Pinion Investment Advisors, LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$453.8M
Holdings
150
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (150 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $128.0M |
VUGVANGUARD INDEX FDS | $31.3M |
IVVISHARES TR | $19.8M |
BOXXEA SERIES TRUST | $16.7M |
SPIBSPDR SER TR | $14.3M |
VCRBVANGUARD MALVERN FDS | $13.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11.9M |
AQLTISHARES TR | $11.3M |
VBVANGUARD INDEX FDS | $8.0M |
MSFTMICROSOFT CORP | $7.8M |
TSLATESLA INC | $7.4M |
AAPLAPPLE INC | $6.8M |
VTIVANGUARD INDEX FDS | $6.1M |
SCHXSCHWAB STRATEGIC TR | $5.9M |
NVDANVIDIA CORPORATION | $5.5M |
AMZNAMAZON COM INC | $5.3M |
GOOGLALPHABET INC | $5.2M |
XNTKSPDR SER TR | $5.1M |
AVGOBROADCOM INC | $5.0M |
AQLTISHARES TR | $4.6M |
QUALISHARES TR | $4.3M |
WMTWALMART INC | $4.0M |
IUSBISHARES TR | $4.0M |
WMBWILLIAMS COS INC | $3.7M |
SPYMSPDR SER TR | $3.5M |
EVTRMORGAN STANLEY ETF TRUST | $3.5M |
DYNFBLACKROCK ETF TRUST | $3.5M |
JQUAJ P MORGAN EXCHANGE TRADED F | $3.4M |
BKLNINVESCO EXCH TRADED FD TR II | $3.3M |
TAT&T INC | $3.0M |
JPIEJ P MORGAN EXCHANGE TRADED F | $2.8M |
JPMJPMORGAN CHASE & CO. | $2.4M |
OKEONEOK INC NEW | $2.4M |
MOALTRIA GROUP INC | $2.3M |
VVISA INC | $2.3M |
IPINTERNATIONAL PAPER CO | $2.2M |
SHYGISHARES TR | $2.1M |
CSCOCISCO SYS INC | $2.0M |
PG4PRINCIPAL FINANCIAL GROUP IN | $1.9M |
ARWRARROWHEAD PHARMACEUTICALS IN | $1.9M |
VEAVANGUARD TAX-MANAGED FDS | $1.8M |
SPYGSPDR SER TR | $1.8M |
UNHUNITEDHEALTH GROUP INC | $1.8M |
KVUEKENVUE INC | $1.7M |
MCDMCDONALDS CORP | $1.7M |
HYGISHARES TR | $1.6M |
AMLPALPS ETF TR | $1.6M |
JPSTJ P MORGAN EXCHANGE TRADED F | $1.6M |
ARCCARES CAPITAL CORP | $1.5M |
OHIOMEGA HEALTHCARE INVS INC | $1.5M |
DFVXDIMENSIONAL ETF TRUST | $1.4M |
FSKFS KKR CAP CORP | $1.4M |
SONSONOCO PRODS CO | $1.3M |
AQLTISHARES TR | $1.3M |
ULUNILEVER PLC | $1.3M |
VICIVICI PPTYS INC | $1.3M |
TMUST-MOBILE US INC | $1.3M |
CITCINTAS CORP | $1.2M |
MAMASTERCARD INCORPORATED | $1.2M |
DHTDHT HOLDINGS INC | $1.2M |
COSTCOSTCO WHSL CORP NEW | $1.1M |
4I1PHILIP MORRIS INTL INC | $1.1M |
STWDSTARWOOD PPTY TR INC | $1.1M |
PEPPEPSICO INC | $1.1M |
PGPROCTER AND GAMBLE CO | $1.1M |
LMTLOCKHEED MARTIN CORP | $1.1M |
SCHDSCHWAB STRATEGIC TR | $1.0M |
SCHGSCHWAB STRATEGIC TR | $1.0M |
HDHOME DEPOT INC | $998K |
ABBVABBVIE INC | $984K |
METAMETA PLATFORMS INC | $965K |
CVXCHEVRON CORP NEW | $947K |
SCHKSCHWAB STRATEGIC TR | $881K |
TMOTHERMO FISHER SCIENTIFIC INC | $871K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $798K |
ISRGINTUITIVE SURGICAL INC | $787K |
PGRPROGRESSIVE CORP | $777K |
MRKMERCK & CO INC | $774K |
VFHVANGUARD WORLD FD | $766K |
TTTRANE TECHNOLOGIES PLC | $756K |
SOSOUTHERN CO | $707K |
GSGOLDMAN SACHS GROUP INC | $704K |
ADXADAMS DIVERSIFIED EQUITY FD | $652K |
IVWISHARES TR | $633K |
DISDISNEY WALT CO | $630K |
NEENEXTERA ENERGY INC | $604K |
VOTVANGUARD INDEX FDS | $599K |
IWFISHARES TR | $582K |
MGKVANGUARD WORLD FD | $578K |
SCHBSCHWAB STRATEGIC TR | $574K |
SGOVISHARES TR | $570K |
TLHISHARES TR | $566K |
NOCNORTHROP GRUMMAN CORP | $547K |
VLOVALERO ENERGY CORP | $533K |
ADBEADOBE INC | $516K |
XOMEXXON MOBIL CORP | $513K |
VOEVANGUARD INDEX FDS | $511K |
CMECME GROUP INC | $509K |
AMGNAMGEN INC | $504K |
EOGEOG RES INC | $491K |
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