Armor Investment Advisors, LLC

data from 30/09/2025

Capitalization

$ 315.562 M 18.97 %

Average holding period

22 ans

Performance

$ 108.197 M 72.82 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Armor Investment Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV ISHARES TR 13.63% 43.009 M $ 64260 2016/12/31 2.135 M $ 7.80 %
2025/09/30 FMDE FIDELITY COVINGTON TRUST 7.17% 22.621 M $ 625753 2025/06/30 37.155 K $ 5.06 %
2025/09/30 FTEC FIDELITY COVINGTON TRUST 5.25% 16.563 M $ 74550 2016/12/31 2.060 M $ 12.65 %
2025/09/30 JPIE J P MORGAN EXCHANGE TRADED F 5.15% 16.239 M $ 349900 2022/09/30 14.445 K $ 0.19 %
2025/09/30 BND VANGUARD BD INDEX FDS 4.29% 13.541 M $ 182078 2025/06/30 2.215 K $ 1.01 %
2025/09/30 FENI FIDELITY COVINGTON TRUST 4.07% 12.845 M $ 364076 2025/06/30 3.629 K $ 6.07 %
2025/09/30 IUSB ISHARES TR 3.90% 12.303 M $ 263381 2025/09/30 0.000 $ 0.00 %
2025/09/30 CGGR CAPITAL GROUP GROWTH ETF 3.68% 11.626 M $ 264708 2022/06/30 851.223 K $ 8.04 %
2025/09/30 HYDB ISHARES TR 2.43% 7.655 M $ 159986 2022/09/30 7.688 K $ 0.78 %
2025/09/30 CAPE DOUBLELINE ETF TRUST 2.33% 7.362 M $ 225976 2024/06/30 13.106 K $ 2.42 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 2.33% 7.346 M $ 52116 2016/12/31 434.494 K $ 5.73 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 1.97% 6.202 M $ 266410 2016/12/31 816.355 K $ 5.34 %
2025/09/30 IJH ISHARES TR 1.95% 6.158 M $ 94355 2016/12/31 727.655 K $ 5.22 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 1.93% 6.099 M $ 106812 2023/03/31 45.533 K $ 0.44 %
2025/09/30 VOOG VANGUARD ADMIRAL FDS INC 1.73% 5.459 M $ 12537 2016/12/31 489.224 K $ 9.81 %
2025/09/30 DFAS DIMENSIONAL ETF TRUST 1.70% 5.356 M $ 78234 2022/06/30 1.094 M $ 7.46 %
2025/09/30 CGNG CAPITAL GROUP NEW GEOGRAPHY 1.69% 5.337 M $ 172706 2025/06/30 45.066 K $ 7.25 %
2025/09/30 META META PLATFORMS INC 1.61% 5.086 M $ 6926 2022/12/31 -28.066 K $ -0.50 %
2025/09/30 MUB ISHARES TR 1.58% 4.987 M $ 46831 2019/03/31 95.762 K $ 1.92 %
2025/09/30 FHLC FIDELITY COVINGTON TRUST 1.58% 4.984 M $ 74537 2016/12/31 248.667 K $ 4.57 %
2025/09/30 JEPQ J P MORGAN EXCHANGE TRADED F 1.50% 4.731 M $ 82245 2024/09/30 399.275 K $ 5.74 %
2025/09/30 CGDV CAPITAL GROUP DIVIDEND VALUE 1.40% 4.432 M $ 105452 2025/09/30 0.000 $ 0.00 %
2025/09/30 SAMT ADVISORS INNER CIRCLE FD III 1.35% 4.259 M $ 114285 2022/09/30 377.705 K $ 8.25 %
2025/09/30 MSFT MICROSOFT CORP 1.01% 3.196 M $ 6171 2020/12/31 125.684 K $ 4.13 %
2025/09/30 CSRE COHEN & STEERS ETF TRUST 1.01% 3.180 M $ 122087 2025/06/30 21.380 K $ 0.93 %
2025/09/30 V VISA INC 0.85% 2.686 M $ 7867 2016/12/31 -160.239 K $ -3.85 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.82% 2.603 M $ 95351 2016/12/31 177.864 K $ 3.02 %
2025/09/30 TBUX T ROWE PRICE ETF INC 0.82% 2.599 M $ 52156 2022/06/30 6.871 K $ 0.20 %
2025/09/30 SOXX ISHARES TR 0.82% 2.592 M $ 9562 2021/09/30 376.201 K $ 13.58 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.78% 2.475 M $ 14316 2016/12/31 -44.632 K $ -0.83 %
2025/09/30 GOOGL ALPHABET INC 0.78% 2.458 M $ 10110 2023/06/30 683.612 K $ 37.94 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.76% 2.408 M $ 7633 2016/12/31 197.856 K $ 8.80 %
2025/09/30 COHEN & STEERS ETF TRUST 0.74% 2.331 M $ 89706 2025/06/30 36.767 K $ 2.04 %
2025/09/30 LOW LOWES COS INC 0.70% 2.214 M $ 8809 2016/12/31 250.357 K $ 13.27 %
2025/09/30 PULS PGIM ETF TR 0.70% 2.206 M $ 44270 2022/09/30 3.462 K $ 0.14 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.68% 2.134 M $ 17241 2016/12/31 82.598 K $ 4.87 %
2025/09/30 SO SOUTHERN CO 0.65% 2.039 M $ 21518 2016/12/31 61.666 K $ 3.20 %
2025/09/30 PTRB PGIM ETF TR 0.62% 1.948 M $ 46152 2022/09/30 62.132 K $ 0.88 %
2025/09/30 NVDA NVIDIA CORPORATION 0.60% 1.882 M $ 10087 2023/03/31 288.387 K $ 18.10 %
2025/09/30 SCHE SCHWAB STRATEGIC TR 0.54% 1.712 M $ 51310 2016/12/31 439.551 K $ 10.72 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.54% 1.708 M $ 6060 2016/12/31 193.968 K $ 11.31 %
2025/09/30 WMT WALMART INC 0.52% 1.633 M $ 15842 2019/12/31 84.680 K $ 5.40 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.46% 1.464 M $ 2198 2016/12/31 107.630 K $ 7.82 %
2025/09/30 DE DEERE & CO 0.46% 1.447 M $ 3165 2016/12/31 -292.881 K $ -10.08 %
2025/09/30 IGSB ISHARES TR 0.45% 1.407 M $ 26525 2016/12/31 7.195 K $ 0.51 %
2025/09/30 PGR PROGRESSIVE CORP 0.43% 1.344 M $ 5441 2016/12/31 -108.330 K $ -7.46 %
2025/09/30 LLY ELI LILLY & CO 0.41% 1.302 M $ 1707 2017/09/30 -28.216 K $ -2.12 %
2025/09/30 SCHA SCHWAB STRATEGIC TR 0.39% 1.223 M $ 43825 2016/12/31 131.050 K $ 10.28 %
2025/09/30 ICVT ISHARES TR 0.39% 1.221 M $ 12205 2025/03/31 366.975 K $ 11.04 %
2025/09/30 IHI ISHARES TR 0.39% 1.220 M $ 20310 2017/12/31 -99.604 K $ -4.09 %
2025/09/30 FIDU FIDELITY COVINGTON TRUST 0.33% 1.051 M $ 12828 2019/09/30 190.079 K $ 5.69 %
2025/09/30 AON AON PLC 0.32% 1.011 M $ 2834 2020/06/30 -509.000 $ -0.05 %
2025/09/30 VTI VANGUARD INDEX FDS 0.32% 994.225 K $ 3030 2023/06/30 73.447 K $ 7.98 %
2025/09/30 AAPL APPLE INC 0.29% 927.262 K $ 3642 2018/06/30 183.002 K $ 24.10 %
2025/09/30 SCHM SCHWAB STRATEGIC TR 0.29% 900.404 K $ 30378 2016/12/31 92.433 K $ 5.67 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.26% 834.444 K $ 8547 2016/12/31 -83.589 K $ -9.11 %
2025/09/30 XOM EXXON MOBIL CORP 0.25% 799.828 K $ 7094 2016/12/31 33.110 K $ 4.59 %
2025/09/30 ASML ASML HOLDING N V 0.25% 788.025 K $ 814 2019/06/30 135.693 K $ 20.80 %
2025/09/30 BNL BROADSTONE NET LEASE INC 0.24% 747.413 K $ 41825 2023/09/30 76.121 K $ 11.34 %
2025/09/30 VOO VANGUARD INDEX FDS 0.22% 697.602 K $ 1139 2020/12/31 50.159 K $ 7.80 %
2025/09/30 PSX PHILLIPS 66 0.21% 660.390 K $ 4855 2016/12/31 79.938 K $ 14.02 %
2025/09/30 AMZN AMAZON COM INC 0.19% 586.911 K $ 2673 2020/06/30 498.000 $ 0.08 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.19% 584.563 K $ 3805 2016/12/31 -20.429 K $ -3.56 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.18% 556.829 K $ 19669 2016/12/31 -70.643 K $ -3.71 %
2025/09/30 EXTR EXTREME NETWORKS 0.16% 519.244 K $ 25145 2023/12/31 67.891 K $ 15.04 %
2025/09/30 IWO ISHARES TR 0.16% 517.825 K $ 1618 2016/12/31 55.303 K $ 11.96 %
2025/09/30 BDX BECTON DICKINSON & CO 0.16% 495.067 K $ 2645 2016/12/31 112.422 K $ 8.66 %
2025/09/30 RY ROYAL BK CDA 0.15% 486.512 K $ 3302 2016/12/31 51.804 K $ 11.99 %
2025/09/30 EIPI FIRST TR EXCHNG TRADED FD VI 0.15% 476.314 K $ 24032 2024/06/30 2.711 K $ 0.51 %
2025/09/30 SUB ISHARES TR 0.15% 467.056 K $ 4374 2019/03/31 1.812 K $ 0.41 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.15% 466.060 K $ 17694 2016/12/31 33.618 K $ 7.77 %
2025/09/30 IYH ISHARES TR 0.15% 462.772 K $ 7881 2016/12/31 20.039 K $ 3.97 %
2025/09/30 TSLA TESLA INC 0.14% 450.501 K $ 1013 2025/09/30 0.000 $ 0.00 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.14% 433.219 K $ 468 2023/09/30 -30.097 K $ -6.50 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.13% 424.218 K $ 2288 2016/12/31 75.467 K $ 21.39 %
2025/09/30 VGT VANGUARD WORLD FD 0.13% 418.113 K $ 560 2016/12/31 46.676 K $ 12.57 %
2025/09/30 IRM IRON MTN INC DEL 0.13% 413.978 K $ 4061 2020/12/31 -2.747 K $ -0.61 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.12% 387.162 K $ 1570 2016/12/31 -82.670 K $ -17.49 %
2025/09/30 VLO VALERO ENERGY CORP 0.12% 377.827 K $ 2219 2022/03/31 79.528 K $ 26.66 %
2025/09/30 CSCO CISCO SYS INC 0.12% 376.684 K $ 5505 2016/12/31 -5.284 K $ -1.38 %
2025/09/30 XVV ISHARES TR 0.11% 359.206 K $ 6972 2021/09/30 25.676 K $ 8.03 %
2025/09/30 HD HOME DEPOT INC 0.11% 336.759 K $ 831 2022/12/31 31.996 K $ 10.51 %
2025/09/30 IWP ISHARES TR 0.10% 322.559 K $ 2265 2016/12/31 11.387 K $ 2.69 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.10% 311.661 K $ 7091 2016/12/31 4.855 K $ 1.57 %
2025/09/30 QS QUANTUMSCAPE CORP 0.10% 306.583 K $ 24885 2022/03/31 611.564 K $ 83.33 %
2025/09/30 NVS NOVARTIS AG 0.09% 297.389 K $ 2319 2016/12/31 16.766 K $ 5.97 %
2025/09/30 BXMX NUVEEN S&P 500 BUY-WRITE INC 0.09% 284.078 K $ 19673 2016/12/31 11.016 K $ 4.03 %
2025/09/30 HR HEALTHCARE RLTY TR 0.09% 271.406 K $ 15053 2022/09/30 68.569 K $ 13.68 %
2025/09/30 EFA ISHARES TR 0.08% 267.994 K $ 2870 2016/12/31 11.422 K $ 4.45 %
2025/09/30 XYLD GLOBAL X FDS 0.08% 266.301 K $ 6783 2022/03/31 2.242 K $ 0.82 %
2025/09/30 NEE NEXTERA ENERGY INC 0.08% 262.912 K $ 3483 2019/03/31 70.187 K $ 8.74 %
2025/09/30 IWM ISHARES TR 0.08% 248.009 K $ 1025 2016/12/31 27.557 K $ 12.13 %
2025/09/30 SYK STRYKER CORPORATION 0.08% 242.147 K $ 655 2016/12/31 -17.003 K $ -6.56 %
2025/09/30 D DOMINION ENERGY INC 0.08% 239.396 K $ 3914 2025/03/31 17.730 K $ 8.23 %
2025/09/30 UTG REAVES UTIL INCOME FD 0.08% 237.562 K $ 5996 2017/09/30 72.411 K $ 9.51 %
2025/09/30 VOT VANGUARD INDEX FDS 0.07% 235.032 K $ 800 2023/09/30 7.520 K $ 3.31 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 0.07% 225.580 K $ 8774 2016/12/31 16.495 K $ 7.89 %
2025/09/30 T AT&T INC 0.07% 221.940 K $ 7859 2016/12/31 -5.520 K $ -2.42 %
2025/09/30 AAAU GOLDMAN SACHS PHYSICAL GOLD 0.07% 219.952 K $ 5770 2025/09/30 0.000 $ 0.00 %
2025/09/30 PRF INVESCO EXCHANGE TRADED FD T 0.07% 214.748 K $ 4750 2024/03/31 13.964 K $ 6.96 %