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ANDREW J. BARFOOT

@Madison Park Capital Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$125.373MTotal holdings59
Assets growth rate-6.02%Assets growth rate (2-Q avg)2.73%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Madison Park Capital Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Madison Park Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 125.373M in assets, with a quarterly growth rate of -6.02% and a 2-quarter average growth rate of 2.73%. The portfolio is managed by ANDREW J. BARFOOT, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLPConsumer Staples Select Sector Spdr Fund
Recent Activity
New Position
4.59%
$5.746M
73,095 shares@ $78.62 avg price
XLUUtilities Select Sector Spdr Fund
Recent Activity
New Position
4.41%
$5.528M
73,032 shares@ $75.7 avg price
LRCXLam Research Corp Com New
Recent Activity
New Position
0.78%
$975,105
13,500 shares@ $72.23 avg price
BABoeing Co Com
Recent Activity
New Position
0.37%
$458,961
2,593 shares@ $177.0 avg price
MPLXMplx Lp Com Unit Rep Ltd
Recent Activity
New Position
0.21%
$263,230
5,500 shares@ $47.86 avg price
USBUs Bancorp Del Com New
Recent Activity
New Position
0.19%
$234,271
4,898 shares@ $47.83 avg price
VBKVanguard Small-cap Growth Etf
Recent Activity
New Position
0.18%
$216,921
775 shares@ $279.9 avg price
LINLinde Plc Shs
Recent Activity
New Position
0.17%
$209,335
500 shares@ $418.67 avg price