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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
PFFIshares Preferred & Income Securities Etf
Recent Activity
Exited
0%
$201,424
6,062 shares@ $33.23 avg price
BPBp Plc Sponsored Adr
Recent Activity
Exited
0%
$200,425
6,385 shares@ $31.39 avg price
FCELBFuelcell Energy Inc Com
Recent Activity
Exited
0%
$5,890
15,500 shares@ $0.38 avg price
GNCAQGenocea Biosciences Inc Com New
Recent Activity
Exited
0%
$1
10,000 shares@ $0.01 avg price