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Home > Institutional Investor > Madrona Financial Services, Llc > Profile

Instuitional Investor - Madrona Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Madrona Financial Services, Llc
Portfolio Value $253,528,157
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 489,750 $25,246,616 9.95%
2.
Northern Lts Fd Tr Iv
 518,058 $24,115,594 9.51%
3.
Ishares Trust
 IEF 49,377 $23,583,915 9.3%
4.
Invesco Qqq Tr
 45,458 $18,615,882 7.34%
5.
Microsoft Corp
 MSFT 46,968 $17,661,875 6.96%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)