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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$8.88 Billion 6.83% of portfolio
-
Q1 2025 Added 56.84%
$3.39T
$1.59 Billion 1.22% of portfolio
7,137
Q1 2025 Added 0.89%
$3.75T
$1.32 Billion 1.01% of portfolio
3,514
Q1 2025 Added 3.57%
$185B
$1.28 Billion 0.98% of portfolio
8,539
Q1 2025 Added 7.09%
$1.08T
$1.23 Billion 0.95% of portfolio
7,889
Q1 2025 Added 2.99%
$406B
$1.21 Billion 0.93% of portfolio
11,120
Q1 2025 Added 0.52%
$2.27T
$1.17 Billion 0.9% of portfolio
6,153
Q1 2025 Reduced 6.08%
$1.62T
$1.16 Billion 0.89% of portfolio
2,018
Q1 2025 Reduced 15.71%
$0
$1.11 Billion 0.85% of portfolio
52,619
Q1 2025 Reduced 11.44%
$573B
$1.03 Billion 0.79% of portfolio
1,104
Q1 2025 Reduced 7.15%
$585B
$1 Billion 0.77% of portfolio
2,859
Q1 2025 Reduced 6.05%
$215B
$878 Million 0.68% of portfolio
6,628
Q1 2025 Reduced 7.87%
$539B
$703 Million 0.54% of portfolio
1,282
Q1 2025 Reduced 2.73%
$58.4B
$685 Million 0.53% of portfolio
10,445
Q1 2025 Added 0.59%
$831B
$692 Million 0.53% of portfolio
2,819
Q1 2025 Reduced 1.74%
$116B
$677 Million 0.52% of portfolio
2,241
Q1 2025 Reduced 2.61%
$106B
$662 Million 0.51% of portfolio
2,714
Q1 2025 Reduced 0.77%
$474B
$668 Million 0.51% of portfolio
5,615
Q1 2025 Added 1.35%
$5.81B
$668 Million 0.51% of portfolio
466
Q1 2025 Reduced 3.92%
$78.2B
$654 Million 0.5% of portfolio
1,277
Q1 2025 Reduced 0.55%
$409B
$655 Million 0.5% of portfolio
3,948
Q1 2025 Reduced 4.22%
$94.5B
$642 Million 0.49% of portfolio
1,951
Q1 2025 Added 2.31%
$300B
$640 Million 0.49% of portfolio
3,824
Q1 2025 Reduced 4.23%
$748B
$637 Million 0.49% of portfolio
771
Q1 2025 Reduced 0.77%
$283B
$635 Million 0.49% of portfolio
1,213
Q1 2025 Reduced 12.92%
$631B
$621 Million 0.48% of portfolio
1,166
Q1 2025 Reduced 57.91%
$105B
$623 Million 0.48% of portfolio
925
Q1 2025 Reduced 6.0%
$263B
$630 Million 0.48% of portfolio
7,171
Q1 2025 Reduced 3.73%
$376B
$606 Million 0.47% of portfolio
14,514
Q1 2025 Added 1.1%
$187B
$616 Million 0.47% of portfolio
1,243
Q1 2025 Reduced 0.4%
$120B
$598 Million 0.46% of portfolio
5,698
Q1 2025 Added 3.68%
$50.1B
$598 Million 0.46% of portfolio
2,612
Q1 2025 Reduced 0.95%
$165B
$598 Million 0.46% of portfolio
1,203
Q1 2025 Added 1.09%
$271B
$586 Million 0.45% of portfolio
2,183
Q1 2025 Added 1.72%
$179B
$582 Million 0.45% of portfolio
3,786
Q1 2025 Added 1.77%
$237B
$579 Million 0.45% of portfolio
2,153
Q1 2025 Reduced 0.83%
$191B
$577 Million 0.44% of portfolio
7,917
Q1 2025 Added 14.19%
$174B
$575 Million 0.44% of portfolio
1,499
Q1 2025 Added 12.37%
$934B
$567 Million 0.44% of portfolio
2,187
Q1 2025 Added 8.54%
$240B
$566 Million 0.44% of portfolio
4,852
Q1 2025 Reduced 7.42%
$157B
$575 Million 0.44% of portfolio
15,595
Q1 2025 Added 4.44%
$113B
$540 Million 0.42% of portfolio
3,228
Q1 2025 Reduced 7.72%
$233B
$552 Million 0.42% of portfolio
4,162
Q1 2025 New
$74.5B
$535 Million 0.41% of portfolio
4,868
Q1 2025 Added 5.37%
$160B
$528 Million 0.41% of portfolio
2,495
Q1 2025 Added 29.75%
$223B
$525 Million 0.4% of portfolio
5,109
Q1 2025 Added 12.81%
$59.2B
$475 Million 0.37% of portfolio
749
Q1 2025 Added 10.31%
$41.3B
$469 Million 0.36% of portfolio
9,687
Q1 2025 Added 4.39%
$125B
$459 Million 0.35% of portfolio
2,275
Q1 2025 New

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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