Columbia Advisory Partners LLC Incresed Positions in Q1 2025

Columbia Advisory Partners LLC

  • $100 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
35K
+ 18.42%
$78.0 - $84.37 $2.73M - $2.95M
225K $17.8M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
51.8K
+ 138.37%
$24.11 - $28.41 $1.25M - $1.47M
89.2K $2.53M
PHYS
Sprott Physical Gold Trust

Financial Services
48K
+ 369.99%
$20.25 - $24.06 $972K - $1.15M
61K $1.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.12K
+ 195.2%
$442.66 - $534.52 $937K - $1.13M
3.2K $1.68M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
10.1K
+ 36.67%
$92.03 - $93.95 $926K - $946K
37.5K $3.47M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
21.3K
+ 17.85%
$40.87 - $45.28 $870K - $963K
141K $5.79M
PSLV
Sprott Physical Silver Trust

Financial Services
30.1K
+ 27.04%
$9.86 - $11.68 $297K - $352K
141K $1.64M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
33.2K
+ 179.79%
$11.63 - $13.3 $386K - $441K
51.6K $600K
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.2K
+ 43.58%
$24.91 - $29.02 $454K - $529K
60.1K $1.5M
FVD
First Tr Value Line Divid Inde

ETFs
6.83K
+ 76.11%
$42.61 - $45.51 $291K - $311K
15.8K $698K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.18K
+ 1.14%
$27.01 - $28.54 $113K - $119K
370K $10.2M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
9.35K
+ 19.27%
$46.12 - $52.9 $431K - $495K
57.9K $2.69M
XOM
Exxon Mobil Corp

Energy
1.08K
+ 33.49%
$105.44 - $118.93 $113K - $128K
4.29K $509K
FPE
First Tr Pfd Secs & Income ETF

ETFs
9.31K
+ 47.0%
$17.53 - $17.87 $163K - $166K
29.1K $512K
BA
Boeing CO

Industrials
603
+ 40.04%
$148.15 - $186.25 $89.3K - $112K
2.11K $359K
COST
Costco Wholesale Corp

Consumer Defensive
48
+ 3.15%
$890.62 - $1076.86 $42.7K - $51.7K
1.57K $1.49M
FICS
First Tr Exchange Traded Fd Vi

ETFs
1.36K
+ 12.28%
$33.49 - $37.82 $45.4K - $51.3K
12.4K $458K
AVA
Avista Corp

Utilities
92
+ 0.98%
$35.2 - $41.87 $3.24K - $3.85K
9.5K $397K
FTSL
First Trust Senior Ln Fund

ETFs
1.11K
+ 15.97%
$45.65 - $46.48 $50.9K - $51.8K
8.09K $369K
JEPI
J P Morgan Exchange Traded Fd

ETFs
902
+ 13.89%
$56.17 - $59.71 $50.7K - $53.9K
7.4K $419K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
426
+ 1.6%
$48.31 - $49.23 $20.6K - $21K
27.1K $1.33M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
921
+ 1.65%
$24.5 - $24.95 $22.6K - $23K
56.7K $1.41M
PFF
Ishares Trust Ishares Pfd And

ETFs
790
+ 9.99%
$30.73 - $32.26 $24.3K - $25.5K
8.7K $268K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
398
+ 6.67%
$49.22 - $51.73 $19.6K - $20.6K
6.36K $318K
GBDC
Golub Capital Bdc, Inc.

Financial Services
484
+ 3.26%
$14.46 - $15.96 $7K - $7.72K
15.3K $232K
DMAR
First Tr Ex Tr Viii Cboe Vest
175
+ 1.83%
$36.82 - $39.1 $6.44K - $6.84K
9.75K $366K
Wisdomtree Tr
46K
+ 17.32%
N/A
312K $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
175
+ 1.21%
$11.22 - $11.8 $1.96K - $2.07K
14.7K $165K
ADAP
Adaptimmune Therapeutics PLC

Healthcare
20.1K
+ 122.47%
$0.2 - $0.65 $4.02K - $13.1K
36.5K $7K
MSFT
Microsoft Corp

Technology
279
+ 10.23%
$375.39 - $447.2 $105K - $125K
3.01K $1.13M
AMZN
Amazon Com Inc

Consumer Cyclical
205
+ 3.41%
$190.26 - $242.06 $39K - $49.6K
6.21K $1.18M
Activity Summary
Buys All Purchases 46 New Holdings 14 Increased Positions 32 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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