Madrona Financial Services, LLC Portfolio Holdings
Madrona Financial Services, LLC
- $339 Million
- Q1 2025
Madrona Financial Services, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $339 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $48.5M, Invesco Qqq Trust, Series 1 with a value of $35.3M, Microsoft Corp with a value of $25.4M, Blackrock ETF Tr U S Equity Fa with a value of $21.8M, and Sector 10, Inc. with a value of $21.4M.
Examining the 13F form we can see an decrease of $9.81M in the current position value, from $349M to 339M.
Below you can find more details about Madrona Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$339 Million
ETFs: $274 Million
Technology: $37.2 Million
Financial Services: $7.52 Million
Consumer Defensive: $5.82 Million
Consumer Cyclical: $5.19 Million
Industrials: $4.05 Million
Communication Services: $2.71 Million
Healthcare: $1.77 Million
Other: $752,000
Stock Holdings Table Companies Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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