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Pinion Investment Advisors, LLC

All holdings · as of Dec 31, 2025

173 positions

CompanyClassValueShares% of portfolio
Mastercard Inc$1.23M2,1550.3%
VANGUARD TAX-MANAGED FDS$1.22M19,5130.3%
LOCKHEED MARTIN CORP$1.18M2,4400.3%
PEPSICO INC$1.18M8,2220.3%
Merck & Co., Inc.$1.17M11,1130.3%
Philip Morris International Inc.$1.12M6,9700.3%
ISHARES TR$1.09M25,5030.3%
AbbVie Inc.$1.08M4,7330.3%
CINTAS CORP$1.05M5,5700.3%
Principal Financial Group Inc$1.05M11,8530.3%
SPDR SERIES TRUST$1.04M9,7310.3%
ISHARES INC$1.04M15,4340.3%
iShares MSCI UAE ETF$1.02M9,9620.2%
ALTRIA GROUP, INC.$991.7K17,1990.2%
ONEOK Inc$991.1K13,4840.2%
COSTCO WHOLESALE CORP /NEW$974.7K1,1300.2%
CHEVRON CORP$971.0K6,3710.2%
NEXTERA ENERGY INC$947.9K11,8070.2%
VANGUARD WORLD FD$923.0K2,2360.2%
THERMO FISHER SCIENTIFIC INC.$919.0K1,5860.2%
OMEGA HEALTHCARE INVESTORS INC$888.6K20,0400.2%
Palantir Technologies Inc$887.3K4,9920.2%
BANK OF AMERICA CORP /DE$881.4K16,0250.2%
PROCTER & GAMBLE Co$880.7K6,1450.2%
SOUTHERN CO$834.1K9,5650.2%
ELI LILLY & Co$823.2K7660.2%
VANGUARD WORLD FD$818.3K6,1300.2%
ISHARES TR$816.6K10,1280.2%
DIMENSIONAL ETF TRUST$813.0K10,9350.2%
Coinbase Global, Inc.$799.0K3,5330.2%
T-Mobile US, Inc.TMUSCommon Stock$790.4K3,8930.2%
Baker Hughes Co$778.1K17,0870.2%
DHT HOLDINGS INC$773.9K63,3790.2%
DTE ENERGY CO$751.3K5,8250.2%
ISHARES TR$742.1K14,8400.2%
ALPS ETF TR$741.9K15,7780.2%
ISHARES TR$729.4K1,5410.2%
ARES CAPITAL CORPARCCCommon Stock$715.9K35,3860.2%
Valero Energy Corp$711.9K4,3730.2%
Alphabet Inc.$702.9K2,2400.2%
SCHWAB STRATEGIC TR$694.4K21,2870.2%
VANGUARD INDEX FDS$683.3K2,4480.2%
ISHARES TR$660.4K4,6790.2%
UNILEVER PLC$637.2K9,7430.2%
Digital Realty Trust Inc$628.7K4,0640.2%
Trane Technologies plc$627.4K1,6120.2%
INTERNATIONAL PAPER CO /NEW$607.9K15,4340.1%
HOME DEPOT, INC.$607.2K1,7650.1%
ADVANCED MICRO DEVICES INC$606.9K2,8340.1%
VANGUARD INDEX FDS$575.2K3,2430.1%
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