Coign Capital Advisors LLC Portfolio Holdings

Coign Capital Advisors LLC

  • $130 Billion
  • Q1 2025

Coign Capital Advisors LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: John Hancock Exchange Traded with a value of $10.4B, Vanguard S&P Mid Cap 400 ETF with a value of $10.3B, Morgan Stanley ETF Trust with a value of $9.73B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $8.88B, and Ishares Core S&P 500 ETF with a value of $7.72B.

Examining the 13F form we can see an increase of $21.4B in the current position value, from $109B to 130B.

Coign Capital Advisors LLC is based out at Draper, UT

Below you can find more details about Coign Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
ETFs: $55.5 Billion
Technology: $9.11 Billion
Financial Services: $8.19 Billion
Healthcare: $6.23 Billion
Communication Services: $4.25 Billion
Industrials: $2.87 Billion
Consumer Cyclical: $2.41 Billion
Consumer Defensive: $1.91 Billion
Other: $2.12 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $130 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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