MondegarAI
Coign Capital Advisors LLC

Q1 2025 · 13F-HR

Coign Capital Advisors LLCholdings as filed

Filed 2025-05-09 · accession 0001172661-25-001638

$130.0M
Reported value
76
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
47804J685JHCPJOHN HANCOCK EXCHANGE TRADED$10.4M7.98%412,795CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$10.3M7.89%103,959CommonSOLE
61774R841EVTRMORGAN STANLEY ETF TRUST$9.7M7.49%192,231CommonSOLE
74933W452TBILRBB FD INC$8.9M6.83%177,576CommonSOLE
464287200IVVISHARES TR$7.7M5.94%13,732CommonSOLE
46429B267GOVTISHARES TR$6.7M5.13%290,172CommonSOLE
746729300PVALPUTNAM ETF TRUST$5.9M4.54%154,828CommonSOLE
464287507IJHISHARES TR$4.6M3.56%79,387CommonSOLE
464287226AGGISHARES TR$4.5M3.44%45,242CommonSOLE
464287804IJRISHARES TR$4.4M3.42%42,527CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.3M3.33%7,736CommonSOLE
69344A800PTRBPGIM ETF TR$3.3M2.51%78,300CommonSOLE
464287408IVEISHARES TR$2.3M1.80%12,300CommonSOLE
464287309IVWISHARES TR$2.2M1.71%23,916CommonSOLE
69344A818PJIOPGIM ETF TR$1.6M1.22%29,673CommonSOLE
037833100AAPLAPPLE INC$1.6M1.22%7,137CommonSOLE
464288513HYGISHARES TR$1.4M1.10%18,169CommonSOLE
594918104MSFTMICROSOFT CORP$1.3M1.01%3,514CommonSOLE
713448108PEPPEPSICO INC$1.3M0.98%8,539CommonSOLE
02079K107GOOGALPHABET INC$1.2M0.95%7,889CommonSOLE
46432F842IEFAISHARES TR$1.2M0.95%16,266CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.2M0.93%11,120CommonSOLE
023135106AMZNAMAZON COM INC$1.2M0.90%6,153CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.89%2,018CommonSOLE
302635206FSKFS KKR CAP CORP$1.1M0.85%52,619CommonSOLE
64110L106NFLXNETFLIX INC$1.0M0.79%1,104CommonSOLE
92826C839VVISA INC$1.0M0.77%2,859CommonSOLE
61774R882EVIMMORGAN STANLEY ETF TRUST$974,1350.75%18,895CommonSOLE
75513E101RTXRTX CORPORATION$877,9450.68%6,628CommonSOLE
464287234EEMISHARES TR$762,6840.59%17,453CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$702,6900.54%1,282CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$691,5010.53%2,819CommonSOLE
032095101APHAMPHENOL CORP NEW$685,1460.53%10,445CommonSOLE
H1467J104CBCHUBB LIMITED$676,8670.52%2,241CommonSOLE
743315103PGRPROGRESSIVE CORP$676,6770.52%2,391CommonSOLE
30231G102XOMEXXON MOBIL CORP$667,7920.51%5,615CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$667,5820.51%466CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$662,2970.51%2,714CommonSOLE
478160104JNJJOHNSON & JOHNSON$654,7360.50%3,948CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$653,8370.50%1,277CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$651,4350.50%16,546CommonSOLE
125523100CITHE CIGNA GROUP$641,8790.49%1,951CommonSOLE
166764100CVXCHEVRON CORP NEW$639,7170.49%3,824CommonSOLE
532457108LLYELI LILLY & CO$636,7770.49%771CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$635,3090.49%1,213CommonSOLE
931142103WMTWALMART INC$629,6270.48%7,171CommonSOLE
58155Q103MCKMCKESSON CORP$622,5650.48%925CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$620,9880.48%1,166CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$615,6210.47%1,243CommonSOLE
060505104BACBANK AMERICA CORP$605,6690.47%14,514CommonSOLE
20825C104COPCONOCOPHILLIPS$598,4040.46%5,698CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$598,3860.46%1,203CommonSOLE
075887109BDXBECTON DICKINSON & CO$598,3050.46%2,612CommonSOLE
79466L302CRMSALESFORCE INC$585,8300.45%2,183CommonSOLE
747525103QCOMQUALCOMM INC$581,5670.45%3,786CommonSOLE
025816109AXPAMERICAN EXPRESS CO$579,2650.45%2,153CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$576,8330.44%7,917CommonSOLE
20030N101CMCSACOMCAST CORP NEW$575,4560.44%15,595CommonSOLE
00724F101ADBEADOBE INC$574,9110.44%1,499CommonSOLE
88160R101TSLATESLA INC$566,7830.44%2,187CommonSOLE
617446448MSMORGAN STANLEY$566,0830.44%4,852CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$559,2290.43%9,787CommonSOLE
002824100ABTABBOTT LABS$552,0890.42%4,162CommonSOLE
11135F101AVGOBROADCOM INC$540,4640.42%3,228CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$535,4310.41%4,868CommonSOLE
438516106HONHONEYWELL INTL INC$528,3160.41%2,495CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$524,8990.40%5,109CommonSOLE
922908769VTIVANGUARD INDEX FDS$488,2490.38%1,776CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$475,0380.37%749CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$468,9480.36%9,687CommonSOLE
032654105ADIANALOG DEVICES INC$458,7990.35%2,275CommonSOLE
03076C106AMPAMERIPRISE FINL INC$301,6010.23%623CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$269,4770.21%882CommonSOLE
02079K305GOOGLALPHABET INC$246,2160.19%1,592CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$209,2110.16%34,695CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$200,4550.15%1,455CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.