Armor Investment Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 30, 2024), Armor Investment Advisors, LLC reported 156 stock positions worth $241.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.4% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 5.9%) and Fidelity MSCI Info Tech Indx (FTEC, 5.7%). Compared with Q2 2024, it opened 6 new positions, sold out of 6, added to 34 and reduced 55. The biggest buy was a new position in JPM Nasdaq Equity Premium (JEPQ) and the biggest sale Verizon Communications (VZ, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001694079
- Portfolio Value
- $241.4M (Q3 2024)
- SEC Filing
- 0001398344-24-019647 ↗ filed Oct 30, 2024
Holdings Value
Holdings 156 stocks · $241.4M
| IVV iShares Core S&P 500 ETF | 9.39% | 39,311 | $22.7M | Add +29.3% |
| DFAS Dimensional US Small Cap ETF | 5.85% | 217,716 | $14.1M | Add +7.5% |
| FTEC Fidelity MSCI Info Tech Indx | 5.70% | 78,869 | $13.8M | Add +25.7% |
| IJH iShares Core S&P Midcap ETF | 5.41% | 209,561 | $13.1M | Add +7.7% |
| SCHF Schwab Intl Equity ETF | 5.25% | 307,891 | $12.7M | Add +7.3% |
| JEPI JPMorgan Equity Premium Inco | 4.19% | 170,054 | $10.1M | Reduce -3.8% |
| CGGR Cap Group Growth Equity | 3.62% | 251,394 | $8.7M | Add +13.4% |
| VYM Vanguard High DVD Yield ETF | 3.16% | 59,544 | $7.6M | Reduce -0.0% |
| PTRB Pgim Total Return Bond ETF | 2.85% | 160,445 | $6.9M | Add +9.9% |
| JPIE JPMorgan Income ETF | 2.75% | 143,119 | $6.6M | Add +10.6% |
| SCHD Schwab US DVD Equity ETF | 2.58% | 73,794 | $6.2M | Reduce -2.3% |
| FHLC Fidelity MSCI Health Care | 2.55% | 84,700 | $6.2M | Add +3.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.38% | 104,770 | $5.8M | New |
| DLR Digital Realty Trust Inc. | 2.07% | 30,876 | $5.0M | Add +1.5% |
| META Meta Platforms Inc. Class A | 1.88% | 7,947 | $4.5M | Reduce -4.3% |
| VOOG Vanguard S&P 500 Growth ETF | 1.80% | 12,571 | $4.3M | Reduce -5.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.48% | 122,335 | $3.6M | Add +7.7% |
| SAMT Strategas Macro Them Opps | 1.45% | 126,317 | $3.5M | Add +19.8% |
| MUB iShares National Muni Bond E | 1.38% | 30,672 | $3.3M | Add +15.5% |
| V Visa Inc. Class A | 1.36% | 11,934 | $3.3M | Reduce -1.7% |
| PULS Pgim Ultra Short Bond ETF | 1.23% | 59,874 | $3.0M | Add +1.0% |
| LOW Lowe's Cos Inc. | 1.21% | 10,820 | $2.9M | Reduce -32.0% |
| SOXX iShares Semiconductor ETF | 1.12% | 11,696 | $2.7M | Reduce -5.4% |
| TBUX T Rowe Price Ultra Short-Ter | 1.08% | 52,386 | $2.6M | Reduce -9.6% |
| DE Deere & Co. | 1.02% | 5,913 | $2.5M | Add +1.2% |
| IHI iShares U.S. Medical Devices | 0.96% | 39,214 | $2.3M | Add +2.8% |
| HR Healthcare Realty Trust Inc. | 0.95% | 126,581 | $2.3M | Reduce -2.1% |
| MSFT Microsoft Corp. | 0.87% | 4,884 | $2.1M | Add +6.9% |
| SO The Southern Co. | 0.87% | 23,181 | $2.1M | Reduce -6.0% |
| JPM JPMorgan Chase & Co. | 0.83% | 9,520 | $2.0M | Reduce -39.0% |
| DUK Duke Energy Corp. | 0.80% | 16,649 | $1.9M | Reduce -7.6% |
| FIDU Fidelity MSCI Indust Indx | 0.76% | 25,271 | $1.8M | Add +1.7% |
| BDX Becton Dickinson and Co. | 0.73% | 7,348 | $1.8M | Add +7.9% |
| SCHM Schwab US Mid Cap ETF | 0.72% | 20,990 | $1.7M | Reduce -0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.69% | 31,595 | $1.7M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 0.67% | 9,739 | $1.6M | Add +2.5% |
| XLK SS Technology Select Sector | 0.64% | 6,859 | $1.5M | Reduce -0.4% |
| LIT Global X Lithium & Battery T | 0.64% | 35,489 | $1.5M | Add +30.0% |
| LLY Eli Lilly & Co. | 0.61% | 1,666 | $1.5M | No change |
| WMT Walmart Inc. | 0.61% | 18,104 | $1.5M | Reduce -48.5% |
| SCHA Schwab US Small-Cap ETF | 0.57% | 26,928 | $1.4M | Reduce -0.3% |
| PGR Progressive Corp. | 0.57% | 5,441 | $1.4M | No change |
| KMI Kinder Morgan Inc. | 0.57% | 62,149 | $1.4M | Add +131.2% |
| NVDA Nvidia Corp. | 0.53% | 10,632 | $1.3M | Reduce -4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 2,224 | $1.3M | Add +0.0% |
| BNL Broadstone Net Lease Inc. | 0.52% | 66,642 | $1.3M | No change |
| XOM Exxon Mobil Corp. | 0.43% | 8,803 | $1.0M | Reduce -47.4% |
| NEE Nextera Energy Inc. | 0.43% | 12,191 | $1.0M | Add +5.6% |
| DOC Healthpeak Properties Inc. | 0.43% | 45,022 | $1.0M | Reduce -4.4% |
| AON Aon PLC Class A | 0.40% | 2,813 | $973K | Add +0.2% |
| HYDB iShares High Yield Systemati | 0.38% | 19,098 | $918K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.37% | 5,162 | $894K | Reduce -11.0% |
| AAPL Apple Inc. | 0.36% | 3,745 | $873K | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 3,046 | $862K | Reduce -1.1% |
| IWR iShares Russell Mid-Cap ETF | 0.36% | 9,770 | $861K | Reduce -1.6% |
| UTG Reaves Utility Income Fund | 0.32% | 23,369 | $767K | Reduce -0.4% |
| PSX Phillips 66 | 0.30% | 5,464 | $718K | Reduce -49.4% |
| BSX Boston Scientific Corp. | 0.30% | 8,547 | $716K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.28% | 820 | $683K | No change |
| SUB iShares Short-Term National | 0.28% | 6,405 | $680K | Reduce -5.8% |
| QS Quantumscape Corp. | 0.27% | 111,884 | $643K | Add +27.6% |
| EIPI FT Energy Income ETF | 0.26% | 32,401 | $627K | Reduce -10.2% |
| ACN Accenture PLC Class A | 0.25% | 1,688 | $597K | Reduce -10.2% |
| IYH iShares U.S. Healthcare ETF | 0.24% | 8,977 | $584K | Reduce -10.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 7,470 | $583K | No change |
| VOO Vanguard S&P 500 ETF | 0.24% | 1,077 | $569K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.22% | 4,538 | $539K | Reduce -4.1% |
| AMZN Amazon.com Inc. | 0.21% | 2,777 | $517K | Add +0.0% |
| JNJ Johnson & Johnson | 0.21% | 3,155 | $511K | Reduce -11.5% |
| IWO iShares Russell 2000 Growth | 0.19% | 1,618 | $460K | No change |
| CAPE Doubleline Shiller Cape US | 0.18% | 15,008 | $444K | Add +18.9% |
| FDX FedEx Corp. | 0.18% | 1,584 | $433K | Reduce -72.5% |
| DVY iShares Select Dividend ETF | 0.17% | 3,041 | $411K | Reduce -14.3% |
| COST Costco Wholesale Corp. | 0.17% | 463 | $410K | No change |
| RY Royal Bank of Canada | 0.17% | 3,233 | $403K | Reduce -3.4% |
| SCHX Schwab US Large-Cap ETF | 0.17% | 5,888 | $400K | No change |
| VZ Verizon Communications Inc. | 0.16% | 8,790 | $395K | Reduce -82.5% |
| XYLD Global X S&P 500 Cove Call E | 0.16% | 9,382 | $389K | Reduce -10.9% |
| EXTR Extreme Networks Inc. | 0.16% | 25,145 | $378K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.15% | 3,186 | $374K | Reduce -4.8% |
| IWM iShares Russell 2000 ETF | 0.14% | 1,529 | $338K | No change |
| NVS Novartis AG-Sponsored ADR | 0.14% | 2,878 | $331K | Reduce -4.7% |
| VGT Vanguard Info Tech ETF | 0.14% | 560 | $328K | No change |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.13% | 22,743 | $312K | Reduce -3.1% |
| HD Home Depot Inc. | 0.13% | 748 | $303K | Add +0.5% |
| VLO Valero Energy Corp. | 0.12% | 2,214 | $299K | Reduce -0.2% |
| XVV iShares ESG Select Screened | 0.12% | 6,704 | $296K | Add +0.3% |
| AAAU Goldman Sachs Physical Gold | 0.12% | 11,270 | $293K | No change |
| CSCO Cisco Systems Inc. | 0.12% | 5,495 | $292K | No change |
| SYK Stryker Corp. | 0.11% | 755 | $273K | No change |
| SCHH Schwab US REIT ETF | 0.10% | 10,792 | $250K | Reduce -2.5% |
| CMCSA Comcast Corp. Class A | 0.10% | 5,643 | $236K | Reduce -4.4% |
| EFA iShares MSCI Eafe ETF | 0.09% | 2,729 | $228K | No change |
| COP Conocophillips | 0.09% | 2,108 | $222K | Reduce -10.5% |
| SCHB Schwab US Broad Market ETF | 0.09% | 3,334 | $222K | Reduce -3.6% |
| T AT&T Inc. | 0.09% | 10,060 | $221K | Reduce -17.2% |
| HDV iShares Core High Dividend E | 0.09% | 1,833 | $216K | New |
| ED Consolidated Edison Inc. | 0.09% | 1,987 | $207K | New |
| SGOV iShares 0-3 Month Treasury B | 0.08% | 1,994 | $201K | No change |
| LAMR Lamar Advertising Co. Class A | 0.08% | 1,500 | $200K | New |
Portfolio Sells Q2 2024 → Q3 2024
| VZ Verizon Communications Inc. | Reduce -82.5% | 0.16% | −0.79 |
| JPM JPMorgan Chase & Co. | Reduce -39.0% | 0.83% | −0.63 |
| FDX FedEx Corp. | Reduce -72.5% | 0.18% | −0.62 |
| WMT Walmart Inc. | Reduce -48.5% | 0.61% | −0.49 |
| XOM Exxon Mobil Corp. | Reduce -47.4% | 0.43% | −0.46 |
| JEPI JPMorgan Equity Premium Inco | Reduce -3.8% | 4.19% | −0.43 |
| PSX Phillips 66 | Reduce -49.4% | 0.30% | −0.41 |
| LOW Lowe's Cos Inc. | Reduce -32.0% | 1.21% | −0.40 |
| SOXX iShares Semiconductor ETF | Reduce -5.4% | 1.12% | −0.29 |
| TBUX T Rowe Price Ultra Short-Ter | Reduce -9.6% | 1.08% | −0.24 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -5.0% | 1.80% | −0.24 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.3% | 2.58% | −0.13 |
| V Visa Inc. Class A | Reduce -1.7% | 1.36% | −0.11 |
| NVDA Nvidia Corp. | Reduce -4.5% | 0.53% | −0.10 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.0% | 3.16% | −0.10 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -3.4% | 0.69% | −0.08 |
| XLK SS Technology Select Sector | Reduce -0.4% | 0.64% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -11.0% | 0.37% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -74.3% | 0.02% | −0.06 |
| EIPI FT Energy Income ETF | Reduce -10.2% | 0.26% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -4.3% | 1.88% | −0.05 |
| SUB iShares Short-Term National | Reduce -5.8% | 0.28% | −0.05 |
| IYH iShares U.S. Healthcare ETF | Reduce -10.1% | 0.24% | −0.04 |
| DUK Duke Energy Corp. | Reduce -7.6% | 0.80% | −0.04 |
| VLO Valero Energy Corp. | Reduce -0.2% | 0.12% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.7% | 0.72% | −0.04 |
| XYLD Global X S&P 500 Cove Call E | Reduce -10.9% | 0.16% | −0.04 |
| COP Conocophillips | Reduce -10.5% | 0.09% | −0.03 |
| HR Healthcare Realty Trust Inc. | Reduce -2.1% | 0.95% | −0.03 |
| JNJ Johnson & Johnson | Reduce -11.5% | 0.21% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -14.3% | 0.17% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.1% | 0.36% | −0.02 |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | Reduce -3.1% | 0.13% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.3% | 0.57% | −0.02 |
| SO The Southern Co. | Reduce -6.0% | 0.87% | −0.02 |
| ACN Accenture PLC Class A | Reduce -10.2% | 0.25% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -4.8% | 0.15% | −0.02 |
| T AT&T Inc. | Reduce -17.2% | 0.09% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -22.0% | 0.05% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.6% | 0.36% | −0.01 |
| AAPL Apple Inc. | Reduce -3.1% | 0.36% | −0.01 |
| NVS Novartis AG-Sponsored ADR | Reduce -4.7% | 0.14% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -4.4% | 0.10% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -3.6% | 0.09% | −0.01 |
| PFL PIMCO Income Strategy Fund | Reduce -2.8% | 0.08% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.6% | 0.03% | −0.00 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.00 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -3.6% | 0.03% | −0.00 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.00 |
| USRT iShares Core US REIT ETF | Reduce -11.4% | 0.02% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| JEPQ JPM Nasdaq Equity Premium | New | 2.38% | +2.38 |
| IVV iShares Core S&P 500 ETF | Add +29.3% | 9.39% | +1.72 |
| FTEC Fidelity MSCI Info Tech Indx | Add +25.7% | 5.70% | +0.74 |
| KMI Kinder Morgan Inc. | Add +131.2% | 0.57% | +0.32 |
| CGGR Cap Group Growth Equity | Add +13.4% | 3.62% | +0.26 |
| DFAS Dimensional US Small Cap ETF | Add +7.5% | 5.85% | +0.24 |
| SAMT Strategas Macro Them Opps | Add +19.8% | 1.45% | +0.18 |
| SCHF Schwab Intl Equity ETF | Add +7.3% | 5.25% | +0.16 |
| IJH iShares Core S&P Midcap ETF | Add +7.7% | 5.41% | +0.16 |
| LIT Global X Lithium & Battery T | Add +30.0% | 0.64% | +0.15 |
| HDV iShares Core High Dividend E | New | 0.09% | +0.09 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +7.7% | 1.48% | +0.09 |
| ED Consolidated Edison Inc. | New | 0.09% | +0.09 |
| LAMR Lamar Advertising Co. Class A | New | 0.08% | +0.08 |
| MUB iShares National Muni Bond E | Add +15.5% | 1.38% | +0.07 |
| PTRB Pgim Total Return Bond ETF | Add +9.9% | 2.85% | +0.07 |
| QS Quantumscape Corp. | Add +27.6% | 0.27% | +0.07 |
| BBDC Barings BDC Inc. | New | 0.06% | +0.06 |
| NEE Nextera Energy Inc. | Add +5.6% | 0.43% | +0.05 |
| JPIE JPMorgan Income ETF | Add +10.6% | 2.75% | +0.04 |
| AON Aon PLC Class A | Add +0.2% | 0.40% | +0.02 |
| CAPE Doubleline Shiller Cape US | Add +18.9% | 0.18% | +0.02 |
| DE Deere & Co. | Add +1.2% | 1.02% | +0.02 |
| HD Home Depot Inc. | Add +0.5% | 0.13% | +0.01 |
| FIDU Fidelity MSCI Indust Indx | Add +1.7% | 0.76% | +0.01 |
| JTEK JPMorgan US Tech Leaders | New | 0.00% | +0.00 |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | Add +2.0% | 0.03% | +0.00 |
| BDX Becton Dickinson and Co. | Add +7.9% | 0.73% | −0.00 |
| QYLD Global X Nasd 100 Cov Call | Add +4.9% | 0.02% | −0.00 |
| XJH Ishare ESG SS S&P Midcap ETF | Add +1.4% | 0.04% | −0.00 |
| XVV iShares ESG Select Screened | Add +0.3% | 0.12% | −0.01 |
| IHI iShares U.S. Medical Devices | Add +2.8% | 0.96% | −0.02 |
| FHLC Fidelity MSCI Health Care | Add +3.9% | 2.55% | −0.03 |
| HYDB iShares High Yield Systemati | Add +0.1% | 0.38% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.0% | 0.53% | −0.03 |
| AMZN Amazon.com Inc. | Add +0.0% | 0.21% | −0.03 |
| DLR Digital Realty Trust Inc. | Add +1.5% | 2.07% | −0.06 |
| MSFT Microsoft Corp. | Add +6.9% | 0.87% | −0.07 |
| PULS Pgim Ultra Short Bond ETF | Add +1.0% | 1.23% | −0.12 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 0.67% | −0.13 |
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 |