Pinion Investment Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$201M
Signature - Title
Sheri Meyer - CCO
Location
1605 N Waterfront Parkway, Suite 200, Wichita, KS
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 141 $201M +$21.5M -$17M +$4.55M VOO, VUG, JQUA, BRKB, MSFT 13F-HR 8/8/2024, 03:29 PM
Q1 2024 148 $193M +$22.3M -$8.69M +$13.6M VOO, VUG, BRKB, VB, JQUA 13F-HR 5/9/2024, 02:33 PM
Q4 2023 148 $166M +$20.6M -$22.1M -$1.54M VOO, VUG, VB, BRKB, JQUA 13F-HR 1/25/2024, 04:19 PM
Q3 2023 156 $154M +$17.7M -$6.65M +$11M VOO, VUG, JPST, BRKB, VB 13F-HR 11/6/2023, 04:34 PM
Q2 2023 160 $148M +$41M -$5.15M +$35.9M VOO, JPST, BRKB, VUG, VB 13F-HR 8/7/2023, 11:53 AM
Q1 2023 119 $107M +$13.3M -$15.9M -$2.61M VOO, JPST, BRKB, SCHX, VUG 13F-HR 5/15/2023, 11:09 AM
Q4 2022 127 $106M +$14M -$30.3M -$16.3M VOO, JPST, BRKB, SCHX, VTI 13F-HR 2/9/2023, 02:23 PM
Q3 2022 148 $114M +$14.8M -$12.7M +$2.03M JPST, VOO, BRKB, SCHX, MSFT 13F-HR 11/14/2022, 02:40 PM
Q2 2022 154 $120M +$12.9M -$18.2M -$5.35M JPST, VOO, BRKB, MSFT, SCHX 13F-HR 8/15/2022, 08:29 AM
Q1 2022 164 $144M +$16.6M -$12.3M +$4.26M JPST, BRKB, VOO, SCHX, MSFT 13F-HR 5/13/2022, 04:36 PM
Q4 2021 155 $148M +$18.2M -$2.77M +$15.4M JPST, SCHX, BRKB, MSFT, VOO 13F-HR 2/15/2022, 03:17 PM
Q4 2021 144 $112M $0 $0 JPST, SCHX, BRKB, VOO, MSFT 13F-HR 2/14/2022, 05:44 PM
Q3 2021 144 $124M +$8.28M -$8.46M -$179K JPST, SCHX, BRKB, VOO, MSFT 13F-HR 11/15/2021, 02:34 PM
Q2 2021 146 $124M +$12.8M -$3.07M +$9.72M JPST, BRKB, SCHX, VOO, MSFT 13F-HR 8/12/2021, 11:07 AM
Q1 2021 141 $108M +$18.1M -$8.34M +$9.76M JPST, SCHX, BRKB, VOO, MSFT 13F-HR 5/14/2021, 10:43 AM
Q4 2020 134 $95.1M +$23.7M -$5.6M +$18.1M JPST, BRKB, SCHX, VOO, MSFT 13F-HR 2/12/2021, 10:01 AM
Q3 2020 112 $62.6M $0 $0 JPST, VOO, BRKB, SCHX, MSFT 13F-HR 11/13/2020, 02:46 PM
Q2 2020 112 $66.3M +$16M -$2.7M +$13.3M JPST, VOO, BRKB, SCHX, MSFT 13F-HR 8/18/2020, 09:27 AM
Q1 2020 92 $46.6M +$12.2M -$12.4M -$254K BRKB, VOO, SCHX, MSFT, SPLG 13F-HR 5/14/2020, 03:57 PM
Q4 2019 112 $54M +$4.18M -$1.66M +$2.52M SCHX, SPLG, MSFT, AAPL, VOO 13F-HR 2/14/2020, 10:41 AM
Q3 2019 111 $48.8M +$4.67M -$3.93M +$740K SCHX, MGV, MGK, MSFT, VOO 13F-HR 11/14/2019, 01:10 PM
Q2 2019 111 $46.7M +$1.74M -$15M -$13.2M SCHX, MGV, MGK, MSFT, VOO 13F-HR 8/14/2019, 03:10 PM
Q1 2019 116 $57.2M +$6.33M -$2.45M +$3.88M VEA, VB, MGV, IJH, MGK 13F-HR 5/13/2019, 03:35 PM
Q4 2018 110 $47.5M +$6.02M -$6.73M -$712K VEA, VB, MGV, IJH, MGK 13F-HR 2/14/2019, 09:35 AM
Q3 2018 116 $52.1M +$2.59M -$4.14M -$1.56M VEA, MGV, VB, MGK, VOO 13F-HR 11/15/2018, 09:50 AM
Q2 2018 120 $51.6M +$6.54M -$2.25M +$4.29M VEA, MGV, MGK, HYD, VOO 13F-HR 8/10/2018, 03:18 PM
Q1 2018 110 $46.6M $0 $0 VEA, MGV, MGK, VOO, IEFA 13F-HR 5/15/2018, 08:51 AM