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Armor Investment Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Ava Hoppe | 22 January, 2024

Armor Investment Advisors, LLC, a renowned investment firm, has released its latest 13F holdings comparison report for the third and fourth quarters of 2023. The report highlights the changes in the holdings of various funds managed by the firm during this period. Let's delve into the details and explore the trends in the investment landscape.

DIMENSIONAL ETF TRUST - Witnessing a significant increase in holdings, DIMENSIONAL ETF TRUST saw its shares rise from 143,996 to 167,769. This surge corresponds to a 32.3% increase in value, with Q3 2023 value at $7,558,000 and Q4 2023 value at $10,002,000.

FIDELITY COVINGTON TRUST - Although FIDELITY COVINGTON TRUST experienced a minor increase in shares from 64,305 to 64,566, its value rose by 17.3%. Q3 2023 saw a value of $7,904,000, which rose to $9,274,000 in Q4 2023.

J P MORGAN EXCHANGE TRADED F - With a modest rise in shares from 156,703 to 163,394, J P MORGAN EXCHANGE TRADED F witnessed a change of 7% in value. Q3 2023 value stood at $8,393,000, while Q4 2023 value reached $8,983,000.

ISHARES TR - One of the notable performers in terms of holdings, ISHARES TR experienced a substantial increase in both shares and value during this period. Shares rose from 26,642 to 31,066, corresponding to a 29.6% increase in value. Q3 2023 value was $6,643,000, while Q4 2023 value reached $8,610,000.

SCHWAB STRATEGIC TR - Another fund that showcased positive growth in holdings was SCHWAB STRATEGIC TR. Shares increased from 199,402 to 218,839, indicating a 19.4% change in value. The value for Q3 2023 was $6,771,000, and Q4 2023 value reached $8,088,000.

VANGUARD WHITEHALL FDS - In contrast to the overall trend, VANGUARD WHITEHALL FDS witnessed a slight decrease in both shares and value. Shares fell from 64,091 to 63,533, resulting in a 7.1% reduction in value. Q3 2023 value stood at $6,621,000, and Q4 2023 value decreased to $7,092,000.

These are just a few of the notable changes observed in the Armor Investment Advisors' 13F holdings comparison report. The complete report presents a comprehensive overview of the shifts in holdings across various funds. These changes can provide valuable insights for investors and analysts, allowing them to make informed investment decisions.

Armor Investment Advisors, LLC continues to monitor and adapt its investment strategies to maximize returns for its clients. With a focus on data-driven analysis and a deep understanding of market dynamics, the firm aims to deliver consistent growth and long-term value.

The information presented in this article is derived from public records and available data. It is essential to conduct thorough research and seek professional advice before making any investment decisions. The securities market can be volatile, and past performance is not indicative of future results.

Disclaimer: This article is for informational purposes only and should not be construed as financial advice. Consult with a professional advisor before making any investment decisions.

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