Madrona Financial Services, LLC Incresed Positions in Q3 2024

Madrona Financial Services, LLC

  • $339 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.47K
+ 19.39%
$520.18 - $576.82 $3.89M - $4.31M
46K $26.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
61.3K
+ 79.42%
$54.98 - $59.51 $3.37M - $3.65M
138K $8.24M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.51K
+ 7.54%
$434.77 - $502.96 $1.96M - $2.27M
64.3K $31.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
27.1K
+ 49.06%
$76.38 - $78.87 $2.07M - $2.14M
82.3K $6.47M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
29.3K
+ 12.3%
$42.22 - $48.62 $1.24M - $1.43M
268K $12.5M
FV
First Trust Dorsey Wright Focu

ETFs
24.3K
+ 4.98%
$51.35 - $59.82 $1.25M - $1.45M
512K $29.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
21.3K
+ 10.63%
$53.41 - $57.9 $1.14M - $1.23M
221K $12.8M
AAPL
Apple Inc.

Technology
4.45K
+ 12.06%
$207.23 - $234.82 $922K - $1.04M
41.3K $9.63M
IEMG
Ishares Inc

ETFs
30.2K
+ 61.5%
$53.64 - $53.64 $1.62M - $1.62M
79.2K $4.25M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
51.3K
+ 63.25%
$28.1 - $29.89 $1.44M - $1.53M
132K $3.96M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
33.9K
+ 16.71%
$29.08 - $31.84 $985K - $1.08M
236K $7.48M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.3K
+ 5.09%
$44.24 - $49.47 $455K - $509K
212K $10.5M
IEF
Ishares Barclays

ETFs
6.97K
+ 9.42%
$92.67 - $99.14 $646K - $691K
81K $7.94M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.52K
+ 4.15%
$84.77 - $97.13 $468K - $536K
139K $13.3M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.68K
+ 78.75%
$50.99 - $57.81 $391K - $444K
17.4K $996K
GOOGL
Alphabet Inc.

Communication Services
3.54K
+ 43.22%
$148.65 - $191.18 $526K - $676K
11.7K $1.94M
AMZN
Amazon Com Inc

Consumer Cyclical
2.64K
+ 35.21%
$161.02 - $200.0 $426K - $529K
10.2K $1.89M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
209
+ 3.29%
$405.19 - $478.57 $84.7K - $100K
6.57K $3.02M
EFG
Msci Eafe Growth ETF

ETFs
1.34K
+ 2.6%
$96.84 - $108.77 $130K - $146K
52.9K $5.7M
IBB
Ishares Biotechnology ETF

ETFs
1.89K
+ 108.77%
$135.09 - $149.47 $255K - $282K
3.62K $526K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.17K
+ 3.19%
$96.25 - $101.98 $113K - $119K
37.9K $3.83M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.2K
+ 87.3%
$211.47 - $281.27 $253K - $336K
2.57K $629K
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.17K
+ 103.34%
$42.54 - $47.97 $220K - $248K
10.2K $483K
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 0.51%
$801.83 - $917.05 $23.3K - $26.6K
5.72K $5.07M
IYW
Ishares Dj Us Tech ETF

ETFs
1.29K
+ 4.21%
$133.16 - $158.73 $171K - $204K
31.8K $4.82M
HD
Home Depot, Inc.

Consumer Cyclical
168
+ 6.66%
$333.64 - $405.2 $56.1K - $68.1K
2.69K $1.09M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.7K
+ 3.46%
$56.04 - $62.99 $95.2K - $107K
50.8K $3.11M
IFRA
Ishares Tr

ETFs
72
+ 0.25%
$41.55 - $46.97 $2.99K - $3.38K
29.3K $1.37M
LMT
Lockheed Martin Corp

Industrials
2
+ 0.32%
$460.3 - $584.56 $921 - $1.17K
634 $370K
MCD
Mcdonalds Corp

Consumer Cyclical
42
+ 4.07%
$245.82 - $304.51 $10.3K - $12.8K
1.07K $327K
HWM
Howmet Aerospace Inc.

Industrials
11
+ 0.41%
$77.3 - $100.22 $850 - $1.1K
2.69K $269K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30
+ 1.84%
$475.2 - $527.7 $14.3K - $15.8K
1.66K $874K
CSCO
Cisco Systems, Inc.

Technology
173
+ 2.21%
$44.74 - $53.22 $7.74K - $9.21K
8K $425K
AFL
Aflac Inc

Financial Services
1
+ 0.04%
$88.52 - $111.8 $88.5 - $112
2.31K $257K
ADP
Automatic Data Processing Inc

Industrials
31
+ 2.78%
$233.44 - $279.45 $7.24K - $8.66K
1.15K $317K
JNJ
Johnson & Johnson

Healthcare
85
+ 4.36%
$145.48 - $167.38 $12.4K - $14.2K
2.03K $329K
UNP
Union Pacific Corp

Industrials
38
+ 2.19%
$221.78 - $256.09 $8.43K - $9.73K
1.78K $437K
NVDA
Nvidia Corp

Technology
518
+ 5.3%
$98.91 - $134.91 $51.2K - $69.9K
10.3K $1.25M
AVGO
Broadcom Inc.

Technology
1.46K
+ 938.46%
$136.27 - $1745.86 $199K - $2.56M
1.62K $279K
DLR
Digital Realty Trust, Inc.

Real Estate
38
+ 1.93%
$144.47 - $162.98 $5.49K - $6.19K
2.01K $325K
LLY
Eli Lilly & CO

Healthcare
31
+ 12.35%
$772.14 - $960.02 $23.9K - $29.8K
282 $249K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18
+ 0.36%
$57.32 - $62.65 $1.03K - $1.13K
5.01K $311K
JPM
Jpmorgan Chase & CO

Financial Services
34
+ 2.64%
$194.9 - $224.8 $6.63K - $7.64K
1.32K $279K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
134
+ 1.32%
$9.51 - $9.77 $1.27K - $1.31K
10.3K $99K
BUYW
Northern Lts Fd Tr Iv Main Buy
414K
+ 86.07%
N/A
894K $0
AMAT
Applied Materials Inc

Technology
93
+ 7.42%
$174.88 - $254.97 $16.3K - $23.7K
1.35K $272K
QCOM
Qualcomm Inc

Technology
13
+ 1.09%
$156.12 - $209.64 $2.03K - $2.73K
1.21K $204K
MU
Micron Technology Inc

Technology
23
+ 1.1%
$86.27 - $136.82 $1.98K - $3.15K
2.12K $219K
GOOG
Alphabet Inc.

Communication Services
78
+ 1.06%
$149.54 - $192.66 $11.7K - $15K
7.46K $1.25M
Activity Summary
Buys All Purchases 67 New Holdings 15 Increased Positions 52 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Madrona Financial Services, LLC Portfolio

Follow Madrona Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Madrona Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Madrona Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email