Madison Park Capital Advisors, LLC Incresed Positions in Q3 2024

Madison Park Capital Advisors, LLC

  • $133 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
14K
+ 107.41%
$207.23 - $234.82 $2.9M - $3.28M
27K $6.29B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
657
+ 0.38%
$58.03 - $65.37 $38.1K - $42.9K
175K $11.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
217
+ 1.79%
$405.19 - $478.57 $87.9K - $104K
12.3K $5.67B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
105
+ 0.73%
$523.84 - $572.02 $55K - $60.1K
14.5K $8.26B
VUG
Vanguard Growth ETF

ETFs
746
+ 2.88%
$341.08 - $391.94 $254K - $292K
26.7K $10.2B
BX
Blackstone Inc.

Financial Services
245
+ 1.48%
$120.77 - $159.66 $29.6K - $39.1K
16.8K $2.58B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.58K
+ 14.57%
$77.02 - $85.06 $276K - $304K
28.1K $2.38B
XLF
Financial Sector Spdr

ETFs
680
+ 0.76%
$40.84 - $45.74 $27.8K - $31.1K
90.6K $4.11B
Fidelity Wise Origin Bitcoin Fund
5.8K
+ 52.79%
N/A
16.8K $932M
SPY
Spdr S&P 500 ETF Trust

ETFs
100
+ 1.06%
$517.38 - $573.86 $51.7K - $57.4K
9.54K $5.48B
VIG
Vanguard Dividend Appreciation

ETFs
20
+ 0.23%
$182.15 - $182.15 $3.64K - $3.64K
8.67K $1.72B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
155
+ 0.66%
$75.47 - $83.18 $11.7K - $12.9K
23.6K $1.96B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
397
+ 3.83%
$101.72 - $112.94 $40.4K - $44.8K
10.8K $1.22B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
84
+ 0.8%
$71.9 - $79.86 $6.04K - $6.71K
10.6K $838M
KMI
Kinder Morgan, Inc.

Energy
20
+ 0.07%
$19.72 - $22.22 $394 - $444
29.6K $653M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
27
+ 0.38%
$77.23 - $87.97 $2.09K - $2.38K
7.2K $625M
SCHG
Schwab Strategic Tr Us Large C

ETFs
318
+ 3.54%
$92.63 - $105.69 $29.5K - $33.6K
9.29K $968M
VKQ
Invesco Municipal Trust

Financial Services
5.03K
+ 19.08%
$9.81 - $10.44 $49.3K - $52.5K
31.4K $322M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
5.03K
+ 19.01%
$8.77 - $9.35 $44.1K - $47K
31.5K $293M
SO
Southern CO

Utilities
5
+ 0.11%
$77.0 - $90.52 $385 - $453
4.58K $413M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.38%
$475.2 - $527.7 $3.33K - $3.69K
1.83K $964M
CSCO
Cisco Systems, Inc.

Technology
409
+ 8.97%
$44.74 - $53.22 $18.3K - $21.8K
4.97K $264M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17
+ 0.46%
$117.9 - $128.2 $2K - $2.18K
3.69K $473M
IXUS
Ishares Tr

ETFs
232
+ 6.32%
$64.9 - $73.35 $15.1K - $17K
3.9K $284M
VO
Vanguard Mid Cap ETF

ETFs
15
+ 1.04%
$237.84 - $263.83 $3.57K - $3.96K
1.46K $386M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.59%
$163.84 - $199.33 $1.15K - $1.4K
1.19K $235M
KO
Coca Cola CO

Consumer Defensive
16
+ 0.5%
$62.69 - $73.01 $1K - $1.17K
3.19K $229M
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 1.09%
$194.9 - $224.8 $4.09K - $4.72K
1.95K $411M
PG
Procter & Gamble CO

Consumer Defensive
40
+ 2.5%
$160.76 - $177.82 $6.43K - $7.11K
1.64K $284M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.1%
$255.18 - $283.2 $255 - $283
1.02K $288M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2
+ 0.09%
$91.37 - $101.65 $183 - $203
2.26K $229M
SPYG
Spdr Portfolio

ETFs
3
+ 0.08%
$73.38 - $84.1 $220 - $252
3.59K $298M
NVDA
Nvidia Corp

Technology
100
+ 2.42%
$98.91 - $134.91 $9.89K - $13.5K
4.23K $514M
XLK
Technology Sector Spdr

ETFs
2
+ 0.12%
$197.34 - $237.68 $395 - $475
1.71K $386M
BAC
Bank Of America Corp

Financial Services
3
+ 0.04%
$36.65 - $44.13 $110 - $132
7.42K $295M
ET
Energy Transfer LP

Energy
2
+ 0.02%
$15.43 - $16.44 $30.9 - $32.9
12.3K $197M
AMZN
Amazon Com Inc

Consumer Cyclical
300
+ 3.43%
$161.02 - $200.0 $48.3K - $60K
9.04K $1.68B
LLY
Eli Lilly & CO

Healthcare
3
+ 0.54%
$772.14 - $960.02 $2.32K - $2.88K
563 $499M
CVX
Chevron Corp

Energy
3
+ 0.05%
$137.88 - $161.97 $414 - $486
6.14K $904M
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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