Pinion Investment Advisors, LLC

13F filer, CIK 1738738, WICHITA, KS

Pinion Investment Advisors, LLC reported $251,346,802 across 155 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-06. Its ten largest share positions make up 51.66% of the portfolio.

Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001738738-25-000001

Period: 2024-12-31
Reported value: $251M
Holdings: 155
Top 10 weight: 51.66%
New: 13
Sold out: 12

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IVVadded	+7,587	$4.47M
SPIBadded	+78,146	$2.56M
SCHXadded	+91,074	$2.11M
VOOadded	+2,935	$1.58M
ARWRnew	+75,000	$1.41M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BOXXreduced	-24,523	-$2.7M
JQUAreduced	-32,993	-$1.89M
IVEexited	-3,125	-$616K
ASMLreduced	-770	-$534K
EFVexited	-8,361	-$481K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001738738-25-000001, largest first. % of portfolio is the value over $251,346,802, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VOOVANGUARD INDEX FDS	123,047	$66.3M	26.38%	+2,935	Timeline
VUGVANGUARD INDEX FDS	42,665	$17.5M	6.97%	+257	Timeline
IVVISHARES TR	14,999	$8.83M	3.51%	+7,587	Timeline
VCRBVANGUARD MALVERN FDS	98,066	$7.43M	2.96%	-1,735	Timeline
SPIBSPDR SERIES TRUST	197,904	$6.48M	2.58%	+78,146	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	12,254	$5.55M	2.21%	-879	Timeline
VBVANGUARD INDEX FDS	19,919	$4.79M	1.9%	+2,156	Timeline
TSLATESLA INC	11,791	$4.76M	1.89%	+1,222	Timeline
MSFTMICROSOFT CORP	10,271	$4.33M	1.72%	+323	Timeline
AAPLAPPLE INC	15,381	$3.85M	1.53%	+362	Timeline
AVGOBROADCOM INC	15,208	$3.53M	1.4%	-776	Timeline
BOXXEA SERIES TRUST	30,437	$3.36M	1.34%	-24,523	Timeline
SCHXSCHWAB STRATEGIC TR	142,791	$3.31M	1.32%	+91,074	Timeline
VTIVANGUARD INDEX FDS	11,283	$3.27M	1.3%	-154	Timeline
IEFAISHARES TR	46,331	$3.26M	1.3%	+14,977	Timeline
JQUAJ P MORGAN EXCHANGE TRADED F	55,348	$3.17M	1.26%	-32,993	Timeline
GOOGLALPHABET INC	16,712	$3.16M	1.26%	+623	Timeline
AMZNAMAZON COM INC	14,257	$3.13M	1.24%	+110	Timeline
NVDANVIDIA CORPORATION	20,229	$2.72M	1.08%	-799	Timeline
IUSBISHARES TR	59,874	$2.71M	1.08%	+25,149	Timeline
XNTKSPDR SERIES TRUST	13,192	$2.66M	1.06%	+394	Timeline
JPMJPMORGAN CHASE & CO	9,753	$2.34M	0.93%	-184	Timeline
DVYISHARES TR	17,328	$2.27M	0.91%	+5,161	Timeline
WMTWALMART INC	23,578	$2.13M	0.85%	-299	Timeline
VVISA INC	6,629	$2.1M	0.83%	-41	Timeline
SPYMSPDR SERIES TRUST	27,728	$1.91M	0.76%	-179	Timeline
VTWOVANGUARD SCOTTSDALE FDS	20,026	$1.79M	0.71%	+817	Timeline
UNHUNITEDHEALTH GROUP INC	3,364	$1.7M	0.68%	-64	Timeline
WMBWILLIAMS COS INC	29,930	$1.62M	0.64%	+5,671	Timeline
QUALISHARES TR	8,341	$1.49M	0.59%	+1,927	Timeline
MCDMCDONALDS CORP	4,998	$1.45M	0.58%	+27	Timeline
ARWRARROWHEAD PHARMACEUTICALS IN	75,000	$1.41M	0.56%	new	Timeline
DYNFBLACKROCK ETF TRUST	27,243	$1.4M	0.56%	+6,215	Timeline
EEMISHARES TR	28,350	$1.19M	0.47%	-165	Timeline
TAT&T INC	51,920	$1.18M	0.47%	+2,698	Timeline
MAMASTERCARD INCORPORATED	2,240	$1.18M	0.47%	-31	Timeline
CTASCINTAS CORP	6,206	$1.13M	0.45%	+18	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,221	$1.12M	0.45%	-14	Timeline
OKEONEOK INC NEW	11,076	$1.11M	0.44%	+2,263	Timeline
HDHOME DEPOT INC	2,715	$1.06M	0.42%	-35	Timeline
TMUST-MOBILE US INC	4,762	$1.05M	0.42%	-199	Timeline
IPINTERNATIONAL PAPER CO	19,222	$1.03M	0.41%	-1,439	Timeline
SPYGSPDR SERIES TRUST	11,646	$1.02M	0.41%	-597	Timeline
SHYGISHARES TR	23,896	$1.02M	0.41%	+2,850	Timeline
VEAVANGUARD TAX-MANAGED FDS	21,278	$1.02M	0.4%	-1,588	Timeline
LMTLOCKHEED MARTIN CORP	2,024	$983K	0.39%	-66	Timeline
PEPPEPSICO INC	6,376	$970K	0.39%	-1,337	Timeline
PGPROCTER & GAMBLE CO	5,768	$967K	0.38%	+147	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1,812	$943K	0.37%	+2	Timeline
MOALTRIA GROUP INC	17,839	$933K	0.37%	-1,188	Timeline
CSCOCISCO SYS INC	15,566	$921K	0.37%	+184	Timeline
DFVXDIMENSIONAL ETF TRUST	13,854	$905K	0.36%	+2,615	Timeline
METAMETA PLATFORMS INC	1,510	$884K	0.35%	+56	Timeline
IVWISHARES TR	8,548	$868K	0.35%	-4,727	Timeline
PMPHILIP MORRIS INTL INC	7,030	$846K	0.34%	-199	Timeline
HYGISHARES TR	10,624	$836K	0.33%	-920	Timeline
TTTRANE TECHNOLOGIES PLC	2,215	$818K	0.33%	-63	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	16,051	$808K	0.32%	-1,154	Timeline
CVXCHEVRON CORPORATION	5,577	$808K	0.32%	-5	Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	10,080	$780K	0.31%	+297	Timeline
VFHVANGUARD WORLD FD	6,464	$763K	0.3%	new	Timeline
MRKMERCK & CO INC	7,542	$750K	0.3%	-840	Timeline
ABBVABBVIE INC	4,206	$747K	0.3%	+143	Timeline
MBBISHARES TR	8,118	$744K	0.3%	+2,887	Timeline
DISDISNEY WALT CO	6,376	$710K	0.28%	+115	Timeline
OHIOMEGA HEALTHCARE INVS INC	17,928	$679K	0.27%	+109	Timeline
KVUEKENVUE INC	31,687	$677K	0.27%	+216	Timeline
ARCCARES CAPITAL CORP	30,839	$675K	0.27%	-609	Timeline
IWFISHARES TR	1,625	$653K	0.26%	-190	Timeline
MGKVANGUARD WORLD FD	1,898	$652K	0.26%	-151	Timeline
GSGOLDMAN SACHS GROUP INC	1,135	$650K	0.26%	new	Timeline
VOTVANGUARD INDEX FDS	2,545	$646K	0.26%	-52	Timeline
AMLPALPS ETF TR	13,070	$629K	0.25%	+189	Timeline
ADBEADOBE INC	1,410	$627K	0.25%	-9	Timeline
NEENEXTERA ENERGY INC	8,489	$609K	0.24%	-113	Timeline
FSKFS KKR CAP CORP	27,736	$602K	0.24%	+2,492	Timeline
GOVTISHARES TR	26,006	$598K	0.24%	+3,000	Timeline
PGRPROGRESSIVE CORP	2,471	$592K	0.24%	new	Timeline
SCHGSCHWAB STRATEGIC TR	20,716	$577K	0.23%	+15,569	Timeline
BKLNINVESCO EXCH TRADED FD TR II	26,297	$554K	0.22%	new	Timeline
AMGNAMGEN INC	2,082	$543K	0.22%	0	Timeline
SOSOUTHERN CO	6,564	$540K	0.21%	+46	Timeline
SONSONOCO PRODS CO	10,882	$532K	0.21%	-1,205	Timeline
VOEVANGUARD INDEX FDS	3,272	$529K	0.21%	-64	Timeline
VICIVICI PPTYS INC	18,072	$528K	0.21%	+749	Timeline
NOCNORTHROP GRUMMAN CORP	1,122	$527K	0.21%	0	Timeline
UNILEVER PLCUNILEVER PLC	9,250	$524K	0.21%	+177
SCHDSCHWAB STRATEGIC TR	18,685	$510K	0.2%	+12,475	Timeline
CMECME GROUP INC	2,157	$501K	0.2%	-41	Timeline
ASMLASML HLDG NV	709	$491K	0.2%	-770	Timeline
BINCBLACKROCK ETF TRUST II	9,441	$491K	0.2%	+3,311	Timeline
PWRQUANTA SVCS INC	1,534	$485K	0.19%	+40	Timeline
STWDSTARWOOD PPTY TR INC	25,574	$485K	0.19%	+2,750	Timeline
XOMEXXON MOBIL CORP	4,482	$482K	0.19%	-10	Timeline
CRMSALESFORCE INC	1,407	$470K	0.19%	-64	Timeline
SPGIS&P GLOBAL INC	943	$470K	0.19%	-24	Timeline
EOGEOG RES INC	3,818	$468K	0.19%	-246	Timeline
MGVVANGUARD WORLD FD	3,719	$465K	0.18%	-175	Timeline
SCHKSCHWAB STRATEGIC TR	16,313	$462K	0.18%	+8,182	Timeline
PHPARKER-HANNIFIN CORP	720	$458K	0.18%	-1	Timeline
MINTPIMCO ETF TR	4,550	$457K	0.18%	0	Timeline
ROPROPER TECHNOLOGIES INC	845	$439K	0.17%	-5	Timeline
HCAHCA HEALTHCARE INC	1,387	$416K	0.17%	0	Timeline
DHTDHT HOLDINGS INC	43,783	$407K	0.16%	-9,802	Timeline
AWKAMERICAN WTR WKS CO INC NEW	3,190	$397K	0.16%	-341	Timeline
IWSISHARES TR	3,013	$390K	0.16%	-121	Timeline
VLOVALERO ENERGY CORP	3,138	$385K	0.15%	-248	Timeline
ZTSZOETIS INC	2,345	$382K	0.15%	-7	Timeline
AXONAXON ENTERPRISE INC	630	$374K	0.15%	new	Timeline
FITBFIFTH THIRD BANCORP	8,562	$362K	0.14%	-20	Timeline
SCHBSCHWAB STRATEGIC TR	15,385	$349K	0.14%	+10,499	Timeline
MPCMARATHON PETE CORP	2,501	$349K	0.14%	-29	Timeline
NXPINXP SEMICONDUCTORS N V	1,665	$346K	0.14%	-653	Timeline
BACBANK OF AMER CORP	7,757	$341K	0.14%	+7	Timeline
ADXADAMS DIVERSIFIED EQUITY FD	16,787	$339K	0.13%	+1,450	Timeline
EMBISHARES TR	3,771	$336K	0.13%	+111	Timeline
AMTAMERICAN TOWER CORP	1,817	$333K	0.13%	-83	Timeline
CINFCINCINNATI FINL CORP	2,310	$332K	0.13%	0	Timeline
METMETLIFE INC	4,040	$331K	0.13%	-76	Timeline
SNPSSYNOPSYS INC	666	$323K	0.13%	0	Timeline
TJXTJX COS INC NEW	2,565	$310K	0.12%	-178	Timeline
SPYVSPDR SERIES TRUST	5,918	$303K	0.12%	0	Timeline
COFCAPITAL ONE FINL CORP	1,688	$301K	0.12%	+65	Timeline
SRLNSSGA ACTIVE ETF TR	7,156	$299K	0.12%	-141	Timeline
IEMGISHARES INC	5,696	$297K	0.12%	-2,065	Timeline
SMMDISHARES TR	4,339	$295K	0.12%	0	Timeline
PLDPROLOGIS INC.	2,766	$292K	0.12%	-342	Timeline
IGEBISHARES TR	6,524	$289K	0.12%	new	Timeline
GOOGALPHABET INC	1,514	$288K	0.11%	+1	Timeline
LINLINDE PLC	677	$283K	0.11%	0	Timeline
ETRENTERGY CORP NEW	3,672	$278K	0.11%	new	Timeline
AEPAMERICAN ELEC PWR CO INC	2,865	$264K	0.11%	-294	Timeline
PAYXPAYCHEX INC	1,829	$256K	0.1%	+1	Timeline
KOCOCA COLA CO	4,107	$256K	0.1%	-240	Timeline
VRTXVERTEX PHARMACEUTICALS INC	627	$252K	0.1%	-208	Timeline
TLTISHARES TR	2,869	$251K	0.1%	-421	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,135	$250K	0.1%	+4	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	5,329	$246K	0.1%	0	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	2,867	$242K	0.1%	+312	Timeline
PLTRPALANTIR TECHNOLOGIES INC	3,169	$240K	0.1%	new	Timeline
SHYISHARES TR	2,909	$238K	0.09%	new	Timeline
VBKVANGUARD INDEX FDS	847	$237K	0.09%	-9	Timeline
VXUSVANGUARD STAR FDS	3,980	$235K	0.09%	-141	Timeline
DUKDUKE ENERGY CORP NEW	2,160	$233K	0.09%	-80	Timeline
BUDANHEUSER BUSCH INBEV SA NV	4,591	$230K	0.09%	-3,215	Timeline
KLACKLA CORP	352	$222K	0.09%	0	Timeline
VZVERIZON COMMUNICATIONS INC	5,480	$219K	0.09%	-721	Timeline
CFGCITIZENS FINL GROUP INC	4,963	$217K	0.09%	new	Timeline
GLDSPDR GOLD TR	891	$216K	0.09%	-1	Timeline
USIGISHARES TR	4,160	$209K	0.08%	new	Timeline
ACNACCENTURE PLC IRELAND	594	$209K	0.08%	-30	Timeline
VBRVANGUARD INDEX FDS	1,053	$209K	0.08%	-27	Timeline
VMBSVANGUARD SCOTTSDALE FDS	4,493	$204K	0.08%	-400	Timeline
CSXCSX CORP	6,291	$203K	0.08%	-850	Timeline
VXFVANGUARD INDEX FDS	1,053	$200K	0.08%	new	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
IVEISHARES TR	3,125	$616K	shares
EFVISHARES TR	8,361	$481K	shares
EFGISHARES TR	4,291	$462K	shares
IYWISHARES TR	2,823	$428K	shares
DFCFDIMENSIONAL ETF TRUST	8,851	$382K	shares
NVONOVO-NORDISK A S	2,610	$311K	shares
OMFLINVESCO EXCH TRD SLF IDX FD	4,955	$263K	shares
GISGENERAL MILLS INC	3,339	$247K	shares
EMXCISHARES INC	4,010	$245K	shares
VONGVANGUARD SCOTTSDALE FDS	2,250	$217K	shares
CWISPDR INDEX SHS FDS	7,049	$215K	shares
SPYSTATE STR SPDR S&P 500 ETF T	355	$203K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001738738-25-000001	base		2025-02-06	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC