Pinion Investment Advisors, LLC Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$290.1M
Holdings
163
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (163 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $68.4M |
VUGVANGUARD INDEX FDS | $17.7M |
IVVISHARES TR | $17.0M |
BOXXEA SERIES TRUST | $9.4M |
SPIBSPDR SERIES TRUST | $8.9M |
AQLTISHARES TR | $7.9M |
VCRBVANGUARD MALVERN FDS | $6.9M |
MSFTMICROSOFT CORP | $5.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.8M |
TSLATESLA INC | $4.5M |
NVDANVIDIA CORPORATION | $4.0M |
QUALISHARES TR | $4.0M |
DYNFBLACKROCK ETF TRUST | $3.2M |
AAPLAPPLE INC | $3.2M |
SCHXSCHWAB STRATEGIC TR | $3.2M |
AMZNAMAZON COM INC | $3.1M |
SGOVISHARES TR | $3.1M |
XNTKSPDR SERIES TRUST | $3.1M |
GOOGLALPHABET INC | $3.0M |
VTIVANGUARD INDEX FDS | $2.9M |
AVGOBROADCOM INC | $2.9M |
JPMJPMORGAN CHASE & CO. | $2.9M |
AQLTISHARES TR | $2.8M |
IUSBISHARES TR | $2.7M |
VGKVANGUARD INTL EQUITY INDEX F | $2.5M |
EVTRMORGAN STANLEY ETF TRUST | $2.5M |
VVISA INC | $2.3M |
WMTWALMART INC | $2.2M |
JPIEJ P MORGAN EXCHANGE TRADED F | $2.0M |
WMBWILLIAMS COS INC | $1.9M |
SPYMSPDR SERIES TRUST | $1.9M |
JQUAJ P MORGAN EXCHANGE TRADED F | $1.7M |
MCDMCDONALDS CORP | $1.6M |
TAT&T INC | $1.5M |
OEFISHARES TR | $1.5M |
THROBLACKROCK ETF TRUST | $1.5M |
CITCINTAS CORP | $1.3M |
METAMETA PLATFORMS INC | $1.3M |
MAMASTERCARD INCORPORATED | $1.3M |
4I1PHILIP MORRIS INTL INC | $1.3M |
AAAUGOLDMAN SACHS PHYSICAL GOLD | $1.3M |
ISRGINTUITIVE SURGICAL INC | $1.2M |
ARWRARROWHEAD PHARMACEUTICALS IN | $1.2M |
COSTCOSTCO WHSL CORP NEW | $1.2M |
SHYGISHARES TR | $1.1M |
CSCOCISCO SYS INC | $1.1M |
MOALTRIA GROUP INC | $1.1M |
LMTLOCKHEED MARTIN CORP | $1.1M |
VEAVANGUARD TAX-MANAGED FDS | $1.0M |
PGPROCTER AND GAMBLE CO | $1.0M |
TMUST-MOBILE US INC | $1.0M |
OKEONEOK INC NEW | $1.0M |
PEPPEPSICO INC | $1.0M |
HDHOME DEPOT INC | $997K |
IPINTERNATIONAL PAPER CO | $993K |
PG4PRINCIPAL FINANCIAL GROUP IN | $944K |
TTTRANE TECHNOLOGIES PLC | $943K |
TLHISHARES TR | $939K |
SPYGSPDR SERIES TRUST | $936K |
GSGOLDMAN SACHS GROUP INC | $920K |
ABBVABBVIE INC | $903K |
CVXCHEVRON CORP NEW | $844K |
AQLTISHARES TR | $835K |
VFHVANGUARD WORLD FD | $803K |
HYGISHARES TR | $792K |
ARCCARES CAPITAL CORP | $777K |
KVUEKENVUE INC | $768K |
OHIOMEGA HEALTHCARE INVS INC | $762K |
AMLPALPS ETF TR | $758K |
MGKVANGUARD WORLD FD | $739K |
DFVXDIMENSIONAL ETF TRUST | $729K |
MRKMERCK & CO INC | $729K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $729K |
PGRPROGRESSIVE CORP | $728K |
SOSOUTHERN CO | $713K |
VICIVICI PPTYS INC | $706K |
VOTVANGUARD INDEX FDS | $705K |
TMOTHERMO FISHER SCIENTIFIC INC | $694K |
IWFISHARES TR | $685K |
ULUNILEVER PLC | $684K |
FSKFS KKR CAP CORP | $683K |
SONSONOCO PRODS CO | $633K |
SCHGSCHWAB STRATEGIC TR | $620K |
DHTDHT HOLDINGS INC | $618K |
STWDSTARWOOD PPTY TR INC | $613K |
UNHUNITEDHEALTH GROUP INC | $602K |
NEENEXTERA ENERGY INC | $583K |
PWRQUANTA SVCS INC | $570K |
ORCLORACLE CORP | $561K |
VLOVALERO ENERGY CORP | $560K |
JPSTJ P MORGAN EXCHANGE TRADED F | $541K |
AXONAXON ENTERPRISE INC | $537K |
CMECME GROUP INC | $525K |
CBCHUBB LIMITED | $524K |
VOEVANGUARD INDEX FDS | $515K |
MGVVANGUARD WORLD FD | $504K |
SPGIS&P GLOBAL INC | $497K |
HCAHCA HEALTHCARE INC | $492K |
SCHKSCHWAB STRATEGIC TR | $489K |
PHPARKER-HANNIFIN CORP | $487K |
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