Armor Investment Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Armor Investment Advisors, LLC reported 154 stock positions worth $241.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.9% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 5.7%) and Schwab Intl Equity ETF (SCHF, 5.6%). Compared with Q4 2024, it opened 5 new positions, sold out of 10, added to 35 and reduced 48. The biggest buy was a new position in iShares Convertible Bond ETF (ICVT) and the biggest sale Global X Lithium & Battery T (LIT, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001694079
- Portfolio Value
- $241.6M (Q1 2025)
- SEC Filing
- 0001398344-25-008596 ↗ filed May 2, 2025
Holdings Value
Holdings 154 stocks · $241.6M
| IVV iShares Core S&P 500 ETF | 9.87% | 42,444 | $23.8M | Add +0.8% |
| DFAS Dimensional US Small Cap ETF | 5.72% | 231,192 | $13.8M | Add +1.2% |
| SCHF Schwab Intl Equity ETF | 5.56% | 679,020 | $13.4M | Add +5.3% |
| FTEC Fidelity MSCI Info Tech Indx | 5.46% | 81,724 | $13.2M | Add +2.0% |
| IJH iShares Core S&P Midcap ETF | 5.41% | 224,161 | $13.1M | Add +1.3% |
| JEPI JPMorgan Equity Premium Inco | 4.44% | 187,946 | $10.7M | Add +2.0% |
| CGGR Cap Group Growth Equity | 3.67% | 258,822 | $8.9M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 3.07% | 57,506 | $7.4M | Reduce -0.5% |
| PTRB Pgim Total Return Bond ETF | 2.88% | 166,635 | $7.0M | Add +4.0% |
| JPIE JPMorgan Income ETF | 2.85% | 149,551 | $6.9M | Add +4.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.82% | 131,607 | $6.8M | Add +9.8% |
| SCHD Schwab US DVD Equity ETF | 2.58% | 223,200 | $6.2M | Add +0.1% |
| FHLC Fidelity MSCI Health Care | 2.42% | 85,543 | $5.8M | Reduce -0.2% |
| MUB iShares National Muni Bond E | 1.89% | 43,398 | $4.6M | Add +17.3% |
| DLR Digital Realty Trust Inc. | 1.88% | 31,673 | $4.5M | Add +0.9% |
| META Meta Platforms Inc. Class A | 1.84% | 7,714 | $4.4M | Reduce -1.2% |
| VOOG Vanguard S&P 500 Growth ETF | 1.74% | 12,570 | $4.2M | Add +14.3% |
| V Visa Inc. Class A | 1.71% | 11,800 | $4.1M | Reduce -0.7% |
| SAMT Strategas Macro Them Opps | 1.60% | 132,477 | $3.9M | Add +0.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.53% | 134,270 | $3.7M | Add +3.4% |
| ICVT iShares Convertible Bond ETF | 1.33% | 38,500 | $3.2M | New |
| FIDU Fidelity MSCI Indust Indx | 1.24% | 43,666 | $3.0M | Add +75.4% |
| TBUX T Rowe Price Ultra Short-Ter | 1.16% | 56,351 | $2.8M | Add +3.5% |
| DE Deere & Co. | 1.14% | 5,884 | $2.8M | Reduce -1.2% |
| IHI iShares U.S. Medical Devices | 0.99% | 39,889 | $2.4M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.96% | 9,940 | $2.3M | Reduce -4.3% |
| PULS Pgim Ultra Short Bond ETF | 0.93% | 45,348 | $2.3M | Reduce -2.1% |
| SOXX iShares Semiconductor ETF | 0.92% | 11,861 | $2.2M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 0.85% | 8,365 | $2.1M | Reduce -1.4% |
| SO The Southern Co. | 0.82% | 21,571 | $2.0M | Reduce -1.0% |
| MSFT Microsoft Corp. | 0.81% | 5,233 | $2.0M | Add +0.1% |
| DUK Duke Energy Corp. | 0.77% | 15,168 | $1.9M | Reduce -2.4% |
| KMI Kinder Morgan Inc. | 0.76% | 64,481 | $1.8M | Add +0.6% |
| BDX Becton Dickinson and Co. | 0.72% | 7,613 | $1.7M | Add +0.7% |
| SCHM Schwab US Mid Cap ETF | 0.65% | 59,884 | $1.6M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 0.64% | 9,967 | $1.5M | Reduce -0.2% |
| PGR Progressive Corp. | 0.64% | 5,441 | $1.5M | No change |
| WMT Walmart Inc. | 0.61% | 16,825 | $1.5M | Reduce -2.4% |
| HR Healthcare Realty Trust Inc. | 0.61% | 87,286 | $1.5M | Reduce -34.5% |
| LLY Eli Lilly & Co. | 0.59% | 1,716 | $1.4M | Reduce -1.0% |
| XLK SS Technology Select Sector | 0.59% | 6,859 | $1.4M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.52% | 2,226 | $1.2M | Add +0.0% |
| SCHA Schwab US Small-Cap ETF | 0.51% | 52,798 | $1.2M | No change |
| NVDA Nvidia Corp. | 0.48% | 10,763 | $1.2M | Reduce -0.6% |
| AON Aon PLC Class A | 0.47% | 2,823 | $1.1M | Reduce -0.5% |
| HYDB iShares High Yield Systemati | 0.38% | 19,654 | $926K | Add +2.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.37% | 17,223 | $902K | Reduce -45.5% |
| XOM Exxon Mobil Corp. | 0.37% | 7,465 | $888K | Reduce -5.0% |
| BSX Boston Scientific Corp. | 0.36% | 8,547 | $862K | No change |
| NEE Nextera Energy Inc. | 0.35% | 11,981 | $849K | Reduce -2.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 3,030 | $833K | Reduce -0.5% |
| AAPL Apple Inc. | 0.34% | 3,697 | $821K | Reduce -1.4% |
| IWR iShares Russell Mid-Cap ETF | 0.33% | 9,509 | $809K | Reduce -0.2% |
| BNL Broadstone Net Lease Inc. | 0.29% | 41,825 | $713K | Reduce -8.2% |
| UTG Reaves Utility Income Fund | 0.27% | 20,135 | $655K | Reduce -8.0% |
| PG The Procter & Gamble Co. | 0.27% | 3,834 | $653K | Reduce -7.7% |
| DOC Healthpeak Properties Inc. | 0.27% | 32,076 | $649K | Reduce -31.2% |
| PSX Phillips 66 | 0.26% | 5,098 | $629K | Reduce -1.7% |
| EIPI FT Energy Income ETF | 0.24% | 29,011 | $589K | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 0.23% | 1,077 | $554K | No change |
| IYH iShares U.S. Healthcare ETF | 0.23% | 8,998 | $548K | Add +0.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.22% | 820 | $543K | No change |
| AMZN Amazon.com Inc. | 0.22% | 2,853 | $543K | No change |
| ACN Accenture PLC Class A | 0.21% | 1,630 | $509K | Reduce -4.8% |
| CAPE Doubleline Shiller Cape US | 0.20% | 15,709 | $477K | Add +3.7% |
| QS Quantumscape Corp. | 0.19% | 112,994 | $470K | Reduce -3.6% |
| COST Costco Wholesale Corp. | 0.18% | 468 | $443K | Reduce -3.7% |
| JNJ Johnson & Johnson | 0.18% | 2,648 | $439K | Reduce -0.7% |
| IWO iShares Russell 2000 Growth | 0.17% | 1,618 | $413K | No change |
| SCHX Schwab US Large-Cap ETF | 0.16% | 17,694 | $391K | No change |
| DVY iShares Select Dividend ETF | 0.16% | 2,875 | $386K | Reduce -1.2% |
| SUB iShares Short-Term National | 0.16% | 3,644 | $385K | Add +5.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.16% | 4,381 | $377K | Reduce -3.1% |
| IWP iShares Russell Mid-Cap Grow | 0.15% | 3,138 | $369K | No change |
| RY Royal Bank of Canada | 0.15% | 3,268 | $368K | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.14% | 5,657 | $349K | No change |
| VZ Verizon Communications Inc. | 0.14% | 7,550 | $342K | Reduce -4.3% |
| HD Home Depot Inc. | 0.14% | 917 | $336K | Add +6.0% |
| EXTR Extreme Networks Inc. | 0.14% | 25,145 | $333K | No change |
| NVS Novartis AG-Sponsored ADR | 0.13% | 2,878 | $321K | No change |
| VGT Vanguard Info Tech ETF | 0.13% | 560 | $304K | No change |
| XYLD Global X S&P 500 Cove Call E | 0.13% | 7,688 | $304K | Reduce -12.4% |
| VLO Valero Energy Corp. | 0.12% | 2,214 | $292K | No change |
| FDX FedEx Corp. | 0.12% | 1,193 | $291K | Reduce -8.5% |
| XVV iShares ESG Select Screened | 0.12% | 6,704 | $287K | No change |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.11% | 19,687 | $258K | Reduce -0.5% |
| SYK Stryker Corp. | 0.10% | 668 | $249K | Reduce -5.9% |
| EFA iShares MSCI Eafe ETF | 0.10% | 2,882 | $236K | Add +0.9% |
| T AT&T Inc. | 0.10% | 8,258 | $234K | Reduce -7.9% |
| SCHH Schwab US REIT ETF | 0.10% | 10,733 | $231K | Reduce -0.8% |
| HDV iShares Core High Dividend E | 0.09% | 1,833 | $222K | No change |
| D Dominion Energy Inc. | 0.09% | 3,947 | $221K | New |
| COP Conocophillips | 0.09% | 2,094 | $220K | Add +0.3% |
| ED Consolidated Edison Inc. | 0.09% | 1,987 | $220K | New |
| IWM iShares Russell 2000 ETF | 0.09% | 1,053 | $210K | No change |
| YUM Yum! Brands Inc. | 0.09% | 1,311 | $206K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.08% | 2,683 | $203K | New |
| CMCSA Comcast Corp. Class A | 0.08% | 5,465 | $202K | Reduce -2.6% |
| SGOV iShares 0-3 Month Treasury B | 0.08% | 1,994 | $201K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.08% | 800 | $196K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| LIT Global X Lithium & Battery T | Reduce -97.3% | 0.02% | −0.57 |
| HR Healthcare Realty Trust Inc. | Reduce -34.5% | 0.61% | −0.32 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -45.5% | 0.37% | −0.30 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.64% | −0.14 |
| AAAU Goldman Sachs Physical Gold | Sold out | 0.00% | −0.12 |
| DOC Healthpeak Properties Inc. | Reduce -31.2% | 0.27% | −0.12 |
| NVDA Nvidia Corp. | Reduce -0.6% | 0.48% | −0.12 |
| LOW Lowe's Cos Inc. | Reduce -4.3% | 0.96% | −0.09 |
| QS Quantumscape Corp. | Reduce -3.6% | 0.19% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.2% | 0.65% | −0.05 |
| AAPL Apple Inc. | Reduce -1.4% | 0.34% | −0.05 |
| IRM Iron Mountain Inc. | Reduce -3.1% | 0.16% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 1.84% | −0.04 |
| ACN Accenture PLC Class A | Reduce -4.8% | 0.21% | −0.04 |
| FDX FedEx Corp. | Reduce -8.5% | 0.12% | −0.03 |
| WMT Walmart Inc. | Reduce -2.4% | 0.61% | −0.03 |
| XYLD Global X S&P 500 Cove Call E | Reduce -12.4% | 0.13% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.34% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -7.7% | 0.27% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -12.3% | 0.08% | −0.02 |
| UTG Reaves Utility Income Fund | Reduce -8.0% | 0.27% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.2% | 0.33% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -2.4% | 0.35% | −0.01 |
| PULS Pgim Ultra Short Bond ETF | Reduce -2.1% | 0.93% | −0.01 |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | Reduce -0.5% | 0.11% | −0.01 |
| ICLN iShares Global Clean Energy | Reduce -47.4% | 0.00% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -2.6% | 0.08% | −0.00 |
| SYK Stryker Corp. | Reduce -5.9% | 0.10% | −0.00 |
| BNL Broadstone Net Lease Inc. | Reduce -8.2% | 0.29% | −0.00 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -13.1% | 0.02% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -11.5% | 0.02% | −0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Sold out | 0.00% | −0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Sold out | 0.00% | −0.00 |
| SCHI Schwab 5-10 Year Corporate B | Sold out | 0.00% | −0.00 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Sold out | 0.00% | −0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Sold out | 0.00% | −0.00 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Sold out | 0.00% | −0.00 |
| SCHR Schwab Intermediate-Term US | Sold out | 0.00% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Sold out | 0.00% | −0.00 |
| EBND State Street SPDR Bloomberg | Sold out | 0.00% | 0.00 |
| COST Costco Wholesale Corp. | Reduce -3.7% | 0.18% | +0.00 |
| SCHH Schwab US REIT ETF | Reduce -0.8% | 0.10% | +0.00 |
| DVY iShares Select Dividend ETF | Reduce -1.2% | 0.16% | +0.00 |
| EIPI FT Energy Income ETF | Reduce -1.2% | 0.24% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -4.3% | 0.14% | +0.01 |
| T AT&T Inc. | Reduce -7.9% | 0.10% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.85% | +0.01 |
| PSX Phillips 66 | Reduce -1.7% | 0.26% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -5.0% | 0.37% | +0.02 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.18% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| ICVT iShares Convertible Bond ETF | New | 1.33% | +1.33 |
| SCHF Schwab Intl Equity ETF | Add +5.3% | 5.56% | +0.66 |
| FIDU Fidelity MSCI Indust Indx | Add +75.4% | 1.24% | +0.52 |
| MUB iShares National Muni Bond E | Add +17.3% | 1.89% | +0.27 |
| PTRB Pgim Total Return Bond ETF | Add +4.0% | 2.88% | +0.18 |
| JPIE JPMorgan Income ETF | Add +4.0% | 2.85% | +0.15 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +3.4% | 1.53% | +0.11 |
| D Dominion Energy Inc. | New | 0.09% | +0.09 |
| ED Consolidated Edison Inc. | New | 0.09% | +0.09 |
| JEPI JPMorgan Equity Premium Inco | Add +2.0% | 4.44% | +0.09 |
| VOOG Vanguard S&P 500 Growth ETF | Add +14.3% | 1.74% | +0.09 |
| YUM Yum! Brands Inc. | New | 0.09% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.08% | +0.08 |
| SCHD Schwab US DVD Equity ETF | Add +0.1% | 2.58% | +0.08 |
| TBUX T Rowe Price Ultra Short-Ter | Add +3.5% | 1.16% | +0.05 |
| JEPQ JPM Nasdaq Equity Premium | Add +9.8% | 2.82% | +0.04 |
| KMI Kinder Morgan Inc. | Add +0.6% | 0.76% | +0.04 |
| IHI iShares U.S. Medical Devices | Add +0.1% | 0.99% | +0.04 |
| SAMT Strategas Macro Them Opps | Add +0.3% | 1.60% | +0.02 |
| BDX Becton Dickinson and Co. | Add +0.7% | 0.72% | +0.02 |
| HYDB iShares High Yield Systemati | Add +2.8% | 0.38% | +0.01 |
| IYH iShares U.S. Healthcare ETF | Add +0.2% | 0.23% | +0.01 |
| CAPE Doubleline Shiller Cape US | Add +3.7% | 0.20% | +0.01 |
| SUB iShares Short-Term National | Add +5.4% | 0.16% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +0.9% | 0.10% | +0.01 |
| BBDC Barings BDC Inc. | Add +11.6% | 0.06% | +0.01 |
| COP Conocophillips | Add +0.3% | 0.09% | +0.01 |
| VHT Vanguard Health Care ETF | Add +0.8% | 0.06% | +0.00 |
| HD Home Depot Inc. | Add +6.0% | 0.14% | +0.00 |
| SCHK Schwab 1000 Index ETF | Add +12.1% | 0.00% | 0.00 |
| RY Royal Bank of Canada | Add +0.6% | 0.15% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.0% | 0.52% | −0.02 |
| MSFT Microsoft Corp. | Add +0.1% | 0.81% | −0.09 |
| SOXX iShares Semiconductor ETF | Add +0.4% | 0.92% | −0.12 |
| IJH iShares Core S&P Midcap ETF | Add +1.3% | 5.41% | −0.26 |
| CGGR Cap Group Growth Equity | Add +0.1% | 3.67% | −0.28 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 9.87% | −0.32 |
| DFAS Dimensional US Small Cap ETF | Add +1.2% | 5.72% | −0.39 |
| DLR Digital Realty Trust Inc. | Add +0.9% | 1.88% | −0.41 |
| FTEC Fidelity MSCI Info Tech Indx | Add +2.0% | 5.46% | −0.63 |
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 |