Armor Investment Advisors, LLC Portfolio Holdings

Armor Investment Advisors, LLC

  • $238 Million
  • Q3 2024

Armor Investment Advisors, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $238 Million distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $22.7M, Dimensional ETF Tr U S Small C with a value of $14.1M, Fidelity Covington Tr Msci Inf with a value of $13.8M, Ishares Core S&P Mid Cap ETF with a value of $13.1M, and Schwab Strategic Tr Intl Eqty with a value of $12.7M.

Examining the 13F form we can see an increase of $24.3M in the current position value, from $214M to 238M.

Below you can find more details about Armor Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $238 Million
ETFs: $173 Million
Financial Services: $9.73 Million
Real Estate: $7.85 Million
Communication Services: $7.05 Million
Technology: $6.21 Million
Utilities: $5.25 Million
Healthcare: $5.08 Million
Consumer Cyclical: $4.39 Million
Other: $9.3 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3B
$1.26 Million 0.53% of portfolio
66,642
Q4 2023 Reduced 1.04%
$2.34B
$377,000 0.16% of portfolio
25,145
Q1 2024 Added 0.04%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $238 Million
  • Prior Value $214 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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