Armor Investment Advisors, LLC Q1 2023 vs. Q2 2023: Analyzing Changes in Holdings

Armor Investment Advisors, LLC recently released its 13F filings for the first and second quarters of 2023, providing valuable insights into the changes in their fund holdings. These filings offer a glimpse into the investment strategies and decisions made by Armor Investment Advisors, LLC.

In this article, we will dive deep into the Q1 2023 vs. Q2 2023 13F holdings comparison, highlighting the significant changes in holdings by Armor Investment Advisors, LLC during this period. We will examine the top gainers, top losers, and analyze the reasons behind these shifts. So let's get started!

Top Gainers:

1. DIMENSIONAL ETF TRUST (Ticker: DFAS):

- Q1 2023 (SHARES): 35,333

- Q2 2023 (SHARES): 134,562

- Chg %: 296%

Armor Investment Advisors, LLC significantly increased its holdings in DIMENSIONAL ETF TRUST, with an impressive growth rate of 296%. This strategic investment move could be driven by positive market sentiment and growth prospects within the ETF sector.

2. CAPITAL GROUP GROWTH ETF (Ticker: CGGR):

- Q1 2023 (SHARES): 186,204

- Q2 2023 (SHARES): 191,324

- Chg %: 15.4%

The holdings in CAPITAL GROUP GROWTH ETF also experienced a modest increase of 15.4%. This indicates Armor Investment Advisors, LLC's confidence in the growth potential of the companies held within this ETF.

3. J P MORGAN EXCHANGE TRADED F (Ticker: JEPI):

- Q1 2023 (SHARES): 5

- Q2 2023 (SHARES): 83,628

- Chg %: N/A

One of the most notable jumps in holdings can be observed in J P MORGAN EXCHANGE TRADED F, where holdings skyrocketed from just 5 shares to 83,628 shares. While the exact reasons behind this massive surge are not specified, it highlights Armor Investment Advisors, LLC's interest in this particular security.

Top Losers:

1. QYLD, GLOBAL X FDS:

- Q1 2023 (SHARES): 464,545

- Q2 2023 (SHARES): 213,166

- Chg %: -52.5%

During this period, Armor Investment Advisors, LLC significantly reduced its holdings in GLOBAL X FDS, with a substantial decrease of 52.5%. This move suggests a revision of the investment strategy or a change in market outlook for this specific fund.

2. LOWES COS INC (Ticker: LOW):

- Q1 2023 (SHARES): 25,618

- Q2 2023 (SHARES): 16,372

- Chg %: -27.9%

Armor Investment Advisors, LLC also decreased its holdings in LOWES COS INC by 27.9%. This reduction might reflect a shift in investment focus or a reevaluation of the company's growth potential.

3. VISA INC (Ticker: V):

- Q1 2023 (SHARES): 20,145

- Q2 2023 (SHARES): 12,067

- Chg %: -36.9%

Another significant reduction in holdings can be seen in VISA INC, with a decline of 36.9%. This decision could be based on changing market conditions or a reassessment of the risk-reward profile for this particular investment.

Reasons Behind the Changes:

These changes in holdings by Armor Investment Advisors, LLC reflect their ongoing efforts to optimize their portfolio and align it with their investment objectives. The decision to increase holdings in certain securities might be driven by positive market trends, growth expectations, or potential value opportunities.

On the other hand, the reduction in holdings could be attributed to various factors such as profit-taking, risk management, or a change in the overall market outlook.

It's important to note that while analyzing these changes in holdings provides valuable insights, it shouldn't be considered as a standalone investment strategy. Investors should conduct thorough research, consider their own investment goals, and consult with financial advisors before making any investment decisions.

In conclusion, Armor Investment Advisors, LLC's Q1 2023 vs. Q2 2023 13F holdings comparison reveals interesting shifts in their portfolio. The significant gains and losses in various securities indicate a dynamic approach to investment management. By actively monitoring and adjusting their holdings, Armor Investment Advisors, LLC strives to maximize returns and manage risks effectively.

Please note that the information provided in this article is for informational purposes only and should not be interpreted as investment advice.