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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Madrona Financial Services, LLC

Quarter ended Q1 2024 · Filed April 19, 2024 · Accession 0001578370-24-000004

Total Value
$287.2M
Positions
99
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (99)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHANGE-TRADED FD33738R605497,964$28.5M9.92%
2NORTHERN LTS FD TR IVNTRSO536,710$27.0M9.42%
3ISHARES TR46428720048,760$25.6M8.93%
4INVESCO QQQ TRIVZ46,591$20.7M7.20%
5MICROSOFT CORPMSFT48,891$20.6M7.16%
6ISHARES TR464287432151,311$14.3M4.99%
7PACER FDS TR69374H881173,979$10.1M3.52%
8PACER FDS TR69374H857194,159$9.5M3.32%
9BLACKROCK ETF TRUSTBLK174,861$7.8M2.70%
10FIRST TR EXCHNG TRADED FD VI33740F805173,300$7.6M2.63%
11VANGUARD BD INDEX FDS92193779389,978$6.5M2.27%
12ISHARES TR46428744067,722$6.4M2.23%
13APPLE INCAAPL37,104$6.4M2.22%
14NORTHERN LTS FD TR IVNTRSO453,545$6.2M2.16%
15PACER FDS TR69374H873169,554$5.4M1.89%
16ISHARES TR46428825748,621$5.4M1.86%
17ISHARES TR46428888548,120$5.0M1.74%
18J P MORGAN EXCHANGE TRADED F46641Q33275,788$4.4M1.53%
19COSTCO WHSL CORP NEW22160K1055,740$4.2M1.46%
20ISHARES TR46428730949,476$4.2M1.45%
21VANGUARD BD INDEX FDS92193782749,502$3.8M1.32%
22ISHARES TR46428772125,631$3.5M1.21%
23TESLA INCTSLA18,127$3.2M1.11%
24ISHARES TR46428722632,253$3.2M1.10%
25VANGUARD INDEX FDS92290876910,962$2.8M0.99%
26SPDR S&P 500 ETF TRSPY5,199$2.7M0.95%
27BERKSHIRE HATHAWAY INC DELBRK-A6,450$2.7M0.94%
28ISHARES INC46434G10347,827$2.5M0.86%
29ISHARES TR46434V80367,618$2.4M0.82%
30FIRST TR EXCHNG TRADED FD VI33740F75576,737$2.1M0.75%
31ISHARES INC46434G76433,844$1.9M0.68%
32BOEING COBA-PA8,523$1.6M0.57%
33AMAZON COM INCAMZN7,683$1.4M0.48%
34STARBUCKS CORPSBUX13,917$1.3M0.44%
35ISHARES TR46435U71329,025$1.3M0.44%
36ALPHABET INCGOOG8,143$1.2M0.43%
37ALPHABET INCGOOG7,376$1.1M0.39%
38PACCAR INCPCAR7,919$981,1290.34%
39HOME DEPOT INCHD2,532$971,3960.34%
40NVIDIA CORPORATIONNVDA1,033$933,5850.33%
41FIRST TR EXCHANGE-TRADED FD33738R11811,843$825,1020.29%
42VANGUARD INDEX FDS9229083631,684$809,4840.28%
43COASTAL FINL CORP WA19046P20918,465$717,7350.25%
44BERKSHIRE HATHAWAY INC DELBRK-A1$634,4400.22%
45FISERV INCFISV3,913$625,3760.22%
46ABBVIE INCABBV3,311$602,9330.21%
47THE CIGNA GROUP1255231001,657$601,8060.21%
48DIMENSIONAL ETF TRUST25434V40110,052$572,7630.20%
49VANGUARD SPECIALIZED FUNDS9219088442,984$544,9080.19%
50META PLATFORMS INCMETA1,023$496,7960.17%
51ISHARES TR4642871683,990$491,4880.17%
52UNION PAC CORPUNP1,871$460,1350.16%
53CISCO SYS INCCSCO9,041$451,2360.16%
54INNOVATOR ETFS TRUSTINHD23,125$447,9750.16%
55VANECK ETF TRUST92189F46020,497$443,7600.15%
56GLOBAL X FDS37954Y65721,761$438,7020.15%
57ISHARES TR4642875231,881$424,9560.15%
58SPDR GOLD TRGLD1,883$387,3710.13%
59VANGUARD WHITEHALL FDS9219464063,119$377,3690.13%
60TRIMTABS ETF TR89628W3025,678$344,8820.12%
61INVESCO EXCH TRADED FD TR IIIVZ27,792$330,1690.11%
62ISHARES TR46432F8344,842$328,5780.11%
63VANGUARD BD INDEX FDS92203C3036,408$317,5160.11%
64JOHNSON & JOHNSONJNJ1,960$310,0520.11%
65DIMENSIONAL ETF TRUST25434V1048,331$304,4010.11%
66ISHARES TR4642875074,987$302,9180.11%
67ISHARES TR46435G2506,165$288,0290.10%
68MCDONALDS CORPMCD1,019$287,3070.10%
69VISA INCV1,021$284,9410.10%
70DIGITAL RLTY TR INC2538681031,973$284,1910.10%
71LOCKHEED MARTIN CORPLMT615$279,7450.10%
72AUTOMATIC DATA PROCESSING INADP1,116$278,7100.10%
73FIDELITY COVINGTON TRUST31609A3059,402$277,8420.10%
74JPMORGAN CHASE & COVYLD1,301$260,5900.09%
75ISHARES U S ETF TR46431W5075,135$259,1120.09%
76APPLIED MATLS INC0382221051,248$257,3750.09%
77DOW INCDOW4,402$255,0080.09%
78ISHARES TR4642875981,413$253,1660.09%
79MICRON TECHNOLOGY INCMU2,122$250,1630.09%
80ISHARES TR4642878042,234$246,9460.09%
81BANK AMERICA CORP0605051046,463$245,0720.09%
82SALESFORCE INCCRM782$235,5230.08%
83WISDOMTREE TRWT7,145$233,4990.08%
84ADVANCED MICRO DEVICES INCAMD1,290$232,8320.08%
85GOLDMAN SACHS ETF TRNVGLF2,212$223,1690.08%
86VANGUARD INDEX FDS9229086111,141$219,0300.08%
87ISHARES TR4642886791,970$217,7640.08%
88TRAVELERS COMPANIES INCTRV929$213,8000.07%
89INVESCO EXCHANGE TRADED FD TIVZ10,295$212,5920.07%
90ELI LILLY & COLLY270$210,0490.07%
91BROADCOM INCAVGO155$205,4390.07%
92QUALCOMM INCQCOM1,192$201,8060.07%
93WELLS FARGO CO NEW9497461013,474$201,3250.07%
94PAYCHEX INCPAYX1,636$200,9010.07%
95CRONOS GROUP INCCRON50,000$130,5000.05%
96TILRAY BRANDS INCTLRY50,000$123,5000.04%
97EATON VANCE CALIF MUN BD FDETN10,057$95,0400.03%
98USIO INCUSIO34,080$57,9360.02%
99LINEAGE CELL THERAPEUTICS IN53566P10915,000$22,2000.01%