Madison Park Capital Advisors, LLC Portfolio Holdings

Madison Park Capital Advisors, LLC

  • $133 Billion
  • Q3 2024

Madison Park Capital Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $11.3B, Vanguard Growth ETF with a value of $10.2B, Spdr S&P Midcap 400 ETF Trust with a value of $8.26B, Microsoft Corp with a value of $7.52B, and Apple Inc. with a value of $6.29B.

Examining the 13F form we can see an increase of $13.7B in the current position value, from $120B to 133B.

Madison Park Capital Advisors, LLC is based out at Seattle, WA

Below you can find more details about Madison Park Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
ETFs: $96.9 Billion
Technology: $15.3 Billion
Financial Services: $10.5 Billion
Consumer Defensive: $2.9 Billion
Energy: $2.76 Billion
Consumer Cyclical: $2.49 Billion
Healthcare: $735 Million
Utilities: $413 Million
Other: $174 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.36B
$393 Million 0.29% of portfolio
20,000
Q4 2023 New
$3.21B
$5.89 Million 0.0% of portfolio
15,500
Q3 2024 Reduced 39.22%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $133 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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