Cohalo Advisory LLC Portfolio Holdings
Q3 2025•11 long positions•$1.3M portfolio value
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Holding14 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $268.4K 21.38% | +$18.1K Bought | — 8.5K shares | 7.9K → 8.5K +$18.1K | +7.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $223.1K 17.76% | — | — 4.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $171.7K 13.68% | -$6.6K Sold | — 1.7K shares | 1.8K → 1.7K −$6.6K | -3.71% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $171.7K 13.67% | -$6.6K Sold | — 1.7K shares | 1.8K → 1.7K −$6.6K | -3.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $147.4K 11.74% | +$147.4K Bought | — 12.4K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $88.9K 7.08% | — | — 3.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $78.3K 6.24% | — | — 2.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $50.8K 4.05% | — | — 331.0 shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $50.4K 4.01% | — | — 2.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $2.8K 0.221% | — | 0.0% 3.0 shares | — | — | $410.27B Mega Cap | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $2.2K 0.175% | — | 0.0% 10.0 shares | — | — | $2.34T Mega Cap | Q1 2025 Held for 8 months | |
Airlines, Airports & Air Services Industrials | - — | -$2.0K Sold | — - shares | 40.0 → 0 −$2.0K | Sold | $32.4B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$28.8K Sold | — - shares | 323.0 → 0 −$28.8K | Sold | — — | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$197.0K Sold | — - shares | 12.7K → 0 −$197.0K | Sold | — — | Q2 2025 Held for 5 months |
