0001398344-24-007709.txt : 20240425 0001398344-24-007709.hdr.sgml : 20240425 20240425100521 ACCESSION NUMBER: 0001398344-24-007709 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240425 EFFECTIVENESS DATE: 20240425 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: 24873455 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 03-31-2024 03-31-2024 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 04-25-2024 0 166 208027749
INFORMATION TABLE 2 fp0087868-1_13fhr-table.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 965655 2786 SH SOLE 2786 0 0 ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 00775Y645 2488538 98041 SH SOLE 98041 0 0 ALLSPRING GLOBAL DIVIDEND OP COM 94987C103 81706 17022 SH SOLE 17022 0 0 ALPHABET INC CAP STK CL C 02079K107 136212 895 SH SOLE 895 0 0 ALPHABET INC CAP STK CL A 02079K305 1306299 8655 SH SOLE 8655 0 0 AMAZON COM INC COM 023135106 501202 2779 SH SOLE 2779 0 0 AON PLC SHS CL A G0403H108 934488 2800 SH SOLE 2800 0 0 APPLE INC COM 037833100 609521 3554 SH SOLE 3554 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 795785 820 SH SOLE 820 0 0 AT&T INC COM 00206R102 349384 19851 SH SOLE 19851 0 0 BECTON DICKINSON & CO COM 075887109 1581206 6390 SH SOLE 6390 0 0 BOEING CO COM 097023105 807277 4183 SH SOLE 4183 0 0 BOSTON SCIENTIFIC CORP COM 101137107 585384 8547 SH SOLE 8547 0 0 BROADSTONE NET LEASE INC COM 11135E203 1044280 66642 SH SOLE 66642 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 6658252 208135 SH SOLE 208135 0 0 CISCO SYS INC COM 17275R102 274006 5490 SH SOLE 5490 0 0 COMCAST CORP NEW CL A 20030N101 256675 5921 SH SOLE 5921 0 0 CONOCOPHILLIPS COM 20825C104 299024 2349 SH SOLE 2349 0 0 COSTCO WHSL CORP NEW COM 22160K105 284260 388 SH SOLE 388 0 0 DEERE & CO COM 244199105 2237844 5448 SH SOLE 5448 0 0 DIGITAL RLTY TR INC COM 253868103 4040635 28052 SH SOLE 28052 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 11589081 185901 SH SOLE 185901 0 0 DOMINION ENERGY INC COM 25746U109 310340 6309 SH SOLE 6309 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 2002088 20702 SH SOLE 20702 0 0 ELI LILLY & CO COM 532457108 1296536 1667 SH SOLE 1667 0 0 EXTREME NETWORKS COM 30226D106 290173 25145 SH SOLE 25145 0 0 EXXON MOBIL CORP COM 30231G102 1921487 16530 SH SOLE 16530 0 0 FEDEX CORP COM 31428X106 1521856 5252 SH SOLE 5252 0 0 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 5575033 79906 SH SOLE 79906 0 0 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 1552431 22894 SH SOLE 22894 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 9729480 62432 SH SOLE 62432 0 0 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 78 3 SH SOLE 3 0 0 FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 85 2 SH SOLE 2 0 0 FIRST TR ENERGY INFRASTRCTR COM 33738C103 836130 46042 SH SOLE 46042 0 0 GLOBAL X FDS S&P 500 COVERED 37954Y475 606221 14862 SH SOLE 14862 0 0 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 45957 2566 SH SOLE 2566 0 0 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 1062051 23450 SH SOLE 23450 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 2883 100 SH SOLE 100 0 0 GOLDMAN SACHS PHYSICAL GOLD UNIT 38150K103 247827 11270 SH SOLE 11270 0 0 HEALTHCARE RLTY TR CL A COM 42226K105 1634795 115533 SH SOLE 115533 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 783332 41778 SH SOLE 41778 0 0 HOME DEPOT INC COM 437076102 289234 754 SH SOLE 754 0 0 INTEL CORP COM 458140100 244870 5544 SH SOLE 5544 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 1372 39 SH SOLE 39 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3726 22 SH SOLE 22 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 182733 4750 SH SOLE 4750 0 0 INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT HE 46137V852 25453 579 SH SOLE 579 0 0 IRON MTN INC DEL COM 46284V101 675288 8419 SH SOLE 8419 0 0 ISHARES TR CORE S&P TTL STK 464287150 2306 20 SH SOLE 20 0 0 ISHARES TR SELECT DIVID ETF 464287168 525109 4263 SH SOLE 4263 0 0 ISHARES TR TIPS BD ETF 464287176 25671 239 SH SOLE 239 0 0 ISHARES TR CORE S&P500 ETF 464287200 9152385 17409 SH SOLE 17409 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 53404 1300 SH SOLE 1300 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 69747 826 SH SOLE 826 0 0 ISHARES TR S&P 500 VAL ETF 464287408 47 0 SH SOLE 0 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 4165 44 SH SOLE 44 0 0 ISHARES TR MSCI EAFE ETF 464287465 217957 2729 SH SOLE 2729 0 0 ISHARES TR RUS MD CP GR ETF 464287481 382027 3347 SH SOLE 3347 0 0 ISHARES TR RUS MID CAP ETF 464287499 850570 10115 SH SOLE 10115 0 0 ISHARES TR CORE S&P MCP ETF 464287507 10659530 175494 SH SOLE 175494 0 0 ISHARES TR ISHARES SEMICDTR 464287523 2810784 12442 SH SOLE 12442 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 27046 151 SH SOLE 151 0 0 ISHARES TR S&P MC 400GR ETF 464287606 40150 440 SH SOLE 440 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 16853 50 SH SOLE 50 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 20645 130 SH SOLE 130 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 465234 1718 SH SOLE 1718 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 321516 1529 SH SOLE 1529 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 4501 15 SH SOLE 15 0 0 ISHARES TR U.S. TECH ETF 464287721 12426 92 SH SOLE 92 0 0 ISHARES TR U.S. REAL ES ETF 464287739 60053 668 SH SOLE 668 0 0 ISHARES TR US HLTHCARE ETF 464287762 618381 9990 SH SOLE 9990 0 0 ISHARES TR CORE S&P SCP ETF 464287804 140186 1268 SH SOLE 1268 0 0 ISHARES TR S&P SML 600 GWT 464287887 2615 20 SH SOLE 20 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 753637 7196 SH SOLE 7196 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 29260 2093 SH SOLE 2093 0 0 ISHARES TR NATIONAL MUN ETF 464288414 2524081 23458 SH SOLE 23458 0 0 ISHARES TR ASIA 50 ETF 464288430 850 14 SH SOLE 14 0 0 ISHARES TR IBOXX HI YD ETF 464288513 52934 681 SH SOLE 681 0 0 ISHARES TR CRE U S REIT ETF 464288521 37660 700 SH SOLE 700 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 1763776 34395 SH SOLE 34395 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 6254 54 SH SOLE 54 0 0 ISHARES TR U.S. MED DVC ETF 464288810 2218061 37857 SH SOLE 37857 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 202125 1834 SH SOLE 1834 0 0 ISHARES TR CORE MSCI EAFE 46432F842 554386 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 SYSTM B 46435G250 775490 16599 SH SOLE 16599 0 0 ISHARES TR CORE MSCI INTL 46435G326 68943 1027 SH SOLE 1027 0 0 ISHARES TR ESG ADVNCD HY BD 46435G441 5528 121 SH SOLE 121 0 0 ISHARES TR ESG SCRND S&P SM 46436E544 122366 3124 SH SOLE 3124 0 0 ISHARES TR ESG SCRD S&P MID 46436E551 153475 3736 SH SOLE 3736 0 0 ISHARES TR ESG SCRND S&P500 46436E569 456799 11338 SH SOLE 11338 0 0 ISHARES TR 0-3 MNTH TREASRY 46436E718 200816 1994 SH SOLE 1994 0 0 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 5206494 114278 SH SOLE 114278 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 9774208 168929 SH SOLE 168929 0 0 JOHNSON & JOHNSON COM 478160104 1313293 8302 SH SOLE 8302 0 0 JPMORGAN CHASE & CO COM 46625H100 3015917 15057 SH SOLE 15057 0 0 KINDER MORGAN INC DEL COM 49456B101 445754 24305 SH SOLE 24305 0 0 LOWES COS INC COM 548661107 4046896 15887 SH SOLE 15887 0 0 META PLATFORMS INC CL A 30303M102 4176959 8602 SH SOLE 8602 0 0 MICROSOFT CORP COM 594918104 1481693 3522 SH SOLE 3522 0 0 NEXTERA ENERGY INC COM 65339F101 794721 12435 SH SOLE 12435 0 0 NOVARTIS AG SPONSORED ADR 66987V109 343198 3548 SH SOLE 3548 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 172305 15565 SH SOLE 15565 0 0 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 333224 25187 SH SOLE 25187 0 0 NVIDIA CORPORATION COM 67066G104 1006154 1114 SH SOLE 1114 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 3175432 63892 SH SOLE 63892 0 0 PGIM ETF TR TOTAL RETURN BON 69344A800 5243746 126052 SH SOLE 126052 0 0 PHILLIPS 66 COM 718546104 1802483 11035 SH SOLE 11035 0 0 PIMCO INCOME STRATEGY FD COM 72201H108 254425 30003 SH SOLE 30003 0 0 PROCTER AND GAMBLE CO COM 742718109 1843957 11365 SH SOLE 11365 0 0 PROGRESSIVE CORP COM 743315103 1125308 5441 SH SOLE 5441 0 0 QUANTUMSCAPE CORP COM CL A 74767V109 521013 82832 SH SOLE 82832 0 0 REAVES UTIL INCOME FD COM SH BEN INT 756158101 683407 25349 SH SOLE 25349 0 0 ROYAL BK CDA COM 780087102 355753 3526 SH SOLE 3526 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 211111 3458 SH SOLE 3458 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 365720 5893 SH SOLE 5893 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 101065 1090 SH SOLE 1090 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2507 33 SH SOLE 33 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1738449 21349 SH SOLE 21349 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1338885 27191 SH SOLE 27191 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2561066 101428 SH SOLE 101428 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5925101 73485 SH SOLE 73485 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9978546 255729 SH SOLE 255729 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2668 58 SH SOLE 58 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 226406 11153 SH SOLE 11153 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 28982 312 SH SOLE 312 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 40183 272 SH SOLE 272 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 43754 573 SH SOLE 573 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 50938 277 SH SOLE 277 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 41193 978 SH SOLE 978 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 47991 381 SH SOLE 381 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1464971 7034 SH SOLE 7034 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 5337 135 SH SOLE 135 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 61383 935 SH SOLE 935 0 0 SERVICE PPTYS TR COM SH BEN INT 81761L102 2507353 369816 SH SOLE 369816 0 0 SOUTHERN CO COM 842587107 1953110 27225 SH SOLE 27225 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1162719 2223 SH SOLE 2223 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 830 10 SH SOLE 10 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 56606 775 SH SOLE 775 0 0 SPDR SER TR COMP SOFTWARE 78464A599 3276 21 SH SOLE 21 0 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 2326 92 SH SOLE 92 0 0 SPDR SER TR S&P DIVID ETF 78464A763 81369 620 SH SOLE 620 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 66142 1240 SH SOLE 1240 0 0 STRYKER CORPORATION COM 863667101 270192 755 SH SOLE 755 0 0 T ROWE PRICE ETF INC ULTRA SHRT TRM 87283Q701 2733428 55413 SH SOLE 55413 0 0 VALERO ENERGY CORP COM 91913Y100 378761 2219 SH SOLE 2219 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 4796745 15742 SH SOLE 15742 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 517944 1077 SH SOLE 1077 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 77175 495 SH SOLE 495 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 188632 800 SH SOLE 800 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 106976 1237 SH SOLE 1237 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8826 46 SH SOLE 46 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 26235 105 SH SOLE 105 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1052 6 SH SOLE 6 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 104237 456 SH SOLE 456 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 800649 3081 SH SOLE 3081 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7461245 61668 SH SOLE 61668 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 140941 521 SH SOLE 521 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 293630 560 SH SOLE 560 0 0 VANGUARD WORLD FD MATERIALS ETF 92204A801 3475 17 SH SOLE 17 0 0 VANGUARD WORLD FD UTILITIES ETF 92204A876 1854 13 SH SOLE 13 0 0 VANGUARD WORLD FD COMM SRVC ETF 92204A884 24276 185 SH SOLE 185 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2088424 49772 SH SOLE 49772 0 0 VISA INC COM CL A 92826C839 3260063 11681 SH SOLE 11681 0 0 WALMART INC COM 931142103 2008170 33375 SH SOLE 33375 0 0 WELLTOWER INC COM 95040Q104 215660 2308 SH SOLE 2308 0 0