COLUMBIA ADVISORY PARTNERS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CA COLUMBIA ADVISORY PARTNERS LLC | Institutional Filer | ▲ 6.73% | $156.7M | 92 |
Current Portfolio Holdings
Showing all 92 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | QGRW | WISDOMTREE TR | — | 426K | $22.8M | 14.53% |
| 2 | DGRW | WISDOMTREE TR | — | 226K | $19.9M | 12.70% |
| 3 | JVAL | J P MORGAN EXCHANGE TRADED F | — | 163K | $8.0M | 5.10% |
| 4 | BUFB | INNOVATOR ETFS TRUST | — | 183K | $6.6M | 4.20% |
| 5 | WTV | WISDOMTREE TR | — | 65K | $6.1M | 3.92% |
| 6 | XMMO | INVESCO EXCHANGE TRADED FD T | — | 32K | $4.6M | 2.93% |
| 7 | DGRS | WISDOMTREE TR | — | 79K | $4.2M | 2.66% |
| 8 | MTUM | ISHARES TR | — | 16K | $3.8M | 2.46% |
| 9 | BUFF | INNOVATOR ETFS TRUST | — | 75K | $3.7M | 2.36% |
| 10 | DDWM | WISDOMTREE TR | — | 82K | $3.6M | 2.30% |
| 11 | SFLR | INNOVATOR ETFS TRUST | — | 97K | $3.4M | 2.19% |
| 12 | SHAG | WISDOMTREE TR | — | 66K | $3.2M | 2.02% |
| 13 | CEF | SPROTT ASSET MANAGEMENT LP | — | 66K | $3.1M | 2.00% |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | — | 35K | $2.8M | 1.76% |
| 15 | IMTM | ISHARES TR | — | 56K | $2.7M | 1.72% |
Showing 1 to 15 of 92 holdings