Columbia Advisory Partners LLC Top Holdings and 13F Report (2025) About Columbia Advisory Partners LLCInvestment ActivityColumbia Advisory Partners LLC has $115.34 million in total holdings as of March 31, 2025.Columbia Advisory Partners LLC owns shares of 72 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 17.11% of the portfolio was purchased this quarter.About 8.27% of the portfolio was sold this quarter.This quarter, Columbia Advisory Partners LLC has purchased 64 new stocks and bought additional shares in 32 stocks.Columbia Advisory Partners LLC sold shares of 24 stocks and completely divested from 6 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $17,965,700WisdomTree U.S. Quality Growth Fund $13,677,660Schwab US Dividend Equity ETF $10,346,902WisdomTree U.S. Multifactor Fund $6,976,042Vanguard Mid-Cap Value ETF $6,632,127 Largest New Holdings this Quarter 46432F396 - iShares MSCI USA Momentum Factor ETF $2,755,299 Holding921908844 - Vanguard Dividend Appreciation ETF $602,145 Holding78468R663 - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $426,178 Holding92204A876 - Vanguard Utilities ETF $292,768 Holding33739Q408 - First Trust Enhanced Short Maturity ETF $285,676 Holding Largest Purchases this Quarter WisdomTree U.S. Quality Dividend Growth Fund 34,987 shares (about $2.79M)iShares MSCI USA Momentum Factor ETF 13,631 shares (about $2.76M)WisdomTree U.S. Quality Growth Fund 46,006 shares (about $2.02M)SPROTT PHYSICAL GOLD & SILVE 51,750 shares (about $1.47M)SPROTT PHYSICAL GOLD TR 47,995 shares (about $1.15M) Largest Sales this Quarter Pacer US Cash Cows 100 ETF 20,107 shares (about $1.10M)WisdomTree U.S. Multifactor Fund 15,734 shares (about $780.72K)FT Vest Laddered Buffer ETF 21,453 shares (about $636.94K)Industrial Select Sector SPDR Fund 4,154 shares (about $544.48K)Vanguard Total Stock Market ETF 1,516 shares (about $416.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofColumbia Advisory Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGRWWisdomTree U.S. Quality Dividend Growth Fund$17,965,700$2,794,061 ▲18.4%224,96515.6%ManufacturingQGRWWisdomTree U.S. Quality Growth Fund$13,677,660$2,019,663 ▲17.3%311,56411.9%ETFSCHDSchwab US Dividend Equity ETF$10,346,902$116,873 ▲1.1%370,0619.0%ETFUSMFWisdomTree U.S. Multifactor Fund$6,976,042$780,723 ▼-10.1%140,5896.0%FinanceVOEVanguard Mid-Cap Value ETF$6,632,127$168,890 ▼-2.5%41,3115.7%ETFJVALJPMorgan US Value Factor ETF$5,819,543$881,251 ▲17.8%140,5015.0%ETFLQDHiShares Interest Rate Hedged Corporate Bond ETF$3,461,543$928,799 ▲36.7%37,5153.0%ETFCOWZPacer US Cash Cows 100 ETF$2,905,062$1,101,055 ▼-27.5%53,0512.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,755,299$2,755,299 ▲New Holding13,6312.4%ETFDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$2,691,973$434,914 ▲19.3%57,8922.3%ManufacturingSPROTT PHYSICAL GOLD & SILVE$2,532,752$1,470,218 ▲138.4%89,1502.2%TR UNITBRK.BBerkshire Hathaway$1,704,256$1,126,939 ▲195.2%3,2001.5%FinanceBXSLBlackstone Secured Lending Fund$1,683,950$39,479 ▼-2.3%52,0381.5%FinanceSPROTT PHYSICAL SILVER TR$1,640,217$349,160 ▲27.0%141,3981.4%TR UNITXLGInvesco S&P 500 Top 50 ETF$1,613,111$349,434 ▼-17.8%35,0521.4%ETFVTIVanguard Total Stock Market ETF$1,602,042$416,657 ▼-20.6%5,8291.4%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,568,288$19,070 ▼-1.2%35,7731.4%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$1,504,961$456,757 ▲43.6%60,1021.3%ETFCOSTCostco Wholesale$1,488,043$45,408 ▲3.1%1,5731.3%Retail/WholesaleSPROTT PHYSICAL GOLD TR$1,466,866$1,154,760 ▲370.0%60,9671.3%UNITUCONFirst Trust TCW Unconstrained Plus Bond ETF$1,403,870$22,795 ▲1.7%56,7221.2%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$1,349,600$85,364 ▼-5.9%52,8841.2%ManufacturingLMBSFirst Trust Low Duration Opportunities ETF$1,330,368$20,942 ▲1.6%27,0621.2%ManufacturingXLIIndustrial Select Sector SPDR Fund$1,226,464$544,483 ▼-30.7%9,3571.1%ETFAAPLApple$1,195,886$31,541 ▼-2.6%5,3841.0%Computer and TechnologyAMZNAmazon.com$1,181,515$39,003 ▲3.4%6,2101.0%Retail/WholesaleMSFTMicrosoft$1,128,919$104,745 ▲10.2%3,0071.0%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$927,100$636,940 ▼-40.7%31,2260.8%ETFJHMLJohn Hancock Multifactor Large Cap ETF$761,936$8,630 ▼-1.1%11,3010.7%ETFSCHVSchwab U.S. Large-Cap Value ETF$751,762$26,952 ▼-3.5%28,2830.7%ETFFVDFirst Trust Value Line Dividend Index Fund$704,700$304,550 ▲76.1%15,8040.6%ETFIWOiShares Russell 2000 Growth ETF$652,976$221,833 ▼-25.4%2,5550.6%ETFVIGVanguard Dividend Appreciation ETF$602,145$602,145 ▲New Holding3,1040.5%ETFGSBDGoldman Sachs BDC$600,655$385,977 ▲179.8%51,6470.5%FinanceSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$598,109$291,819 ▲95.3%17,8540.5%ETFIGLDFT Vest Gold Strategy Target Income ETF$520,098$210 ▼0.0%24,8020.5%ETFFPEFirst Trust Preferred Securities and Income ETF$512,309$163,798 ▲47.0%29,1250.4%ETFXOMExxon Mobil$509,615$127,850 ▲33.5%4,2850.4%EnergyFICSFirst Trust International Developed Capital Strength ETF$454,556$49,720 ▲12.3%12,4060.4%ETFBUYWMain BuyWrite ETF$442,463$183,968 ▼-29.4%32,2260.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$426,178$426,178 ▲New Holding4,6460.4%ETFJEPIJPMorgan Equity Premium Income ETF$422,550$51,540 ▲13.9%7,3950.4%ETFAVAAvista$397,807$3,852 ▲1.0%9,5010.3%UtilitiesJAAAJanus Henderson AAA CLO ETF$393,560$11,866 ▼-2.9%7,7610.3%ETFSCHASchwab US Small-Cap ETF$372,724$10,309 ▼-2.7%15,9080.3%ETFFTSLFirst Trust Senior Loan ETF$369,354$50,854 ▲16.0%8,0910.3%ManufacturingDMARFT Vest U.S. Equity Deep Buffer ETF - March$367,294$6,594 ▲1.8%9,7480.3%ETFBABoeing$359,690$102,842 ▲40.0%2,1090.3%AerospaceFTRIFirst Trust Indxx Global Natural Resources Income ETF$352,737$39,720 ▼-10.1%26,6420.3%ETFMUMicron Technology$348,168$44,835 ▼-11.4%4,0070.3%Computer and TechnologyKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$321,408$20,107 ▲6.7%6,3620.3%ETFVOOVanguard S&P 500 ETF$312,457$118,199 ▼-27.4%6080.3%ETFSBUXStarbucks$297,703$84,063 ▼-22.0%3,0350.3%Retail/WholesaleVPUVanguard Utilities ETF$292,768$292,768 ▲New Holding1,7140.3%ETFFTSMFirst Trust Enhanced Short Maturity ETF$285,676$285,676 ▲New Holding4,7740.2%ManufacturingMCDMcDonald's$273,636$273,636 ▲New Holding8760.2%Retail/WholesaleVIGIVanguard International Dividend Appreciation ETF$268,394$268,394 ▲New Holding3,2360.2%ETFPFFiShares Preferred and Income Securities ETF$267,382$24,277 ▲10.0%8,7010.2%ETFFIRST TR EXCHNG TRADED FD VI$251,768$251,768 ▲New Holding7,6040.2%FT VEST US EQTNVDANVIDIA$239,411$239,411 ▲New Holding2,2090.2%Computer and TechnologyGBDCGolub Capital BDC$232,369$7,328 ▲3.3%15,3480.2%FinanceGOOGLAlphabet$225,001$2,165 ▼-1.0%1,4550.2%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$222,806$222,806 ▲New Holding10,1000.2%FT VEST U.SFMARFT Vest U.S. Equity Buffer ETF - March$219,609$219,609 ▲New Holding5,2040.2%ETFCOINCoinbase Global$217,699$217,699 ▲New Holding1,2640.2%FinancePRIMPrimoris Services$210,7520.0%3,6710.2%ConstructionVOVanguard Mid-Cap ETF$205,086$289,138 ▼-58.5%7930.2%ETFPGXInvesco Preferred ETF$164,463$1,964 ▲1.2%14,6580.1%ETFCLFCleveland-Cliffs$89,014$89,014 ▲New Holding10,8290.1%Basic MaterialsHUMAHumacyte$26,743$26,743 ▲New Holding15,6850.0%MedicalBCABBioAtla$9,0410.0%26,0700.0%MedicalADAPAdaptimmune Therapeutics$7,196$3,961 ▲122.5%36,5300.0%MedicalETF OPPORTUNITIES TRUST$0$1,297,238 ▼-100.0%00.0%IDX DYNAMIC FIXEISHARES BITCOIN TRUST ETF$0$1,176,702 ▼-100.0%00.0%SHS BEN INTSGOViShares 0-3 Month Treasury Bond ETF$0$1,149,868 ▼-100.0%00.0%ETFSPHYSPDR Portfolio High Yield Bond ETF$0$302,247 ▼-100.0%00.0%ETFSCHBSchwab US Broad Market ETF$0$256,306 ▼-100.0%00.0%ETFVTRSViatris$0$138,058 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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