Columbia Advisory Partners

Columbia Advisory Partners as of March 31, 2025

Portfolio Holdings for Columbia Advisory Partners

Columbia Advisory Partners holds 72 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 15.6 $18M 225k 79.86
Wisdomtree Tr Us Quality Grow (QGRW) 11.9 $14M 312k 43.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.0 $10M 370k 27.96
Wisdomtree Tr Us Multifactor (USMF) 6.0 $7.0M 141k 49.62
Vanguard Index Fds Mcap Vl Idxvip (VOE) 5.7 $6.6M 41k 160.54
J P Morgan Exchange Traded F Us Value Factr (JVAL) 5.0 $5.8M 141k 41.42
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 3.0 $3.5M 38k 92.27
Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.5 $2.9M 53k 54.76
Ishares Tr Msci Usa Mmentm (MTUM) 2.4 $2.8M 14k 202.13
Wisdomtree Tr Us S Cap Qty Div (DGRS) 2.3 $2.7M 58k 46.50
Sprott Physical Gold & Silve Tr Unit (CEF) 2.2 $2.5M 89k 28.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $1.7M 3.2k 532.58
Blackstone Secd Lending Common Stock (BXSL) 1.5 $1.7M 52k 32.36
Sprott Physical Silver Tr Tr Unit (PSLV) 1.4 $1.6M 141k 11.60
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.4 $1.6M 35k 46.02
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.6M 5.8k 274.84
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.4 $1.6M 36k 43.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.3 $1.5M 60k 25.04
Costco Wholesale Corporation (COST) 1.3 $1.5M 1.6k 945.99
Sprott Physical Gold Tr Unit (PHYS) 1.3 $1.5M 61k 24.06
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 1.2 $1.4M 57k 24.75
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 1.2 $1.3M 53k 25.52
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.2 $1.3M 27k 49.16
Select Sector Spdr Tr Indl (XLI) 1.1 $1.2M 9.4k 131.07
Apple (AAPL) 1.0 $1.2M 5.4k 222.12
Amazon (AMZN) 1.0 $1.2M 6.2k 190.26
Microsoft Corporation (MSFT) 1.0 $1.1M 3.0k 375.43
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.8 $927k 31k 29.69
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.7 $762k 11k 67.42
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.7 $752k 28k 26.58
First Tr Value Line Divid In SHS (FVD) 0.6 $705k 16k 44.59
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $653k 2.6k 255.57
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $602k 3.1k 193.99
Goldman Sachs Bdc SHS (GSBD) 0.5 $601k 52k 11.63
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $598k 18k 33.50
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.5 $520k 25k 20.97
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.4 $512k 29k 17.59
Exxon Mobil Corporation (XOM) 0.4 $510k 4.3k 118.93
First Tr Exchange Traded Intl Dev Strngth (FICS) 0.4 $455k 12k 36.64
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.4 $443k 32k 13.73
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $426k 4.6k 91.73
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $423k 7.4k 57.14
Avista Corporation (AVA) 0.3 $398k 9.5k 41.87
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.3 $394k 7.8k 50.71
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $373k 16k 23.43
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $369k 8.1k 45.65
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.3 $367k 9.7k 37.68
Boeing Company (BA) 0.3 $360k 2.1k 170.55
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.3 $353k 27k 13.24
Micron Technology (MU) 0.3 $348k 4.0k 86.89
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.3 $321k 6.4k 50.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $313k 608.00 513.91
Starbucks Corporation (SBUX) 0.3 $298k 3.0k 98.09
Vanguard World Utilities Etf (VPU) 0.3 $293k 1.7k 170.81
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $286k 4.8k 59.84
McDonald's Corporation (MCD) 0.2 $274k 876.00 312.37
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $268k 3.2k 82.94
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $267k 8.7k 30.73
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.2 $252k 7.6k 33.11
NVIDIA Corporation (NVDA) 0.2 $239k 2.2k 108.38
Golub Capital BDC (GBDC) 0.2 $232k 15k 15.14
Alphabet Cap Stk Cl A (GOOGL) 0.2 $225k 1.5k 154.64
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV) 0.2 $223k 10k 22.06
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.2 $220k 5.2k 42.20
Coinbase Global Com Cl A (COIN) 0.2 $218k 1.3k 172.23
Primoris Services (PRIM) 0.2 $211k 3.7k 57.41
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $205k 793.00 258.62
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $165k 15k 11.22
Cleveland-cliffs (CLF) 0.1 $89k 11k 8.22
Humacyte (HUMA) 0.0 $27k 16k 1.71
Bioatla (BCAB) 0.0 $9.0k 26k 0.35
Adaptimmune Therapeutics Sponds Adr (ADAP) 0.0 $7.2k 37k 0.20