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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 $363,675,609
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 86,333 $48,510,732 13.34%
2.
Invesco Qqq Tr
 75,302 $35,310,634 9.71%
3.
Microsoft Corp
 MSFT 67,534 $25,351,624 6.97%
4.
Blackrock Etf Trust
 448,064 $21,847,580 6.01%
5.
Northern Lts Fd Tr Iv
 418,883 $21,388,173 5.88%
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)