Columbia Advisory Partners LLC Reduced Holdings in Q4 2024

Columbia Advisory Partners LLC

  • $91.3 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-195K
- 72.7%
$56.06 - $61.35 $10.9M - $12M
73.2K $4.13M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-143K
- 77.06%
$46.94 - $51.62 $6.72M - $7.4M
42.6K $2.13M
XLI
Industrial Sector Spdr

ETFs
-48.8K
- 78.31%
$131.76 - $143.99 $6.43M - $7.02M
13.5K $1.78M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-161K
- 75.4%
$29.73 - $30.81 $4.8M - $4.97M
52.7K $1.61M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-11.4K
- 76.9%
$278.19 - $315.36 $3.17M - $3.59M
3.42K $985K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-182
- 0.43%
$25.93 - $105.3 $4.72K - $19.2K
41.9K $1.17M
VOE
Vanguard Mid Cap Value Index F

ETFs
-16.8K
- 28.44%
$160.89 - $176.18 $2.71M - $2.97M
42.4K $6.85M
PSLV
Sprott Physical Silver Trust

Financial Services
-16.3K
- 12.74%
$9.65 - $11.76 $157K - $191K
111K $1.07M
PHYS
Sprott Physical Gold Trust

Financial Services
-8.47K
- 39.49%
$19.66 - $21.66 $166K - $183K
13K $261K
MSFT
Microsoft Corp

Technology
-318
- 10.44%
$406.35 - $454.46 $129K - $145K
2.73K $1.15M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-4.07K
- 9.81%
$23.63 - $26.47 $96.2K - $108K
37.4K $888K
MU
Micron Technology Inc

Technology
-302
- 6.26%
$84.16 - $113.41 $25.4K - $34.2K
4.52K $380K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-385
- 1.53%
$18.62 - $22.39 $7.17K - $8.62K
24.8K $468K
FVD
First Tr Value Line Divid Inde

ETFs
-550
- 5.77%
$43.4 - $46.7 $23.9K - $25.7K
8.97K $391K
ADAP
Adaptimmune Therapeutics PLC

Healthcare
-15K
- 47.74%
$0.54 - $0.95 $8.1K - $14.3K
16.4K $8K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-588
- 3.9%
$11.42 - $12.5 $6.71K - $7.35K
14.5K $166K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-613
- 3.96%
$14.69 - $15.67 $9K - $9.61K
14.9K $225K
ETF Opportunities Trust
-2.01K
- 3.49%
N/A
55.7K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
-180K
- 79.8%
N/A
45.6K $0
COST
Costco Wholesale Corp

Consumer Defensive
-46
- 2.93%
$873.59 - $994.69 $40.2K - $45.8K
1.53K $1.4M
AAPL
Apple Inc.

Technology
-263
- 4.54%
$221.69 - $259.02 $58.3K - $68.1K
5.53K $1.38M
PRIM
Primoris Services Corp

Industrials
-9
- 0.24%
$57.06 - $84.91 $514 - $764
3.67K $280K
AMZN
Amazon Com Inc

Consumer Cyclical
-585
- 8.88%
$180.88 - $232.93 $106K - $136K
6.01K $1.32M
Activity Summary
Buys All Purchases 36 New Holdings 15 Increased Positions 21 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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