Portfolio (Quarterly)
Guide ↗
Madison Park Capital Advisors, LLC
· CIK 0001993022| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | — | 32,441 | $3.3M | 2.71% | SOLD |
| 2 | RSPD | INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF | — | 6,376 | $364K | 0.29% | SOLD |
| 3 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | — | 1,837 | $273K | 0.22% | SOLD |
| 4 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 809 | $271K | 0.22% | SOLD |
Sector Allocation
Financial Services
54.9%
Technology
29.1%
Consumer Cyclical
5.9%
Energy
4.9%
Communication Services
2.0%
Healthcare
1.6%
Industrials
0.9%
Consumer Defensive
0.7%
Real Estate
0.1%