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Latest Armor Investment Advisors, LLC Stock Portfolio

$277Million | No. of Holdings #160

Armor Investment Advisors, LLC Performance

2026 Q1-1.79%
YTD-1.79%
2025+10.18%

About Armor Investment Advisors, LLC and 13F Hedge Fund Stock Holdings

Armor Investment Advisors, LLC is a hedge fund based in Raleigh, NC. On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Armor Investment Advisors, LLC reported an equity portfolio of $277.5 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Armor Investment Advisors, LLC are IJR, BBAX, . The fund has invested 16.4% of it's portfolio in ISHARES TR and 9% of portfolio in J P MORGAN EXCHANGE TRADED F. <br><br> The fund managers got completely rid off BECTON DICKINSON & CO (BDX), NUVEEN S&P 500 BUY-WRITE INC and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in ISHARES TR (AGT), DOUBLELINE ETF TRUST and ISHARES TR (IJR). Armor Investment Advisors, LLC opened new stock positions in FIDELITY COVINGTON TRUST, BLACKROCK ETF TRUST (BECO) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY MERRIMACK STR TR (FBND), CAPITAL GROUP DIVIDEND VALUE (CGDV) and SCHWAB STRATEGIC TR (FNDA).
Armor Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 29 Apr, 2026
$277Million
  as of Apr 29, 2026

Armor Investment Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Armor Investment Advisors, LLC made a return of -1.79% in the last quarter. In trailing 12 months, it's portfolio return was 11.31%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity covington trust4,221,530
blackrock etf trust3,957,810
ishares inc2,047,370
blackrock etf trust1,335,660
nuveen s&p 500 dynamic overw262,636
merck & co inc246,620
consolidated edison inc224,889
at&t inc222,063
New stocks bought by Armor Investment Advisors, LLC

Additions

Ticker% Inc.
fidelity merrimack str tr224
capital group dividend value108
schwab strategic tr72.59
j p morgan exchange traded f55.66
fidelity covington trust17.72
microsoft corp15.62
ishares tr13.82
capital group new geography11.68
Additions to existing portfolio by Armor Investment Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-86.9
doubleline etf trust-84.95
ishares tr-70.23
fidelity covington trust-48.35
vanguard index fds-33.33
t rowe price etf inc-18.06
pgim etf tr-17.96
kinder morgan inc del-17.3
Armor Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
nuveen s&p 500 buy-write inc-289,193
becton dickinson & co-339,044
schwab strategic tr-11,972
vanguard index fds-13,369
Armor Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Armor Investment Advisors, LLC has about 85% of it's holdings in Others sector.

  • Others
  • Communication Services
  • Financial Services
  • Technology
  • Utilities
  • Consumer Cyclical
  • Real Estate
  • Healthcare
  • Energy
Sector%
Others85
Communication Services2.5
Financial Services2.3
Technology2.2
Utilities1.6
Consumer Cyclical1.3
Real Estate1.2
Healthcare1.1
Energy1.1

Market Cap. Distribution

Armor Investment Advisors, LLC has about 14.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED85
MEGA-CAP8.7
LARGE-CAP5.8

Stocks belong to which Index?

About 14.5% of the stocks held by Armor Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others85.1
S&P 50014.5
Top 5 Winners (%)%
VLO
valero energy corp
51.8 %
PSX
phillips 66
40.8 %
XOM
exxon mobil corp
40.6 %
ASML
asml hldg nv
23.5 %
IRM
iron mtn inc del
23.1 %
Top 5 Winners ($)$
XOM
exxon mobil corp
0.3 M
DLR
digital rlty tr inc
0.3 M
DE
deere & co
0.3 M
fidelity covington trust
0.3 M
FNDA
schwab strategic tr
0.2 M
Top 5 Losers (%)%
QS
quantumscape corp
-36.3 %
BSX
boston scientific corp
-34.2 %
ACN
accenture plc ireland
-25.2 %
MSFT
microsoft corp
-22.2 %
TSLA
tesla inc
-17.3 %
Top 5 Losers ($)$
IJR
ishares tr
-2.1 M
CGGR
capital group growth etf
-1.1 M
FBCG
fidelity covington trust
-0.9 M
MSFT
microsoft corp
-0.7 M
META
meta platforms inc
-0.6 M

Armor Investment Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Armor Investment Advisors, LLC

Armor Investment Advisors, LLC has 160 stocks in it's portfolio. About 57.2% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Armor Investment Advisors, LLC last quarter.

$277.51MTotal Value
164Positions
29 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Armor Investment Advisors, LLC, last reported on 29 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
Armor Investment Advisors, LLC's holding in Goldman Sachs Physical Gold over time
0.07%4,500
$207.9K
0.07%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
1.9%49,626
$5.27M
1.9%
increased 1.54 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.3%15,750
$840.3K
0.3%
decreased 8.68 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.13%3,504
$373.2K
0.13%
decreased 3.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.04%2,020
$106.2K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.01%258
$34.1K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0%746
$13.6K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0%148
$11.8K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0%14.00
$1.5K
0%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Armor Investment Advisors, LLC's holding in Ishares Tr over time
4.27%256,431
$11.84M
4.27%
decreased 0.14 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Armor Investment Advisors, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.16%20,336
$457.4K
0.16%
decreased 2.56 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Armor Investment Advisors, LLC's holding in Global X Fds over time
0.09%6,549
$256.3K
0.09%
decreased 3.45 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Armor Investment Advisors, LLC's holding in Global X Fds over time
0.01%2,400
$41.2K
0.01%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Armor Investment Advisors, LLC's holding in Global X Fds over time
0%200
$9.7K
0%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Armor Investment Advisors, LLC's holding in Global X Fds over time
0%15.00
$1.1K
0%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.4%11,005
$1.12M
0.4%
decreased 1.23 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.28%16,641
$774.1K
0.28%
decreased 86.9 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.03%3,200
$80.2K
0.03%
unchanged 0 percentunchanged