test

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
VOOVanguard Index Fds
Recent Activity
Increased 64.64%
0.42%
$451,523
838 shares@ $538.82 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 99.96%
0.4%
$422,759
16,348 shares@ $25.86 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 0.72%
0.35%
$373,542
6,493 shares@ $57.53 avg price
FTRIFirst Tr Exchange Traded Fd
Recent Activity
Increased 6.61%
0.34%
$356,469
29,642 shares@ $12.03 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 66.43%
0.33%
$350,690
19,813 shares@ $17.7 avg price
AVAAvista Corp
Recent Activity
Increased 14.39%
0.33%
$344,652
9,409 shares@ $36.64 avg price
SPHYSpdr Ser Tr
Recent Activity
Increased 10.19%
0.29%
$302,247
12,878 shares@ $23.48 avg price
PFFIshares Tr
Recent Activity
Increased 12.23%
0.24%
$248,722
7,911 shares@ $31.45 avg price
GSBDGoldman Sachs Bdc Inc
Recent Activity
Increased 2.45%
0.21%
$223,354
18,459 shares@ $12.11 avg price
VTRSViatris Inc
Recent Activity
Increased 0.15%
0.13%
$138,058
11,089 shares@ $12.45 avg price