0001398344-24-000774.txt : 20240119 0001398344-24-000774.hdr.sgml : 20240119 20240119120634 ACCESSION NUMBER: 0001398344-24-000774 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240119 DATE AS OF CHANGE: 20240119 EFFECTIVENESS DATE: 20240119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Armor Investment Advisors, LLC CENTRAL INDEX KEY: 0001694079 ORGANIZATION NAME: 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: 24544491 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 12-31-2023 12-31-2023 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 919-571-4382 /s/ John Vietor Purrington Raleigh NC 01-19-2024 0 161 189285425 INFORMATION TABLE 2 fp0086509-1_13fhr-table.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1781921 5078 SH SOLE 5078 0 0 ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 00775Y645 2120284 91991 SH SOLE 91991 0 0 ALLSPRING GLOBAL DIVIDEND OP COM 94987C103 73875 17022 SH SOLE 17022 0 0 ALPHABET INC CAP STK CL C 02079K107 220239 1563 SH SOLE 1563 0 0 ALPHABET INC CAP STK CL A 02079K305 47215 338 SH SOLE 338 0 0 AMAZON COM INC COM 023135106 482955 3179 SH SOLE 3179 0 0 AON PLC SHS CL A G0403H108 813362 2795 SH SOLE 2795 0 0 APPLE INC COM 037833100 905752 4704 SH SOLE 4704 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 616890 815 SH SOLE 815 0 0 AT&T INC COM 00206R102 503640 30014 SH SOLE 30014 0 0 BECTON DICKINSON & CO COM 075887109 1549783 6356 SH SOLE 6356 0 0 BOEING CO COM 097023105 898234 3446 SH SOLE 3446 0 0 BOSTON SCIENTIFIC CORP COM 101137107 494102 8547 SH SOLE 8547 0 0 BROADSTONE NET LEASE INC COM 11135E203 1147575 66642 SH SOLE 66642 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 5624670 199244 SH SOLE 199244 0 0 CISCO SYS INC COM 17275R102 324591 6425 SH SOLE 6425 0 0 COMCAST CORP NEW CL A 20030N101 259636 5921 SH SOLE 5921 0 0 CONOCOPHILLIPS COM 20825C104 316111 2723 SH SOLE 2723 0 0 COSTCO WHSL CORP NEW COM 22160K105 256111 388 SH SOLE 388 0 0 DEERE & CO COM 244199105 2131824 5331 SH SOLE 5331 0 0 DIGITAL RLTY TR INC COM 253868103 3688304 27406 SH SOLE 27406 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 10002364 167769 SH SOLE 167769 0 0 DOMINION ENERGY INC COM 25746U109 618614 13162 SH SOLE 13162 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 2721946 28050 SH SOLE 28050 0 0 ELI LILLY & CO COM 532457108 968571 1662 SH SOLE 1662 0 0 EXTREME NETWORKS COM 30226D106 443381 25135 SH SOLE 25135 0 0 EXXON MOBIL CORP COM 30231G102 1661242 16616 SH SOLE 16616 0 0 FEDEX CORP COM 31428X106 1222703 4833 SH SOLE 4833 0 0 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 5407986 83598 SH SOLE 83598 0 0 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 1330322 21727 SH SOLE 21727 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 9274304 64566 SH SOLE 64566 0 0 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 879 33 SH SOLE 33 0 0 FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 82 2 SH SOLE 2 0 0 FIRST TR ENERGY INFRASTRCTR COM 33738C103 1018107 61853 SH SOLE 61853 0 0 GLOBAL X FDS S&P 500 COVERED 37954Y475 701559 17788 SH SOLE 17788 0 0 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 44494 2566 SH SOLE 2566 0 0 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 897053 17610 SH SOLE 17610 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 2769 100 SH SOLE 100 0 0 GOLDMAN SACHS PHYSICAL GOLD UNIT 38150K103 230302 11270 SH SOLE 11270 0 0 GSK PLC SPONSORED ADR 37733W204 201495 5437 SH SOLE 5437 0 0 HEALTHCARE RLTY TR CL A COM 42226K105 1618016 93907 SH SOLE 93907 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 658005 33233 SH SOLE 33233 0 0 HOME DEPOT INC COM 437076102 260606 752 SH SOLE 752 0 0 INTEL CORP COM 458140100 333890 6645 SH SOLE 6645 0 0 IRON MTN INC DEL COM 46284V101 666629 9526 SH SOLE 9526 0 0 ISHARES TR SELECT DIVID ETF 464287168 625713 5338 SH SOLE 5338 0 0 ISHARES TR TIPS BD ETF 464287176 97816 910 SH SOLE 910 0 0 ISHARES TR CORE S&P500 ETF 464287200 5724486 11985 SH SOLE 11985 0 0 ISHARES TR CORE US AGGBD ET 464287226 298 3 SH SOLE 3 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 52273 1300 SH SOLE 1300 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 58653 781 SH SOLE 781 0 0 ISHARES TR S&P 500 VAL ETF 464287408 217 1 SH SOLE 1 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 4241 44 SH SOLE 44 0 0 ISHARES TR MSCI EAFE ETF 464287465 205648 2729 SH SOLE 2729 0 0 ISHARES TR RUS MD CP GR ETF 464287481 349628 3347 SH SOLE 3347 0 0 ISHARES TR RUS MID CAP ETF 464287499 789970 10163 SH SOLE 10163 0 0 ISHARES TR CORE S&P MCP ETF 464287507 8610048 31066 SH SOLE 31066 0 0 ISHARES TR ISHARES SEMICDTR 464287523 2435843 4228 SH SOLE 4228 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 22309 135 SH SOLE 135 0 0 ISHARES TR S&P MC 400GR ETF 464287606 34857 440 SH SOLE 440 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 20193 130 SH SOLE 130 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 471147 1868 SH SOLE 1868 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 302840 1509 SH SOLE 1509 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 4106 15 SH SOLE 15 0 0 ISHARES TR U.S. REAL ES ETF 464287739 61062 668 SH SOLE 668 0 0 ISHARES TR US HLTHCARE ETF 464287762 656062 2292 SH SOLE 2292 0 0 ISHARES TR CORE S&P SCP ETF 464287804 135142 1248 SH SOLE 1248 0 0 ISHARES TR S&P SML 600 GWT 464287887 2503 20 SH SOLE 20 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 792096 7513 SH SOLE 7513 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 52813 3392 SH SOLE 3392 0 0 ISHARES TR NATIONAL MUN ETF 464288414 2372119 21881 SH SOLE 21881 0 0 ISHARES TR ASIA 50 ETF 464288430 1391 24 SH SOLE 24 0 0 ISHARES TR IBOXX HI YD ETF 464288513 54173 700 SH SOLE 700 0 0 ISHARES TR CRE U S REIT ETF 464288521 38003 700 SH SOLE 700 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 1983317 38680 SH SOLE 38680 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 6325 54 SH SOLE 54 0 0 ISHARES TR U.S. MED DVC ETF 464288810 2061676 38200 SH SOLE 38200 0 0 ISHARES TR CORE MSCI EAFE 46432F842 525480 7470 SH SOLE 7470 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 254910 10413 SH SOLE 10413 0 0 ISHARES TR HIGH YLD BD FCTR 46435G250 744378 16112 SH SOLE 16112 0 0 ISHARES TR CORE MSCI INTL 46435G326 59522 935 SH SOLE 935 0 0 ISHARES TR ESG ADVNCD HY BD 46435G441 16325 359 SH SOLE 359 0 0 ISHARES TR ESG SCRND S&P SM 46436E544 117221 3064 SH SOLE 3064 0 0 ISHARES TR ESG SCRD S&P MID 46436E551 139507 3698 SH SOLE 3698 0 0 ISHARES TR ESG SCRND S&P500 46436E569 413852 11374 SH SOLE 11374 0 0 ISHARES TR 0-3 MNTH TREASRY 46436E718 199938 1994 SH SOLE 1994 0 0 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 4342625 95212 SH SOLE 95212 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 8983388 163394 SH SOLE 163394 0 0 JOHNSON & JOHNSON COM 478160104 1176490 7506 SH SOLE 7506 0 0 JPMORGAN CHASE & CO COM 46625H100 2554732 15019 SH SOLE 15019 0 0 KINDER MORGAN INC DEL COM 49456B101 441582 25033 SH SOLE 25033 0 0 LOWES COS INC COM 548661107 3678752 16530 SH SOLE 16530 0 0 META PLATFORMS INC CL A 30303M102 3127591 8836 SH SOLE 8836 0 0 MICROSOFT CORP COM 594918104 578274 1538 SH SOLE 1538 0 0 NEXTERA ENERGY INC COM 65339F101 717461 11812 SH SOLE 11812 0 0 NOVARTIS AG SPONSORED ADR 66987V109 830377 8224 SH SOLE 8224 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 171215 15565 SH SOLE 15565 0 0 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 410598 32003 SH SOLE 32003 0 0 NVIDIA CORPORATION COM 67066G104 592553 1197 SH SOLE 1197 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 203460 6636 SH SOLE 6636 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 3107569 62919 SH SOLE 62919 0 0 PGIM ETF TR TOTAL RETURN BON 69344A800 4360712 103948 SH SOLE 103948 0 0 PHILLIPS 66 COM 718546104 1486569 11165 SH SOLE 11165 0 0 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 83120 893 SH SOLE 893 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 148687 1490 SH SOLE 1490 0 0 PIMCO INCOME STRATEGY FD COM 72201H108 325168 38527 SH SOLE 38527 0 0 PROCTER AND GAMBLE CO COM 742718109 1646342 11235 SH SOLE 11235 0 0 PROGRESSIVE CORP COM 743315103 866483 5440 SH SOLE 5440 0 0 QUANTUMSCAPE CORP COM CL A 74767V109 389103 55986 SH SOLE 55986 0 0 REAVES UTIL INCOME FD COM SH BEN INT 756158101 374173 13993 SH SOLE 13993 0 0 ROYAL BK CDA COM 780087102 364623 3605 SH SOLE 3605 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 192312 3454 SH SOLE 3454 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 372240 6600 SH SOLE 6600 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 90426 1090 SH SOLE 1090 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2313 33 SH SOLE 33 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1646721 21863 SH SOLE 21863 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1311902 27771 SH SOLE 27771 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2257089 91048 SH SOLE 91048 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5543744 72819 SH SOLE 72819 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8088290 218839 SH SOLE 218839 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 256121 12367 SH SOLE 12367 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 26688 312 SH SOLE 312 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 31367 230 SH SOLE 230 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 36951 513 SH SOLE 513 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 38802 217 SH SOLE 217 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 25042 666 SH SOLE 666 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 32487 285 SH SOLE 285 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1712302 8896 SH SOLE 8896 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 3686 92 SH SOLE 92 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 59214 935 SH SOLE 935 0 0 SERVICE PPTYS TR COM SH BEN INT 81761L102 2814479 329564 SH SOLE 329564 0 0 SOUTHERN CO COM 842587107 2287420 32622 SH SOLE 32622 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1056555 2223 SH SOLE 2223 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 1666 20 SH SOLE 20 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 55916 775 SH SOLE 775 0 0 SPDR SER TR COMP SOFTWARE 78464A599 3157 21 SH SOLE 21 0 0 SPDR SER TR S&P DIVID ETF 78464A763 94102 753 SH SOLE 753 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 60413 1240 SH SOLE 1240 0 0 STRYKER CORPORATION COM 863667101 256038 855 SH SOLE 855 0 0 SYSCO CORP COM 871829107 1028749 14067 SH SOLE 14067 0 0 T ROWE PRICE ETF INC ULTRA SHRT TRM 87283Q701 2840236 57752 SH SOLE 57752 0 0 VALERO ENERGY CORP COM 91913Y100 287820 2214 SH SOLE 2214 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 97154 3133 SH SOLE 3133 0 0 VANECK ETF TRUST GREEN BOND ETF 92189F171 176510 7407 SH SOLE 7407 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 4262776 15742 SH SOLE 15742 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 470614 1077 SH SOLE 1077 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 71780 495 SH SOLE 495 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 175656 800 SH SOLE 800 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 146236 1655 SH SOLE 1655 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8279 46 SH SOLE 46 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 23264 100 SH SOLE 100 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 97278 456 SH SOLE 456 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 664346 2801 SH SOLE 2801 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7092220 63533 SH SOLE 63533 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 130615 521 SH SOLE 521 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 229900 475 SH SOLE 475 0 0 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 21779 185 SH SOLE 185 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2061089 54671 SH SOLE 54671 0 0 VISA INC COM CL A 92826C839 3118064 11976 SH SOLE 11976 0 0 WALMART INC COM 931142103 1687665 10705 SH SOLE 10705 0 0 WELLTOWER INC COM 95040Q104 233811 2593 SH SOLE 2593 0 0