Madrona Financial Services, LLC Incresed Positions in Q2 2025

Madrona Financial Services, LLC

  • $387 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
449
+ 0.66%
$354.56 - $497.45 $159K - $223K
68K $33.8M
IVV
Ishares Core S&P 500 ETF

ETFs
2.66K
+ 3.08%
$498.8 - $620.9 $1.32M - $1.65M
89K $55.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
34.5K
+ 7.7%
$43.53 - $54.46 $1.5M - $1.88M
483K $26.3M
AIQ
Global X Funds Global X Artifi

ETFs
37.7K
+ 13.44%
$31.5 - $43.69 $1.19M - $1.65M
318K $13.9M
SECT
Sector 10, Inc.

ETFs
6.2K
+ 1.48%
$45.25 - $58.07 $281K - $360K
425K $24.7M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
23.1K
+ 13.58%
$49.48 - $61.22 $1.14M - $1.42M
193K $11.8M
FV
First Trust Dorsey Wright Focu

ETFs
6.43K
+ 1.68%
$48.43 - $59.26 $312K - $381K
390K $23.1M
VB
Vanguard Small Cap ETF

ETFs
2.98K
+ 7.73%
$193.73 - $237.37 $577K - $707K
41.5K $9.84M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.8K
+ 3.39%
$82.17 - $99.96 $312K - $380K
116K $11.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.7K
+ 8.05%
$72.02 - $73.82 $912K - $935K
170K $12.5M
NVDA
Nvidia Corp

Technology
163
+ 1.08%
$94.31 - $157.99 $15.4K - $25.8K
15.3K $2.41M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.86K
+ 248.78%
$171.4 - $227.1 $490K - $649K
4K $909K
SPY
Spdr S&P 500 ETF Trust

ETFs
574
+ 12.79%
$496.48 - $617.85 $285K - $355K
5.06K $3.13M
IEMG
Ishares Inc

ETFs
10.8K
+ 10.03%
N/A
118K $6.33M
AMZN
Amazon Com Inc

Consumer Cyclical
590
+ 6.76%
$167.32 - $223.3 $98.7K - $132K
9.32K $2.05M
TSLA
Tesla, Inc.

Consumer Cyclical
455
+ 15.25%
$221.86 - $362.89 $101K - $165K
3.44K $1.09M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.93K
+ 22.83%
$40.94 - $52.1 $161K - $205K
21.1K $1.1M
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 0.31%
$908.13 - $1056.85 $16.3K - $19K
5.77K $5.71M
AVGO
Broadcom Inc.

Technology
296
+ 17.03%
$146.29 - $275.65 $43.3K - $81.6K
2.03K $560K
AMD
Advanced Micro Devices Inc

Technology
1.05K
+ 41.97%
$78.21 - $143.81 $81.7K - $150K
3.54K $501K
GOOGL
Alphabet Inc.

Communication Services
461
+ 6.06%
$144.7 - $178.6 $66.7K - $82.3K
8.07K $1.42M
TDIV
First Trust Nasdaq Technology

ETFs
638
+ 6.0%
$64.41 - $90.17 $41.1K - $57.5K
11.3K $1.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
129
+ 5.16%
$456.74 - $568.03 $58.9K - $73.3K
2.63K $1.49M
HWM
Howmet Aerospace Inc.

Industrials
14
+ 0.52%
$112.33 - $186.13 $1.57K - $2.61K
2.7K $502K
GOOG
Alphabet Inc.

Communication Services
157
+ 3.29%
$146.58 - $180.01 $23K - $28.3K
4.93K $873K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.12K
+ 3.86%
$96.84 - $99.46 $109K - $112K
30.2K $3M
JPM
Jpmorgan Chase & CO

Financial Services
194
+ 15.22%
$210.28 - $289.91 $40.8K - $56.2K
1.47K $425K
PCAR
Paccar Inc

Industrials
1.27K
+ 15.77%
$86.4 - $99.09 $110K - $126K
9.35K $889K
LMT
Lockheed Martin Corp

Industrials
153
+ 22.47%
$430.82 - $486.45 $65.9K - $74.4K
834 $386K
HD
Home Depot, Inc.

Consumer Cyclical
203
+ 7.64%
$335.24 - $380.78 $68.1K - $77.3K
2.86K $1.05M
SO
Southern CO

Utilities
824
+ 32.58%
$84.91 - $92.56 $70K - $76.3K
3.35K $307K
BAC
Bank Of America Corp

Financial Services
822
+ 14.56%
$34.39 - $47.46 $28.3K - $39K
6.47K $306K
DLR
Digital Realty Trust, Inc.

Real Estate
24
+ 1.22%
$136.11 - $177.69 $3.27K - $4.26K
2K $348K
WFC
Wells Fargo & Company

Financial Services
212
+ 5.86%
$60.98 - $80.12 $12.9K - $17K
3.83K $306K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
192
+ 5.53%
$114.78 - $133.31 $22K - $25.6K
3.67K $488K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
2.27K
+ 8.18%
$16.99 - $17.74 $38.6K - $40.3K
30.1K $530K
IDV
Ishares Tr

ETFs
396
+ 5.86%
$27.79 - $34.84 $11K - $13.8K
7.15K $246K
VEA
Vanguard Ftse Developed Market

ETFs
183
+ 4.64%
$45.65 - $57.01 $8.35K - $10.4K
4.13K $235K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.13K
+ 8.17%
$18.11 - $18.97 $38.5K - $40.3K
28.1K $530K
XMPT
Vaneck Cef Muni Income ETF

ETFs
2.06K
+ 8.36%
$20.18 - $21.62 $41.7K - $44.6K
26.8K $561K
ABT
Abbott Laboratories

Healthcare
152
+ 9.66%
$123.95 - $138.08 $18.8K - $21K
1.73K $234K
HYDB
Ishares Tr Edge High Yield Def

ETFs
490
+ 6.8%
$44.64 - $47.48 $21.9K - $23.3K
7.69K $365K
DVY
Ishares Tr

ETFs
234
+ 5.94%
$118.37 - $134.86 $27.7K - $31.6K
4.17K $554K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.28%
$51.16 - $62.02 $563 - $682
3.98K $247K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.55K
+ 6.64%
$10.78 - $11.28 $16.7K - $17.5K
24.8K $276K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.05%
$90.56 - $109.49 $90.6 - $109
2.22K $242K
CRM
Salesforce, Inc.

Technology
25
+ 2.58%
$236.26 - $291.15 $5.91K - $7.28K
995 $271K
LLY
Eli Lilly & CO

Healthcare
32
+ 8.96%
$713.71 - $898.95 $22.8K - $28.8K
389 $303K
CI
Cigna Corp

Healthcare
17
+ 1.02%
$301.89 - $340.04 $5.13K - $5.78K
1.69K $558K
Activity Summary
Buys All Purchases 76 New Holdings 13 Increased Positions 63 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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