The Analysis of Coign Capital Advisors LLC's Holdings
Currently, Coign Capital Advisors LLC holds 81 types of securities in its portfolio with a total value $191.0M. In the most recent quarter, they have increased their positions in EVTR (+37.1K shares, valued at $1.9M), EVIM (+16.4K shares, valued at $869.8K), NFLX (+9.2K shares, valued at $862.6K); decreased their positions in TBIL (-30.0K shares, valued at $1.5M), IVOO (-2.1K shares, valued at $239.8K), SPY (-138 shares, valued at $94.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
EVTR MORGAN STANLEY ETF TRUST335.9K shares12.41%2025-12-312026-01-20
JHCP JOHN HANCOCK EXCHANGE TRADED523.3K shares6.66%2025-12-312026-01-20 PVAL PUTNAM ETF TRUST282.2K shares3.46%2025-12-312026-01-20 CGGR CAPITAL GROUP GROWTH ETF234.5K shares4.07%2025-12-312026-01-20 IVOO VANGUARD ADMIRAL FDS INC92.6K shares-2.26%2025-12-312026-01-20 TBIL RBB FD INC188.4K shares-13.72%2025-12-312026-01-20 IVV ISHARES TR13.3K shares3.77%2025-12-312026-01-20 GOVT ISHARES TR326.4K shares4.06%2025-12-312026-01-20 PAB PGIM ETF TR173.8K shares7.36%2025-12-312026-01-20 CGMM CAPITAL GROUP EQUITY ETF TR254.9K shares9.71%2025-12-312026-01-20 IJH ISHARES TR100.2K shares11.22%2025-12-312026-01-20 IJR ISHARES TR45.7K shares-0.16%2025-12-312026-01-20 AGG ISHARES TR51.3K shares3.94%2025-12-312026-01-20 EVIM MORGAN STANLEY ETF TRUST91.5K shares21.82%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR5.5K shares-2.43%2025-12-312026-01-20 IVW ISHARES TR25.8K shares2.15%2025-12-312026-01-20 IVE ISHARES TR14.0K shares2.35%2025-12-312026-01-20 ALPHABET INC ALPHABET INC7.3K shares0.01%2025-12-312026-01-20 PJIO PGIM ETF TR37.4K shares6.37%2025-12-312026-01-20 AAPL APPLE INC7.1K shares0.43%2025-12-312026-01-20 MSFT MICROSOFT CORP3.5K shares12.58%2025-12-312026-01-20 HYG ISHARES TR20.6K shares1.16%2025-12-312026-01-20 NVDA NVIDIA CORPORATION8.8K shares0.79%2025-12-312026-01-20 IEFA ISHARES TR16.2K shares1.30%2025-12-312026-01-20 AMZN AMAZON COM INC6.0K shares0.08%2025-12-312026-01-20 META META PLATFORMS INC2.0K shares1.46%2025-12-312026-01-20 EEM ISHARES TR18.6K shares3.54%2025-12-312026-01-20 V VISA INC2.8K shares1.90%2025-12-312026-01-20 NFLX NETFLIX INC10.2K shares916.33%2025-12-312026-01-20 APH AMPHENOL CORP NEW7.1K shares0.54%2025-12-312026-01-20 WMT WALMART INC8.4K shares1.70%2025-12-312026-01-20 LLY ELI LILLY & CO866 shares1.29%2025-12-312026-01-20 TSLA TESLA INC2.1K shares-0.29%2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC4.3K shares0.42%2025-12-312026-01-20 AXP AMERICAN EXPRESS CO2.4K shares1.26%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON4.2K shares1.53%2025-12-312026-01-20 BAC BANK AMERICA CORP15.6K shares1.80%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.2.7K shares2.04%2025-12-312026-01-20 MS MORGAN STANLEY4.8K shares1.71%2025-12-312026-01-20 MCK MCKESSON CORP1.0K shares1.38%2025-12-312026-01-20 PTRB PGIM ETF TR19.9K shares-4.78%2025-12-312026-01-20 CSCO CISCO SYS INC10.6K shares2.79%2025-12-312026-01-20 ISRG INTUITIVE SURGICAL INC1.4K shares1.84%2025-12-312026-01-20 TMO THERMO FISHER SCIENTIFIC INC1.4K shares0.73%2025-12-312026-01-20 ABBV ABBVIE INC3.5K shares8.19%2025-12-312026-01-20 NOC NORTHROP GRUMMAN CORP1.4K shares1.76%2025-12-312026-01-20 CB CHUBB LIMITED2.5K shares2.51%2025-12-312026-01-20 ADI ANALOG DEVICES INC2.9K shares3.14%2025-12-312026-01-20 PEP PEPSICO INC5.3K shares1.63%2025-12-312026-01-20 QCOM QUALCOMM INC4.4K shares2.25%2025-12-312026-01-20 XOM EXXON MOBIL CORP6.2K shares2.38%2025-12-312026-01-20 BROADCOM INC BROADCOM INC2.1K shares1.52%2025-12-312026-01-20 MA MASTERCARD INCORPORATED1.3K shares2.22%2025-12-312026-01-20 UBER UBER TECHNOLOGIES INC8.8K shares8.03%2025-12-312026-01-20 CRM SALESFORCE INC2.6K shares1.69%2025-12-312026-01-20 ABT ABBOTT LABS5.6K shares2.82%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC2.1K shares-2.73%2025-12-312026-01-20 SPEM SPDR INDEX SHS FDS14.8K shares-6.84%2025-12-312026-01-20 SCHW SCHWAB CHARLES CORP6.8K shares3.63%2025-12-312026-01-20 PM PHILIP MORRIS INTL INC4.2K shares10.43%2025-12-312026-01-20 ADBE ADOBE INC1.9K shares2.73%2025-12-312026-01-20 ORLY OREILLY AUTOMOTIVE INC7.2K shares2.94%2025-12-312026-01-20 COP CONOCOPHILLIPS6.9K shares3.23%2025-12-312026-01-20 PGR PROGRESSIVE CORP2.8K shares3.47%2025-12-312026-01-20 HON HONEYWELL INTL INC3.2K shares3.42%2025-12-312026-01-20 INTU INTUIT928 shares4.04%2025-12-312026-01-20 VTI VANGUARD INDEX FDS1.8K shares-0.23%2025-12-312026-01-20 MMC MARSH & MCLENNAN COS INC3.2K shares3.19%2025-12-312026-01-20 FSK FS KKR CAP CORP40.0K shares-2.43%2025-12-312026-01-20 ALPHABET INC ALPHABET INC1.7K shares0.06%2025-12-312026-01-20 NOW SERVICENOW INC3.5K shares422.39%2025-12-312026-01-20 RTX RTX CORPORATION2.0K shares-0.46%2025-12-312026-01-20 AMP AMERIPRISE FINL INC623 shares0.00%2025-12-312026-01-20 CAH CARDINAL HEALTH INC1.5K shares0.00%2025-12-312026-01-20 MPW MEDICAL PPTYS TRUST INC49.2K shares31.60%2025-12-312026-01-20 ADP AUTOMATIC DATA PROCESSING IN882 shares0.00%2025-12-312026-01-20 HIVE HIVE DIGITAL TECHNOLOGIES LT10.0K shares0.00%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available