Madison Park Capital Advisors, LLC
CIK 1993022 · Holdings on Mar 31, 2024 · First reported Apr 5, 2024
Top ten holdings
Q1 2024- XLV6.18%
- VXUS6.05%
- XLP5.84%
- MDY5.71%
- XLU5.70%
- AMLP5.64%
- VUG5.43%
- MSFT5.22%
- IJR4.36%
- SPY4.27%
Share classes counted separately54.40%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -0.61 pp2.54% → 1.93%Shares -788 (-5.77%)
- BRK.BWeight increased · +0.27 pp3.69% → 3.96%Shares +64 (+0.60%)
- AMLPWeight increased · +0.27 pp5.37% → 5.64%Shares +5.29K (+4.04%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | XLVSS HEALTH CARE SELECT SECTOR View history and evidence | $7.09M | 6.18% | 47.98K shares | 6.11% → 6.18%+0.07 pp +1.51K (+3.26%) | Added | ↗▾ |
| 02 | VXUSVANGUARD TOTAL INTL STOCK View history and evidence | $6.94M | 6.05% | 115.09K shares | 6.31% → 6.05%-0.26 pp +2.18K (+1.93%) | Added | ↗▾ |
| 03 | XLPSS CONSUMER STAPLES SEL SECT View history and evidence | $6.70M | 5.84% | 87.70K shares | 5.93% → 5.84%-0.09 pp +2.37K (+2.77%) | Added | ↗▾ |
| 04 | MDYSTATE STREET SPDR S&P MIDCAP View history and evidence | $6.55M | 5.71% | 11.77K shares | 5.63% → 5.71%+0.08 pp +267 (+2.32%) | Added | ↗▾ |
| 05 | XLUST SR UTL SL SE SPDR ETF-USD View history and evidence | $6.54M | 5.70% | 99.55K shares | 5.85% → 5.70%-0.15 pp +3.72K (+3.89%) | Added | ↗▾ |
| 06 | AMLPALERIAN MLP ETF View history and evidence | $6.46M | 5.64% | 136.18K shares | 5.37% → 5.64%+0.27 pp +5.29K (+4.04%) | Added | ↗▾ |
| 07 | VUGVANGUARD MRNGSTAR GR ETF-SUI View history and evidence | $6.22M | 5.43% | 18.08K shares | 5.22% → 5.43%+0.21 pp +679 (+3.90%) | Added | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $5.98M | 5.22% | 14.21K shares | 5.12% → 5.22%+0.10 pp +86 (+0.61%) | Added | ↗▾ |
| 09 | IJRISHARES CORE S&P SMALL-CAP E View history and evidence | $5.00M | 4.36% | 45.28K shares | 4.63% → 4.36%-0.27 pp +963 (+2.17%) | Added | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-US View history and evidence | $4.89M | 4.27% | 9.36K shares | 4.33% → 4.27%-0.06 pp -99 (-1.05%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1993022 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 114677460
}Research all 73 reported holdings.
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