Pinion Investment Advisors, LLC
Top Portfolio Positions
103 positions ·
$110,764,251 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
30,040 | $5,238,976 | 4.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,143 | $4,929,641 | 4.45% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
12,913 | $4,800,407 | 4.33% | |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
75,000 | $4,702,500 | 4.25% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
100,604 | $4,646,898 | 4.20% | |
| AAPL |
Apple Inc.
Technology
|
18,211 | $4,621,769 | 4.17% | |
| MSFT |
Microsoft Corp
Technology
|
12,245 | $4,532,731 | 4.09% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,313 | $4,462,789 | 4.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,349 | $3,821,546 | 3.45% | |
| UNP |
Union Pacific Corp
Industrials
|
13,780 | $3,343,303 | 3.02% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,646,898 | 100,604 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,318,484 | 101,492 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,121,837 | 81,895 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,255,827 | 38,428 | Shares | Sole | 2025-07-24 | |
| No 13F history on record for this holder in this stock. | ||||||