Madison Park Capital Advisors, LLC Top Holdings and 13F Report (2025) About Madison Park Capital Advisors, LLCInvestment ActivityMadison Park Capital Advisors, LLC has $125.37 million in total holdings as of December 31, 2024.Madison Park Capital Advisors, LLC owns shares of 59 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 28.31% of the portfolio was purchased this quarter.About 28.23% of the portfolio was sold this quarter.This quarter, Madison Park Capital Advisors, LLC has purchased 75 new stocks and bought additional shares in 18 stocks.Madison Park Capital Advisors, LLC sold shares of 24 stocks and completely divested from 27 stocks this quarter.Largest Holdings Microsoft $13,328,426Vanguard Growth ETF $9,037,572Vanguard Total International Stock ETF $8,175,734Apple $6,819,290Alerian MLP ETF $6,487,897 Largest New Holdings this Quarter Consumer Staples Select Sector SPDR Fund $5,746,006 HoldingUtilities Select Sector SPDR Fund $5,527,801 HoldingInvesco S&P 500 Equal Weight Consumer Discretionary ETF $1,042,793 HoldingLAM RESEARCH CORP COM NEW $975,105 HoldingVanguard Mid-Cap Growth ETF $373,246 Holding Largest Purchases this Quarter Microsoft 14,011 shares (about $5.91M)Consumer Staples Select Sector SPDR Fund 73,095 shares (about $5.75M)Utilities Select Sector SPDR Fund 73,032 shares (about $5.53M)Health Care Select Sector SPDR Fund 40,133 shares (about $5.52M)Apple 14,214 shares (about $3.56M) Largest Sales this Quarter Financial Select Sector SPDR Fund 66,641 shares (about $3.22M)Industrial Select Sector SPDR Fund 22,619 shares (about $2.98M)Costco Wholesale 2,634 shares (about $2.41M)Invesco QQQ 4,492 shares (about $2.30M)Vanguard Total International Stock ETF 35,810 shares (about $2.11M) 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 PortfolioSectorMSFTMicrosoft$13,328,426$5,905,714 ▲79.6%31,62110.6%Computer and TechnologyVUGVanguard Growth ETF$9,037,572$1,604,016 ▼-15.1%22,0197.2%ETFVXUSVanguard Total International Stock ETF$8,175,734$2,110,289 ▼-20.5%138,7366.5%ETFAAPLApple$6,819,290$3,559,524 ▲109.2%27,2315.4%Computer and TechnologyAMLPAlerian MLP ETF$6,487,897$475,148 ▼-6.8%134,7155.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$6,310,134$1,889,224 ▼-23.0%11,0795.0%ETFXLVHealth Care Select Sector SPDR Fund$5,820,244$5,521,033 ▲1,845.2%42,3084.6%ETFXLPConsumer Staples Select Sector SPDR Fund$5,746,006$5,746,006 ▲New Holding73,0954.6%ETFSPYSPDR S&P 500 ETF Trust$5,579,443$45,128 ▲0.8%9,5204.5%FinanceXLUUtilities Select Sector SPDR Fund$5,527,801$5,527,801 ▲New Holding73,0324.4%ETFBRK.BBerkshire Hathaway$4,987,440$496,795 ▼-9.1%11,0034.0%FinanceIJRiShares Core S&P Small-Cap ETF$4,607,793$1,420,211 ▼-23.6%39,9913.7%ETFCOWZPacer US Cash Cows 100 ETF$3,348,856$804,837 ▼-19.4%59,2932.7%ETFBXBlackstone$2,923,425$66,038 ▲2.3%16,9552.3%FinanceARKKARK Innovation ETF$2,838,161$961,344 ▼-25.3%49,9942.3%ETFQQQInvesco QQQ$2,834,289$2,296,469 ▼-44.8%5,5442.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$2,182,017$68,507 ▼-3.0%5,1281.7%FinanceSCHMSchwab U.S. Mid-Cap ETF$1,932,435$1,282,637 ▲197.4%69,7381.5%ETFAMZNAmazon.com$1,759,727$156,864 ▼-8.2%8,0211.4%Retail/WholesaleSCHASchwab US Small-Cap ETF$1,741,457$853,583 ▲96.1%67,3421.4%ETFVIGVanguard Dividend Appreciation ETF$1,551,762$142,565 ▼-8.4%7,9241.2%ETFVOOVanguard S&P 500 ETF$1,551,451$570,680 ▲58.2%2,8791.2%ETFFIDELITY WISE ORIGIN BITCOIN FUND$1,398,608$502,533 ▲56.1%17,1441.1%COMNOBLProShares S&P 500 Aristocrats ETF$1,186,068$4,082 ▼-0.3%11,9140.9%ETFRSPInvesco S&P 500 Equal Weight ETF$1,173,051$35,749 ▼-3.0%6,6940.9%ETFXLFFinancial Select Sector SPDR Fund$1,126,106$3,220,808 ▼-74.1%23,3000.9%ETFRSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF$1,042,793$1,042,793 ▲New Holding19,5170.8%ETFLAM RESEARCH CORP COM NEW$975,105$975,105 ▲New Holding13,5000.8%COMCVXChevron$924,023$35,049 ▲3.9%6,3800.7%Oils/EnergyORCLOracle$913,520$669,892 ▲275.0%5,4820.7%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$892,875$2,980,071 ▼-76.9%6,7770.7%ETFSBUXStarbucks$820,353$449,232 ▲121.0%8,9900.7%Retail/WholesaleKMIKinder Morgan$799,282$9,974 ▼-1.2%29,1710.6%Oils/EnergyFVFirst Trust Dorsey Wright Focus 5 ETF$757,030$59,828 ▼-7.3%12,8180.6%ManufacturingWMBWilliams Companies$665,6760.0%12,3000.5%Oils/EnergyNVDANVIDIA$542,550$12,087 ▼-2.2%4,0400.4%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$508,672$265,877 ▲109.5%7,6910.4%ManufacturingCRMSalesforce$501,4950.0%1,5000.4%Computer and TechnologyBABoeing$458,961$245,853 ▲115.4%2,5930.4%AerospaceVKQInvesco Municipal Trust$405,996$147,650 ▲57.2%41,3860.3%FinanceHTGCHercules Capital$401,8000.0%20,0000.3%FinanceVBVanguard Small-Cap ETF$375,509$33,635 ▼-8.2%1,5630.3%ETFVOTVanguard Mid-Cap Growth ETF$373,246$373,246 ▲New Holding1,4710.3%ETFHDHome Depot$366,981$366,981 ▲New Holding9430.3%Retail/WholesaleVKIInvesco Advantage Municipal Income Trust II$362,642$131,573 ▲56.9%41,4920.3%FinanceBACBank of America$340,481$14,328 ▲4.4%7,7470.3%FinanceLLYEli Lilly and Company$313,962$118,025 ▼-27.3%4070.3%MedicalCOSTCostco Wholesale$306,034$2,413,454 ▼-88.7%3340.2%Retail/WholesaleNLYAnnaly Capital Management$275,525$275,525 ▲New Holding15,0560.2%FinanceMPLXMplx$263,230$263,230 ▲New Holding5,5000.2%Oils/EnergyVOVanguard Mid-Cap ETF$259,068$123,592 ▼-32.3%9810.2%ETFTHQAbrdn Healthcare Opportunities Fund$245,3100.0%13,0000.2%Financial ServicesETEnergy Transfer$241,075$78 ▲0.0%12,3060.2%Oils/EnergyUSBU.S. Bancorp$234,271$234,271 ▲New Holding4,8980.2%FinanceARCCAres Capital$218,9000.0%10,0000.2%FinanceVBKVanguard Small-Cap Growth ETF$216,921$216,921 ▲New Holding7750.2%ETFLINDE PLC SHS$209,335$209,335 ▲New Holding5000.2%COMRCReady Capital$150,381$187,550 ▼-55.5%22,0500.1%FinanceACHVAchieve Life Sciences$35,2000.0%10,0000.0%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$0$3,728,259 ▼-100.0%00.0%FinanceSCHDSchwab US Dividend Equity ETF$0$1,908,983 ▼-100.0%00.0%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$0$1,109,534 ▼-100.0%00.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$0$904,950 ▼-100.0%00.0%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$0$763,380 ▼-100.0%00.0%ETFSLYVSPDR S&P 600 Small CapValue ETF$0$561,720 ▼-100.0%00.0%ETFSCHXSchwab US Large-Cap ETF$0$492,247 ▼-100.0%00.0%ETFVYMVanguard High Dividend Yield ETF$0$435,911 ▼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$390,121 ▼-100.0%00.0%FinanceXLKTechnology Select Sector SPDR Fund$0$386,876 ▼-100.0%00.0%ETFSOSouthern$0$355,154 ▼-100.0%00.0%UtilitiesPSXPhillips 66$0$333,100 ▼-100.0%00.0%Oils/EnergySPYGSPDR Portfolio S&P 500 Growth ETF$0$287,672 ▼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$271,488 ▼-100.0%00.0%ETFPGProcter & Gamble$0$264,029 ▼-100.0%00.0%Consumer StaplesGOOGLAlphabet$0$242,777 ▼-100.0%00.0%Computer and TechnologyBPBP$0$230,499 ▼-100.0%00.0%Oils/EnergyESGVVanguard ESG US Stock ETF$0$217,906 ▼-100.0%00.0%ETFCSCOCisco Systems$0$216,636 ▼-100.0%00.0%Computer and TechnologyMLPAGlobal X MLP ETF$0$207,871 ▼-100.0%00.0%ETFABBVAbbVie$0$203,200 ▼-100.0%00.0%MedicalKOCoca-Cola$0$201,996 ▼-100.0%00.0%Consumer StaplesPLUGPlug Power$0$28,659 ▼-100.0%00.0%Industrial ProductsFCELFuelCell Energy$0$16,289 ▼-100.0%00.0%Oils/EnergyAMWLAmerican Well$0$7,440 ▼-100.0%00.0%MedicalHYZNHyzon Motors$0$4,174 ▼-100.0%00.0%Auto/Tires/TrucksGNCAQGenocea Biosciences$0-100.0%00.0%MedicalShowing 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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