Free Trial

Coign Capital Advisors LLC Top Holdings and 13F Report (2025)

About Coign Capital Advisors LLC

Investment Activity

  • Coign Capital Advisors LLC has $108.59 million in total holdings as of December 31, 2024.
  • Coign Capital Advisors LLC owns shares of 74 different stocks, but just 33 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofCoign Capital Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$11,629,062110,22810.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,132,70713,8157.5%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$6,490,172282,4276.0%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$5,645,308113,2235.2%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$5,474,012147,4685.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$5,080,71144,0964.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,790,93476,8894.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,740,2478,0854.4%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,851,11039,7433.5%Finance
PTRB
PGIM Total Return Bond ETF
$3,203,56778,1873.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,264,49622,3042.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$2,162,02311,3272.0%ETF
Apple Inc. stock logo
AAPL
Apple
$1,771,3667,0741.6%Computer and Technology
PGIM ETF TR
$1,662,09231,8721.5%JENNISON INT OPP
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,485,65011,0631.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,458,7707,6601.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,437,2246,5511.3%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$1,430,0903,3931.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,401,7112,3941.3%Computer and Technology
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
$1,290,58159,4191.2%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,255,5862,7701.2%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,212,5267,9741.1%Consumer Staples
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$1,119,15614,2301.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,067,76315,1931.0%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,059,7791,1891.0%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$961,7103,0430.9%Business Services
RTX Co. stock logo
RTX
RTX
$832,4907,1940.8%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$813,7382,0150.7%Auto/Tires/Trucks
Broadcom Inc. stock logo
AVGO
Broadcom
$810,9763,4980.7%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$733,46212,7490.7%ETF
Amphenol Co. stock logo
APH
Amphenol
$721,22110,3840.7%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$717,5102,1460.7%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$704,6631,3930.6%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$694,0191,3180.6%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$687,7282,8690.6%Finance
Walmart Inc. stock logo
WMT
Walmart
$673,0927,4490.6%Retail/Wholesale
Morgan Stanley stock logo
MS
Morgan Stanley
$658,8995,2410.6%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$653,45915,6260.6%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$651,4061,2480.6%Medical
American Express stock logo
AXP
American Express
$644,3312,1710.6%Finance
Chubb Limited stock logo
CB
Chubb
$635,7662,3010.6%Finance
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$635,34216,5580.6%ETF
Bank of America Co. stock logo
BAC
Bank of America
$630,94614,3560.6%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$618,8331,1900.6%Medical
The Progressive Co. stock logo
PGR
Progressive
$609,3282,5430.6%Finance
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$602,5681,2840.6%Aerospace
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$599,8447770.6%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$598,2562,6370.6%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$596,1244,1220.5%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$595,9385,5400.5%Oils/Energy
Adobe Inc. stock logo
ADBE
Adobe
$593,2031,3340.5%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$582,5824,6200.5%Transportation
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$580,9412,7350.5%Finance
Chevron Co. stock logo
CVX
Chevron
$578,3463,9930.5%Oils/Energy
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$575,1134850.5%Retail/Wholesale
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$571,4663,7200.5%Computer and Technology
McKesson Co. stock logo
MCK
McKesson
$560,8419840.5%Medical
Comcast Co. stock logo
CMCSA
Comcast
$560,39814,9320.5%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$547,0584,5290.5%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$545,0385,4960.5%Oils/Energy
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$532,2089,2800.5%Computer and Technology
The Cigna Group stock logo
CI
The Cigna Group
$526,5991,9070.5%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$514,8051,7760.5%ETF
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$483,6726790.4%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$434,3861,9230.4%Multi-Sector Conglomerates
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$418,1996,9330.4%Computer and Technology
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$331,7046230.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$301,3921,5920.3%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$258,1888820.2%Business Services
PIMCO ETF TR
$224,6942,4850.2%ACTIVE BD ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$211,1384130.2%Finance
BILL Holdings, Inc. stock logo
BILL
BILL
$204,7442,4170.2%Computer and Technology
Medical Properties Trust, Inc. stock logo
MPW
Medical Properties Trust
$137,04534,6950.1%Finance
Udemy, Inc. stock logo
UDMY
Udemy
$117,42614,2680.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data