StockDriftsStockDriftsTop 50 Pinion Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 19.36% | 138.7K | $82.9M | -0.48%(-662) | $480.19(+42.62%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.22% | 47.3K | $30.9M | +14.84%(+6.12K) | $608.46(+23.00%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 3.64% | 134.0K | $15.6M | +4.90%(+6.26K) | $111.80(+4.85%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.43% | 33.6K | $14.7M | -22.15%(-9.56K) | $57.75(+48.04%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.04% | 129.3K | $13.0M | +97.81%(+63.92K) | $100.58(-0.14%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 2.83% | 263.3K | $12.1M | +79.72%(+116.77K) | $46.68(-1.70%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.4% | 113.3K | $10.3M | -22.78%(-33.41K) | $77.08(+26.24%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 2.35% | 299.8K | $10.1M | -1.33%(-4.04K) | $32.98(+1.14%) | 2026-03-31 | |
| CAIE | CALAMOS ETF TR | 1.92% | 327.2K | $8.2M | +57.82%(+119.88K) | $26.53(+1.47%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.87% | 137.5K | $8.0M | +28.70%(+30.65K) | $54.65(+22.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.84% | +59.50% |
| Top 20 Holdings Unweighted | +19.73% | +71.63% |
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