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CIK: 0001803566
Total reported value
$360.0M
$360.0M
110 檔
20.0%
During the Q4 2024 filing period, MADDEN SECURITIES Corp (CIK: 0001803566) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $360.0M across 110 reported positions.
MADDEN SECURITIES Corp executed strategic sector rebalancing during Q4 2024, establishing 14 new positions while fully exiting 6 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 7.46% | -1.66% | +8.34% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 6.63% | — | +3.65% | |
| 3 | MSTR | Strategy Inc | Stock-Tech | 5.37% | -0.69% | -1.33% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.10% | +0.19% | +0.22% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.20% | +0.23% | -25.40% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.47% | -0.36% | +210.14% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.21% | +0.14% | -0.06% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.05% | -0.05% | +286.86% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.75% | +0.54% | -7.54% | |
| 10 | ENB | Enbridge Inc | Stock-Energy | 2.68% | -0.22% | -0.03% | |
| 11 | CMA | Comerica Inc | Stock-Other | 2.40% | — | -5.00% | |
| 12 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 2.06% | -0.25% | +389.70% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.01% | -0.58% | +4.97% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.80% | +0.14% | -15.64% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.73% | -0.28% | -9.28% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.22% | -1.22% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.70% | +0.99% | +90.09% | |
| 18 | WMB | Williams Cos Inc | Stock-Energy | 1.62% | +0.06% | NEW | |
| 19 | AR | Antero Resources CORP | Stock-Energy | 1.47% | — | -29.01% | |
| 20 | ASML | ASML Holding N.V. | Stock-Tech | 1.33% | +0.28% | +8.76% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.27% | — | +0.24% | |
| 22 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.18% | -0.17% | — | |
| 23 | OHI | Omega Healthcare Investors | Stock-Real Estate | 1.16% | — | -0.26% | |
| 24 | WDS | Woodside Energy Group-adr | Stock-Other | 1.11% | — | -19.17% | |
| 25 | AVAV | Aerovironment Inc | Stock-Industrials | 1.11% | -0.72% | -10.92% | |
| 26 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 1.06% | — | — | |
| 27 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.03% | — | +39.11% | |
| 28 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.01% | +0.30% | +1074.42% | |
| 29 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.01% | — | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -1.21% | EXIT | |
| 31 | DOW | Dow Inc | Stock-Materials | 0.98% | — | +66.17% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.95% | +0.18% | +96.09% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.92% | +0.20% | +105.35% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.89% | -0.10% | +5.40% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.02% | -3.85% | |
| 36 | EPD | Enterprise Products Partners | Stock-Energy | 0.81% | -0.09% | +0.11% | |
| 37 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.81% | — | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | -0.12% | -3.66% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.65% | -0.13% | +196.44% | |
| 40 | PNW | Pinnacle West Capital | Stock-Utilities | 0.64% | — | -4.43% | |
| 41 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.63% | -0.01% | — | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.40% | -18.58% | |
| 43 | MLM | Martin Marietta Materials | Stock-Materials | 0.58% | -0.05% | -0.18% | |
| 44 | MO | Altria Group Inc | Stock-Consumer Staples | 0.57% | -0.05% | +9.03% | |
| 45 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.54% | -0.12% | EXIT | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.07% | — | |
| 47 | TYL | Tyler Technologies Inc | Stock-Tech | 0.51% | -0.04% | -4.05% | |
| 48 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.50% | — | +256.38% | |
| 49 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.50% | — | -38.19% | |
| 50 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.50% | -0.01% | +10.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | +2% | -1.33% | Trim |
| 2 | ARKB | Ark 21shares Bitcoin ETF | +1.8% | +389.70% | Add |
| 3 | GSK | Gsk Plc-spon Adr | +1.2% | NEW | New buy |
| 4 | MTN | Vail Resorts Inc | +1.1% | NEW | New buy |
| 5 | LYB | LyondellBasell Industries N.V. | +1% | NEW | New buy |
| 6 | GBIL | Goldman Sachs Access Treasur | +0.9% | +1074.42% | Add |
| 7 | BIPC | Brookfield Infrastructure-a | +0.8% | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | +0.4% | +0.22% | Add |
| 9 | BHP | Bhp Group Ltd-spon Adr | +0.4% | NEW | New buy |
| 10 | JPIE | Jpmorgan Income ETF | +0.3% | +256.38% | Add |
| 11 | ✓ | T-rex 2x Long Mstr Dailytarget ETF | +0.3% | NEW | New buy |
| 12 | ITA | Ishares U.s. Aerospace & Def | +0.3% | NEW | New buy |
| 13 | TSLA | Tesla Inc | +0.3% | -15.64% | Trim |
| 14 | BXSL | Blackstone Secured Lending F | +0.3% | +39.11% | Add |
| 15 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +8.34% | Add |
| 16 | DELL | Dell Technologies -c | +0.2% | NEW | New buy |
| 17 | SMH | Vaneck Semiconductor ETF | +0.2% | NEW | New buy |
| 18 | GE | General Electric | +0.2% | NEW | New buy |
| 19 | BDX | Becton Dickinson And Co | +0.2% | NEW | New buy |
| 20 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | +0.2% | NEW | New buy |
| 21 | WMB | Williams Cos Inc | +0.1% | -1.38% | Trim |
| 22 | DOW | Dow Inc | +0.1% | +66.17% | Add |
| 23 | EAT | Brinker International Inc | +0.1% | NEW | New buy |
| 24 | ARGT | Global X Msci Argentina ETF | +0.1% | NEW | New buy |
| 25 | HODL | Vaneck Bitcoin ETF | +0.1% | +0.83% | Add |
| 26 | WHR | Whirlpool CORP | +0.1% | +28.71% | Add |
| 27 | AAPL | Apple Inc | 0% | -0.06% | Trim |
| 28 | ENB | Enbridge Inc | -0.1% | -0.03% | Trim |
| 29 | SDA | Sealed Air CORP | -0.1% | EXIT | Sold out |
| 30 | PAVE | Global X US Infrastructure | -0.1% | -49.38% | Trim |
| 31 | AKAM | Akamai Technologies Inc | -0.1% | -48.47% | Trim |
| 32 | SCHG | Schwab US Large-cap Growth | -0.1% | +286.86% | Add |
| 33 | KHC | Kraft Heinz Co/the | -0.2% | EXIT | Sold out |
| 34 | URA | Global X Uranium ETF | -0.2% | -65.11% | Trim |
| 35 | ABBV | Abbvie Inc | -0.2% | -3.85% | Trim |
| 36 | ASML | ASML Holding N.V. | -0.3% | +8.76% | Add |
| 37 | CRL | Charles River Laboratories | -0.3% | -45.11% | Trim |
| 38 | QCOM | Qualcomm Inc | -0.3% | EXIT | Sold out |
| 39 | GILD | Gilead Sciences Inc | -0.3% | -38.19% | Trim |
| 40 | CCI | Crown Castle Inc | -0.3% | -33.38% | Trim |
| 41 | OXY | Occidental Petroleum CORP | -0.3% | EXIT | Sold out |
| 42 | JNJ | Johnson & Johnson | -0.3% | -66.79% | Trim |
| 43 | AR | Antero Resources CORP | -0.4% | -29.01% | Trim |
| 44 | SPHR | Sphere Entertainment Co | -0.5% | EXIT | Sold out |
| 45 | WDS | Woodside Energy Group-adr | -0.5% | -19.17% | Trim |
| 46 | AVAV | Aerovironment Inc | -0.6% | -10.92% | Trim |
| 47 | BXMT | Blackstone Mortgage Tru-cl A | -0.9% | -79.86% | Trim |
| 48 | LLY | Eli Lilly & Co | -0.9% | -7.54% | Trim |
| 49 | 1939900D | Brookfield Infrastructure-a | -1% | EXIT | Sold out |
| 50 | NVDA | Nvidia CORP | -1.3% | -25.40% | Trim |
According to official SEC Form 13F filings, MADDEN SECURITIES Corp reported a total U.S. public equity portfolio value of $360.0M across 110 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 JEPQ, JEPI, MSTR) accounted for 20.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
GSK
市值: $3.0M
Top Position Liquidated / Trimmed
1939900D
前期市值: $2.3M
During Q4 2024, MADDEN SECURITIES Corp's top holdings by market value included JEPQ (7.5%)、JEPI (6.6%)、MSTR (5.4%). The largest single position, JEPQ, represented 7.5% of total portfolio value.
In Q4 2024, MADDEN SECURITIES Corp made 50 total portfolio adjustments, initiating 14 new buys, adding to 11 positions, trimming 19 holdings, and fully liquidating 6 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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