Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

COFG Advisors

Latest statistics and disclosures from COFG Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DBEF, QFLR, BJAN, AAPL, BAPR, and represent 27.94% of COFG Advisors's stock portfolio.
Added to shares of these 10 stocks: AUSM, Blackrock Etf Trust, IXUS, VONV, VONG, CGCB, BJAN, IVVM, EFA, MSFT.
Started 20 new stock positions in DLN, SBUX, SIXG, INTC, IVVM, COWZ, EEM, TGT, AUSM, EFA. ASCE, UNH, PSX, Blackrock Etf Trust, FLKR, OXY, IQDF, AMAT, CW, SDVY.
Reduced shares in these 10 stocks: BLCV, RKLB, ABT, PULS, BJUL, IVV, FSSL, BOCT, SHOP, PDEC.
Sold out of its positions in AXP, ARKB, BLCV, SKYY, PDEC, IBIT, SHOP.
COFG Advisors was a net buyer of stock by $10M.
COFG Advisors has $404M in assets under management (AUM), dropping by -0.12%.
Central Index Key (CIK): 0002104330

Tip: Access up to 7 years of quarterly data

Positions held by COFG Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for COFG Advisors

COFG Advisors holds 241 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	6.8	$28M		557k	49.40	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	6.4	$26M		778k	33.30	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	5.2	$21M	+2%	396k	53.33	View chart
Apple (AAPL)	5.0	$20M		80k	253.79	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	4.5	$18M		374k	48.98	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	4.4	$18M		361k	49.69	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	4.4	$18M		371k	47.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.9	$16M		82k	191.92	View chart
Ishares Tr Core Div Grwth (DGRO)	2.7	$11M	+2%	157k	70.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$9.4M	-3%	14k	653.22	View chart
NVIDIA Corporation (NVDA)	2.2	$8.8M	+2%	50k	174.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	1.7	$6.7M		146k	46.13	View chart
Microsoft Corporation (MSFT)	1.5	$5.9M	+5%	16k	370.16	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.3	$5.1M	-6%	104k	49.50	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	1.2	$4.9M	+4%	139k	35.41	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	1.2	$4.8M	+27%	51k	93.74	View chart
Amazon (AMZN)	1.1	$4.4M		21k	208.27	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.0	$4.1M	+26%	38k	109.69	View chart
Ishares Tr Core Msci Total (IXUS)	1.0	$3.9M	+38%	45k	86.64	View chart
Abbvie (ABBV)	1.0	$3.9M		18k	217.48	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.9	$3.8M	+26%	146k	26.26	View chart
Ishares Tr Ishares Biotech (IBB)	0.9	$3.8M		23k	168.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$3.5M		12k	286.87	View chart
Medtronic SHS (MDT)	0.9	$3.5M		40k	86.65	View chart
Palantir Technologies Cl A (PLTR)	0.8	$3.3M		23k	146.28	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$3.2M	+5%	30k	106.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$3.0M	+4%	7.0k	430.29	View chart
Tesla Motors (TSLA)	0.7	$3.0M		8.1k	371.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$2.9M		26k	113.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.7	$2.8M		61k	45.97	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$2.4M	-3%	30k	82.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.4M	+10%	7.5k	320.82	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.4M	+2%	14k	169.66	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.6	$2.4M		96k	24.64	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.6	$2.3M	-11%	187k	12.51	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.6	$2.3M		57k	39.80	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.6	$2.3M		53k	42.72	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$2.2M	+4%	37k	59.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$2.1M		9.9k	211.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$2.1M	+4%	14k	148.09	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.5	$1.9M		45k	43.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.9M	-8%	3.3k	577.19	View chart
Meta Platforms Cl A (META)	0.4	$1.7M	+10%	3.0k	572.09	View chart
Ishares Tr Msci Usa Value (VLUE)	0.4	$1.7M	+2%	12k	142.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.7M		5.7k	287.54	View chart
Micron Technology (MU)	0.4	$1.6M	+2%	4.7k	337.87	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.6M		5.3k	294.15	View chart
Union Pacific Corporation (UNP)	0.4	$1.5M	-11%	6.3k	242.62	View chart
Allspring Exchange Traded Fu Ultra Srt Muni (AUSM)	0.4	$1.5M	NEW	61k	25.05	View chart
Broadcom (AVGO)	0.4	$1.5M		4.9k	309.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.5M	+3%	3.0k	479.20	View chart
Arm Holdings Sponsored Ads (ARM)	0.4	$1.5M		9.6k	151.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.3	$1.4M		35k	39.94	View chart
Celcuity (CELC)	0.3	$1.4M		12k	114.14	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$1.4M		33k	41.83	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$1.4M		32k	43.11	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.3	$1.3M		61k	22.02	View chart
National Retail Properties (NNN)	0.3	$1.3M		31k	42.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.3M	+15%	19k	67.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$1.3M	+28%	29k	44.62	View chart
McDonald's Corporation (MCD)	0.3	$1.2M		3.9k	310.79	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$1.2M	+6%	25k	46.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.2M	+26%	23k	50.61	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$1.2M	+36%	43k	27.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.2M		1.8k	650.38	View chart
Blackrock Etf Trust Ishares Large Ca	0.3	$1.1M	NEW	31k	36.12	View chart
Advanced Micro Devices (AMD)	0.3	$1.1M	-11%	5.4k	203.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.1M		2.6k	426.39	View chart
Abbott Laboratories (ABT)	0.3	$1.1M	-25%	11k	102.67	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$1.1M	-6%	31k	35.59	View chart
Merck & Co (MRK)	0.3	$1.1M	+4%	8.8k	120.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$1.0M	+41%	25k	40.10	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$1.0M	+24%	2.6k	383.43	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$1.0M		21k	48.08	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$1.0M		21k	48.85	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.2	$982k		21k	47.98	View chart
Wal-Mart Stores (WMT)	0.2	$969k	-3%	7.8k	124.28	View chart
Constellation Energy (CEG)	0.2	$874k		3.1k	279.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$861k	+24%	6.9k	124.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$828k	+17%	17k	49.89	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.2	$790k		33k	24.28	View chart
Exelon Corporation (EXC)	0.2	$787k		16k	49.02	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$775k		8.0k	96.70	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$742k	+3%	8.4k	88.16	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.2	$734k	+6%	27k	27.59	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$730k	-3%	22k	33.22	View chart
Natixis Etf Tr Gateway Quality (GQI)	0.2	$708k	+15%	13k	54.85	View chart
Caterpillar (CAT)	0.2	$691k	-3%	976.00	708.33	View chart
Eli Lilly & Co. (LLY)	0.2	$680k		739.00	919.55	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$657k	-12%	14k	47.16	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$657k	+55%	6.4k	102.25	View chart
Uber Technologies (UBER)	0.2	$644k	-23%	9.0k	71.93	View chart
Netflix (NFLX)	0.2	$628k	+59%	6.5k	96.15	View chart
Johnson & Johnson (JNJ)	0.2	$627k		2.6k	244.45	View chart
Amgen (AMGN)	0.2	$626k		1.8k	351.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$618k	+19%	9.6k	64.08	View chart
Consolidated Edison (ED)	0.2	$610k	-2%	5.4k	113.18	View chart
Marqeta Class A Com (MQ)	0.2	$609k		149k	4.08	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$593k		12k	49.37	View chart
Chevron Corporation (CVX)	0.1	$592k		2.9k	206.91	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$584k		4.7k	125.12	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$581k		13k	44.87	View chart
Raytheon Technologies Corp (RTX)	0.1	$581k		3.0k	192.91	View chart
Sofi Technologies (SOFI)	0.1	$560k		35k	15.88	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$551k		12k	46.25	View chart
Ares Capital Corporation (ARCC)	0.1	$546k	-20%	30k	18.02	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$545k		4.9k	110.87	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.1	$544k	+15%	14k	39.27	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$541k	+9%	8.8k	61.26	View chart
Bank of America Corporation (BAC)	0.1	$535k	-6%	11k	48.75	View chart
Visa Com Cl A (V)	0.1	$528k	-2%	1.7k	302.17	View chart
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)	0.1	$524k	NEW	15k	34.11	View chart
Lam Research Corp Com New (LRCX)	0.1	$523k		2.4k	213.66	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$512k	-2%	11k	47.70	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$511k	-11%	1.6k	328.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$509k		13k	40.86	View chart
Lowe's Companies (LOW)	0.1	$503k		2.1k	236.29	View chart
Costco Wholesale Corporation (COST)	0.1	$495k	+3%	497.00	996.30	View chart
Pfizer (PFE)	0.1	$493k	+4%	18k	28.08	View chart
Philip Morris International (PM)	0.1	$482k	+5%	2.9k	165.33	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$472k	-7%	5.1k	92.74	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$468k		12k	38.86	View chart
At&t (T)	0.1	$461k	+14%	16k	28.99	View chart
Vanguard World Health Car Etf (VHT)	0.1	$455k	+4%	1.7k	272.30	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$447k		9.8k	45.52	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$445k	-6%	2.3k	191.78	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$441k		2.1k	213.66	View chart
Verizon Communications (VZ)	0.1	$434k	+17%	8.6k	50.20	View chart
Boeing Company (BA)	0.1	$434k	-4%	2.2k	199.03	View chart
Vici Pptys (VICI)	0.1	$434k		16k	27.32	View chart
Walt Disney Company (DIS)	0.1	$414k	-11%	4.3k	96.37	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$412k	-2%	4.4k	94.24	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$395k	+3%	12k	33.47	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$391k	+13%	4.9k	80.05	View chart
3M Company (MMM)	0.1	$391k		2.7k	145.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$388k	NEW	4.0k	97.12	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$386k	+5%	7.4k	52.49	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$386k	-2%	984.00	391.93	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$383k	+3%	981.00	390.41	View chart
Morgan Stanley Com New (MS)	0.1	$383k	+5%	2.3k	164.60	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$376k		1.6k	237.63	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.1	$364k	+8%	13k	29.04	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$360k		3.0k	119.50	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.1	$358k		13k	26.63	View chart
Marriott Intl Cl A (MAR)	0.1	$356k	+2%	1.1k	327.03	View chart
Nextera Energy (NEE)	0.1	$354k		3.8k	92.88	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$353k		5.5k	64.74	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.1	$350k	+2%	32k	10.89	View chart
Rocket Lab Corp (RKLB)	0.1	$347k	-62%	5.4k	64.22	View chart
Allstate Corporation (ALL)	0.1	$341k	+6%	1.6k	207.33	View chart
Qualcomm (QCOM)	0.1	$340k	-3%	2.6k	128.79	View chart
International Business Machines (IBM)	0.1	$334k	-5%	1.4k	242.31	View chart
Oracle Corporation (ORCL)	0.1	$333k	+42%	2.3k	147.12	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$330k		5.7k	58.18	View chart
Sixth Street Specialty Lending (TSLX)	0.1	$326k	-40%	18k	18.38	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$325k	-6%	64k	5.10	View chart
Mastercard Incorporated Cl A (MA)	0.1	$322k	-8%	644.00	499.31	View chart
Duke Energy Corp Com New (DUK)	0.1	$321k		2.5k	130.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$319k		1.6k	196.16	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$319k	+8%	6.4k	49.41	View chart
Occidental Petroleum Corporation (OXY)	0.1	$316k	NEW	4.9k	65.00	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$316k	+26%	2.2k	146.62	View chart
Ford Motor Company (F)	0.1	$313k	+4%	27k	11.54	View chart
Pulte (PHM)	0.1	$312k	+2%	2.7k	117.62	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.1	$310k		9.0k	34.47	View chart
Spdr Series Trust State Street Spd (VLU)	0.1	$310k		1.4k	214.94	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.1	$309k		12k	25.37	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$308k		6.4k	48.00	View chart
Target Corporation (TGT)	0.1	$307k	NEW	2.5k	121.18	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$305k	-27%	28k	11.06	View chart
Novo-nordisk A S Adr (NVO)	0.1	$303k		8.2k	36.75	View chart
Procter & Gamble Company (PG)	0.1	$302k	+12%	2.1k	144.47	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$301k	NEW	5.3k	56.79	View chart
Coca-Cola Company (KO)	0.1	$299k		3.9k	76.04	View chart
Eaton Corp SHS (ETN)	0.1	$299k		835.00	357.56	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$294k	+9%	1.3k	218.71	View chart
Western Asset Diversified In Com Shs Ben Int (WDI)	0.1	$292k	-30%	22k	13.44	View chart
Deere & Company (DE)	0.1	$290k	+2%	514.00	563.37	View chart
Enbridge (ENB)	0.1	$289k		5.3k	54.14	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$287k		5.9k	48.46	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$287k	+6%	7.1k	40.19	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$285k		10k	27.46	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$283k		648.00	437.05	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$283k		2.1k	132.89	View chart
Applied Materials (AMAT)	0.1	$281k	NEW	821.00	341.82	View chart
salesforce (CRM)	0.1	$280k	+53%	1.5k	186.67	View chart
T Rowe Price Etf Qm Us Bond Etf (TAGG)	0.1	$277k		6.5k	42.60	View chart
Starbucks Corporation (SBUX)	0.1	$277k	NEW	3.1k	89.58	View chart
Hf Sinclair Corp (DINO)	0.1	$275k		4.4k	62.38	View chart
Altria (MO)	0.1	$274k	+7%	4.2k	65.98	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$273k	+4%	3.1k	88.46	View chart
Archer Daniels Midland Company (ADM)	0.1	$271k		3.7k	72.70	View chart
Home Depot (HD)	0.1	$270k		820.00	328.95	View chart
UnitedHealth (UNH)	0.1	$268k	NEW	992.00	270.49	View chart
Citigroup Com New (C)	0.1	$267k	+6%	2.4k	113.43	View chart
Lockheed Martin Corporation (LMT)	0.1	$267k	+4%	441.00	604.35	View chart
Phillips 66 (PSX)	0.1	$266k	NEW	1.5k	182.23	View chart
Royal Caribbean Cruises (RCL)	0.1	$266k	+8%	966.00	275.22	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$262k	-11%	9.3k	28.23	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$258k	-43%	21k	12.33	View chart
Blackrock Muniassets Fund (MUA)	0.1	$253k	-28%	24k	10.61	View chart
S&p Global (SPGI)	0.1	$253k	+2%	595.00	425.39	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$252k		9.4k	26.72	View chart
Bristol Myers Squibb (BMY)	0.1	$250k	+7%	4.1k	60.66	View chart
Palo Alto Networks (PANW)	0.1	$249k	+8%	1.6k	160.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$248k		999.00	248.04	View chart
Allspring Exchange Traded Fu Smid Core Etf (ASCE)	0.1	$248k	NEW	8.9k	27.91	View chart
Cisco Systems (CSCO)	0.1	$245k		3.2k	77.58	View chart
Intel Corporation (INTC)	0.1	$244k	NEW	5.5k	44.13	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.1	$243k		6.8k	35.91	View chart
TJX Companies (TJX)	0.1	$240k	+3%	1.5k	159.72	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$240k	-16%	5.2k	45.89	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$240k		4.5k	52.76	View chart
Us Bancorp Com New (USB)	0.1	$238k		4.6k	52.01	View chart
Automatic Data Processing (ADP)	0.1	$237k	-3%	1.2k	203.24	View chart
Wec Energy Group (WEC)	0.1	$236k		2.0k	115.74	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$236k		4.7k	50.62	View chart
EOG Resources (EOG)	0.1	$235k	-31%	1.6k	144.60	View chart
Cohen & Steers Tax Advan P (PTA)	0.1	$234k	+2%	13k	18.74	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$230k	-9%	1.1k	218.72	View chart
Fidelity Ethereum SHS (FETH)	0.1	$229k	-24%	11k	20.88	View chart
Capital One Financial (COF)	0.1	$228k		1.3k	182.36	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$228k		674.00	338.08	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.1	$227k	NEW	3.3k	68.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$222k		1.6k	142.40	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$219k	NEW	5.6k	39.43	View chart
Pgim Global Short Duration H (GHY)	0.1	$219k	-32%	19k	11.65	View chart
Simon Property (SPG)	0.1	$217k		1.2k	186.59	View chart
Curtiss-Wright (CW)	0.1	$214k	NEW	314.00	681.41	View chart
Starwood Property Trust (STWD)	0.1	$214k		12k	17.22	View chart
Norfolk Southern (NSC)	0.1	$211k		735.00	287.18	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$210k		3.0k	70.92	View chart
Marsh & McLennan Companies (MRSH)	0.1	$210k	-3%	1.2k	173.46	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$208k	NEW	3.3k	62.55	View chart
Franklin Templeton Etf Tr Ftse South Korea (FLKR)	0.1	$205k	NEW	5.1k	39.87	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.1	$203k	NEW	6.4k	31.67	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$201k	NEW	2.2k	89.34	View chart
Ge Aerospace Com New (GE)	0.0	$201k	+4%	707.00	283.93	View chart
Solar Cap (SLRC)	0.0	$197k	+2%	14k	14.31	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$168k		11k	15.02	View chart
Opendoor Technologies (OPEN)	0.0	$76k	+37%	16k	4.68	View chart

Past Filings by COFG Advisors

SEC 13F filings are viewable for COFG Advisors going back to 2025

COFG Advisors 2026 Q1 filed May 11, 2026
COFG Advisors 2025 Q4 filed Feb. 10, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z