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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
MSFTMicrosoft Corp
Recent Activity
Decreased -10.43%
1.07%
$1.15M
2,728 shares@ $421.46 avg price
PSLVSprott Physical Silver Tr
Recent Activity
Decreased -12.74%
1%
$1.074M
111,298 shares@ $9.66 avg price
IWOIshares Tr
Recent Activity
Decreased -76.9%
0.92%
$985,317
3,423 shares@ $287.86 avg price
CEFSprott Physical Gold & Silve
Recent Activity
Decreased -9.81%
0.83%
$888,624
37,400 shares@ $23.76 avg price
BUYWNorthern Lts Fd Tr Iv
Recent Activity
Decreased -79.8%
0.6%
$636,013
45,625 shares@ $13.95 avg price
IGLDFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.52%
0.44%
$468,451
24,812 shares@ $18.89 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -5.77%
0.37%
$391,625
8,974 shares@ $43.64 avg price
MUMicron Technology Inc
Recent Activity
Decreased -6.25%
0.36%
$380,656
4,523 shares@ $84.17 avg price
PRIMPrimoris Svcs Corp
Recent Activity
Decreased -0.24%
0.27%
$280,464
3,671 shares@ $76.4 avg price
BABoeing Co
Recent Activity
Decreased -42.12%
0.25%
$266,562
1,506 shares@ $177.0 avg price