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CIK: 0001542284
Total reported value
$278.9M
$278.9M
100 檔
24.1%
According to the latest 13F quarterly dataset, Madden Advisory Services, Inc. managed an equity portfolio of $278.9M at the end of Q3 2024, spanning 100 distinct U.S. exchange-listed positions.
During Q3 2024, Madden Advisory Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 7.90% | +0.23% | -3.21% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.23% | -0.34% | +2.71% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.24% | +1.44% | -3.27% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.99% | +0.34% | +4.69% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.39% | -0.08% | -1.51% | |
| 6 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 3.36% | — | +8.87% | |
| 7 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.91% | — | +26.46% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.89% | +0.02% | +2.66% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-Other | 2.88% | +0.01% | +8.61% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | +0.08% | NEW | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.73% | -0.17% | +0.21% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 2.21% | -0.65% | +1.82% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.13% | +0.01% | +2.87% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.00% | +0.03% | -1.81% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.98% | +0.10% | -2.10% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.88% | +0.19% | +4.57% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.86% | — | +4.41% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.77% | -0.14% | +12.73% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.75% | -0.32% | +45.94% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.55% | +0.09% | +0.57% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.51% | +0.06% | +1.16% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.44% | -0.06% | +6.02% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.36% | -0.14% | +1.20% | |
| 24 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.34% | -0.11% | -12.40% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.32% | -0.15% | -7.91% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.27% | -0.01% | +3.51% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.06% | -0.15% | +8.58% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-Other | 1.04% | -0.01% | +4.64% | |
| 29 | VPU | Vanguard Utilities ETF | ETF-Other | 1.01% | -0.11% | +9.95% | |
| 30 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.88% | -0.26% | +115.44% | |
| 31 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.86% | — | +19.96% | |
| 32 | VIS | Vanguard Industrials ETF | ETF-Other | 0.81% | +0.08% | -2.33% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-Other | 0.77% | -0.07% | +5.63% | |
| 34 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.75% | +0.01% | +9.61% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.72% | +0.02% | -0.60% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.15% | +0.62% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.65% | +0.04% | +2.30% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.64% | -0.02% | +4.71% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.59% | -0.01% | +3.28% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.56% | -0.10% | +16.71% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.23% | +0.85% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.55% | -0.01% | +10.99% | |
| 43 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.54% | -0.23% | +300.63% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.53% | +0.01% | -4.87% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.52% | -0.01% | +6.96% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.43% | +21.25% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.51% | -0.04% | +15.78% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-Other | 0.51% | +0.02% | -2.77% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.48% | +0.01% | -5.83% | |
| 50 | SDOG | Alps Sector Dividend Dogs | ETF-Other | 0.44% | -0.02% | -0.58% |
According to official SEC Form 13F filings, Madden Advisory Services, Inc. reported a total U.S. public equity portfolio value of $278.9M across 100 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, VOO, VGT) accounted for 24.1% of total reported equity market value during Q3 2024.
During Q3 2024, Madden Advisory Services, Inc.'s top holdings by market value included SCHB (7.9%)、VOO (7.2%)、VGT (6.2%). The largest single position, SCHB, represented 7.9% of total portfolio value.
In Q3 2024, Madden Advisory Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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