Madison Park Capital Advisors, LLC Top Holdings and 13F Report (2025) About Madison Park Capital Advisors, LLCInvestment ActivityMadison Park Capital Advisors, LLC has $113.99 million in total holdings as of March 31, 2025.Madison Park Capital Advisors, LLC owns shares of 58 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 2.91% of the portfolio was purchased this quarter.About 9.54% of the portfolio was sold this quarter.This quarter, Madison Park Capital Advisors, LLC has purchased 59 new stocks and bought additional shares in 29 stocks.Madison Park Capital Advisors, LLC sold shares of 19 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Total International Stock ETF $8,766,757Vanguard Growth ETF $8,303,576Alerian MLP ETF $7,084,465Health Care Select Sector SPDR Fund $6,252,848SPDR S&P MidCap 400 ETF Trust $6,129,084 Largest New Holdings this Quarter 46434V878 - iShares Ultra Short-Term Bond Active ETF $516,696 Holding922908769 - Vanguard Total Stock Market ETF $247,574 Holding92204A702 - Vanguard Information Technology ETF $220,009 Holding808524805 - Schwab International Equity ETF $198,011 Holding Largest Purchases this Quarter iShares Ultra Short-Term Bond Active ETF 10,191 shares (about $516.70K)Amazon.com 2,586 shares (about $492.01K)Vanguard Total Stock Market ETF 901 shares (about $247.57K)Vanguard Information Technology ETF 406 shares (about $220.01K)SPDR S&P MidCap 400 ETF Trust 410 shares (about $218.72K) Largest Sales this Quarter Microsoft 16,162 shares (about $6.07M)Chevron 4,440 shares (about $742.61K)Oracle 4,032 shares (about $563.72K)Starbucks 5,373 shares (about $527.03K)Apple 1,443 shares (about $320.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMadison Park Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVXUSVanguard Total International Stock ETF$8,766,757$151,275 ▲1.8%141,1727.7%ETFVUGVanguard Growth ETF$8,303,576$138,319 ▲1.7%22,3927.3%ETFAMLPAlerian MLP ETF$7,084,465$87,363 ▲1.2%136,3976.2%ETFXLVHealth Care Select Sector SPDR Fund$6,252,848$75,487 ▲1.2%42,8255.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$6,129,084$218,724 ▲3.7%11,4895.4%ETFXLPConsumer Staples Select Sector SPDR Fund$6,052,400$82,732 ▲1.4%74,1085.3%ETFXLUUtilities Select Sector SPDR Fund$5,932,415$173,864 ▲3.0%75,2375.2%ETFMSFTMicrosoft$5,803,215$6,067,117 ▼-51.1%15,4595.1%Computer and TechnologyAAPLApple$5,728,285$320,533 ▼-5.3%25,7885.0%Computer and TechnologyBRK.BBerkshire Hathaway$5,630,968$229,009 ▼-3.9%10,5734.9%FinanceSPYSPDR S&P 500 ETF Trust$5,542,751$217,593 ▲4.1%9,9094.9%FinanceIJRiShares Core S&P Small-Cap ETF$4,339,094$157,272 ▲3.8%41,4953.8%ETFCOWZPacer US Cash Cows 100 ETF$3,310,223$63,357 ▲2.0%60,4502.9%ETFQQQInvesco QQQ$2,562,351$37,516 ▼-1.4%5,4642.2%FinanceARKKARK Innovation ETF$2,402,268$23,552 ▲1.0%50,4892.1%ETFBXBlackstone$2,393,010$23,063 ▲1.0%17,1202.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$2,211,290$57,949 ▲2.7%5,2661.9%FinanceAMZNAmazon.com$2,018,088$492,012 ▲32.2%10,6071.8%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$1,763,136$64,007 ▼-3.5%67,2951.5%ETFVOOVanguard S&P 500 ETF$1,545,464$65,786 ▲4.4%3,0071.4%ETFSCHASchwab US Small-Cap ETF$1,542,548$35,286 ▼-2.2%65,8361.4%ETFVIGVanguard Dividend Appreciation ETF$1,521,524$15,714 ▼-1.0%7,8431.3%ETFFIDELITY WISE ORIGIN BITCOIN FUND$1,263,865$30,011 ▲2.4%17,5611.1%COMNOBLProShares S&P 500 Aristocrats ETF$1,195,449$21,970 ▼-1.8%11,6991.0%ETFRSPInvesco S&P 500 Equal Weight ETF$1,148,778$10,739 ▼-0.9%6,6321.0%ETFXLFFinancial Select Sector SPDR Fund$1,140,828$19,724 ▼-1.7%22,9041.0%ETFRSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF$946,553$27,345 ▼-2.8%18,9690.8%ETFXLIIndustrial Select Sector SPDR Fund$854,580$33,685 ▼-3.8%6,5200.7%ETFKMIKinder Morgan$832,933$685 ▲0.1%29,1950.7%EnergyWMBWilliams Companies$738,574$3,526 ▲0.5%12,3590.6%EnergyFVFirst Trust Dorsey Wright Focus 5 ETF$703,284$110 ▲0.0%12,8200.6%ManufacturingICSHiShares Ultra Short-Term Bond Active ETF$516,696$516,696 ▲New Holding10,1910.5%ETFIXUSiShares Core MSCI Total International Stock ETF$513,371$23,525 ▼-4.4%7,3540.5%ManufacturingNVDANVIDIA$480,789$42,920 ▲9.8%4,4360.4%Computer and TechnologyCRMSalesforce$410,591$8,051 ▲2.0%1,5300.4%Computer and TechnologyVKQInvesco Municipal Trust$409,698$10,325 ▲2.6%42,4560.4%FinanceHTGCHercules Capital$384,2000.0%20,0000.3%FinanceVOTVanguard Mid-Cap Growth ETF$360,516$734 ▲0.2%1,4740.3%ETFVKIInvesco Advantage Municipal Income Trust II$358,941$4,603 ▲1.3%42,0310.3%FinanceSBUXStarbucks$354,789$527,034 ▼-59.8%3,6170.3%Retail/WholesaleLLYEli Lilly and Company$338,601$2,478 ▲0.7%4100.3%MedicalBABoeing$332,743$109,493 ▼-24.8%1,9510.3%AerospaceVBVanguard Small-Cap ETF$327,107$19,516 ▼-5.6%1,4750.3%ETFCVXChevron$324,475$742,613 ▼-69.6%1,9400.3%EnergyCOSTCostco Wholesale$318,728$2,837 ▲0.9%3370.3%Retail/WholesaleBACBank of America$314,471$8,805 ▼-2.7%7,5360.3%FinanceNLYAnnaly Capital Management$305,7870.0%15,0560.3%FinanceMPLXMplx$294,3600.0%5,5000.3%EnergyTHQAbrdn Healthcare Opportunities Fund$268,3200.0%13,0000.2%Financial ServicesVOVanguard Mid-Cap ETF$255,055$1,293 ▲0.5%9860.2%ETFVTIVanguard Total Stock Market ETF$247,574$247,574 ▲New Holding9010.2%ETFETEnergy Transfer$228,800$37 ▲0.0%12,3080.2%EnergyARCCAres Capital$221,6000.0%10,0000.2%FinanceVGTVanguard Information Technology ETF$220,009$220,009 ▲New Holding4060.2%ETFORCLOracle$202,725$563,715 ▼-73.5%1,4500.2%Computer and TechnologySCHFSchwab International Equity ETF$198,011$198,011 ▲New Holding10,0110.2%ETFRCReady Capital$112,744$509 ▲0.5%22,1500.1%FinanceACHVAchieve Life Sciences$26,7000.0%10,0000.0%MedicalLAM RESEARCH CORP COM NEW$0$975,105 ▼-100.0%00.0%COMHDHome Depot$0$366,981 ▼-100.0%00.0%Retail/WholesaleUSBU.S. Bancorp$0$234,271 ▼-100.0%00.0%FinanceVBKVanguard Small-Cap Growth ETF$0$216,921 ▼-100.0%00.0%ETFLINDE PLC SHS$0$209,335 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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