Columbia Advisory Partners

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

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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 62 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 17.4 $18M +16% 242k 75.54
Vanguard Index Fds Mcap Vl Idxvip (VOE) 14.9 $16M +13% 116k 135.24
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 11.9 $13M +11% 254k 49.25
Ishares Tr Tips Bd Etf (TIP) 9.9 $10M -10% 97k 106.44
Ishares Tr Rus 2000 Grw Etf (IWO) 8.2 $8.6M +22% 40k 214.52
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 6.0 $6.3M +21% 23k 275.98
Apple (AAPL) 4.0 $4.2M +29% 32k 129.93
Ishares Tr Core Msci Eafe (IEFA) 3.6 $3.8M +37% 62k 61.64
Microsoft Corporation (MSFT) 1.3 $1.4M +23% 5.8k 239.80
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 1.2 $1.3M -5% 117k 11.18
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $1.1M -7% 27k 40.51
Ishares Tr Expanded Tech (IGV) 0.9 $910k -13% 3.6k 255.88
Boeing Company (BA) 0.8 $871k +19% 4.6k 190.49
Amazon (AMZN) 0.8 $848k +8% 10k 84.00

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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $792k +19% 14k 57.82
Costco Wholesale Corporation (COST) 0.7 $700k +10% 1.5k 456.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $656k +51% 1.9k 351.29
Ishares Tr Core S&p500 Etf (IVV) 0.6 $648k NEW 1.7k 384.15
Vanguard Bd Index Fds Long Term Bond (BLV) 0.6 $641k +62% 8.8k 72.44
Dimensional Etf Trust Us Equity Etf (DFUS) 0.6 $615k NEW 15k 41.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $614k +58% 2.0k 308.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $611k NEW 15k 41.97
First Tr Value Line Divid In SHS (FVD) 0.6 $597k -21% 15k 39.91
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.6 $578k -7% 13k 43.92
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $557k NEW 5.8k 95.78
Mastercard Incorporated Cl A (MA) 0.5 $526k -11% 1.5k 347.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $506k +71% 1.9k 266.34
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $496k NEW 11k 43.95
Visa Com Cl A (V) 0.4 $455k 2.2k 207.76
Starbucks Corporation (SBUX) 0.4 $438k 4.4k 99.20
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.4 $434k 18k 24.49
Select Sector Spdr Tr Energy (XLE) 0.4 $427k NEW 4.9k 87.47
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $425k -16% 9.5k 44.59
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $425k -8% 8.5k 50.13
Invesco Exch Trd Slf Idx Defensive Eqty (DEF) 0.4 $417k +6% 6.3k 66.51
McDonald's Corporation (MCD) 0.4 $397k NEW 1.5k 263.53
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $394k NEW 5.4k 73.63
Sprott Physical Silver Tr Tr Unit (PSLV) 0.4 $373k NEW 45k 8.24
Proshares Tr Pshs Ultsh 20yrs (TBT) 0.3 $313k NEW 9.6k 32.50
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.3 $306k NEW 18k 17.47
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $300k NEW 3.2k 94.64
Avista Corporation (AVA) 0.3 $297k 6.7k 44.34
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.3 $288k NEW 14k 20.53
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.3 $285k NEW 11k 27.02
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.3 $284k -6% 5.6k 51.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $282k NEW 7.2k 38.98
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $280k +6% 5.1k 54.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $276k NEW 4.2k 66.02
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $270k -3% 3.6k 74.95
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $258k NEW 1.3k 203.81
Ishares Tr National Mun Etf (MUB) 0.2 $256k -2% 2.4k 105.50
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $254k -4% 14k 17.93
Wisdomtree Tr Us High Dividend (DHS) 0.2 $244k NEW 2.8k 86.04
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $243k 5.4k 44.81
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $231k -22% 8.8k 26.05
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $230k NEW 2.2k 105.43
Raytheon Technologies Corp (RTX) 0.2 $224k NEW 2.2k 100.92
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $222k -40% 1.5k 151.80
First Tr High Yield Opprt 20 (FTHY) 0.2 $210k -23% 16k 13.48
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $208k -17% 12k 16.80
First Tr Exchange-traded Ssi Strg Etf (FCVT) 0.2 $206k -9% 6.5k 31.69
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.2 $201k NEW 2.6k 78.45

Past Filings by Columbia Advisory Partners

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