Columbia Advisory Partners

Columbia Advisory Partners as of March 31, 2024

Portfolio Holdings for Columbia Advisory Partners

Columbia Advisory Partners holds 51 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pacer Fds Tr Us Cash Cows 100 (COWZ) 15.8 $16M 268k 58.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 14.2 $14M 174k 80.63
Vanguard Index Fds Mcap Vl Idxvip (VOE) 10.0 $9.9M 63k 155.91
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 8.9 $8.8M 208k 42.13
Select Sector Spdr Tr Indl (XLI) 8.1 $8.0M 64k 125.96
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 6.3 $6.2M 223k 27.96
Ishares Tr Rus 2000 Grw Etf (IWO) 4.8 $4.7M 18k 270.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.1 $4.1M 44k 92.72
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 3.1 $3.0M 223k 13.67
Microsoft Corporation (MSFT) 1.7 $1.7M 4.1k 420.71
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 1.7 $1.7M 26k 64.76
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.2 $1.2M 25k 49.24
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.2 $1.2M 28k 43.60
Amazon (AMZN) 1.2 $1.2M 6.6k 180.38
Costco Wholesale Corporation (COST) 1.1 $1.1M 1.5k 732.75
Blackstone Secd Lending Common Stock (BXSL) 1.1 $1.1M 35k 31.15
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 1.0 $1.0M 43k 23.72
Apple (AAPL) 0.9 $912k 5.3k 171.48
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.9 $900k 19k 48.25
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.9 $885k 8.8k 100.71
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.7 $735k 9.7k 75.98
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $697k 2.8k 249.86
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.7 $690k 28k 24.60
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $601k 6.5k 91.80
Boeing Company (BA) 0.6 $594k 3.1k 192.99
Sprott Physical Gold & Silve Tr Unit (CEF) 0.6 $565k 28k 20.34
First Tr Exchange-traded Ft Cboe Vest Gld (IGLD) 0.5 $481k 24k 19.69
Sprott Physical Silver Tr Tr Unit (PSLV) 0.5 $460k 55k 8.29
Starbucks Corporation (SBUX) 0.5 $457k 5.0k 91.39
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $444k 2.4k 182.58
Micron Technology (MU) 0.4 $410k 3.5k 117.89
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $404k 5.0k 81.53
First Tr Value Line Divid In SHS (FVD) 0.4 $397k 9.4k 42.23
Coinbase Global Com Cl A (COIN) 0.4 $393k 1.5k 265.12
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.4 $392k 30k 13.27
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $336k 7.3k 46.21
Ishares Tr Core Msci Eafe (IEFA) 0.3 $329k 4.4k 74.21
Avista Corporation (AVA) 0.3 $322k 9.2k 35.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $312k 741.00 420.52
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.3 $307k 5.7k 53.71
Ishares Tr Core S&p500 Etf (IVV) 0.3 $292k 555.00 526.19
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $265k 4.6k 57.86
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $249k 4.2k 59.63
Raytheon Technologies Corp (RTX) 0.3 $249k 2.5k 97.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $248k 5.9k 41.77
Ishares Tr Tips Bd Etf (TIP) 0.2 $218k 2.0k 107.41
Ishares Tr National Mun Etf (MUB) 0.2 $215k 2.0k 107.60
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $189k 11k 17.32
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $169k 14k 11.88
Adaptimmune Therapeutics Sponds Adr (ADAP) 0.0 $25k 16k 1.58
Ginkgo Bioworks Holdings Cl A Shs 0.0 $12k 10k 1.16