0001738738-24-000002.txt : 20240509 0001738738-24-000002.hdr.sgml : 20240509 20240509143347 ACCESSION NUMBER: 0001738738-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pinion Investment Advisors, LLC CENTRAL INDEX KEY: 0001738738 ORGANIZATION NAME: IRS NUMBER: 481229282 STATE OF INCORPORATION: KS FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18765 FILM NUMBER: 24929937 BUSINESS ADDRESS: STREET 1: 1605 N WATERFRONT PARKWAY STREET 2: SUITE 200 CITY: WICHITA STATE: KS ZIP: 67206 BUSINESS PHONE: 316-682-8344 MAIL ADDRESS: STREET 1: 1605 N WATERFRONT PARKWAY STREET 2: SUITE 200 CITY: WICHITA STATE: KS ZIP: 67206 FORMER COMPANY: FORMER CONFORMED NAME: KC Investment Advisors, LLC DATE OF NAME CHANGE: 20180426 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001738738 XXXXXXXX 03-31-2024 03-31-2024 Pinion Investment Advisors, LLC

1605 N WATERFRONT PARKWAY SUITE 200 WICHITA KS 67206

13F HOLDINGS REPORT 028-18765 N Sheri Meyer 316-682-8344 Sheri Meyer Wichita KS 05-09-2024 0 149 192661615 false INFORMATION TABLE 2 13fFiling20240331.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 49843703 103690 SH SOLE 0 0 103690 VANGUARD INDEX FDS GROWTH ETF 922908736 13899918 40383 SH SOLE 0 0 40383 VANGUARD INDEX FDS SMALL CP ETF 922908751 6697753 29300 SH SOLE 0 0 29300 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5915876 14068 SH SOLE 0 0 14068 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 5220702 98746 SH SOLE 0 0 98746 MICROSOFT CORP COM 594918104 4084343 9708 SH SOLE 0 0 9708 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 4033871 96159 SH SOLE 0 0 96159 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3932788 63371 SH SOLE 0 0 63371 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3440061 13236 SH SOLE 0 0 13236 AMAZON COM INC COM 023135106 2521533 13979 SH SOLE 0 0 13979 APPLE INC COM 037833100 2481710 14472 SH SOLE 0 0 14472 ALPHABET INC CAP STK CL A 02079K305 2216709 14687 SH SOLE 0 0 14687 SPDR SER TR PORTFOLIO INTRMD 78464A375 2113246 64645 SH SOLE 0 0 64645 ISHARES TR CORE MSCI EAFE 46432F842 2077344 27989 SH SOLE 0 0 27989 BROADCOM INC COM 11135F101 1961504 1480 SH SOLE 0 0 1480 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1903320 3 SH SOLE 0 0 3 JPMORGAN CHASE & CO COM 46625H100 1885741 9415 SH SOLE 0 0 9415 ISHARES TR SELECT DIVID ETF 464287168 1819757 14773 SH SOLE 0 0 14773 SPDR SER TR PORTFOLIO S&P500 78464A854 1814560 29491 SH SOLE 0 0 29491 TESLA INC COM 88160R101 1790773 10187 SH SOLE 0 0 10187 UNITEDHEALTH GROUP INC COM 91324P102 1576198 3186 SH SOLE 0 0 3186 VISA INC COM CL A 92826C839 1547789 5546 SH SOLE 0 0 5546 NVIDIA CORPORATION COM 67066G104 1517081 1679 SH SOLE 0 0 1679 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1457840 29058 SH SOLE 0 0 29058 WALMART INC COM 931142103 1378334 22907 SH SOLE 0 0 22907 ASML HOLDING N V N Y REGISTRY SHS N07059210 1362540 1404 SH SOLE 0 0 1404 SPDR SER TR PRTFLO S&P500 GW 78464A409 1334330 18241 SH SOLE 0 0 18241 PEPSICO INC COM 713448108 1243605 7106 SH SOLE 0 0 7106 CINTAS CORP COM 172908105 1239353 1804 SH SOLE 0 0 1804 MCDONALDS CORP COM 580135101 1225166 4345 SH SOLE 0 0 4345 MASTERCARD INCORPORATED CL A 57636Q104 1208518 2510 SH SOLE 0 0 2510 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1144607 22688 SH SOLE 0 0 22688 THERMO FISHER SCIENTIFIC INC COM 883556102 1099984 1893 SH SOLE 0 0 1893 HOME DEPOT INC COM 437076102 1097220 2860 SH SOLE 0 0 2860 COSTCO WHSL CORP NEW COM 22160K105 1093557 1493 SH SOLE 0 0 1493 MERCK & CO INC COM 58933Y105 1082939 8207 SH SOLE 0 0 8207 ISHARES TR CORE S&P500 ETF 464287200 1062020 2020 SH SOLE 0 0 2020 WILLIAMS COS INC COM 969457100 1019806 26169 SH SOLE 0 0 26169 ISHARES TR IBOXX HI YD ETF 464288513 982663 12642 SH SOLE 0 0 12642 LOCKHEED MARTIN CORP COM 539830109 925394 2034 SH SOLE 0 0 2034 PROCTER AND GAMBLE CO COM 742718109 912616 5625 SH SOLE 0 0 5625 DISNEY WALT CO COM 254687106 887278 7251 SH SOLE 0 0 7251 ISHARES TR MSCI EMG MKT ETF 464287234 883179 21499 SH SOLE 0 0 21499 T-MOBILE US INC COM 872590104 877961 5379 SH SOLE 0 0 5379 CHEVRON CORP NEW COM 166764100 857802 5438 SH SOLE 0 0 5438 ISHARES TR 0-5YR HI YL CP 46434V407 846448 19893 SH SOLE 0 0 19893 INTERNATIONAL PAPER CO COM 460146103 844393 21640 SH SOLE 0 0 21640 AT&T INC COM 00206R102 803980 45681 SH SOLE 0 0 45681 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 782168 1860 SH SOLE 0 0 1860 ABBVIE INC COM 00287Y109 736970 4047 SH SOLE 0 0 4047 ADOBE INC COM 00724F101 726624 1440 SH SOLE 0 0 1440 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 709555 8221 SH SOLE 0 0 8221 ALTRIA GROUP INC COM 02209S103 700138 16051 SH SOLE 0 0 16051 CISCO SYS INC COM 17275R102 688672 13798 SH SOLE 0 0 13798 SONOCO PRODS CO COM 835495102 685231 11847 SH SOLE 0 0 11847 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 659188 4228 SH SOLE 0 0 4228 PHILIP MORRIS INTL INC COM 718172109 658240 7184 SH SOLE 0 0 7184 TRANE TECHNOLOGIES PLC SHS G8994E103 651434 2170 SH SOLE 0 0 2170 ONEOK INC NEW COM 682680103 646749 8067 SH SOLE 0 0 8067 AMGEN INC COM 031162100 591102 2079 SH SOLE 0 0 2079 HCA HEALTHCARE INC COM 40412C101 590015 1769 SH SOLE 0 0 1769 NXP SEMICONDUCTORS N V COM N6596X109 587711 2372 SH SOLE 0 0 2372 ARES CAPITAL CORP COM 04010L103 584335 28066 SH SOLE 0 0 28066 GENUINE PARTS CO COM 372460105 578199 3732 SH SOLE 0 0 3732 NORTHROP GRUMMAN CORP COM 666807102 575165 1202 SH SOLE 0 0 1202 ISHARES TR RUS 1000 GRW ETF 464287614 565907 1679 SH SOLE 0 0 1679 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 561900 10752 SH SOLE 0 0 10752 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 554679 9126 SH SOLE 0 0 9126 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 554602 6399 SH SOLE 0 0 6399 NEXTERA ENERGY INC COM 65339F101 544514 8520 SH SOLE 0 0 8520 ROPER TECHNOLOGIES INC COM 776696106 540089 963 SH SOLE 0 0 963 ISHARES TR RUS MDCP VAL ETF 464287473 539295 4303 SH SOLE 0 0 4303 KENVUE INC COM 49177J102 534054 24886 SH SOLE 0 0 24886 CME GROUP INC COM 12572Q105 507756 2358 SH SOLE 0 0 2358 EOG RES INC COM 26875P101 506378 3961 SH SOLE 0 0 3961 DHT HOLDINGS INC SHS NEW Y2065G121 504505 43870 SH SOLE 0 0 43870 MARATHON PETE CORP COM 56585A102 502340 2493 SH SOLE 0 0 2493 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 500713 6210 SH SOLE 0 0 6210 PROLOGIS INC. COM 74340W103 494707 3799 SH SOLE 0 0 3799 VALERO ENERGY CORP COM 91913Y100 486979 2853 SH SOLE 0 0 2853 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 476795 5142 SH SOLE 0 0 5142 VANGUARD WORLD FD MEGA GRWTH IND 921910816 469181 1637 SH SOLE 0 0 1637 OMEGA HEALTHCARE INVS INC COM 681936100 458044 14463 SH SOLE 0 0 14463 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 455758 8252 SH SOLE 0 0 8252 ISHARES TR NATIONAL MUN ETF 464288414 452458 4205 SH SOLE 0 0 4205 EXXON MOBIL CORP COM 30231G102 445929 3836 SH SOLE 0 0 3836 S&P GLOBAL INC COM 78409V104 441192 1037 SH SOLE 0 0 1037 ISHARES TR RUSEL 2500 ETF 46435G268 437422 6667 SH SOLE 0 0 6667 ZOETIS INC CL A 98978V103 436484 2580 SH SOLE 0 0 2580 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 434233 4319 SH SOLE 0 0 4319 QUANTA SVCS INC COM 74762E102 430489 1657 SH SOLE 0 0 1657 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 421286 6901 SH SOLE 0 0 6901 DIMENSIONAL ETF TRUST US LARGE CAP VEC 25434V641 420154 6707 SH SOLE 0 0 6707 FS KKR CAP CORP COM 302635206 418568 21949 SH SOLE 0 0 21949 CINCINNATI FINL CORP COM 172062101 418301 3369 SH SOLE 0 0 3369 AMERICAN WTR WKS CO INC NEW COM 030420103 409541 3351 SH SOLE 0 0 3351 PARKER-HANNIFIN CORP COM 701094104 406283 731 SH SOLE 0 0 731 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 405756 8008 SH SOLE 0 0 8008 METLIFE INC COM 59156R108 404863 5463 SH SOLE 0 0 5463 FIFTH THIRD BANCORP COM 316773100 403803 10852 SH SOLE 0 0 10852 SOUTHERN CO COM 842587107 403681 5627 SH SOLE 0 0 5627 COCA COLA CO COM 191216100 399689 6533 SH SOLE 0 0 6533 VICI PPTYS INC COM 925652109 396386 13306 SH SOLE 0 0 13306 ISHARES INC CORE MSCI EMKT 46434G103 389890 7556 SH SOLE 0 0 7556 SALESFORCE INC COM 79466L302 380692 1264 SH SOLE 0 0 1264 UNILEVER PLC SPON ADR NEW 904767704 375623 7484 SH SOLE 0 0 7484 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 367255 3073 SH SOLE 0 0 3073 SYNOPSYS INC COM 871607107 364617 638 SH SOLE 0 0 638 VERIZON COMMUNICATIONS INC COM 92343V104 351475 8376 SH SOLE 0 0 8376 AMERICAN TOWER CORP NEW COM 03027X100 336891 1705 SH SOLE 0 0 1705 ADAMS DIVERSIFIED EQUITY FD COM 006212104 318142 16298 SH SOLE 0 0 16298 AMERICAN ELEC PWR CO INC COM 025537101 317649 3689 SH SOLE 0 0 3689 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 308885 1310 SH SOLE 0 0 1310 ISHARES TR JPMORGAN USD EMG 464288281 306773 3421 SH SOLE 0 0 3421 STARWOOD PPTY TR INC COM 85571B105 306455 15074 SH SOLE 0 0 15074 META PLATFORMS INC CL A 30303M102 303595 625 SH SOLE 0 0 625 INTERNATIONAL BUSINESS MACHS COM 459200101 302099 1582 SH SOLE 0 0 1582 ISHARES TR 1 3 YR TREAS BD 464287457 301114 3682 SH SOLE 0 0 3682 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 300858 868 SH SOLE 0 0 868 ISHARES TR RUSSELL 2000 ETF 464287655 297785 1416 SH SOLE 0 0 1416 GENERAL MLS INC COM 370334104 297373 4250 SH SOLE 0 0 4250 SPDR SER TR PRTFLO S&P500 VL 78464A508 296492 5918 SH SOLE 0 0 5918 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 291528 6923 SH SOLE 0 0 6923 KLA CORP COM NEW 482480100 286414 410 SH SOLE 0 0 410 ISHARES TR CORE US AGGBD ET 464287226 282362 2883 SH SOLE 0 0 2883 ALPHABET INC CAP STK CL C 02079K107 279245 1834 SH SOLE 0 0 1834 VANGUARD STAR FDS VG TL INTL STK F 921909768 279129 4629 SH SOLE 0 0 4629 DUKE ENERGY CORP NEW COM NEW 26441C204 278525 2880 SH SOLE 0 0 2880 ISHARES TR US TREAS BD ETF 46429B267 269848 11851 SH SOLE 0 0 11851 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 266968 5533 SH SOLE 0 0 5533 ISHARES TR SHRT NAT MUN ETF 464288158 249153 2379 SH SOLE 0 0 2379 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 246254 5329 SH SOLE 0 0 5329 LINDE PLC SHS G54950103 240518 518 SH SOLE 0 0 518 CITIZENS FINL GROUP INC COM 174610105 229392 6321 SH SOLE 0 0 6321 NNN REIT INC COM 637417106 226693 5304 SH SOLE 0 0 5304 TJX COS INC NEW COM 872540109 225261 2221 SH SOLE 0 0 2221 ENTERGY CORP NEW COM 29364G103 224359 2123 SH SOLE 0 0 2123 PAYCHEX INC COM 704326107 224167 1825 SH SOLE 0 0 1825 EVERSOURCE ENERGY COM 30040W108 223378 3737 SH SOLE 0 0 3737 DOMINION ENERGY INC COM 25746U109 221503 4503 SH SOLE 0 0 4503 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 220508 3302 SH SOLE 0 0 3302 US BANCORP DEL COM NEW 902973304 213845 4784 SH SOLE 0 0 4784 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 212436 2077 SH SOLE 0 0 2077 DTE ENERGY CO COM 233331107 208581 1860 SH SOLE 0 0 1860 VANGUARD INDEX FDS SML CP GRW ETF 922908595 205969 790 SH SOLE 0 0 790 J P MORGAN EXCHANGE TRADED F US MOMENTUM 46641Q779 201976 3834 SH SOLE 0 0 3834 SEMPRA COM 816851109 201555 2806 SH SOLE 0 0 2806 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 200192 7049 SH SOLE 0 0 7049 FORD MTR CO DEL COM 345370860 164170 12362 SH SOLE 0 0 12362