Latest Madden Advisory Services, Inc. Stock Portfolio
$189Million
Equity Portfolio Value
Last Reported on: 03 May, 2024
About Madden Advisory Services, Inc. and it’s 13F Hedge Fund Stock Holdings
Madden Advisory Services, Inc. is a hedge fund based in JACKSONVILLE, FL. On 08-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $177.9 Millions. In it's latest 13F Holdings report, Madden Advisory Services, Inc. reported an equity portfolio of $189.8 Millions as of 31 Mar, 2024.
The top stock holdings of Madden Advisory Services, Inc. are FNDA, VOO, VAW. The fund has invested 8.6% of it's portfolio in SCHWAB STRATEGIC TR and 7.1% of portfolio in VANGUARD INDEX FDS.
They significantly reduced their stock positions in SPDR SER TR (BIL), VANECK ETF TRUST (AFK) and ISHARES TR (AMPS). Madden Advisory Services, Inc. opened new stock positions in VANGUARD BD INDEX FDS (BIV) and ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), SELECT SECTOR SPDR TR (XLB) and SPDR GOLD TR (GLD).
The top stock holdings of Madden Advisory Services, Inc. are FNDA, VOO, VAW. The fund has invested 8.6% of it's portfolio in SCHWAB STRATEGIC TR and 7.1% of portfolio in VANGUARD INDEX FDS.
They significantly reduced their stock positions in SPDR SER TR (BIL), VANECK ETF TRUST (AFK) and ISHARES TR (AMPS). Madden Advisory Services, Inc. opened new stock positions in VANGUARD BD INDEX FDS (BIV) and ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), SELECT SECTOR SPDR TR (XLB) and SPDR GOLD TR (GLD).
New Buys
| Ticker | $ Bought |
|---|---|
| VANGUARD BD INDEX FDS | 288,995 |
| ISHARES TR | 207,008 |
New stocks bought by Madden Advisory Services, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 388 |
| ISHARES TR | 52.59 |
| ISHARES TR | 30.01 |
| ISHARES TR | 16.94 |
| SELECT SECTOR SPDR TR | 13.14 |
| ISHARES TR | 6.02 |
| SPDR GOLD TR | 5.55 |
| ISHARES TR | 5.18 |
Additions to existing portfolio by Madden Advisory Services, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| SPDR SER TR | -11.59 |
| VANECK ETF TRUST | -9.67 |
| ISHARES TR | -7.83 |
| ISHARES TR | -7.15 |
| VANGUARD BD INDEX FDS | -5.84 |
| SPDR SER TR | -5.56 |
| SCHWAB STRATEGIC TR | -5.45 |
| FIRST TR EXCHANGE-TRADED FD | -4.94 |
Madden Advisory Services, Inc. reduced stake in above stock
Sold off
Current Stock Holdings of Madden Advisory Services, Inc.
Last Reported on: 03 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.43 | 4,803 | 823,595 | REDUCED | -2.54 | |
| AAXJ | ISHARES TR | 1.65 | 53,283 | 3,121,840 | REDUCED | -4.93 | |
| AAXJ | ISHARES TR | 0.26 | 9,137 | 497,053 | ADDED | 0.08 | |
| ACES | ALPS ETF TR | 0.47 | 16,476 | 888,899 | ADDED | 0.01 | |
| ACWF | ISHARES TR | 3.40 | 257,962 | 6,461,950 | ADDED | 6.02 | |
| ACWF | ISHARES TR | 2.41 | 184,489 | 4,577,170 | ADDED | 16.94 | |
| ACWF | ISHARES TR | 1.70 | 75,938 | 3,231,160 | ADDED | 2.3 | |
| ACWF | ISHARES TR | 0.26 | 12,658 | 502,016 | UNCHANGED | 0.00 | |
| AFK | VANECK ETF TRUST | 1.75 | 130,053 | 3,317,650 | REDUCED | -9.67 | |
| AFK | VANECK ETF TRUST | 0.20 | 1,680 | 377,983 | ADDED | 5.13 | |
| AGG | ISHARES TR | 3.77 | 89,583 | 7,154,090 | REDUCED | -1.56 | |
| AGG | ISHARES TR | 1.66 | 28,480 | 3,147,640 | ADDED | 0.11 | |
| AGG | ISHARES TR | 0.80 | 24,981 | 1,517,380 | ADDED | 388 | |
| AGG | ISHARES TR | 0.53 | 9,288 | 997,575 | ADDED | 4.87 | |
| AGG | ISHARES TR | 0.50 | 9,629 | 943,111 | REDUCED | -7.15 | |
| AGG | ISHARES TR | 0.42 | 6,941 | 800,297 | ADDED | 5.18 | |
| AGG | ISHARES TR | 0.35 | 1,260 | 662,259 | ADDED | 0.08 | |
| AGG | ISHARES TR | 0.23 | 1,523 | 438,670 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.20 | 1,781 | 374,544 | REDUCED | -0.56 | |
| AGG | ISHARES TR | 0.19 | 4,295 | 363,013 | REDUCED | -3.63 | |
| AGG | ISHARES TR | 0.16 | 2,274 | 307,126 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.12 | 2,736 | 230,043 | ADDED | 0.04 | |
| AGG | ISHARES TR | 0.11 | 1,750 | 207,008 | NEW | ||
| AGT | ISHARES TR | 1.23 | 97,907 | 2,335,080 | ADDED | 30.01 | |
| AMPS | ISHARES TR | 1.48 | 28,163 | 2,800,250 | REDUCED | -3.00 | |
| AMPS | ISHARES TR | 0.76 | 13,147 | 1,448,930 | REDUCED | -7.83 | |
| BGRN | ISHARES TR | 0.33 | 26,550 | 631,890 | ADDED | 52.59 | |
| BGRN | ISHARES TR | 0.23 | 18,503 | 431,397 | ADDED | 2.91 | |
| BGRN | ISHARES TR | 0.17 | 13,654 | 319,231 | ADDED | 3.97 | |
| BIL | SPDR SER TR | 0.25 | 4,208 | 469,571 | REDUCED | -1.89 | |
| BIL | SPDR SER TR | 0.14 | 3,704 | 270,948 | REDUCED | -5.56 | |
| BIL | SPDR SER TR | 0.13 | 1,379 | 251,513 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.13 | 2,517 | 239,618 | REDUCED | -11.59 | |
| BIL | SPDR SER TR | 0.13 | 10,259 | 240,686 | ADDED | 0.09 | |
| BIV | VANGUARD BD INDEX FDS | 0.32 | 8,020 | 614,884 | REDUCED | -5.84 | |
| BIV | VANGUARD BD INDEX FDS | 0.15 | 3,979 | 288,995 | NEW | ||
| BNDW | VANGUARD SCOTTSDALE FDS | 1.08 | 26,511 | 2,049,590 | REDUCED | -1.78 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.34 | 2,694 | 642,004 | ADDED | 0.07 | |
| BOND | PIMCO ETF TR | 0.64 | 12,570 | 1,207,350 | ADDED | 3.02 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 0.28 | 7,790 | 533,537 | UNCHANGED | 0.00 | |
| CEF | SPROTT PHYSICAL GOLD & SILVE | 0.18 | 16,950 | 344,763 | REDUCED | -4.5 | |
| CWI | SPDR INDEX SHS FDS | 0.17 | 8,939 | 320,374 | UNCHANGED | 0.00 | |
| DMXF | ISHARES TR | 0.23 | 18,556 | 444,223 | ADDED | 1.54 | |
| DMXF | ISHARES TR | 0.13 | 10,574 | 245,627 | ADDED | 2.82 | |
| FBCG | FIDELITY COVINGTON TRUST | 0.68 | 21,866 | 1,288,830 | ADDED | 4.99 | |
| FCVT | FIRST TR EXCHANGE-TRADED FD | 0.43 | 13,592 | 810,355 | REDUCED | -4.94 | |
| FNDA | SCHWAB STRATEGIC TR | 8.59 | 267,008 | 16,300,800 | REDUCED | -2.34 | |
| FNDA | SCHWAB STRATEGIC TR | 2.98 | 91,203 | 5,660,060 | REDUCED | -5.45 | |
| FNDA | SCHWAB STRATEGIC TR | 2.08 | 42,677 | 3,956,980 | ADDED | 0.57 | |
| FNDA | SCHWAB STRATEGIC TR | 2.05 | 47,776 | 3,890,440 | ADDED | 1.24 | |
| FNDA | SCHWAB STRATEGIC TR | 1.46 | 34,376 | 2,771,720 | ADDED | 4.74 | |
| FNDA | SCHWAB STRATEGIC TR | 0.96 | 90,107 | 1,829,180 | ADDED | 1.31 | |
| FNDA | SCHWAB STRATEGIC TR | 0.57 | 27,903 | 1,088,790 | ADDED | 1.6 | |
| FNDA | SCHWAB STRATEGIC TR | 0.50 | 37,616 | 949,804 | ADDED | 0.76 | |
| FNDA | SCHWAB STRATEGIC TR | 0.32 | 12,210 | 601,235 | ADDED | 4.88 | |
| GLD | SPDR GOLD TR | 0.22 | 2,073 | 426,458 | ADDED | 5.55 | |
| IAU | ISHARES GOLD TR | 2.05 | 92,636 | 3,891,640 | REDUCED | -0.83 | |
| IBCE | ISHARES TR | 0.49 | 12,456 | 924,484 | REDUCED | -0.98 | |
| IVT | INVENTRUST PPTYS CORP | 0.11 | 8,173 | 210,128 | UNCHANGED | 0.00 | |
| JNJ | JOHNSON & JOHNSON | 0.11 | 1,313 | 207,689 | ADDED | 0.61 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 0.12 | 407 | 226,455 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 3.12 | 14,095 | 5,929,930 | ADDED | 0.01 | |
| PEP | PEPSICO INC | 0.12 | 1,288 | 225,437 | REDUCED | -1.68 | |
| PRU | PRUDENTIAL FINL INC | 0.14 | 2,326 | 273,072 | UNCHANGED | 0.00 | |
| QQQ | INVESCO QQQ TR | 0.61 | 2,591 | 1,150,520 | ADDED | 2.86 | |
| SGOL | ABRDN GOLD ETF TRUST | 0.25 | 22,634 | 480,746 | REDUCED | -0.54 | |
| SPY | SPDR S&P 500 ETF TR | 2.06 | 7,456 | 3,899,990 | REDUCED | -2.22 | |
| VAW | VANGUARD WORLD FD | 6.58 | 23,816 | 12,487,600 | REDUCED | -0.99 | |
| VAW | VANGUARD WORLD FD | 2.96 | 27,510 | 5,615,970 | ADDED | 0.42 | |
| VAW | VANGUARD WORLD FD | 2.90 | 20,312 | 5,494,910 | ADDED | 2.51 | |
| VAW | VANGUARD WORLD FD | 1.29 | 7,714 | 2,451,120 | ADDED | 0.16 | |
| VAW | VANGUARD WORLD FD | 0.90 | 7,004 | 1,709,910 | REDUCED | -1.39 | |
| VAW | VANGUARD WORLD FD | 0.86 | 11,453 | 1,632,970 | ADDED | 4.56 | |
| VAW | VANGUARD WORLD FD | 0.15 | 1,410 | 288,246 | UNCHANGED | 0.00 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.23 | 10,460 | 436,914 | ADDED | 3.57 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.89 | 19,675 | 3,592,920 | REDUCED | -2.2 | |
| VOO | VANGUARD INDEX FDS | 7.08 | 27,959 | 13,440,000 | REDUCED | -1.11 | |
| VOO | VANGUARD INDEX FDS | 6.08 | 70,788 | 11,528,500 | REDUCED | -1.27 | |
| VOO | VANGUARD INDEX FDS | 1.58 | 11,574 | 3,008,080 | REDUCED | -0.32 | |
| VOO | VANGUARD INDEX FDS | 0.70 | 5,789 | 1,323,270 | REDUCED | -4.19 | |
| VOO | VANGUARD INDEX FDS | 0.57 | 12,588 | 1,088,620 | REDUCED | -2.23 | |
| VOO | VANGUARD INDEX FDS | 0.46 | 3,460 | 864,469 | REDUCED | -2.67 | |
| VOO | VANGUARD INDEX FDS | 0.43 | 2,394 | 823,980 | REDUCED | -0.17 | |
| VTIP | VANGUARD MALVERN FDS | 0.14 | 5,739 | 274,841 | ADDED | 2.57 | |
| VXUS | VANGUARD STAR FDS | 2.17 | 68,234 | 4,114,510 | ADDED | 1.49 | |
| WELL | WELLTOWER INC | 0.32 | 6,506 | 607,921 | REDUCED | -1.77 | |
| XLB | SELECT SECTOR SPDR TR | 0.70 | 6,395 | 1,331,980 | ADDED | 0.53 | |
| XLB | SELECT SECTOR SPDR TR | 0.64 | 6,643 | 1,221,510 | ADDED | 0.44 | |
| XLB | SELECT SECTOR SPDR TR | 0.56 | 8,409 | 1,059,140 | REDUCED | -1.68 | |
| XLB | SELECT SECTOR SPDR TR | 0.33 | 8,268 | 631,344 | ADDED | 13.14 | |
| XLB | SELECT SECTOR SPDR TR | 0.22 | 6,494 | 426,331 | REDUCED | -1.31 | |
| XLB | SELECT SECTOR SPDR TR | 0.12 | 5,928 | 234,334 | UNCHANGED | 0.00 |