| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 3 | Q2 2024 | 8.8% |
| VANGUARD GROWTH ETF | 3 | Q2 2024 | 8.1% |
| SPDR S&P MIDCAP 400 ETF TRUST | 3 | Q2 2024 | 6.4% |
| MICROSOFT CORP COM | 3 | Q2 2024 | 6.6% |
| ALERIAN MLP ETF | 3 | Q2 2024 | 5.8% |
| ISHARES CORE S&P SMALL CAP ETF | 3 | Q2 2024 | 4.7% |
| SPDR S&P 500 ETF TRUST | 3 | Q2 2024 | 4.3% |
| HEALTH CARE SELECT SECTOR SPDR FUND | 3 | Q2 2024 | 6.2% |
| INVESCO QQQ TRUST SERIES I | 3 | Q2 2024 | 4.0% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 3 | Q2 2024 | 4.1% |
View Madison Park Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-02-02 |
View Madison Park Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.