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CIK: 0001694079
Total reported value
$311.7M
$311.7M
166 檔
16.6%
As reported in its official Q1 2024 Form 13F filing, Armor Investment Advisors, LLC's tracked investment portfolio stood at $311.7M with 166 total positions.
During Q1 2024, Armor Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAS, IJH, SCHF) accounted for 16.6% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.57% | — | +10.81% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.12% | -0.13% | +464.91% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.80% | -0.03% | +16.86% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.70% | -0.16% | +3.39% | |
| 5 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 4.68% | +0.86% | -3.31% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.40% | +0.62% | +45.26% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.59% | -0.06% | -2.94% | |
| 8 | CGGR | Cap Group Growth Equity | ETF-Other | 3.20% | +0.22% | +4.46% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.85% | -0.12% | +0.91% | |
| 10 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.68% | -0.03% | -4.42% | |
| 11 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 2.52% | -0.07% | +21.26% | |
| 12 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.50% | -0.31% | +20.02% | |
| 13 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.31% | +0.03% | — | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.01% | -0.18% | -2.65% | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.95% | -0.13% | -3.89% | |
| 16 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.94% | -0.13% | +2.36% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.57% | — | -2.46% | |
| 18 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.53% | -0.03% | +1.55% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -0.03% | +0.25% | |
| 20 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.35% | +0.66% | +194.28% | |
| 21 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 1.31% | -0.09% | -4.05% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.23% | -0.02% | +11.40% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.21% | -0.14% | +7.21% | |
| 24 | SVC | Service Properties Trust | Stock-Other | 1.21% | — | +12.21% | |
| 25 | SAMT | Strategas Macro Them Opps | ETF-Other | 1.20% | +0.11% | +6.58% | |
| 26 | DE | Deere & Co | Stock-Industrials | 1.08% | -0.02% | +2.19% | |
| 27 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.07% | -0.13% | -0.90% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.00% | -0.04% | -8.96% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.14% | +211.77% | |
| 30 | DUK | Duke Energy CORP | Stock-Utilities | 0.96% | -0.11% | -26.20% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.94% | -0.17% | -16.54% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.41% | EXIT | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.01% | +1.16% | |
| 34 | PSX | Phillips 66 | Stock-Energy | 0.87% | -0.07% | -1.16% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.85% | -0.01% | -11.08% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.84% | — | -2.35% | |
| 37 | HR | Healthcare Realty Trust Inc | Stock-Real Estate | 0.79% | — | +23.03% | |
| 38 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.76% | — | +0.53% | |
| 39 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.75% | — | +5.37% | |
| 40 | FDX | Fedex CORP | Stock-Industrials | 0.73% | — | +8.67% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.07% | +129.00% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | +0.16% | -20.93% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.64% | +0.03% | -2.09% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.02% | +10.60% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.06% | +2460.65% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.08% | +0.30% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.01% | — | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.54% | -0.01% | +0.02% | |
| 49 | LIT | Global X Lithium & Battery T | ETF-Other | 0.51% | — | +33.16% | |
| 50 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 0.50% | -0.07% | — |
According to official SEC Form 13F filings, Armor Investment Advisors, LLC reported a total U.S. public equity portfolio value of $311.7M across 166 disclosed positions in Q1 2024.
During Q1 2024, Armor Investment Advisors, LLC's top holdings by market value included DFAS (5.6%)、IJH (5.1%)、SCHF (4.8%). The largest single position, DFAS, represented 5.6% of total portfolio value.
In Q1 2024, Armor Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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