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 201–228 of 228
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 1K | $100K–$500K | SH |
| PTA | COHEN & STEERS TAX ADVAN PFD | 12K | $100K–$500K | SH |
| DE | DEERE & CO | 503 | $100K–$500K | SH |
| ICSH | ISHARES TR | 5K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 1K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 1K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| STWD | STARWOOD PPTY TR INC | 12K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 747 | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 2K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 1K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 4K | $100K–$500K | SH |
| GE | GE AEROSPACE | 679 | $100K–$500K | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 7K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| SLRC | SLR INVESTMENT CORP | 13K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 677 | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 423 | $100K–$500K | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 548 | $100K–$500K | SH |
| DINO | HF SINCLAIR CORP | 4K | $100K–$500K | SH |
| VOD | VODAFONE GROUP PLC NEW | 11K | $100K–$500K | SH |
| OPEN | OPENDOOR TECHNOLOGIES INC | 12K | $50K–$100K | SH |