COFG Advisors, LLC

COFG Advisors, LLC manages $405M in assets across 228 positions, with a focus on strategic equity investments. The firm's top holdings include DBEF and QFLR, which collectively account for $53.1M, or 13.1% of total AUM. Notable US equity positions include AAPL ($21.8M) and RSP ($15.5M), while index-based holdings such as IVV ($10.1M) and DGRO ($10.7M) also feature prominently in the portfolio. The fund's allocation is rounded out by a series of ETF holdings, including BJAN, BJUL, BOCT, and BAPR, which total $76.6M, or 18.9% of AUM.

📌 Top Holdings