Latest Madden Advisory Services, Inc. Stock Portfolio
Madden Advisory Services, Inc. Performance:
2025 Q3: 1.33%YTD: 2.93%2024: 1.82%
Performance for 2025 Q3 is 1.33%, and YTD is 2.93%, and 2024 is 1.82%.
About Madden Advisory Services, Inc. and 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 $258.2 Millions as of 30 Sep, 2025.
The top stock holdings of Madden Advisory Services, Inc. are VB, FNDA, VAW. The fund has invested 7.7% of it's portfolio in VANGUARD INDEX FDS and 7.3% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off PIMCO ETF TR (BOND), VANGUARD MALVERN FDS (VTIP) and MCDONALDS CORP (MCD) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), VANGUARD BD INDEX FDS (BIV) and SPDR S&P MIDCAP 400 ETF TR (MDY). Madden Advisory Services, Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA), ISHARES SILVER TR (SLV) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (BGRN).
The top stock holdings of Madden Advisory Services, Inc. are VB, FNDA, VAW. The fund has invested 7.7% of it's portfolio in VANGUARD INDEX FDS and 7.3% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off PIMCO ETF TR (BOND), VANGUARD MALVERN FDS (VTIP) and MCDONALDS CORP (MCD) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), VANGUARD BD INDEX FDS (BIV) and SPDR S&P MIDCAP 400 ETF TR (MDY). Madden Advisory Services, Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA), ISHARES SILVER TR (SLV) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (BGRN).
Madden Advisory Services, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Madden Advisory Services, Inc. made a return of 1.33% in the last quarter. In trailing 12 months, it's portfolio return was 2.53%.
New Buys
| Ticker | $ Bought |
|---|---|
| schwab strategic tr | 803,274 |
| schwab strategic tr | 653,676 |
| ishares silver tr | 405,777 |
| vanguard scottsdale fds | 345,232 |
| vanguard world fd | 292,534 |
| select sector spdr tr | 250,944 |
| schwab strategic tr | 240,160 |
| ishares tr | 230,087 |
New stocks bought by Madden Advisory Services, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard world fd | 71.69 |
| vanguard scottsdale fds | 62.16 |
| ishares tr | 56.24 |
| invesco qqq tr | 49.74 |
| vanguard intl equity index f | 46.25 |
| schwab strategic tr | 44.86 |
| ishares tr | 43.53 |
| vanguard bd index fds | 33.73 |
Additions to existing portfolio by Madden Advisory Services, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -56.43 |
| vanguard bd index fds | -47.8 |
| spdr s&p midcap 400 etf tr | -20.87 |
| ishares tr | -19.24 |
| spdr series trust | -12.07 |
| ishares tr | -8.86 |
| vaneck etf trust | -6.87 |
| vanguard specialized funds | -6.74 |
Madden Advisory Services, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| pimco etf tr | -2,169,920 |
| vanguard malvern fds | -413,571 |
| mcdonalds corp | -223,970 |
Madden Advisory Services, Inc. got rid off the above stocks
Sector Distribution
Madden Advisory Services, Inc. has about 93.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 93.7 |
| Technology | 3.6 |
| Utilities | 2.1 |
Market Cap. Distribution
Madden Advisory Services, Inc. has about 3.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 93.7 |
| MEGA-CAP | 3.6 |
| SMALL-CAP | 2.2 |
Stocks belong to which Index?
About 6.3% of the stocks held by Madden Advisory Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 93.7 |
| S&P 500 | 4.1 |
| RUSSELL 2000 | 2.2 |
Madden Advisory Services, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Madden Advisory Services, Inc.
Madden Advisory Services, Inc. has 104 stocks in it's portfolio. About 43.2% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Madden Advisory Services, Inc. last quarter.
Last Reported on: 24 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.46 | 4,704 | 1,197,900 | reduced | -4.2 | ||
| AAXJ | ishares tr | 1.05 | 45,203 | 2,715,850 | reduced | -0.23 | ||
| AAXJ | ishares tr | 0.40 | 15,251 | 1,034,480 | added | 12.48 | ||
| AAXJ | ishares tr | 0.14 | 3,251 | 370,224 | added | 43.53 | ||
| AAXJ | ishares tr | 0.11 | 3,639 | 295,465 | reduced | -4.21 | ||
| ACES | alps etf tr | 0.35 | 14,856 | 894,824 | reduced | -0.81 | ||
| ACWF | ishares tr | 3.23 | 330,847 | 8,334,040 | reduced | -0.37 | ||
| ACWF | ishares tr | 1.94 | 115,786 | 5,013,550 | added | 11.79 | ||
| ACWF | ishares tr | 0.20 | 11,996 | 530,103 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 1.16 | 117,366 | 3,001,060 | added | 4.69 | ||
| AFK | vaneck etf trust | 0.30 | 2,366 | 772,168 | added | 12.03 | ||
| AFK | vaneck etf trust | 0.12 | 3,228 | 319,947 | reduced | -6.87 | ||
| AGT | ishares tr | 2.75 | 292,524 | 7,108,330 | added | 10.73 | ||
| AMPS | ishares tr | 1.31 | 32,690 | 3,378,910 | added | 8.2 | ||
| AMPS | ishares tr | 0.66 | 13,939 | 1,706,830 | reduced | -4.94 | ||
| BGRN | ishares tr | 1.83 | 194,240 | 4,727,800 | added | 31.25 | ||
| BGRN | ishares tr | 0.77 | 77,998 | 1,990,510 | added | 56.24 | ||
| BGRN | ishares tr | 0.16 | 17,243 | 400,382 | added | 0.13 | ||
| BIL | spdr series trust | 0.17 | 3,964 | 439,211 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.14 | 15,141 | 362,486 | reduced | -1.36 | ||