CGN Advisors LLC - Portfolio overview

CGN Advisors LLC has 333 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JCPB - J P MORGAN EXCHANGE TRADED F, 6.63%
2. SPDW - SPDR INDEX SHS FDS, 4.15%
3. AVDE - AMERICAN CENTY ETF TR, 4.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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