Madrona Financial Services, LLC Sells in Q4 2024

Madrona Financial Services, LLC

  • $349 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-78.5K
- 96.92%
$92.08 - $98.18 $7.23M - $7.7M
2.49K $230K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-112K
- 58.24%
$42.84 - $45.38 $4.8M - $5.09M
80.4K $3.45M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-65K
- 46.98%
$57.53 - $60.83 $3.74M - $3.96M
73.4K $4.22M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-98.9K
- 41.82%
$28.89 - $31.63 $2.86M - $3.13M
138K $4.02M
EFG
Msci Eafe Growth ETF

ETFs
-19.7K
- 37.16%
$96.83 - $106.88 $1.91M - $2.1M
33.3K $3.22M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-24.9K
- 30.28%
$77.02 - $78.58 $1.92M - $1.96M
57.4K $4.43M
SECT
Sector 10, Inc.

ETFs
-35.3K
- 6.28%
$53.17 - $57.82 $1.87M - $2.04M
526K $28.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-5.75K
- 67.81%
$213.65 - $479.86 $1.23M - $2.76M
2.73K $1.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.96K
- 13.3%
$87.1 - $98.49 $519K - $587K
38.8K $3.39M
FV
First Trust Dorsey Wright Focu

ETFs
-21.5K
- 4.2%
$57.47 - $62.82 $1.24M - $1.35M
490K $29M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.59K
- 17.4%
$96.64 - $101.23 $637K - $667K
31.3K $3.03M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-7.83K
- 44.95%
$52.1 - $57.26 $408K - $448K
9.59K $500K
ACWI
Ishares Msci Acwi ETF

ETFs
-2.16K
- 4.64%
$117.05 - $123.03 $253K - $266K
44.4K $5.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-169
- 2.57%
$442.29 - $483.08 $74.7K - $81.6K
6.4K $2.9M
SBUX
Starbucks Corp

Consumer Cyclical
-1
- 0.01%
$87.44 - $102.5 $87.4 - $103
12.2K $1.11M
XMPT
Vaneck Cef Muni Income ETF

ETFs
-1.13K
- 4.56%
$21.33 - $23.19 $24.2K - $26.3K
23.7K $509K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
-1.17K
- 4.22%
$18.1 - $19.97 $21.2K - $23.4K
26.6K $483K
TDIV
First Trust Nasdaq Technology

ETFs
-543
- 4.95%
$78.03 - $82.13 $42.4K - $44.6K
10.4K $818K
AMAT
Applied Materials Inc

Technology
-50
- 3.71%
$161.44 - $213.89 $8.07K - $10.7K
1.3K $210K
META
Meta Platforms, Inc.

Communication Services
-129
- 12.59%
$554.08 - $632.68 $71.5K - $81.6K
896 $528K
HD
Home Depot, Inc.

Consumer Cyclical
-34
- 1.26%
$385.02 - $431.37 $13.1K - $14.7K
2.66K $1.03M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-1.1K
- 4.21%
$19.47 - $20.95 $21.3K - $23K
24.9K $486K
SPY
Spdr S&P 500 ETF Trust

ETFs
-191
- 4.03%
$567.81 - $607.81 $108K - $116K
4.55K $2.67M
AFL
Aflac Inc

Financial Services
-171
- 7.42%
$100.37 - $115.27 $17.2K - $19.7K
2.14K $220K
SOXX
Ishares Semiconductor ETF

ETFs
-60
- 3.8%
$211.27 - $239.8 $12.7K - $14.4K
1.52K $327K
DVY
Ishares Tr

ETFs
-156
- 3.9%
$129.55 - $143.41 $20.2K - $22.4K
3.84K $504K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.22K
- 11.99%
$46.94 - $51.62 $57.2K - $62.9K
8.95K $447K
UNP
Union Pacific Corp

Industrials
-5
- 0.28%
$223.15 - $249.32 $1.12K - $1.25K
1.77K $403K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-743
- 3.19%
$11.42 - $12.5 $8.49K - $9.29K
22.5K $259K
SO
Southern CO

Utilities
-26
- 1.01%
$81.5 - $94.15 $2.12K - $2.45K
2.54K $209K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-281
- 3.88%
$46.68 - $47.95 $13.1K - $13.5K
6.96K $327K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-129
- 3.66%
$126.68 - $134.74 $16.3K - $17.4K
3.4K $433K
MCD
Mcdonalds Corp

Consumer Cyclical
-4
- 0.37%
$288.47 - $316.54 $1.15K - $1.27K
1.07K $310K
FISV
Fiserv Inc

Technology
-16
- 0.41%
N/A
3.89K $486K
BAC
Bank Of America Corp

Financial Services
-645
- 9.94%
$39.22 - $47.77 $25.3K - $30.8K
5.85K $256K
Sila Realty Trust Inc
-3.02K
- 1.44%
N/A
207K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
-588K
- 65.71%
N/A
307K $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
-64
- 2.27%
$77.25 - $91.3 $4.94K - $5.84K
2.76K $235K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.46K
- 14.4%
$180.88 - $232.93 $264K - $341K
8.69K $1.91M
ADP
Automatic Data Processing Inc

Industrials
-4
- 0.35%
$280.08 - $307.97 $1.12K - $1.23K
1.14K $334K
JPM
Jpmorgan Chase & CO

Financial Services
-48
- 3.63%
$205.18 - $250.29 $9.85K - $12K
1.28K $305K
AVGO
Broadcom Inc.

Technology
-65
- 4.01%
$159.67 - $250.0 $10.4K - $16.3K
1.56K $360K
GOOGL
Alphabet Inc.

Communication Services
-360
- 3.07%
$161.86 - $196.66 $58.3K - $70.8K
11.4K $2.15M
AAPL
Apple Inc.

Technology
-1.22K
- 2.96%
$221.69 - $259.02 $271K - $317K
40.1K $10M
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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