Columbia Advisory Partners LLC Portfolio Holdings by Sector

Columbia Advisory Partners LLC

$101 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs COWZ SCHD VOE XLG XLI BUFR SCHG IWO 33 stocks	$85,422 84.88% of portfolio	20	12	11	-	0 Calls 0 Puts
Asset Management \| Financial Services BXSL PSLV CEF PHYS GSBD GBDC 6 stocks	$4,746 4.72% of portfolio	2	4	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,968 1.96% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$1,392 1.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,348 1.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,310 1.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1,227 1.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Services \| Communication Services IGLD 1 stocks	$543 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology MU 1 stocks	$500 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$463 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$395 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$379 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities AVA 1 stocks	$318 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology COIN 1 stocks	$236 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PRIM 1 stocks	$213 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare VTRS 1 stocks	$128 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ADAP BCAB 2 stocks	$48 0.05% of portfolio	2	-	1	-	0 Calls 0 Puts

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