Coign Capital Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Coign Capital Advisors LLC reported 74 stock positions worth $108.6 million. Its top holding was Vanguard S&P Mid-Cap 400 ETF (IVOO) at 10.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.5%) and iShares US Treasury Bond ETF (GOVT, 6.0%).
- Most Recent 13F
- Q2 2026
- Location
- Draper, UT
- CIK
- 0002056441
- Portfolio Value
- $108.6M (Q4 2024)
- SEC Filing
- 0001172661-25-000747 ↗ filed Feb 13, 2025
Holdings Value
Holdings 74 stocks · $108.6M
| IVOO Vanguard S&P Mid-Cap 400 ETF | 10.71% | 110,228 | $11.6M | — |
| IVV iShares Core S&P 500 ETF | 7.49% | 13,815 | $8.1M | — |
| GOVT iShares US Treasury Bond ETF | 5.98% | 282,427 | $6.5M | — |
| TBIL F/M US Treasury 3 Month Bill | 5.20% | 113,223 | $5.6M | — |
| PVAL Putnam Focused LRG Cap Value | 5.04% | 147,468 | $5.5M | — |
| IJR iShares Core S&P Small-Cap E | 4.68% | 44,096 | $5.1M | — |
| IJH iShares Core S&P Midcap ETF | 4.41% | 76,889 | $4.8M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.37% | 8,085 | $4.7M | — |
| AGG iShares Core U.S. Aggregate | 3.55% | 39,743 | $3.9M | — |
| PTRB Pgim Total Return Bond ETF | 2.95% | 78,187 | $3.2M | — |
| IVW iShares S&P 500 Growth ETF | 2.09% | 22,304 | $2.3M | — |
| IVE iShares S&P 500 Value ETF | 1.99% | 11,327 | $2.2M | — |
| AAPL Apple Inc. | 1.63% | 7,074 | $1.8M | — |
| PJIO Pgim JNSN FCSD Int Eq ETF-Ui | 1.53% | 31,872 | $1.7M | — |
| NVDA Nvidia Corp. | 1.37% | 11,063 | $1.5M | — |
| GOOG Alphabet Inc. Class C | 1.34% | 7,660 | $1.5M | — |
| AMZN Amazon.com Inc. | 1.32% | 6,551 | $1.4M | — |
| MSFT Microsoft Corp. | 1.32% | 3,393 | $1.4M | — |
| META Meta Platforms Inc. Class A | 1.29% | 2,394 | $1.4M | — |
| FSK FS KKR Capital Corp. | 1.19% | 59,419 | $1.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 2,770 | $1.3M | — |
| PEP Pepsico Inc. | 1.12% | 7,974 | $1.2M | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.03% | 14,230 | $1.1M | — |
| IEFA iShares Core MSCI Eafe ETF | 0.98% | 15,193 | $1.1M | — |
| NFLX Netflix Inc. | 0.98% | 1,189 | $1.1M | — |
| V Visa Inc. Class A | 0.89% | 3,043 | $962K | — |
| RTX RTX Corp. | 0.77% | 7,194 | $832K | — |
| TSLA Tesla Inc. | 0.75% | 2,015 | $814K | — |
| AVGO Broadcom Inc. | 0.75% | 3,498 | $811K | — |
| JEPI JPMorgan Equity Premium Inco | 0.68% | 12,749 | $733K | — |
| APH Amphenol Corp. Class A | 0.66% | 10,384 | $721K | — |
| CRM Salesforce Inc. | 0.66% | 2,146 | $718K | — |
| UNH Unitedhealth Group Inc. | 0.65% | 1,393 | $705K | — |
| MA Mastercard Inc. Class A | 0.64% | 1,318 | $694K | — |
| JPM JPMorgan Chase & Co. | 0.63% | 2,869 | $688K | — |
| WMT Walmart Inc. | 0.62% | 7,449 | $673K | — |
| MS Morgan Stanley | 0.61% | 5,241 | $659K | — |
| EEM iShares MSCI Emerging Market | 0.60% | 15,626 | $653K | — |
| ISRG Intuitive Surgical Inc. | 0.60% | 1,248 | $651K | — |
| AXP American Express Co. | 0.59% | 2,171 | $644K | — |
| CB Chubb Ltd. | 0.59% | 2,301 | $636K | — |
| SPEM State Street SP PTF Em ETF | 0.59% | 16,558 | $635K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 14,356 | $631K | — |
| TMO Thermo Fisher Scientific Inc. | 0.57% | 1,190 | $619K | — |
| PGR Progressive Corp. | 0.56% | 2,543 | $609K | — |
| NOC Northrop Grumman Corp. | 0.55% | 1,284 | $603K | — |
| LLY Eli Lilly & Co. | 0.55% | 777 | $600K | — |
| BDX Becton Dickinson and Co. | 0.55% | 2,637 | $598K | — |
| JNJ Johnson & Johnson | 0.55% | 4,122 | $596K | — |
| XOM Exxon Mobil Corp. | 0.55% | 5,540 | $596K | — |
| ADBE Adobe Inc. | 0.55% | 1,334 | $593K | — |
| UPS United Parcel Service Class B | 0.54% | 4,620 | $583K | — |
| MRSH Marsh & McLennan Cos | 0.54% | 2,735 | $581K | — |
| CVX Chevron Corp. | 0.53% | 3,993 | $578K | — |
| ORLY O'reilly Automotive Inc. | 0.53% | 485 | $575K | — |
| QCOM Qualcomm Inc. | 0.53% | 3,720 | $571K | — |
| MCK McKesson Corp. | 0.52% | 984 | $561K | — |
| CMCSA Comcast Corp. Class A | 0.52% | 14,932 | $560K | — |
| AMD Advanced Micro Devices | 0.50% | 4,529 | $547K | — |
| COP Conocophillips | 0.50% | 5,496 | $545K | — |
| MCHP Microchip Technology Inc. | 0.49% | 9,280 | $532K | — |
| CI The Cigna Group | 0.48% | 1,907 | $527K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 1,776 | $515K | — |
| REGN Regeneron Pharmaceuticals | 0.45% | 679 | $484K | — |
| HON Honeywell International Inc. | 0.40% | 1,923 | $434K | — |
| UBER Uber Technologies Inc. | 0.39% | 6,933 | $418K | — |
| AMP Ameriprise Financial Inc. | 0.31% | 623 | $332K | — |
| GOOGL Alphabet Inc. Class A | 0.28% | 1,592 | $301K | — |
| ADP Automatic Data Processing | 0.24% | 882 | $258K | — |
| BOND PIMCO Active Bond Exchange-T | 0.21% | 2,485 | $225K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 413 | $211K | — |
| BILL Bill Holdings Inc. | 0.19% | 2,417 | $205K | — |
| MPT Medical Properties Trust Inc. | 0.13% | 34,695 | $137K | — |
| UDMY Udemy Inc. | 0.11% | 14,268 | $117K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 88 | $222.2M | EVTR, PVAL, JHCP, CGGR, IVOO |
| Q1 2026 | 80 | $190.3M | EVTR, JHCP, PVAL, IVOO, CGGR |
| Q4 2025 | 81 | $191.0M | EVTR, JHCP, PVAL, CGGR, IVOO |
| Q3 2025 | 82 | $181.6M | EVTR, JHCP, PVAL, TBIL, IVOO |
| Q2 2025 | 78 | $147.7M | JHCP, IVOO, EVTR, CGGR, IVV |
| Q1 2025 | 76 | $130.0M | JHCP, IVOO, EVTR, TBIL, IVV |
| Q4 2024 | 74 | $108.6M | IVOO, IVV, GOVT, TBIL, PVAL |