$82 Million is the total value of COLUMBIA ADVISORY PARTNERS LLC's 45 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
JPST | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $466,000 | 0.0% | 9,298 | 0.0% | 0.57% | +6.4% | |
MUB | ISHARES TRnational mun etf | $256,000 | -3.4% | 2,495 | 0.0% | 0.31% | +3.0% | |
AVA | AVISTA CORP | $248,000 | -14.8% | 6,692 | 0.0% | 0.30% | -9.3% | |
CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $232,000 | -7.2% | 14,873 | 0.0% | 0.28% | -1.0% | |
FCVT | FIRST TR EXCHANGE-TRADED FDssi strg etf | $223,000 | -1.3% | 7,147 | 0.0% | 0.27% | +5.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 18.4% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 15.3% |
JOHN HANCOCK EXCHANGE TRADED | 8 | Q3 2023 | 13.8% |
ISHARES TR | 8 | Q3 2023 | 14.6% |
INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 8.4% |
APPLE INC | 8 | Q3 2023 | 4.2% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 10.1% |
ISHARES TR | 8 | Q3 2023 | 3.6% |
MICROSOFT CORP | 8 | Q3 2023 | 1.6% |
INVESCO EXCH TRADED FD TR II | 8 | Q3 2023 | 2.2% |
View COLUMBIA ADVISORY PARTNERS LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-16 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-09 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-03 |
13F-HR | 2022-04-29 |
13F-HR | 2022-01-25 |
View COLUMBIA ADVISORY PARTNERS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.