PI

Pinion Investment Advisors, LLC

13F
Pinion Investment Advisors, LLC
Last update 2025-04-17 150 Stocks (10 new)
Value $454.00 Mil Turnover 48 %
Countries:
Top Holdings: VOO(28.20%)VUG(6.91%)IVV(4.37%)BOXX(3.68%)SPIB(3.16%)
Summary Stock Picks Current Portfolio
Pinion Investment Advisors, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
249,022
127,975.3
+102.38%
28.200
+14.27%
0.020
+1.97%
+1.52%
611,010.4
 
VUG 		Vanguard Growth ETF
84,522
31,342.8
+98.11%
6.910
+3.42%
0.020
+4.75%
+1.89%
152,020.0
 
IVV 		iShares Core S&P 500 ETF
35,302
19,836.2
+135.36%
4.370
+2.51%
0.000
+2.01%
+1.55%
585,405.8
 
BOXX 		Alpha Architect 1-3 Month Box ETF
149,576
16,676.3
+391.43%
3.680
+2.93%
0.290
+1.05%
+1.88%
6,447.8
 
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF
431,626
14,347.3
+118.10%
3.160
+1.71%
0.150
+1.22%
+3.11%
9,142.8
 
VCRB 		Vanguard Core Bond ETF
178,106
13,790.7
+81.62%
3.040
+1.37%
0.650
+0.69%
+3.20%
2,753.8
 
BRK.B 		Berkshire Hathaway Inc
22,310
11,881.9
+82.06%
2.620
+1.18%
0.000
-1.96%
+7.82%
1,055,089.4
Insurance
IEFA 		iShares Core MSCI EAFE ETF
149,780
11,330.9
+223.28%
2.500
+1.73%
0.010
+6.49%
+18.34%
140,587.6
 
VB 		Vanguard Small Cap ETF
36,174
8,021.7
+81.61%
1.770
+0.80%
0.010
-0.03%
-3.71%
57,936.7
 
MSFT 		Microsoft Corp
20,692
7,767.2
+101.46%
1.710
+0.86%
0.000
+16.84%
+11.38%
3,476,052.1
Software

Pinion Investment Advisors, LLC's Historical Top Holdings Breakdowns

Pinion Investment Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+14.27%
●
507.05 ($540.58) 563.67
$545.09
0.83%
Add 102.38%
249,022
125,975
VUG 		Vanguard Growth ETF2025-03-31Add
+3.42%
●
369.1 ($404.54) 427.61
$417.67
3.25%
Add 98.11%
84,522
41,857
BOXX 		Alpha Architect 1-3 Month Box ETF2025-03-31Add
+2.93%
●
110.33 ($110.94) 111.49
$112.35
1.27%
Add 391.43%
149,576
119,139
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+2.51%
●
554.06 ($590.51) 615.85
$595.98
0.93%
Add 135.36%
35,302
20,303
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Add
+1.73%
●
69.57 ($74.78) 78.65
$83.17
11.22%
Add 223.28%
149,780
103,449
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF2025-03-31Add
+1.71%
●
32.5 ($32.96) 33.3
$33.15
0.58%
Add 118.1%
431,626
233,722
VCRB 		Vanguard Core Bond ETF2025-03-31Add
+1.37%
●
74.92 ($76.52) 77.71
$76.52
0%
Add 81.62%
178,106
80,040
BRK.B 		Berkshire Hathaway Inc2025-03-31Add
+1.18%
●
442.66 ($486.15) 534.52
$488.74
0.53%
Add 82.06%
22,310
10,056
TSLA 		Tesla Inc2025-03-31Add
+0.95%
●
222.15 ($333.26) 428.22
$284.70
-14.57%
Add 141.13%
28,432
16,641
MSFT 		Microsoft Corp2025-03-31Add
+0.86%
●
375.39 ($407.71) 447.2
$467.68
14.71%
Add 101.46%
20,692
10,421

Pinion Investment Advisors, LLC Total Holding History ($B)

To

Pinion Investment Advisors, LLC's Asset Allocation

To

Pinion Investment Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Pinion Investment Advisors, LLC's Hypothetical Growth since 2025-03-31

Pinion Investment Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Pinion Investment Advisors, LLC's Holdings Heat Map

Size field:

Pinion Investment Advisors, LLC's Holdings Bubble Chart

Pinion Investment Advisors, LLC News

  • 1

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