ANDREW J. BARFOOT

@Madison Park Capital Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$125.373M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LLYEli Lilly & Co Com Recent Activity Decreased -27.7%	0.26%	$313,962 407 shares@ $771.41 avg price	Decreased -27.7%
COSTCostco Whsl Corp New Com Recent Activity Decreased -87.57%	0.25%	$306,034 334 shares@ $916.27 avg price	Decreased -87.57%
VOVanguard Mid-cap Etf Recent Activity Decreased -32.99%	0.21%	$259,068 981 shares@ $264.09 avg price	Decreased -32.99%