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

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 Q3 2024 Q4 2024: $243.3M $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 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%
SUSB iShares ESG Aware 1-5 Year U 0.07% 6,913 $171K No change
BBDC Barings BDC Inc. 0.06% 14,600 $140K No change
VHT Vanguard Health Care ETF 0.05% 521 $132K No change
IJR iShares Core S&P Small-Cap E 0.05% 956 $110K Reduce -5.9%
VB Vanguard Most SM-Cap ETF-Usd 0.04% 456 $110K No change
VNQ Vanguard Real Estate ETF 0.04% 1,092 $97K Add +0.5%
XJH Ishare ESG SS S&P Midcap ETF 0.04% 2,226 $93K Add +4.7%
SCHG Schwab US Large-Cap Growth 0.04% 3,260 $91K Reduce -25.2%
IVW iShares S&P 500 Growth ETF 0.04% 838 $85K No change
EOD Allspring Global Dividend Op 0.03% 17,022 $85K No change
SDY SS SPDR S&P Dividend ETF 0.03% 620 $82K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 495 $80K No change
XJR Ishr ESG SS S&P Smal-Cap-Usd 0.03% 1,923 $79K Add +5.5%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 935 $71K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.03% 1,240 $68K No change
IDEV iShares Core MSCI Dev MKTS 0.03% 973 $63K No change
IYR iShares US Real Estate ETF 0.03% 673 $63K Add +0.8%
XLY SS Consumer Disc Select Sect 0.03% 277 $62K No change
CWB SS SPDR BB Conv Sec ETF 0.02% 775 $60K No change
EEM iShares MSCI Emerging Market 0.02% 1,300 $54K No change
XLI SS Industrial Select Sector 0.02% 381 $50K No change
XLF SS Financial Select Sector 0.02% 1,028 $50K Add +5.1%
QYLD Global X Nasd 100 Cov Call 0.02% 2,692 $49K No change
XLP SS Consumer Staples Sel Sect 0.02% 573 $45K No change
GOOG Alphabet Inc. Class C 0.02% 230 $44K No change
IJK iShares S&P Mid-Cap 400 Grow 0.02% 440 $40K No change
XLV SS Health Care Select Sector 0.02% 272 $37K No change
USRT iShares Core US REIT ETF 0.01% 620 $36K No change
VOX Vanguard Communication Servi 0.01% 185 $29K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 105 $28K No change
XLB SS Materials Select Sector 0.01% 312 $26K No change
IWD iShares Russell 1000 Value E 0.01% 135 $25K No change
PTH Invesco Dorsey Wright Health 0.01% 579 $23K No change
ICLN iShares Global Clean Energy 0.01% 1,893 $22K Reduce -9.6%
IWN iShares Russell 2000 Value E 0.01% 130 $21K No change
IWF iShares Russell 1000 Growth 0.01% 50 $20K No change
IYW iShares Ustechnology ETF 0.01% 92 $15K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.00% 148 $12K Reduce -74.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 46 $9K No change
URA Global X Uranium ETF 0.00% 200 $5K Add +100.0%
RSP Invesco S&P 500 Equal Weight 0.00% 30 $5K No change
XLRE SS Real Estate Select Sector 0.00% 92 $4K Reduce -31.9%
IWV iShares Russell 3000 ETF 0.00% 11 $4K No change
IJT iShares S&P Small-Cap 600 GR 0.00% 20 $3K No change
SCHV Schwab US Large-Cap Value 0.00% 99 $3K No change
JTEK JPMorgan US Tech Leaders 0.00% 20 $2K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 42 $995 New
AIA iShares Asia 50 ETF 0.00% 14 $950 No change
SCHK Schwab 1000 Index ETF 0.00% 33 $934 New
SLYV SS SPDR S&P 600 SC Val ETF 0.00% 10 $873 No change
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 22 $653 New
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 20 $581 New
SCHI Schwab 5-10 Year Corporate B 0.00% 26 $574 New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.00% 16 $531 New
FREL Fidelity MSCI RL Est Indx 0.00% 19 $513 Add +533.3%
FNDC Schwab Fndmnt Intl SM Eq ETF 0.00% 10 $341 New
SCHR Schwab Intermediate-Term US 0.00% 10 $243 New
SCHC Schwab Intl Small-Cap Equity 0.00% 6 $206 New
EBND State Street SPDR Bloomberg 0.00% 6 $117 New

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

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