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CIK: 0001738738
Total reported value
$526.8M
$526.8M
150 檔
39.9%
At the close of Q1 2025, Pinion Investment Advisors, LLC disclosed equity holdings valued at approximately $526.8M, spread across 150 reported holdings.
In Q1 2025, Pinion Investment Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 28.20% | -1.02% | +102.38% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 6.91% | -0.63% | +98.11% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.37% | +1.66% | +135.36% | |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.68% | +1.88% | +391.43% | |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.16% | -0.42% | +118.10% | |
| 6 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.04% | -0.33% | +81.62% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.62% | -0.10% | +82.06% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.50% | -0.04% | +223.28% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.77% | — | +81.61% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.09% | +101.46% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.62% | -0.05% | +141.13% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.50% | +0.04% | +98.86% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | -0.07% | +95.83% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.30% | -0.05% | +86.39% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | +0.14% | +150.29% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | — | +97.03% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.11% | +100.60% | |
| 18 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 1.13% | +0.41% | +102.74% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | +0.06% | +97.34% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.01% | +0.05% | NEW | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.94% | -0.66% | +198.65% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.15% | +94.14% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.88% | -0.15% | +44.57% | |
| 24 | WMB | Williams Cos Inc | Stock-Energy | 0.82% | -0.07% | +107.25% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.03% | +92.68% | |
| 26 | EVTR | Eaton Vance Total Return | ETF-Other | 0.77% | -0.14% | — | |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.77% | -0.14% | +161.57% | |
| 28 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.74% | — | +7.43% | |
| 29 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.73% | -0.07% | +506.17% | |
| 30 | T | At&t Inc | Stock-Comm Services | 0.65% | -0.13% | +102.40% | |
| 31 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.61% | +0.22% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.04% | +2.33% | |
| 33 | OKE | Oneok Inc | Stock-Energy | 0.52% | -0.04% | +116.61% | |
| 34 | MO | Altria Group Inc | Stock-Consumer Staples | 0.51% | -0.02% | +116.49% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.02% | -2.56% | |
| 36 | IP | International Paper Co | Stock-Consumer Disc | 0.48% | -0.01% | +112.05% | |
| 37 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.47% | -0.04% | +107.99% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.09% | +109.48% | |
| 39 | PFG | Principal Financial Group | Stock-Financials | 0.43% | -0.01% | +128.59% | |
| 40 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.42% | +0.06% | +100.00% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | -0.04% | +66.66% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | -0.04% | +88.85% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | -0.01% | -0.12% | |
| 44 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.38% | — | +125.02% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.09% | +6.38% | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.36% | -0.03% | +96.71% | |
| 47 | AMLP | Alerian Mlp ETF | ETF-Other | 0.35% | -0.03% | +135.52% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.35% | -0.02% | +92.69% | |
| 49 | ARCC | Ares Capital CORP | Stock-Financials | 0.34% | -0.02% | +125.75% | |
| 50 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.32% | -0.02% | +113.02% |
According to official SEC Form 13F filings, Pinion Investment Advisors, LLC reported a total U.S. public equity portfolio value of $526.8M across 150 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VUG, IVV) accounted for 39.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $128.0M
During Q1 2025, Pinion Investment Advisors, LLC's top holdings by market value included VOO (28.2%)、VUG (6.9%)、IVV (4.4%). The largest single position, VOO, represented 28.2% of total portfolio value.
In Q1 2025, Pinion Investment Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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