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  Name: Madrona Financial Services LLC
  City: Everett
  State: WA
  Zip: 98201
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $287,180,000
  Total Value Change : $33,649,000
  Securities Held Change : 15
   
All Securities Held : 99
  New Positions : 18
  Closed Positions : 4
  Increased Positions : 49
  Unchanged Positions : 13
  Decreased Positions : 19

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Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (CCB)1 Year Chart         CCB Coastal Financial Corp 43 - $44.72 $718,000 18,465 0.25% -102,000 0 0.155    N/A
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 44 - $625,100.00 $634,000 1 0.22% 91,000 0 0    Property & Casualty I...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 51 - $125.53 $491,000 3,990 0.17% 23,000 0 0.003    Closed - End Fund - E...
   (PGX)1 Year Chart         PGX Invesco Preferred ETF 61 - $11.60 $330,000 27,792 0.11% 11,000 0 0.006    Closed - End Fund - Debt
   (HYDB)1 Year Chart         HYDB Ishares Edge High Yield Def... 67 - $0.00 $288,000 6,165 0.1% 3,000 0 0.069    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp 68 - $273.51 $287,000 1,019 0.1% -15,000 0 0    Restaurants
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 72 - $250.06 $279,000 1,116 0.1% 19,000 0 0    Business Software & S...
   (NEAR)1 Year Chart         NEAR Ishares Short Maturity Bond... 75 - $0.00 $259,000 5,135 0.09% 0 0 0.006    N/A
   (DES)1 Year Chart         DES WisdomTree SmallCap Dividend 83 - $32.46 $233,000 7,145 0.08% 3,000 0 0.012    Closed - End Fund - E...
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 87 - $110.30 $218,000 1,970 0.08% 1,000 0 0.001    Closed - End Fund - E...
   (PEY)1 Year Chart         PEY Invesco High Yield Eq Div A... 89 - $20.66 $213,000 10,295 0.07% -5,000 0 0.025    Closed - End Fund - Debt
   (USIO)1 Year Chart         USIO Usio Ord Shs 98 - $3.46 $58,000 34,080 0.02% -1,000 0 0.136    Business Software & S...
   (LCTX)1 Year Chart         LCTX Lineage Cell Therapeutics O... 99 - $0.92 $22,000 15,000 0.01% 6,000 0 0.01    Biotechnology
      13 Records Found
  1    
Page 1 of 1
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