MP

Madison Park Capital Advisors, LLC

13F
Madison Park Capital Advisors, LLC
Last update 2025-07-08 61 Stocks (5 new)
Value $119.00 Mil Turnover 3 %
Countries:
Madison Park Capital Advisors,... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
20,443
8,962.4
-8.70%
7.540
-0.63%
0.010
+22.07%
+10.46%
166,080.2
 
VXUS
Vanguard Total International Stock
127,603
8,816.1
-9.61%
7.420
-0.74%
0.010
+12.30%
+21.01%
93,859.7
 
MSFT
Microsoft Corp
14,999
7,460.8
-2.98%
6.280
-0.15%
0.000
+32.15%
+21.67%
3,797,138.0
Software
SPY
SPDR S&P 500 ETF Trust
11,149
6,888.7
+12.51%
5.800
+0.65%
0.000
+16.39%
+8.89%
654,583.2
 
AMLP
Alerian MLP ETF
136,513
6,670.0
+0.09%
5.610
0%
0.060
+0.91%
+5.99%
10,543.1
 
XLU
Utilities Select Sector SPDR ETF
75,428
6,159.5
+0.25%
5.180
+0.01%
0.030
+8.20%
+12.95%
20,486.9
 
MDY
S&P MidCap 400 ETF
10,672
6,045.3
-7.11%
5.090
-0.38%
0.030
+12.41%
+2.85%
23,236.2
 
XLP
Consumer Staples Select Sector SPDR
74,394
6,023.7
+0.39%
5.070
+0.02%
0.040
+1.07%
+4.76%
15,883.3
 
XLV
Health Care Select Sector SPDR
43,096
5,808.9
+0.63%
4.890
+0.03%
0.020
-0.71%
-0.46%
33,541.6
 
BRK.B
Berkshire Hathaway Inc
10,991
5,339.1
+3.95%
4.490
+0.17%
0.000
-9.60%
+6.03%
1,036,369.2
Insurance

Madison Park Capital Advisors, LLC's Historical Top Holdings Breakdowns

Madison Park Capital Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VXUS
Vanguard Total International Stock
2025-06-30
Reduce
Reduce
-0.74%
55.54 ($64.89) 69.09
$70.59
8.78%
Reduce -9.61%
127,603
-13,569
TUSI
Touchstone Ultra Short Income ETF
2025-06-30
New Buy
New Buy
+0.67%
25.27 ($25.33) 25.41
$25.36
0.12%
New holding
31,225
31,225
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Add
Add
+0.65%
496.48 ($571.44) 617.85
$634.42
11.02%
Add 12.51%
11,149
1,240
VUG
Vanguard Growth ETF
2025-06-30
Reduce
Reduce
-0.63%
329.49 ($394.63) 438.4
$452.27
14.61%
Reduce -8.7%
20,443
-1,949
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
2025-06-30
Reduce
Reduce
-0.42%
44.09 ($50.33) 53.43
$55.80
10.87%
Reduce -51.15%
9,267
-9,702
MDY
S&P MidCap 400 ETF
2025-06-30
Reduce
Reduce
-0.38%
468.22 ($536.67) 566.51
$582.49
8.54%
Reduce -7.11%
10,672
-817
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Reduce
Reduce
-0.34%
90.56 ($103.39) 109.49
$112.32
8.64%
Reduce -8.81%
37,840
-3,655
XLI
Industrial Select Sector SPDR
2025-06-30
Reduce
Reduce
-0.33%
116.42 ($136.33) 147.52
$153.47
12.57%
Reduce -43.51%
3,683
-2,837
XLF
Financial Select Sector SPDR
2025-06-30
Reduce
Reduce
-0.32%
43.92 ($49.5) 52.37
$53.07
7.21%
Reduce -31.75%
15,632
-7,272
BAC
Bank of America Corp
2025-06-30
Sold Out
Sold Out
-0.28%
34.39 ($42.07) 47.46
$48.39
15.02%
Sold Out
0
-7,536

Madison Park Capital Advisors, LLC Total Holding History ($B)

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Madison Park Capital Advisors, LLC's Asset Allocation

To

Madison Park Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Madison Park Capital Advisors, LLC's Hypothetical Growth since 2025-06-30

Madison Park Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Madison Park Capital Advisors, LLC's Holdings Heat Map

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