Armor Investment Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Armor Investment Advisors, LLC reported 159 stock positions worth $243.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.2% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 6.1%) and Fidelity MSCI Info Tech Indx (FTEC, 6.1%). Compared with Q3 2024, it opened 10 new positions, sold out of 7, added to 50 and reduced 42. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +7%) and the biggest sale Pgim Ultra Short Bond ETF (PULS, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001694079
- Portfolio Value
- $243.3M (Q4 2024)
- SEC Filing
- 0001398344-25-001330 ↗ filed Jan 29, 2025
Holdings Value
Holdings 159 stocks · $243.3M
| IVV iShares Core S&P 500 ETF | 10.19% | 42,117 | $24.8M | Add +7.1% |
| DFAS Dimensional US Small Cap ETF | 6.11% | 228,374 | $14.9M | Add +4.9% |
| FTEC Fidelity MSCI Info Tech Indx | 6.09% | 80,129 | $14.8M | Add +1.6% |
| IJH iShares Core S&P Midcap ETF | 5.67% | 221,324 | $13.8M | Add +5.6% |
| SCHF Schwab Intl Equity ETF | 4.90% | 644,521 | $11.9M | Add +4.7% |
| JEPI JPMorgan Equity Premium Inco | 4.36% | 184,336 | $10.6M | Add +8.4% |
| CGGR Cap Group Growth Equity | 3.95% | 258,696 | $9.6M | Add +2.9% |
| VYM Vanguard High DVD Yield ETF | 3.03% | 57,805 | $7.4M | Reduce -2.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.78% | 119,804 | $6.8M | Add +14.3% |
| PTRB Pgim Total Return Bond ETF | 2.70% | 160,213 | $6.6M | Reduce -0.1% |
| JPIE JPMorgan Income ETF | 2.70% | 143,807 | $6.6M | Add +0.5% |
| SCHD Schwab US DVD Equity ETF | 2.50% | 223,049 | $6.1M | Add +0.8% |
| FHLC Fidelity MSCI Health Care | 2.30% | 85,678 | $5.6M | Add +1.1% |
| DLR Digital Realty Trust Inc. | 2.29% | 31,390 | $5.6M | Add +1.7% |
| META Meta Platforms Inc. Class A | 1.88% | 7,806 | $4.6M | Reduce -1.8% |
| VOOG Vanguard S&P 500 Growth ETF | 1.65% | 10,996 | $4.0M | Reduce -12.5% |
| MUB iShares National Muni Bond E | 1.62% | 37,009 | $3.9M | Add +20.7% |
| SAMT Strategas Macro Them Opps | 1.58% | 132,024 | $3.8M | Add +4.5% |
| V Visa Inc. Class A | 1.54% | 11,878 | $3.8M | Reduce -0.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.42% | 129,863 | $3.5M | Add +6.2% |
| TBUX T Rowe Price Ultra Short-Ter | 1.11% | 54,424 | $2.7M | Add +3.9% |
| LOW Lowe's Cos Inc. | 1.05% | 10,386 | $2.6M | Reduce -4.0% |
| SOXX iShares Semiconductor ETF | 1.05% | 11,812 | $2.5M | Add +1.0% |
| DE Deere & Co. | 1.04% | 5,953 | $2.5M | Add +0.7% |
| IHI iShares U.S. Medical Devices | 0.96% | 39,845 | $2.3M | Add +1.6% |
| PULS Pgim Ultra Short Bond ETF | 0.94% | 46,315 | $2.3M | Reduce -22.6% |
| HR Healthcare Realty Trust Inc. | 0.93% | 133,189 | $2.3M | Add +5.2% |
| MSFT Microsoft Corp. | 0.91% | 5,227 | $2.2M | Add +7.0% |
| JPM JPMorgan Chase & Co. | 0.84% | 8,480 | $2.0M | Reduce -10.9% |
| GOOGL Alphabet Inc. Class A | 0.78% | 9,988 | $1.9M | Add +2.6% |
| SO The Southern Co. | 0.74% | 21,790 | $1.8M | Reduce -6.0% |
| KMI Kinder Morgan Inc. | 0.72% | 64,114 | $1.8M | Add +3.2% |
| FIDU Fidelity MSCI Indust Indx | 0.72% | 24,899 | $1.8M | Reduce -1.5% |
| BDX Becton Dickinson and Co. | 0.71% | 7,562 | $1.7M | Add +2.9% |
| SCHM Schwab US Mid Cap ETF | 0.70% | 61,249 | $1.7M | Reduce -2.7% |
| DUK Duke Energy Corp. | 0.69% | 15,548 | $1.7M | Reduce -6.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.67% | 31,595 | $1.6M | No change |
| XLK SS Technology Select Sector | 0.66% | 6,859 | $1.6M | No change |
| WMT Walmart Inc. | 0.64% | 17,241 | $1.6M | Reduce -4.8% |
| NVDA Nvidia Corp. | 0.60% | 10,830 | $1.5M | Add +1.9% |
| LIT Global X Lithium & Battery T | 0.59% | 35,075 | $1.4M | Reduce -1.2% |
| SCHA Schwab US Small-Cap ETF | 0.56% | 52,798 | $1.4M | Reduce -2.0% |
| LLY Eli Lilly & Co. | 0.55% | 1,734 | $1.3M | Add +4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 2,225 | $1.3M | Add +0.0% |
| PGR Progressive Corp. | 0.54% | 5,441 | $1.3M | No change |
| AON Aon PLC Class A | 0.42% | 2,836 | $1.0M | Add +0.8% |
| DOC Healthpeak Properties Inc. | 0.39% | 46,619 | $945K | Add +3.5% |
| AAPL Apple Inc. | 0.39% | 3,748 | $939K | Add +0.1% |
| HYDB iShares High Yield Systemati | 0.37% | 19,125 | $899K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 3,046 | $883K | No change |
| NEE Nextera Energy Inc. | 0.36% | 12,272 | $880K | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.35% | 7,857 | $845K | Reduce -10.8% |
| IWR iShares Russell Mid-Cap ETF | 0.35% | 9,530 | $842K | Reduce -2.5% |
| BSX Boston Scientific Corp. | 0.31% | 8,547 | $763K | No change |
| BNL Broadstone Net Lease Inc. | 0.30% | 45,573 | $723K | Reduce -31.6% |
| PG The Procter & Gamble Co. | 0.29% | 4,152 | $696K | Reduce -19.6% |
| UTG Reaves Utility Income Fund | 0.29% | 21,891 | $694K | Reduce -6.3% |
| AMZN Amazon.com Inc. | 0.26% | 2,853 | $626K | Add +2.7% |
| QS Quantumscape Corp. | 0.25% | 117,201 | $608K | Add +4.8% |
| ACN Accenture PLC Class A | 0.25% | 1,713 | $603K | Add +1.5% |
| PSX Phillips 66 | 0.24% | 5,186 | $591K | Reduce -5.1% |
| VOO Vanguard S&P 500 ETF | 0.24% | 1,077 | $581K | No change |
| EIPI FT Energy Income ETF | 0.24% | 29,363 | $572K | Reduce -9.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.23% | 820 | $568K | No change |
| IYH iShares U.S. Healthcare ETF | 0.21% | 8,977 | $523K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.20% | 4,523 | $475K | Reduce -0.3% |
| IWO iShares Russell 2000 Growth | 0.19% | 1,618 | $466K | No change |
| CAPE Doubleline Shiller Cape US | 0.19% | 15,150 | $454K | Add +0.9% |
| COST Costco Wholesale Corp. | 0.18% | 486 | $445K | Add +5.0% |
| EXTR Extreme Networks Inc. | 0.17% | 25,145 | $421K | No change |
| SCHX Schwab US Large-Cap ETF | 0.17% | 17,694 | $410K | Add +0.2% |
| IWP iShares Russell Mid-Cap Grow | 0.16% | 3,138 | $398K | Reduce -1.5% |
| RY Royal Bank of Canada | 0.16% | 3,250 | $392K | Add +0.5% |
| JNJ Johnson & Johnson | 0.16% | 2,666 | $386K | Reduce -15.5% |
| DVY iShares Select Dividend ETF | 0.16% | 2,910 | $382K | Reduce -4.3% |
| XYLD Global X S&P 500 Cove Call E | 0.15% | 8,779 | $368K | Reduce -6.4% |
| FDX FedEx Corp. | 0.15% | 1,304 | $367K | Reduce -17.7% |
| SUB iShares Short-Term National | 0.15% | 3,457 | $365K | Reduce -46.0% |
| VGT Vanguard Info Tech ETF | 0.14% | 560 | $348K | No change |
| HD Home Depot Inc. | 0.14% | 865 | $336K | Add +15.6% |
| CSCO Cisco Systems Inc. | 0.14% | 5,657 | $335K | Add +3.0% |
| VZ Verizon Communications Inc. | 0.13% | 7,890 | $316K | Reduce -10.2% |
| XVV iShares ESG Select Screened | 0.12% | 6,704 | $304K | No change |
| AAAU Goldman Sachs Physical Gold | 0.12% | 11,270 | $292K | No change |
| NVS Novartis AG-Sponsored ADR | 0.12% | 2,878 | $280K | No change |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.11% | 19,794 | $277K | Reduce -13.0% |
| VLO Valero Energy Corp. | 0.11% | 2,214 | $271K | No change |
| SYK Stryker Corp. | 0.11% | 710 | $256K | Reduce -6.0% |
| IWM iShares Russell 2000 ETF | 0.10% | 1,053 | $233K | Reduce -31.1% |
| SCHH Schwab US REIT ETF | 0.09% | 10,821 | $228K | Add +0.3% |
| SCHB Schwab US Broad Market ETF | 0.09% | 10,005 | $227K | No change |
| EFA iShares MSCI Eafe ETF | 0.09% | 2,856 | $216K | Add +4.7% |
| CMCSA Comcast Corp. Class A | 0.09% | 5,613 | $211K | Reduce -0.5% |
| COP Conocophillips | 0.09% | 2,088 | $207K | Reduce -0.9% |
| HDV iShares Core High Dividend E | 0.08% | 1,833 | $206K | No change |
| T AT&T Inc. | 0.08% | 8,962 | $204K | Reduce -10.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.08% | 800 | $203K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.08% | 1,994 | $200K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.08% | 4,750 | $192K | No change |
| PFL PIMCO Income Strategy Fund | 0.08% | 22,118 | $185K | Reduce -3.9% |
Portfolio Sells Q3 2024 → Q4 2024
| PULS Pgim Ultra Short Bond ETF | Reduce -22.6% | 0.94% | −0.29 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.24 |
| BNL Broadstone Net Lease Inc. | Reduce -31.6% | 0.30% | −0.23 |
| LOW Lowe's Cos Inc. | Reduce -4.0% | 1.05% | −0.16 |
| PTRB Pgim Total Return Bond ETF | Reduce -0.1% | 2.70% | −0.15 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -12.5% | 1.65% | −0.14 |
| SUB iShares Short-Term National | Reduce -46.0% | 0.15% | −0.13 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.9% | 3.03% | −0.13 |
| SO The Southern Co. | Reduce -6.0% | 0.74% | −0.13 |
| DUK Duke Energy Corp. | Reduce -6.6% | 0.69% | −0.11 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -19.6% | 0.29% | −0.08 |
| LAMR Lamar Advertising Co. Class A | Sold out | 0.00% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -10.8% | 0.35% | −0.08 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Sold out | 0.00% | −0.08 |
| PSX Phillips 66 | Reduce -5.1% | 0.24% | −0.05 |
| JNJ Johnson & Johnson | Reduce -15.5% | 0.16% | −0.05 |
| LIT Global X Lithium & Battery T | Reduce -1.2% | 0.59% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -31.1% | 0.10% | −0.04 |
| FIDU Fidelity MSCI Indust Indx | Reduce -1.5% | 0.72% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -10.2% | 0.13% | −0.03 |
| UTG Reaves Utility Income Fund | Reduce -6.3% | 0.29% | −0.03 |
| FDX FedEx Corp. | Reduce -17.7% | 0.15% | −0.03 |
| IRM Iron Mountain Inc. | Reduce -0.3% | 0.20% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.7% | 0.70% | −0.02 |
| EIPI FT Energy Income ETF | Reduce -9.4% | 0.24% | −0.02 |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | Reduce -13.0% | 0.11% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -74.8% | 0.00% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.0% | 0.56% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -4.3% | 0.16% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -0.5% | 0.09% | −0.01 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.5% | 0.35% | −0.01 |
| XYLD Global X S&P 500 Cove Call E | Reduce -6.4% | 0.15% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -25.2% | 0.04% | −0.01 |
| SYK Stryker Corp. | Reduce -6.0% | 0.11% | −0.01 |
| T AT&T Inc. | Reduce -10.9% | 0.08% | −0.01 |
| COP Conocophillips | Reduce -0.9% | 0.09% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 1.88% | −0.01 |
| PFL PIMCO Income Strategy Fund | Reduce -3.9% | 0.08% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.9% | 0.05% | −0.00 |
| ICLN iShares Global Clean Energy | Reduce -9.6% | 0.01% | −0.00 |
| VAW Vanguard Materials ETF | Sold out | 0.00% | −0.00 |
| XLRE SS Real Estate Select Sector | Reduce -31.9% | 0.00% | −0.00 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -10.9% | 0.84% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.5% | 0.16% | +0.01 |
| WMT Walmart Inc. | Reduce -4.8% | 0.64% | +0.03 |
| V Visa Inc. Class A | Reduce -0.5% | 1.54% | +0.18 |
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Add +7.1% | 10.19% | +0.80 |
| JEPQ JPM Nasdaq Equity Premium | Add +14.3% | 2.78% | +0.39 |
| FTEC Fidelity MSCI Info Tech Indx | Add +1.6% | 6.09% | +0.39 |
| CGGR Cap Group Growth Equity | Add +2.9% | 3.95% | +0.33 |
| DFAS Dimensional US Small Cap ETF | Add +4.9% | 6.11% | +0.26 |
| IJH iShares Core S&P Midcap ETF | Add +5.6% | 5.67% | +0.26 |
| MUB iShares National Muni Bond E | Add +20.7% | 1.62% | +0.24 |
| DLR Digital Realty Trust Inc. | Add +1.7% | 2.29% | +0.22 |
| JEPI JPMorgan Equity Premium Inco | Add +8.4% | 4.36% | +0.17 |
| KMI Kinder Morgan Inc. | Add +3.2% | 0.72% | +0.15 |
| SAMT Strategas Macro Them Opps | Add +4.5% | 1.58% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +2.6% | 0.78% | +0.11 |
| NVDA Nvidia Corp. | Add +1.9% | 0.60% | +0.06 |
| AMZN Amazon.com Inc. | Add +2.7% | 0.26% | +0.04 |
| MSFT Microsoft Corp. | Add +7.0% | 0.91% | +0.03 |
| TBUX T Rowe Price Ultra Short-Ter | Add +3.9% | 1.11% | +0.03 |
| AAPL Apple Inc. | Add +0.1% | 0.39% | +0.02 |
| CSCO Cisco Systems Inc. | Add +3.0% | 0.14% | +0.02 |
| AON Aon PLC Class A | Add +0.8% | 0.42% | +0.02 |
| DE Deere & Co. | Add +0.7% | 1.04% | +0.01 |
| COST Costco Wholesale Corp. | Add +5.0% | 0.18% | +0.01 |
| HD Home Depot Inc. | Add +15.6% | 0.14% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.0% | 0.54% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.2% | 0.17% | +0.00 |
| CAPE Doubleline Shiller Cape US | Add +0.9% | 0.19% | +0.00 |
| XLF SS Financial Select Sector | Add +5.1% | 0.02% | +0.00 |
| URA Global X Uranium ETF | Add +100.0% | 0.00% | +0.00 |
| XJH Ishare ESG SS S&P Midcap ETF | Add +4.7% | 0.04% | +0.00 |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | Add +5.5% | 0.03% | +0.00 |
| ACN Accenture PLC Class A | Add +1.5% | 0.25% | +0.00 |
| SCHK Schwab 1000 Index ETF | New | 0.00% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.00% | +0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.00% | +0.00 |
| FREL Fidelity MSCI RL Est Indx | Add +533.3% | 0.00% | +0.00 |
| SCHI Schwab 5-10 Year Corporate B | New | 0.00% | +0.00 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.00% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.00% | +0.00 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | New | 0.00% | +0.00 |
| SCHR Schwab Intermediate-Term US | New | 0.00% | +0.00 |
| SCHC Schwab Intl Small-Cap Equity | New | 0.00% | +0.00 |
| EBND State Street SPDR Bloomberg | New | 0.00% | 0.00 |
| IYR iShares US Real Estate ETF | Add +0.8% | 0.03% | −0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.5% | 0.04% | −0.00 |
| EFA iShares MSCI Eafe ETF | Add +4.7% | 0.09% | −0.01 |
| RY Royal Bank of Canada | Add +0.5% | 0.16% | −0.01 |
| IHI iShares U.S. Medical Devices | Add +1.6% | 0.96% | −0.01 |
| SCHH Schwab US REIT ETF | Add +0.3% | 0.09% | −0.01 |
| HYDB iShares High Yield Systemati | Add +0.1% | 0.37% | −0.01 |
| QS Quantumscape Corp. | Add +4.8% | 0.25% | −0.02 |
| HR Healthcare Realty Trust Inc. | Add +5.2% | 0.93% | −0.02 |
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 |