Madrona Financial Services, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 23 October, 2023
Investment portfolios are constantly changing as companies and investors adapt to market trends and developments. Tracking these changes is essential for investors to stay informed and make informed decisions. Madrona Financial Services, LLC recently published its Q2 2023 vs. Q3 2023 13F Holdings Comparison, which showcases the changes in holdings for various funds over the specified period.
In this comparison, we can observe significant shifts in the numbers of shares held and the corresponding values. Let's take a closer look at some of the key highlights from this report.
1. iShares TR (IVV)
- In Q2 2023, Madrona Financial Services held 10,443 shares of iShares TR, which increased significantly to 54,804 shares in Q3 2023, marking a 405.6% increase.
- The value of the shares also saw a substantial rise, climbing from $4,654,000 in Q2 to $23,534,000 in Q3.
2. Northern Lts FD TR IV (SECT)
- Holdings of SECT shares experienced a remarkable surge, growing from 82,904 shares in Q2 2023 to 479,564 shares in Q3 2023, representing a 465% increase.
- The value of the SECT shares held also skyrocketed from $3,572,000 in Q2 to $20,184,000 in Q3.
3. First Tr Exchange-Traded FD (FV)
- Madrona Financial Services saw an increase in FV shares from 249,799 shares in Q2 2023 to 431,645 shares in Q3 2023, marking a 63.2% increase.
- The value of the FV shares also rose significantly, climbing from $11,718,000 in Q2 to $19,121,000 in Q3.
4. Invesco QQQ TR (QQQ)
- QQQ shares remained relatively stable, with Madrona Financial Services holding 39,121 shares in Q2 2023 and 42,369 shares in Q3 2023, representing a 5% increase.
- The value of the QQQ shares remained relatively unchanged, moving from $14,452,000 in Q2 to $15,179,000 in Q3.
5. Microsoft Corp (MSFT)
- Holdings of Microsoft Corp shares increased from 40,774 shares in Q2 2023 to 47,260 shares in Q3 2023, marking a 7.5% increase.
- The value of the Microsoft Corp shares held also saw a slight rise, climbing from $13,885,000 in Q2 to $14,922,000 in Q3.
6. Pacer FDS TR (COWZ)
- COWZ shares experienced a significant surge, growing from 27,832 shares in Q2 2023 to 156,823 shares in Q3 2023, representing a 481.8% increase.
- The value of the COWZ shares held also skyrocketed from $1,332,000 in Q2 to $7,751,000 in Q3.
These are just a few of the many remarkable changes observed in Madrona Financial Services' Q2 2023 vs. Q3 2023 13F Holdings Comparison. By analyzing this comprehensive report, investors can gain valuable insights into the market trends and adjustments made by Madrona Financial Services, LLC. It is crucial to stay informed and monitor these changes to align one's investment strategy with current market dynamics. Take advantage of the insights provided by this comparison to make well-informed investment decisions and navigate the ever-changing investment landscape successfully.
Other Posts
- BTS Asset Management, Inc. Q3 2023 vs. Q4 2023: Analyzing Changes in Fund Holdings
- Edge Wealth Management LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Tobías Martinez, Former Cellnex CEO, Joins Antin Infrastructure Partners as Senior Advisor
- When Money Meets Innovation: Blend Labs' Budding Romance with Haveli Investments
- Investment Analysis: Pura Vida Investments Q3 2022 vs. Q4 2022 Holdings Comparison
- Analyzing Abbot Financial Management, Inc. Q3 2022 vs. Q4 2022 13F Holdings Comparison
- Boann Social Impact: Investing in Positive Change for Indigenous Communities
- Homestead Advisers Corp Q4 2022 vs. Q1 2023 13F Holdings Comparison
- Arlington Capital Partners-Backed Pegasus Steel Announces New Executive Team
- Investment Update: Vontobel Swiss Wealth Advisors AG Q1 2021 vs. Q2 2021