0001398344-23-009216.txt : 20230509 0001398344-23-009216.hdr.sgml : 20230509 20230509152956 ACCESSION NUMBER: 0001398344-23-009216 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230509 DATE AS OF CHANGE: 20230509 EFFECTIVENESS DATE: 20230509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Armor Investment Advisors, LLC CENTRAL INDEX KEY: 0001694079 IRS NUMBER: 593794918 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17653 FILM NUMBER: 23901630 BUSINESS ADDRESS: STREET 1: 4101 LAKE BOONE TRAIL, SUITE 208 CITY: RALEIGH STATE: NC ZIP: 27607 BUSINESS PHONE: 919-571-4382 MAIL ADDRESS: STREET 1: 4101 LAKE BOONE TRAIL, SUITE 208 CITY: RALEIGH STATE: NC ZIP: 27607 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001694079 XXXXXXXX 03-31-2023 03-31-2023 false Armor Investment Advisors, LLC
4101 LAKE BOONE TRAIL, SUITE 208 RALEIGH NC 27607
13F HOLDINGS REPORT 028-17653 000134200 801-63981 N
John Vietor Purrington CEO 919-571-4382 /s/ John Vietor Purrington Raleigh NC 05-09-2023 0 174 175046915
INFORMATION TABLE 2 fp0083163-1_13fhr-table.xml 3M CO COM 88579Y101 646427 6150 SH SOLE 6150 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2062119 7215 SH SOLE 7215 0 0 ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 00775Y645 1668024 74688 SH SOLE 74688 0 0 AMAZON COM INC COM 023135106 218829 2119 SH SOLE 2119 0 0 AON PLC SHS CL A G0403H108 922962 2927 SH SOLE 2927 0 0 APPLE INC COM 037833100 520997 3159 SH SOLE 3159 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 554098 814 SH SOLE 814 0 0 AT&T INC COM 00206R102 548631 28500 SH SOLE 28500 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1220903 5484 SH SOLE 5484 0 0 BECTON DICKINSON & CO COM 075887109 1760752 7113 SH SOLE 7113 0 0 BOEING CO COM 097023105 750303 3532 SH SOLE 3532 0 0 BOSTON SCIENTIFIC CORP COM 101137107 425105 8497 SH SOLE 8497 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 841215 12137 SH SOLE 12137 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 4182153 186204 SH SOLE 186204 0 0 CISCO SYS INC COM 17275R102 675707 12926 SH SOLE 12926 0 0 COMCAST CORP NEW CL A 20030N101 227119 5991 SH SOLE 5991 0 0 CONOCOPHILLIPS COM 20825C104 530106 5343 SH SOLE 5343 0 0 DEERE & CO COM 244199105 3397264 8228 SH SOLE 8228 0 0 DEVON ENERGY CORP NEW COM 25179M103 238373 4710 SH SOLE 4710 0 0 DIGITAL RLTY TR INC COM 253868103 2524756 25682 SH SOLE 25682 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1862045 35333 SH SOLE 35333 0 0 DOMINION ENERGY INC COM 25746U109 1209166 21627 SH SOLE 21627 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 3252113 33711 SH SOLE 33711 0 0 EATON VANCE RISK-MANAGED DIV COM 27829G106 91028 11450 SH SOLE 11450 0 0 EMERSON ELEC CO COM 291011104 351359 4032 SH SOLE 4032 0 0 EXXON MOBIL CORP COM 30231G102 2713439 24744 SH SOLE 24744 0 0 FEDEX CORP COM 31428X106 972477 4256 SH SOLE 4256 0 0 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 4851495 78925 SH SOLE 78925 0 0 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 977820 18488 SH SOLE 18488 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 7767044 68162 SH SOLE 68162 0 0 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 747 30 SH SOLE 30 0 0 FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 88 2 SH SOLE 2 0 0 FIRST TR ENERGY INFRASTRCTR COM 33738C103 1145054 79850 SH SOLE 79850 0 0 FIRST TR INTER DURATN PFD & COM 33718W103 188918 11972 SH SOLE 11972 0 0 FORD MTR CO DEL COM 345370860 152280 12086 SH SOLE 12086 0 0 GENERAL ELECTRIC CO COM NEW 369604301 325996 3410 SH SOLE 3410 0 0 GLOBAL X FDS S&P 500 COVERED 37954Y475 601871 14861 SH SOLE 14861 0 0 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 7966939 464545 SH SOLE 464545 0 0 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 799205 12576 SH SOLE 12576 0 0 GOLDMAN SACHS PHYSICAL GOLD UNIT 38150K103 220325 11270 SH SOLE 11270 0 0 HEALTHCARE RLTY TR CL A COM 42226K105 1338642 69252 SH SOLE 69252 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 563702 25658 SH SOLE 25658 0 0 HOME DEPOT INC COM 437076102 294235 997 SH SOLE 997 0 0 INTEL CORP COM 458140100 281095 8604 SH SOLE 8604 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 549722 4193 SH SOLE 4193 0 0 IRON MTN INC DEL COM 46284V101 519047 9810 SH SOLE 9810 0 0 ISHARES TR CORE S&P TTL STK 464287150 12496 138 SH SOLE 138 0 0 ISHARES TR SELECT DIVID ETF 464287168 697800 5955 SH SOLE 5955 0 0 ISHARES TR TIPS BD ETF 464287176 127229 1154 SH SOLE 1154 0 0 ISHARES TR CORE S&P500 ETF 464287200 4073746 9910 SH SOLE 9910 0 0 ISHARES TR CORE US AGGBD ET 464287226 299 3 SH SOLE 3 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 51298 1300 SH SOLE 1300 0 0 ISHARES TR IBOXX INV CP ETF 464287242 7234 66 SH SOLE 66 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 19486 305 SH SOLE 305 0 0 ISHARES TR S&P 500 VAL ETF 464287408 187 1 SH SOLE 1 0 0 ISHARES TR 20 YR TR BD ETF 464287432 1383 13 SH SOLE 13 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 8723 88 SH SOLE 88 0 0 ISHARES TR MSCI EAFE ETF 464287465 195195 2729 SH SOLE 2729 0 0 ISHARES TR RUS MD CP GR ETF 464287481 315670 3467 SH SOLE 3467 0 0 ISHARES TR RUS MID CAP ETF 464287499 690390 9874 SH SOLE 9874 0 0 ISHARES TR CORE S&P MCP ETF 464287507 5677480 22695 SH SOLE 22695 0 0 ISHARES TR ISHARES SEMICDTR 464287523 1898340 4269 SH SOLE 4269 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 20555 135 SH SOLE 135 0 0 ISHARES TR S&P MC 400GR ETF 464287606 31464 440 SH SOLE 440 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 17813 130 SH SOLE 130 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 482673 2128 SH SOLE 2128 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 162166 909 SH SOLE 909 0 0 ISHARES TR U.S. REAL ES ETF 464287739 65033 766 SH SOLE 766 0 0 ISHARES TR US HLTHCARE ETF 464287762 697395 2554 SH SOLE 2554 0 0 ISHARES TR CORE S&P SCP ETF 464287804 91713 948 SH SOLE 948 0 0 ISHARES TR S&P SML 600 GWT 464287887 2199 20 SH SOLE 20 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 651947 6228 SH SOLE 6228 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 13574 200 SH SOLE 200 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 90612 4581 SH SOLE 4581 0 0 ISHARES TR NATIONAL MUN ETF 464288414 1242458 11532 SH SOLE 11532 0 0 ISHARES TR ASIA 50 ETF 464288430 48584 785 SH SOLE 785 0 0 ISHARES TR IBOXX HI YD ETF 464288513 150496 1992 SH SOLE 1992 0 0 ISHARES TR CRE U S REIT ETF 464288521 35280 700 SH SOLE 700 0 0 ISHARES TR MBS ETF 464288588 10420 110 SH SOLE 110 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 8205 160 SH SOLE 160 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 1910412 37800 SH SOLE 37800 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 12706 108 SH SOLE 108 0 0 ISHARES TR U.S. MED DVC ETF 464288810 2039771 37788 SH SOLE 37788 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 188053 7816 SH SOLE 7816 0 0 ISHARES TR HIGH YLD BD FCTR 46435G250 609165 13637 SH SOLE 13637 0 0 ISHARES TR ESG ADVNCD HY BD 46435G441 70193 1582 SH SOLE 1582 0 0 ISHARES TR ESG SCRND S&P SM 46436E544 101151 2983 SH SOLE 2983 0 0 ISHARES TR ESG SCRD S&P MID 46436E551 124913 3675 SH SOLE 3675 0 0 ISHARES TR ESG SCRND S&P500 46436E569 391215 12662 SH SOLE 12662 0 0 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 3811217 83260 SH SOLE 83260 0 0 J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR 46641Q191 9075 170 SH SOLE 170 0 0 J P MORGAN EXCHANGE TRADED F BETABUILDERS CDA 46641Q225 9763 164 SH SOLE 164 0 0 J P MORGAN EXCHANGE TRADED F BETABUILDERS DEV 46641Q233 8650 176 SH SOLE 176 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 273 5 SH SOLE 5 0 0 JOHNSON & JOHNSON COM 478160104 2340500 15100 SH SOLE 15100 0 0 JPMORGAN CHASE & CO COM 46625H100 3236770 24839 SH SOLE 24839 0 0 KINDER MORGAN INC DEL COM 49456B101 334126 19082 SH SOLE 19082 0 0 LILLY ELI & CO COM 532457108 769261 2240 SH SOLE 2240 0 0 LOWES COS INC COM 548661107 5122831 25618 SH SOLE 25618 0 0 MCDONALDS CORP COM 580135101 1985790 7102 SH SOLE 7102 0 0 META PLATFORMS INC CL A 30303M102 2448755 11554 SH SOLE 11554 0 0 MICROSOFT CORP COM 594918104 409328 1420 SH SOLE 1420 0 0 NEXTERA ENERGY INC COM 65339F101 719927 9340 SH SOLE 9340 0 0 NOVARTIS AG SPONSORED ADR 66987V109 762772 8291 SH SOLE 8291 0 0 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 489095 37364 SH SOLE 37364 0 0 NVIDIA CORPORATION COM 67066G104 345268 1243 SH SOLE 1243 0 0 PFIZER INC COM 717081103 202147 4955 SH SOLE 4955 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 1980085 40164 SH SOLE 40164 0 0 PGIM ETF TR TOTAL RETURN BON 69344A800 3826433 91135 SH SOLE 91135 0 0 PHILLIPS 66 COM 718546104 1395727 13767 SH SOLE 13767 0 0 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 149109 1633 SH SOLE 1633 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 315913 3183 SH SOLE 3183 0 0 PIMCO INCOME STRATEGY FD COM 72201H108 403622 49646 SH SOLE 49646 0 0 PROCTER AND GAMBLE CO COM 742718109 1890343 12713 SH SOLE 12713 0 0 PROGRESSIVE CORP COM 743315103 776816 5430 SH SOLE 5430 0 0 QUANTUMSCAPE CORP COM CL A 74767V109 304042 37169 SH SOLE 37169 0 0 REAVES UTIL INCOME FD COM SH BEN INT 756158101 348166 12268 SH SOLE 12268 0 0 ROYAL BK CDA SUSTAINABL COM 780087102 376491 3939 SH SOLE 3939 0 0 SCHLUMBERGER LTD COM STK 806857108 244960 4989 SH SOLE 4989 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 124444 2601 SH SOLE 2601 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 318275 6580 SH SOLE 6580 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 71035 1090 SH SOLE 1090 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 41774 637 SH SOLE 637 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1494532 22027 SH SOLE 22027 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 6087420 145181 SH SOLE 145181 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1781893 72671 SH SOLE 72671 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4648558 63540 SH SOLE 63540 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4797024 137846 SH SOLE 137846 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 244842 12556 SH SOLE 12556 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2098 43 SH SOLE 43 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 25166 312 SH SOLE 312 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 29776 230 SH SOLE 230 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 38326 513 SH SOLE 513 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 32450 217 SH SOLE 217 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 21412 666 SH SOLE 666 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 28836 285 SH SOLE 285 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1577601 10447 SH SOLE 10447 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 3439 92 SH SOLE 92 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 37568 555 SH SOLE 555 0 0 SERVICE PPTYS TR COM SH BEN INT 81761L102 2909827 292151 SH SOLE 292151 0 0 SOUTHERN CO COM 842587107 2647211 38046 SH SOLE 38046 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 907710 2217 SH SOLE 2217 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 1524 20 SH SOLE 20 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 51979 775 SH SOLE 775 0 0 SPDR SER TR S&P DIVID ETF 78464A763 93154 753 SH SOLE 753 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 54486 1240 SH SOLE 1240 0 0 STRYKER CORPORATION COM 863667101 656581 2300 SH SOLE 2300 0 0 SYSCO CORP COM 871829107 798289 10337 SH SOLE 10337 0 0 T ROWE PRICE ETF INC ULTRA SHRT TRM 87283Q701 2141908 44045 SH SOLE 44045 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 418590 4500 SH SOLE 4500 0 0 TE CONNECTIVITY LTD SHS H84989104 327875 2500 SH SOLE 2500 0 0 TOYOTA MOTOR CORP ADS 892331307 319794 2257 SH SOLE 2257 0 0 VALERO ENERGY CORP COM 91913Y100 308516 2210 SH SOLE 2210 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 3945818 17120 SH SOLE 17120 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 397506 1057 SH SOLE 1057 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 66365 495 SH SOLE 495 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 95911 1155 SH SOLE 1155 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 6925 32 SH SOLE 32 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 13812 87 SH SOLE 87 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 21092 100 SH SOLE 100 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 47643 191 SH SOLE 191 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 55796 404 SH SOLE 404 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 64261 339 SH SOLE 339 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6924311 65633 SH SOLE 65633 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 132345 555 SH SOLE 555 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 183098 475 SH SOLE 475 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 3245 22 SH SOLE 22 0 0 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 17884 185 SH SOLE 185 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1966270 50560 SH SOLE 50560 0 0 VISA INC COM CL A 92826C839 4541968 20145 SH SOLE 20145 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 689536 62458 SH SOLE 62458 0 0 WALMART INC COM 931142103 1315453 8921 SH SOLE 8921 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 274123 9098 SH SOLE 9098 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 263568 2040 SH SOLE 2040 0 0