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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
CVXChevron Corp New Com
Recent Activity
Increased 3.9%
0.74%
$924,023
6,380 shares@ $144.84 avg price
ORCLOracle Corp Com
Recent Activity
Increased 277.03%
0.73%
$913,520
5,482 shares@ $166.64 avg price
SBUXStarbucks Corp Com
Recent Activity
Increased 121.54%
0.66%
$820,353
8,990 shares@ $91.26 avg price
IXUSIshares Core Msci Total International Stock Etf
Recent Activity
Increased 97.06%
0.41%
$508,672
7,691 shares@ $66.14 avg price
VKQInvesco Municipal Trust Com
Recent Activity
Increased 31.98%
0.33%
$405,996
41,386 shares@ $9.81 avg price
VOTVanguard Mid-cap Growth Etf
Recent Activity
Increased 73.47%
0.3%
$373,246
1,471 shares@ $253.74 avg price
HDHome Depot Inc Com
Recent Activity
Increased 83.47%
0.3%
$366,981
943 shares@ $389.17 avg price
VKIInvesco Advantage Mun Income T Sh Ben Int
Recent Activity
Increased 31.88%
0.29%
$362,642
41,492 shares@ $8.75 avg price
BACBank America Corp Com
Recent Activity
Increased 4.36%
0.28%
$340,481
7,747 shares@ $43.96 avg price
ETEnergy Transfer L P Com Ut Ltd Ptn
Recent Activity
Increased 0.02%
0.2%
$241,075
12,306 shares@ $19.6 avg price