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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $208.0M Q1 2024 Q2 2024: $216.8M Q2 2024 Q3 2024: $241.4M $241.4M Q3 2024 Q4 2024: $243.3M Q4 2024 Q1 2025: $241.6M Q1 2025 Q2 2025: $265.2M Q2 2025 Q3 2025: $315.6M Q3 2025 Q4 2025: $271.9M Q4 2025 Q1 2026: $277.5M Q1 2026 Q2 2026: $311.7M Q2 2026

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
PFL PIMCO Income Strategy Fund 0.08% 23,018 $197K Reduce -2.8%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.08% 800 $195K No change
PRF Invesco Rafi US 1000 ETF 0.08% 4,750 $193K No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.08% 15,565 $186K No change
SUSB iShares ESG Aware 1-5 Year U 0.07% 6,913 $174K No change
VHT Vanguard Health Care ETF 0.06% 521 $147K No change
BBDC Barings BDC Inc. 0.06% 14,600 $143K New
IJR iShares Core S&P Small-Cap E 0.05% 1,016 $119K Reduce -22.0%
SCHG Schwab US Large-Cap Growth 0.05% 1,090 $114K No change
VB Vanguard Most SM-Cap ETF-Usd 0.04% 456 $108K No change
VNQ Vanguard Real Estate ETF 0.04% 1,087 $106K No change
XJH Ishare ESG SS S&P Midcap ETF 0.04% 2,126 $90K Add +1.4%
SDY SS SPDR S&P Dividend ETF 0.04% 620 $88K No change
EOD Allspring Global Dividend Op 0.04% 17,022 $85K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 495 $83K No change
IVW iShares S&P 500 Growth ETF 0.03% 838 $80K Reduce -1.6%
XJR Ishr ESG SS S&P Smal-Cap-Usd 0.03% 1,823 $76K Add +2.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 935 $76K No change
IDEV iShares Core MSCI Dev MKTS 0.03% 973 $69K Reduce -3.6%
IYR iShares US Real Estate ETF 0.03% 668 $68K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.03% 1,240 $68K No change
EEM iShares MSCI Emerging Market 0.02% 1,300 $60K No change
CWB SS SPDR BB Conv Sec ETF 0.02% 775 $59K No change
XLY SS Consumer Disc Select Sect 0.02% 277 $56K No change
XLI SS Industrial Select Sector 0.02% 381 $52K No change
QYLD Global X Nasd 100 Cov Call 0.02% 2,692 $49K Add +4.9%
XLP SS Consumer Staples Sel Sect 0.02% 573 $48K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.02% 588 $47K No change
XLF SS Financial Select Sector 0.02% 978 $44K No change
XLV SS Health Care Select Sector 0.02% 272 $42K No change
IJK iShares S&P Mid-Cap 400 Grow 0.02% 440 $40K No change
GOOG Alphabet Inc. Class C 0.02% 230 $38K Reduce -74.3%
USRT iShares Core US REIT ETF 0.02% 620 $38K Reduce -11.4%
ICLN iShares Global Clean Energy 0.01% 2,093 $31K No change
XLB SS Materials Select Sector 0.01% 312 $30K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 105 $28K No change
PTH Invesco Dorsey Wright Health 0.01% 579 $27K No change
VOX Vanguard Communication Servi 0.01% 185 $27K No change
TIP iShares Tips Bond ETF 0.01% 239 $26K No change
IWD iShares Russell 1000 Value E 0.01% 135 $26K Reduce -4.3%
IWN iShares Russell 2000 Value E 0.01% 130 $22K No change
IWF iShares Russell 1000 Growth 0.01% 50 $19K No change
IYW iShares Ustechnology ETF 0.01% 92 $14K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 46 $9K No change
XLRE SS Real Estate Select Sector 0.00% 135 $6K No change
RSP Invesco S&P 500 Equal Weight 0.00% 30 $5K No change
VAW Vanguard Materials ETF 0.00% 17 $4K No change
IWV iShares Russell 3000 ETF 0.00% 11 $4K Reduce -26.7%
URA Global X Uranium ETF 0.00% 100 $3K No change
IJT iShares S&P Small-Cap 600 GR 0.00% 20 $3K No change
SCHV Schwab US Large-Cap Value 0.00% 33 $3K No change
VPU Vanguard Utilities ETF 0.00% 13 $2K No change
JTEK JPMorgan US Tech Leaders 0.00% 20 $1K New
AIA iShares Asia 50 ETF 0.00% 14 $1K No change
SLYV SS SPDR S&P 600 SC Val ETF 0.00% 10 $868 No change
FREL Fidelity MSCI RL Est Indx 0.00% 3 $88 No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 155$311.7MIVV, JPIE, FENI, FTEC, CGGR
Q1 2026 160$277.5MIVV, JPIE, FENI, FTEC, IUSB
Q4 2025 151$271.9MIVV, FMDE, JPIE, FENI, BND
Q3 2025 149$315.6MIVV, FMDE, FTEC, JPIE, BND
Q2 2025 153$265.2MIVV, FTEC, SCHF, DFAS, IJH
Q1 2025 154$241.6MIVV, DFAS, SCHF, FTEC, IJH
Q4 2024 159$243.3MIVV, DFAS, FTEC, IJH, SCHF
Q3 2024 156$241.4MIVV, DFAS, FTEC, IJH, SCHF
Q2 2024 156$216.8MIVV, DFAS, IJH, SCHF, FTEC
Q1 2024 165$208.0MDFAS, IJH, SCHF, JEPI, FTEC