Pinion Investment Advisors, LLC Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$290.1B

Holdings

163

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (163 positions)

StockValue
SCHDSCHWAB STRATEGIC TR
$481K
ADBEADOBE INC
$477K
PLTRPALANTIR TECHNOLOGIES INC
$473K
XOMEXXON MOBIL CORP
$470K
NOCNORTHROP GRUMMAN CORP
$468K
ROPROPER TECHNOLOGIES INC
$464K
MINTPIMCO ETF TR
$459K
EOGEOG RES INC
$457K
IWMISHARES TR
$442K
STIPISHARES TR
$426K
CRMSALESFORCE INC
$426K
AMDADVANCED MICRO DEVICES INC
$392K
AWCAMERICAN WTR WKS CO INC NEW
$388K
TJXTJX COS INC NEW
$375K
IWSISHARES TR
$357K
ZTSZOETIS INC
$356K
COFCAPITAL ONE FINL CORP
$351K
IEMGISHARES INC
$347K
BACBANK AMERICA CORP
$337K
SNPSSYNOPSYS INC
$333K
MPCMARATHON PETE CORP
$332K
SHYISHARES TR
$331K
LINLINDE PLC
$323K
IAGGISHARES TR
$320K
CINFCINCINNATI FINL CORP
$317K
SCHBSCHWAB STRATEGIC TR
$312K
NXPINXP SEMICONDUCTORS N V
$307K
SPYVSPDR SERIES TRUST
$307K
GOOGALPHABET INC
$306K
IVWISHARES TR
$305K
FITBFIFTH THIRD BANCORP
$302K
EMBISHARES TR
$301K
VRTXVERTEX PHARMACEUTICALS INC
$299K
AEPAMERICAN ELEC PWR CO INC
$296K
CFGCITIZENS FINL GROUP INC
$295K
IBMINTERNATIONAL BUSINESS MACHS
$292K
METMETLIFE INC
$292K
ETRENTERGY CORP NEW
$291K
BACVERIZON COMMUNICATIONS INC
$289K
ADXADAMS DIVERSIFIED EQUITY FD
$276K
LLYELI LILLY & CO
$276K
VXUSVANGUARD STAR FDS
$273K
PAYXPAYCHEX INC
$265K
KOCOCA COLA CO
$263K
KLACKLA CORP
$253K
PEGPUBLIC SVC ENTERPRISE GRP IN
$243K
FTSLFIRST TR EXCHANGE-TRADED FD
$234K
CWISPDR INDEX SHS FDS
$228K
BKLNINVESCO EXCH TRADED FD TR II
$227K
SRLNSSGA ACTIVE ETF TR
$227K
IGIBISHARES TR
$222K
DUKDUKE ENERGY CORP NEW
$221K
VBRVANGUARD INDEX FDS
$219K
NFLXNETFLIX INC
$218K
GQ9SPDR GOLD TR
$214K
VXFVANGUARD INDEX FDS
$214K
PANWPALO ALTO NETWORKS INC
$210K
VBVANGUARD INDEX FDS
$205K
MRSHMARSH & MCLENNAN COS INC
$203K
SPYSPDR S&P 500 ETF TR
$202K
SCHVSCHWAB STRATEGIC TR
$202K
USIGISHARES TR
$201K
ASMAVINO SILVER & GOLD MINES LT
$41K
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