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Comparing Armor Investment Advisors, LLC Q4 2022 to Q1 2023: 13F Holdings Revealed

Ava Hoppe | 9 May, 2023

Armor Investment Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) that manages the investments of various individual and institutional clients. As a registered investment advisor, the firm is required to file a quarterly report known as Form 13F with the SEC, which details its holdings. In this article, we will compare the firm's 13F holdings in Q4 2022 to Q1 2023 to highlight any significant changes in its investment portfolio.

One of the significant changes in Armor Investment Advisors, LLC's portfolio is the increase in its holdings of Global X FDS (QYLD) by 16.1%. In Q4 2022, the firm owned 431,410 shares of the company, which increased to 464,545 shares in Q1 2023. The value of its holdings in Global X FDS also increased from $6,863,000 in Q4 2022 to $7,966,000 in Q1 2023.

Fidelity Covington Trust (FTEC) is another company in which Armor Investment Advisors, LLC increased its holdings. The firm had 68,622 shares of the company in Q4 2022, which increased by 19.8% to 68,162 shares in Q1 2023. The value of its holdings in Fidelity Covington Trust also surged from $6,485,000 in Q4 2022 to $7,767,000 in Q1 2023.

On the other hand, Vanguard Whitehall Fds (VYM) was one of the companies where Armor Investment Advisors, LLC reduced its holdings in Q1 2023. The firm had 68,209 shares of the company in Q4 2022, which decreased by 6.2% to 65,633 shares in Q1 2023. The value of its holdings in Vanguard Whitehall Fds also decreased from $7,380,000 in Q4 2022 to $6,924,000 in Q1 2023.

Schwab Strategic TR (SCHA) is a company where Armor Investment Advisors, LLC added its holdings. The firm had 133,495 shares of the company in Q4 2022, which increased by 12.6% to 145,181 shares in Q1 2023. The value of its holdings in Schwab Strategic TR also increased from $5,407,000 in Q4 2022 to $6,087,000 in Q1 2023.

In addition to the above, Armor Investment Advisors, LLC reduced its holdings in Lowes Cos Inc (LOW) by 3%, from 26,515 shares in Q4 2022 to 25,618 shares in Q1 2023. The value of its holdings in Lowes Cos Inc also decreased from $5,282,000 in Q4 2022 to $5,122,000 in Q1 2023. The company also reduced its holdings in Fidelity Covington Trust (FHLC) by 7.5%, from 81,934 shares in Q4 2022 to 78,925 shares in Q1 2023. The value of its holdings in Fidelity Covington Trust also decreased from $5,242,000 in Q4 2022 to $4,851,000 in Q1 2023.

To sum up, Armor Investment Advisors, LLC has made significant changes to its investment portfolio between Q4 2022 and Q1 2023. The company increased its holdings in some companies while decreasing them in others. These changes indicate that the company is actively managing its investment portfolio to ensure the best possible returns for its clients. Investors can benefit from these insights by checking out the company's latest holdings and making informed investment decisions based on these reports.

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