| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 26 | Q2 2024 | 29.3% |
| BERKSHIRE HATHAWAY INC DEL | 26 | Q2 2024 | 4.8% |
| MICROSOFT CORP | 26 | Q2 2024 | 2.7% |
| APPLE INC | 26 | Q2 2024 | 2.5% |
| VANGUARD INDEX FDS | 26 | Q2 2024 | 3.5% |
| ALPHABET INC | 26 | Q2 2024 | 1.7% |
| UNITEDHEALTH GROUP INC | 26 | Q2 2024 | 1.7% |
| THERMO FISHER SCIENTIFIC INC | 26 | Q2 2024 | 1.6% |
| JPMORGAN CHASE & CO. | 26 | Q2 2024 | 1.6% |
| VISA INC | 26 | Q2 2024 | 1.5% |
View Pinion Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| N-PX | 2024-08-08 |
| 13F-HR | 2024-05-09 |
| 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 |
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.