$297 Billion is the total value of Pinion Investment Advisors, LLC's 310 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 9.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $38,376,000 | +121.2% | 758,594 | +121.8% | 14.08% | +0.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $8,187,000 | +114.7% | 75,076 | +104.8% | 3.00% | -2.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $7,834,000 | +108.7% | 27,401 | +99.2% | 2.87% | -4.9% |
| VOO | Buy | VANGUARD INDEX FDS | $7,374,000 | +110.7% | 17,747 | +100.0% | 2.71% | -4.0% |
| MSFT | Buy | MICROSOFT CORP | $6,937,000 | +128.2% | 22,370 | +107.4% | 2.54% | +4.0% |
| AAPL | Buy | APPLE INC | $6,054,000 | +126.5% | 37,928 | +100.8% | 2.22% | +3.2% |
| AMZN | Buy | AMAZON COM INC | $4,593,000 | +116.8% | 1,387 | +115.0% | 1.68% | -1.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,391,000 | +116.6% | 1,574 | +107.7% | 1.61% | -1.3% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $3,745,000 | +109.5% | 70,483 | +98.9% | 1.37% | -4.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $3,430,000 | +117.0% | 5,538 | +100.1% | 1.26% | -1.1% |
| FB | Buy | META PLATFORMS INCcl a | $3,403,000 | +103.7% | 10,073 | +104.6% | 1.25% | -7.2% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $3,277,000 | +102.9% | 14,853 | +101.2% | 1.20% | -7.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,249,000 | +126.3% | 7,286 | +98.3% | 1.19% | +3.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,148,000 | +98.6% | 19,549 | +102.0% | 1.16% | -9.5% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $3,048,000 | +102.1% | 5,334 | +103.7% | 1.12% | -7.9% |
| HD | Buy | HOME DEPOT INC | $2,979,000 | +126.4% | 8,016 | +100.0% | 1.09% | +3.1% |
| V | Buy | VISA INC | $2,875,000 | +101.0% | 13,088 | +103.9% | 1.06% | -8.4% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $2,748,000 | +100.0% | 124,314 | +100.0% | 1.01% | -8.9% |
| DHR | Buy | DANAHER CORPORATION | $2,736,000 | +110.3% | 8,634 | +102.1% | 1.00% | -4.2% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,570,000 | +250.1% | 8,251 | +226.3% | 0.94% | +59.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $2,560,000 | +104.3% | 7,243 | +100.9% | 0.94% | -6.9% |
| ARKK | Buy | ARK ETF TRinnovation etf | $2,547,000 | +144.9% | 25,350 | +169.3% | 0.94% | +11.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,523,000 | +131.3% | 11,325 | +127.1% | 0.93% | +5.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,520,000 | +129.3% | 6,863 | +99.9% | 0.92% | +4.5% |
| AGG | Buy | ISHARES TRcore us aggbd et | $2,362,000 | +130.9% | 20,652 | +131.8% | 0.87% | +5.2% |
| ZTS | Buy | ZOETIS INCcl a | $2,334,000 | +130.6% | 10,631 | +104.0% | 0.86% | +5.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,279,000 | +128.8% | 4,476 | +102.0% | 0.84% | +4.2% |
| VLUE | Buy | ISHARES TRmsci usa value | $2,244,000 | +155.6% | 21,199 | +143.2% | 0.82% | +16.4% |
| MCD | Buy | MCDONALDS CORP | $2,185,000 | +119.2% | 8,570 | +107.2% | 0.80% | -0.1% |
| ASML | Buy | ASML HOLDING N V | $2,176,000 | +105.9% | 2,824 | +99.0% | 0.80% | -6.2% |
| PLD | Buy | PROLOGIS INC. | $2,154,000 | +138.3% | 14,632 | +102.9% | 0.79% | +8.5% |
| PEP | Buy | PEPSICO INC | $2,145,000 | +124.6% | 13,197 | +107.9% | 0.79% | +2.3% |
| NEE | Buy | NEXTERA ENERGY INC | $2,098,000 | +123.7% | 24,365 | +104.0% | 0.77% | +2.0% |
| WMT | Buy | WALMART INC | $2,020,000 | +110.0% | 14,214 | +106.0% | 0.74% | -4.4% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $2,001,000 | +114.5% | 9,451 | +98.5% | 0.73% | -2.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,970,000 | +101.4% | 37,191 | +112.7% | 0.72% | -8.2% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $1,962,000 | +111.7% | 10,964 | +99.9% | 0.72% | -3.6% |
| DGRO | Buy | ISHARES TRcore div grwth | $1,951,000 | +151.4% | 36,600 | +136.9% | 0.72% | +14.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,885,000 | +176.0% | 25,304 | +175.2% | 0.69% | +25.8% |
| CTAS | Buy | CINTAS CORP | $1,819,000 | +118.4% | 4,414 | +101.6% | 0.67% | -0.6% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $1,779,000 | +106.1% | 7,190 | +95.5% | 0.65% | -6.0% |
| TMUS | Buy | T-MOBILE US INC | $1,768,000 | +92.0% | 14,513 | +101.3% | 0.65% | -12.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,758,000 | +91.3% | 33,163 | +95.0% | 0.64% | -12.8% |
| SPGI | Buy | S&P GLOBAL INC | $1,757,000 | +117.2% | 3,912 | +105.6% | 0.64% | -0.9% |
| HCA | Buy | HCA HEALTHCARE INC | $1,705,000 | +105.7% | 6,823 | +99.9% | 0.63% | -6.3% |
| ALLY | Buy | ALLY FINL INC | $1,702,000 | +95.2% | 34,526 | +102.0% | 0.62% | -11.1% |
| DIS | Buy | DISNEY WALT CO | $1,700,000 | +88.9% | 10,489 | +97.1% | 0.62% | -13.9% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,695,000 | +110.3% | 11,684 | +102.4% | 0.62% | -4.2% |
| AMAT | Buy | APPLIED MATLS INC | $1,681,000 | +140.1% | 11,670 | +114.7% | 0.62% | +9.4% |
| EQIX | Buy | EQUINIX INC | $1,580,000 | +106.5% | 1,931 | +99.5% | 0.58% | -5.8% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $1,539,000 | +108.5% | 20,228 | +106.6% | 0.56% | -4.9% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $1,537,000 | +156.6% | 18,380 | +151.6% | 0.56% | +17.0% |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,522,000 | +125.8% | 4,816 | +100.0% | 0.56% | +2.8% |
| TRU | Buy | TRANSUNION | $1,500,000 | +106.0% | 12,991 | +100.4% | 0.55% | -6.1% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $1,429,000 | +137.0% | 13,513 | +136.8% | 0.52% | +7.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,420,000 | +87.6% | 4,058 | +85.0% | 0.52% | -14.6% |
| PAYX | Buy | PAYCHEX INC | $1,411,000 | +120.8% | 11,335 | +99.5% | 0.52% | +0.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,402,000 | +121.1% | 9,228 | +103.6% | 0.51% | +0.6% |
| CME | Buy | CME GROUP INC | $1,385,000 | +118.5% | 6,565 | +100.3% | 0.51% | -0.6% |
| KO | Buy | COCA COLA CO | $1,381,000 | +117.1% | 24,719 | +103.8% | 0.51% | -1.0% |
| MRK | Buy | MERCK & CO INC | $1,371,000 | +89.4% | 18,081 | +87.6% | 0.50% | -13.7% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $1,356,000 | +110.2% | 2,892 | +100.0% | 0.50% | -4.0% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $1,332,000 | +110.1% | 13,016 | +101.0% | 0.49% | -4.3% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $1,312,000 | +100.0% | 21,008 | +100.0% | 0.48% | -8.9% |
| CSCO | Buy | CISCO SYS INC | $1,297,000 | +131.2% | 21,932 | +112.6% | 0.48% | +5.3% |
| AAXJ | New | ISHARES TRmsci ac asia etf | $1,276,000 | – | 15,426 | +100.0% | 0.47% | – |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $1,268,000 | +131.4% | 16,939 | +117.9% | 0.46% | +5.4% |
| OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $1,233,000 | +111.9% | 25,423 | +102.1% | 0.45% | -3.6% |
| FITB | Buy | FIFTH THIRD BANCORP | $1,221,000 | +101.2% | 28,400 | +98.6% | 0.45% | -8.4% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $1,217,000 | +118.1% | 6,494 | +100.9% | 0.45% | -0.4% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $1,216,000 | +99.3% | 13,939 | +100.0% | 0.45% | -9.2% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $1,210,000 | +103.4% | 17,378 | +105.3% | 0.44% | -7.3% |
| QCOM | Buy | QUALCOMM INC | $1,157,000 | +134.7% | 7,458 | +95.0% | 0.42% | +7.1% |
| PFE | Buy | PFIZER INC | $1,134,000 | +136.7% | 22,237 | +99.5% | 0.42% | +7.8% |
| MET | Buy | METLIFE INC | $1,120,000 | +93.4% | 18,030 | +92.3% | 0.41% | -11.8% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,111,000 | +107.3% | 2,974 | +99.7% | 0.41% | -5.6% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,107,000 | +33.7% | 18,080 | +34.8% | 0.41% | -39.1% |
| SBUX | Buy | STARBUCKS CORP | $1,071,000 | +100.2% | 9,431 | +94.6% | 0.39% | -8.8% |
| XT | Buy | ISHARES TRexponential tech | $1,069,000 | +110.4% | 16,578 | +104.9% | 0.39% | -4.2% |
| EXPE | Buy | EXPEDIA GROUP INC | $1,065,000 | +112.2% | 6,179 | +101.8% | 0.39% | -3.2% |
| SYF | Buy | SYNCHRONY FINANCIAL | $1,055,000 | +90.8% | 22,131 | +95.6% | 0.39% | -13.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $994,000 | +111.0% | 11,688 | +101.3% | 0.36% | -3.7% |
| CINF | Buy | CINCINNATI FINL CORP | $984,000 | +98.4% | 8,625 | +98.7% | 0.36% | -9.5% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $966,000 | +123.6% | 3,000 | +98.7% | 0.35% | +1.7% |
| MAA | New | MID-AMER APT CMNTYS INC | $966,000 | – | 4,210 | +100.0% | 0.35% | – |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $962,000 | +109.1% | 5,056 | +90.6% | 0.35% | -4.6% |
| KEY | Buy | KEYCORP | $955,000 | +108.1% | 42,674 | +101.2% | 0.35% | -5.4% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $953,000 | +99.8% | 7,179 | +100.2% | 0.35% | -8.9% |
| ES | Buy | EVERSOURCE ENERGY | $947,000 | +110.4% | 10,974 | +99.3% | 0.35% | -4.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $944,000 | +85.1% | 4,261 | +117.4% | 0.35% | -15.8% |
| EMR | Buy | EMERSON ELEC CO | $930,000 | +98.3% | 9,939 | +99.4% | 0.34% | -9.8% |
| COP | Buy | CONOCOPHILLIPS | $912,000 | +110.6% | 13,033 | +103.8% | 0.34% | -4.0% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $909,000 | +115.9% | 5,705 | +101.6% | 0.33% | -1.5% |
| USHY | Buy | ISHARES TRbroad usd high | $891,000 | +168.4% | 21,564 | +169.9% | 0.33% | +22.5% |
| MPC | Buy | MARATHON PETE CORP | $851,000 | +102.6% | 13,531 | +99.3% | 0.31% | -7.7% |
| PM | Buy | PHILIP MORRIS INTL INC | $848,000 | +98.6% | 8,929 | +98.3% | 0.31% | -9.6% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $831,000 | +140.2% | 7,624 | +128.7% | 0.30% | +9.3% |
| ARCC | Buy | ARES CAPITAL CORP | $825,000 | +96.4% | 39,787 | +92.5% | 0.30% | -10.4% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $822,000 | +50.0% | 3,775 | +51.7% | 0.30% | -31.5% |
| AGR | Buy | AVANGRID INC | $819,000 | +96.9% | 16,650 | +94.3% | 0.30% | -10.1% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $821,000 | +82.9% | 6,346 | +83.8% | 0.30% | -16.9% |
| BCE | Buy | BCE INC | $817,000 | +102.7% | 15,997 | +98.8% | 0.30% | -7.7% |
| CVX | Buy | CHEVRON CORP NEW | $805,000 | +108.0% | 7,375 | +93.5% | 0.30% | -5.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $779,000 | +100.3% | 7,710 | +93.2% | 0.29% | -8.6% |
| SON | Buy | SONOCO PRODS CO | $777,000 | +98.2% | 13,230 | +100.9% | 0.28% | -9.8% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $766,000 | +105.9% | 9,756 | +101.1% | 0.28% | -6.3% |
| RTM | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $759,000 | +153.8% | 4,425 | +136.5% | 0.28% | +15.4% |
| MO | Buy | ALTRIA GROUP INC | $757,000 | +108.0% | 16,284 | +103.6% | 0.28% | -5.1% |
| CFG | Buy | CITIZENS FINL GROUP INC | $759,000 | +100.3% | 16,115 | +99.7% | 0.28% | -8.9% |
| D | Buy | DOMINION ENERGY INC | $759,000 | +105.1% | 10,013 | +97.7% | 0.28% | -6.7% |
| BAC | Buy | BK OF AMERICA CORP | $756,000 | +123.0% | 17,348 | +117.5% | 0.28% | +1.5% |
| RGI | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $756,000 | +152.0% | 3,950 | +140.6% | 0.28% | +14.5% |
| FHN | Buy | FIRST HORIZON CORPORATION | $749,000 | +99.2% | 45,886 | +98.9% | 0.28% | -9.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $742,000 | +161.3% | 5,483 | +145.5% | 0.27% | +18.8% |
| INTC | Buy | INTEL CORP | $739,000 | +100.3% | 14,108 | +103.5% | 0.27% | -8.8% |
| IGIB | Buy | ISHARES TR | $708,000 | +100.0% | 11,858 | +101.3% | 0.26% | -8.8% |
| WMB | Buy | WILLIAMS COS INC | $706,000 | +112.0% | 27,133 | +111.6% | 0.26% | -3.4% |
| IVV | New | ISHARES TRcore s&p500 etf | $707,000 | – | 1,483 | +100.0% | 0.26% | – |
| NVDA | Buy | NVIDIA CORPORATION | $703,000 | +163.3% | 2,773 | +114.8% | 0.26% | +20.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $698,000 | +130.4% | 4,183 | +123.0% | 0.26% | +4.9% |
| IP | Buy | INTERNATIONAL PAPER CO | $694,000 | +85.6% | 13,500 | +102.1% | 0.26% | -15.3% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $692,000 | +166.2% | 13,794 | +168.0% | 0.25% | +21.5% |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $691,000 | – | 5,954 | +100.0% | 0.25% | – |
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $690,000 | +109.7% | 15,463 | +100.3% | 0.25% | -4.5% |
| GIS | Buy | GENERAL MLS INC | $665,000 | +114.5% | 10,458 | +101.8% | 0.24% | -2.4% |
| EEMA | Buy | ISHARES INCmsci em asia etf | $660,000 | +97.0% | 7,930 | +100.0% | 0.24% | -10.4% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $645,000 | +106.1% | 2,629 | +98.6% | 0.24% | -6.0% |
| NNN | New | NATIONAL RETAIL PROPERTIES I | $638,000 | – | 13,264 | +100.0% | 0.23% | – |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $636,000 | +106.5% | 3,653 | +100.8% | 0.23% | -6.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $634,000 | +107.9% | 2,322 | +100.0% | 0.23% | -5.3% |
| ETR | Buy | ENTERGY CORP NEW | $632,000 | +115.0% | 5,968 | +101.3% | 0.23% | -2.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $621,000 | +92.3% | 224 | +85.1% | 0.23% | -12.3% |
| CRM | Buy | SALESFORCE COM INC | $616,000 | +113.1% | 2,353 | +120.9% | 0.23% | -3.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $605,000 | +130.9% | 11,212 | +122.5% | 0.22% | +5.2% |
| ABT | Buy | ABBOTT LABS | $605,000 | +167.7% | 4,607 | +141.0% | 0.22% | +22.0% |
| SNPS | Buy | SYNOPSYS INC | $601,000 | +124.3% | 1,798 | +100.9% | 0.22% | +2.3% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $588,000 | +99.3% | 11,072 | +100.3% | 0.22% | -9.2% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $583,000 | +93.0% | 1,476 | +101.9% | 0.21% | -11.9% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $568,000 | +141.7% | 3,039 | +112.8% | 0.21% | +10.1% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $539,000 | +103.4% | 14,558 | +101.1% | 0.20% | -7.0% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $538,000 | +111.8% | 3,294 | +108.1% | 0.20% | -3.9% |
| ADX | Buy | ADAMS DIVERSIFIED EQUITY FD | $518,000 | +112.3% | 26,441 | +114.8% | 0.19% | -3.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $504,000 | +104.0% | 1,116 | +94.1% | 0.18% | -7.0% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $498,000 | +104.1% | 2,726 | +103.7% | 0.18% | -6.6% |
| T | AT&T INC | $478,000 | 0.0% | 17,703 | 0.0% | 0.18% | -54.5% | |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $461,000 | +95.3% | 3,155 | +93.1% | 0.17% | -11.1% |
| JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $432,000 | +100.0% | 8,466 | +100.0% | 0.16% | -8.6% |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $300,000 | – | 5,784 | +100.0% | 0.11% | – |
| FLOT | ISHARES TRfltg rate nt etf | $279,000 | 0.0% | 5,496 | 0.0% | 0.10% | -54.7% | |
| BLK | New | BLACKROCK INC | $279,000 | – | 305 | +100.0% | 0.10% | – |
| NWL | NEWELL BRANDS INC | $266,000 | 0.0% | 12,027 | 0.0% | 0.10% | -54.2% | |
| URI | New | UNITED RENTALS INC | $250,000 | – | 752 | +100.0% | 0.09% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $219,000 | – | 1,024 | +100.0% | 0.08% | – |
| PANW | New | PALO ALTO NETWORKS INC | $214,000 | – | 385 | +100.0% | 0.08% | – |
| CIEN | New | CIENA CORP | $213,000 | – | 2,762 | +100.0% | 0.08% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $208,000 | – | 1,968 | +100.0% | 0.08% | – |
| AVGO | New | BROADCOM INC | $206,000 | – | 309 | +100.0% | 0.08% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $165,000 | – | 17,663 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
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.