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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
BILSpdr Ser Tr
Recent Activity
Exited
0%
$706,203
7,692 shares@ $91.82 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$427,114
8,446 shares@ $50.57 avg price
VBRVanguard Index Fds
Recent Activity
Exited
0%
$418,426
2,084 shares@ $200.79 avg price
MUBIshares Tr
Recent Activity
Exited
0%
$329,583
3,034 shares@ $108.63 avg price
XMLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$310,816
5,092 shares@ $61.05 avg price
HYDVaneck Etf Trust
Recent Activity
Exited
0%
$291,036
5,484 shares@ $53.08 avg price
SMLVSpdr Ser Tr
Recent Activity
Exited
0%
$268,572
2,162 shares@ $124.23 avg price
LQDIshares Tr
Recent Activity
Exited
0%
$237,642
2,103 shares@ $113.01 avg price
COINCoinbase Global Inc
Recent Activity
Exited
0%
$236,788
1,329 shares@ $178.18 avg price