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Pinion Investment Advisors, LLC

All holdings · as of Dec 31, 2025

173 positions

CompanyClassValueShares% of portfolio
J P MORGAN EXCHANGE TRADED F—$575.2K11,3700.1%
VANGUARD WORLD FD—$573.8K4,0650.1%
VICI PROPERTIES INC.—$570.2K20,2790.1%
ORACLE CORP—$552.4K2,8340.1%
SCHWAB STRATEGIC TR—$541.4K16,5070.1%
PUTNAM ETF TRUST—$526.6K17,2080.1%
PIMCO ETF TR—$503.1K5,0140.1%
SCHWAB STRATEGIC TR—$498.1K18,1570.1%
JOHNSON & JOHNSON—$490.3K2,3690.1%
ISHARES TR—$489.9K1,9900.1%
GENERAL ELECTRIC CO—$483.3K1,5690.1%
TJX Cos Inc/The—$457.8K2,9800.1%
UNITEDHEALTH GROUP INC—$449.9K1,3630.1%
Parker-Hannifin Corp—$434.2K4940.1%
STARWOOD PROPERTY TRUST, INC.—$417.5K23,1790.1%
Salesforce Inc—$415.6K1,5690.1%
OGE Energy Corp—$411.5K9,6360.1%
ISHARES TR—$405.8K4,2150.1%
EXXON MOBIL CORP—$398.4K3,3100.1%
CAPITAL ONE FINANCIAL CORP—$398.0K1,6420.1%
Intuitive Surgical Inc—$389.7K6880.1%
ISHARES TR—$379.6K2,6910.1%
CITIZENS FINANCIAL GROUP INC/RI—$372.1K6,3710.1%
Quanta Services Inc—$363.0K8600.1%
Northrop Grumman Corp—$360.1K6320.1%
KLA CORP—$351.2K2890.1%
Axon Enterprise Inc—$340.8K6000.1%
SCHWAB STRATEGIC TR—$338.8K12,9160.1%
CINCINNATI FINANCIAL CORP—$338.5K2,0730.1%
ASML HOLDING N V—$335.9K3140.1%
ADOBE INC.—$333.2K9520.1%
SPDR SERIES TRUST—$332.9K5,8600.1%
Marathon Petroleum Corp—$324.9K1,9980.1%
AMERICAN ELECTRIC POWER CO INC—$322.8K2,8000.1%
HCA Healthcare, Inc.—$313.3K6710.1%
PFIZER INC—$310.6K12,4750.1%
ISHARES TR—$301.4K3,1390.1%
VANGUARD STAR FDS—$298.5K3,9570.1%
LINDE PLC—$295.9K6940.1%
INTERNATIONAL BUSINESS MACHINES CORP—$285.8K9650.1%
ENTERGY CORP /DE—$272.9K2,9520.1%
CATERPILLAR INC—$272.7K4760.1%
COCA COLA CO—$270.8K3,8730.1%
SYNOPSYS INC—$269.6K5740.1%
ISHARES TR—$263.7K7,0530.1%
MetLife Inc—$262.4K3,3240.1%
VERIZON COMMUNICATIONS INC—$260.4K6,3940.1%
CITIGROUP INC—$254.6K2,1820.1%
CME Group Inc—$252.4K9240.1%
SPDR INDEX SHS FDS—$250.7K6,9790.1%
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