Madden Advisory Services, Inc. Portfolio Holdings

Madden Advisory Services, Inc.

  • $190 Million
  • Q1 2024

Madden Advisory Services, Inc. has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $190 Million distributed in 92 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 $16.3M, Vanguard Index Fds S&P 500 ETF with a value of $13.4M, Vanguard Information Technolog with a value of $12.5M, Vanguard Value ETF with a value of $11.5M, and Ishares Tr Msci Eafe ETF with a value of $7.15M.

Examining the 13F form we can see an increase of $12.3M in the current position value, from $177M to 190M.

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

Portfolio value $190 Million
ETFs: $181 Million
Technology: $6.75 Million
Real Estate: $817,000
Financial Services: $617,000
Consumer Defensive: $225,000
Healthcare: $207,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.3 Million 8.59% of portfolio
267,008
Q1 2024 Reduced 2.34%
$0
$13.4 Million 7.08% of portfolio
27,959
Q1 2024 Reduced 1.11%
$0
$12.5 Million 6.58% of portfolio
23,816
Q1 2024 Reduced 0.99%
$0
$11.5 Million 6.08% of portfolio
70,788
Q1 2024 Reduced 1.27%
$0
$7.15 Million 3.77% of portfolio
89,583
Q1 2024 Reduced 1.56%
$0
$6.46 Million 3.41% of portfolio
257,962
Q1 2024 Added 6.02%
$3.33T
$5.93 Million 3.13% of portfolio
14,095
Q1 2024 Added 0.01%
$0
$5.66 Million 2.98% of portfolio
91,203
Q1 2024 Reduced 5.45%
$0
$5.62 Million 2.96% of portfolio
27,510
Q1 2024 Added 0.42%
$0
$5.49 Million 2.9% of portfolio
20,312
Q1 2024 Added 2.51%
$0
$4.58 Million 2.41% of portfolio
184,489
Q1 2024 Added 16.94%
$0
$4.11 Million 2.17% of portfolio
68,234
Q1 2024 Added 1.49%
$0
$3.96 Million 2.09% of portfolio
42,677
Q1 2024 Added 0.57%
$0
$3.9 Million 2.06% of portfolio
7,456
Q1 2024 Reduced 2.22%
$0
$3.89 Million 2.05% of portfolio
47,776
Q1 2024 Added 1.24%
$37.3B
$3.89 Million 2.05% of portfolio
92,636
Q1 2024 Reduced 0.83%
$0
$3.32 Million 1.75% of portfolio
130,053
Q1 2024 Reduced 9.67%
$0
$3.23 Million 1.7% of portfolio
75,938
Q1 2024 Added 2.3%
$0
$3.15 Million 1.66% of portfolio
28,480
Q1 2024 Added 0.11%
$0
$3.12 Million 1.65% of portfolio
53,283
Q1 2024 Reduced 4.93%
$0
$3.01 Million 1.59% of portfolio
11,574
Q1 2024 Reduced 0.32%
$0
$2.8 Million 1.48% of portfolio
28,163
Q1 2024 Reduced 3.0%
$0
$2.77 Million 1.46% of portfolio
34,376
Q1 2024 Added 4.74%
$0
$2.45 Million 1.29% of portfolio
7,714
Q1 2024 Added 0.16%
$0
$2.34 Million 1.23% of portfolio
97,907
Q1 2024 Added 30.01%
$0
$2.05 Million 1.08% of portfolio
26,511
Q1 2024 Reduced 1.78%
$0
$1.83 Million 0.96% of portfolio
90,107
Q1 2024 Added 1.31%
$0
$1.71 Million 0.9% of portfolio
7,004
Q1 2024 Reduced 1.39%
$0
$1.63 Million 0.86% of portfolio
11,453
Q1 2024 Added 4.56%
$0
$1.52 Million 0.8% of portfolio
24,981
Q1 2024 Added 388.86%
$0
$1.45 Million 0.76% of portfolio
13,147
Q1 2024 Reduced 7.83%
$0
$1.32 Million 0.7% of portfolio
5,789
Q1 2024 Reduced 4.19%
$0
$1.33 Million 0.7% of portfolio
6,395
Q1 2024 Added 0.53%
$0
$1.29 Million 0.68% of portfolio
21,866
Q1 2024 Added 4.99%
$0
$1.22 Million 0.64% of portfolio
6,643
Q1 2024 Added 0.44%
$0
$1.21 Million 0.64% of portfolio
12,570
Q1 2024 Added 3.02%
$0
$1.15 Million 0.61% of portfolio
2,591
Q1 2024 Added 2.86%
$0
$1.09 Million 0.57% of portfolio
12,588
Q1 2024 Reduced 2.23%
$0
$1.09 Million 0.57% of portfolio
27,903
Q1 2024 Added 1.6%
$0
$1.06 Million 0.56% of portfolio
8,409
Q1 2024 Reduced 1.68%
$0
$997,000 0.53% of portfolio
9,288
Q1 2024 Added 4.87%
$0
$949,000 0.5% of portfolio
37,616
Q1 2024 Added 0.76%
$0
$943,000 0.5% of portfolio
9,629
Q1 2024 Reduced 7.15%
$0
$924,000 0.49% of portfolio
12,456
Q1 2024 Reduced 0.98%
$0
$888,000 0.47% of portfolio
16,476
Q1 2024 Added 0.01%
$0
$864,000 0.46% of portfolio
3,460
Q1 2024 Reduced 2.67%
$3.38T
$823,000 0.43% of portfolio
4,803
Q1 2024 Reduced 2.54%
$0
$824,000 0.43% of portfolio
2,394
Q1 2024 Reduced 0.17%
$0
$810,000 0.43% of portfolio
13,592
Q1 2024 Reduced 4.94%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $190 Million
  • Prior Value $177 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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