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CIK: 0001542284
Total reported value
$278.9M
$278.9M
99 檔
24.7%
In Q4 2024, Madden Advisory Services, Inc.'s U.S. equity holdings reached a combined market value of $278.9M, distributed across 99 disclosed stock positions.
During Q4 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 | 8.24% | +0.23% | +201.48% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.66% | -0.34% | +2.44% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.73% | +1.44% | +0.30% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.92% | +0.34% | +0.39% | |
| 5 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 3.45% | — | +17.35% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.10% | -0.08% | -0.41% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.98% | +0.02% | +197.52% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | +0.08% | NEW | |
| 9 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.70% | -0.17% | +0.95% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.69% | +0.01% | +2.32% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 2.25% | -0.65% | +0.88% | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.19% | -0.32% | +24.57% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.13% | +0.10% | +296.51% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.08% | +0.01% | +5.68% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.05% | +0.03% | -1.04% | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.02% | -0.14% | +14.65% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.95% | +0.19% | +206.90% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.93% | — | +3.94% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.57% | +0.09% | +1.56% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.54% | +0.06% | -1.35% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.42% | -0.06% | +201.11% | |
| 22 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.42% | -0.01% | +0.54% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.37% | -0.14% | +0.59% | |
| 24 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.35% | -0.11% | -0.39% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.25% | -0.15% | -5.55% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.08% | -0.15% | +2.19% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.08% | -0.26% | +23.50% | |
| 28 | VPU | Vanguard Utilities ETF | ETF-Other | 0.99% | -0.11% | +2.37% | |
| 29 | SCHH | Schwab US Reit ETF | ETF-Other | 0.99% | -0.01% | +2.72% | |
| 30 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.97% | — | +17.15% | |
| 31 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.96% | -0.23% | +266.58% | |
| 32 | VIS | Vanguard Industrials ETF | ETF-Other | 0.81% | +0.08% | +1.24% | |
| 33 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.79% | +0.01% | +2.30% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-Other | 0.74% | -0.07% | — | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | +0.02% | +0.17% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.72% | -0.02% | -1.02% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.23% | +15.08% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.15% | -4.36% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.67% | +0.04% | -0.57% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | +0.43% | +4.59% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.57% | +0.01% | -1.87% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.56% | -0.10% | +3.04% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.55% | -0.01% | +0.70% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.51% | -0.01% | +0.38% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | -0.01% | +6.98% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-Other | 0.50% | +0.02% | -0.48% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | -0.04% | -12.37% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.43% | -0.02% | +0.51% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.43% | +0.01% | +96.66% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.01% | -0.32% |
According to official SEC Form 13F filings, Madden Advisory Services, Inc. reported a total U.S. public equity portfolio value of $278.9M across 99 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, VOO, VGT) accounted for 24.7% of total reported equity market value during Q4 2024.
During Q4 2024, Madden Advisory Services, Inc.'s top holdings by market value included SCHB (8.2%)、VOO (7.7%)、VGT (6.7%). The largest single position, SCHB, represented 8.2% of total portfolio value.
In Q4 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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