Cohalo Advisory LLC Portfolio Holdings

Cohalo Advisory LLC

  • $1.17 Billion
  • Q4 2024

Cohalo Advisory LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.17 Billion distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Access Treasury with a value of $253M, Ishares Trishares 0 3 Mnth Tre with a value of $252M, Cambria Global Asset Allocatio with a value of $237M, Ishares Msci Global Multifacto with a value of $233M, and Tidal Tr Ii with a value of $72.7M.

Examining the 13F form we can see an increase of $1.17B in the current position value.

Cohalo Advisory LLC is based out at Snoqualmie, WA

Below you can find more details about Cohalo Advisory LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.17 Billion
ETFs: $1.03 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$253 Million 21.62% of portfolio
2,528
Q4 2024 New
$0
$252 Million 21.59% of portfolio
2,515
Q4 2024 New
$0
$237 Million 20.25% of portfolio
8,267
Q4 2024 New
$0
$233 Million 19.94% of portfolio
5,373
Q4 2024 New
Tidal Tr Ii
-
$72.7 Million 6.22% of portfolio
-
Q4 2024 New
$0
$54.6 Million 4.67% of portfolio
1,084
Q4 2024 New
Tidal Tr Ii
-
$44 Million 3.77% of portfolio
-
Q4 2024 New
Spdr Ser Tr
-
$22.8 Million 1.95% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $1.17 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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