StockDriftsStockDriftsTop 50 Columbia Advisory Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QGRW | WISDOMTREE TR | 14.53% | 426.0K | $22.8M | +5.85%(+23.54K) | $48.94(+33.91%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 12.7% | 226.4K | $19.9M | -13.79%(-36.23K) | $81.75(+17.03%) | 2026-03-31 | |
| JVAL | J P MORGAN EXCHANGE TRADED F | 5.1% | 163.5K | $8.0M | +0.02%(+32) | $43.04(+27.94%) | 2026-03-31 | |
| BUFB | INNOVATOR ETFS TRUST | 4.2% | 183.1K | $6.6M | +29.37%(+41.57K) | $35.22(+10.10%) | 2026-03-31 | |
| WTV | WISDOMTREE TR | 3.92% | 64.8K | $6.1M | new | $94.02(+5.46%) | 2026-03-31 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 2.93% | 31.6K | $4.6M | new | $106.97(+57.06%) | 2026-03-31 | |
| DGRS | WISDOMTREE TR | 2.66% | 78.7K | $4.2M | -0.87%(-691) | $49.83(+10.52%) | 2026-03-31 | |
| MTUM | ISHARES TR | 2.46% | 16.0K | $3.8M | +1.48%(+234) | $196.45(+55.46%) | 2026-03-31 | |
| BUFF | INNOVATOR ETFS TRUST | 2.36% | 75.0K | $3.7M | +35.83%(+19.77K) | $48.46(+7.69%) | 2026-03-31 | |
| DDWM | WISDOMTREE TR | 2.3% | 81.8K | $3.6M | new | $43.83(+5.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.89% | +36.36% |
| Top 20 Holdings Unweighted | +11.74% | +39.50% |
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