Madden Advisory Services, Inc. Portfolio Holdings

Madden Advisory Services, Inc.

  • $218 Million
  • Q3 2024

Madden Advisory Services, Inc. has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $218 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $17.2M, Vanguard Index Fds S&P 500 ETF with a value of $15.8M, Vanguard Information Technolog with a value of $13.6M, Vanguard Value ETF with a value of $13.1M, and Ishares Tr Msci Eafe ETF with a value of $7.41M.

Examining the 13F form we can see an increase of $21.2M in the current position value, from $197M to 218M.

Below you can find more details about Madden Advisory Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $218 Million
ETFs: $208 Million
Technology: $7.24 Million
Real Estate: $1.03 Million
Financial Services: $760,000
Consumer Cyclical: $239,000
Consumer Defensive: $220,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.2 Million 7.92% of portfolio
259,212
Q3 2024 Reduced 3.21%
$0
$15.8 Million 7.25% of portfolio
29,908
Q3 2024 Added 2.71%
$0
$13.6 Million 6.26% of portfolio
23,244
Q3 2024 Reduced 3.27%
$0
$13.1 Million 6.01% of portfolio
74,985
Q3 2024 Added 4.69%
$0
$7.41 Million 3.4% of portfolio
88,579
Q3 2024 Reduced 1.51%
$0
$7.33 Million 3.37% of portfolio
290,936
Q3 2024 Added 8.87%
$0
$6.35 Million 2.91% of portfolio
252,856
Q3 2024 Added 26.46%
$0
$6.31 Million 2.9% of portfolio
93,051
Q3 2024 Added 2.66%
$0
$6.29 Million 2.89% of portfolio
22,281
Q3 2024 Added 8.61%
$3.21T
$6.08 Million 2.79% of portfolio
14,132
Q3 2024 Reduced 0.16%
$0
$5.95 Million 2.73% of portfolio
27,237
Q3 2024 Added 0.21%
$42.2B
$4.82 Million 2.21% of portfolio
96,920
Q3 2024 Added 1.82%
$0
$4.66 Million 2.14% of portfolio
71,940
Q3 2024 Added 2.87%
$0
$4.36 Million 2.0% of portfolio
7,601
Q3 2024 Reduced 1.81%
$0
$4.32 Million 1.98% of portfolio
41,434
Q3 2024 Reduced 2.1%
$0
$4.11 Million 1.89% of portfolio
49,467
Q3 2024 Added 4.57%
$0
$3.73 Million 1.71% of portfolio
157,138
Q3 2024 Added 45.94%
$0
$3.73 Million 1.71% of portfolio
20,476
Q3 2024 Added 4.41%
$0
$3.39 Million 1.56% of portfolio
28,971
Q3 2024 Added 0.57%
$0
$3.29 Million 1.51% of portfolio
11,621
Q3 2024 Added 1.16%
$0
$3.15 Million 1.45% of portfolio
37,311
Q3 2024 Added 6.02%
$0
$2.96 Million 1.36% of portfolio
29,221
Q3 2024 Added 1.2%
$0
$2.92 Million 1.34% of portfolio
114,470
Q3 2024 Reduced 12.4%
$0
$2.89 Million 1.33% of portfolio
48,752
Q3 2024 Reduced 7.91%
$0
$2.76 Million 1.27% of portfolio
8,120
Q3 2024 Added 3.51%
$0
$2.32 Million 1.07% of portfolio
29,214
Q3 2024 Added 8.58%
$0
$2.27 Million 1.04% of portfolio
98,113
Q3 2024 Added 4.64%
$0
$2.21 Million 1.02% of portfolio
12,713
Q3 2024 Added 9.95%
$0
$1.91 Million 0.88% of portfolio
78,441
Q3 2024 Added 115.44%
$0
$1.87 Million 0.86% of portfolio
18,777
Q3 2024 Added 19.96%
$0
$1.77 Million 0.81% of portfolio
6,788
Q3 2024 Reduced 2.33%
$0
$1.68 Million 0.77% of portfolio
14,255
Q3 2024 Added 5.63%
$0
$1.65 Million 0.76% of portfolio
25,379
Q3 2024 Added 9.61%
$0
$1.58 Million 0.73% of portfolio
25,388
Q3 2024 Reduced 0.6%
$0
$1.46 Million 0.67% of portfolio
6,469
Q3 2024 Added 0.62%
$0
$1.42 Million 0.65% of portfolio
6,001
Q3 2024 Added 2.3%
$0
$1.39 Million 0.64% of portfolio
6,962
Q3 2024 Added 4.71%
$0
$1.28 Million 0.59% of portfolio
13,121
Q3 2024 Added 3.28%
$0
$1.22 Million 0.56% of portfolio
11,030
Q3 2024 Added 16.71%
$0
$1.21 Million 0.56% of portfolio
2,487
Q3 2024 Added 0.85%
$0
$1.2 Million 0.55% of portfolio
41,217
Q3 2024 Added 10.99%
$0
$1.18 Million 0.54% of portfolio
25,588
Q3 2024 Added 300.63%
$3.85T
$1.16 Million 0.53% of portfolio
4,979
Q3 2024 Reduced 4.87%
$0
$1.13 Million 0.52% of portfolio
14,486
Q3 2024 Added 6.96%
$0
$1.11 Million 0.51% of portfolio
8,177
Q3 2024 Reduced 2.77%
$0
$1.12 Million 0.51% of portfolio
2,921
Q3 2024 Added 21.25%
$0
$1.11 Million 0.51% of portfolio
10,974
Q3 2024 Added 15.78%
$0
$1.05 Million 0.48% of portfolio
25,580
Q3 2024 Reduced 5.83%
$0
$961,000 0.44% of portfolio
16,311
Q3 2024 Reduced 0.58%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $218 Million
  • Prior Value $197 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
Track This Portfolio

Track Madden Advisory Services, Inc. Portfolio

Follow Madden Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Madden Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Madden Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email