2% |
| T AT&T Inc. | 0.17% | 19,851 | $349K | Reduce -33.9% |
| NVS Novartis AG-Sponsored ADR | 0.17% | 3,548 | $343K | Reduce -56.9% |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.16% | 25,187 | $333K | Reduce -21.3% |
| IWM iShares Russell 2000 ETF | 0.15% | 1,529 | $322K | Add +1.3% |
| D Dominion Energy Inc. | 0.15% | 6,309 | $310K | Reduce -52.1% |
| COP Conocophillips | 0.14% | 2,349 | $299K | Reduce -13.7% |
| VGT Vanguard Info Tech ETF | 0.14% | 560 | $294K | Add +17.9% |
| EXTR Extreme Networks Inc. | 0.14% | 25,145 | $290K | Add +0.0% |
| HD Home Depot Inc. | 0.14% | 754 | $289K | Add +0.3% |
| COST Costco Wholesale Corp. | 0.14% | 388 | $284K | No change |
| CSCO Cisco Systems Inc. | 0.13% | 5,490 | $274K | Reduce -14.6% |
| SYK Stryker Corp. | 0.13% | 755 | $270K | Reduce -11.7% |
| CMCSA Comcast Corp. Class A | 0.12% | 5,921 | $257K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.12% | 10,413 | $255K | No change |
| PFL PIMCO Income Strategy Fund | 0.12% | 30,003 | $254K | Reduce -22.1% |
| AAAU Goldman Sachs Physical Gold | 0.12% | 11,270 | $248K | No change |
| INTC Intel Corp. | 0.12% | 5,544 | $245K | Reduce -16.6% |
| SCHH Schwab US REIT ETF | 0.11% | 11,153 | $226K | Reduce -9.8% |
| EFA iShares MSCI Eafe ETF | 0.10% | 2,729 | $218K | No change |
| WELL Welltower Inc. | 0.10% | 2,308 | $216K | Reduce -11.0% |
Lines left out (1) · $47 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| IVE iShares S&P 500 Value ETF | S&P 500 VAL ETF | 0 | $47 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $208.0M.
Portfolio Sells Q4 2023 → Q1 2024
| SYY Sysco Corp. | Sold out | 0.00% | −0.54 |
| ACN Accenture PLC Class A | Reduce -45.1% | 0.46% | −0.48 |
| DUK Duke Energy Corp. | Reduce -26.2% | 0.96% | −0.48 |
| NVS Novartis AG-Sponsored ADR | Reduce -56.9% | 0.17% | −0.27 |
| SO The Southern Co. | Reduce -16.5% | 0.94% | −0.27 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -3.3% | 4.68% | −0.22 |
| XLK SS Technology Select Sector | Reduce -20.9% | 0.70% | −0.20 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -11.1% | 0.85% | −0.20 |
| TBUX T Rowe Price Ultra Short-Ter | Reduce -4.0% | 1.31% | −0.19 |
| AAPL Apple Inc. | Reduce -24.4% | 0.29% | −0.19 |
| D Dominion Energy Inc. | Reduce -52.1% | 0.15% | −0.18 |
| FHLC Fidelity MSCI Health Care | Reduce -4.4% | 2.68% | −0.18 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.9% | 3.59% | −0.16 |
| FIF First Trust Energy Infrastru | Reduce -25.6% | 0.40% | −0.14 |
| OHI Omega Healthcare Investors | Sold out | 0.00% | −0.11 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.11 |
| T AT&T Inc. | Reduce -33.9% | 0.17% | −0.10 |
| GRNB Vaneck Green Bond ETF | Sold out | 0.00% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -9.0% | 1.00% | −0.09 |
| V Visa Inc. Class A | Reduce -2.5% | 1.57% | −0.08 |
| XYLD Global X S&P 500 Cove Call E | Reduce -16.4% | 0.29% | −0.08 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.08 |
| DVY iShares Select Dividend ETF | Reduce -20.1% | 0.25% | −0.08 |
| INTC Intel Corp. | Reduce -16.6% | 0.12% | −0.06 |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | Reduce -21.3% | 0.16% | −0.06 |
| SUB iShares Short-Term National | Reduce -4.2% | 0.36% | −0.06 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -42.7% | 0.07% | −0.05 |
| PFL PIMCO Income Strategy Fund | Reduce -22.1% | 0.12% | −0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.1% | 0.64% | −0.05 |
| IYH iShares U.S. Healthcare ETF | Reduce -12.8% | 0.30% | −0.05 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Sold out | 0.00% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -14.6% | 0.13% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -73.7% | 0.01% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.4% | 0.84% | −0.03 |
| IRM Iron Mountain Inc. | Reduce -11.6% | 0.32% | −0.03 |
| SCHH Schwab US REIT ETF | Reduce -9.8% | 0.11% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -25.3% | 0.05% | −0.03 |
| IWO iShares Russell 2000 Growth | Reduce -8.0% | 0.22% | −0.03 |
| COP Conocophillips | Reduce -13.7% | 0.14% | −0.02 |
| IHI iShares U.S. Medical Devices | Reduce -0.9% | 1.07% | −0.02 |
| RY Royal Bank of Canada | Reduce -2.2% | 0.17% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -10.7% | 0.18% | −0.02 |
| WELL Welltower Inc. | Reduce -11.0% | 0.10% | −0.02 |
| KMI Kinder Morgan Inc. | Reduce -2.9% | 0.21% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -12.6% | 0.24% | −0.01 |
| ICLN iShares Global Clean Energy | Reduce -38.3% | 0.01% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -17.7% | 0.04% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.5% | 0.41% | −0.01 |
| HYXF iShares ESG Adv High Yield | Reduce -66.3% | 0.00% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Add +45.3% | 4.40% | +1.38 |
| GOOGL Alphabet Inc. Class A | Add +2460.7% | 0.63% | +0.60 |
| IJH iShares Core S&P Midcap ETF | Add +13.0% | 5.12% | +0.58 |
| SCHF Schwab Intl Equity ETF | Add +16.9% | 4.80% | +0.52 |
| MSFT Microsoft Corp. | Add +129.0% | 0.71% | +0.41 |
| DFAS Dimensional US Small Cap ETF | Add +10.8% | 5.57% | +0.29 |
| CGGR Cap Group Growth Equity | Add +4.5% | 3.20% | +0.23 |
| PTRB Pgim Total Return Bond ETF | Add +21.3% | 2.52% | +0.22 |
| JPIE JPMorgan Income ETF | Add +20.0% | 2.50% | +0.21 |
| UTG Reaves Utility Income Fund | Add +81.2% | 0.33% | +0.13 |
| LLY Eli Lilly & Co. | Add +0.3% | 0.62% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 1.45% | +0.10 |
| HDV iShares Core High Dividend E | New | 0.10% | +0.10 |
| PRF Invesco Rafi US 1000 ETF | New | 0.09% | +0.09 |
| FDX FedEx Corp. | Add +8.7% | 0.73% | +0.09 |
| PGR Progressive Corp. | Add +0.0% | 0.54% | +0.08 |
| SAMT Strategas Macro Them Opps | Add +6.6% | 1.20% | +0.08 |
| WMT Walmart Inc. | Add +3.9% | 0.97% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.6% | 0.38% | +0.06 |
| QS Quantumscape Corp. | Add +48.0% | 0.25% | +0.04 |
| FIDU Fidelity MSCI Indust Indx | Add +5.4% | 0.75% | +0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +11.4% | 1.23% | +0.04 |
| LIT Global X Lithium & Battery T | Add +33.2% | 0.51% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.0% | 0.38% | +0.03 |
| VLO Valero Energy Corp. | Add +0.2% | 0.18% | +0.03 |
| DOC Healthpeak Properties Inc. | Add +25.7% | 0.38% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +17.9% | 0.14% | +0.02 |
| AON Aon PLC Class A | Add +0.2% | 0.45% | +0.02 |
| PG The Procter & Gamble Co. | Add +1.2% | 0.89% | +0.02 |
| PTH Invesco Dorsey Wright Health | New | 0.01% | +0.01 |
| JNJ Johnson & Johnson | Add +10.6% | 0.63% | +0.01 |
| IWF iShares Russell 1000 Growth | New | 0.01% | +0.01 |
| XLF SS Financial Select Sector | Add +46.9% | 0.02% | +0.01 |
| IYW iShares Ustechnology ETF | New | 0.01% | +0.01 |
| XLI SS Industrial Select Sector | Add +33.7% | 0.02% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +27.6% | 0.02% | +0.00 |
| NEE Nextera Energy Inc. | Add +5.3% | 0.38% | +0.00 |
| XLV SS Health Care Select Sector | Add +18.3% | 0.02% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Add +5.8% | 0.03% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | New | 0.00% | +0.00 |
| IDEV iShares Core MSCI Dev MKTS | Add +9.8% | 0.03% | +0.00 |
| VAW Vanguard Materials ETF | New | 0.00% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Add +11.7% | 0.02% | +0.00 |
| HD Home Depot Inc. | Add +0.3% | 0.14% | +0.00 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.00% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +11.8% | 0.01% | +0.00 |
| ITOT iShares Core S&P Total U.S. | New | 0.00% | +0.00 |
| SPAB SS SPDR P Agg Bond ETF | New | 0.00% | +0.00 |
| VPU Vanguard Utilities ETF | New | 0.00% | +0.00 |
| RSPT Invesco S&P 500 Equal Weight | New | 0.00% | +0.00 |
Notes & Other Activity Q4 2023 → Q1 2024
| IVE iShares S&P 500 Value ETF | S&P 500 VAL ETF | Reduce -100.0% | 0 | $47 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 155 | $311.7M | IVV, JPIE, FENI, FTEC, CGGR |
| Q1 2026 | 160 | $277.5M | IVV, JPIE, FENI, FTEC, IUSB |
| Q4 2025 | 151 | $271.9M | IVV, FMDE, JPIE, FENI, BND |
| Q3 2025 | 149 | $315.6M | IVV, FMDE, FTEC, JPIE, BND |
| Q2 2025 | 153 | $265.2M | IVV, FTEC, SCHF, DFAS, IJH |
| Q1 2025 | 154 | $241.6M | IVV, DFAS, SCHF, FTEC, IJH |
| Q4 2024 | 159 | $243.3M | IVV, DFAS, FTEC, IJH, SCHF |
| Q3 2024 | 156 | $241.4M | IVV, DFAS, FTEC, IJH, SCHF |
| Q2 2024 | 156 | $216.8M | IVV, DFAS, IJH, SCHF, FTEC |
| Q1 2024 | 165 | $208.0M | DFAS, IJH, SCHF, JEPI, FTEC |