The Changing Landscape of Pinion Investment Advisors: A Look at Q3 2022 vs. Q4 2022 Holdings Comparison
Ava Hoppe | 24 April, 2023
As the investment world continues to evolve, so do the holdings of Pinion Investment Advisors, LLC. In this blog post, we will take a deep dive into the Q3 2022 vs. Q4 2022 13F Holdings Comparison, highlighting the changes in holdings made by Pinion Investment Advisors, LLC.
Pinion Investment Advisors, LLC made several changes in their portfolios across multiple sectors. The most significant increase seen this quarter was in the Vanguard Index Funds ETFs, with VOO and VTI showing up in the top five holdings. The firm bought 3,165,903 shares of these ETFs, increasing the value of the holding by $3,295,635. The sector that saw the most significant decrease was JP Morgan Exchange Traded Funds, where the firm sold 41,632 shares. The value of this holding decreased by $209,471.
Let's take a closer look at the top ten stocks that saw significant changes in holdings by Pinion Investment Advisors, LLC.
Microsoft (MSFT) saw the most significant decrease in holdings. The firm sold 3,425,103 shares, and the value of this holding decreased by $7,445,198. This represents a percentage change of almost 26%.
Meanwhile, USMV (iShares Trust) saw the most significant increase in holdings, with the firm buying 10,000,000 shares. This transaction saw the value increase by $821,238, representing a percentage change of almost 87%.
Here are the top ten stocks that saw significant changes in holdings:
1. Microsoft (MSFT): Decrease of 26%
2. Apple Inc (AAPL): Decrease of 35%
3. Amazon.com Inc (AMZN): Decrease of 54%
4. USMV (iShares Trust): Increase of 87%
5. JP Morgan Exchange Traded Funds (JPST): Decrease of 16%
6. Vanguard Index Funds (VOO): Increase of 17%
7. Thermo Fisher Scientific Inc (TMO): Decrease of 12.7%
8. iShares Trust (DVY): Increase of 54%
9. SPDR Ser Tr (SPLG): Increase of 2.2%
10. Berkshire Hathaway Inc Del (BRK-B): Increase of 10.1%
Looking at these top ten stocks' changes, it is clear that Pinion Investment Advisors, LLC has been increasing their holdings in ETFs while reducing their stake in tech stocks. This shift in focus suggests that the firm is bullish on ETFs, while the tech sector is seen as overpriced.
In conclusion, the changes in holdings made by Pinion Investment Advisors, LLC suggests a shift in focus, with an increased interest in ETFs and less interest in the tech sector. It will be interesting to see how this trend plays out in the future and if other investment firms will follow suit.
Other Posts
- Navigating the Shifts: A Comprehensive Analysis of Cavalier Investments' Strategy Evolution
- The Rise and Fall of Ironsides Partners LLC Q2 2018 vs. Q3 2018 Holdings
- Punch Card Management unveils Q3-Q4 2022 13F Holdings Comparison Report, indicating reshaping of holdings to stay ahead.
- Options Technology and Systemathics Revolutionize Trading with Next Generation Market Data Solution
- Analyzing Spruce House's Q3 vs. Q4 2022 Holdings: Shifts and Trends in the Investment Portfolio
- Exploring the Financial Landscape: A Detailed Analysis of Fund Holdings Shifts Between Q4 2023 and Q1 2024
- Aubrey Capital Management Ltd Q4 2022 vs. Q1 2023: A Look at the Latest 13F Holdings Shifts
- Clarius Group, LLC Q4 Holdings Report: Analyzing the Latest Changes in Portfolio
- Investing Insights: Squar Milner's Q2 2020 vs. Q3 2020 13F Holdings Comparison
- Value Holdings Management Co. LLC Q2 2023 vs. Q3 2023: A Look at the Changing Landscape of 13F Holdings