0001398344-23-019571.txt : 20231023 0001398344-23-019571.hdr.sgml : 20231023 20231023124030 ACCESSION NUMBER: 0001398344-23-019571 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231023 DATE AS OF CHANGE: 20231023 EFFECTIVENESS DATE: 20231023 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: 231339383 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 09-30-2023 09-30-2023 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 10-23-2023 0 154 168627519 INFORMATION TABLE 2 fp0085491-1_13fhr-table.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1526644 4971 SH SOLE 4971 0 0 ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 00775Y645 1953679 87117 SH SOLE 87117 0 0 ALLSPRING GLOBAL DIVIDEND OP COM 94987C103 68599 17022 SH SOLE 17022 0 0 ALPHABET INC CAP STK CL C 02079K107 206049 1563 SH SOLE 1563 0 0 ALPHABET INC CAP STK CL A 02079K305 33762 258 SH SOLE 258 0 0 AMAZON COM INC COM 023135106 394528 3104 SH SOLE 3104 0 0 AON PLC SHS CL A G0403H108 903877 2788 SH SOLE 2788 0 0 APPLE INC COM 037833100 933175 5450 SH SOLE 5450 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 479169 814 SH SOLE 814 0 0 AT&T INC COM 00206R102 491038 32692 SH SOLE 32692 0 0 BECTON DICKINSON & CO COM 075887109 1580911 6115 SH SOLE 6115 0 0 BOEING CO COM 097023105 627752 3275 SH SOLE 3275 0 0 BOSTON SCIENTIFIC CORP COM 101137107 449434 8512 SH SOLE 8512 0 0 BROADSTONE NET LEASE INC COM 11135E203 962991 67342 SH SOLE 67342 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 4646398 189649 SH SOLE 189649 0 0 CISCO SYS INC COM 17275R102 359923 6695 SH SOLE 6695 0 0 COMCAST CORP NEW CL A 20030N101 268523 6056 SH SOLE 6056 0 0 CONOCOPHILLIPS COM 20825C104 324850 2712 SH SOLE 2712 0 0 COSTCO WHSL CORP NEW COM 22160K105 216945 384 SH SOLE 384 0 0 DEERE & CO COM 244199105 1958701 5190 SH SOLE 5190 0 0 DEVON ENERGY CORP NEW COM 25179M103 244940 5135 SH SOLE 5135 0 0 DIGITAL RLTY TR INC COM 253868103 3287029 27161 SH SOLE 27161 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 7558332 143996 SH SOLE 143996 0 0 DOMINION ENERGY INC COM 25746U109 712218 15944 SH SOLE 15944 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 2588979 29334 SH SOLE 29334 0 0 EATON VANCE RISK-MANAGED DIV COM 27829G106 87936 11450 SH SOLE 11450 0 0 ELI LILLY & CO COM 532457108 1209080 2251 SH SOLE 2251 0 0 EXXON MOBIL CORP COM 30231G102 1945099 16543 SH SOLE 16543 0 0 FEDEX CORP COM 31428X106 1202816 4540 SH SOLE 4540 0 0 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 4795558 79161 SH SOLE 79161 0 0 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 1087342 20091 SH SOLE 20091 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 7904963 64305 SH SOLE 64305 0 0 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 751 33 SH SOLE 33 0 0 FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 76 2 SH SOLE 2 0 0 FIRST TR ENERGY INFRASTRCTR COM 33738C103 1028708 67946 SH SOLE 67946 0 0 GLOBAL X FDS S&P 500 COVERED 37954Y475 785500 20198 SH SOLE 20198 0 0 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 47291 2820 SH SOLE 2820 0 0 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 869865 15767 SH SOLE 15767 0 0 GOLDMAN SACHS PHYSICAL GOLD UNIT 38150K103 206354 11270 SH SOLE 11270 0 0 HEALTHCARE RLTY TR CL A COM 42226K105 1290325 84501 SH SOLE 84501 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 534425 29108 SH SOLE 29108 0 0 HOME DEPOT INC COM 437076102 226016 748 SH SOLE 748 0 0 INTEL CORP COM 458140100 267395 7522 SH SOLE 7522 0 0 IRON MTN INC DEL COM 46284V101 620242 10433 SH SOLE 10433 0 0 ISHARES TR SELECT DIVID ETF 464287168 575329 5345 SH SOLE 5345 0 0 ISHARES TR TIPS BD ETF 464287176 94385 910 SH SOLE 910 0 0 ISHARES TR CORE S&P500 ETF 464287200 5004217 11653 SH SOLE 11653 0 0 ISHARES TR CORE US AGGBD ET 464287226 282 3 SH SOLE 3 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 49335 1300 SH SOLE 1300 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 20868 305 SH SOLE 305 0 0 ISHARES TR S&P 500 VAL ETF 464287408 190 1 SH SOLE 1 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 4030 44 SH SOLE 44 0 0 ISHARES TR MSCI EAFE ETF 464287465 188099 2729 SH SOLE 2729 0 0 ISHARES TR RUS MD CP GR ETF 464287481 305748 3347 SH SOLE 3347 0 0 ISHARES TR RUS MID CAP ETF 464287499 705381 10186 SH SOLE 10186 0 0 ISHARES TR CORE S&P MCP ETF 464287507 6643152 26642 SH SOLE 26642 0 0 ISHARES TR ISHARES SEMICDTR 464287523 1991277 4204 SH SOLE 4204 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 20496 135 SH SOLE 135 0 0 ISHARES TR S&P MC 400GR ETF 464287606 31786 440 SH SOLE 440 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 17622 130 SH SOLE 130 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 418712 1868 SH SOLE 1868 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 266673 1509 SH SOLE 1509 0 0 ISHARES TR U.S. REAL ES ETF 464287739 52198 668 SH SOLE 668 0 0 ISHARES TR US HLTHCARE ETF 464287762 619000 2292 SH SOLE 2292 0 0 ISHARES TR CORE S&P SCP ETF 464287804 87295 925 SH SOLE 925 0 0 ISHARES TR S&P SML 600 GWT 464287887 2194 20 SH SOLE 20 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 605948 5891 SH SOLE 5891 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 62588 4281 SH SOLE 4281 0 0 ISHARES TR NATIONAL MUN ETF 464288414 1699703 16576 SH SOLE 16576 0 0 ISHARES TR ASIA 50 ETF 464288430 42918 774 SH SOLE 774 0 0 ISHARES TR IBOXX HI YD ETF 464288513 80650 1094 SH SOLE 1094 0 0 ISHARES TR CRE U S REIT ETF 464288521 33026 700 SH SOLE 700 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 7784 160 SH SOLE 160 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 1624757 32606 SH SOLE 32606 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 6111 54 SH SOLE 54 0 0 ISHARES TR U.S. MED DVC ETF 464288810 1798560 37084 SH SOLE 37084 0 0 ISHARES TR CORE MSCI EAFE 46432F842 480663 7470 SH SOLE 7470 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 267603 11258 SH SOLE 11258 0 0 ISHARES TR HIGH YLD BD FCTR 46435G250 738857 16818 SH SOLE 16818 0 0 ISHARES TR ESG ADVNCD HY BD 46435G441 15505 359 SH SOLE 359 0 0 ISHARES TR ESG SCRND S&P SM 46436E544 92009 2783 SH SOLE 2783 0 0 ISHARES TR ESG SCRD S&P MID 46436E551 117698 3475 SH SOLE 3475 0 0 ISHARES TR ESG SCRND S&P500 46436E569 363907 11222 SH SOLE 11222 0 0 ISHARES TR 0-3 MNTH TREASRY 46436E718 200736 1994 SH SOLE 1994 0 0 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 4312463 97128 SH SOLE 97128 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 8393013 156703 SH SOLE 156703 0 0 JOHNSON & JOHNSON COM 478160104 1043214 6698 SH SOLE 6698 0 0 JPMORGAN CHASE & CO COM 46625H100 2166889 14942 SH SOLE 14942 0 0 KINDER MORGAN INC DEL COM 49456B101 424183 25584 SH SOLE 25584 0 0 LOWES COS INC COM 548661107 3524551 16958 SH SOLE 16958 0 0 META PLATFORMS INC CL A 30303M102 2743919 9140 SH SOLE 9140 0 0 MICROSOFT CORP COM 594918104 468510 1484 SH SOLE 1484 0 0 NEXTERA ENERGY INC COM 65339F101 570265 9954 SH SOLE 9954 0 0 NOVARTIS AG SPONSORED ADR 66987V109 793286 7788 SH SOLE 7788 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 150669 15565 SH SOLE 15565 0 0 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 436643 34490 SH SOLE 34490 0 0 NVIDIA CORPORATION COM 67066G104 510243 1173 SH SOLE 1173 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 221708 6686 SH SOLE 6686 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 3042051 61468 SH SOLE 61468 0 0 PGIM ETF TR TOTAL RETURN BON 69344A800 4185842 105344 SH SOLE 105344 0 0 PHILLIPS 66 COM 718546104 1342094 11170 SH SOLE 11170 0 0 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 80638 893 SH SOLE 893 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 169237 1690 SH SOLE 1690 0 0 PIMCO INCOME STRATEGY FD COM 72201H108 357092 46557 SH SOLE 46557 0 0 PROCTER AND GAMBLE CO COM 742718109 1581941 10846 SH SOLE 10846 0 0 PROGRESSIVE CORP COM 743315103 757235 5436 SH SOLE 5436 0 0 QUANTUMSCAPE CORP COM CL A 74767V109 299311 44740 SH SOLE 44740 0 0 REAVES UTIL INCOME FD COM SH BEN INT 756158101 318429 12918 SH SOLE 12918 0 0 ROYAL BK CDA COM 780087102 322007 3683 SH SOLE 3683 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 183685 3685 SH SOLE 3685 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 332948 6580 SH SOLE 6580 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 79265 1090 SH SOLE 1090 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 41061 637 SH SOLE 637 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1512986 22355 SH SOLE 22355 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1500357 36223 SH SOLE 36223 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2013625 84111 SH SOLE 84111 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5017771 70913 SH SOLE 70913 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6771691 199402 SH SOLE 199402 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 219514 12367 SH SOLE 12367 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 24508 312 SH SOLE 312 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 29610 230 SH SOLE 230 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 35300 513 SH SOLE 513 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 34933 217 SH SOLE 217 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 22091 666 SH SOLE 666 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 28893 285 SH SOLE 285 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1517336 9256 SH SOLE 9256 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 3134 92 SH SOLE 92 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 32706 555 SH SOLE 555 0 0 SERVICE PPTYS TR COM SH BEN INT 81761L102 2440509 317361 SH SOLE 317361 0 0 SOUTHERN CO COM 842587107 2305499 35623 SH SOLE 35623 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 959212 2244 SH SOLE 2244 0 0 STRYKER CORPORATION COM 863667101 247856 907 SH SOLE 907 0 0 SYSCO CORP COM 871829107 836330 12662 SH SOLE 12662 0 0 T ROWE PRICE ETF INC ULTRA SHRT TRM 87283Q701 2634560 53893 SH SOLE 53893 0 0 VALERO ENERGY CORP COM 91913Y100 314029 2216 SH SOLE 2216 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 84309 3133 SH SOLE 3133 0 0 VANECK ETF TRUST GREEN BOND ETF 92189F171 188091 8297 SH SOLE 8297 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 3885755 15742 SH SOLE 15742 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 423037 1077 SH SOLE 1077 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 64825 495 SH SOLE 495 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 155816 800 SH SOLE 800 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 125217 1655 SH SOLE 1655 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7337 46 SH SOLE 46 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 20824 100 SH SOLE 100 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 86216 456 SH SOLE 456 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 594598 2799 SH SOLE 2799 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6621911 64091 SH SOLE 64091 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 122487 521 SH SOLE 521 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 197078 475 SH SOLE 475 0 0 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 19460 185 SH SOLE 185 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1756777 54205 SH SOLE 54205 0 0 VISA INC COM CL A 92826C839 2857736 12424 SH SOLE 12424 0 0 WALMART INC COM 931142103 1610197 10068 SH SOLE 10068 0 0 WELLTOWER INC COM 95040Q104 225526 2753 SH SOLE 2753 0 0