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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, IBDQ, and represent 32.00% of Madden Advisory Services's stock portfolio.
Added to shares of these 10 stocks: SCHB (+$12M), SCHX, SCHG, SCHM, SCHD, SCHI, IBDQ, IBDR, IBDU, SHYG.
Started 4 new stock positions in HYG, IBHF, IBTG, IBDU.
Reduced shares in these 10 stocks: Ishares Tr ibnd dec24 etf (-$7.3M), Ishares Ibonds Dec 2024 Term T, Ishares Tr ibonds 24 trm hg, ITOT, PEP, KXI, IHI, AGG, XLK, WELL.
Sold out of its positions in KXI, Ishares Tr ibnd dec24 etf, Ishares Tr ibonds 24 trm hg, Ishares Ibonds Dec 2024 Term T, PEP.
Madden Advisory Services was a net buyer of stock by $25M.
Madden Advisory Services has $215M in assets under management (AUM), dropping by -1.35%.
Central Index Key (CIK): 0001542284

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Portfolio Holdings for Madden Advisory Services

Madden Advisory Services holds 99 positions in its portfolio as reported in the December 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)	8.2	$18M	+201%	782k	22.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.7	$17M	+2%	31k	538.82	View chart
Vanguard World Inf Tech Etf (VGT)	6.7	$15M		23k	621.81	View chart
Vanguard Index Fds Value Etf (VTV)	5.9	$13M		75k	169.30	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	3.5	$7.4M	+17%	297k	25.05	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.1	$6.7M		88k	75.61	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.0	$6.4M	+197%	277k	23.18	View chart
Microsoft Corporation (MSFT)	2.8	$6.0M		14k	421.51	View chart
Vanguard World Consum Stp Etf (VDC)	2.7	$5.8M		28k	211.38	View chart
Vanguard World Health Car Etf (VHT)	2.7	$5.8M	+2%	23k	253.69	View chart
Ishares Gold Tr Ishares New (IAU)	2.2	$4.8M		98k	49.51	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	2.2	$4.7M	+24%	196k	24.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$4.6M	+296%	164k	27.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.1	$4.5M	+5%	76k	58.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$4.4M		7.5k	586.11	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.0	$4.4M	+14%	102k	42.61	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.0	$4.2M	+206%	152k	27.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$4.2M	+3%	21k	195.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$3.4M		29k	115.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$3.3M		12k	289.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$3.1M	+201%	112k	27.32	View chart
Vanguard World Consum Dis Etf (VCR)	1.4	$3.1M		8.2k	375.41	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.4	$3.0M		29k	100.60	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	1.3	$2.9M		114k	25.45	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	1.2	$2.7M	-5%	46k	58.35	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$2.3M	+2%	30k	78.01	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.1	$2.3M	+23%	97k	23.96	View chart
Vanguard World Utilities Etf (VPU)	1.0	$2.1M	+2%	13k	163.43	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.0	$2.1M	+2%	101k	21.06	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	1.0	$2.1M	+17%	22k	95.10	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	1.0	$2.1M	+266%	94k	22.07	View chart
Vanguard World Industrial Etf (VIS)	0.8	$1.7M		6.9k	254.42	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.8	$1.7M	+2%	26k	65.43	View chart
Ishares Tr Core High Dv Etf (HDV)	0.7	$1.6M		14k	112.26	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.6M		25k	62.31	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.7	$1.5M		6.9k	224.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.5M	+15%	2.9k	511.30	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$1.4M	-4%	6.2k	232.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.4M		6.0k	240.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.3M	+4%	3.1k	410.50	View chart
Apple (AAPL)	0.6	$1.2M		4.9k	250.43	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$1.2M	+3%	11k	106.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$1.2M		13k	89.09	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$1.1M		41k	26.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.1M	+6%	16k	70.28	View chart
Select Sector Spdr Tr Indl (XLI)	0.5	$1.1M		8.1k	131.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$932k	-12%	9.6k	96.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$932k		3.5k	264.19	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$931k	+96%	50k	18.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$921k		1.6k	588.97	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.4	$910k		16k	56.51	View chart
Welltower Inc Com reit (WELL)	0.3	$738k	-6%	5.9k	126.03	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$734k		12k	59.77	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$715k		2.7k	266.73	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$683k	+99%	26k	25.86	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$681k		13k	52.47	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$679k	-28%	5.3k	128.62	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$676k	NEW	30k	22.80	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$641k		8.1k	78.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$629k	+4%	14k	44.04	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$563k		7.3k	77.27	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$556k		22k	25.05	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$553k		7.7k	71.91	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$542k	+5%	2.2k	242.17	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$528k		7.0k	75.69	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$526k	NEW	23k	22.81	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.2	$502k	NEW	22k	23.15	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$491k		1.5k	322.16	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$461k		12k	37.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$455k	-3%	1.9k	242.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$438k	+2%	2.0k	220.96	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.2	$426k		6.7k	64.06	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$420k	+26%	17k	24.90	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.2	$414k	-4%	4.0k	104.50	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$411k		4.3k	96.21	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$401k	+16%	9.6k	41.82	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$381k	+8%	7.9k	48.42	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.2	$375k	-4%	16k	23.76	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.2	$350k		15k	23.20	View chart
Prudential Financial (PRU)	0.2	$349k		2.9k	118.53	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$325k		3.5k	92.73	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$323k		2.0k	159.52	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$319k		3.6k	87.90	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$313k		3.5k	88.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$305k		8.9k	34.13	View chart
Vanguard World Materials Etf (VAW)	0.1	$289k		1.5k	187.85	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$282k		12k	23.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$269k		1.5k	175.23	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$255k		11k	23.47	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$254k	-3%	1.3k	201.82	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$254k		6.2k	40.67	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$246k		8.2k	30.13	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$241k		423.00	569.58	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$240k		2.5k	95.47	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$236k	+3%	1.5k	155.05	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$231k	+129%	8.9k	25.83	View chart
McDonald's Corporation (MCD)	0.1	$221k	-3%	762.00	290.24	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$220k	NEW	2.8k	78.65	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$220k		1.8k	124.96	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 Q4 filed Feb. 13, 2025
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

View all past filings

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