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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed 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
   (SO)1 Year Chart         SO Southern Co 103 Closed $79.38 $0 0 0% -210,000 -3,000 0    Electric Utilities
   (AOA)1 Year Chart         AOA iShares Trust 102 Closed $74.18 $0 0 0% -208,000 -3,010 0    Closed - End Fund - Debt
   (BUFD)1 Year Chart         BUFD Ft Cboe Vest Fund Of Deep B... 101 Closed $0.00 $0 0 0% -3,536,000 -155,761 0    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 100 Closed $0.00 $0 0 0% -2,254,000 -28,881 0    N/A

      4 Records Found
  1    
Page 1 of 1
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