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Entity | Shares/Amount Change | Position Value Change |
XLP |
+7,308 | +$526 | IBTE |
+18,275 | +$436 | IBHD |
+17,980 | +$417 | IBDS |
+17,399 | +$416 | IBHE |
+13,133 | +$303 | SMH |
+1,598 | +$279 | VAW |
+1,410 | +$268 | IBTF |
+10,284 | +$239 | XLRE |
+5,928 | +$237 | XNTK |
+1,379 | +$226 |
Entity | Shares/Amount Change | Position Value Change |
IBDO |
-222,050 | -$5,631 | KXI |
-3,875 | -$221 | VYM |
-1,995 | -$206 | IBML |
-7,953 | -$203 |
Entity | Shares/Amount Change | Position Value Change |
IBDP |
+68,331 | +$1,734 | IBDQ |
+68,263 | +$1,725 | IBDR |
+43,732 | +$1,063 | VXUS |
+13,455 | +$1,019 | SHYG |
+12,186 | +$588 | FLTR |
+11,989 | +$283 | IAU |
+7,499 | +$640 | SCHD |
+6,290 | +$622 | VTV |
+6,116 | +$1,673 | SCHF |
+4,653 | +$240 |
Entity | Shares/Amount Change | Position Value Change |
IHI |
-22,965 | -$807 | SCHB |
-21,998 | +$495 | AGG |
-5,867 | -$498 | CEF |
-4,035 | -$37 | EFA |
-3,399 | +$351 | TIP |
-2,404 | -$216 | SCHG |
-2,163 | +$277 | FTSM |
-1,488 | -$85 | STIP |
-1,322 | -$80 |
Size ($ in 1000's)
At 12/31/2023: $177,437 At 09/30/2023: $158,088
Madden Advisory Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Madden Advisory Services Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Madden Advisory Services Inc. to be as follows, presented in the
table below with each row detailing each Madden Advisory Services Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Madden Advisory Services Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Madden Advisory Services Inc. as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
SCHWAB STRATEGIC TR |
273,398 |
-21,998 |
$15,220 | SCHB | 273,398 | -21,998 | $15,220 | VANGUARD INDEX FDS (VOO) |
28,274 |
+104 |
$12,350 | VOO | 28,274 | +104 | $12,350 | VANGUARD WORLD FDS (VGT) |
24,054 |
-1,173 |
$11,642 | VGT | 24,054 | -1,173 | $11,642 | VANGUARD INDEX FDS (VTV) |
71,701 |
+6,116 |
$10,719 | VTV | 71,701 | +6,116 | $10,719 | ISHARES TR (EFA) |
91,007 |
-3,399 |
$6,857 | EFA | 91,007 | -3,399 | $6,857 | ISHARES TR (IBDP) |
243,305 |
+68,331 |
$6,061 | IBDP | 243,305 | +68,331 | $6,061 | SCHWAB STRATEGIC TR |
96,464 |
+408 |
$5,441 | SCHX | 96,464 | +408 | $5,441 | MICROSOFT CORP |
14,094 |
-202 |
$5,300 | MSFT | 14,094 | -202 | $5,300 | VANGUARD WORLD FDS (VDC) |
27,396 |
+2,163 |
$5,231 | VDC | 27,396 | +2,163 | $5,231 | VANGUARD WORLD FDS (VHT) |
19,814 |
+4,343 |
$4,967 | VHT | 19,814 | +4,343 | $4,967 | ISHARES TR (IBDQ) |
157,759 |
+68,263 |
$3,906 | IBDQ | 157,759 | +68,263 | $3,906 | VANGUARD STAR FDS (VXUS) |
67,231 |
+13,455 |
$3,897 | VXUS | 67,231 | +13,455 | $3,897 | ISHARES GOLD TR (IAU) |
93,413 |
+7,499 |
$3,646 | IAU | 93,413 | +7,499 | $3,646 | SPDR S&P 500 ETF TR (SPY) |
7,625 |
-327 |
$3,624 | SPY | 7,625 | -327 | $3,624 | VANECK ETF TRUST (FLTR) |
143,969 |
+11,989 |
$3,621 | FLTR | 143,969 | +11,989 | $3,621 | SCHWAB STRATEGIC TR |
47,191 |
+475 |
$3,554 | SCHM | 47,191 | +475 | $3,554 | SCHWAB STRATEGIC TR |
42,435 |
-2,163 |
$3,520 | SCHG | 42,435 | -2,163 | $3,520 | VANGUARD SPECIALIZED FUNDS (VIG) |
20,117 |
+3,440 |
$3,428 | VIG | 20,117 | +3,440 | $3,428 | ISHARES TR (SHYG) |
74,230 |
+12,186 |
$3,134 | SHYG | 74,230 | +12,186 | $3,134 | ISHARES TR (IJR) |
28,448 |
-1,314 |
$3,079 | IJR | 28,448 | -1,314 | $3,079 | ISHARES TR (IHI) |
56,047 |
-22,965 |
$3,025 | IHI | 56,047 | -22,965 | $3,025 | ISHARES TR (STIP) |
29,034 |
-1,322 |
$2,862 | STIP | 29,034 | -1,322 | $2,862 | VANGUARD INDEX FDS (VTI) |
11,611 |
-51 |
$2,754 | VTI | 11,611 | -51 | $2,754 | SCHWAB STRATEGIC TR |
32,821 |
+6,290 |
$2,499 | SCHD | 32,821 | +6,290 | $2,499 | VANGUARD WORLD FDS (VCR) |
7,702 |
-55 |
$2,346 | VCR | 7,702 | -55 | $2,346 | VANGUARD SCOTTSDALE FDS (VCSH) |
26,992 |
+690 |
$2,088 | VCSH | 26,992 | +690 | $2,088 | SCHWAB STRATEGIC TR |
88,938 |
-614 |
$1,842 | SCHH | 88,938 | -614 | $1,842 | ISHARES TR (IBDR) |
75,310 |
+43,732 |
$1,800 | IBDR | 75,310 | +43,732 | $1,800 | VANGUARD WORLD FDS (VIS) |
7,103 |
-252 |
$1,566 | VIS | 7,103 | -252 | $1,566 | VANGUARD WORLD FDS (VPU) |
10,954 |
+846 |
$1,501 | VPU | 10,954 | +846 | $1,501 | ISHARES TR (HDV) |
14,264 |
+141 |
$1,455 | HDV | 14,264 | +141 | $1,455 | ISHARES TR (IJH) |
5,110 |
+56 |
$1,416 | IJH | 5,110 | +56 | $1,416 | VANGUARD INDEX FDS (VB) |
6,042 |
-72 |
$1,289 | VB | 6,042 | -72 | $1,289 | SELECT SECTOR SPDR TR (XLK) |
6,361 |
+101 |
$1,224 | XLK | 6,361 | +101 | $1,224 | PIMCO ETF TR (CORP) |
12,202 |
+1,671 |
$1,187 | CORP | 12,202 | +1,671 | $1,187 | SELECT SECTOR SPDR TR (XLY) |
6,614 |
+784 |
$1,183 | XLY | 6,614 | +784 | $1,183 | VANGUARD INDEX FDS (VNQ) |
12,875 |
+3,392 |
$1,138 | VNQ | 12,875 | +3,392 | $1,138 | FIDELITY COVINGTON TRUST |
20,827 |
+1,135 |
$1,132 | FQAL | 20,827 | +1,135 | $1,132 | INVESCO QQQ TR |
2,519 |
+472 |
$1,032 | QQQ | 2,519 | +472 | $1,032 | ISHARES TR (AGG) |
10,370 |
-5,867 |
$1,029 | AGG | 10,370 | -5,867 | $1,029 | SCHWAB STRATEGIC TR |
27,464 |
+4,653 |
$1,015 | SCHF | 27,464 | +4,653 | $1,015 | SELECT SECTOR SPDR TR (XLI) |
8,553 |
+53 |
$975 | XLI | 8,553 | +53 | $975 | ISHARES TR (TIP) |
8,857 |
-2,404 |
$952 | TIP | 8,857 | -2,404 | $952 | APPLE INC |
4,928 |
-1,246 |
$949 | AAPL | 4,928 | -1,246 | $949 | SCHWAB STRATEGIC TR |
37,332 |
+4,338 |
$925 | SCHE | 37,332 | +4,338 | $925 | ISHARES TR (IEFA) |
12,579 |
+1,190 |
$885 | IEFA | 12,579 | +1,190 | $885 | FIRST TR EXCHANGE TRADED FD (FTSM) |
14,298 |
-1,488 |
$853 | FTSM | 14,298 | -1,488 | $853 | ALPS ETF TR (SDOG) |
16,474 |
+191 |
$844 | SDOG | 16,474 | +191 | $844 | VANGUARD INDEX FDS (VO) |
3,555 |
+413 |
$827 | VO | 3,555 | +413 | $827 | VANGUARD INDEX FDS (VUG) |
2,398 |
+192 |
$746 | VUG | 2,398 | +192 | $746 | ISHARES TR (ITOT) |
6,599 |
-129 |
$694 | ITOT | 6,599 | -129 | $694 | VANGUARD BD INDEX FDS (BSV) |
8,517 |
+3,732 |
$656 | BSV | 8,517 | +3,732 | $656 | ISHARES TR (IVV) |
1,259 |
-153 |
$602 | IVV | 1,259 | -153 | $602 | WELLTOWER INC |
6,623 |
-446 |
$597 | WELL | 6,623 | -446 | $597 | VANGUARD SCOTTSDALE FDS (VONE) |
2,692 |
-3 |
$584 | VONE | 2,692 | -3 | $584 | SCHWAB STRATEGIC TR |
11,642 |
+848 |
$550 | SCHA | 11,642 | +848 | $550 | SELECT SECTOR SPDR TR (XLP) |
7,308 |
+7,308 |
$526 | XLP | 7,308 | +7,308 | $526 | FIRST TR EXCHANGE TRADED FD (FXG) |
7,790 |
-201 |
$491 | FXG | 7,790 | -201 | $491 | ISHARES TR (EFV) |
9,130 |
+764 |
$476 | EFV | 9,130 | +764 | $476 | ISHARES TR (IQLT) |
12,658 |
UNCH |
$475 | IQLT | 12,658 | UNCH | $475 | ABRDN GOLD ETF TRUST (SGOL) |
22,756 |
+930 |
$449 | SGOL | 22,756 | +930 | $449 | ISHARES TR (IBTE) |
18,275 |
+18,275 |
$436 | IBTE | 18,275 | +18,275 | $436 | ISHARES TR (IBHD) |
17,980 |
+17,980 |
$417 | IBHD | 17,980 | +17,980 | $417 | SELECT SECTOR SPDR TR (XLU) |
6,580 |
+1,622 |
$417 | XLU | 6,580 | +1,622 | $417 | ISHARES TR (IBDS) |
17,399 |
+17,399 |
$416 | IBDS | 17,399 | +17,399 | $416 | VANGUARD INTL EQUITY INDEX F (VWO) |
10,099 |
+2,701 |
$415 | VWO | 10,099 | +2,701 | $415 | SPDR SER TR (XHB) |
4,289 |
UNCH |
$410 | XHB | 4,289 | UNCH | $410 | ISHARES TR (IWB) |
1,523 |
+229 |
$399 | IWB | 1,523 | +229 | $399 | SPDR GOLD TR (GLD) |
1,964 |
+28 |
$375 | GLD | 1,964 | +28 | $375 | ISHARES TR (IWM) |
1,791 |
+118 |
$359 | IWM | 1,791 | +118 | $359 | ISHARES TR (IDU) |
4,457 |
+100 |
$356 | IDU | 4,457 | +100 | $356 | SPROTT PHYSICAL GOLD & SILVE |
17,748 |
-4,035 |
$340 | CEF | 17,748 | -4,035 | $340 | SPDR INDEX SHS FDS (SPDW) |
8,939 |
UNCH |
$304 | SPDW | 8,939 | UNCH | $304 | ISHARES TR (IBHE) |
13,133 |
+13,133 |
$303 | IBHE | 13,133 | +13,133 | $303 | ISHARES TR (IYW) |
2,274 |
-57 |
$279 | IYW | 2,274 | -57 | $279 | VANECK ETF TRUST (SMH) |
1,598 |
+1,598 |
$279 | SMH | 1,598 | +1,598 | $279 | SPDR SER TR (JNK) |
2,847 |
-56 |
$270 | JNK | 2,847 | -56 | $270 | VANGUARD WORLD FDS (VAW) |
1,410 |
+1,410 |
$268 | VAW | 1,410 | +1,410 | $268 | VANGUARD MALVERN FDS (VTIP) |
5,595 |
+577 |
$266 | VTIP | 5,595 | +577 | $266 | SPDR SER TR (SPYG) |
3,922 |
-49 |
$255 | SPYG | 3,922 | -49 | $255 | PRUDENTIAL FINL INC |
2,326 |
-795 |
$241 | PRU | 2,326 | -795 | $241 | SPDR SER TR (SPHY) |
10,250 |
+88 |
$240 | SPHY | 10,250 | +88 | $240 | ISHARES TR (IBTF) |
10,284 |
+10,284 |
$239 | IBTF | 10,284 | +10,284 | $239 | SELECT SECTOR SPDR TR (XLRE) |
5,928 |
+5,928 |
$237 | XLRE | 5,928 | +5,928 | $237 | SPDR SER TR (XNTK) |
1,379 |
+1,379 |
$226 | XNTK | 1,379 | +1,379 | $226 | PEPSICO INC |
1,310 |
+2 |
$222 | PEP | 1,310 | +2 | $222 | ISHARES TR (IWR) |
2,735 |
+2,735 |
$213 | IWR | 2,735 | +2,735 | $213 | INVENTRUST PPTYS CORP |
8,173 |
+8,173 |
$207 | IVT | 8,173 | +8,173 | $207 | SPDR S&P MIDCAP 400 ETF TR (MDY) |
407 |
+407 |
$207 | MDY | 407 | +407 | $207 | JOHNSON & JOHNSON |
1,305 |
-323 |
$205 | JNJ | 1,305 | -323 | $205 | ISHARES TR |
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$0 (exited) | IBDO | 0 | -222,050 | $0 | ISHARES TR |
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$0 (exited) | IBML | 0 | -7,953 | $0 | ISHARES TR |
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$0 (exited) | KXI | 0 | -3,875 | $0 | VANGUARD WHITEHALL FDS |
0 |
-1,995 |
$0 (exited) | VYM | 0 | -1,995 | $0 |
See Summary: Madden Advisory Services Inc. Top Holdings
See Details: Top 10 Stocks Held By Madden Advisory Services Inc.
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