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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 $367,217,262
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 75,751 $38,726,206 10.54%
2.
Ishares Trust
 IEF 53,243 $31,343,046 8.53%
3.
First Tr Exchange-Traded Fd - DORSEY WRT 5 ETF
 490,310 $28,957,709 7.88%
4.
Northern Lts Fd Tr Iv
 525,864 $28,901,493 7.87%
5.
Microsoft Corp
 MSFT 60,433 $25,472,412 6.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)