Madrona Financial Services, LLC Incresed Positions in Q3 2025

Madrona Financial Services, LLC

  • $419 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.25K
+ 1.4%
$620.67 - $670.08 $775K - $836K
90.2K $60.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.89K
+ 1.43%
$54.35 - $59.32 $375K - $409K
489K $29M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.83K
+ 2.25%
$83.08 - $100.2 $235K - $284K
129K $12.9M
SECT
Sector 10, Inc.

ETFs
4.16K
+ 0.98%
$57.95 - $63.16 $241K - $262K
429K $27.1M
AIQ
Global X Funds Global X Artifi

ETFs
1.58K
+ 0.5%
$43.2 - $49.66 $68.2K - $78.4K
320K $15.8M
FV
First Trust Dorsey Wright Focu

ETFs
8K
+ 2.05%
$59.23 - $62.14 $474K - $497K
398K $24.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.61K
+ 1.39%
$98.53 - $107.1 $159K - $172K
118K $12.4M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.9K
+ 0.98%
$60.01 - $65.01 $114K - $124K
195K $12.7M
VB
Vanguard Small Cap ETF

ETFs
699
+ 1.68%
$237.58 - $259.17 $166K - $181K
42.2K $10.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
913
+ 0.42%
$55.15 - $58.11 $50.4K - $53.1K
221K $12.7M
GOOGL
Alphabet Inc.

Communication Services
57
+ 0.71%
$174.36 - $254.72 $9.94K - $14.5K
8.13K $1.98M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.43K
+ 1.65%
$31.79 - $33.42 $109K - $115K
211K $7.05M
GOOG
Alphabet Inc.

Communication Services
98
+ 1.99%
$175.16 - $255.24 $17.2K - $25K
5.02K $1.22M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.99K
+ 1.76%
$72.57 - $74.72 $217K - $223K
173K $12.9M
VTI
Vanguard Total Stock Market Et

ETFs
47
+ 0.4%
$303.93 - $329.86 $14.3K - $15.5K
11.7K $3.84M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
470
+ 11.74%
$225.11 - $247.9 $106K - $117K
4.47K $1.11M
IEMG
Ishares Inc

ETFs
3.41K
+ 2.88%
N/A
121K $6.52M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.36K
+ 4.49%
$97.75 - $100.75 $133K - $137K
31.6K $3.16M
AVGO
Broadcom Inc.

Technology
103
+ 5.06%
$264.74 - $369.57 $27.3K - $38.1K
2.14K $705K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.02K
+ 2.55%
$55.61 - $57.37 $112K - $116K
81.1K $4.63M
CVX
Chevron Corp

Energy
75
+ 0.83%
$145.57 - $161.83 $10.9K - $12.1K
9.11K $1.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.03%
$459.11 - $506.91 $918 - $1.01K
6.3K $3.17M
AMD
Advanced Micro Devices Inc

Technology
208
+ 5.88%
$134.8 - $184.42 $28K - $38.4K
3.74K $605K
SOXX
Ishares Semiconductor ETF

ETFs
196
+ 16.21%
$236.93 - $271.12 $46.4K - $53.1K
1.41K $380K
JPM
Jpmorgan Chase & CO

Financial Services
50
+ 3.4%
$282.78 - $316.06 $14.1K - $15.8K
1.52K $479K
IDXX
Idexx Laboratories Inc

Healthcare
4
+ 0.96%
$514.61 - $682.78 $2.06K - $2.73K
421 $268K
HWM
Howmet Aerospace Inc.

Industrials
49
+ 1.81%
$171.0 - $196.23 $8.38K - $9.62K
2.75K $539K
PCAR
Paccar Inc

Industrials
22
+ 0.24%
$92.91 - $102.86 $2.04K - $2.26K
9.37K $921K
BAC
Bank Of America Corp

Financial Services
60
+ 0.93%
$44.92 - $52.42 $2.7K - $3.15K
6.53K $336K
WMT
Walmart Inc.

Consumer Defensive
106
+ 4.61%
$94.4 - $104.27 $10K - $11.1K
2.4K $247K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.09%
$108.46 - $120.63 $217 - $241
2.22K $263K
WFC
Wells Fargo & Company

Financial Services
32
+ 0.84%
$77.05 - $85.16 $2.47K - $2.73K
3.86K $323K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2
+ 0.01%
$18.82 - $19.8 $37.6 - $39.6
28.2K $546K
SO
Southern CO

Utilities
36
+ 1.07%
$90.83 - $96.0 $3.27K - $3.46K
3.39K $321K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8
+ 0.2%
$62.09 - $66.51 $497 - $532
3.99K $260K
QCOM
Qualcomm Inc

Technology
8
+ 0.62%
$145.84 - $173.55 $1.17K - $1.39K
1.3K $216K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
149
+ 1.39%
$8.61 - $9.53 $1.28K - $1.42K
10.9K $103K
BUYW
Northern Lts Fd Tr Iv Main Buy
5.24K
+ 1.65%
N/A
324K $0
First Tr Exchng Traded Fd Vi
4.58K
+ 69.64%
N/A
11.2K $0
LLY
Eli Lilly & CO

Healthcare
6
+ 1.54%
$625.65 - $812.69 $3.75K - $4.88K
395 $301K
CSCO
Cisco Systems, Inc.

Technology
16
+ 0.19%
$66.2 - $71.79 $1.06K - $1.15K
8.31K $568K
ADP
Automatic Data Processing Inc

Industrials
15
+ 1.31%
$288.69 - $310.94 $4.33K - $4.66K
1.16K $341K
CRM
Salesforce, Inc.

Technology
61
+ 6.13%
$231.66 - $273.65 $14.1K - $16.7K
1.06K $250K
Activity Summary
Buys All Purchases 55 New Holdings 11 Increased Positions 44 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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