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CIK: 0001694079
Total reported value
$311.7M
$311.7M
154 檔
24.8%
At the close of Q1 2025, Armor Investment Advisors, LLC disclosed equity holdings valued at approximately $311.7M, spread across 154 reported holdings.
In Q1 2025, Armor Investment Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.87% | +0.62% | +0.78% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.72% | — | +1.23% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.56% | -0.03% | +5.35% | |
| 4 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 5.45% | +0.86% | +1.99% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.41% | -0.13% | +1.28% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.44% | -0.16% | +1.96% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 3.67% | +0.22% | +0.05% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.07% | -0.06% | -0.52% | |
| 9 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 2.88% | -0.07% | +4.01% | |
| 10 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.85% | -0.31% | +3.99% | |
| 11 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.82% | -0.04% | +9.85% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.58% | -0.12% | +0.07% | |
| 13 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.42% | -0.03% | -0.16% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 1.89% | -0.14% | +17.26% | |
| 15 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.88% | -0.13% | +0.90% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.84% | -0.18% | -1.18% | |
| 17 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.74% | +0.03% | +14.31% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.71% | — | -0.66% | |
| 19 | SAMT | Strategas Macro Them Opps | ETF-Other | 1.60% | +0.11% | +0.34% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.53% | -0.02% | +3.39% | |
| 21 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.33% | +0.02% | — | |
| 22 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.24% | — | +75.37% | |
| 23 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 1.16% | -0.09% | +3.54% | |
| 24 | DE | Deere & Co | Stock-Industrials | 1.14% | -0.02% | -1.16% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.99% | -0.13% | +0.11% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.96% | -0.13% | -4.29% | |
| 27 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.93% | -0.03% | -2.09% | |
| 28 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.92% | +0.66% | +0.41% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.03% | -1.36% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.82% | -0.17% | -1.00% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.07% | +0.11% | |
| 32 | DUK | Duke Energy CORP | Stock-Utilities | 0.77% | -0.11% | -2.44% | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.76% | -0.03% | +0.57% | |
| 34 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.72% | — | +0.67% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.65% | — | -2.23% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.06% | -0.21% | |
| 37 | PGR | Progressive CORP | Stock-Financials | 0.64% | -0.01% | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.14% | -2.41% | |
| 39 | HR | Healthcare Realty Trust Inc | Stock-Real Estate | 0.61% | — | -34.46% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.08% | -1.04% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | +0.16% | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | +0.01% | +0.04% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.51% | +0.03% | — | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | — | -0.62% | |
| 45 | AON | Aon plc | Stock-Financials | 0.47% | -0.03% | -0.46% | |
| 46 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.38% | -0.23% | +2.77% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.37% | -0.01% | -45.49% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.41% | EXIT | |
| 49 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.36% | -0.07% | — | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.35% | -0.01% | -2.37% |
According to official SEC Form 13F filings, Armor Investment Advisors, LLC reported a total U.S. public equity portfolio value of $311.7M across 154 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DFAS, SCHF) accounted for 24.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $23.8M
During Q1 2025, Armor Investment Advisors, LLC's top holdings by market value included IVV (9.9%)、DFAS (5.7%)、SCHF (5.6%). The largest single position, IVV, represented 9.9% of total portfolio value.
In Q1 2025, Armor Investment Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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