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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, VGT, VOO, VTV, EFA, and represent 36.02% of Madden Advisory Services's stock portfolio.
Added to shares of these 10 stocks: VDC, VOO, VTV, SHYG, EFA, IHI, IBDP, STIP, XNTK, CWB.
Started 2 new stock positions in XNTK, CWB.
Reduced shares in these 10 stocks: SCHB, AAPL, BSV, FXG, TIP, SCHX, WELL, PRU, CEF, VIS.
Madden Advisory Services was a net buyer of stock by $4.1M.
Madden Advisory Services has $155M in assets under management (AUM), dropping by 8.45%.
Central Index Key (CIK): 0001542284

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Portfolio Holdings for Madden Advisory Services

Madden Advisory Services holds 82 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	11.4	$18M	-2%	340k	51.70	View chart
Vanguard World Fds Inf Tech Etf (VGT)	7.5	$12M		26k	442.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.3	$11M	+3%	28k	407.28	View chart
Vanguard Index Fds Value Etf (VTV)	5.3	$8.1M	+4%	57k	142.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.6	$7.1M	+4%	98k	72.50	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	3.3	$5.1M	+5%	90k	56.46	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.1	$4.8M		91k	52.37	View chart
Microsoft Corporation (MSFT)	3.1	$4.8M		14k	340.53	View chart
Ishares Tr Ibonds Dec23 Etf (IBDO)	2.8	$4.3M	+3%	171k	25.29	View chart
Vanguard World Fds Consum Stp Etf (VDC)	2.8	$4.3M	+13%	22k	194.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$3.9M		8.9k	443.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.3	$3.6M		48k	74.95	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.2	$3.3M		47k	71.03	View chart
Ishares Gold Tr Ishares New (IAU)	2.0	$3.1M	+6%	86k	36.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$2.9M	+3%	29k	99.65	View chart
Vanguard World Fds Health Car Etf (VHT)	1.8	$2.8M	+4%	12k	244.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$2.6M		12k	220.28	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.7	$2.6M	+8%	27k	97.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$2.2M		23k	97.95	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	1.4	$2.1M		85k	25.25	View chart
Vanguard World Fds Consum Dis Etf (VCR)	1.4	$2.1M	+4%	7.4k	283.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$1.9M	+10%	25k	75.66	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.2	$1.9M	+6%	98k	19.53	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	1.2	$1.9M	+16%	76k	24.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$1.7M	+3%	11k	162.43	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.1	$1.7M	+23%	41k	41.45	View chart
Ishares Tr Tips Bd Etf (TIP)	1.0	$1.6M		15k	107.62	View chart
Vanguard World Fds Industrial Etf (VIS)	1.0	$1.6M		7.6k	205.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$1.4M		26k	56.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.4M		5.3k	261.46	View chart
Vanguard World Fds Utilities Etf (VPU)	0.9	$1.4M	+13%	9.6k	142.17	View chart
Ishares Tr Core High Dv Etf (HDV)	0.9	$1.3M		13k	100.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$1.3M		18k	72.62	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$1.2M		6.7k	173.86	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.7	$1.1M		19k	59.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.1M		5.7k	198.89	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.7	$1.0M		6.1k	169.81	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.6	$898k		8.4k	107.33	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.6	$850k	+8%	9.0k	94.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$833k		23k	35.65	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.5	$786k		16k	50.55	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.5	$778k		16k	49.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$758k		2.1k	369.44	View chart
Apple (AAPL)	0.5	$734k	-10%	3.8k	193.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$723k	+17%	11k	67.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$691k		7.1k	97.84	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$655k	+4%	27k	24.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$626k		2.2k	282.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$608k	-6%	8.0k	75.57	View chart
Welltower Inc Com reit (WELL)	0.4	$607k	-3%	7.5k	80.89	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$558k		2.8k	201.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$556k	+21%	2.5k	220.16	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.4	$556k	-2%	31k	18.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$544k		1.2k	445.58	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$499k	+4%	21k	24.38	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.3	$498k	-6%	7.9k	62.65	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.3	$462k		25k	18.37	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$452k		13k	35.60	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$447k		5.3k	83.55	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$422k		9.6k	43.80	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$400k		13k	31.00	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$395k		8.1k	48.94	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.2	$367k		4.6k	80.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$353k		2.0k	178.27	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$344k		4.2k	81.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$323k		1.7k	187.27	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$316k		1.3k	243.74	View chart
Ishares Tr Ibonds Dec2023 (IBML)	0.2	$292k		11k	25.49	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$291k		8.9k	32.54	View chart
Bce Com New (BCE)	0.2	$290k		6.4k	45.59	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$286k		2.6k	108.87	View chart
Prudential Financial (PRU)	0.2	$285k	-6%	3.2k	88.22	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$273k		3.0k	92.03	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.2	$257k		4.2k	61.19	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.2	$248k		11k	22.84	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$243k		4.0k	61.01	View chart
Pepsi (PEP)	0.2	$242k		1.3k	185.16	View chart
Johnson & Johnson (JNJ)	0.2	$238k	+2%	1.4k	165.57	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$216k	+7%	4.6k	47.42	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$211k	NEW	1.5k	139.54	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$204k	NEW	2.9k	69.95	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$202k		5.4k	37.69	View chart

Past Filings by Madden Advisory Services

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

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
Madden Advisory Services 2020 Q4 filed Jan. 28, 2021
Madden Advisory Services 2020 Q3 filed Oct. 30, 2020
Madden Advisory Services 2020 Q2 filed Aug. 10, 2020
Madden Advisory Services 2020 Q1 filed May 11, 2020
Madden Advisory Services 2019 Q4 filed Jan. 27, 2020

View all past filings

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