Portfolio (Quarterly)
Guide ↗
Armor Investment Advisors, LLC
· CIK 0001694079| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | NVS | NOVARTIS AG | Healthcare | 2,119.0 | $324K | 0.12% | — | — | $152.75 | -2.1% |
| 82 | IWP | ISHARES TR | — | 2,265.0 | $290K | 0.10% | — | — | $128.12 | +7.4% |
| 83 | NEE | NEXTERA ENERGY INC | Utilities | 3,115.0 | $289K | 0.10% | -100.0 | -3.1% | $92.88 | -5.3% |
| 84 | XVV | ISHARES TR | — | 5,875.0 | $289K | 0.10% | +72.0 | +1.2% | $49.22 | +15.2% |
| 85 | HD | HOME DEPOT INC | Consumer Cyclical | 827.0 | $272K | 0.10% | — | — | $328.95 | +1.2% |
| 86 | IWM | ISHARES TR | — | 1,092.0 | $271K | 0.10% | +67.0 | +6.5% | $248.00 | +17.9% |
| 87 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | Financial Services | 16,343.0 | $263K | 0.10% | NEW | — | $16.07 | +15.4% |
| 88 | XYLD | GLOBAL X FDS | — | 6,549.0 | $256K | 0.09% | -234.0 | -3.5% | $39.13 | +4.2% |
| 89 | ACN | ACCENTURE PLC IRELAND | Technology | 1,277.0 | $253K | 0.09% | -95.0 | -6.9% | $198.29 | -27.0% |
| 90 | MRK | MERCK & CO INC | Healthcare | 2,050.0 | $247K | 0.09% | NEW | — | $120.30 | +3.4% |
| 91 | CHRW | C H ROBINSON WORLDWIDE IN | Industrials | 1,462.0 | $243K | 0.09% | — | — | $166.07 | +23.9% |
| 92 | UTG | REAVES UTIL INCOME FD | Financial Services | 5,996.0 | $236K | 0.09% | — | — | $39.28 | +0.8% |
| 93 | PRF | INVESCO EXCHANGE TRADED FD T | — | 4,750.0 | $226K | 0.08% | — | — | $47.53 | +14.0% |
| 94 | D | DOMINION ENERGY INC | Utilities | 3,646.0 | $225K | 0.08% | -68.0 | -1.8% | $61.82 | +13.8% |
| 95 | ED | CONSOLIDATED EDISON INC | Utilities | 1,987.0 | $225K | 0.08% | NEW | — | $113.18 | -1.9% |
| 96 | T | AT&T INC | Communication Services | 7,660.0 | $222K | 0.08% | NEW | — | $28.99 | -24.3% |
| 97 | SCHB | SCHWAB STRATEGIC TR | — | 8,786.0 | $221K | 0.08% | — | — | $25.10 | +14.3% |
| 98 | SYK | STRYKER CORPORATION | Healthcare | 655.0 | $215K | 0.08% | — | — | $328.62 | -2.9% |
| 99 | COP | CONOCOPHILLIPS | Energy | 1,609.0 | $212K | 0.08% | NEW | — | $132.02 | -12.4% |
| 100 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | Financial Services | 4,500.0 | $208K | 0.07% | NEW | — | $46.19 | -14.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
20.5%
Technology
15.6%
Communication Services
15.0%
Utilities
9.7%
Consumer Cyclical
7.7%
Real Estate
7.5%
Healthcare
7.2%
Energy
6.9%
Consumer Defensive
6.1%
Industrials
3.8%