$154 Million is the total value of Pinion Investment Advisors, LLC's 156 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 13.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOO | Buy | VANGUARD INDEX FDS | $30,976,546 | +9.9% | 78,881 | +14.0% | 20.12% | +5.4% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $6,326,348 | +34.1% | 23,232 | +39.3% | 4.11% | +28.5% |
JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $5,580,710 | +0.3% | 111,214 | +0.2% | 3.62% | -3.8% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,182,339 | +1.1% | 14,794 | -1.6% | 3.36% | -3.2% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $4,114,361 | +13.3% | 21,761 | +19.1% | 2.67% | +8.6% |
Buy | DIMENSIONAL ETF TRUST | $3,965,949 | +50.7% | 98,240 | +55.7% | 2.58% | +44.4% | |
MSFT | Buy | MICROSOFT CORP | $3,359,683 | -3.9% | 10,640 | +3.7% | 2.18% | -7.9% |
JQUA | Buy | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $3,149,624 | +27.3% | 72,790 | +30.3% | 2.04% | +22.0% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $3,141,928 | -13.3% | 62,093 | -10.3% | 2.04% | -16.9% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,844,611 | -4.2% | 13,392 | -0.7% | 1.85% | -8.2% |
AAPL | Buy | APPLE INC | $2,702,426 | -10.3% | 15,784 | +1.6% | 1.76% | -14.1% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,905,715 | +11.2% | 14,563 | +1.7% | 1.24% | +6.5% |
IEFA | Buy | ISHARES TRcore msci eafe | $1,796,588 | +33.4% | 27,919 | +39.9% | 1.17% | +27.8% |
AMZN | Buy | AMAZON COM INC | $1,772,943 | -0.1% | 13,947 | +2.4% | 1.15% | -4.3% |
USMV | Sell | ISHARES TRmsci usa min vol | $1,707,228 | -19.3% | 23,587 | -17.1% | 1.11% | -22.6% |
UNH | Buy | UNITEDHEALTH GROUP INC | $1,675,745 | +9.4% | 3,324 | +4.3% | 1.09% | +4.8% |
SMMD | Buy | ISHARES TRrusel 2500 etf | $1,618,893 | +40.4% | 29,699 | +48.0% | 1.05% | +34.6% |
SPLG | Sell | SPDR SER TRportfolio s&p500 | $1,489,232 | -4.4% | 29,631 | -0.9% | 0.97% | -8.3% |
AVGO | Buy | BROADCOM INC | $1,337,775 | +5.1% | 1,611 | +9.8% | 0.87% | +0.8% |
VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,321,044 | +41.0% | 30,216 | +48.9% | 0.86% | +35.1% |
EFA | Buy | ISHARES TRmsci eafe etf | $1,292,388 | +41.0% | 18,752 | +48.3% | 0.84% | +35.1% |
SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $1,212,988 | -3.0% | 20,462 | -0.1% | 0.79% | -7.0% |
WMT | Buy | WALMART INC | $1,202,999 | +5.7% | 7,522 | +3.9% | 0.78% | +1.3% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,190,830 | +42.8% | 35,473 | +46.2% | 0.77% | +36.8% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $1,124,433 | +3.3% | 2,840 | +2.6% | 0.73% | -1.1% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,038,897 | -4.1% | 2,052 | -1.2% | 0.68% | -8.0% |
V | Buy | VISA INC | $1,031,773 | +1.0% | 4,486 | +4.3% | 0.67% | -3.2% |
MCD | Sell | MCDONALDS CORP | $1,032,215 | -11.7% | 3,918 | -0.0% | 0.67% | -15.4% |
JPM | Sell | JPMORGAN CHASE & CO | $1,027,030 | -3.2% | 7,082 | -2.9% | 0.67% | -7.2% |
HD | Sell | HOME DEPOT INC | $986,613 | -4.3% | 3,265 | -1.6% | 0.64% | -8.2% |
BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $985,901 | -0.2% | 46,970 | 0.0% | 0.64% | -4.5% | |
PEP | Buy | PEPSICO INC | $982,998 | -4.7% | 5,801 | +4.2% | 0.64% | -8.7% |
DVY | Buy | ISHARES TRselect divid etf | $921,224 | +58.0% | 8,558 | +66.3% | 0.60% | +51.4% |
CTAS | Sell | CINTAS CORP | $913,269 | -3.4% | 1,899 | -0.1% | 0.59% | -7.3% |
MRK | Buy | MERCK & CO INC | $887,651 | -1.6% | 8,622 | +10.3% | 0.58% | -5.7% |
COST | Sell | COSTCO WHSL CORP NEW | $866,884 | +0.4% | 1,534 | -4.3% | 0.56% | -3.8% |
WMB | Buy | WILLIAMS COS INC | $867,248 | +9.2% | 25,742 | +5.8% | 0.56% | +4.6% |
TMUS | Buy | T-MOBILE US INC | $813,551 | +1.3% | 5,809 | +0.5% | 0.53% | -2.9% |
ASML | Sell | ASML HOLDING N V | $789,982 | -23.0% | 1,342 | -5.2% | 0.51% | -26.2% |
PG | Buy | PROCTER AND GAMBLE CO | $780,893 | -0.7% | 5,354 | +3.3% | 0.51% | -4.9% |
ADBE | Sell | ADOBE INC | $777,598 | -20.9% | 1,525 | -24.1% | 0.50% | -24.2% |
AGG | Buy | ISHARES TRcore us aggbd et | $757,963 | +30.2% | 8,060 | +35.6% | 0.49% | +24.6% |
LMT | Buy | LOCKHEED MARTIN CORP | $752,535 | -6.7% | 1,840 | +5.0% | 0.49% | -10.4% |
ARCC | Buy | ARES CAPITAL CORP | $725,531 | +10.0% | 37,264 | +6.1% | 0.47% | +5.4% |
SPIB | New | SPDR SER TRportfolio intrmd | $713,349 | – | 22,682 | +100.0% | 0.46% | – |
IVV | Buy | ISHARES TRcore s&p500 etf | $685,800 | +44.6% | 1,597 | +50.1% | 0.44% | +38.6% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $685,795 | +67.2% | 18,071 | +74.3% | 0.44% | +60.1% |
IP | Buy | INTERNATIONAL PAPER CO | $679,074 | +27.2% | 19,145 | +14.0% | 0.44% | +21.8% |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $676,043 | -2.5% | 12,225 | 0.0% | 0.44% | -6.6% | |
CSCO | Buy | CISCO SYS INC | $666,846 | +5.3% | 12,404 | +1.4% | 0.43% | +0.9% |
PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $662,540 | -3.2% | 9,193 | +1.9% | 0.43% | -7.3% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $662,527 | +4.8% | 5,059 | +10.7% | 0.43% | +0.5% |
PM | Buy | PHILIP MORRIS INTL INC | $646,327 | -0.0% | 6,981 | +5.4% | 0.42% | -4.1% |
EOG | Buy | EOG RES INC | $630,761 | +15.5% | 4,976 | +4.3% | 0.41% | +10.8% |
NOC | Buy | NORTHROP GRUMMAN CORP | $630,070 | +0.7% | 1,431 | +4.3% | 0.41% | -3.5% |
CVX | Sell | CHEVRON CORP NEW | $606,146 | +6.7% | 3,595 | -0.4% | 0.39% | +2.3% |
SON | Buy | SONOCO PRODS CO | $604,753 | -4.0% | 11,127 | +4.2% | 0.39% | -8.0% |
MO | Buy | ALTRIA GROUP INC | $603,894 | +7.1% | 14,361 | +15.3% | 0.39% | +2.6% |
MPC | Buy | MARATHON PETE CORP | $599,610 | +31.6% | 3,962 | +1.4% | 0.39% | +25.9% |
NXPI | Sell | NXP SEMICONDUCTORS N V | $590,964 | -2.4% | 2,956 | -0.1% | 0.38% | -6.3% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $587,180 | -1.7% | 7,965 | +0.1% | 0.38% | -5.9% |
SHYG | Buy | ISHARES TR0-5yr hi yl cp | $584,555 | +4.7% | 14,247 | +5.8% | 0.38% | +0.5% |
T | Buy | AT&T INC | $569,003 | +4.4% | 37,883 | +10.8% | 0.37% | 0.0% |
EQIX | Sell | EQUINIX INC | $564,305 | -9.1% | 777 | -1.9% | 0.37% | -13.1% |
GPC | Buy | GENUINE PARTS CO | $560,339 | -10.8% | 3,881 | +4.5% | 0.36% | -14.6% |
D | Buy | DOMINION ENERGY INC | $551,988 | -9.4% | 12,357 | +5.1% | 0.36% | -13.3% |
ROP | Buy | ROPER TECHNOLOGIES INC | $547,237 | +0.9% | 1,130 | +0.2% | 0.36% | -3.3% |
AWK | Sell | AMERICAN WTR WKS CO INC NEW | $544,940 | -14.2% | 4,401 | -1.1% | 0.35% | -17.7% |
PLD | Buy | PROLOGIS INC. | $543,031 | -7.9% | 4,839 | +0.6% | 0.35% | -11.5% |
DIS | Buy | DISNEY WALT CO | $542,873 | +54.8% | 6,698 | +70.5% | 0.35% | +48.3% |
OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $524,960 | +1.9% | 11,452 | +8.8% | 0.34% | -2.3% |
CME | Sell | CME GROUP INC | $524,279 | +7.8% | 2,619 | -0.2% | 0.34% | +3.0% |
ACN | Buy | ACCENTURE PLC IRELAND | $520,552 | +3.3% | 1,695 | +3.8% | 0.34% | -0.9% |
CMCSA | Buy | COMCAST CORP NEWcl a | $511,092 | +10.7% | 11,527 | +3.8% | 0.33% | +6.1% |
TT | TRANE TECHNOLOGIES PLC | $506,667 | +6.1% | 2,497 | 0.0% | 0.33% | +1.5% | |
MGK | Sell | VANGUARD WORLD FDmega grwth ind | $494,189 | -34.1% | 2,178 | -31.7% | 0.32% | -36.8% |
HIG | Buy | HARTFORD FINL SVCS GROUP INC | $480,274 | -0.2% | 6,773 | +1.3% | 0.31% | -4.3% |
NVDA | Buy | NVIDIA CORPORATION | $478,055 | +39.5% | 1,099 | +35.7% | 0.31% | +33.6% |
HCA | Sell | HCA HEALTHCARE INC | $475,972 | -35.7% | 1,935 | -20.7% | 0.31% | -38.4% |
ZTS | Sell | ZOETIS INCcl a | $475,152 | -5.7% | 2,731 | -6.7% | 0.31% | -9.4% |
MDT | Buy | MEDTRONIC PLC | $476,194 | -4.1% | 6,077 | +7.8% | 0.31% | -8.0% |
NEE | Sell | NEXTERA ENERGY INC | $453,222 | -24.5% | 7,911 | -2.2% | 0.29% | -27.8% |
FTSL | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $451,637 | +1.0% | 9,874 | 0.0% | 0.29% | -3.3% | |
DHR | Sell | DANAHER CORPORATION | $436,577 | +1.3% | 1,760 | -2.0% | 0.28% | -3.1% |
AMGN | New | AMGEN INC | $433,779 | – | 1,614 | +100.0% | 0.28% | – |
USHY | Buy | ISHARES TRbroad usd high | $432,348 | +31.0% | 12,456 | +33.3% | 0.28% | +25.4% |
KO | Sell | COCA COLA CO | $430,655 | -9.4% | 7,693 | -2.5% | 0.28% | -13.0% |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $430,102 | +1.1% | 4,295 | +0.7% | 0.28% | -3.1% |
BDX | Buy | BECTON DICKINSON & CO | $425,024 | +4.9% | 1,644 | +7.2% | 0.28% | +0.7% |
SPGI | Buy | S&P GLOBAL INC | $425,338 | -5.3% | 1,164 | +3.9% | 0.28% | -9.2% |
ICSH | Buy | ISHARES TRblackrock ultra | $422,437 | +0.5% | 8,385 | +0.3% | 0.27% | -3.9% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $420,191 | -2.4% | 5,586 | +9.3% | 0.27% | -6.5% |
IEMG | Buy | ISHARES INCcore msci emkt | $417,936 | +9.9% | 8,782 | +13.8% | 0.27% | +5.0% |
OKE | Buy | ONEOK INC NEW | $417,687 | +15.1% | 6,585 | +12.0% | 0.27% | +10.2% |
EMR | Buy | EMERSON ELEC CO | $415,927 | +12.3% | 4,307 | +5.1% | 0.27% | +7.6% |
VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $407,492 | -1.8% | 5,954 | +1.5% | 0.26% | -5.7% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $398,995 | +1.3% | 4,835 | +6.2% | 0.26% | -3.0% |
DUK | Buy | DUKE ENERGY CORP NEW | $395,582 | +15.3% | 4,482 | +17.3% | 0.26% | +10.8% |
NNN | Buy | NNN REIT INC | $387,998 | -16.3% | 10,979 | +1.4% | 0.25% | -19.7% |
MGV | Sell | VANGUARD WORLD FDmega cap val etf | $388,261 | -34.6% | 3,829 | -33.1% | 0.25% | -37.3% |
OGE | Buy | OGE ENERGY CORP | $384,295 | +5.3% | 11,530 | +13.4% | 0.25% | +1.2% |
MET | Sell | METLIFE INC | $383,059 | +8.2% | 6,089 | -2.7% | 0.25% | +3.8% |
COP | Buy | CONOCOPHILLIPS | $372,723 | +33.0% | 3,111 | +15.0% | 0.24% | +27.4% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $366,283 | -3.3% | 11,302 | +11.0% | 0.24% | -7.4% |
New | KENVUE INC | $365,336 | – | 18,194 | +100.0% | 0.24% | – | |
VLO | Buy | VALERO ENERGY CORP | $362,920 | +34.0% | 2,561 | +10.9% | 0.24% | +28.3% |
CINF | Buy | CINCINNATI FINL CORP | $359,198 | +12.5% | 3,512 | +7.0% | 0.23% | +7.9% |
XOM | Buy | EXXON MOBIL CORP | $354,127 | +16.5% | 3,012 | +6.3% | 0.23% | +11.7% |
PAYX | Buy | PAYCHEX INC | $347,040 | +3.1% | 3,009 | +0.0% | 0.22% | -1.3% |
NHI | Buy | NATIONAL HEALTH INVS INC | $346,937 | +10.3% | 6,755 | +12.6% | 0.22% | +5.6% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $332,695 | -4.9% | 6,674 | -1.4% | 0.22% | -8.9% |
SNPS | Buy | SYNOPSYS INC | $328,164 | +5.7% | 715 | +0.3% | 0.21% | +1.4% |
SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $328,344 | -3.1% | 7,950 | +0.4% | 0.21% | -7.4% |
FSK | New | FS KKR CAP CORP | $324,118 | – | 16,461 | +100.0% | 0.21% | – |
MAA | Buy | MID-AMER APT CMNTYS INC | $323,115 | -14.6% | 2,512 | +0.9% | 0.21% | -18.0% |
FITB | Buy | FIFTH THIRD BANCORP | $321,691 | +2.6% | 12,700 | +6.1% | 0.21% | -1.4% |
IWM | Buy | ISHARES TRrussell 2000 etf | $322,198 | +23.1% | 1,823 | +30.4% | 0.21% | +18.1% |
IWS | ISHARES TRrus mdcp val etf | $320,637 | -5.0% | 3,073 | 0.0% | 0.21% | -9.2% | |
HBAN | Buy | HUNTINGTON BANCSHARES INC | $316,036 | +14.5% | 30,388 | +18.7% | 0.20% | +9.6% |
VICI | Buy | VICI PPTYS INC | $304,066 | +3.1% | 10,449 | +11.4% | 0.20% | -1.5% |
SHY | New | ISHARES TR1 3 yr treas bd | $302,828 | – | 3,740 | +100.0% | 0.20% | – |
HYEM | VANECK ETF TRUSTemerging mrkt hi | $302,566 | -2.6% | 16,979 | 0.0% | 0.20% | -7.1% | |
EW | Sell | EDWARDS LIFESCIENCES CORP | $295,549 | -39.6% | 4,266 | -17.7% | 0.19% | -42.0% |
HYD | VANECK ETF TRUSThigh yld munietf | $289,612 | -4.4% | 5,902 | 0.0% | 0.19% | -8.3% | |
GOVT | Sell | ISHARES TRus treas bd etf | $289,716 | -9.3% | 13,145 | -5.7% | 0.19% | -13.0% |
UL | Buy | UNILEVER PLCspon adr new | $289,634 | +7.6% | 5,863 | +13.5% | 0.19% | +3.3% |
ES | Buy | EVERSOURCE ENERGY | $288,108 | -14.6% | 4,955 | +4.1% | 0.19% | -18.3% |
GIS | Buy | GENERAL MLS INC | $288,595 | -12.0% | 4,510 | +5.4% | 0.19% | -15.8% |
UGI | Buy | UGI CORP NEW | $273,654 | -6.4% | 11,898 | +9.7% | 0.18% | -10.1% |
WPC | Buy | WP CAREY INC | $273,916 | -9.8% | 5,065 | +12.7% | 0.18% | -13.6% |
IBM | INTERNATIONAL BUSINESS MACHS | $270,359 | +4.9% | 1,927 | 0.0% | 0.18% | +0.6% | |
PWR | Buy | QUANTA SVCS INC | $268,259 | +11.1% | 1,434 | +16.7% | 0.17% | +6.1% |
SO | Buy | SOUTHERN CO | $264,511 | +4.9% | 4,087 | +13.9% | 0.17% | +0.6% |
PFE | Sell | PFIZER INC | $263,072 | -58.9% | 7,931 | -54.6% | 0.17% | -60.6% |
LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $261,379 | -6.4% | 5,533 | -5.6% | 0.17% | -10.1% |
SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $260,595 | +4.2% | 6,215 | +4.1% | 0.17% | 0.0% |
STWD | Buy | STARWOOD PPTY TR INC | $256,059 | +19.0% | 13,233 | +19.3% | 0.17% | +13.7% |
ADX | Buy | ADAMS DIVERSIFIED EQUITY FD | $253,775 | -0.7% | 15,251 | +0.3% | 0.16% | -4.6% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $251,039 | +4.8% | 3,709 | +9.9% | 0.16% | +0.6% |
SPY | SPDR S&P 500 ETF TRtr unit | $251,102 | -3.6% | 587 | 0.0% | 0.16% | -7.4% | |
LYB | Sell | LYONDELLBASELL INDUSTRIES N | $245,273 | -4.9% | 2,590 | -7.8% | 0.16% | -9.1% |
BCE | Sell | BCE INC | $242,227 | -21.5% | 6,341 | -6.4% | 0.16% | -24.9% |
GILD | Sell | GILEAD SCIENCES INC | $240,033 | -9.2% | 3,203 | -6.6% | 0.16% | -12.8% |
CAG | Buy | CONAGRA BRANDS INC | $239,871 | -6.6% | 8,748 | +14.8% | 0.16% | -10.3% |
ETR | Sell | ENTERGY CORP NEW | $240,315 | -11.6% | 2,598 | -7.0% | 0.16% | -15.2% |
GOOG | Buy | ALPHABET INCcap stk cl c | $238,781 | +9.3% | 1,811 | +0.3% | 0.16% | +4.7% |
TJX | Buy | TJX COS INC NEW | $230,561 | +6.2% | 2,594 | +1.3% | 0.15% | +2.0% |
CFG | Buy | CITIZENS FINL GROUP INC | $231,367 | +3.6% | 8,633 | +0.8% | 0.15% | -0.7% |
SBUX | Sell | STARBUCKS CORP | $226,076 | -29.3% | 2,477 | -23.3% | 0.15% | -32.3% |
PH | New | PARKER-HANNIFIN CORP | $218,911 | – | 562 | +100.0% | 0.14% | – |
IEI | Buy | ISHARES TR3 7 yr treas bd | $209,912 | +0.2% | 1,855 | +2.0% | 0.14% | -4.2% |
SUB | New | ISHARES TRshrt nat mun etf | $208,292 | – | 2,025 | +100.0% | 0.14% | – |
KLAC | New | KLA CORP | $205,939 | – | 449 | +100.0% | 0.13% | – |
AJG | New | GALLAGHER ARTHUR J & CO | $203,998 | – | 895 | +100.0% | 0.13% | – |
FHN | Sell | FIRST HORIZON CORPORATION | $121,915 | -10.0% | 11,063 | -7.9% | 0.08% | -14.1% |
CINGULATE INC | $8,438 | -23.8% | 11,900 | 0.0% | 0.01% | -28.6% | ||
IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -5,934 | -100.0% | -0.16% | – |
VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -4,963 | -100.0% | -0.16% | – |
VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -1,476 | -100.0% | -0.16% | – |
AGR | Exit | AVANGRID INC | $0 | – | -6,751 | -100.0% | -0.17% | – |
TFC | Exit | TRUIST FINL CORP | $0 | – | -8,573 | -100.0% | -0.18% | – |
BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -12,775 | -100.0% | -0.18% | – |
LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -2,826 | -100.0% | -0.21% | – |
AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,797 | -100.0% | -0.21% | – |
PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -5,011 | -100.0% | -0.23% | – |
KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -2,978 | -100.0% | -0.28% | – |
JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,543 | -100.0% | -0.28% | – |
ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -1,210 | -100.0% | -0.30% | – |
CCI | Exit | CROWN CASTLE INC | $0 | – | -4,367 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
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.