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Columbia Advisory Partners

Latest statistics and disclosures from Columbia Advisory Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRW, QGRW, SCHD, USMF, VOE, and represent 49.36% of Columbia Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: DGRW (+$15M), QGRW (+$13M), USMF (+$7.8M), SCHD (+$5.7M), JVAL (+$5.2M), DGRS, IBIT, SGOV, SCHV, LQDH.
Started 15 new stock positions in GOOGL, DGRS, USMF, JVAL, QGRW, IBIT, SCHV, DGRW, SDVY, FICS. SGOV, JAAA, VO, SCHB, XOM.
Reduced shares in these 10 stocks: COWZ (-$11M), XLG (-$7.2M), XLI (-$6.4M), BUFR, IWO, VOE, BUYW, BIL, SPHD, VBR.
Sold out of its positions in COIN, XMLV, SPHD, LQD, MUB, BIL, SMLV, HYD, VBR.
Columbia Advisory Partners was a net buyer of stock by $15M.
Columbia Advisory Partners has $108M in assets under management (AUM), dropping by 1.86%.
Central Index Key (CIK): 0001808179

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Positions held by Columbia Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Columbia Advisory Partners

Columbia Advisory Partners holds 64 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW)	14.3	$15M	NEW	190k	80.93	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	12.2	$13M	NEW	266k	49.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	9.3	$10M	+134%	366k	27.32	View chart
Wisdomtree Tr Us Multifactor (USMF)	7.2	$7.8M	NEW	156k	49.68	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	6.4	$6.9M	-28%	42k	161.77	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	4.8	$5.2M	NEW	119k	43.20	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.8	$4.1M	-72%	73k	56.48	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	2.4	$2.5M	+25%	27k	92.74	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	2.3	$2.5M	NEW	49k	51.23	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.0	$2.1M	-77%	43k	49.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$2.1M	+5%	7.3k	289.81	View chart
Select Sector Spdr Tr Indl (XLI)	1.7	$1.8M	-78%	14k	131.76	View chart
Blackstone Secd Lending Common Stock (BXSL)	1.6	$1.7M	+5%	53k	32.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.5	$1.6M	-75%	53k	30.47	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	1.4	$1.6M	+6%	36k	42.97	View chart
Costco Wholesale Corporation (COST)	1.3	$1.4M	-2%	1.5k	916.45	View chart
Apple (AAPL)	1.3	$1.4M	-4%	5.5k	250.41	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	1.3	$1.4M	+11%	56k	24.65	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.3	$1.3M	+5%	56k	23.93	View chart
Amazon (AMZN)	1.2	$1.3M	-8%	6.0k	219.39	View chart
Etf Opportunities Trust Idx Dynamic Fixe (DYFI)	1.2	$1.3M	-3%	56k	23.28	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.2	$1.3M	+5%	27k	48.67	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.1	$1.2M	NEW	22k	53.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$1.2M		42k	27.87	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.1	$1.1M	NEW	12k	100.32	View chart
Microsoft Corporation (MSFT)	1.1	$1.1M	-10%	2.7k	421.45	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	1.0	$1.1M	-12%	111k	9.65	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.9	$985k	-76%	3.4k	287.85	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.8	$889k	-9%	37k	23.76	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.7	$796k		11k	69.65	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.7	$764k	NEW	29k	26.07	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.6	$636k	-79%	46k	13.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$505k	NEW	1.9k	264.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$491k	+7%	1.1k	453.28	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.4	$469k		25k	18.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$452k	+64%	838.00	538.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$423k	+99%	16k	25.86	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$405k	NEW	8.0k	50.71	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$392k	-5%	9.0k	43.64	View chart
Micron Technology (MU)	0.4	$381k	-6%	4.5k	84.16	View chart
First Tr Exchange-traded Intl Dev Strngth (FICS)	0.3	$375k	NEW	11k	33.95	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$374k		6.5k	57.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.3	$365k		9.6k	38.17	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.3	$357k	+6%	30k	12.03	View chart
Starbucks Corporation (SBUX)	0.3	$355k		3.9k	91.25	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$351k	+66%	20k	17.70	View chart
Exxon Mobil Corporation (XOM)	0.3	$345k	NEW	3.2k	107.57	View chart
Avista Corporation (AVA)	0.3	$345k	+14%	9.4k	36.63	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$328k	NEW	9.1k	35.85	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$323k		7.0k	46.24	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.3	$302k	+10%	13k	23.47	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$300k		6.0k	50.21	View chart
Primoris Services (PRIM)	0.3	$281k		3.7k	76.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$278k	NEW	1.5k	189.30	View chart
Boeing Company (BA)	0.2	$267k	-42%	1.5k	177.00	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$261k	-39%	13k	20.14	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$256k	NEW	11k	22.70	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$249k	+12%	7.9k	31.44	View chart
Golub Capital BDC (GBDC)	0.2	$225k	-3%	15k	15.16	View chart
Goldman Sachs Bdc SHS (GSBD)	0.2	$223k	+2%	19k	12.10	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$167k	-3%	15k	11.53	View chart
Viatris (VTRS)	0.1	$138k		11k	12.45	View chart
Bioatla (BCAB)	0.0	$15k	+138%	26k	0.59	View chart
Adaptimmune Therapeutics Sponds Adr (ADAP)	0.0	$8.8k	-47%	16k	0.54	View chart

Past Filings by Columbia Advisory Partners

SEC 13F filings are viewable for Columbia Advisory Partners going back to 2021

Columbia Advisory Partners 2024 Q4 filed Jan. 13, 2025
Columbia Advisory Partners 2024 Q3 filed Oct. 18, 2024
Columbia Advisory Partners 2024 Q2 filed July 12, 2024
Columbia Advisory Partners 2024 Q1 filed April 15, 2024
Columbia Advisory Partners 2023 Q4 filed Jan. 10, 2024
Columbia Advisory Partners 2023 Q3 filed Oct. 16, 2023
Columbia Advisory Partners 2023 Q2 filed Aug. 2, 2023
Columbia Advisory Partners 2023 Q1 filed May 9, 2023
Columbia Advisory Partners 2022 Q4 filed Jan. 30, 2023
Columbia Advisory Partners 2022 Q3 filed Nov. 8, 2022
Columbia Advisory Partners 2022 Q2 filed Aug. 3, 2022
Columbia Advisory Partners 2022 Q1 filed April 29, 2022
Columbia Advisory Partners 2021 Q4 filed Jan. 25, 2022

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