Columbia Advisory Partners LLC Reduced Holdings in Q2 2025

Columbia Advisory Partners LLC

  • $111 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-29.8K
- 56.12%
$47.46 - $55.3 $1.41M - $1.65M
23.3K $1.28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.48K
- 2.29%
$24.32 - $27.87 $206K - $236K
362K $9.58M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-29.7K
- 49.34%
$22.27 - $29.21 $660K - $866K
30.4K $889K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-5.61K
- 14.94%
$88.49 - $92.4 $496K - $518K
31.9K $2.95M
BXSL
Blackstone Secured Lending Fund

Financial Services
-11.4K
- 21.94%
$26.88 - $32.74 $307K - $374K
40.6K $1.25M
XLI
Industrial Sector Spdr

ETFs
-3.98K
- 42.56%
$116.42 - $147.52 $464K - $587K
5.38K $792K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-15.1K
- 48.44%
$27.3 - $31.8 $413K - $481K
16.1K $511K
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.53K
- 8.55%
$141.87 - $164.49 $501K - $581K
37.8K $6.21M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-10.7K
- 37.99%
$23.55 - $27.67 $253K - $297K
17.5K $485K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-18K
- 34.88%
$9.85 - $11.67 $177K - $210K
33.6K $378K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-128
- 4.0%
$483.48 - $539.8 $61.9K - $69.1K
3.07K $1.49M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-849
- 33.23%
$224.16 - $285.86 $190K - $243K
1.71K $487K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.29K
- 6.4%
$42.72 - $44.24 $97.7K - $101K
33.5K $1.47M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.23K
- 4.55%
$48.5 - $49.35 $59.7K - $60.7K
25.8K $1.27M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-2.54K
- 4.47%
$24.48 - $24.9 $62.1K - $63.1K
54.2K $1.35M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-918
- 19.23%
$59.8 - $60.07 $54.9K - $55.1K
3.86K $230K
VIG
Vanguard Dividend Appreciation

ETFs
-291
- 9.38%
N/A
2.81K $512K
FTGC
First Trust Global Tactical CO

ETFs
-398
- 0.75%
$23.09 - $25.91 $9.19K - $10.3K
52.5K $1.29M
FICS
First Tr Exchange Traded Fd Vi

ETFs
-1.72K
- 13.82%
$33.47 - $40.22 $57.4K - $69K
10.7K $420K
PHYS
Sprott Physical Gold Trust

Financial Services
-4.41K
- 7.23%
$22.82 - $26.29 $101K - $116K
56.6K $1.43M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-2.26K
- 9.11%
$19.73 - $22.32 $44.6K - $50.4K
22.5K $489K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-408
- 5.26%
$49.79 - $50.75 $20.3K - $20.7K
7.35K $373K
PSLV
Sprott Physical Silver Trust

Financial Services
-8.73K
- 6.17%
$9.98 - $12.51 $87.1K - $109K
133K $1.62M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-367
- 11.34%
$75.29 - $91.16 $27.6K - $33.5K
2.87K $258K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-104
- 0.71%
$10.78 - $11.28 $1.12K - $1.17K
14.6K $161K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2
- 0.02%
$29.0 - $30.68 $58 - $61.4
8.7K $266K
FTSL
First Trust Senior Ln Fund

ETFs
-93
- 1.15%
$44.58 - $46.07 $4.15K - $4.28K
8K $367K
BUYW
Northern Lts Fd Tr Iv Main Buy
-16.1K
- 49.92%
N/A
16.1K $0
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-1.3K
- 4.88%
$11.52 - $14.55 $15K - $18.9K
25.3K $360K
GOOGL
Alphabet Inc.

Communication Services
-80
- 5.5%
$144.7 - $178.6 $11.6K - $14.3K
1.38K $242K
DMAR
First Tr Ex Tr Viii Cboe Vest
-16
- 0.16%
$35.55 - $39.57 $569 - $633
9.73K $385K
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 3.18%
$908.13 - $1056.85 $45.4K - $52.8K
1.52K $1.51M
JHML
John Hancock Multifactor Large

ETFs
-667
- 5.9%
$59.74 - $73.35 $39.8K - $48.9K
10.6K $780K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-22
- 0.14%
$20.42 - $25.3 $449 - $557
15.9K $401K
BA
Boeing CO

Industrials
-129
- 6.12%
$136.59 - $217.51 $17.6K - $28.1K
1.98K $414K
VTI
Vanguard Total Stock Market Et

ETFs
-375
- 6.43%
$243.75 - $303.93 $91.4K - $114K
5.45K $1.66M
PRIM
Primoris Services Corp

Industrials
-65
- 1.77%
$52.66 - $80.05 $3.42K - $5.2K
3.61K $281K
MU
Micron Technology Inc

Technology
-117
- 2.92%
$64.72 - $127.91 $7.57K - $15K
3.89K $479K
AMZN
Amazon Com Inc

Consumer Cyclical
-14
- 0.23%
$167.32 - $223.3 $2.34K - $3.13K
6.2K $1.36M
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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