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
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03-31-2023
03-31-2023
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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
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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