COLUMBIA ADVISORY PARTNERS LLC holdings history

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121 is the total number of securities COLUMBIA ADVISORY PARTNERS LLC has owned. The longest COLUMBIA ADVISORY PARTNERS LLC has owned a single stock is 8 quarters.

COLUMBIA ADVISORY PARTNERS LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHD SCHWAB STRATEGIC TR8815.22%16.70%18.35%Q4 2021Q3 20238
VOE VANGUARD INDEX FDS889.36%13.11%15.30%Q4 2021Q3 20238
JHML JOHN HANCOCK EXCHANGE ...881.99%8.88%13.78%Q4 2021Q3 20238
TIP ISHARES TR880.57%7.78%14.57%Q4 2021Q3 20238
XLG INVESCO EXCHANGE TRADE...886.01%6.96%8.36%Q4 2021Q3 20238
AAPL APPLE INC881.20%3.13%4.21%Q4 2021Q3 20238
SCHA SCHWAB STRATEGIC TR880.72%2.29%10.07%Q4 2021Q3 20238
IEFA ISHARES TR880.22%1.82%3.64%Q4 2021Q3 20238
MSFT MICROSOFT CORP881.03%1.36%1.60%Q4 2021Q3 20238
PGX INVESCO EXCH TRADED FD...880.23%1.21%2.16%Q4 2021Q3 20238
AMZN AMAZON COM INC880.63%1.07%1.54%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW880.67%0.80%0.95%Q4 2021Q3 20238
BA BOEING CO880.57%0.75%0.89%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS880.49%0.74%1.11%Q4 2021Q3 20238
FTSL FIRST TR EXCHANGE-TRAD...880.29%0.43%0.62%Q4 2021Q3 20238
SBUX STARBUCKS CORP880.25%0.41%0.50%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.27%0.35%0.58%Q4 2021Q3 20238
MUB ISHARES TR880.24%0.34%0.50%Q4 2021Q3 20238
CEF SPROTT PHYSICAL GOLD &...880.24%0.31%0.45%Q4 2021Q3 20238
AVA AVISTA CORP880.24%0.29%0.33%Q4 2021Q3 20238
KNG FIRST TR EXCHANGE-TRAD...880.24%0.28%0.34%Q4 2021Q3 20238
IWO ISHARES TR771.02%5.55%8.33%Q1 2022Q3 20237
VWO VANGUARD INTL EQUITY I...430.27%0.70%3.18%Q4 2021Q3 20237
FVD FIRST TR VALUE LINE DI...770.40%0.57%0.91%Q1 2022Q3 20237
FTGC FIRST TR EXCHANGE TRAD...770.33%0.51%0.73%Q1 2022Q3 20237
RDVY FIRST TR EXCHANGE-TRAD...770.27%0.46%0.68%Q1 2022Q3 20237
FPE FIRST TR EXCH TRADED F...770.17%0.23%0.30%Q1 2022Q3 20237
FTHY FIRST TR HIGH YIELD OP...770.14%0.23%0.34%Q1 2022Q3 20237
SCHB SCHWAB STRATEGIC TR510.21%0.28%0.47%Q4 2021Q3 20236
IGV ISHARES TR550.87%1.40%1.92%Q4 2021Q4 20225
MA MASTERCARD INCORPORATED550.50%0.59%0.63%Q4 2021Q4 20225
V VISA INC550.43%0.48%0.51%Q4 2021Q4 20225
JEPI J P MORGAN EXCHANGE TR...550.27%0.46%0.66%Q3 2022Q3 20235
FTCS FIRST TR EXCHANGE-TRAD...550.22%0.28%0.38%Q4 2021Q4 20225
VO VANGUARD INDEX FDS410.20%0.24%0.32%Q4 2021Q3 20235
LQD ISHARES TR440.22%1.01%3.23%Q4 2022Q3 20234
JPST J P MORGAN EXCHANGE-TR...440.40%0.62%0.95%Q1 2022Q4 20224
BLV VANGUARD BD INDEX FDS440.48%0.61%0.72%Q3 2022Q2 20234
DFUS DIMENSIONAL ETF TRUST440.46%0.53%0.62%Q4 2022Q3 20234
DFAT DIMENSIONAL ETF TRUST440.47%0.50%0.53%Q4 2022Q3 20234
VEA VANGUARD TAX-MANAGED FDS440.34%0.48%0.63%Q4 2022Q3 20234
IVV ISHARES TR440.38%0.45%0.62%Q4 2022Q3 20234
MCD MCDONALDS CORP440.38%0.42%0.47%Q4 2022Q3 20234
PSLV SPROTT PHYSICAL SILVER TR440.36%0.41%0.44%Q4 2022Q3 20234
VIG VANGUARD SPECIALIZED F...210.21%0.27%0.40%Q4 2021Q2 20234
SDVY FIRST TR EXCHANGE-TRAD...440.22%0.27%0.32%Q1 2022Q4 20224
MU MICRON TECHNOLOGY INC310.23%0.26%0.29%Q4 2021Q3 20234
FCVT FIRST TR EXCHANGE-TRAD...440.20%0.25%0.28%Q1 2022Q4 20224
SCHV SCHWAB STRATEGIC TR440.20%0.23%0.26%Q4 2022Q3 20234
AIRI AIR INDS GROUP440.04%0.10%0.15%Q4 2021Q3 20224
COWZ PACER FDS TR3310.57%12.89%14.45%Q1 2023Q3 20233
BUFR FIRST TR EXCHNG TRADED...336.72%9.05%11.62%Q1 2023Q3 20233
MOO VANECK ETF TRUST331.07%4.56%6.85%Q1 2023Q3 20233
NORTHERN LTS FD TR IV331.59%2.02%2.50%Q1 2023Q3 20233
ANGL VANECK ETF TRUST330.27%1.38%3.06%Q4 2022Q2 20233
STARBOARD INVT TR330.32%0.82%1.74%Q1 2023Q3 20233
VGSH VANGUARD SCOTTSDALE FDS210.42%0.66%0.81%Q3 2022Q3 20233
BKLN INVESCO EXCH TRADED FD...210.27%0.62%0.80%Q4 2022Q3 20233
VGLT VANGUARD SCOTTSDALE FDS330.49%0.61%0.79%Q1 2023Q3 20233
SHYL DBX ETF TR330.46%0.50%0.53%Q1 2023Q3 20233
DEF INVESCO EXCH TRD SLF I...330.40%0.42%0.43%Q2 2022Q4 20223
SHYG ISHARES TR330.36%0.40%0.42%Q1 2023Q3 20233
FTRI FIRST TR EXCHANGE TRAD...330.17%0.39%0.51%Q1 2023Q3 20233
QQQ INVESCO QQQ TR330.29%0.38%0.48%Q2 2022Q4 20223
FTSM FIRST TR EXCHANGE-TRAD...330.36%0.37%0.39%Q1 2023Q3 20233
GRID FIRST TR EXCHANGE TRAD...330.21%0.24%0.27%Q4 2021Q2 20223
FYX FIRST TR SML CP CORE A...210.19%0.22%0.24%Q1 2022Q4 20223
ORN ORION GROUP HLDGS INC330.05%0.06%0.08%Q1 2022Q3 20223
IEF ISHARES TR220.53%1.93%3.33%Q4 2022Q1 20232
SCHG SCHWAB STRATEGIC TR110.25%1.65%3.06%Q4 2021Q3 20232
SJNK SPDR SER TR220.80%0.80%0.80%Q2 2023Q3 20232
HYS PIMCO ETF TR220.79%0.80%0.80%Q2 2023Q3 20232
FIXD FIRST TR EXCHNG TRADED...220.51%0.76%1.02%Q2 2023Q3 20232
WISDOMTREE TR220.62%0.66%0.69%Q1 2022Q2 20222
XLE SELECT SECTOR SPDR TR220.38%0.39%0.41%Q4 2022Q1 20232
COIN COINBASE GLOBAL INC220.27%0.30%0.33%Q4 2021Q1 20222
IJR ISHARES TR220.29%0.29%0.29%Q4 2022Q1 20232
HYLB DBX ETF TR110.23%0.28%0.34%Q4 2021Q3 20232
SGOL ABRDN GOLD ETF TRUST220.27%0.28%0.29%Q4 2022Q1 20232
SCHM SCHWAB STRATEGIC TR220.24%0.24%0.25%Q4 2021Q1 20222
BAC BK OF AMERICA CORP220.22%0.23%0.24%Q4 2021Q1 20222
HYD VANECK ETF TRUST220.21%0.23%0.24%Q4 2021Q1 20222
UCON FIRST TR EXCHNG TRADED...220.22%0.22%0.22%Q2 2023Q3 20232
RTX RTX CORPORATION110.21%0.22%0.22%Q4 2022Q3 20232
VTRS VIATRIS INC220.17%0.19%0.20%Q4 2021Q1 20222
HPE HEWLETT PACKARD ENTERP...220.17%0.18%0.19%Q4 2021Q1 20222
GINKGO BIOWORKS HOLDIN...220.02%0.02%0.02%Q2 2023Q3 20232
CIDM CINEDIGM CORP220.01%0.01%0.02%Q4 2021Q1 20222
XLI SELECT SECTOR SPDR TR115.98%5.98%5.98%Q3 2023Q3 20231
TLT ISHARES TR113.16%3.16%3.16%Q1 2023Q1 20231
THY NORTHERN LIGHTS FD TR111.58%1.58%1.58%Q1 2023Q1 20231
TBF PROSHARES TR110.90%0.90%0.90%Q3 2023Q3 20231
SCHZ SCHWAB STRATEGIC TR110.83%0.83%0.83%Q4 2021Q4 20211
BLACKSTONE SECD LENDIN...110.79%0.79%0.79%Q3 2023Q3 20231
VGIT VANGUARD SCOTTSDALE FDS110.45%0.45%0.45%Q3 2023Q3 20231
VTIP VANGUARD MALVERN FDS110.45%0.45%0.45%Q1 2022Q1 20221
HYG ISHARES TR110.38%0.38%0.38%Q4 2022Q4 20221
FLTR VANECK ETF TRUST110.37%0.37%0.37%Q4 2021Q4 20211
BSV VANGUARD BD INDEX FDS110.35%0.35%0.35%Q4 2021Q4 20211
TBT PROSHARES TR110.30%0.30%0.30%Q4 2022Q4 20221
ILTB ISHARES TR110.29%0.29%0.29%Q4 2021Q4 20211
GT GOODYEAR TIRE & RUBR CO110.27%0.27%0.27%Q4 2021Q4 20211
FXO FIRST TR EXCHANGE TRAD...110.25%0.25%0.25%Q2 2022Q2 20221
MRVL MARVELL TECHNOLOGY INC110.25%0.25%0.25%Q4 2021Q4 20211
QCOM QUALCOMM INC110.24%0.24%0.24%Q4 2021Q4 20211
CWB SPDR SER TR110.24%0.24%0.24%Q4 2021Q4 20211
IGLD FIRST TR EXCHANGE-TRAD...110.24%0.24%0.24%Q3 2023Q3 20231
FHN FIRST HORIZON CORPORATION110.23%0.23%0.23%Q1 2022Q1 20221
DHS WISDOMTREE TR110.23%0.23%0.23%Q4 2022Q4 20221
HD HOME DEPOT INC110.22%0.22%0.22%Q4 2021Q4 20211
PFF ISHARES TR110.22%0.22%0.22%Q3 2023Q3 20231
CLF CLEVELAND-CLIFFS INC NEW110.22%0.22%0.22%Q4 2021Q4 20211
AIRR FIRST TR EXCHANGE-TRAD...110.22%0.22%0.22%Q1 2022Q1 20221
ASLE AERSALE CORPORATION110.19%0.19%0.19%Q2 2022Q2 20221
ACCO ACCO BRANDS CORP110.17%0.17%0.17%Q3 2023Q3 20231
BW BABCOCK & WILCOX ENTER...110.11%0.11%0.11%Q1 2022Q1 20221
MPAA MOTORCAR PTS AMER INC110.08%0.08%0.08%Q1 2023Q1 20231
SUP SUPERIOR INDS INTL INC110.05%0.05%0.05%Q4 2021Q4 20211
TELL TELLURIAN INC NEW110.03%0.03%0.03%Q3 2022Q3 20221
BWEN BROADWIND INC110.02%0.02%0.02%Q1 2022Q1 20221
FTK FLOTEK INDS INC DEL110.02%0.02%0.02%Q4 2021Q4 20211
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The securities at the top of the list , including SCHWAB STRATEGIC TR, VANGUARD INDEX FDS, and JOHN HANCOCK EXCHANGE TRADED, are the highest-conviction holdings of COLUMBIA ADVISORY PARTNERS LLC.

The conviction is calculated by counting the number of quarters a security has been reported by COLUMBIA ADVISORY PARTNERS LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that COLUMBIA ADVISORY PARTNERS LLC owns currently or has owned in the past.