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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
XLKTechnology Select Sector Spdr Fund
Recent Activity
Exited
0%
$386,436
1,712 shares@ $225.73 avg price
SPYGSpdr Portfolio S&p 500 Growth Etf
Recent Activity
Exited
0%
$298,023
3,593 shares@ $82.95 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Exited
0%
$287,661
1,016 shares@ $283.14 avg price
PGProcter And Gamble Co Com
Recent Activity
Exited
0%
$284,208
1,641 shares@ $173.2 avg price
CSCOCisco Sys Inc Com
Recent Activity
Exited
0%
$264,460
4,969 shares@ $53.23 avg price
PSXPhillips 66 Com
Recent Activity
Exited
0%
$245,367
1,867 shares@ $131.43 avg price
ABBVAbbvie Inc Com
Recent Activity
Exited
0%
$235,368
1,192 shares@ $197.46 avg price
ESGVVanguard Esg U.s. Stock Etf
Recent Activity
Exited
0%
$229,440
2,257 shares@ $101.66 avg price
KOCoca Cola Co Com
Recent Activity
Exited
0%
$229,239
3,190 shares@ $71.87 avg price
MCDMcdonalds Corp Com
Recent Activity
Exited
0%
$206,063
677 shares@ $304.38 avg price