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 32.10% of Madden Advisory Services's stock portfolio.
Added to shares of these 10 stocks: IJH, IBDQ, IBDR, IBDP, BND, IBDS, IJJ, VHT, SCHD, XLP.
Started 2 new stock positions in BND, IJJ.
Reduced shares in these 10 stocks: SCHB, FLTR, SCHX, IHI, VOO, VTV, VGT, HDV, EFA, SPY.
Madden Advisory Services was a net buyer of stock by $1.9M.
Madden Advisory Services has $190M in assets under management (AUM), dropping by 6.94%.
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 92 positions in its portfolio as reported in the March 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)	8.6	$16M	-2%	267k	61.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.1	$13M		28k	480.70	View chart
Vanguard World Inf Tech Etf (VGT)	6.6	$13M		24k	524.34	View chart
Vanguard Index Fds Value Etf (VTV)	6.1	$12M		71k	162.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.8	$7.2M		90k	79.86	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	3.4	$6.5M	+6%	258k	25.05	View chart
Microsoft Corporation (MSFT)	3.1	$5.9M		14k	420.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.0	$5.7M	-5%	91k	62.06	View chart
Vanguard World Consum Stp Etf (VDC)	3.0	$5.6M		28k	204.14	View chart
Vanguard World Health Car Etf (VHT)	2.9	$5.5M	+2%	20k	270.53	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	2.4	$4.6M	+16%	185k	24.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.2	$4.1M		68k	60.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$4.0M		43k	92.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$3.9M	-2%	7.5k	523.07	View chart
Ishares Gold Tr Ishares New (IAU)	2.1	$3.9M		93k	42.01	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.1	$3.9M		48k	81.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$3.6M	-2%	20k	182.61	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	1.7	$3.3M	-9%	130k	25.51	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.7	$3.2M	+2%	76k	42.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$3.1M		29k	110.52	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	1.6	$3.1M	-4%	53k	58.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$3.0M		12k	259.90	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.5	$2.8M	-2%	28k	99.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$2.8M	+4%	34k	80.63	View chart
Vanguard World Consum Dis Etf (VCR)	1.3	$2.5M		7.7k	317.75	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.2	$2.3M	+30%	98k	23.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$2.0M		27k	77.31	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.0	$1.8M		90k	20.30	View chart
Vanguard World Industrial Etf (VIS)	0.9	$1.7M		7.0k	244.13	View chart
Vanguard World Utilities Etf (VPU)	0.9	$1.6M	+4%	12k	142.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$1.5M	+388%	25k	60.74	View chart
Ishares Tr Core High Dv Etf (HDV)	0.8	$1.4M	-7%	13k	110.21	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$1.3M		6.4k	208.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.3M	-4%	5.8k	228.58	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.7	$1.3M	+4%	22k	58.94	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.6	$1.2M		6.6k	183.88	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.6	$1.2M	+3%	13k	96.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.2M	+2%	2.6k	444.04	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$1.1M		28k	39.02	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.1M	-2%	13k	86.48	View chart
Select Sector Spdr Tr Indl (XLI)	0.6	$1.1M		8.4k	125.95	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$998k	+4%	9.3k	107.40	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$950k		38k	25.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$943k	-7%	9.6k	97.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$925k		13k	74.22	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.5	$889k		17k	53.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$865k	-2%	3.5k	249.85	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$824k		2.4k	344.19	View chart
Apple (AAPL)	0.4	$824k	-2%	4.8k	171.48	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$810k	-4%	14k	59.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$800k	+5%	6.9k	115.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$662k		1.3k	525.60	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$642k		2.7k	238.31	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$632k	+52%	27k	23.80	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$631k	+13%	8.3k	76.36	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$615k	-5%	8.0k	76.67	View chart
Welltower Inc Com reit (WELL)	0.3	$608k		6.5k	93.44	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$601k	+4%	12k	49.24	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.3	$534k		7.8k	68.49	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$502k		13k	39.66	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$497k		9.1k	54.40	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.3	$481k		23k	21.24	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.2	$470k		4.2k	111.59	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.2	$444k		19k	23.94	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$439k		1.5k	288.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$437k	+3%	11k	41.77	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.2	$431k	+2%	19k	23.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$427k	+5%	2.1k	205.72	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$426k		6.5k	65.65	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$378k	+5%	1.7k	224.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$375k		1.8k	210.30	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$363k	-3%	4.3k	84.52	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.2	$345k	-4%	17k	20.34	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$320k		8.9k	35.84	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.2	$319k	+3%	14k	23.38	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$307k		2.3k	135.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$289k	NEW	4.0k	72.63	View chart
Vanguard World Materials Etf (VAW)	0.2	$288k		1.4k	204.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$275k	+2%	5.7k	47.89	View chart
Prudential Financial (PRU)	0.1	$273k		2.3k	117.40	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$271k	-5%	3.7k	73.15	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$252k		1.4k	182.39	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$246k	+2%	11k	23.23	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$241k		10k	23.46	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$240k	-11%	2.5k	95.20	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$234k		5.9k	39.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$230k		2.7k	84.08	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$227k		407.00	556.40	View chart
Pepsi (PEP)	0.1	$225k		1.3k	175.03	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$210k		8.2k	25.71	View chart
Johnson & Johnson (JNJ)	0.1	$208k		1.3k	158.18	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$207k	NEW	1.8k	118.29	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 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
Madden Advisory Services 2020 Q4 filed Jan. 28, 2021
Madden Advisory Services 2020 Q3 filed Oct. 30, 2020

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