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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOEVanguard Index Fds
Recent Activity
Decreased -28.43%
6.38%
$6.853M
42,363 shares@ $161.78 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -72.7%
3.85%
$4.132M
73,158 shares@ $56.48 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Decreased -77.06%
1.99%
$2.131M
42,645 shares@ $49.97 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -78.3%
1.66%
$1.78M
13,511 shares@ $131.77 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -75.39%
1.5%
$1.605M
52,679 shares@ $30.47 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -2.92%
1.3%
$1.398M
1,525 shares@ $916.46 avg price
AAPLApple Inc
Recent Activity
Decreased -4.54%
1.29%
$1.384M
5,526 shares@ $250.41 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -8.87%
1.23%
$1.317M
6,005 shares@ $219.4 avg price
DYFIEtf Opportunities Trust
Recent Activity
Decreased -3.48%
1.21%
$1.297M
55,713 shares@ $23.29 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -0.43%
1.09%
$1.167M
41,861 shares@ $27.87 avg price