Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Madden Advisory Services

Latest statistics and disclosures from Madden Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHB, VOO, VGT, VTV, EFA, and represent 30.76% of Madden Advisory Services's stock portfolio.
Added to shares of these 10 stocks: IBDQ, IBDR, IBDS, SCHI, IBDP, VTV, VHT, SHYG, VOO, EEM.
Started 8 new stock positions in EEM, IBDT, SCHP, RSP, MOAT, IJJ, KXI, VOX.
Reduced shares in these 10 stocks: SCHB, VGT, FLTR, IHI, JNJ, EFA, SCHG, FXG, SPY, FTSM.
Sold out of its position in JNJ.
Madden Advisory Services was a net buyer of stock by $11M.
Madden Advisory Services has $218M in assets under management (AUM), dropping by 11.02%.
Central Index Key (CIK): 0001542284

Tip: Access up to 7 years of quarterly data

Positions held by Madden Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Madden Advisory Services

Madden Advisory Services holds 100 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	7.9	$17M	-3%	259k	66.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.2	$16M	+2%	30k	527.68	View chart
Vanguard World Inf Tech Etf (VGT)	6.2	$14M	-3%	23k	586.52	View chart
Vanguard Index Fds Value Etf (VTV)	6.0	$13M	+4%	75k	174.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.4	$7.4M		89k	83.63	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	3.4	$7.3M	+8%	291k	25.21	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	2.9	$6.3M	+26%	253k	25.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.9	$6.3M	+2%	93k	67.85	View chart
Vanguard World Health Car Etf (VHT)	2.9	$6.3M	+8%	22k	282.21	View chart
Microsoft Corporation (MSFT)	2.8	$6.1M		14k	430.32	View chart
Vanguard World Consum Stp Etf (VDC)	2.7	$6.0M		27k	218.49	View chart
Ishares Gold Tr Ishares New (IAU)	2.2	$4.8M		97k	49.70	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.1	$4.7M	+2%	72k	64.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$4.4M		7.6k	573.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$4.3M	-2%	41k	104.18	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.9	$4.1M	+4%	50k	83.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$4.1M	+4%	21k	198.06	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.8	$3.9M	+12%	89k	43.42	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.7	$3.8M	+45%	157k	24.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$3.4M		29k	116.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$3.3M		12k	283.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$3.2M	+6%	37k	84.53	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.4	$3.0M		29k	101.32	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	1.3	$2.9M	-12%	115k	25.47	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	1.3	$2.9M	-7%	49k	59.22	View chart
Vanguard World Consum Dis Etf (VCR)	1.3	$2.8M	+3%	8.1k	340.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$2.3M	+8%	29k	79.42	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.0	$2.3M	+4%	98k	23.17	View chart
Vanguard World Utilities Etf (VPU)	1.0	$2.2M	+9%	13k	174.05	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.9	$1.9M	+115%	78k	24.37	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.9	$1.9M	+19%	19k	99.45	View chart
Vanguard World Industrial Etf (VIS)	0.8	$1.8M	-2%	6.8k	260.09	View chart
Ishares Tr Core High Dv Etf (HDV)	0.8	$1.7M	+5%	14k	117.62	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.8	$1.6M	+9%	25k	64.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.6M		25k	62.32	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$1.5M		6.5k	225.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.4M	+2%	6.0k	237.24	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.6	$1.4M	+4%	7.0k	200.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.3M	+3%	13k	97.42	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$1.2M	+16%	11k	110.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.2M		2.5k	488.12	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$1.2M	+10%	41k	29.18	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.5	$1.2M	+300%	26k	46.16	View chart
Apple (AAPL)	0.5	$1.2M	-4%	5.0k	233.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.1M	+6%	15k	78.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.1M	+21%	2.9k	384.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.1M	+15%	11k	101.28	View chart
Select Sector Spdr Tr Indl (XLI)	0.5	$1.1M	-2%	8.2k	135.45	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$1.1M	-5%	26k	41.12	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.4	$962k		16k	58.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$926k		3.5k	263.89	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$923k	+2%	7.3k	125.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$905k	+23%	1.6k	576.97	View chart
Welltower Inc Com reit (WELL)	0.4	$803k	-3%	6.3k	128.03	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$737k	+32%	13k	57.53	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$733k	-9%	12k	59.87	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$697k		2.7k	260.14	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$684k	+8%	8.2k	83.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$683k	+9%	13k	51.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$656k	+6%	14k	47.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$577k	+47%	7.7k	75.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$569k	-4%	7.2k	78.69	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$564k	+7%	7.0k	80.78	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$558k		22k	25.13	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$521k	+19%	2.1k	245.45	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$516k		12k	41.49	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.2	$515k		4.1k	124.56	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$479k		1.5k	314.39	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.2	$475k	+5%	20k	24.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$472k	-3%	1.9k	243.06	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.2	$461k	+4%	20k	23.29	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.2	$448k	-15%	6.6k	68.33	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$430k		4.2k	102.02	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$427k	+5%	1.9k	220.89	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.2	$405k		17k	24.49	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$376k	NEW	8.2k	45.86	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$359k	+15%	7.3k	49.31	View chart
Prudential Financial (PRU)	0.2	$357k		2.9k	121.10	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.2	$349k	+5%	15k	23.30	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$340k	NEW	13k	25.53	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$337k	NEW	3.5k	96.96	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$336k		8.9k	37.56	View chart
Vanguard World Materials Etf (VAW)	0.1	$324k	+9%	1.5k	211.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$311k	+29%	3.5k	88.15	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$307k	-11%	2.0k	151.62	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$301k		3.6k	82.94	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$278k	+5%	6.2k	44.67	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$278k	+9%	12k	23.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$275k	NEW	1.5k	179.16	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$260k	-4%	11k	24.05	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$259k	-4%	1.3k	197.53	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$246k		2.5k	97.79	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$242k		425.00	569.66	View chart
McDonald's Corporation (MCD)	0.1	$239k	-6%	786.00	304.55	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$232k		8.2k	28.37	View chart
Pepsi (PEP)	0.1	$220k		1.3k	170.10	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$217k	NEW	1.8k	123.62	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$215k	NEW	1.5k	145.45	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$209k	NEW	3.9k	53.63	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$208k	NEW	3.2k	65.75	View chart

Past Filings by Madden Advisory Services

SEC 13F filings are viewable for Madden Advisory Services going back to 2011

Madden Advisory Services 2024 Q3 filed Oct. 30, 2024
Madden Advisory Services 2024 Q2 filed Aug. 7, 2024
Madden Advisory Services 2024 Q1 filed May 3, 2024
Madden Advisory Services 2023 Q4 filed Feb. 12, 2024
Madden Advisory Services 2023 Q3 filed Nov. 13, 2023
Madden Advisory Services 2023 Q2 filed Aug. 7, 2023
Madden Advisory Services 2023 Q1 filed April 25, 2023
Madden Advisory Services 2022 Q4 filed Feb. 14, 2023
Madden Advisory Services 2022 Q3 filed Nov. 9, 2022
Madden Advisory Services 2022 Q2 filed July 29, 2022
Madden Advisory Services 2022 Q1 amended filed May 2, 2022
Madden Advisory Services 2022 Q1 filed April 18, 2022
Madden Advisory Services 2021 Q4 filed Feb. 8, 2022
Madden Advisory Services 2021 Q3 filed Nov. 12, 2021
Madden Advisory Services 2021 Q2 filed Aug. 10, 2021
Madden Advisory Services 2021 Q1 filed May 4, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z