KC Investment Advisors
Latest statistics and disclosures from Pinion Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IVV, VUG, IEFA, BOXX, and represent 41.49% of Pinion Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$9.8M), IVV, GMUB, JPIE, IEFA, OEF, CAIE, BAI, SGOV, BOXX.
- Started 16 new stock positions in ITOT, GVI, EFA, PFE, F, BAI, NI, GMUB, PBDC, SYK. CAIE, ASML, DLR, SLI, COIN, SCHZ.
- Reduced shares in these 10 stocks: DVY, BRK.B, AVGO, ISRG, KVUE, FSK, CB, AWK, V, SHY.
- Sold out of its positions in AWK, FSK, DVY, IVW, SHY, IGIB, KVUE, MMC, NFLX, GLD. CB.
- Pinion Investment Advisors was a net buyer of stock by $51M.
- Pinion Investment Advisors has $366M in assets under management (AUM), dropping by 26.20%.
- Central Index Key (CIK): 0001738738
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Portfolio Holdings for Pinion Investment Advisors
Pinion Investment Advisors holds 168 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 23.2 | $85M | +13% | 136k | 622.55 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.4 | $23M | +25% | 34k | 680.52 |
|
| Vanguard Index Fds Growth Etf (VUG) | 5.7 | $21M | +4% | 42k | 489.62 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.2 | $12M | +37% | 130k | 88.70 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 3.1 | $11M | +19% | 100k | 114.14 |
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| Spdr Series Trust Portfolio Intrmd (SPIB) | 2.6 | $9.5M | +5% | 280k | 34.05 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 1.9 | $6.9M | 87k | 79.02 |
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|
| Tesla Motors (TSLA) | 1.7 | $6.2M | 14k | 433.72 |
|
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| Microsoft Corporation (MSFT) | 1.5 | $5.6M | +2% | 11k | 523.63 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 1.5 | $5.4M | +165% | 117k | 46.44 |
|
| Spdr Series Trust Nyse Tech Etf (XNTK) | 1.5 | $5.4M | +45% | 19k | 286.28 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.4 | $5.3M | +70% | 52k | 100.65 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $5.2M | +9% | 28k | 186.26 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.4 | $5.2M | +45% | 86k | 59.94 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.3 | $4.9M | +12% | 25k | 196.86 |
|
| Ishares Tr Core Total Usd (IUSB) | 1.2 | $4.5M | +66% | 96k | 47.08 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $4.4M | 17k | 259.92 |
|
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 1.2 | $4.3M | +68% | 83k | 52.04 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.1 | $4.2M | +147% | 12k | 339.45 |
|
| Apple (AAPL) | 1.1 | $4.1M | 16k | 262.82 |
|
|
| Goldman Sachs Etf Tr Muni Income Etf (GMUB) | 1.1 | $4.1M | NEW | 80k | 51.20 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.0 | $3.6M | +36% | 45k | 81.29 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.0 | $3.6M | +2% | 134k | 26.81 |
|
| Amazon (AMZN) | 0.9 | $3.4M | +5% | 15k | 224.21 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.9 | $3.3M | +113% | 82k | 40.52 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $3.2M | -33% | 6.6k | 492.10 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $3.1M | -2% | 9.4k | 333.72 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $3.0M | 9.9k | 300.45 |
|
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| Arrowhead Pharmaceuticals (ARWR) | 0.8 | $2.9M | 75k | 38.00 |
|
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| Calamos Etf Tr Autocallable Inc (CAIE) | 0.7 | $2.5M | NEW | 90k | 27.37 |
|
| Wal-Mart Stores (WMT) | 0.7 | $2.4M | 23k | 106.17 |
|
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| Broadcom (AVGO) | 0.6 | $2.4M | -36% | 6.7k | 354.14 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.6 | $2.4M | NEW | 66k | 35.71 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.6 | $2.3M | +41% | 60k | 38.33 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.5 | $2.0M | -2% | 25k | 79.67 |
|
| Visa Com Cl A (V) | 0.5 | $1.9M | -15% | 5.4k | 347.37 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.5 | $1.8M | +3% | 29k | 63.19 |
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| Williams Companies (WMB) | 0.5 | $1.8M | +2% | 32k | 57.48 |
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| McDonald's Corporation (MCD) | 0.5 | $1.7M | +3% | 5.5k | 305.79 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $1.7M | +73% | 16k | 104.83 |
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| Meta Platforms Cl A (META) | 0.4 | $1.5M | +19% | 2.1k | 738.41 |
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| Cisco Systems (CSCO) | 0.4 | $1.5M | +27% | 21k | 70.63 |
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| Palo Alto Networks (PANW) | 0.4 | $1.5M | +564% | 6.8k | 217.11 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.5M | +564% | 2.2k | 677.16 |
|
| At&t (T) | 0.4 | $1.4M | +4% | 56k | 25.14 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $1.3M | +93% | 41k | 32.69 |
|
| Pepsi (PEP) | 0.4 | $1.3M | +15% | 8.8k | 151.55 |
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| Altria (MO) | 0.4 | $1.3M | +4% | 20k | 64.67 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $1.3M | +9% | 2.6k | 485.32 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.3M | -3% | 2.2k | 573.59 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $1.2M | +40% | 51k | 23.31 |
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| Abbvie (ABBV) | 0.3 | $1.2M | +6% | 5.2k | 227.98 |
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| Philip Morris International (PM) | 0.3 | $1.2M | +7% | 7.5k | 157.62 |
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| Goldman Sachs (GS) | 0.3 | $1.2M | +14% | 1.5k | 783.88 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.1M | 18k | 61.22 |
|
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| International Paper Company (IP) | 0.3 | $1.1M | +5% | 22k | 48.87 |
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| Coinbase Global Com Cl A (COIN) | 0.3 | $1.1M | NEW | 3.1k | 354.46 |
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| Procter & Gamble Company (PG) | 0.3 | $1.1M | +10% | 7.1k | 152.49 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.1M | -3% | 1.1k | 932.32 |
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| Cintas Corporation (CTAS) | 0.3 | $1.1M | -3% | 5.6k | 190.83 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $1.1M | -8% | 24k | 43.17 |
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| Principal Financial (PFG) | 0.3 | $1.1M | +11% | 13k | 79.62 |
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| Merck & Co (MRK) | 0.3 | $1.0M | +28% | 12k | 87.49 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.3 | $1.0M | 9.7k | 106.23 |
|
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| Chevron Corporation (CVX) | 0.3 | $1.0M | +12% | 6.6k | 155.56 |
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| Oneok (OKE) | 0.3 | $996k | +17% | 15k | 68.61 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $959k | +95% | 36k | 27.03 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $937k | -4% | 1.6k | 572.51 |
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| Omega Healthcare Investors (OHI) | 0.2 | $911k | +8% | 23k | 40.49 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $894k | +39% | 4.8k | 184.63 |
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| Home Depot (HD) | 0.2 | $893k | -15% | 2.3k | 386.67 |
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| Dht Holdings Shs New (DHT) | 0.2 | $889k | +24% | 71k | 12.50 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $880k | +7% | 6.8k | 129.41 |
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| Metropcs Communications (TMUS) | 0.2 | $880k | -4% | 4.0k | 217.77 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $868k | +167% | 17k | 51.71 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $866k | +4% | 2.1k | 411.96 |
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| Valero Energy Corporation (VLO) | 0.2 | $852k | +19% | 5.0k | 171.05 |
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| Oracle Corporation (ORCL) | 0.2 | $842k | +15% | 3.0k | 283.33 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $816k | +2% | 10k | 81.08 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $813k | +12% | 17k | 46.74 |
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| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 0.2 | $810k | +4% | 11k | 73.45 |
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| Digital Realty Trust (DLR) | 0.2 | $803k | NEW | 4.5k | 179.28 |
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| Ares Capital Corporation (ARCC) | 0.2 | $799k | +12% | 40k | 20.08 |
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| Southern Company (SO) | 0.2 | $799k | +7% | 8.3k | 95.88 |
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| Unilever Spon Adr New (UL) | 0.2 | $770k | +9% | 12k | 62.67 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $770k | 1.6k | 477.19 |
|
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $770k | +79% | 7.4k | 103.51 |
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| Vici Pptys (VICI) | 0.2 | $749k | +10% | 24k | 31.19 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $739k | 1.00 | 738500.00 |
|
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| Sonoco Products Company (SON) | 0.2 | $736k | +25% | 18k | 40.36 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $732k | +222% | 35k | 20.85 |
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| Advanced Micro Devices (AMD) | 0.2 | $714k | +2% | 2.8k | 252.92 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $709k | -3% | 2.4k | 295.50 |
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| Trane Technologies SHS (TT) | 0.2 | $709k | -22% | 1.7k | 425.87 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $676k | +214% | 23k | 29.33 |
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| Progressive Corporation (PGR) | 0.2 | $674k | +12% | 3.1k | 219.09 |
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| Starwood Property Trust (STWD) | 0.2 | $637k | +11% | 34k | 18.64 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $582k | +29% | 2.2k | 260.51 |
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| Putnam Etf Trust Bdc Income Etf (PBDC) | 0.2 | $577k | NEW | 19k | 30.66 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $573k | +5% | 11k | 50.74 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $555k | 3.2k | 174.99 |
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| Nextera Energy (NEE) | 0.1 | $542k | -23% | 6.4k | 84.41 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $538k | 17k | 32.66 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $537k | +41% | 3.8k | 140.42 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $533k | -5% | 879.00 | 605.88 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $525k | 3.8k | 139.01 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $518k | 2.1k | 249.43 |
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| UnitedHealth (UNH) | 0.1 | $505k | -27% | 1.4k | 362.60 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $496k | NEW | 21k | 23.67 |
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| Axon Enterprise (AXON) | 0.1 | $492k | +2% | 668.00 | 735.95 |
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| Quanta Services (PWR) | 0.1 | $447k | -32% | 1.0k | 440.93 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $439k | +40% | 4.6k | 96.29 |
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| TJX Companies (TJX) | 0.1 | $421k | -2% | 3.0k | 141.91 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $408k | +3% | 6.0k | 68.04 |
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| salesforce (CRM) | 0.1 | $403k | 1.6k | 254.83 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $402k | -12% | 4.0k | 100.61 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $401k | -25% | 520.00 | 772.00 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $392k | 2.0k | 196.22 |
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| Hca Holdings (HCA) | 0.1 | $384k | -33% | 859.00 | 447.04 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $383k | -23% | 3.3k | 115.38 |
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| Roper Industries (ROP) | 0.1 | $380k | -3% | 793.00 | 478.80 |
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| Bank of America Corporation (BAC) | 0.1 | $375k | 7.1k | 52.57 |
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| Capital One Financial (COF) | 0.1 | $367k | 1.6k | 225.01 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $358k | -17% | 1.0k | 353.52 |
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| Citizens Financial (CFG) | 0.1 | $347k | 6.6k | 52.18 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $338k | 13k | 26.13 |
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| Kla Corp Com New (KLAC) | 0.1 | $330k | 279.00 | 1182.82 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $330k | 5.9k | 56.25 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $325k | -73% | 595.00 | 546.51 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $325k | -2% | 2.1k | 156.64 |
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| American Electric Power Company (AEP) | 0.1 | $325k | 2.8k | 115.98 |
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| Zoetis Cl A (ZTS) | 0.1 | $323k | -2% | 2.2k | 145.96 |
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| Entergy Corporation (ETR) | 0.1 | $316k | -6% | 3.3k | 96.58 |
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| Pfizer (PFE) | 0.1 | $312k | NEW | 13k | 24.76 |
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| Linde SHS (LIN) | 0.1 | $312k | 699.00 | 446.00 |
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| International Business Machines (IBM) | 0.1 | $311k | 1.0k | 307.46 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $298k | NEW | 3.1k | 95.04 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $297k | 4.0k | 74.95 |
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| Cme (CME) | 0.1 | $297k | -42% | 1.1k | 269.54 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $286k | -7% | 1.3k | 219.16 |
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| Fifth Third Ban (FITB) | 0.1 | $279k | -10% | 6.5k | 42.63 |
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| Coca-Cola Company (KO) | 0.1 | $277k | +6% | 4.0k | 69.71 |
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| EOG Resources (EOG) | 0.1 | $274k | -32% | 2.6k | 106.38 |
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| Synopsys (SNPS) | 0.1 | $266k | -11% | 574.00 | 464.18 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $266k | -6% | 630.00 | 421.39 |
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| Verizon Communications (VZ) | 0.1 | $264k | 6.8k | 38.82 |
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| MetLife (MET) | 0.1 | $262k | -8% | 3.3k | 78.68 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.1 | $249k | 7.0k | 35.66 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $248k | +9% | 6.0k | 41.39 |
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| Eli Lilly & Co. (LLY) | 0.1 | $246k | -15% | 298.00 | 825.45 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $242k | NEW | 234.00 | 1033.10 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $239k | 1.9k | 127.37 |
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| Public Service Enterprise (PEG) | 0.1 | $234k | -2% | 2.8k | 83.11 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $233k | 5.1k | 45.70 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $230k | -2% | 1.1k | 213.54 |
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| Paychex (PAYX) | 0.1 | $228k | 1.8k | 124.58 |
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| S&p Global (SPGI) | 0.1 | $227k | -50% | 463.00 | 489.45 |
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| Stryker Corporation (SYK) | 0.1 | $225k | NEW | 589.00 | 381.79 |
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| Ford Motor Company (F) | 0.1 | $221k | NEW | 16k | 13.84 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $217k | NEW | 1.5k | 148.14 |
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| Adams Express Company (ADX) | 0.1 | $216k | -26% | 9.4k | 22.97 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $213k | -9% | 1.0k | 210.17 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $213k | -4% | 823.00 | 258.77 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $211k | NEW | 2.0k | 107.92 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $203k | 3.9k | 52.63 |
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| NiSource (NI) | 0.1 | $202k | NEW | 4.6k | 43.63 |
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| AVINO SILVER & GOLD Mines Lt (ASM) | 0.0 | $69k | +26% | 14k | 4.85 |
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| Standard Lithium Corp equities (SLI) | 0.0 | $56k | NEW | 13k | 4.22 |
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Past Filings by Pinion Investment Advisors
SEC 13F filings are viewable for Pinion Investment Advisors going back to 2018
- Pinion Investment Advisors 2025 Q3 filed Oct. 27, 2025
- Pinion Investment Advisors 2025 Q2 filed July 24, 2025
- Pinion Investment Advisors 2025 Q1 filed April 17, 2025
- Pinion Investment Advisors 2024 Q4 filed Feb. 6, 2025
- Pinion Investment Advisors 2024 Q3 filed Nov. 12, 2024
- Pinion Investment Advisors 2024 Q2 filed Aug. 8, 2024
- Pinion Investment Advisors 2024 Q1 filed May 9, 2024
- Pinion Investment Advisors 2023 Q4 filed Jan. 25, 2024
- Pinion Investment Advisors 2023 Q3 filed Nov. 6, 2023
- Pinion Investment Advisors 2023 Q2 filed Aug. 7, 2023
- Pinion Investment Advisors 2023 Q1 filed May 15, 2023
- Pinion Investment Advisors 2022 Q4 filed Feb. 9, 2023
- KC Investment Advisors 2022 Q3 filed Nov. 14, 2022
- KC Investment Advisors 2022 Q2 filed Aug. 15, 2022
- KC Investment Advisors 2022 Q1 filed May 13, 2022
- KC Investment Advisors 2021 Q4 filed Feb. 15, 2022