Columbia Advisory Partners LLC Purchases in Q2 2025

Columbia Advisory Partners LLC

  • $111 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
40.6K
+ 18.04%
$71.28 - $83.74 $2.89M - $3.4M
266K $22.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
14.7K
New
$113.67 - $150.4 $1.67M - $2.2M
14.7K $2.2M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
25.5K
+ 18.12%
$36.14 - $44.23 $920K - $1.13M
166K $7.34M
GBIL
Goldman Sachs Access Treasury

ETFs
14K
New
$99.83 - $100.19 $1.4M - $1.41M
14K $1.41M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
21K
+ 14.92%
$44.42 - $51.46 $932K - $1.08M
162K $8.28M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
34.2K
New
$28.75 - $33.88 $983K - $1.16M
34.2K $1.16M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.25K
+ 16.51%
$180.84 - $240.32 $407K - $541K
15.9K $3.82M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
19.8K
+ 34.22%
$40.64 - $47.27 $805K - $936K
77.7K $3.62M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
12.1K
New
$41.3 - $47.0 $500K - $569K
12.1K $568K
MUB
Ishares National Muni Bond ETF

ETFs
4.16K
New
$102.31 - $105.8 $426K - $440K
4.16K $434K
MSFT
Microsoft Corp

Technology
21
+ 0.7%
$354.56 - $497.45 $7.45K - $10.4K
3.03K $1.51M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
5.81K
+ 6.52%
$26.18 - $30.91 $152K - $180K
95K $2.86M
PPG
Ppg Industries Inc

Basic Materials
2.8K
New
$91.66 - $115.04 $257K - $322K
2.8K $318K
COIN
Coinbase Global, Inc.

Technology
168
+ 13.29%
$151.47 - $375.07 $25.4K - $63K
1.43K $501K
AIQ
Global X Funds Global X Artifi

ETFs
5.84K
New
$31.5 - $43.69 $184K - $255K
5.84K $255K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.33K
+ 58.53%
$51.14 - $57.0 $221K - $247K
11.7K $666K
FDL
First Tr Morningstar Dividend

ETFs
5.7K
New
$38.19 - $43.19 $218K - $246K
5.7K $238K
IVV
Ishares Core S&P 500 ETF

ETFs
336
New
$498.8 - $620.9 $168K - $209K
336 $208K
RTX
Raytheon Technologies Corp

Industrials
1.41K
New
$113.75 - $148.48 $160K - $209K
1.41K $205K
NVDA
Nvidia Corp

Technology
436
+ 19.74%
$94.31 - $157.99 $41.1K - $68.9K
2.65K $417K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
575
+ 3.22%
$29.52 - $35.31 $17K - $20.3K
18.4K $650K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.61K
+ 8.94%
$16.93 - $17.81 $44.1K - $46.4K
31.7K $564K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
69
+ 1.49%
$91.43 - $91.74 $6.31K - $6.33K
4.72K $432K
ADAP
Adaptimmune Therapeutics PLC

Healthcare
200
+ 0.55%
$0.22 - $0.32 $44 - $64
36.7K $8K
Wisdomtree Tr
55.1K
+ 17.69%
N/A
367K $0
SFLR
Innovator Etfs Tr Equity Manag
17K
New
N/A
17K $0
AAPL
Apple Inc.

Technology
416
+ 7.73%
$172.42 - $223.89 $71.7K - $93.1K
5.8K $1.19M
MCD
Mcdonalds Corp

Consumer Cyclical
21
+ 2.4%
$285.55 - $321.23 $6K - $6.75K
897 $262K
XOM
Exxon Mobil Corp

Energy
109
+ 2.54%
$99.93 - $119.04 $10.9K - $13K
4.39K $473K
Activity Summary
Buys All Purchases 30 New Holdings 12 Increased Positions 18 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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