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Kim Smith

@Columbia Advisory Partners Llc

Latest period2024 - Q4ReportedManaged Assets$107.512MTotal holdings64
Assets growth rate1.86%Assets growth rate (2-Q avg)2.44%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Columbia Advisory Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Columbia Advisory Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 107.512M in assets, with a quarterly growth rate of 1.86% and a 2-quarter average growth rate of 2.44%. The portfolio is managed by Kim Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRW
Wisdomtree Tr
Recent Activity
New Position
14.31%
$15.375M
189,978 shares@ $80.94 avg price
QGRW
Wisdomtree Tr
Recent Activity
New Position
12.17%
$13.081M
265,558 shares@ $49.26 avg price
SCHD
Schwab Strategic Tr
Recent Activity
Increased 134.22%
9.3%
$9.996M
365,881 shares@ $27.32 avg price
USMF
Wisdomtree Tr
Recent Activity
New Position
7.23%
$7.766M
156,323 shares@ $49.69 avg price
VOE
Vanguard Index Fds
Recent Activity
Decreased -28.43%
6.38%
$6.853M
42,363 shares@ $161.78 avg price
JVAL
J P Morgan Exchange Traded F
Recent Activity
New Position
4.8%
$5.151M
119,225 shares@ $43.2 avg price
COWZ
Pacer Fds Tr
Recent Activity
Decreased -72.7%
3.85%
$4.132M
73,158 shares@ $56.48 avg price
LQDH
Ishares U S Etf Tr
Recent Activity
Increased 25.99%
2.37%
$2.546M
27,449 shares@ $92.74 avg price
DGRS
Wisdomtree Tr
Recent Activity
New Position
2.32%
$2.487M
48,539 shares@ $51.24 avg price
XLG
Invesco Exchange Traded Fd T
Recent Activity
Decreased -77.06%
1.99%
$2.131M
42,645 shares@ $49.97 avg price

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