Coign Capital Advisors LLC Top Holdings and 13F Report (2025) About Coign Capital Advisors LLCInvestment ActivityCoign Capital Advisors LLC has $147.72 million in total holdings as of June 30, 2025.Coign Capital Advisors LLC owns shares of 78 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 11.42% of the portfolio was purchased this quarter.About 3.51% of the portfolio was sold this quarter.This quarter, Coign Capital Advisors LLC has purchased 76 new stocks and bought additional shares in 61 stocks.Coign Capital Advisors LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings JOHN HANCOCK EXCHANGE TRADED $11,222,139Vanguard S&P Mid-Cap 400 ETF $10,785,969MORGAN STANLEY ETF TRUST $10,642,370Capital Group Growth ETF $9,292,021iShares Core S&P 500 ETF $7,880,381 Largest New Holdings this Quarter 14020G101 - Capital Group Growth ETF $9,292,021 Holding46090E103 - Invesco QQQ $205,210 Holding433921103 - HIVE Digital Technologies $18,000 Holding Largest Purchases this Quarter Capital Group Growth ETF 228,586 shares (about $9.29M)Putnam Focused Large Cap Value ETF 29,794 shares (about $1.20M)MORGAN STANLEY ETF TRUST 17,222 shares (about $884.18K)MORGAN STANLEY ETF TRUST 16,976 shares (about $863.57K)JOHN HANCOCK EXCHANGE TRADED 33,980 shares (about $853.51K) Largest Sales this Quarter PGIM Total Return Bond ETF 26,099 shares (about $1.09M)US Treasury 3 Month Bill ETF 20,165 shares (about $1.01M)SPDR S&P 500 ETF Trust 1,627 shares (about $1.01M)iShares Core S&P 500 ETF 1,040 shares (about $645.73K)iShares U.S. Treasury Bond ETF 23,472 shares (about $539.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCoign Capital Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJOHN HANCOCK EXCHANGE TRADED$11,222,139$853,513 ▲8.2%446,7757.6%CORE PLUS BONDIVOOVanguard S&P Mid-Cap 400 ETF$10,785,969$127,656 ▼-1.2%102,7437.3%ETFMORGAN STANLEY ETF TRUST$10,642,370$863,570 ▲8.8%209,2077.2%EATON VANCE TOTACGGRCapital Group Growth ETF$9,292,021$9,292,021 ▲New Holding228,5866.3%ETFIVViShares Core S&P 500 ETF$7,880,381$645,729 ▼-7.6%12,6925.3%ETFTBILUS Treasury 3 Month Bill ETF$7,869,761$1,008,149 ▼-11.4%157,4115.3%ETFPVALPutnam Focused Large Cap Value ETF$7,427,343$1,198,613 ▲19.2%184,6225.0%ETFGOVTiShares U.S. Treasury Bond ETF$6,128,766$539,387 ▼-8.1%266,7004.1%ETFIJHiShares Core S&P Mid-Cap ETF$5,480,450$556,877 ▲11.3%88,3663.7%ETFIJRiShares Core S&P Small-Cap ETF$5,217,295$569,511 ▲12.3%47,7383.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,750,352$262,382 ▲5.8%47,8873.2%FinanceSPYSPDR S&P 500 ETF Trust$3,775,400$1,005,496 ▼-21.0%6,1092.6%FinanceIVWiShares S&P 500 Growth ETF$2,796,644$163,498 ▲6.2%25,4011.9%ETFIVEiShares S&P 500 Value ETF$2,642,645$238,997 ▲9.9%13,5231.8%ETFPTRBPGIM Total Return Bond ETF$2,183,568$1,091,721 ▼-33.3%52,2011.5%ETFPGIM ETF TR$2,043,538$194,032 ▲10.5%32,7861.4%JENNISON INT OPPMORGAN STANLEY ETF TRUST$1,854,251$884,179 ▲91.1%36,1171.3%EATON VANCE INTEMSFTMicrosoft$1,797,590$49,740 ▲2.8%3,6141.2%Computer and TechnologyMETAMeta Platforms$1,563,275$73,809 ▲5.0%2,1181.1%Computer and TechnologyNVDANVIDIA$1,544,353$212,497 ▼-12.1%9,7751.0%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,542,327$77,020 ▲5.3%19,1241.0%ETFAAPLApple$1,482,895$18,670 ▲1.3%7,2281.0%Computer and TechnologyNFLXNetflix$1,478,4000.0%1,1041.0%Consumer DiscretionaryGOOGAlphabet$1,421,781$22,351 ▲1.6%8,0151.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,385,420$27,548 ▲2.0%16,5960.9%ETFAMZNAmazon.com$1,350,784$878 ▲0.1%6,1570.9%Retail/WholesalePEPPepsiCo$1,154,162$26,672 ▲2.4%8,7410.8%Consumer StaplesFSKFS KKR Capital$1,052,572$46,103 ▼-4.2%50,4110.7%FinanceAPHAmphenol$1,042,952$11,456 ▲1.1%10,5610.7%Computer and TechnologyVVisa$1,026,805$11,717 ▲1.2%2,8920.7%Business ServicesRTXRTX$979,064$11,244 ▲1.2%6,7050.7%AerospaceAVGOBroadcom$904,132$14,334 ▲1.6%3,2800.6%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$864,774$22,818 ▲2.7%17,9260.6%FinanceJPMJPMorgan Chase & Co.$827,403$10,147 ▲1.2%2,8540.6%FinanceUBERUber Technologies$751,532$12,875 ▲1.7%8,0550.5%Computer and TechnologyAMDAdvanced Micro Devices$739,867$14,900 ▲2.1%5,2140.5%Computer and TechnologyTSLATesla$729,030$34,307 ▲4.9%2,2950.5%Auto/Tires/TrucksMAMastercard$728,836$8,429 ▲1.2%1,2970.5%Business ServicesWMTWalmart$710,274$9,094 ▲1.3%7,2640.5%Retail/WholesaleBACBank of America$701,235$14,433 ▲2.1%14,8190.5%FinanceSPEMSPDR Portfolio Emerging Markets ETF$700,997$6,197 ▼-0.9%16,4010.5%ETFAXPAmerican Express$698,885$12,121 ▲1.8%2,1910.5%FinanceMSMorgan Stanley$697,116$13,663 ▲2.0%4,9490.5%FinanceISRGIntuitive Surgical$686,327$10,868 ▲1.6%1,2630.5%MedicalMCKMcKesson$685,924$8,061 ▲1.2%9360.5%MedicalBRK.BBerkshire Hathaway$667,934$101,526 ▲17.9%1,3750.5%FinanceCBChubb$658,346$8,983 ▲1.4%2,2720.4%FinanceCICigna Group$654,548$9,587 ▲1.5%1,9800.4%MedicalPGRProgressive$648,203$10,141 ▲1.6%2,4290.4%FinanceNOCNorthrop Grumman$646,974$8,500 ▲1.3%1,2940.4%AerospaceORLYO'Reilly Automotive$635,957$593,956 ▲1,414.2%7,0560.4%Retail/WholesaleXOMExxon Mobil$618,664$13,367 ▲2.2%5,7390.4%EnergyQCOMQUALCOMM$616,336$13,378 ▲2.2%3,8700.4%Computer and TechnologyLLYEli Lilly and Company$615,049$14,032 ▲2.3%7890.4%MedicalJNJJohnson & Johnson$614,666$11,609 ▲1.9%4,0240.4%MedicalCRMSalesforce$608,411$13,090 ▲2.2%2,2310.4%Computer and TechnologyMMCMarsh & McLennan Companies$605,414$12,025 ▲2.0%2,7690.4%FinanceHONHoneywell International$594,077$13,041 ▲2.2%2,5510.4%Multi-Sector ConglomeratesADBEAdobe$592,313$12,380 ▲2.1%1,5310.4%Computer and TechnologyABTAbbott Laboratories$581,579$15,505 ▲2.7%4,2760.4%MedicalCMCSAComcast$568,149$11,564 ▲2.1%15,9190.4%Consumer DiscretionaryADIAnalog Devices$566,488$24,992 ▲4.6%2,3800.4%Computer and TechnologyCVXChevron$561,448$13,889 ▲2.5%3,9210.4%EnergyVTIVanguard Total Stock Market ETF$539,9270.0%1,7760.4%ETFJEPIJPMorgan Equity Premium Income ETF$527,795$28,596 ▼-5.1%9,2840.4%ETFCOPConocoPhillips$524,710$13,371 ▲2.6%5,8470.4%EnergyUPSUnited Parcel Service$504,599$13,223 ▲2.7%4,9990.3%TransportationTMOThermo Fisher Scientific$502,184$14,591 ▲3.0%1,2390.3%MedicalBDXBecton, Dickinson and Company$463,697$13,780 ▲3.1%2,6920.3%MedicalUNHUnitedHealth Group$418,352$39,932 ▲10.6%1,3410.3%MedicalREGNRegeneron Pharmaceuticals$407,925$14,700 ▲3.7%7770.3%MedicalAMPAmeriprise Financial$332,5140.0%6230.2%FinanceGOOGLAlphabet$307,914$27,319 ▲9.7%1,7470.2%Computer and TechnologyADPAutomatic Data Processing$272,626$617 ▲0.2%8840.2%Computer and TechnologyCAHCardinal Health$244,4400.0%1,4550.2%MedicalQQQInvesco QQQ$205,210$205,210 ▲New Holding3720.1%FinanceMPWMedical Properties Trust$157,181$7,646 ▲5.1%36,4690.1%FinanceHIVEHIVE Digital Technologies$18,000$18,000 ▲New Holding10,0000.0%FinanceMCHPMicrochip Technology$0$468,948 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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