Cohalo Advisory LLC Top Holdings and 13F Report (2025) About Cohalo Advisory LLCInvestment ActivityCohalo Advisory LLC has $1.36 million in total holdings as of March 31, 2025.Cohalo Advisory LLC owns shares of 13 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 35.35% of the portfolio was purchased this quarter.About 21.33% of the portfolio was sold this quarter.This quarter, Cohalo Advisory LLC has purchased 8 new stocks and bought additional shares in 5 stocks.Cohalo Advisory LLC sold shares of 1 stock and completely divested from 2 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $273,379Goldman Sachs Access Treasury 0-1 Year ETF $273,325Cambria Global Asset Allocation ETF $240,871Volatility Shares Trust - -1x Short VIX Mid-Term Futures Strategy ETF $207,900iShares Core S&P Total U.S. Stock Market ETF $148,855 Largest New Holdings this Quarter 92864M202 - Volatility Shares Trust - -1x Short VIX Mid-Term Futures Strategy ETF $207,900 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $148,855 Holding381430545 - Goldman Sachs Hedge Industry VIP ETF $39,352 Holding464288679 - iShares Short Treasury Bond ETF $22,092 Holding22160K105 - Costco Wholesale $2,837 Holding Largest Purchases this Quarter Volatility Shares Trust - -1x Short VIX Mid-Term Futures Strategy ETF 13,200 shares (about $207.90K)iShares Core S&P Total U.S. Stock Market ETF 1,220 shares (about $148.86K)Goldman Sachs Hedge Industry VIP ETF 333 shares (about $39.35K)iShares Short Treasury Bond ETF 200 shares (about $22.09K)iShares 0-3 Month Treasury Bond ETF 200 shares (about $20.14K) Largest Sales this Quarter SPDR SER TR 52 shares (about $1.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCohalo Advisory LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$273,379$20,138 ▲8.0%2,71520.2%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$273,325$20,038 ▲7.9%2,72820.2%ETFGAACambria Global Asset Allocation ETF$240,871$146 ▲0.1%8,27217.8%ETFZIVBVolatility Shares Trust - -1x Short VIX Mid-Term Futures Strategy ETF$207,900$207,900 ▲New Holding13,20015.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$148,855$148,855 ▲New Holding1,22011.0%ETFTIDAL TR II$74,717$7,556 ▲11.3%3,3825.5%RETURN STCKD USTIDAL TR II$44,881$6,249 ▲16.2%2,5213.3%RETURN STACKED UGVIPGoldman Sachs Hedge Industry VIP ETF$39,352$39,352 ▲New Holding3332.9%ETFSPDR SER TR$23,026$1,443 ▼-5.9%8301.7%BLOOMBERG ENHNCDSHViShares Short Treasury Bond ETF$22,092$22,092 ▲New Holding2001.6%ETFCOSTCostco Wholesale$2,837$2,837 ▲New Holding30.2%Retail/WholesaleMARMarriott International$1,906$1,906 ▲New Holding80.1%Consumer DiscretionaryAMZNAmazon.com$1,903$1,903 ▲New Holding100.1%Retail/WholesaleGLOFiShares Global Equity Factor ETF$0$233,006 ▼-100.0%00.0%ETFJPSTJPMorgan Ultra-Short Income ETF$0$54,603 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
