Armor-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  null,
  "GOOGL",
  "SCHH",
  "ASML",
  "T",
  "LOW",
  "BBDC",
  null,
  "BSX",
  null,
  null,
  null,
  "DUK",
  "D",
  null,
  "UTG",
  "QS",
  null,
  null,
  "EOD",
  "PFL",
  "HD",
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "KMI",
  null,
  "MSFT",
  null,
  "NVS",
  null,
  "IJR",
  "IWD",
  "VHT",
  "DOC",
  null,
  null,
  "EEM",
  "IWF",
  "IRM",
  null,
  "PGR",
  "IJK",
  "IVV",
  null,
  "IYR",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PG",
  "VZ",
  null,
  null,
  "IEFA",
  "RY",
  null,
  "SCHX",
  null,
  null,
  null,
  "SYK",
  "VNQ",
  "VO",
  "VOE",
  null,
  "BXMX",
  "IWV",
  "HR",
  "PRF",
  "IWO",
  "XLB",
  "IWN",
  null,
  null,
  null,
  null,
  "VYM",
  null,
  "AON",
  "SDY",
  "IWP",
  "IWR",
  "EXTR",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  "VGT",
  null,
  "VLO",
  "VOOG",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "V",
  "WMT",
  "YUM",
  null,
  "SCHD",
  null,
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "SO",
  "PSX",
  null,
  null,
  "FDX",
  "BDX",
  "BNL",
  "CSCO",
  "CMCSA",
  "COP",
  "ED",
  "COST",
  "DE",
  null,
  "DLR",
  "RSP",
  null,
  "IJT",
  "EFA",
  "NEE",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 154
Total Value: 241609359
Accession Number: 0001398344-25-008596
Form Type: 13F-HR
CIK: armor-investment-advisors
Manager Name: Armor-Investment-Advisors

Data Enrichment

64% identified

99 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

154 positions • $241.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46435G102

Shares:38.5K

Value:$3.2M

% of Portfolio:1.3% ($3.2M/$241.6M)

316092709

Shares:43.7K

Value:$3.0M

% of Portfolio:1.2% ($3.0M/$241.6M)

87283Q701

Shares:56.4K

Value:$2.8M

% of Portfolio:1.2% ($2.8M/$241.6M)

DEERE & CO

DE|244199105

Shares:5.9K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$241.6M)

464288810

Shares:39.9K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$241.6M)

LOWES COMPANIES INC

LOW|548661107

Shares:9.9K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$241.6M)

69344A107

Shares:45.3K

Value:$2.3M

% of Portfolio:0.9% ($2.3M/$241.6M)

464287523

Shares:11.9K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$241.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:8.4K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$241.6M)

SOUTHERN CO

SO|842587107

Shares:21.6K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$241.6M)

MICROSOFT CORP

MSFT|594918104

Shares:5.2K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$241.6M)

Duke Energy CORP

DUK|26441C204

Shares:15.2K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$241.6M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:64.5K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$241.6M)

BECTON DICKINSON & CO

BDX|075887109

Shares:7.6K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$241.6M)

808524508

Shares:59.9K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$241.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:10.0K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$241.6M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:5.4K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$241.6M)

Walmart Inc.

WMT|931142103

Shares:16.8K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$241.6M)

Healthcare Realty Trust Inc

HR|42226K105

Shares:87.3K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$241.6M)

ELI LILLY & Co

LLY|532457108

Shares:1.7K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$241.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G102)✕	38.5K	QoQ NEW(+38.5K) YoY NEW(+38.5K)	All Managers (Combined)	$3.2M	1.3% ($3.2M/$241.6M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
(cusip316092709)✕	43.7K	QoQ +75.37% (+18.8K) YoY +90.73% (+20.8K)	All Managers (Combined)	$3.0M	1.2% ($3.0M/$241.6M)	QoQ +70.78% (+$1.2M) YoY +92.58% (+$1.4M)
(cusip87283Q701)✕	56.4K	QoQ +3.54% (+1.9K) YoY +1.69% (+938)	All Managers (Combined)	$2.8M	1.2% ($2.8M/$241.6M)	QoQ +3.68% (+$99.3K) YoY +2.33% (+$63.8K)
DEERE & CO(DEcusip244199105)	5.9K	QoQ -1.15% (-69) YoY +8.00% (+436)	All Managers (Combined)	$2.8M	1.1% ($2.8M/$241.6M)	QoQ +9.47% (-$238.9K) YoY +23.39% (+$523.6K)
(cusip464288810)✕	39.9K	QoQ +0.11% (+44) YoY +5.36% (+2.0K)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$241.6M)	QoQ +3.26% (+$76.0K) YoY +8.24% (+$182.8K)
LOWES COMPANIES INC(LOWcusip548661107)	9.9K	QoQ -4.29% (-446) YoY -37.43% (-5.9K)	All Managers (Combined)	$2.3M	1.0% ($2.3M/$241.6M)	QoQ -9.55% (-$245.0K) YoY -42.71% (-$1.7M)
(cusip69344A107)✕	45.3K	QoQ -2.08% (-967) YoY -29.02% (-18.5K)	All Managers (Combined)	$2.3M	0.9% ($2.3M/$241.6M)	QoQ -1.73% (-$39.8K) YoY -28.98% (-$920.3K)
(cusip464287523)✕	11.9K	QoQ +0.41% (-49) YoY -4.66% (-581)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$241.6M)	QoQ -12.31% (-$313.5K) YoY -20.59% (-$579.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	8.4K	QoQ -1.35% (-115) YoY -44.44% (-6.7K)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$241.6M)	QoQ +0.95% (-$19.3K) YoY -31.96% (-$963.9K)
SOUTHERN CO(SOcusip842587107)	21.6K	QoQ -1.00% (-219) YoY -20.76% (-5.7K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$241.6M)	QoQ +10.57% (-$189.7K) YoY +1.55% (-$30.3K)
MICROSOFT CORP(MSFTcusip594918104)	5.2K	QoQ +0.11% (-6) YoY +48.58% (+1.7K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$241.6M)	QoQ -10.83% (-$238.6K) YoY +32.57% (+$482.7K)
Duke Energy CORP(DUKcusip26441C204)	15.2K	QoQ -2.44% (-380) YoY -26.73% (-5.5K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$241.6M)	QoQ +10.43% (-$174.9K) YoY -7.59% (-$152.1K)
KINDER MORGAN, INC.(KMIcusip49456B101)	64.5K	QoQ +0.57% (+367) YoY +165.29% (+40.2K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$241.6M)	QoQ +4.72% (+$82.9K) YoY +312.70% (+$1.4M)
BECTON DICKINSON & CO(BDXcusip075887109)	7.6K	QoQ +0.67% (+51) YoY +19.13% (+1.2K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$241.6M)	QoQ +1.64% (+$28.2K) YoY +10.28% (+$162.6K)
(cusip808524508)✕	59.9K	QoQ -2.22% (-1.4K) YoY +180.50% (-38.5K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$241.6M)	QoQ -7.55% (-$128.2K) YoY -9.74% (-$169.5K)
Alphabet Inc.(GOOGLcusip02079K305)	10.0K	QoQ -0.21% (-21) YoY +15.15% (+1.3K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$241.6M)	QoQ -18.48% (-$349.4K) YoY +17.99% (+$235.0K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	5.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$241.6M)	QoQ +18.11% (+$236.1K) YoY +36.83% (+$414.6K)
Walmart Inc.(WMTcusip931142103)	16.8K	QoQ -2.41% (-416) YoY -49.58% (-16.6K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$241.6M)	QoQ -5.17% (-$80.7K) YoY -26.44% (-$531.1K)
Healthcare Realty Trust Inc(HRcusip42226K105)	87.3K	QoQ -34.46% (-45.9K) YoY -24.44% (-28.2K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$241.6M)	QoQ -34.65% (-$782.4K) YoY -9.76% (-$159.7K)
ELI LILLY & Co(LLYcusip532457108)	1.7K	QoQ -1.03% (-18) YoY +2.93% (+49)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$241.6M)	QoQ +5.87% (-$78.6K) YoY +9.31% (+$120.8K)