Pinion Investment Advisors, LLC holdings history

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308 is the total number of securities Pinion Investment Advisors, LLC has owned. The longest Pinion Investment Advisors, LLC has owned a single stock is 23 quarters.

Pinion Investment Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VOO VANGUARD INDEX FDS23231.25%5.36%20.12%Q1 2018Q3 202323
BRKB BERKSHIRE HATHAWAY INC...23230.78%2.59%4.85%Q1 2018Q3 202323
MSFT MICROSOFT CORP23231.10%2.08%2.72%Q1 2018Q3 202323
AAPL APPLE INC23231.02%1.78%2.49%Q1 2018Q3 202323
GOOGL ALPHABET INC23230.96%1.37%1.69%Q1 2018Q3 202323
VB VANGUARD INDEX FDS23230.49%1.30%2.67%Q1 2018Q3 202323
UNH UNITEDHEALTH GROUP INC23231.04%1.28%1.66%Q1 2018Q3 202323
TMO THERMO FISHER SCIENTIF...23230.68%1.20%1.59%Q1 2018Q3 202323
MA MASTERCARD INCORPORATED23230.71%1.16%1.70%Q1 2018Q3 202323
V VISA INC23230.67%1.15%1.52%Q1 2018Q3 202323
JPM JPMORGAN CHASE & CO23230.67%1.12%1.63%Q1 2018Q3 202323
HD HOME DEPOT INC23230.64%1.11%1.48%Q1 2018Q3 202323
ADBE ADOBE SYSTEMS INCORPOR...23230.50%1.02%1.40%Q1 2018Q3 202323
PEP PEPSICO INC23230.64%0.93%1.26%Q1 2018Q3 202323
VZ VERIZON COMMUNICATIONS...23230.24%0.91%1.48%Q1 2018Q3 202323
LMT LOCKHEED MARTIN CORP23230.49%0.88%1.50%Q1 2018Q3 202323
WMT WALMART INC23230.72%0.87%1.34%Q1 2018Q3 202323
DHR DANAHER CORPORATION23230.28%0.86%1.29%Q1 2018Q3 202323
MCD MCDONALDS CORP23230.59%0.85%1.24%Q1 2018Q3 202323
NEE NEXTERA ENERGY INC23230.29%0.85%1.43%Q1 2018Q3 202323
CMCSA COMCAST CORP NEW23230.31%0.85%1.25%Q1 2018Q3 202323
AWK AMERICAN WTR WKS CO IN...23230.35%0.80%1.29%Q1 2018Q3 202323
MRK MERCK & CO. INC23230.49%0.79%1.15%Q1 2018Q3 202323
KO COCA COLA CO23230.28%0.77%1.28%Q1 2018Q3 202323
COST COSTCO WHSL CORP NEW23230.56%0.77%1.06%Q1 2018Q3 202323
T AT&T INC23230.16%0.76%1.35%Q1 2018Q3 202323
PG PROCTER & GAMBLE CO23230.49%0.75%1.09%Q1 2018Q3 202323
HYG ISHARES TR23230.19%0.74%1.41%Q1 2018Q3 202323
CTAS CINTAS CORP23230.59%0.74%0.97%Q1 2018Q3 202323
ZTS ZOETIS INC23230.31%0.72%1.00%Q1 2018Q3 202323
AEP AMERICAN ELEC PWR INC23230.27%0.67%1.26%Q1 2018Q3 202323
CME CME GROUP INC23230.33%0.65%1.05%Q1 2018Q3 202323
PAYX PAYCHEX INC23230.21%0.64%1.16%Q1 2018Q3 202323
DIS DISNEY WALT CO23230.24%0.63%0.90%Q1 2018Q3 202323
PFE PFIZER INC23230.17%0.58%0.85%Q1 2018Q3 202323
CINF CINCINNATI FINL CORP23230.22%0.57%1.24%Q1 2018Q3 202323
ES EVERSOURCE ENERGY23230.19%0.56%0.98%Q1 2018Q3 202323
NOC NORTHROP GRUMMAN CORP23230.40%0.56%0.81%Q1 2018Q3 202323
VOE VANGUARD INDEX FDS23230.23%0.55%0.88%Q1 2018Q3 202323
D DOMINION ENERGY INC23230.28%0.55%0.82%Q1 2018Q3 202323
PM PHILIP MORRIS INTL INC23230.29%0.52%1.27%Q1 2018Q3 202323
ARCC ARES CAPITAL CORP23230.28%0.50%0.72%Q1 2018Q3 202323
MO ALTRIA GROUP INC23230.28%0.47%1.38%Q1 2018Q3 202323
DUK DUKE ENERGY CORP NEW23230.23%0.46%0.83%Q1 2018Q3 202323
IEFA ISHARES TR1930.21%0.88%1.66%Q1 2018Q3 202322
JNJ JOHNSON & JOHNSON22220.24%0.79%1.25%Q1 2018Q2 202322
ACN ACCENTURE PLC IRELAND22220.31%0.66%1.14%Q2 2018Q3 202322
SON SONOCO PRODS CO22220.28%0.46%0.64%Q2 2018Q3 202322
MGK VANGUARD WORLD FD1920.32%1.17%1.96%Q1 2018Q3 202321
MGV VANGUARD WORLD FD1920.25%1.15%2.19%Q1 2018Q3 202321
AGR AVANGRID INC2010.17%0.64%1.38%Q1 2018Q2 202321
SCHX SCHWAB STRATEGIC TR20200.45%2.68%3.26%Q4 2018Q3 202320
INTC INTEL CORP20200.25%0.81%1.39%Q1 2018Q4 202220
SPY SPDR S&P 500 ETF TR940.16%0.61%1.59%Q1 2018Q3 202320
CCI CROWN CASTLE INTL CORP...1910.31%0.60%0.90%Q1 2018Q2 202320
ROP ROPER TECHNOLOGIES INC20200.36%0.58%0.87%Q4 2018Q3 202320
VBR VANGUARD INDEX FDS1910.16%0.46%0.84%Q1 2018Q2 202320
FB META PLATFORMS INC19190.48%1.15%1.63%Q1 2018Q3 202219
CVX CHEVRON CORP NEW1180.30%0.63%1.13%Q1 2018Q3 202319
IJH ISHARES TR1180.23%0.61%1.87%Q1 2018Q4 202219
SCHM SCHWAB STRATEGIC TR19190.16%0.50%1.14%Q1 2019Q3 202319
LQD ISHARES TR1110.21%0.43%0.70%Q1 2018Q2 202319
VOT VANGUARD INDEX FDS19190.19%0.42%0.68%Q1 2018Q3 202219
SPLG SPDR SER TR18180.48%1.36%2.00%Q2 2019Q3 202318
NNN NNN REIT INC1410.23%0.77%1.28%Q1 2018Q3 202318
MAA MID-AMER APT CMNTYS INC1410.21%0.74%1.14%Q1 2018Q3 202318
CSCO CISCO SYS INC1440.39%0.58%0.98%Q4 2018Q3 202318
IEMG ISHARES INC910.18%0.41%0.67%Q1 2018Q3 202318
UL UNILEVER PLC1250.18%0.51%0.79%Q1 2018Q3 202317
KMB KIMBERLY-CLARK CORP1250.23%0.48%0.72%Q2 2018Q2 202317
BCE BCE INC17170.16%0.34%0.64%Q3 2019Q3 202317
BAC BK OF AMERICA CORP880.19%0.45%0.84%Q1 2018Q4 202216
SCHK SCHWAB STRATEGIC TR1420.21%0.32%0.66%Q3 2019Q3 202316
AMZN AMAZON COM INC15150.57%1.41%1.92%Q1 2020Q3 202315
BKLN INVESCO EXCH TRADED FD...15150.56%0.89%1.19%Q1 2020Q3 202315
TMUS T-MOBILE US INC15150.53%0.70%0.88%Q1 2020Q3 202315
ASML ASML HOLDING N V15150.51%0.67%0.85%Q1 2020Q3 202315
SCHB SCHWAB STRATEGIC TR15150.22%0.50%0.89%Q1 2020Q3 202315
LMBS FIRST TR EXCHANGE-TRAD...960.17%0.45%1.34%Q3 2019Q3 202315
TT TRANE TECHNOLOGIES PLC15150.29%0.40%0.50%Q1 2020Q3 202315
ADX ADAMS DIVERSIFIED EQUI...15150.16%0.21%0.33%Q1 2020Q3 202315
JPST J P MORGAN EXCHANGE-TR...14143.62%10.06%14.08%Q2 2020Q3 202314
HYD VANECK VECTORS ETF TR1220.19%0.65%1.47%Q1 2020Q3 202314
HTA HEALTHCARE TR AMER INC14140.17%0.61%1.02%Q1 2018Q2 202114
OMFL INVESCO EXCH TRD SLF I...14140.34%0.49%0.63%Q2 2020Q3 202314
SPGI S&P GLOBAL INC14140.28%0.48%0.65%Q2 2020Q3 202314
SBUX STARBUCKS CORP1220.15%0.36%0.56%Q1 2018Q3 202314
GIS GENERAL MLS INC14140.19%0.29%0.46%Q2 2020Q3 202314
EFAV ISHARES TR13130.14%0.82%1.34%Q1 2019Q1 202213
PLD PROLOGIS INC.1120.35%0.74%1.44%Q1 2020Q3 202313
EQIX EQUINIX INC1120.37%0.55%0.63%Q1 2020Q3 202313
XEL XCEL ENERGY INC12120.42%0.89%1.20%Q1 2018Q4 202012
AGG ISHARES TR1020.40%0.85%1.40%Q2 2020Q3 202312
HYEM VANECK VECTORS ETF TRUST820.20%0.64%0.86%Q1 2018Q3 202312
CL COLGATE PALMOLIVE CO12120.47%0.62%0.82%Q1 2018Q4 202012
HCA HCA HEALTHCARE INC12120.31%0.55%0.67%Q4 2020Q3 202312
BIP BROOKFIELD INFRAST PAR...12120.34%0.55%0.71%Q1 2018Q4 202012
NXPI NXP SEMICONDUCTORS N V12120.32%0.55%0.86%Q4 2020Q3 202312
ESS ESSEX PPTY TR INC12120.39%0.55%0.70%Q1 2018Q4 202012
HIG HARTFORD FINL SVCS GRO...12120.31%0.42%0.52%Q4 2020Q3 202312
MET METLIFE INC12120.24%0.40%0.52%Q4 2020Q3 202312
GOVT ISHARES TR820.18%0.37%0.55%Q1 2018Q3 202312
IP INTERNATIONAL PAPER CO12120.22%0.36%0.55%Q4 2020Q3 202312
PYPL PAYPAL HLDGS INC1020.23%0.36%0.46%Q2 2020Q2 202312
FITB FIFTH THIRD BANCORP12120.20%0.36%0.49%Q4 2020Q3 202312
EMR EMERSON ELEC CO12120.24%0.32%0.41%Q4 2020Q3 202312
ETR ENTERGY CORP NEW12120.16%0.24%0.30%Q4 2020Q3 202312
OKE ONEOK INC NEW740.25%0.58%0.83%Q2 2018Q3 202311
WPC WP CAREY INC810.18%0.57%0.82%Q1 2018Q3 202311
MPC MARATHON PETE CORP11110.21%0.38%0.56%Q1 2021Q3 202311
BDX BECTON DICKINSON & CO740.18%0.35%0.58%Q1 2019Q3 202311
VUG VANGUARD INDEX FDS10100.55%1.81%4.11%Q2 2021Q3 202310
SYK STRYKER CORPORATION10100.52%0.88%1.11%Q2 2018Q3 202010
ODFL OLD DOMINION FREIGHT L...10100.30%0.32%0.35%Q1 2021Q2 202310
KEY KEYCORP10100.16%0.32%0.37%Q4 2020Q1 202310
HBAN HUNTINGTON BANCSHARES INC640.14%0.28%0.36%Q1 2019Q3 202310
CFG CITIZENS FINL GROUP INC820.15%0.26%0.32%Q1 2021Q3 202310
SNPS SYNOPSYS INC820.19%0.22%0.28%Q1 2021Q3 202310
VEA VANGUARD TAX MANAGED I...540.64%1.87%3.05%Q1 2018Q3 20239
STIP ISHARES TR990.45%0.83%1.86%Q1 2021Q1 20239
IWM ISHARES TR720.18%0.67%1.31%Q1 2021Q3 20239
VBK VANGUARD INDEX FDS630.42%0.52%0.62%Q1 2018Q4 20209
WMB WILLIAMS COS INC990.26%0.49%0.66%Q3 2021Q3 20239
CODI COMPASS DIVERSIFIED HO...990.35%0.49%0.58%Q1 2018Q1 20209
EOG EOG RES INC720.30%0.45%0.55%Q1 2019Q3 20239
SHW SHERWIN WILLIAMS CO990.22%0.40%0.56%Q4 2020Q4 20229
VONG VANGUARD SCOTTSDALE FDS990.26%0.37%0.46%Q3 2021Q3 20239
VXF VANGUARD INDEX FDS310.18%0.35%0.47%Q1 2018Q4 20219
AJG GALLAGHER ARTHUR J & CO810.13%0.35%0.50%Q1 2020Q3 20239
USHY ISHARES TR720.22%0.35%0.67%Q4 2020Q3 20239
FHN FIRST HORIZON CORPORATION990.08%0.29%0.45%Q3 2021Q3 20239
COP CONOCOPHILLIPS720.19%0.25%0.35%Q2 2021Q3 20239
LPT LIBERTY PPTY TR880.99%1.12%1.28%Q1 2018Q4 20198
ARKK ARK ETF TR880.39%1.07%1.75%Q2 2020Q1 20228
RTN RAYTHEON CO880.86%1.02%1.13%Q1 2018Q4 20198
LAMR LAMAR ADVERTISING CO NEW880.82%0.98%1.11%Q1 2018Q4 20198
APH AMPHENOL CORP NEW880.65%0.91%1.09%Q1 2018Q4 20198
WELL WELLTOWER INC880.65%0.88%1.07%Q1 2018Q4 20198
EPR EPR PPTYS880.59%0.75%0.92%Q1 2018Q4 20198
DGRO ISHARES TR880.60%0.71%0.84%Q2 2020Q1 20228
HON HONEYWELL INTL INC880.53%0.68%0.80%Q1 2018Q4 20198
PNC PNC FINL SVCS GROUP INC880.62%0.67%0.73%Q1 2018Q4 20198
UNP UNION PACIFIC CORP880.43%0.66%0.79%Q1 2018Q4 20198
MGA MAGNA INTL INC880.59%0.65%0.72%Q1 2018Q4 20198
CB CHUBB LIMITED880.41%0.55%0.63%Q2 2018Q1 20208
SYY SYSCO CORP880.45%0.53%0.60%Q1 2018Q4 20198
TRU TRANSUNION880.33%0.50%0.59%Q4 2020Q3 20228
BUD ANHEUSER BUSCH INBEV S...620.18%0.49%0.67%Q4 2020Q3 20238
FTSL FIRST TR EXCHANGE-TRAD...320.18%0.29%0.42%Q2 2020Q3 20238
VMBS VANGUARD SCOTTSDALE FDS510.16%0.26%0.45%Q1 2018Q2 20238
NVDA NVIDIA CORPORATION510.21%0.25%0.31%Q4 2020Q3 20238
GOOG ALPHABET INC620.15%0.21%0.26%Q1 2021Q3 20238
VLUE ISHARES TR770.39%0.77%1.16%Q1 2021Q3 20227
BABA ALIBABA GROUP HLDG LTD770.53%0.69%0.82%Q4 2019Q2 20217
SIX SIX FLAGS ENTMT CORP NEW770.40%0.65%0.88%Q1 2018Q3 20197
IR INGERSOLL-RAND PLC770.42%0.61%0.69%Q2 2018Q4 20197
ALLY ALLY FINL INC610.05%0.51%0.70%Q4 2020Q4 20227
QCOM QUALCOMM INC770.40%0.49%0.69%Q2 2020Q4 20217
PFG PRINCIPAL FINANCIAL GR...770.19%0.44%0.57%Q1 2022Q3 20237
GPC GENUINE PARTS CO770.15%0.40%0.57%Q1 2022Q3 20237
LHX L3HARRIS TECHNOLOGIES INC770.24%0.36%0.44%Q4 2020Q2 20227
XOM EXXON MOBIL CORP410.19%0.33%0.53%Q1 2018Q3 20237
MDT MEDTRONIC PLC770.19%0.28%0.36%Q1 2022Q3 20237
XLE SELECT SECTOR SPDR TR770.20%0.25%0.37%Q4 2020Q2 20227
CRM SALESFORCE INC770.18%0.25%0.36%Q4 2020Q2 20227
JMST J P MORGAN EXCHANGE-TR...770.16%0.25%0.39%Q1 2021Q3 20227
IEI ISHARES TR520.14%0.21%0.36%Q3 2021Q3 20237
BGS B & G FOODS INC NEW660.50%0.65%0.80%Q1 2018Q2 20196
LIN LINDE PLC510.14%0.60%0.72%Q4 2018Q1 20226
BBT BB&T CORP660.52%0.59%0.64%Q2 2018Q3 20196
PGX INVESCO EXCH TRADED FD...660.36%0.56%0.89%Q1 2020Q2 20216
DVY ISHARES TR660.35%0.51%0.66%Q2 2022Q3 20236
PRU PRUDENTIAL FINL INC420.37%0.51%0.57%Q2 2018Q4 20196
AMAT APPLIED MATLS INC660.33%0.51%0.62%Q1 2021Q2 20226
XT ISHARES TR660.31%0.38%0.44%Q1 2021Q2 20226
XLV SELECT SECTOR SPDR TR660.23%0.38%0.62%Q3 2021Q4 20226
EXPE EXPEDIA GROUP INC660.26%0.37%0.42%Q1 2021Q2 20226
TFC TRUIST FINL CORP510.18%0.32%0.74%Q4 2019Q2 20236
VLO VALERO ENERGY CORP NEW420.18%0.32%0.48%Q3 2019Q3 20236
OGE OGE ENERGY CORP660.19%0.28%0.42%Q2 2022Q3 20236
IGIB ISHARES TR510.20%0.28%0.49%Q2 2018Q3 20226
AXP AMERICAN EXPRESS CO660.21%0.28%0.35%Q1 2022Q2 20236
IWS ISHARES TR660.19%0.23%0.29%Q2 2022Q3 20236
SO SOUTHERN CO510.17%0.22%0.30%Q4 2020Q3 20236
IBM INTERNATIONAL BUSINESS...420.18%0.21%0.26%Q1 2022Q3 20236
IWN ISHARES TR660.18%0.19%0.20%Q1 2021Q2 20226
USMV ISHARES TR550.83%1.41%2.01%Q3 2022Q3 20235
PHM PULTE GROUP INC550.58%0.68%0.80%Q1 2018Q1 20195
STI SUNTRUST BKS INC550.61%0.67%0.70%Q1 2018Q1 20195
TXN TEXAS INSTRS INC550.41%0.54%0.66%Q1 2018Q1 20195
AVGO BROADCOM INC320.08%0.53%0.87%Q4 2021Q3 20235
IVV ISHARES TR320.26%0.51%0.78%Q4 2021Q3 20235
BLK BLACKROCK INC310.10%0.51%0.65%Q1 2018Q4 20215
EEM ISHARES TR320.28%0.50%0.62%Q3 2018Q3 20235
EPD ENTERPRISE PRODS PARTN...320.38%0.42%0.44%Q2 2018Q3 20195
BMY BRISTOL-MYERS SQUIBB CO550.24%0.36%0.48%Q2 2020Q2 20215
PNW PINNACLE WEST CAP CORP550.24%0.29%0.30%Q2 2020Q2 20215
KEYS KEYSIGHT TECHNOLOGIES INC550.19%0.24%0.37%Q4 2020Q4 20215
CAG CONAGRA BRANDS INC550.16%0.22%0.32%Q3 2022Q3 20235
ABT ABBOTT LABS550.17%0.21%0.24%Q2 2021Q2 20225
CRL CHARLES RIV LABS INTL INC550.15%0.20%0.24%Q1 2021Q1 20225
TJX TJX COS INC NEW210.14%0.17%0.21%Q1 2022Q3 20235
DIMENSIONAL ETF TRUST441.78%2.40%2.67%Q4 2022Q3 20234
VTI VANGUARD INDEX FDS441.85%2.37%3.14%Q4 2022Q3 20234
HYD VANECK VECTORS ETF TR440.96%1.35%1.77%Q1 2018Q4 20184
SPYG SPDR SER TR440.79%0.97%1.15%Q4 2022Q3 20234
JNK SPDR SERIES TRUST310.39%0.62%0.76%Q1 2018Q1 20194
CMA COMERICA INC440.52%0.54%0.56%Q1 2018Q4 20184
ETN EATON CORP PLC440.44%0.51%0.54%Q1 2019Q4 20194
CVS CVS HEALTH CORP440.39%0.44%0.53%Q1 2020Q4 20204
SPAB SPDR SERIES TRUST440.41%0.43%0.46%Q1 2018Q4 20184
SYF SYNCHRONY FINANCIAL440.39%0.41%0.44%Q1 2021Q4 20214
SHY ISHARES TR310.20%0.29%0.36%Q1 2022Q3 20234
RTM INVESCO EXCHANGE TRADE...440.24%0.28%0.36%Q2 2021Q1 20224
UGI UGI CORP NEW440.18%0.25%0.35%Q4 2022Q3 20234
IPG INTERPUBLIC GROUP COS INC310.16%0.19%0.21%Q3 2021Q2 20234
LYB LYONDELLBASELL INDUSTR...220.16%0.18%0.21%Q2 2022Q3 20234
PANW PALO ALTO NETWORKS INC440.08%0.16%0.20%Q4 2021Q3 20224
PAA PLAINS ALL AMERN PIPEL...310.06%0.15%0.22%Q4 2020Q4 20214
CINGULATE INC440.01%0.01%0.01%Q4 2022Q3 20234
JQUA J P MORGAN EXCHANGE TR...331.10%1.61%2.04%Q1 2023Q3 20233
WRK WESTROCK CO330.82%0.90%1.01%Q1 2018Q3 20183
XSLV INVESCO EXCHANGE-TRADE...330.79%0.80%0.82%Q1 2020Q3 20203
VGR VECTOR GROUP LTD330.54%0.77%0.96%Q1 2018Q3 20183
BNDX VANGUARD CHARLOTTE FDS330.59%0.63%0.70%Q1 2018Q3 20183
BND VANGUARD BD INDEX FD INC330.55%0.63%0.71%Q1 2018Q3 20183
BA BOEING CO330.45%0.63%0.77%Q2 2019Q4 20193
SLYV SPDR SER TR330.48%0.52%0.56%Q3 2021Q1 20223
DWDP DOWDUPONT INC330.43%0.49%0.58%Q2 2018Q4 20183
AAXJ ISHARES TR210.22%0.49%0.77%Q4 2020Q1 20223
IYR ISHARES TR330.28%0.47%0.57%Q1 2022Q3 20223
PFM INVESCO EXCHANGE TRADE...330.44%0.46%0.48%Q2 2020Q4 20203
IEF ISHARES TR210.31%0.45%0.74%Q2 2019Q3 20203
SHYG ISHARES TR330.38%0.44%0.55%Q1 2023Q3 20233
CXO CONCHO RES INC330.40%0.43%0.46%Q2 2018Q4 20183
EW EDWARDS LIFESCIENCES CORP210.19%0.42%0.75%Q1 2021Q3 20233
EA ELECTRONIC ARTS INC210.25%0.41%0.51%Q2 2018Q4 20203
GLD SPDR GOLD TR210.15%0.39%0.67%Q4 2020Q1 20223
COG COTERRA ENERGY INC210.32%0.39%0.50%Q1 2019Q3 20223
DWM WISDOMTREE TR330.33%0.34%0.36%Q1 2022Q3 20223
CLX CLOROX CO DEL330.28%0.31%0.32%Q2 2020Q4 20203
ICSH ISHARES TR210.27%0.30%0.34%Q3 2022Q3 20233
IGSB ISHARES TR330.24%0.28%0.30%Q1 2022Q3 20223
RGI INVESCO EXCHANGE TRADE...330.24%0.25%0.28%Q2 2021Q4 20213
EEMA ISHARES INC330.20%0.24%0.27%Q3 2021Q1 20223
VICI VICI PPTYS INC330.20%0.23%0.29%Q1 2023Q3 20233
NHI NATIONAL HEALTH INVS INC210.21%0.22%0.22%Q3 2022Q3 20233
CIEN CIENA CORP110.08%0.22%0.40%Q4 2020Q4 20213
SRLN SSGA ACTIVE ETF TR330.17%0.21%0.30%Q1 2023Q3 20233
SRE SEMPRA330.18%0.19%0.20%Q1 2022Q3 20223
XLRE SELECT SECTOR SPDR TR330.11%0.18%0.23%Q4 2021Q2 20223
GILD GILEAD SCIENCES INC210.16%0.18%0.20%Q4 2022Q3 20233
SMMD ISHARES TR220.78%0.92%1.05%Q2 2023Q3 20232
PGX POWERSHARES ETF TR II220.74%0.79%0.84%Q1 2018Q2 20182
BKLN POWERSHARES ETF TRUST II220.69%0.78%0.87%Q1 2018Q2 20182
EFA ISHARES TR220.62%0.73%0.84%Q2 2023Q3 20232
SPEM SPDR INDEX SHS FDS220.56%0.67%0.77%Q2 2023Q3 20232
STZ CONSTELLATION BRANDS INC220.56%0.59%0.62%Q3 2019Q4 20192
SSO PROSHARES TR220.52%0.52%0.53%Q3 2019Q4 20192
HAL HALLIBURTON CO220.46%0.52%0.58%Q2 2018Q3 20182
BX BLACKSTONE GROUP INC220.47%0.50%0.54%Q1 2021Q2 20212
IJS ISHARES TR220.48%0.50%0.51%Q1 2021Q2 20212
BIL SPDR SER TR110.44%0.49%0.54%Q4 2018Q4 20192
MTUM ISHARES TR220.49%0.49%0.49%Q2 2020Q3 20202
IVW ISHARES TR220.45%0.45%0.46%Q2 2022Q3 20222
AON AON PLC220.44%0.45%0.46%Q1 2021Q2 20212
FUN CEDAR FAIR L P220.40%0.42%0.44%Q1 2018Q2 20182
AON AON PLC220.41%0.41%0.41%Q2 2020Q3 20202
ORCL ORACLE CORP220.34%0.34%0.34%Q2 2020Q3 20202
SPDW SPDR INDEX SHS FDS110.19%0.33%0.48%Q1 2018Q2 20222
MINT PIMCO ETF TR220.28%0.28%0.29%Q2 2023Q3 20232
EMB ISHARES TR220.26%0.26%0.27%Q2 2023Q3 20232
USB US BANCORP DEL220.25%0.26%0.27%Q1 2022Q2 20222
PDBC INVESCO ACTIVLY MANGD ...220.22%0.24%0.26%Q1 2021Q2 20212
URI UNITED RENTALS INC220.09%0.22%0.35%Q4 2021Q1 20222
BXMT BLACKSTONE MTG TR INC110.18%0.18%0.19%Q3 2022Q2 20232
TLT ISHARES TR220.17%0.18%0.19%Q3 2021Q4 20212
CAT CATERPILLAR INC110.16%0.18%0.19%Q1 2022Q4 20222
PWR QUANTA SVCS INC220.16%0.17%0.17%Q2 2023Q3 20232
FLOT ISHARES TR220.10%0.16%0.22%Q3 2021Q4 20212
STWD STARWOOD PPTY TR INC220.15%0.16%0.17%Q2 2023Q3 20232
NWL NEWELL BRANDS INC220.10%0.16%0.21%Q3 2021Q4 20212
XLI SELECT SECTOR SPDR TR220.08%0.12%0.16%Q4 2021Q1 20222
LTC LTC PPTYS INC110.58%0.58%0.58%Q1 2018Q1 20181
TWX TIME WARNER INC110.50%0.50%0.50%Q1 2018Q1 20181
SPIB SPDR SER TR110.46%0.46%0.46%Q3 2023Q3 20231
MMM 3M CO110.45%0.45%0.45%Q3 2018Q3 20181
ECL ECOLAB INC110.45%0.45%0.45%Q1 2018Q1 20181
SPTI SPDR SERIES TRUST110.43%0.43%0.43%Q2 2019Q2 20191
SHV ISHARES TR110.43%0.43%0.43%Q4 2018Q4 20181
ESGE ISHARES INC110.37%0.37%0.37%Q1 2022Q1 20221
CNP CENTERPOINT ENERGY INC110.36%0.36%0.36%Q1 2019Q1 20191
KBWB INVESCO EXCH TRADED FD...110.31%0.31%0.31%Q1 2022Q1 20221
AMGN AMGEN INC110.28%0.28%0.28%Q3 2023Q3 20231
MUB ISHARES TR110.27%0.27%0.27%Q4 2020Q4 20201
DLR DIGITAL RLTY TR INC110.27%0.27%0.27%Q4 2020Q4 20201
VNQ VANGUARD INDEX FDS110.25%0.25%0.25%Q4 2021Q4 20211
KENVUE INC110.24%0.24%0.24%Q3 2023Q3 20231
SMMV ISHARES TR110.22%0.22%0.22%Q4 2020Q4 20201
BAR GRANITESHARES GOLD TR110.22%0.22%0.22%Q2 2021Q2 20211
FSK FS KKR CAP CORP110.21%0.21%0.21%Q3 2023Q3 20231
PHILLIPS EDISON & CO INC110.19%0.19%0.19%Q4 2022Q4 20221
KBE SPDR SER TR110.16%0.16%0.16%Q1 2022Q1 20221
PH PARKER-HANNIFIN CORP110.14%0.14%0.14%Q3 2023Q3 20231
NEM NEWMONT CORP110.14%0.14%0.14%Q1 2022Q1 20221
SUB ISHARES TR110.14%0.14%0.14%Q3 2023Q3 20231
KLAC KLA CORP110.13%0.13%0.13%Q3 2023Q3 20231
UPS UNITED PARCEL SERVICE INC110.08%0.08%0.08%Q4 2021Q4 20211
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The securities at the top of the list , including VANGUARD INDEX FDS, BERKSHIRE HATHAWAY INC DEL, and MICROSOFT CORP, are the highest-conviction holdings of Pinion Investment Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Pinion Investment Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Pinion Investment Advisors, LLC owns currently or has owned in the past.