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Coign Capital Advisors Llc

13F Holdings
Filed: 2025-05-09
Portfolio Value
130.01M arrow_upward 19.72%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0002056441
Filing Date
2025-05-09 16:46:42
Address
12012 S 700 E, #100
Draper
UT
Prior Value
108.59M
Top 10 Holdings %
lock
Portfolio Value
Coign Capital Advisors Llc
(13F - 2025-03-31)
John Hancock Exchange Traded
-
2025-05-09
Value
10.37M
Shares
412.80K
Portfolio %
7.98%
Vanguard Admiral Fds Inc
IVOO
2025-05-09
Value
10.26M
Shares
103.96K
Portfolio %
7.89%
Morgan Stanley Etf Trust
EVTR
2025-05-09
Value
9.73M
Shares
192.23K
Portfolio %
7.49%
Rbb Fd Inc
TBIL
2025-05-09
Value
8.88M
Shares
177.58K
Portfolio %
6.83%
Ishares Tr
IVV
2025-05-09
Value
7.72M
Shares
13.73K
Portfolio %
5.94%
Ishares Tr
GOVT
2025-05-09
Value
6.67M
Shares
290.17K
Portfolio %
5.13%
Putnam Etf Trust
PVAL
2025-05-09
Value
5.90M
Shares
154.83K
Portfolio %
4.54%
Ishares Tr
IJH
2025-05-09
Value
4.63M
Shares
79.39K
Portfolio %
3.56%
Ishares Tr
AGG
2025-05-09
Value
4.48M
Shares
45.24K
Portfolio %
3.44%
Ishares Tr
IJR
2025-05-09
Value
4.45M
Shares
42.53K
Portfolio %
3.42%
Top Increases | Coign Capital Advisors Llc
(2024-12-31 → 2025-03-31)
Rbb Fd Inc
TBIL
2025-05-09
Value Change
arrow_upward 3.24M
Shares
arrow_upward 64.35K
Portfolio % Change
arrow_upward 1.63%
Portfolio %
6.83%
Ishares Tr
HYG
2025-05-09
Value Change
arrow_upward 314.18K
Shares
arrow_upward 3.94K
Portfolio % Change
arrow_upward 0.07%
Portfolio %
1.10%
Uber Technologies Inc
UBER
2025-05-09
Value Change
arrow_upward 158.63K
Shares
arrow_upward 984.00
Portfolio % Change
arrow_upward 0.06%
Portfolio %
0.44%
Medical Pptys Trust Inc
MPW
2025-05-09
Value Change
arrow_upward 72.17K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.03%
Portfolio %
0.16%
The Cigna Group
CI
2025-05-09
Value Change
arrow_upward 115.28K
Shares
arrow_upward 44.00
Portfolio % Change
arrow_upward 0.01%
Portfolio %
0.49%
Honeywell Intl Inc
HON
2025-05-09
Value Change
arrow_upward 93.93K
Shares
arrow_upward 572.00
Portfolio % Change
arrow_upward 0.01%
Portfolio %
0.41%
Top Decreases | Coign Capital Advisors Llc
(2024-12-31 → 2025-03-31)
Ishares Tr
EEM
2025-05-09
Value Change
arrow_downward 109.22K
Shares
arrow_downward 1.83K
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.59%
Oreilly Automotive Inc
ORLY
2025-05-09
Value Change
arrow_downward 92.47K
Shares
arrow_downward -19.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.51%
Marsh & Mclennan Cos Inc
MMC
2025-05-09
Value Change
arrow_downward 81.36K
Shares
arrow_downward -21.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.51%
Automatic Data Processing In
ADP
2025-05-09
Value Change
arrow_downward 11.29K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.21%
Exxon Mobil Corp
XOM
2025-05-09
Value Change
arrow_downward 71.85K
Shares
arrow_downward 75.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.51%
Ishares Tr
IEFA
2025-05-09
Value Change
arrow_downward 162.76K
Shares
arrow_downward 1.07K
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.95%
Mckesson Corp
MCK
2025-05-09
Value Change
arrow_downward 61.72K
Shares
arrow_downward -59.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.48%
Chevron Corp New
CVX
2025-05-09
Value Change
arrow_downward 61.37K
Shares
arrow_downward -169.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.49%
Progressive Corp
PGR
2025-05-09
Value Change
arrow_downward 67.35K
Shares
arrow_downward -152.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.52%
Conocophillips
COP
2025-05-09
Value Change
arrow_downward 53.37K
Shares
arrow_downward 202.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.46%
Coign Capital Advisors Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Coign Capital Advisors Llc
(2024-12-31 → 2025-03-31)
John Hancock Exchange Traded
-
2025-05-09
Value
add_circle 10.37M
Shares
412.80K
Portfolio %
7.98%
% Change
7.98%
Morgan Stanley Etf Trust
EVTR
2025-05-09
Value
add_circle 9.73M
Shares
192.23K
Portfolio %
7.49%
% Change
7.49%
Morgan Stanley Etf Trust
EVIM
2025-05-09
Value
add_circle 974.13K
Shares
18.89K
Portfolio %
0.75%
% Change
0.75%
Abbott Labs
ABT
2025-05-09
Value
add_circle 552.09K
Shares
4.16K
Portfolio %
0.42%
% Change
0.42%
Analog Devices Inc
ADI
2025-05-09
Value
add_circle 458.80K
Shares
2.27K
Portfolio %
0.35%
% Change
0.35%
Cardinal Health Inc
CAH
2025-05-09
Value
add_circle 200.46K
Shares
1.46K
Portfolio %
0.15%
% Change
0.15%
Closed Positions | Coign Capital Advisors Llc
(2024-12-31 → 2025-03-31)
Bill Holdings Inc
-
2025-02-13
Value
remove_circle 204.74K
Shares
2.42K
Previous %
0.62%
% Change
-0.62%
Invesco Qqq Tr
-
2025-02-13
Value
remove_circle 211.14K
Shares
413.00
Previous %
0.62%
% Change
-0.62%
Pimco Etf Tr
-
2025-02-13
Value
remove_circle 224.69K
Shares
2.48K
Previous %
0.62%
% Change
-0.62%
Udemy Inc
-
2025-02-13
Value
remove_circle 117.43K
Shares
14.27K
Previous %
0.62%
% Change
-0.62%