Back to Pinion Investment Advisors, LLC

Pinion Investment Advisors, LLC

All holdings · as of Dec 31, 2025

173 positions

CompanyClassValueShares% of portfolio
CITIZENS FINANCIAL GROUP INC/RI$372.1K6,3710.1%
ISHARES TR$379.6K2,6910.1%
Intuitive Surgical Inc$389.7K6880.1%
CAPITAL ONE FINANCIAL CORP$398.0K1,6420.1%
EXXON MOBIL CORP$398.4K3,3100.1%
ISHARES TR$405.8K4,2150.1%
OGE Energy Corp$411.5K9,6360.1%
Salesforce Inc$415.6K1,5690.1%
STARWOOD PROPERTY TRUST, INC.$417.5K23,1790.1%
Parker-Hannifin Corp$434.2K4940.1%
UNITEDHEALTH GROUP INC$449.9K1,3630.1%
TJX Cos Inc/The$457.8K2,9800.1%
GENERAL ELECTRIC CO$483.3K1,5690.1%
ISHARES TR$489.9K1,9900.1%
JOHNSON & JOHNSON$490.3K2,3690.1%
SCHWAB STRATEGIC TR$498.1K18,1570.1%
PIMCO ETF TR$503.1K5,0140.1%
PUTNAM ETF TRUST$526.6K17,2080.1%
SCHWAB STRATEGIC TR$541.4K16,5070.1%
ORACLE CORP$552.4K2,8340.1%
VICI PROPERTIES INC.$570.2K20,2790.1%
VANGUARD WORLD FD$573.8K4,0650.1%
J P MORGAN EXCHANGE TRADED F$575.2K11,3700.1%
VANGUARD INDEX FDS$575.2K3,2430.1%
ADVANCED MICRO DEVICES INC$606.9K2,8340.1%
HOME DEPOT, INC.$607.2K1,7650.1%
INTERNATIONAL PAPER CO /NEW$607.9K15,4340.1%
Trane Technologies plc$627.4K1,6120.2%
Digital Realty Trust Inc$628.7K4,0640.2%
UNILEVER PLC$637.2K9,7430.2%
ISHARES TR$660.4K4,6790.2%
VANGUARD INDEX FDS$683.3K2,4480.2%
SCHWAB STRATEGIC TR$694.4K21,2870.2%
Alphabet Inc.$702.9K2,2400.2%
Valero Energy Corp$711.9K4,3730.2%
ARES CAPITAL CORPARCCCommon Stock$715.9K35,3860.2%
ISHARES TR$729.4K1,5410.2%
ALPS ETF TR$741.9K15,7780.2%
ISHARES TR$742.1K14,8400.2%
DTE ENERGY CO$751.3K5,8250.2%
DHT HOLDINGS INC$773.9K63,3790.2%
Baker Hughes Co$778.1K17,0870.2%
T-Mobile US, Inc.TMUSCommon Stock$790.4K3,8930.2%
Coinbase Global, Inc.$799.0K3,5330.2%
DIMENSIONAL ETF TRUST$813.0K10,9350.2%
ISHARES TR$816.6K10,1280.2%
VANGUARD WORLD FD$818.3K6,1300.2%
ELI LILLY & Co$823.2K7660.2%
SOUTHERN CO$834.1K9,5650.2%
PROCTER & GAMBLE Co$880.7K6,1450.2%
← PrevPage 2 of 4Next →