StockDriftsStockDriftsTop 50 Madison Park Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 11.03% | 182.0K | $14.0M | +1.93%(+3.44K) | $61.68(+37.95%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 6.77% | 19.7K | $8.6M | -2.59%(-524) | $52.86(+65.56%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 6.58% | 12.9K | $8.4M | +2.36%(+297) | $496.72(+49.44%) | 2026-03-31 | |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 6.08% | 168.5K | $7.7M | +136.96%(+97.39K) | $38.64(+15.59%) | 2026-03-31 | |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 5.12% | 79.5K | $6.5M | new | $71.27(+18.87%) | 2026-03-31 | |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 5.11% | 10.6K | $6.5M | -1.20%(-128) | $497.99(+34.02%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 4.99% | 25.0K | $6.3M | -1.46%(-371) | $199.00(+50.18%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 4.61% | 12.3K | $5.9M | +0.35%(+43) | $379.28(+28.01%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 4.44% | 15.2K | $5.6M | +3.06%(+452) | $392.57(+3.22%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 3.69% | 37.8K | $4.7M | -0.00%(-1) | $107.64(+25.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.35% | +30.77% |
| Top 20 Holdings Unweighted | +10.42% | +34.62% |
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