Coign Capital Advisors LLC Portfolio Holdings

Coign Capital Advisors LLC

  • $109 Billion
  • Q4 2024

Coign Capital Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P Mid Cap 400 ETF with a value of $11.6B, Ishares Core S&P 500 ETF with a value of $8.13B, Ishares U.S. Treasury Bond ETF with a value of $6.49B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $5.65B, and Putnam ETF Tr Putnam Focused L with a value of $5.47B.

Examining the 13F form we can see an increase of $109B in the current position value.

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 $109 Billion
ETFs: $57.5 Billion
Technology: $9.8 Billion
Financial Services: $8.98 Billion
Healthcare: $5.34 Billion
Communication Services: $4.78 Billion
Consumer Cyclical: $2.83 Billion
Industrials: $2.71 Billion
Consumer Defensive: $2 Billion
Other: $1.86 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.29 Billion 1.19% of portfolio
59,419
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $109 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 74 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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