$133 Million is the total value of Madden Advisory Services, Inc.'s 314 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 27.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SDOG | Buy | ALPS ETF TRsectr div dogs | $10,749,000 | +67.8% | 313,925 | +57.0% | 8.08% | +44.7% |
TIP | Sell | ISHARES TRbarclays tips | $9,781,000 | -17.8% | 89,003 | -15.8% | 7.35% | -29.1% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $5,204,000 | +76.0% | 138,976 | +62.7% | 3.91% | +51.7% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $4,831,000 | +19.5% | 131,771 | +9.6% | 3.63% | +3.0% |
AOK | Sell | ISHARES TRs&p consr all | $4,748,000 | -0.6% | 148,332 | -2.6% | 3.57% | -14.3% |
QQQ | Buy | POWERSHS QQQ TRUSTunit ser 1 | $4,501,000 | +102.8% | 51,176 | +81.9% | 3.38% | +74.9% |
HCN | Sell | HEALTH CARE REIT INC | $4,161,000 | -24.3% | 77,682 | -11.8% | 3.13% | -34.7% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $3,713,000 | +18.2% | 82,490 | +7.9% | 2.79% | +1.9% |
STIP | Sell | ISHARES TRbarclays 0-5 tip | $3,711,000 | -27.9% | 36,757 | -27.8% | 2.79% | -37.8% |
VDC | Buy | VANGUARD WORLD FUNDSconsumr staples etf | $3,590,000 | +16.6% | 32,616 | +9.8% | 2.70% | +0.5% |
PBJ | Buy | POWERSHS ETF TRUSTdyn fd& bev | $3,358,000 | +12.1% | 127,477 | +8.3% | 2.52% | -3.4% |
SCHA | Buy | SCHWAB STRATEGIC TRus scap etf | $2,976,000 | +158.8% | 56,685 | +137.8% | 2.24% | +123.2% |
XLE | Buy | SELECT SECTOR SPDR TRspdr intl engy select | $2,506,000 | +9.4% | 28,314 | +2.5% | 1.88% | -5.7% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $2,494,000 | +4.7% | 79,115 | +0.9% | 1.87% | -9.8% |
SHY | Sell | ISHARES TRbarclays 1-3 bond | $2,435,000 | -3.0% | 28,860 | -2.9% | 1.83% | -16.4% |
IYE | Buy | ISHARES TRdj us energy | $2,403,000 | +34.9% | 47,587 | +25.9% | 1.81% | +16.4% |
KXI | Buy | ISHARES TRs&p gbl consumer | $2,258,000 | +6.0% | 26,205 | +1.4% | 1.70% | -8.6% |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $2,254,000 | -9.3% | 44,829 | -8.3% | 1.69% | -21.8% |
IXC | Buy | ISHARES TRs&p global ener | $2,200,000 | +14.4% | 50,913 | +8.6% | 1.65% | -1.4% |
CEF | Sell | CENTRAL FD CDA LTD CLA F | $2,069,000 | -10.0% | 156,161 | -0.2% | 1.56% | -22.4% |
XLK | Buy | SELECT SECTOR SPDR TRspdr tech select | $2,037,000 | +18.8% | 56,995 | +6.5% | 1.53% | +2.4% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,999,000 | -1.9% | 81,240 | -2.0% | 1.50% | -15.4% |
ITIP | Sell | ISHARES TRintl infl lkd | $1,900,000 | -17.9% | 41,445 | -16.7% | 1.43% | -29.2% |
XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $1,799,000 | +16.5% | 82,292 | +6.1% | 1.35% | +0.5% |
XLI | Buy | SELECT SECTOR SPDR TRspdr indl select | $1,696,000 | +16.3% | 32,460 | +3.3% | 1.27% | +0.2% |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,563,000 | +0.2% | 51,672 | +2.4% | 1.17% | -13.6% |
XLY | Buy | SELECT SECTOR SPDR TRspdr consumer fd | $1,531,000 | +18.0% | 22,916 | +7.1% | 1.15% | +1.8% |
DBE | Sell | POWERSHS DB MULTI SECTOR SECT COMMdb energy fund | $1,486,000 | +1.2% | 50,984 | -2.3% | 1.12% | -12.7% |
EFA | Buy | ISHARES TRmsci eafe index | $1,420,000 | +4337.5% | 21,170 | +4134.0% | 1.07% | +3710.7% |
JNK | Sell | SPDR SERIES TRUSTbarclays yld etf | $1,368,000 | -10.9% | 33,728 | -12.4% | 1.03% | -23.2% |
IGE | Buy | ISHARES TRs&p nat resources | $1,337,000 | +74.5% | 30,808 | +66.7% | 1.00% | +50.4% |
SLV | Buy | ISHARES SILVER TRUSTishares | $1,216,000 | -0.2% | 64,997 | +11.5% | 0.91% | -13.9% |
PCEF | Sell | POWERSHARES ETF TRUST II | $1,159,000 | -34.0% | 47,616 | -35.0% | 0.87% | -43.1% |
BCE | Buy | B C E INC NEW F | $1,157,000 | +1.8% | 26,737 | +0.5% | 0.87% | -12.2% |
XHB | SPDR SERIES TRUSTs&p homebuild | $1,109,000 | +8.8% | 33,302 | 0.0% | 0.83% | -6.2% | |
IWB | New | ISHARESrus 1000 etf | $1,083,000 | – | 10,495 | +100.0% | 0.81% | – |
IAU | Buy | ISHARES GOLD TRUSTishares | $1,063,000 | +0.9% | 90,970 | +11.3% | 0.80% | -13.0% |
DBC | Sell | POWERSHS DB COMMDTY INDXunit ben int | $1,002,000 | -9.7% | 39,050 | -9.4% | 0.75% | -22.1% |
IWR | New | ISHARES TRrussell midcap | $991,000 | – | 6,610 | +100.0% | 0.74% | – |
DVY | Buy | ISHARES TRdj select div fd | $870,000 | +64.5% | 12,200 | +53.0% | 0.65% | +41.9% |
PFF | Buy | ISHARES TRs&p u s pfd fund | $828,000 | +137.2% | 22,495 | +145.2% | 0.62% | +104.6% |
WRE | Sell | WASH REAL EST INV TR SBIsh ben int | $773,000 | -14.7% | 33,075 | -7.8% | 0.58% | -26.5% |
EWC | Sell | ISHARES INCmsci cda index | $763,000 | -7.4% | 26,165 | -10.1% | 0.57% | -20.2% |
MPW | Buy | MEDICAL PROPERTIES TRUST | $719,000 | +57.7% | 58,863 | +57.0% | 0.54% | +36.0% |
IBB | Buy | ISHARES TRnasdq bio indx | $705,000 | +114.9% | 3,103 | +98.5% | 0.53% | +85.3% |
GLD | Buy | SPDR GOLD TRUST | $661,000 | -8.8% | 5,691 | +0.5% | 0.50% | -21.4% |
USO | Buy | UNITED STATES OIL FUNDunits | $640,000 | -3.0% | 18,107 | +1.1% | 0.48% | -16.3% |
XLB | Buy | SELECT SECTOR SPDR TRspdr materials fd | $625,000 | +16.2% | 13,516 | +5.5% | 0.47% | +0.2% |
XNTK | Sell | SPDR SERIES TRUSTmorgan stanley tech etf | $601,000 | +0.5% | 6,713 | -8.2% | 0.45% | -13.2% |
PXJ | Buy | POWERSHS ETF TRUSTdyn oil svcs | $598,000 | +41.0% | 23,152 | +34.6% | 0.45% | +21.7% |
PNQI | POWERSHARES ETF TRUST IInasdaq intnt etf | $598,000 | +11.2% | 8,740 | 0.0% | 0.45% | -4.3% | |
IWM | Sell | ISHARES TRrussell 2000 | $576,000 | -4.8% | 4,990 | -12.1% | 0.43% | -17.8% |
ICF | Buy | ISHARES TRcohen & steer rlty | $561,000 | +679.2% | 7,510 | +698.9% | 0.42% | +569.8% |
SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $547,000 | – | 12,420 | +100.0% | 0.41% | – |
PWV | New | POWERSHARES ETF TRUSTdynm lrg cp vl | $525,000 | – | 18,465 | +100.0% | 0.39% | – |
IYM | Buy | ISHARES TRdj us basic matl | $514,000 | +193.7% | 6,312 | +166.9% | 0.39% | +152.3% |
IYW | New | ISHARESu.s. tech etf | $491,000 | – | 5,555 | +100.0% | 0.37% | – |
EWH | Sell | ISHARES INCmsci hong kong | $484,000 | -5.8% | 23,512 | -8.4% | 0.36% | -18.8% |
CSX | Buy | C S X CORP | $467,000 | +21.6% | 16,221 | +8.8% | 0.35% | +4.8% |
PKW | Buy | POWERSHARES ETF TRUSTdyna buybk ach | $426,000 | +16.1% | 9,880 | +5.1% | 0.32% | 0.0% |
PTF | Buy | POWERSHARES ETF TRUST | $417,000 | +572.6% | 11,750 | +518.4% | 0.31% | +479.6% |
BKLN | Buy | POWERSHARES ETF TRUST IIsenior ln port | $413,000 | +3654.5% | 16,585 | +3712.6% | 0.31% | +3000.0% |
XOM | Sell | EXXON MOBIL CORPORATION | $388,000 | -49.1% | 3,833 | -56.8% | 0.29% | -56.1% |
EFT | Sell | EATON VANCE FLTING RATE INC | $369,000 | -10.2% | 24,138 | -8.4% | 0.28% | -22.6% |
IDU | Sell | ISHARES TRdj us utils | $360,000 | -2.2% | 3,753 | -4.2% | 0.27% | -15.9% |
VIG | Sell | VANGUARD SPECIALIZED PORTdiv apprciation etf | $334,000 | -1.8% | 4,443 | -9.0% | 0.25% | -15.2% |
VYM | VANGUARD WHITEHALL FUNDS INChigh div yield | $322,000 | +8.4% | 5,166 | 0.0% | 0.24% | -6.6% | |
Sell | ABERDEEN ASIA PAC INCM | $293,000 | -13.6% | 50,880 | -8.9% | 0.22% | -25.4% | |
CVX | Sell | CHEVRON CORPORATION | $278,000 | -0.7% | 2,229 | -3.2% | 0.21% | -14.3% |
AOM | New | ISHARESmodert alloc etf | $277,000 | – | 8,075 | +100.0% | 0.21% | – |
AAPL | Buy | APPLE INC | $276,000 | +168.0% | 492 | +127.8% | 0.21% | +130.0% |
IYT | Buy | ISHARESdj us transp ave idx | $273,000 | +23.5% | 2,073 | +10.2% | 0.20% | +6.2% |
UNP | UNION PACIFIC | $273,000 | +8.3% | 1,625 | 0.0% | 0.20% | -6.8% | |
IYF | New | ISHARESu.s. finls etf | $258,000 | – | 3,220 | +100.0% | 0.19% | – |
PGX | New | POWERSHARES GLOBAL ETF TRUSTagg pfd port | $249,000 | – | 18,520 | +100.0% | 0.19% | – |
CMA | COMERICA INC | $247,000 | +20.5% | 5,204 | 0.0% | 0.19% | +3.9% | |
DIA | New | SPDR DOW JONES INDL AVGut ser 1 | $210,000 | – | 1,270 | +100.0% | 0.16% | – |
ITG | New | INVESTMENT TECHNOLOGY GRP NE | $209,000 | – | 10,160 | +100.0% | 0.16% | – |
IWV | New | ISHARES TRrussell 3000 | $205,000 | – | 1,855 | +100.0% | 0.15% | – |
IYH | Buy | ISHARES TRdj us hlthcar | $204,000 | +38.8% | 1,748 | +26.9% | 0.15% | +19.5% |
PEJ | Buy | POWERSHS ETF TRUSTdyn lsr & ent | $197,000 | +85.8% | 5,770 | +71.0% | 0.15% | +60.9% |
IYK | Buy | ISHARES TRdj us consumr goods index | $192,000 | +242.9% | 2,010 | +218.5% | 0.14% | +193.9% |
MO | Sell | ALTRIA GROUP INC | $169,000 | +1.8% | 4,401 | -9.1% | 0.13% | -12.4% |
PGF | New | POWERSHARES ETF TRUSTfinl pfd ptfl | $150,000 | – | 8,840 | +100.0% | 0.11% | – |
JNJ | Buy | JOHNSON & JOHNSON | $148,000 | +14.7% | 1,614 | +8.2% | 0.11% | -0.9% |
JPM | JPMORGAN CHASE & CO | $137,000 | +13.2% | 2,335 | 0.0% | 0.10% | -1.9% | |
WGL | WGL HOLDINGS INC | $128,000 | -6.6% | 3,200 | 0.0% | 0.10% | -19.3% | |
IAK | New | ISHARESu.s. insrnce etf | $128,000 | – | 2,700 | +100.0% | 0.10% | – |
EWS | Sell | ISHARES INCmsci singapore | $128,000 | -16.9% | 9,686 | -16.0% | 0.10% | -28.4% |
XME | Sell | SELECT SECTOR SPDR TRs&p metals & mining | $117,000 | +0.9% | 2,775 | -12.6% | 0.09% | -12.9% |
PCY | POWERSHS GLOBAL ETF TRUSTsovereign debt | $114,000 | -1.7% | 4,233 | 0.0% | 0.09% | -14.9% | |
VAW | Buy | VANGUARD WORLD FUNDSmaterials etf | $113,000 | +1312.5% | 1,090 | +1182.4% | 0.08% | +1114.3% |
PG | Sell | PROCTER & GAMBLE | $109,000 | -72.0% | 1,340 | -73.9% | 0.08% | -75.8% |
SCHO | SCHWAB STRATEGIC TRsht tm us tres | $107,000 | 0.0% | 2,125 | 0.0% | 0.08% | -14.0% | |
PIO | Sell | POWERSHS GLOBAL ETF TRUSTgbl wtr port | $107,000 | -9.3% | 4,639 | -17.2% | 0.08% | -22.3% |
SO | Sell | SOUTHERN COMPANY | $107,000 | -5.3% | 2,603 | -5.4% | 0.08% | -18.4% |
XLP | Sell | SELECT SECTOR SPDR TRspdr tr con stpls | $99,000 | -2.9% | 2,307 | -9.6% | 0.07% | -16.9% |
BOEING CO | $99,000 | +16.5% | 726 | 0.0% | 0.07% | 0.0% | ||
AAXJ | Sell | ISHARESmsci acjpn idx | $96,000 | -2.0% | 1,589 | -5.9% | 0.07% | -15.3% |
Buy | RETAIL PPTYS AMER INcl a | $93,000 | +22.4% | 7,340 | +33.3% | 0.07% | +6.1% | |
HYG | ISHARES TRhigh yld corp | $90,000 | +1.1% | 970 | 0.0% | 0.07% | -12.8% | |
VZ | VERIZON COMMUNICATIONS | $86,000 | +4.9% | 1,757 | 0.0% | 0.06% | -8.5% | |
IEZ | ISHARES TRdj oil equip & svc | $81,000 | +3.8% | 1,249 | 0.0% | 0.06% | -10.3% | |
INTC | Buy | INTEL CORP | $78,000 | +39.3% | 3,001 | +22.4% | 0.06% | +20.4% |
ETN | EATON CORPORATION | $76,000 | +10.1% | 1,000 | 0.0% | 0.06% | -5.0% | |
SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $76,000 | +123.5% | 1,048 | +113.9% | 0.06% | +90.0% |
KMB | Sell | KIMBERLY-CLARK CORP | $74,000 | +7.2% | 709 | -3.0% | 0.06% | -6.7% |
BNO | Sell | US BRENT OIL FUND LP | $73,000 | -19.8% | 1,634 | -24.1% | 0.06% | -30.4% |
UPS | Buy | UNITED PARCEL SERVICE Bcl b | $69,000 | +6800.0% | 655 | +5358.3% | 0.05% | +5100.0% |
IBM | Buy | INTL BUSINESS MACHINES | $68,000 | +54.5% | 361 | +53.6% | 0.05% | +34.2% |
RSP | RYDEX ETF TRUSTgug s&p 500 eq wt | $68,000 | +7.9% | 960 | 0.0% | 0.05% | -7.3% | |
MOO | MARKET VECTORS ETF TRUSTagribus etf | $65,000 | +6.6% | 1,190 | 0.0% | 0.05% | -7.5% | |
PEY | POWERSHS ETF TRUSThigh yield eq dvd | $64,000 | +6.7% | 5,390 | 0.0% | 0.05% | -7.7% | |
CSCO | Buy | CISCO SYSTEMS INC | $63,000 | +110.0% | 2,805 | +122.3% | 0.05% | +80.8% |
SPY | S P D R S&P 500 ETF TRtr unit | $62,000 | +10.7% | 335 | 0.0% | 0.05% | -4.1% | |
WMT | WAL-MART STORES INC | $62,000 | +6.9% | 782 | 0.0% | 0.05% | -7.8% | |
IGV | Sell | ISHARES TRs&p na software | $62,000 | +1.6% | 755 | -5.0% | 0.05% | -11.3% |
FBT | Sell | FIRST TR EXCHANGE TRADED FDny arca biotech | $61,000 | -3.2% | 885 | -8.9% | 0.05% | -16.4% |
DVYA | Sell | ISHARES INCasia pac30 idx | $60,000 | -40.0% | 1,100 | -40.1% | 0.04% | -48.3% |
EEM | Sell | ISHARES TRmsci emerg mkt | $60,000 | -15.5% | 1,446 | -16.9% | 0.04% | -27.4% |
SEA | Buy | CLAYMORE EXCHANGE TRD FD TRgugg shippng etf | $58,000 | +18.4% | 2,681 | +8.1% | 0.04% | +2.3% |
MSFT | Buy | MICROSOFT CORP | $58,000 | +13.7% | 1,546 | +0.7% | 0.04% | 0.0% |
LO | Sell | LORILLARD INC. | $59,000 | -6.3% | 1,162 | -17.6% | 0.04% | -20.0% |
IWS | ISHARES TRrussell midcap vl | $55,000 | +7.8% | 835 | 0.0% | 0.04% | -6.8% | |
PUI | POWERSHS ETF TRUSTdyn util port | $53,000 | +6.0% | 2,590 | 0.0% | 0.04% | -9.1% | |
PHB | Buy | POWERSHARES GLOBAL ETF TRUSTfdm hg yld rafi | $53,000 | +194.4% | 2,764 | +195.6% | 0.04% | +150.0% |
MCD | Buy | MC DONALDS CORP | $52,000 | +40.5% | 540 | +39.5% | 0.04% | +21.9% |
PXI | POWERSHS ETF TRUSTenergy sec por | $52,000 | +10.6% | 940 | 0.0% | 0.04% | -4.9% | |
GE | GENERAL ELECTRIC COMPANY | $50,000 | +16.3% | 1,800 | 0.0% | 0.04% | +2.7% | |
COST | Buy | COSTCO WHSL CORP NEW | $50,000 | +4.2% | 418 | +1.0% | 0.04% | -9.5% |
MDLZ | Sell | MONDELEZ INT'L INC.cl a | $50,000 | -7.4% | 1,423 | -17.9% | 0.04% | -19.1% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $49,000 | +58.1% | 1,202 | +45.3% | 0.04% | +37.0% |
SCHR | Sell | SCHWAB STRATEGIC TRintrm trm tres | $47,000 | -9.6% | 900 | -9.1% | 0.04% | -22.2% |
HD | Buy | HOME DEPOT INC | $47,000 | +9.3% | 571 | +0.4% | 0.04% | -5.4% |
ETP | Sell | ENERGY TRANSFER PRTNRS L Punit ltd partn | $46,000 | -37.0% | 800 | -43.3% | 0.04% | -45.3% |
CERN | Buy | CERNER CORP | $46,000 | +9.5% | 818 | +2.2% | 0.04% | -5.4% |
EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $46,000 | -4.2% | 990 | -7.0% | 0.04% | -16.7% |
COP | Buy | CONOCOPHILLIPS | $45,000 | +45.2% | 638 | +45.3% | 0.03% | +25.9% |
RY | Sell | ROYAL BK CDA MONTREAL F | $44,000 | -26.7% | 649 | -30.1% | 0.03% | -36.5% |
Buy | BERKSHIRE HATHAWAY INC DELcl a | $44,000 | +29.4% | 374 | +23.4% | 0.03% | +10.0% | |
VNQ | Buy | VANGUARD INDEX FDSreit etf | $42,000 | +50.0% | 652 | +53.8% | 0.03% | +33.3% |
TBF | New | PROSHARES TRshrt 20+yr tre | $43,000 | – | 1,297 | +100.0% | 0.03% | – |
FNX | New | FIRST TR MID CAP CORE ALPHAD | $42,000 | – | 840 | +100.0% | 0.03% | – |
PSL | Buy | POWERSHARES ETF TRUSTcon staple sec | $42,000 | +133.3% | 959 | +123.0% | 0.03% | +100.0% |
PZA | Sell | POWERSHS GLOBAL ETF TRUSTinsur natl mun | $41,000 | -18.0% | 1,770 | -17.9% | 0.03% | -29.5% |
T | A T & T INC NEW | $41,000 | +2.5% | 1,170 | 0.0% | 0.03% | -11.4% | |
PM | PHILIP MORRIS INTL INC | $41,000 | 0.0% | 475 | 0.0% | 0.03% | -13.9% | |
IWF | Buy | ISHARES TRrussell1000grw | $40,000 | +73.9% | 467 | +55.7% | 0.03% | +50.0% |
KMR | Buy | KINDER MORGAN MANAGEMENT LLC | $38,000 | +111.1% | 500 | +109.2% | 0.03% | +81.2% |
PHO | Sell | POWERSHS ETF TRUSTwater resource | $38,000 | -26.9% | 1,445 | -33.3% | 0.03% | -35.6% |
CNI | Buy | CANADIAN NATL RY CO | $38,000 | +245.5% | 670 | +509.1% | 0.03% | +190.0% |
PRN | POWERSHS ETF TRUSTindl sect port | $37,000 | +12.1% | 775 | 0.0% | 0.03% | -3.4% | |
PSAU | Buy | POWERSHARES ETF TRUST IIglobal gold & p etf | $37,000 | -15.9% | 2,026 | +0.0% | 0.03% | -26.3% |
PYZ | Sell | POWERSHS ETF TRUSTbasic mat sect | $36,000 | -23.4% | 710 | -29.7% | 0.03% | -34.1% |
ED | Buy | CONSOLIDATED EDISON INC | $33,000 | +3.1% | 591 | +1.2% | 0.02% | -10.7% |
Sell | AMAZON COM INC | $32,000 | +18.5% | 80 | -5.9% | 0.02% | 0.0% | |
IGSB | ISHARES TRbarclys 1-3yr cr | $32,000 | 0.0% | 300 | 0.0% | 0.02% | -14.3% | |
IGF | ISHARES TRs&p glo infras | $32,000 | +3.2% | 825 | 0.0% | 0.02% | -11.1% | |
FYX | New | FIRST TR SML CP CORE ALPHA F | $32,000 | – | 653 | +100.0% | 0.02% | – |
SHM | SPDR SERIES TRUSTnuvn br sht muni | $32,000 | 0.0% | 1,321 | 0.0% | 0.02% | -14.3% | |
HTR | HELIOS TOTAL RETURN FUND | $31,000 | +3.3% | 1,322 | 0.0% | 0.02% | -11.5% | |
AGQ | Sell | PROSHS TRultra silver | $31,000 | -22.5% | 1,953 | -3.0% | 0.02% | -34.3% |
WPC | W P CAREY | $29,000 | -3.3% | 465 | 0.0% | 0.02% | -15.4% | |
HSY | Buy | HERSHEY CO | $29,000 | +222.2% | 300 | +200.0% | 0.02% | +175.0% |
IVV | New | ISHARES TRs&p 500 index | $28,000 | – | 153 | +100.0% | 0.02% | – |
IHI | Sell | ISHARES TRdj medical devices | $28,000 | -9.7% | 305 | -16.2% | 0.02% | -22.2% |
EWG | Buy | ISHARES INCmsci german | $28,000 | +86.7% | 890 | +61.8% | 0.02% | +61.5% |
DAL | DELTA AIR LINES INC DEL | $27,000 | +12.5% | 1,000 | 0.0% | 0.02% | -4.8% | |
IWN | ISHARES TRrussell 2000value | $26,000 | +8.3% | 260 | 0.0% | 0.02% | -4.8% | |
AMLP | New | ALPS ETF TRalerian mlp | $27,000 | – | 1,545 | +100.0% | 0.02% | – |
WEN | Sell | WENDYS CO | $26,000 | -44.7% | 3,000 | -46.4% | 0.02% | -51.2% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gro etf | $26,000 | +188.9% | 565 | +151.1% | 0.02% | +150.0% |
PEP | Sell | PEPSICO INCORPORATED | $26,000 | -89.5% | 316 | -89.8% | 0.02% | -90.7% |
BP PLCsponsored adr | $27,000 | +17.4% | 559 | 0.0% | 0.02% | 0.0% | ||
KRFT | Sell | KRAFT FOODS GROUP | $25,000 | -16.7% | 461 | -18.4% | 0.02% | -26.9% |
DBB | POWERSHS DB MULTI SECTOR SECT COMMdb base metals | $25,000 | 0.0% | 1,485 | 0.0% | 0.02% | -13.6% | |
PAF | POWERSHS GLOBAL ETF TRUSTasia pac ex-jp | $25,000 | 0.0% | 450 | 0.0% | 0.02% | -13.6% | |
TGT | New | TARGET CORPORATION | $25,000 | – | 399 | +100.0% | 0.02% | – |
IXG | ISHARES TRs&p global fin | $25,000 | +8.7% | 440 | 0.0% | 0.02% | -5.0% | |
GXF | GLOBAL X FDSftse nordic reg | $24,000 | +4.3% | 1,000 | 0.0% | 0.02% | -10.0% | |
ADBE | ADOBE SYSTEMS INC | $24,000 | +14.3% | 400 | 0.0% | 0.02% | 0.0% | |
EWY | ISHARES INCmsci s korea idx | $24,000 | +9.1% | 365 | 0.0% | 0.02% | -5.3% | |
BSV | New | VANGUARD BD INDEX FD INCshrt term bnd | $24,000 | – | 306 | +100.0% | 0.02% | – |
FB | Sell | FACEBOOKcl a | $23,000 | -20.7% | 425 | -26.1% | 0.02% | -32.0% |
IYC | ISHARES TRdj us consumr srv index | $22,000 | +10.0% | 180 | 0.0% | 0.02% | 0.0% | |
MMM | New | 3M | $23,000 | – | 165 | +100.0% | 0.02% | – |
MU | New | MICRON TECHNOLOGY INC | $22,000 | – | 1,000 | +100.0% | 0.02% | – |
PAYX | New | PAYCHEX INC | $22,000 | – | 481 | +100.0% | 0.02% | – |
GOOGL | Sell | GOOGLE INCcl a | $22,000 | -43.6% | 20 | -55.6% | 0.02% | -50.0% |
ITW | New | ILLINOIS TOOL WKS INC | $21,000 | – | 247 | +100.0% | 0.02% | – |
NVS | New | NOVARTIS A Gsponsored adr | $19,000 | – | 238 | +100.0% | 0.01% | – |
RWX | SPDR INDEX SHARESdj intl rl etf | $19,000 | 0.0% | 455 | 0.0% | 0.01% | -17.6% | |
Buy | BAIDU INC ADR F | $18,000 | +63.6% | 100 | +47.1% | 0.01% | +40.0% | |
CLX | New | CLOROX CO DEL | $19,000 | – | 205 | +100.0% | 0.01% | – |
GD | New | GENERAL DYNAMICS CORP | $19,000 | – | 200 | +100.0% | 0.01% | – |
GNAT | WISDOMTREE TRUSTglb nat res fd | $18,000 | 0.0% | 833 | 0.0% | 0.01% | -12.5% | |
NEE | NEXTERA ENERGY INC | $18,000 | +5.9% | 209 | 0.0% | 0.01% | -6.7% | |
RXI | ISHARES TRs&p gbl consumer | $18,000 | +5.9% | 220 | 0.0% | 0.01% | -6.7% | |
F | FORD MOTOR COMPANY NEW | $17,000 | -5.6% | 1,090 | 0.0% | 0.01% | -18.8% | |
GS | GOLDMAN SACHS GROUP INC | $17,000 | +13.3% | 95 | 0.0% | 0.01% | 0.0% | |
AGG | Buy | ISHARES TRbarclays usagg b | $17,000 | +750.0% | 159 | +622.7% | 0.01% | +550.0% |
ORCL | ORACLE CORPORATION | $17,000 | +13.3% | 451 | 0.0% | 0.01% | 0.0% | |
NNN | NATIONAL RETAIL PPTYS | $17,000 | -5.6% | 550 | 0.0% | 0.01% | -18.8% | |
DBP | POWERSHS DB MULTI SECTOR SECT COMMdb precious metals | $17,000 | -10.5% | 429 | 0.0% | 0.01% | -23.5% | |
CNP | CENTER POINT ENERGY | $16,000 | 0.0% | 686 | 0.0% | 0.01% | -14.3% | |
EWM | Sell | ISHARES INCmsci malaysia | $16,000 | -52.9% | 1,042 | -54.4% | 0.01% | -60.0% |
K | New | KELLOGG COMPANY | $16,000 | – | 269 | +100.0% | 0.01% | – |
EXC | EXELON CORPORATION | $16,000 | -11.1% | 600 | 0.0% | 0.01% | -25.0% | |
VOX | VANGUARD WORLD FUNDS | $16,000 | 0.0% | 195 | 0.0% | 0.01% | -14.3% | |
ILF | ISHARES TRs&p latn amer | $15,000 | 0.0% | 400 | 0.0% | 0.01% | -15.4% | |
WPZ | Buy | WILLIAMS PARTNER LP | $14,000 | 0.0% | 266 | +1.9% | 0.01% | -8.3% |
PBE | POWERSHS ETF TRUSTdyn bio & gen | $15,000 | +7.1% | 400 | 0.0% | 0.01% | -8.3% | |
SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $14,000 | 0.0% | 300 | 0.0% | 0.01% | -8.3% | |
GMCR | New | GREEN MTN COFFEE ROASTERS IN | $15,000 | – | 200 | +100.0% | 0.01% | – |
DIS | DISNEY WALT CO | $15,000 | +15.4% | 200 | 0.0% | 0.01% | 0.0% | |
DUK | DUKE ENERGY CORP NEW | $14,000 | +7.7% | 196 | 0.0% | 0.01% | 0.0% | |
ENY | CLAYMORE EXCHANGE TRD FD TRgugg ca enrg inc | $13,000 | +8.3% | 850 | 0.0% | 0.01% | 0.0% | |
OPK | New | OPKO HEALTH INC | $13,000 | – | 1,493 | +100.0% | 0.01% | – |
XLU | Sell | SELECT SECTOR SPDR TRspdr util select | $13,000 | -38.1% | 353 | -37.4% | 0.01% | -44.4% |
GSG | ISHARES S&P GSCI COMMODITY Iunit ben int | $13,000 | 0.0% | 415 | 0.0% | 0.01% | -9.1% | |
VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $13,000 | – | 216 | +100.0% | 0.01% | – |
IEI | New | ISHARES TRbarclays bond 3-7 | $12,000 | – | 104 | +100.0% | 0.01% | – |
MAIN | Buy | MAIN STREET CAPITAL CORP | $12,000 | +9.1% | 358 | +1.7% | 0.01% | -10.0% |
AVA | New | AVISTA CORP | $12,000 | – | 430 | +100.0% | 0.01% | – |
DFS | DISCOVER FINL SVCS | $11,000 | +10.0% | 200 | 0.0% | 0.01% | -11.1% | |
FEX | FIRST TR LRGE CP CORE ALPHA | $11,000 | +10.0% | 265 | 0.0% | 0.01% | -11.1% | |
FDN | FIRST TR EXCHANGE TRADED FDdj internet idx | $10,000 | +11.1% | 160 | 0.0% | 0.01% | 0.0% | |
BAXTER INTERNATIONAL INC | $10,000 | 0.0% | 150 | 0.0% | 0.01% | -11.1% | ||
PSX | Buy | PHILLIPS 66 | $10,000 | +150.0% | 134 | +94.2% | 0.01% | +166.7% |
UVXY | Sell | PROSHARES TR IIult vix s/t etf | $11,000 | -67.6% | 670 | -33.0% | 0.01% | -73.3% |
HYMB | SPDR SERIES TRUSTnuv hghyld mun | $11,000 | -8.3% | 220 | 0.0% | 0.01% | -20.0% | |
TFI | SPDR SERIES TRUSTnuvn brcly muni | $10,000 | 0.0% | 455 | 0.0% | 0.01% | -11.1% | |
VPU | VANGUARD WORLD FUNDSutilities etf | $11,000 | 0.0% | 130 | 0.0% | 0.01% | -20.0% | |
PEZ | New | POWERSHARES ETF TRUSTcon discre sec | $9,000 | – | 228 | +100.0% | 0.01% | – |
MPC | MARATHON PETE CORP | $9,000 | +50.0% | 98 | 0.0% | 0.01% | +40.0% | |
UNH | UNITEDHEALTH GROUP INC | $9,000 | 0.0% | 126 | 0.0% | 0.01% | -12.5% | |
FDT | New | FIRST TR EXCH TRD ALPHA FDdev mrk ex us | $9,000 | – | 182 | +100.0% | 0.01% | – |
KERX | KERYX BIOPHARMACEUTICALS | $9,000 | +28.6% | 679 | 0.0% | 0.01% | +16.7% | |
SPTL | SPDR SERIES TRUSTbrclys lg trs et | $9,000 | 0.0% | 150 | 0.0% | 0.01% | -12.5% | |
DDD | Sell | 3-D SYS CORP DEL | $9,000 | -18.2% | 100 | -50.0% | 0.01% | -30.0% |
BANK OF AMERICA CORP | $8,000 | +14.3% | 520 | 0.0% | 0.01% | 0.0% | ||
DLTR | DOLLAR TREE INC | $8,000 | 0.0% | 135 | 0.0% | 0.01% | -14.3% | |
PJP | POWERSHS ETF TRUSTdyn phrma port | $8,000 | +14.3% | 150 | 0.0% | 0.01% | 0.0% | |
YAO | New | CLAYMORE EXCHANGE-TRD FD TRgugg china allcp | $8,000 | – | 286 | +100.0% | 0.01% | – |
CLB | CORE LABORATORIES N V | $8,000 | +14.3% | 43 | 0.0% | 0.01% | 0.0% | |
MFC | MANULIFE FINANCIAL CORPF | $6,000 | +20.0% | 308 | 0.0% | 0.01% | +25.0% | |
IJT | New | ISHARESsp smcp600gr etf | $7,000 | – | 61 | +100.0% | 0.01% | – |
COKE | COCA COLA BOTTLG CO CONS | $7,000 | +16.7% | 100 | 0.0% | 0.01% | 0.0% | |
NWN | NORTHWEST NAT GAS CO | $6,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
ILCG | ISHARES TRlrge grw indx | $7,000 | 0.0% | 75 | 0.0% | 0.01% | -16.7% | |
VGT | VANGUARD WORLD FUNDSinfo technology etf | $7,000 | +16.7% | 80 | 0.0% | 0.01% | 0.0% | |
VHT | VANGUARD WORLD FUNDShealth care etf | $6,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
RGR | Buy | STURM RUGER & CO INC | $7,000 | +16.7% | 99 | +1.0% | 0.01% | 0.0% |
EWT | ISHARES INCmsci taiwan indx | $6,000 | 0.0% | 440 | 0.0% | 0.01% | 0.0% | |
PPA | POWERSHS ETF TRUSTaer spc def | $7,000 | +16.7% | 225 | 0.0% | 0.01% | 0.0% | |
PMR | New | POWERSHARES ETF TRUSTdyn retail ptf | $6,000 | – | 185 | +100.0% | 0.01% | – |
WAG | WALGREEN COMPANY | $6,000 | 0.0% | 103 | 0.0% | 0.01% | 0.0% | |
CAT | Sell | CATERPILLAR INC | $5,000 | -99.0% | 50 | -99.1% | 0.00% | -99.0% |
CHK | CHESAPEAKE ENERGY CORP | $5,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
HFC | HOLLYFRONTIER CORP | $5,000 | +25.0% | 96 | 0.0% | 0.00% | +33.3% | |
DBO | POWERSHS DB MULTI SECTOR SECT COMMdb oil fund | $5,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
KO | COCA COLA COMPANY | $5,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
CL | COLGATE-PALMOLIVE CO | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
CWB | SPDR SERIES TRUSTbrc cnv secs etf | $5,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
HYD | MARKET VECTORS ETF TRhg yld mun etf | $5,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
AIA | ISHARES TRs&p asia 50 | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
IYZ | ISHARES TR | $5,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
PAGG | POWERSHARES ETF TRUST IIglobl agri etf | $4,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $4,000 | – | 48 | +100.0% | 0.00% | – |
GGN | Buy | GAMCO GLOBAL GOLD NAT RES | $4,000 | 0.0% | 420 | +3.7% | 0.00% | 0.0% |
EWJ | ISHARES INCmsci japan | $4,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
WM | WASTE MANAGEMENT INC DEL | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
NES | Sell | NUVERRA ENVIRONMENTAL | $4,000 | -20.0% | 235 | -90.0% | 0.00% | -25.0% |
GOLD | BARRICK GOLD CORP F | $4,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
ILCV | ISHARES TRlarge value.indx | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
ABT | ABBOTT LABORATORIES | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
PVI | POWERSHS GLOBAL ETF TRUSTwk vrdo txfr | $3,000 | 0.0% | 106 | 0.0% | 0.00% | -33.3% | |
BIV | New | VANGUARD BD INDEX FD INCinterm term | $2,000 | – | 24 | +100.0% | 0.00% | – |
DGP | DEUTSCHE BK AG LDN BRHps gold dl etn | $2,000 | -33.3% | 85 | 0.0% | 0.00% | -33.3% | |
BND | VANGUARD BOND INDEX FUNDshort term bond | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
EXI | ISHARES TRs&p gl industr | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $3,000 | – | 54 | +100.0% | 0.00% | – |
GATX | GATX CORP | $3,000 | +50.0% | 50 | 0.0% | 0.00% | 0.0% | |
WFC | WELLS FARGO & CO NEW | $3,000 | +50.0% | 59 | 0.0% | 0.00% | 0.0% | |
WCG | WELLCARE HEALTH PLANS | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
MDR | MCDERMOTT INTL INC F | $3,000 | +50.0% | 300 | 0.0% | 0.00% | 0.0% | |
SE | SPECTRA ENERGY CORP | $3,000 | 0.0% | 75 | 0.0% | 0.00% | -33.3% | |
S | SPRINT NEXTEL CORP | $2,000 | +100.0% | 208 | 0.0% | 0.00% | +100.0% | |
ARRY | New | ARRAY BIOPHARMA INC | $2,000 | – | 300 | +100.0% | 0.00% | – |
OILNF | BARCLAYS BK PLCipsp croil etn | $3,000 | 0.0% | 120 | 0.0% | 0.00% | -33.3% | |
PX | PRAXAIR INC | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
LINEQ | New | LINN ENERGY LLCunit ltd liab | $3,000 | – | 100 | +100.0% | 0.00% | – |
UDN | POWERSHS DB US DOLLAR TRdoll indx bear | $3,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
EZA | ISHARES INCmsci sth afrca | $3,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
ABBV | ABBIVE INC. | $3,000 | +50.0% | 50 | 0.0% | 0.00% | 0.0% | |
KFN | New | KKR FINL HLDGS LLC | $1,000 | – | 102 | +100.0% | 0.00% | – |
CPST | CAPSTONE TURBINE CORP | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
PRKR | PARKERVISION INC | $1,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
IEF | New | ISHARES7-10 y tr bd etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
RS | New | RELIANCE STEEL & ALUMINUM CO | $1,000 | – | 10 | +100.0% | 0.00% | – |
SHPG | New | SHIRE PLCsponsored adr | $1,000 | – | 5 | +100.0% | 0.00% | – |
RENN | RENREN INC ADR Fsponsored adr | $0 | – | 135 | 0.0% | 0.00% | – | |
PGR | PROGRESSIVE CORP OHIO | $0 | – | 9 | 0.0% | 0.00% | – | |
SJT | SAN JUAN BASIN ROYAL TRunit ben int | $0 | – | 2 | 0.0% | 0.00% | – | |
NR | NEWPARK RESOURCES INC | $0 | – | 16 | 0.0% | 0.00% | – | |
STEM | STEMCELLS INC NEW | $0 | – | 25 | 0.0% | 0.00% | – | |
MGU | New | MACQUARIE GLBL INFRA TOTL RE | $0 | – | 3 | +100.0% | 0.00% | – |
TRST | TRUSTCO BANK CORP N Y | $0 | – | 4 | 0.0% | 0.00% | – | |
JCI | JOHNSON CONTROLS INC | $0 | – | 6 | 0.0% | 0.00% | – | |
VNO | Exit | VORNADO REALTY TRUSTsh ben int | $0 | – | -1 | -100.0% | 0.00% | – |
VNRSQ | Sell | VANGUARD NATURAL RESOURCES L | $0 | -100.0% | 9 | -99.4% | 0.00% | -100.0% |
VMC | Sell | VULCAN MATERIALS COMPANY | $0 | -100.0% | 2 | -99.6% | 0.00% | -100.0% |
WIN | WINDSTREAM CORPORATION | $0 | – | 39 | 0.0% | 0.00% | – | |
PFE | Exit | PFIZER INCORPORATED | $0 | – | -6 | -100.0% | 0.00% | – |
RGLD | ROYAL GOLD INC | $0 | – | 1 | 0.0% | 0.00% | – | |
ROVI | New | ROVI COR | $0 | – | 4 | +100.0% | 0.00% | – |
PCL | Exit | PLUM CREEK TIMBER CO | $0 | – | -50 | -100.0% | -0.00% | – |
Exit | ANNALY CAPITAL MGMT | $0 | – | -850 | -100.0% | -0.01% | – | |
OKS | Exit | ONEOK PARTNERS LPunit ltd partn | $0 | – | -231 | -100.0% | -0.01% | – |
ECH | Exit | ISHARES INCmsci chile inves | $0 | – | -301 | -100.0% | -0.01% | – |
EWA | Exit | ISHARES INCmsci australia | $0 | – | -772 | -100.0% | -0.02% | – |
GTIP | Exit | ISHARES TRglb infl lkd | $0 | – | -500 | -100.0% | -0.02% | – |
EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -594 | -100.0% | -0.02% | – |
Exit | B P PRUDHOE BAY RLTY TRunit ben int | $0 | – | -315 | -100.0% | -0.02% | – | |
TWIN | Exit | TWIN DISC INC | $0 | – | -1,390 | -100.0% | -0.03% | – |
KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -1,000 | -100.0% | -0.03% | – |
JJCTF | Exit | BARCLAYS BANK IPATH ETNetn dj ubs corp 37 | $0 | – | -978 | -100.0% | -0.04% | – |
PIE | Exit | POWERSHARES ETF TRUST IIdwa emrg mkts | $0 | – | -2,260 | -100.0% | -0.04% | – |
CREE | Exit | CREE | $0 | – | -859 | -100.0% | -0.04% | – |
ITB | Exit | ISHARES TRdj home constn | $0 | – | -2,885 | -100.0% | -0.06% | – |
EMR | Exit | EMERSON ELECTRIC CO | $0 | – | -6,445 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-30
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 19.1% |
VANGUARD WORLD FUNDS | 42 | Q3 2023 | 9.4% |
ISHARES TR | 42 | Q3 2023 | 14.2% |
ALPS ETF TR | 42 | Q3 2023 | 8.1% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 5.1% |
VANGUARD WORLD FUNDS | 42 | Q3 2023 | 3.2% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 3.9% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 6.0% |
ISHARES TR | 42 | Q3 2023 | 7.9% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 2.3% |
View Madden Advisory Services, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-03 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-07 |
13F-HR | 2023-04-25 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-09 |
13F-HR | 2022-07-29 |
13F-HR/A | 2022-05-02 |
13F-HR | 2022-04-18 |
View Madden Advisory Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.