Madrona Financial Services, LLC
Q4 2024 13F Holdings
- Locationeverett, WA
- Num holdings
110
- Value ($000)
$367,217
- Date Filed01/17/2025
- Form type13F-HR
- CIK0001578370
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $38.73M | 11 % | 75,751 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $31.34M | 9 % | 53,243 | ||
FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 33738R605 | $28.96M | 8 % | 490,310 | ||
SECT NORTHERN LTS FD TR IV | MAIN SECTR ROTN | 66538H591 | $28.90M | 8 % | 525,864 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $25.47M | 7 % | 60,433 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $14.70M | 4 % | 144,802 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $13.39M | 4 % | 237,057 | ||
CALF PACER FDS TR | PACER US SMALL | 69374H857 | $11.65M | 3 % | 264,782 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $11.65M | 3 % | 227,247 | ||
AAPL APPLE INC | COM | 037833100 | $10.05M | 3 % | 40,121 |
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