Madrona Financial Services, LLC Purchases in Q1 2025

Madrona Financial Services, LLC

  • $339 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
33.1K
+ 62.15%
$554.06 - $615.85 $18.3M - $20.4M
86.3K $48.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
157K
New
$71.17 - $73.66 $11.2M - $11.6M
157K $11.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
221K
+ 97.17%
$48.06 - $53.73 $10.6M - $11.9M
448K $21.8M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
161K
+ 1675.45%
$51.39 - $57.43 $8.26M - $9.23M
170K $9.44M
VB
Vanguard Small Cap ETF

ETFs
38.5K
New
$217.89 - $252.64 $8.4M - $9.74M
38.5K $8.55M
IBB
Ishares Biotechnology ETF

ETFs
49.1K
+ 153.0%
$127.9 - $140.56 $6.28M - $6.9M
81.2K $10.4M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
62.4K
+ 125.11%
$89.18 - $104.04 $5.56M - $6.49M
112K $10.3M
AIQ
Global X Funds Global X Artifi

ETFs
140K
+ 100.21%
$36.38 - $42.77 $5.1M - $6M
280K $10.2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
13.3K
+ 90.92%
$211.47 - $267.17 $2.81M - $3.55M
27.9K $5.89M
IEMG
Ishares Inc

ETFs
11.2K
+ 11.69%
N/A
107K $5.76M
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.26K
+ 92.26%
$45.72 - $51.73 $378K - $427K
17.2K $792K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2K
New
$80.53 - $147.57 $161K - $294K
2K $263K
META
Meta Platforms, Inc.

Communication Services
477
+ 53.24%
$576.36 - $736.67 $275K - $351K
1.37K $791K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.15K
New
$192.82 - $222.1 $221K - $255K
1.15K $221K
IDV
Ishares Tr

ETFs
6.76K
New
$27.0 - $31.7 $182K - $214K
6.76K $209K
ABT
Abbott Laboratories

Healthcare
1.57K
New
$111.1 - $140.22 $175K - $221K
1.57K $208K
VEA
Vanguard Ftse Developed Market

ETFs
3.95K
New
$47.4 - $52.99 $187K - $209K
3.95K $200K
GLD
Spdr Gold Trust

ETFs
159
+ 9.55%
$243.19 - $288.14 $38.7K - $45.8K
1.82K $525K
CI
Cigna Corp

Healthcare
10
+ 0.6%
$274.49 - $329.0 $2.74K - $3.29K
1.67K $550K
ABBV
Abb Vie Inc.

Healthcare
28
+ 1.06%
$169.2 - $216.66 $4.74K - $6.07K
2.66K $557K
V
Visa Inc.

Financial Services
91
+ 10.31%
$306.92 - $362.71 $27.9K - $33K
974 $341K
LLY
Eli Lilly & CO

Healthcare
36
+ 11.21%
$725.72 - $929.72 $26.1K - $33.5K
357 $294K
PAYX
Paychex Inc

Industrials
44
+ 2.84%
$136.06 - $154.52 $5.99K - $6.8K
1.59K $245K
DVY
Ishares Tr

ETFs
98
+ 2.55%
$128.58 - $138.1 $12.6K - $13.5K
3.94K $529K
XMPT
Vaneck Cef Muni Income ETF

ETFs
977
+ 4.12%
$21.43 - $22.4 $20.9K - $21.9K
24.7K $534K
CSCO
Cisco Systems, Inc.

Technology
45
+ 0.51%
$58.74 - $64.87 $2.64K - $2.92K
8.89K $548K
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.22%
$232.43 - $265.13 $465 - $530
923 $244K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
363
+ 19.59%
$102.49 - $119.96 $37.2K - $43.5K
2.22K $231K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.35%
$286.85 - $318.64 $1.15K - $1.27K
1.15K $350K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
78
+ 2.3%
$126.11 - $135.06 $9.84K - $10.5K
3.47K $447K
IEF
Ishares Barclays

ETFs
48
+ 1.93%
$91.17 - $95.39 $4.38K - $4.58K
2.54K $242K
HYDB
Ishares Tr Edge High Yield Def

ETFs
248
+ 3.57%
$46.82 - $47.8 $11.6K - $11.9K
7.2K $339K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.08K
+ 4.33%
$19.04 - $20.15 $20.6K - $21.8K
26K $495K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
1.2K
+ 4.52%
$17.66 - $18.84 $21.2K - $22.6K
27.8K $490K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
140
+ 1.34%
$9.26 - $9.48 $1.3K - $1.33K
10.6K $98K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
783
+ 3.48%
$11.22 - $11.8 $8.79K - $9.24K
23.3K $261K
First Tr Exchng Traded Fd Vi
3.22K
+ 9.25%
N/A
38K $0
QTUM
ETF Ser Solutions Defiance Qua
75.3K
+ 114.98%
N/A
141K $0
First Tr Exchng Traded Fd Vi
9.7K
+ 152.98%
N/A
16K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
11.6K
+ 3.77%
N/A
318K $0
AMD
Advanced Micro Devices Inc

Technology
221
+ 9.74%
$96.63 - $129.55 $21.4K - $28.6K
2.49K $255K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
72
+ 2.97%
$507.05 - $563.67 $36.5K - $40.6K
2.5K $1.28M
TLRY
Tilray Brands, Inc.

Healthcare
30K
+ 42.86%
$0.59 - $1.46 $17.7K - $43.8K
100K $66K
TDIV
First Trust Nasdaq Technology

ETFs
201
+ 1.93%
$73.39 - $83.95 $14.8K - $16.9K
10.6K $782K
PCAR
Paccar Inc

Industrials
27
+ 0.34%
$96.91 - $112.51 $2.62K - $3.04K
8.08K $786K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.08%
$347.25 - $424.87 $695 - $850
2.66K $973K
AVGO
Broadcom Inc.

Technology
183
+ 11.77%
$167.43 - $244.7 $30.6K - $44.8K
1.74K $290K
MSFT
Microsoft Corp

Technology
7.1K
+ 11.75%
$375.39 - $447.2 $2.67M - $3.18M
67.5K $25.4M
NVDA
Nvidia Corp

Technology
1.72K
+ 12.87%
$106.98 - $149.43 $184K - $257K
15.1K $1.64M
Activity Summary
Buys All Purchases 52 New Holdings 7 Increased Positions 45 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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