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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
FICSFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.35%
$375,168
11,049 shares@ $33.96 avg price
XOMExxon Mobil Corp
Recent Activity
New Position
0.33%
$345,300
3,210 shares@ $107.58 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.31%
$327,777
9,143 shares@ $35.86 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.26%
$278,082
1,469 shares@ $189.31 avg price
SCHBSchwab Strategic Tr
Recent Activity
New Position
0.24%
$256,306
11,291 shares@ $22.71 avg price