$95.1 Billion is the total value of Pinion Investment Advisors, LLC's 135 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $605,000 | +4.3% | 27,157 | 0.0% | 0.64% | -27.3% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $211,000 | +15.9% | 12,222 | 0.0% | 0.22% | -19.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 23 | Q3 2023 | 20.1% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q3 2023 | 4.8% |
| MICROSOFT CORP | 23 | Q3 2023 | 2.7% |
| APPLE INC | 23 | Q3 2023 | 2.5% |
| ALPHABET INC | 23 | Q3 2023 | 1.7% |
| VANGUARD INDEX FDS | 23 | Q3 2023 | 2.7% |
| UNITEDHEALTH GROUP INC | 23 | Q3 2023 | 1.7% |
| THERMO FISHER SCIENTIFIC INC | 23 | Q3 2023 | 1.6% |
| MASTERCARD INCORPORATED | 23 | Q3 2023 | 1.7% |
| VISA INC | 23 | Q3 2023 | 1.5% |
View Pinion Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2022-02-15 |
View Pinion Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.