CIK 2104330
COFG Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
228
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 228
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EEMV | ISHARES INC | 5K | $100K–$500K | SH |
| T | AT&T INC | 14K | $100K–$500K | SH |
| DYNF | BLACKROCK ETF TRUST | 6K | $100K–$500K | SH |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | 28K | $100K–$500K | SH |
| F | FORD MTR CO | 26K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 1K | $100K–$500K | SH |
| RFLR | INNOVATOR ETFS TRUST | 12K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 658 | $100K–$500K | SH |
| BDEC | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| PSTP | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| WTAI | WISDOMTREE TR | 11K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| PHM | PULTE GROUP INC | 3K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 578 | $100K–$500K | SH |
| VLU | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 7K | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 10K | $100K–$500K | SH |
| BUFF | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| BSVO | EA SERIES TRUST | 12K | $100K–$500K | SH |
| TAGG | T ROWE PRICE ETF INC | 7K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 1K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 805 | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| VIGI | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| ITA | ISHARES TR | 1K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 824 | $100K–$500K | SH |
| CRM | SALESFORCE INC | 976 | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| FALN | ISHARES TR | 9K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 5K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 894 | $100K–$500K | SH |
| BUFB | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| EOG | EOG RES INC | 2K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| IWM | ISHARES TR | 997 | $100K–$500K | SH |
| USB | US BANCORP DEL | 5K | $100K–$500K | SH |