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Madrona Financial Services, LLC Buys Vanguard S&P 500, Vanguard FTSE All World Ex US, Vanguard Total International Bond ETF, Sells Pfizer Inc, Goldman Sachs MLP and Energy Renaissance Fund, Capital Product Partners LP

Everett, WA, based Investment company Madrona Financial Services, LLC buys Vanguard S&P 500, Vanguard FTSE All World Ex US, Vanguard Total International Bond ETF, iShares Edge MSCI USA Momentum Factor, Exxon Mobil Corp, Bank of America Corporation, Alphabet Inc, sells Pfizer Inc, Goldman Sachs MLP and Energy Renaissance Fund, Capital Product Partners LP during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Madrona Financial Services, LLC. As of 2019Q1, Madrona Financial Services, LLC owns 39 stocks with a total value of $61 million. These are the details of the buys and sells.

For the details of Madrona Financial Services, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/madrona+financial+services%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Madrona Financial Services, LLC
  1. Vanguard Total Stock Market (VTI) - 79,280 shares, 18.89% of the total portfolio. Shares reduced by 4.1%
  2. Invesco QQQ Trust Series 1 (QQQ) - 38,818 shares, 11.48% of the total portfolio. Shares added by 0.09%
  3. Costco Wholesale Corp (COST) - 24,015 shares, 9.57% of the total portfolio. Shares added by 1.69%
  4. iShares Core Growth Allocation (AOR) - 119,375 shares, 8.78% of the total portfolio. Shares added by 0.42%
  5. Vanguard Small-Cap (VB) - 26,230 shares, 6.60% of the total portfolio. Shares added by 4.86%
New Purchase: Vanguard S&P 500 (VOO)

Madrona Financial Services, LLC initiated holding in Vanguard S&P 500. The purchase prices were between $224.5 and $261.43, with an estimated average price of $249.48. The stock is now traded at around $266.34. The impact to a portfolio due to this purchase was 0.96%. The holding were 2,238 shares as of .

New Purchase: Vanguard Total International Bond ETF (BNDX)

Madrona Financial Services, LLC initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $54.1 and $55.85, with an estimated average price of $54.86. The stock is now traded at around $55.59. The impact to a portfolio due to this purchase was 0.47%. The holding were 5,165 shares as of .

New Purchase: iShares Edge MSCI USA Momentum Factor (MTUM)

Madrona Financial Services, LLC initiated holding in iShares Edge MSCI USA Momentum Factor. The purchase prices were between $96.81 and $112.18, with an estimated average price of $107.38. The stock is now traded at around $111.65. The impact to a portfolio due to this purchase was 0.39%. The holding were 2,124 shares as of .

New Purchase: Exxon Mobil Corp (XOM)

Madrona Financial Services, LLC initiated holding in Exxon Mobil Corp. The purchase prices were between $68.19 and $81.79, with an estimated average price of $76.09. The stock is now traded at around $81.13. The impact to a portfolio due to this purchase was 0.35%. The holding were 2,600 shares as of .

New Purchase: Bank of America Corporation (BAC)

Madrona Financial Services, LLC initiated holding in Bank of America Corporation. The purchase prices were between $24.56 and $29.82, with an estimated average price of $28.23. The stock is now traded at around $30.03. The impact to a portfolio due to this purchase was 0.33%. The holding were 7,240 shares as of .

New Purchase: Alphabet Inc (GOOG)

Madrona Financial Services, LLC initiated holding in Alphabet Inc. The purchase prices were between $1016.06 and $1231.54, with an estimated average price of $1120.29. The stock is now traded at around $1236.37. The impact to a portfolio due to this purchase was 0.33%. The holding were 171 shares as of .

Added: Vanguard FTSE All World Ex US (VEU)

Madrona Financial Services, LLC added to a holding in Vanguard FTSE All World Ex US by 137.31%. The purchase prices were between $45.08 and $50.94, with an estimated average price of $48.91. The stock is now traded at around $51.71. The impact to a portfolio due to this purchase was 0.89%. The holding were 18,700 shares as of .

Sold Out: Pfizer Inc (PFE)

Madrona Financial Services, LLC sold out a holding in Pfizer Inc. The sale prices were between $39.53 and $43.65, with an estimated average price of $42.24.

Sold Out: Goldman Sachs MLP and Energy Renaissance Fund (GER)

Madrona Financial Services, LLC sold out a holding in Goldman Sachs MLP and Energy Renaissance Fund. The sale prices were between $4.39 and $5.87, with an estimated average price of $5.37.

Sold Out: Capital Product Partners LP (CPLP)

Madrona Financial Services, LLC sold out a holding in Capital Product Partners LP. The sale prices were between $8.07 and $10.81, with an estimated average price of $8.8.



Here is the complete portfolio of Madrona Financial Services, LLC. Also check out:

1. Madrona Financial Services, LLC's Undervalued Stocks
2. Madrona Financial Services, LLC's Top Growth Companies, and
3. Madrona Financial Services, LLC's High Yield stocks
4. Stocks that Madrona Financial Services, LLC keeps buying

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