Pinion Investment Advisors, LLC Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$251.3M
Holdings
155
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (155 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $66.3M |
VUGVANGUARD INDEX FDS | $17.5M |
IVVISHARES TR | $8.8M |
VCRBVANGUARD MALVERN FDS | $7.4M |
SPIBSPDR SER TR | $6.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.6M |
VBVANGUARD INDEX FDS | $4.8M |
TSLATESLA INC | $4.8M |
MSFTMICROSOFT CORP | $4.3M |
AAPLAPPLE INC | $3.9M |
AVGOBROADCOM INC | $3.5M |
BOXXEA SERIES TRUST | $3.4M |
SCHXSCHWAB STRATEGIC TR | $3.3M |
VTIVANGUARD INDEX FDS | $3.3M |
AQLTISHARES TR | $3.3M |
JQUAJ P MORGAN EXCHANGE TRADED F | $3.2M |
GOOGLALPHABET INC | $3.2M |
AMZNAMAZON COM INC | $3.1M |
NVDANVIDIA CORPORATION | $2.7M |
IUSBISHARES TR | $2.7M |
XNTKSPDR SER TR | $2.7M |
JPMJPMORGAN CHASE & CO. | $2.3M |
AQLTISHARES TR | $2.3M |
WMTWALMART INC | $2.1M |
VVISA INC | $2.1M |
SPYMSPDR SER TR | $1.9M |
VTWOVANGUARD SCOTTSDALE FDS | $1.8M |
UNHUNITEDHEALTH GROUP INC | $1.7M |
WMBWILLIAMS COS INC | $1.6M |
QUALISHARES TR | $1.5M |
MCDMCDONALDS CORP | $1.4M |
ARWRARROWHEAD PHARMACEUTICALS IN | $1.4M |
DYNFBLACKROCK ETF TRUST | $1.4M |
EEMISHARES TR | $1.2M |
TAT&T INC | $1.2M |
MAMASTERCARD INCORPORATED | $1.2M |
CITCINTAS CORP | $1.1M |
COSTCOSTCO WHSL CORP NEW | $1.1M |
OKEONEOK INC NEW | $1.1M |
HDHOME DEPOT INC | $1.1M |
TMUST-MOBILE US INC | $1.1M |
IPINTERNATIONAL PAPER CO | $1.0M |
SPYGSPDR SER TR | $1.0M |
SHYGISHARES TR | $1.0M |
VEAVANGUARD TAX-MANAGED FDS | $1.0M |
LMTLOCKHEED MARTIN CORP | $983K |
PEPPEPSICO INC | $970K |
PGPROCTER AND GAMBLE CO | $967K |
TMOTHERMO FISHER SCIENTIFIC INC | $943K |
MOALTRIA GROUP INC | $933K |
CSCOCISCO SYS INC | $921K |
DFVXDIMENSIONAL ETF TRUST | $905K |
METAMETA PLATFORMS INC | $884K |
IVWISHARES TR | $868K |
4I1PHILIP MORRIS INTL INC | $846K |
HYGISHARES TR | $836K |
TTTRANE TECHNOLOGIES PLC | $818K |
JPSTJ P MORGAN EXCHANGE TRADED F | $808K |
CVXCHEVRON CORP NEW | $808K |
PG4PRINCIPAL FINANCIAL GROUP IN | $780K |
VFHVANGUARD WORLD FD | $763K |
MRKMERCK & CO INC | $750K |
ABBVABBVIE INC | $747K |
MBBISHARES TR | $744K |
DISDISNEY WALT CO | $710K |
OHIOMEGA HEALTHCARE INVS INC | $679K |
KVUEKENVUE INC | $677K |
ARCCARES CAPITAL CORP | $675K |
IWFISHARES TR | $653K |
MGKVANGUARD WORLD FD | $652K |
GSGOLDMAN SACHS GROUP INC | $650K |
VOTVANGUARD INDEX FDS | $646K |
AMLPALPS ETF TR | $629K |
ADBEADOBE INC | $627K |
NEENEXTERA ENERGY INC | $609K |
FSKFS KKR CAP CORP | $602K |
AQLTISHARES TR | $598K |
PGRPROGRESSIVE CORP | $592K |
SCHGSCHWAB STRATEGIC TR | $577K |
BKLNINVESCO EXCH TRADED FD TR II | $554K |
AMGNAMGEN INC | $543K |
SOSOUTHERN CO | $540K |
SONSONOCO PRODS CO | $532K |
VOEVANGUARD INDEX FDS | $529K |
VICIVICI PPTYS INC | $528K |
NOCNORTHROP GRUMMAN CORP | $527K |
ULUNILEVER PLC | $524K |
SCHDSCHWAB STRATEGIC TR | $510K |
CMECME GROUP INC | $501K |
ASMLASML HOLDING N V | $491K |
BINCBLACKROCK ETF TRUST II | $491K |
PWRQUANTA SVCS INC | $485K |
STWDSTARWOOD PPTY TR INC | $485K |
XOMEXXON MOBIL CORP | $482K |
CRMSALESFORCE INC | $470K |
SPGIS&P GLOBAL INC | $470K |
EOGEOG RES INC | $468K |
MGVVANGUARD WORLD FD | $465K |
SCHKSCHWAB STRATEGIC TR | $462K |
PHPARKER-HANNIFIN CORP | $458K |
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