The Analysis of COLUMBIA ADVISORY PARTNERS LLC's Holdings

Currently, COLUMBIA ADVISORY PARTNERS LLC holds 90 types of securities in its portfolio with a total value $146.8M. In the most recent quarter, they have increased their positions in BUFB (+65.7K shares, valued at $2.4M), QGRW (+40.5K shares, valued at $2.4M), BUFF (+24.9K shares, valued at $1.2M); decreased their positions in SCHD (-80.8K shares, valued at $2.2M), USMF (-32.2K shares, valued at $1.7M), LQDH (-7.4K shares, valued at $689.7K); initiated new positions in IEF (+8.3K shares, valued at $798.5K), BITB (+8.0K shares, valued at $382.7K), EMLC (+14.2K shares, valued at $367.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QGRW WISDOMTREE TR402.5K shares11.18%2025-12-312026-01-22

DGRW WISDOMTREE TR262.7K shares-1.01%2025-12-312026-01-22

JVAL J P MORGAN EXCHANGE TRADED F163.5K shares-0.78%2025-12-312026-01-22

SCHD SCHWAB STRATEGIC TR277.4K shares-22.56%2025-12-312026-01-22

USMF WISDOMTREE TR128.3K shares-20.07%2025-12-312026-01-22

VOE VANGUARD INDEX FDS34.4K shares-6.40%2025-12-312026-01-22

BUFB INNOVATOR ETFS TRUST141.5K shares86.72%2025-12-312026-01-22

MTUM ISHARES TR15.8K shares-0.79%2025-12-312026-01-22

Sponsored

DGRS WISDOMTREE TR79.4K shares1.16%2025-12-312026-01-22

CEF SPROTT ASSET MANAGEMENT LP85.3K shares-7.64%2025-12-312026-01-22

BUFF INNOVATOR ETFS TRUST55.2K shares82.47%2025-12-312026-01-22

SFLR INNOVATOR ETFS TRUST73.3K shares80.37%2025-12-312026-01-22

PSLV SPROTT ASSET MANAGEMENT LP112.9K shares-12.80%2025-12-312026-01-22

IUSG ISHARES TR14.7K shares0.00%2025-12-312026-01-22

LQDH ISHARES U S ETF TR21.1K shares-25.94%2025-12-312026-01-22

UCON FIRST TR EXCHNG TRADED FD VI66.1K shares-7.53%2025-12-312026-01-22

Sponsored

AAPL APPLE INC6.0K shares-1.23%2025-12-312026-01-22

FIXD FIRST TR EXCHNG TRADED FD VI36.7K shares-13.27%2025-12-312026-01-22

VTI VANGUARD INDEX FDS4.3K shares-9.98%2025-12-312026-01-22

XLG INVESCO EXCHANGE TRADED FD T23.3K shares-11.37%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.7K shares-4.65%2025-12-312026-01-22

AMZN AMAZON COM INC5.8K shares0.14%2025-12-312026-01-22

FTGC FIRST TR EXCHANGE TRAD FD VI56.2K shares-9.69%2025-12-312026-01-22

COST COSTCO WHSL CORP NEW1.5K shares-1.31%2025-12-312026-01-22

Sponsored

MSFT MICROSOFT CORP2.5K shares-2.37%2025-12-312026-01-22

PHYS SPROTT ASSET MANAGEMENT LP35.0K shares-34.59%2025-12-312026-01-22

FVD FIRST TR EXCHANGE-TRADED FD22.8K shares-5.23%2025-12-312026-01-22

COWZ PACER FDS TR16.4K shares-19.35%2025-12-312026-01-22

FPE FIRST TR EXCH TRADED FD III53.5K shares-0.51%2025-12-312026-01-22

MU MICRON TECHNOLOGY INC3.0K shares-16.65%2025-12-312026-01-22

IEF ISHARES TR8.3K sharesnew addition2025-12-312026-01-22

BXSL BLACKSTONE SECD LENDING FD29.5K shares-18.82%2025-12-312026-01-22

Sponsored

BALT INNOVATOR ETFS TRUST23.0K shares52.37%2025-12-312026-01-22

FTCS FIRST TR EXCHANGE-TRADED FD8.2K shares-5.08%2025-12-312026-01-22

SDVY FIRST TR EXCHANGE-TRADED FD19.0K shares-0.63%2025-12-312026-01-22

XLI SELECT SECTOR SPDR TR4.7K shares-11.99%2025-12-312026-01-22

LMBS FIRST TR EXCHANGE-TRADED FD14.3K shares-22.13%2025-12-312026-01-22

JHML JOHN HANCOCK EXCHANGE TRADED8.7K shares-14.39%2025-12-312026-01-22

VIG VANGUARD SPECIALIZED FUNDS2.7K shares-2.39%2025-12-312026-01-22

VGIT VANGUARD SCOTTSDALE FDS9.9K shares59.03%2025-12-312026-01-22

Sponsored

SCHG SCHWAB STRATEGIC TR17.3K shares-7.94%2025-12-312026-01-22

XOM EXXON MOBIL CORP4.1K shares0.17%2025-12-312026-01-22

BIL SPDR SERIES TRUST4.9K shares-21.19%2025-12-312026-01-22

BUFR FIRST TR EXCHNG TRADED FD VI12.8K shares-8.40%2025-12-312026-01-22

AVUV AMERICAN CENTY ETF TR4.2K shares-14.26%2025-12-312026-01-22

NVDA NVIDIA CORPORATION2.3K shares9.42%2025-12-312026-01-22

IJR ISHARES TR3.5K shares0.00%2025-12-312026-01-22

IWO ISHARES TR1.3K shares-17.56%2025-12-312026-01-22

Sponsored

VIGI VANGUARD WHITEHALL FDS4.5K shares58.07%2025-12-312026-01-22

COIN COINBASE GLOBAL INC1.8K shares8.00%2025-12-312026-01-22

PRIM PRIMORIS SVCS CORP3.2K shares-3.65%2025-12-312026-01-22

JEPI J P MORGAN EXCHANGE TRADED F6.9K shares-52.57%2025-12-312026-01-22

IGLD FIRST TR EXCHANGE-TRADED FD15.7K shares-3.12%2025-12-312026-01-22

BITB BITWISE BITCOIN ETF TR8.0K sharesnew addition2025-12-312026-01-22

MUB ISHARES TR3.6K shares4.59%2025-12-312026-01-22

ALPHABET INC ALPHABET INC1.2K shares1.17%2025-12-312026-01-22

Sponsored

VO VANGUARD INDEX FDS1.3K shares18.26%2025-12-312026-01-22

EMLC VANECK ETF TRUST14.2K sharesnew addition2025-12-312026-01-22

BA BOEING CO1.7K shares34.73%2025-12-312026-01-22

TSLA TESLA INC766 shares-9.67%2025-12-312026-01-22

JAAA JANUS DETROIT STR TR6.8K shares-15.27%2025-12-312026-01-22

SCHV SCHWAB STRATEGIC TR11.4K shares-2.92%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS537 sharesnew addition2025-12-312026-01-22

SBUX STARBUCKS CORP3.8K shares-29.73%2025-12-312026-01-22

Sponsored

VMBS VANGUARD SCOTTSDALE FDS6.7K sharesnew addition2025-12-312026-01-22

VBR VANGUARD INDEX FDS1.4K shares-26.31%2025-12-312026-01-22

FTSL FIRST TR EXCHANGE-TRADED FD6.6K shares-20.12%2025-12-312026-01-22

AIQ GLOBAL X FDS5.9K shares0.53%2025-12-312026-01-22

PFF ISHARES TR9.5K shares-1.16%2025-12-312026-01-22

FICS FIRST TR EXCHANGE TRADED FD6.8K shares-9.83%2025-12-312026-01-22

MCD MCDONALDS CORP863 shares-4.22%2025-12-312026-01-22

AVA AVISTA CORP6.7K shares0.00%2025-12-312026-01-22

Sponsored

GDEC FIRST TR EXCHNG TRADED FD VI6.7K shares-12.17%2025-12-312026-01-22

AGQ PROSHARES TR II1.6K sharesnew addition2025-12-312026-01-22

FTRI FIRST TR EXCHANGE TRADED FD15.5K shares-13.64%2025-12-312026-01-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL877 shares-12.74%2025-12-312026-01-22

IVV ISHARES TR344 shares0.00%2025-12-312026-01-22

ETHW BITWISE ETHEREUM ETF11.1K sharesnew addition2025-12-312026-01-22

FDL FIRST TR EXCHANGE-TRADED FD5.3K shares-11.40%2025-12-312026-01-22

GSBD GOLDMAN SACHS BDC INC25.0K shares-6.02%2025-12-312026-01-22

Sponsored

VYM VANGUARD WHITEHALL FDS1.5K shares0.00%2025-12-312026-01-22

GBDC GOLUB CAP BDC INC16.0K shares-6.94%2025-12-312026-01-22

RTX RTX CORPORATION1.1K sharesnew addition2025-12-312026-01-22

IJH ISHARES TR3.0K sharesnew addition2025-12-312026-01-22

QYLD GLOBAL X FDS11.2K shares0.00%2025-12-312026-01-22

BUYW NORTHERN LTS FD TR IV13.7K shares-14.37%2025-12-312026-01-22

RYLD GLOBAL X FDS12.6K shares0.00%2025-12-312026-01-22

CLF CLEVELAND-CLIFFS INC NEW11.6K sharesnew addition2025-12-312026-01-22

Sponsored

HUMA HUMACYTE INC15.7K shares0.00%2025-12-312026-01-22

BCAB BIOATLA INC26.1K shares0.00%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available