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CIK: 0001542284
Total reported value
$278.9M
$278.9M
101 檔
23.4%
The Q1 2025 SEC filing reveals that Madden Advisory Services, Inc. held a total portfolio value of $278.9M, covering 101 public equity positions.
In Q1 2025, Madden Advisory Services, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 7.81% | +0.23% | -0.38% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.37% | -0.34% | +0.48% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.95% | +0.34% | -1.80% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.74% | +1.44% | -2.66% | |
| 5 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 3.60% | — | +3.42% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.39% | -0.08% | +0.75% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.87% | +0.02% | +0.76% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-Other | 2.78% | +0.01% | -1.25% | |
| 9 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.75% | -0.17% | -1.83% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.65% | -0.65% | -1.26% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.55% | -0.32% | +15.53% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | +0.08% | NEW | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.19% | +0.01% | -0.32% | |
| 14 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.06% | -0.14% | +1.74% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.94% | +0.03% | -1.16% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.92% | — | -0.13% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.89% | +0.10% | -1.49% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.87% | +0.19% | +0.73% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.47% | -0.06% | +0.52% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.46% | +0.06% | -0.90% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.45% | +0.09% | +1.10% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.43% | -0.14% | +1.16% | |
| 23 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.34% | -0.23% | +36.27% | |
| 24 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.31% | -0.11% | -3.52% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.28% | -0.15% | -1.08% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.25% | -0.01% | +1.29% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.20% | -0.26% | +9.60% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.15% | -0.15% | +4.94% | |
| 29 | VPU | Vanguard Utilities ETF | ETF-Other | 1.06% | -0.11% | +2.49% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-Other | 1.02% | -0.01% | +1.44% | |
| 31 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.99% | — | +0.18% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-Other | 0.80% | -0.07% | -0.33% | |
| 33 | VIS | Vanguard Industrials ETF | ETF-Other | 0.78% | +0.08% | -1.38% | |
| 34 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.78% | +0.01% | +0.32% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.69% | +0.02% | -0.29% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.23% | +2.52% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.61% | +0.04% | -1.01% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.60% | -0.02% | -5.41% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | +0.15% | +0.74% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.59% | -0.10% | +0.76% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.43% | +8.41% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.56% | -0.01% | +0.63% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -0.01% | +339.39% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.54% | -0.01% | -0.37% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.53% | -0.01% | -1.00% | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.01% | +0.14% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.46% | +0.01% | -0.24% | |
| 48 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.44% | -0.14% | +120.26% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.01% | +4.48% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-Other | 0.43% | +0.02% | -13.97% |
According to official SEC Form 13F filings, Madden Advisory Services, Inc. reported a total U.S. public equity portfolio value of $278.9M across 101 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, VOO, VTV) accounted for 23.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHB
市值: $16.8M
During Q1 2025, Madden Advisory Services, Inc.'s top holdings by market value included SCHB (7.8%)、VOO (7.4%)、VTV (6.0%). The largest single position, SCHB, represented 7.8% of total portfolio value.
In Q1 2025, Madden Advisory Services, Inc. made 50 total portfolio adjustments, initiating 50 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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