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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 134.22%
9.3%
$9.996M
365,881 shares@ $27.32 avg price
LQDHIshares U S Etf Tr
Recent Activity
Increased 25.99%
2.37%
$2.546M
27,449 shares@ $92.74 avg price
VTIVanguard Index Fds
Recent Activity
Increased 5.66%
1.98%
$2.129M
7,345 shares@ $289.81 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
Increased 5.25%
1.61%
$1.721M
53,258 shares@ $32.32 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 6.34%
1.45%
$1.556M
36,208 shares@ $42.98 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 11.58%
1.28%
$1.375M
55,801 shares@ $24.66 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Increased 5.72%
1.26%
$1.346M
56,229 shares@ $23.94 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Increased 5.8%
1.21%
$1.296M
26,636 shares@ $48.67 avg price
JHMLJohn Hancock Exchange Traded
Recent Activity
Increased 1.44%
0.75%
$796,054
11,429 shares@ $69.66 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 7.76%
0.46%
$491,356
1,084 shares@ $453.29 avg price