Madrona Financial Services, LLC Portfolio Holdings
Madrona Financial Services, LLC
- $349 Million
- Q4 2024
Madrona Financial Services, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $349 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $38.7M, Ishares Core S&P 500 ETF with a value of $31.3M, First Trust Dorsey Wright Focu with a value of $29M, Sector 10, Inc. with a value of $28.8M, and Microsoft Corp with a value of $25.5M.
Examining the 13F form we can see an increase of $9.78M in the current position value, from $339M to 349M.
Below you can find more details about Madrona Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$349 Million
ETFs: $280 Million
Technology: $39.6 Million
Financial Services: $7.02 Million
Consumer Defensive: $5.69 Million
Consumer Cyclical: $5.46 Million
Industrials: $4.15 Million
Communication Services: $4.13 Million
Healthcare: $1.67 Million
Other: $823,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|